IUSB institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding856
Shares held904,178,383
Reported value$41.7bn
Quarter flows87 new, 495 added, 182 trimmed, 73 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ENVESTNET ASSET MANAGEMENT INC180,011,754$8.3bn2.0%
JONES FINANCIAL COMPANIES LLLP87,505,839$4.1bn1.6%
BlackRock, Inc.82,039,260$3.8bn0.1%
LPL Financial LLC62,170,177$2.9bn0.6%
WELLS FARGO & COMPANY/MN50,463,381$2.3bn0.4%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO33,421,651$1.5bn0.8%
MORGAN STANLEY31,037,509$1.4bn0.1%
JPMORGAN CHASE & CO22,629,549$1.0bn0.1%
Mariner, LLC20,743,278$957.3m1.0%
Envestnet Portfolio Solutions, Inc.16,937,298$781.7m3.7%
Bank of New York Mellon Corp14,380,566$663.7m0.1%
Cetera Investment Advisers13,337,519$615.5m0.6%
AMERIPRISE FINANCIAL INC13,036,714$601.3m0.1%
PARK AVENUE SECURITIES LLC12,913,640$596.0m3.7%
MML INVESTORS SERVICES, LLC11,405,773$526.4m1.1%
Janney Montgomery Scott LLC10,566,952$487.7m0.9%
OneDigital Investment Advisors LLC8,476,864$391.2m3.3%
SigFig Wealth Management, LLC5,503,503$254.9m6.8%
Wealthspire Advisors, LLC5,483,050$253.0m1.4%
RAYMOND JAMES FINANCIAL INC5,356,065$247.2m0.1%
Kestra Investment Management, LLC5,336,406$246.3m4.8%
UNITED CAPITAL FINANCIAL ADVISORS, LLC5,132,935$236.8m1.3%
Johnson Financial Group, Inc.5,120,362$236.3m7.8%
Foundations Investment Advisors, LLC4,994,324$230.5m2.4%
ROYAL BANK OF CANADA4,987,957$230.2m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IUSB"). IUSB price history · All 13F data

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