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

410 institutions reported holding $6.35B of ISHARES (IOO) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($3.92B), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($383.8M), LPL Financial LLC ($172.3M), BANK OF AMERICA CORP /DE/ ($157.2M), MORGAN STANLEY ($155.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BlackRock, Inc.$3.92B28.7MAdded
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$383.8M2.8MAdded
3LPL Financial LLC$172.3M1.3MAdded
4BANK OF AMERICA CORP /DE/$157.2M1.2MAdded
5MORGAN STANLEY$155.2M1.1MAdded
6RAYMOND JAMES FINANCIAL INC$90.0M659,212Added
7STEPHENS INC /AR/$82.6M604,847Added
8UBS Group AG$59.8M438,040Added
9Royal Bank of Canada$56.8M416,132Added
10ASSETMARK, INC$55.8M408,367Added
11Cetera Investment Advisers$47.1M344,984Trimmed
12ENVESTNET ASSET MANAGEMENT INC$46.3M338,608Added
13Amplius Wealth Advisors, LLC$41.8M305,892Trimmed
14WELLS FARGO & COMPANY/MN$40.7M297,859Trimmed
15OSAIC HOLDINGS, INC.$35.5M260,139Added
16MATHER GROUP, LLC.$33.7M246,365Trimmed
17AMERIPRISE FINANCIAL INC$33.4M244,770Trimmed
18Twelve Points Wealth Management LLC$32.5M237,840Added
19MML INVESTORS SERVICES, LLC$28.4M207,851Added
20JANE STREET GROUP, LLC$25.9M189,696Added
21Modern Wealth Management, LLC$22.2M162,393Trimmed
22SCOTIA CAPITAL INC.$22.1M161,522Added
23CITIGROUP INC$21.7M158,522Trimmed
24Asset Allocation Strategies LLC$20.1M146,999Added
25JONES FINANCIAL COMPANIES LLLP$19.8M148,109Added

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