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

ISHARES TR

MAXJ
Institutions
45
Combined AUM (Q2 2026)
$73.5M
Combined Shares (Q2 2026)
2.5M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+173,658
15 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-592,507
24 · 7 Exit · ≈
⚖️ Net
-418,849
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$73.5M
Institutions
45
New Buys
4
Adds
11
Reduces
17
Exits
7
Unchanged
13
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BIP Wealth, LLC
0.69%1.03%#5$24.2M831,835$25.4M900,592-68,757-7.63%Reduce
J. L. Bainbridge & Co., Inc.
1.27%2.26%#2$16.1M552,310$25.4M902,170-349,860-38.78%Reduce
Ashton Thomas Private Wealth, LLC
0.07%0.05%#17$3.1M107,577$2.1M74,693+32,884+44.03%Add
Client First Capital LLC
1.04%1.1%#3$2.6M89,249$2.5M90,423-1,174-1.30%Reduce
PANORAMIC INVESTMENT ADVISORS, LLC
0.96%1.05%#4$2.0M69,150$1.9M69,15000.00%Unchanged
FC Advisory LLC
0.49%0.53%#6$1.8M63,301$1.8M64,553-1,252-1.94%Reduce
DIVERSIFY WEALTH MANAGEMENT, LLC
0.02%#21$1.7M59,653$00+59,653New Buy
HighTower Advisors, LLC
<0.01%<0.01%#32$1.6M56,450$1.7M59,217-2,767-4.67%Reduce
Balboa Wealth Partners
0.21%0.25%#10$1.6M53,797$1.5M53,79700.00%Unchanged
CRA Financial Services, LLC
0.13%0.15%#11$1.1M37,836$1.1M40,336-2,500-6.20%Reduce
Cetera Investment Advisers
<0.01%<0.01%#35$1.1M37,034$699,83924,853+12,181+49.01%Add
Crewe Advisors LLC
0.08%0.09%#16$1.1M36,295$1.0M36,29500.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#39$1.0M34,501$984,17834,950-449-1.28%Reduce
CROSSPOINT FINANCIAL, LLC
2.16%2.3%#1$945,38132,454$913,88732,45400.00%Unchanged
Blue Sky Capital Consultants Group, Inc.
0.39%0.26%#8$913,05131,344$535,28619,009+12,335+64.89%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#29$887,04530,451$953,30833,854-3,403-10.05%Reduce
AXXCESS WEALTH MANAGEMENT, LLC
0.01%#23$862,10529,595$00+29,595New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#34$858,27029,463$907,72032,235-2,772-8.60%Reduce
Grantvest Financial Group LLC
0.44%0.59%#7$763,23526,201$918,20032,607-6,406-19.65%Reduce
Encompass More Asset Management
0.11%0.14%#12$730,17325,066$849,77230,177-5,111-16.94%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#42$728,42525,006$518,53118,414+6,592+35.80%Add
Amplius Wealth Advisors, LLC
0.05%0.06%#19$706,37324,249$739,24626,252-2,003-7.63%Reduce
Cypress Wealth Services, LLC
0.08%0.09%#14$640,76921,997$619,42421,99700.00%Unchanged
MIDDLETON & CO INC/MA
0.07%0.07%#18$613,68221,067$649,55723,067-2,000-8.67%Reduce
OneDigital Investment Advisors LLC
0.01%0.01%#28$595,55020,445$537,69519,095+1,350+7.07%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#38$595,10820,429$530,31318,832+1,597+8.48%Add
Tradition Wealth Management, LLC
0.04%0.04%#20$587,14420,156$567,58520,15600.00%Unchanged
NBZ Investment Advisors LLC
0.22%0.24%#9$562,82119,321$544,07219,32100.00%Unchanged
LPL Financial LLC
<0.01%<0.01%#40$498,12317,100$372,35413,223+3,877+29.32%Add
BCGM Wealth Management, LLC
0.08%0.09%#13$379,98913,045$367,33013,04500.00%Unchanged
Weaver Consulting Group
0.08%0.09%#15$376,79712,935$380,15513,500-565-4.19%Reduce
Sigma Planning Corp
0.01%0.01%#27$299,30510,275$251,4048,928+1,347+15.09%Add
Proficio Capital Partners LLC
0.01%0.02%#26$291,1549,995$292,29710,380-385-3.71%Reduce
ARS Investment Partners, LLC
0.01%0.01%#24$290,1359,960$280,4709,96000.00%Unchanged
Ausdal Financial Partners, Inc.
0.01%#25$281,7039,671$00+9,671New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#45$245,6828,434$434,16515,418-6,984-45.30%Reduce
ARS Wealth Advisors Group, LLC
0.02%0.02%#22$231,2637,939$223,5597,93900.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#30$212,0087,278$204,9467,27800.00%Unchanged
Geneos Wealth Management Inc.
<0.01%<0.01%#31$102,1593,507$98,7573,50700.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#36$84,8802,914$83,0352,941-27-0.92%Reduce
EFG International AG
<0.01%<0.01%#33$76,7872,636$74,2292,63600.00%Unchanged
Blue Trust, Inc.
<0.01%#37$39,7041,363$00+1,363New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#43$30,2421,038$56320+1,018+5,090.00%Add
AE Wealth Management LLC
<0.01%<0.01%#44$6,001206$2,42286+120+139.53%Add
IFP Advisors, Inc
<0.01%<0.01%#41$3,641125$1,40850+75+150.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow