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

ISHARES TR

IRTR
Institutions
8
Combined AUM (Q2 2026)
$2.2M
Combined Shares (Q2 2026)
68,815
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+26,175
6 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6,910
1 · 1 Exit · ≈
⚖️ Net
+19,265
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.2M
Institutions
8
New Buys
4
Adds
2
Reduces
0
Exits
1
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Valmark Advisers, Inc.
0.01%0.01%#2$1.1M35,621$1.1M35,62100.00%Unchanged
Realta Investment Advisors
0.09%#1$300,7729,364$00+9,364New Buy
JANE STREET GROUP, LLC
<0.01%#8$249,3487,763$00+7,763New Buy
Summit Financial, LLC
<0.01%#5$216,2206,732$00+6,732New Buy
Geneos Wealth Management Inc.
<0.01%<0.01%#4$175,3755,460$111,4203,640+1,820+50.00%Add
Aptus Capital Advisors, LLC
<0.01%<0.01%#7$93,7262,918$88,6742,897+21+0.72%Add
AMERIFLEX GROUP, INC.
0.01%0.01%#3$15,482482$14,75348200.00%Unchanged
Golden State Wealth Management, LLC
<0.01%#6$15,257475$00+475New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow