Who Owns ISHARES (TLH)? -- Institutional Holders (2026-06-30)

687 institutions reported holding $10.92B of ISHARES (TLH) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($1.97B), Forum Financial Management, LP ($971.5M), BANK OF AMERICA CORP /DE/ ($708.1M), LPL Financial LLC ($673.5M), BlackRock, Inc. ($472.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$1.97B19.7MTrimmed
2Forum Financial Management, LP$971.5M9.7MAdded
3BANK OF AMERICA CORP /DE/$708.1M7.1MTrimmed
4LPL Financial LLC$673.5M6.7MTrimmed
5BlackRock, Inc.$472.7M4.7MAdded
6MORGAN STANLEY$355.3M3.5MTrimmed
7JPMORGAN CHASE & CO$353.6M3.5MTrimmed
8TRUIST FINANCIAL CORP$301.3M3.0MAdded
9AMERIPRISE FINANCIAL INC$246.0M2.5MAdded
10ASSETMARK, INC$245.5M2.4MAdded
11Envestnet Portfolio Solutions, Inc.$229.6M2.3MTrimmed
12Dynasty Wealth Management, LLC$205.7M2.1MAdded
13STIFEL FINANCIAL CORP$175.3M1.7MAdded
14Cetera Investment Advisers$166.8M1.7MTrimmed
15WELLS FARGO & COMPANY/MN$166.7M1.7MTrimmed
16MATHER GROUP, LLC.$154.3M1.5MAdded
17PARK AVENUE SECURITIES LLC$137.2M1.4MTrimmed
18RiverFront Investment Group, LLC$133.0M1.3MAdded
19Janney Montgomery Scott LLC$122.4M1.2MTrimmed
20MML INVESTORS SERVICES, LLC$119.7M1.2MTrimmed
21Bank of New York Mellon Corp$111.4M1.1MTrimmed
22NewEdge Advisors, LLC$93.4M931,209Added
23Destination Wealth Management$89.4M891,126Added
24HAMILTON CAPITAL PARTNERS, LLC$86.0M857,106Added
25BENJAMIN EDWARDS INC$83.9M836,231Added

Source: SEC Form 13F filings · as of 2026-06-30