Who Owns ISHARES TR (TLH)? -- Institutional Holders (2026-03-31)
708 institutions reported holding $11.52B of ISHARES TR (TLH) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($2.31B), Forum Financial Management, LP ($900.0M), LPL Financial LLC ($826.8M), BANK OF AMERICA CORP /DE/ ($814.2M), BlackRock, Inc. ($463.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.31B | 22.9M | Trimmed |
| 2 | Forum Financial Management, LP | $900.0M | 8.9M | Added |
| 3 | LPL Financial LLC | $826.8M | 8.2M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $814.2M | 8.1M | Added |
| 5 | BlackRock, Inc. | $463.9M | 4.6M | Added |
| 6 | JPMORGAN CHASE & CO | $411.9M | 4.1M | Added |
| 7 | MORGAN STANLEY | $379.9M | 3.8M | Trimmed |
| 8 | Envestnet Portfolio Solutions, Inc. | $303.0M | 3.0M | Added |
| 9 | AMERIPRISE FINANCIAL INC | $243.3M | 2.4M | Trimmed |
| 10 | ASSETMARK, INC | $228.7M | 2.3M | Added |
| 11 | Cetera Investment Advisers | $212.1M | 2.1M | Trimmed |
| 12 | Dynasty Wealth Management, LLC | $184.8M | 1.8M | Added |
| 13 | WELLS FARGO & COMPANY/MN | $173.7M | 1.7M | Added |
| 14 | PARK AVENUE SECURITIES LLC | $173.1M | 1.7M | Trimmed |
| 15 | CWM, LLC | $157.0M | 1.6M | Trimmed |
| 16 | Janney Montgomery Scott LLC | $150.2M | 1.5M | Added |
| 17 | STIFEL FINANCIAL CORP | $147.8M | 1.5M | Trimmed |
| 18 | MML INVESTORS SERVICES, LLC | $137.4M | 1.4M | Trimmed |
| 19 | RiverFront Investment Group, LLC | $133.1M | 1.3M | Added |
| 20 | Bank of New York Mellon Corp | $130.6M | 1.3M | Added |
| 21 | TRUIST FINANCIAL CORP | $109.3M | 1.1M | Added |
| 22 | FIRST CITIZENS BANK & TRUST CO | $94.9M | 942,313 | Added |
| 23 | RAYMOND JAMES FINANCIAL INC | $91.0M | 903,192 | Added |
| 24 | Destination Wealth Management | $86.9M | 862,821 | Added |
| 25 | Royal Bank of Canada | $77.3M | 767,255 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31