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

367 institutions reported holding $976.1M of ISHARES (SUSB) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($94.0M), GOLDMAN SACHS GROUP INC ($85.9M), LPL Financial LLC ($70.0M), MORGAN STANLEY ($25.9M), Thrivent Financial for Lutherans ($23.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$94.0M3.8MAdded
2GOLDMAN SACHS GROUP INC$85.9M3.4MAdded
3LPL Financial LLC$70.0M2.8MAdded
4MORGAN STANLEY$25.9M1.0MAdded
5Thrivent Financial for Lutherans$23.8M952,054Added
6JPMORGAN CHASE & CO$22.1M884,932Added
7Envestnet Portfolio Solutions, Inc.$19.2M768,281Added
8EP Wealth Advisors, LLC$19.2M768,196Added
9Royal Bank of Canada$18.3M733,815Added
10AMERIPRISE FINANCIAL INC$18.1M726,058Added
11Acorns Advisers, LLC$17.5M698,679Added
12WELLS FARGO & COMPANY/MN$17.0M679,448Added
13Bank of New York Mellon Corp$16.6M662,852Trimmed
14Savant Capital, LLC$14.9M597,293Added
15COMMONWEALTH EQUITY SERVICES, LLC$14.5M580,169Added
16Wealthspire Advisors, LLC$12.8M511,273Added
17Perigon Wealth Management, LLC$12.6M504,559Added
18Modera Wealth Management, LLC$12.4M497,659Added
19UBS Group AG$12.2M488,152Added
20ST GERMAIN D J CO INC$12.2M487,159Added
21Allworth Financial LP$12.2M486,779Added
22Baird Financial Group, Inc.$12.1M484,395Added
23Milestone Investment Advisors LLC$10.4M414,403Trimmed
24Mariner, LLC$10.3M412,165Trimmed
25Francis Financial, Inc.$10.3M410,670Added

来源：SEC 13F 申报文件 · 截至 2026-06-30