13FBOX
ISHARES TR · 13F Institutional Holdings
Options Calculator Rankings
I

ISHARES TR

TEND
Institutions
14
Combined AUM (Q2 2026)
$35.0M
Combined Shares (Q2 2026)
1.3M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+71,787
7 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6.5M
7 · 3 Exit · ≈
⚖️ Net
-6.4M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$35.0M
Institutions
14
New Buys
5
Adds
2
Reduces
4
Exits
3
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Lido Advisors, LLC
0.05%0.53%#2$17.1M629,089$172.4M7.0M-6.3M-90.97%Reduce
BlackRock, Inc.
<0.01%<0.01%#9$10.9M400,000$9.9M400,00000.00%Unchanged
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#7$2.9M106,842$2.3M94,606+12,236+12.93%Add
Ashton Thomas Private Wealth, LLC
0.03%0.02%#3$1.6M60,208$1.0M41,034+19,174+46.73%Add
GOLDMAN SACHS GROUP INC
<0.01%#10$445,87816,370$00+16,370New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#12$385,68314,160$00+14,160New Buy
Encompass More Asset Management
0.06%0.07%#1$384,62114,121$420,25516,980-2,859-16.84%Reduce
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#8$340,19612,490$309,12812,49000.00%Unchanged
OLD MISSION CAPITAL LLC
0.01%0.01%#5$322,57311,843$863,00734,869-23,026-66.04%Reduce
UBS Group AG
<0.01%<0.01%#11$291,52810,703$343,67913,886-3,183-22.92%Reduce
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.01%#4$256,7959,428$00+9,428New Buy
FIDUCIARY FINANCIAL ADVISORS
<0.01%#6$8,361307$00+307New Buy
AE Wealth Management LLC
<0.01%#14$3,051112$00+112New Buy
IFP Advisors, Inc
<0.01%<0.01%#13$1,22645$1,1144500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow