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

225 institutions reported holding $797.0M of ISHARES TR (USRT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Trust Co of Tennessee ($79.4M), Apollon Wealth Management, LLC ($55.9M), Blueprint Investment Partners LLC ($42.9M), MISSION WEALTH MANAGEMENT, LP ($41.9M), Rodgers & Associates, LTD ($26.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Trust Co of Tennessee$79.4M1.2MTrimmed
2Apollon Wealth Management, LLC$55.9M841,122Added
3Blueprint Investment Partners LLC$42.9M646,149Added
4MISSION WEALTH MANAGEMENT, LP$41.9M630,453Added
5Rodgers & Associates, LTD$26.7M401,892Added
6Charles Schwab Trust Co$26.1M392,426Trimmed
7SMI Advisory Services, LLC$25.3M377,626New
8CHOREO, LLC$23.7M356,874Trimmed
9STEPHENS INC /AR/$23.7M356,379Trimmed
1093 Financial Group, LLC$23.4M351,878Trimmed
11Financial & Tax Architects, LLC$22.5M338,845Added
12S. R. Schill & Associates$21.7M326,591Added
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$20.0M299,168Trimmed
14MPS Loria Financial Planners, LLC$18.3M275,472Added
15TECTONIC ADVISORS LLC$16.8M252,344Added
16Biltmore Wealth Management, LLC$15.1M226,548Added
17MOLLER WEALTH PARTNERS$13.8M206,928New
18Wealthcare Advisory Partners LLC$13.3M200,743Added
19Cambridge Investment Research Advisors, Inc.$11.9M179,130Added
20Freedom Day Solutions, LLC$11.5M172,982Added
21Cornerstone Management, Inc.$10.4M156,555Trimmed
22ENVESTNET ASSET MANAGEMENT INC$10.3M155,021Trimmed
23Gimbal Financial$10.2M153,565New
24Compound Planning, Inc.$9.2M137,999Trimmed
25ERn Financial, LLC$8.8M132,502Added

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