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

101 institutions reported holding $377.1M of ISHARES (ILTB) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($121.4M), AE Wealth Management LLC ($71.1M), RETIREMITTEN FINANCIAL LLC ($13.8M), Arkadios Wealth Advisors ($12.2M), Cedar Mountain Advisors, LLC ($12.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$121.4M2.5MAdded
2AE Wealth Management LLC$71.1M1.4MAdded
3RETIREMITTEN FINANCIAL LLC$13.8M280,658Added
4Arkadios Wealth Advisors$12.2M247,673Added
5Cedar Mountain Advisors, LLC$12.1M245,120Added
6GOLDMAN SACHS GROUP INC$12.0M242,710New
7AMERIPRISE FINANCIAL INC$11.3M230,132Trimmed
8BlackRock, Inc.$10.7M217,279Added
9UBS Group AG$8.4M171,293Added
10Verde Capital Management$7.6M154,947Trimmed
11WELLS FARGO & COMPANY/MN$7.5M151,963Trimmed
12HighPoint Advisor Group LLC$7.4M149,612New
13MORGAN STANLEY$6.2M126,550Added
14LPL Financial LLC$6.1M123,830Trimmed
15ETF Portfolio Partners, Inc.$5.4M110,478Added
16Cetera Investment Advisers$4.4M88,620Added
17ENVESTNET ASSET MANAGEMENT INC$4.2M85,430Added
18CREATIVE FINANCIAL DESIGNS INC /ADV$3.8M77,588Trimmed
19CreativeOne Wealth, LLC$3.7M75,082Added
20SCHMIDT P J INVESTMENT MANAGEMENT INC$3.4M68,757Added
21KEYBANK NATIONAL ASSOCIATION/OH$3.4M68,357Hold
22JONES FINANCIAL COMPANIES LLLP$3.3M66,413Added
23RAYMOND JAMES FINANCIAL INC$2.5M50,619Added
24Independent Wealth Network Inc.$2.3M47,187Added
25Sound Income Strategies, LLC$2.3M46,637Added

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