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

ISHARES TR

LDRI
Institutions
8
Combined AUM (Q2 2026)
$5.5M
Combined Shares (Q2 2026)
214,429
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+71,970
6 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-16,637
3 · 2 Exit · ≈
⚖️ Net
+55,333
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.5M
Institutions
8
New Buys
3
Adds
3
Reduces
1
Exits
2
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HighTower Advisors, LLC
<0.01%<0.01%#5$2.0M78,018$1.9M72,758+5,260+7.23%Add
DAVENPORT & Co LLC
0.01%<0.01%#3$1.0M39,824$228,9028,991+30,833+342.93%Add
Treasure Coast Financial Planning
0.39%0.49%#2$809,19331,640$945,21637,127-5,487-14.78%Reduce
Gilbert Capital Group, Inc.
0.4%#1$572,31722,378$00+22,378New Buy
Creative Planning
<0.01%<0.01%#6$401,52815,700$399,70615,70000.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%<0.01%#4$393,29215,377$340,38013,370+2,007+15.01%Add
JANE STREET GROUP, LLC
<0.01%#8$293,19211,464$00+11,464New Buy
SHP Wealth Management
<0.01%#7$72528$00+28New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow