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

ISHARES TR

IYLD
Institutions
47
Combined AUM (Q2 2026)
$32.0M
Combined Shares (Q2 2026)
1.4M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+207,005
21 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-312,408
26 · 11 Exit · ≈
⚖️ Net
-105,403
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$32.0M
Institutions
47
New Buys
8
Adds
13
Reduces
15
Exits
11
Unchanged
11
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#25$7.3M327,823$6.5M306,663+21,160+6.90%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#26$5.9M266,659$5.7M262,693+3,966+1.51%Add
Perigon Wealth Management, LLC
0.03%0.03%#4$2.0M92,520$1.7M77,344+15,176+19.62%Add
Kestra Advisory Services, LLC
0.01%0.01%#9$1.6M73,376$2.7M122,463-49,087-40.08%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#37$1.4M61,455$813,31037,428+24,027+64.20%Add
Elevation Capital Advisory, LLC
0.51%#1$1.3M59,797$00+59,797New Buy
Kovack Advisors, Inc.
0.06%0.07%#3$1.2M55,380$1.3M61,424-6,044-9.84%Reduce
LPL Financial LLC
<0.01%<0.01%#29$1.2M54,063$1.2M53,243+820+1.54%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#31$1.1M47,959$1.0M47,619+340+0.71%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#24$1.0M46,233$452,98221,124+25,109+118.86%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#33$985,00044,490$1.5M70,784-26,294-37.15%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#17$704,96031,834$885,66040,758-8,924-21.90%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#20$623,12828,141$377,19517,358+10,783+62.12%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#15$539,42524,359$536,00024,665-306-1.24%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#44$500,01722,537$484,54622,53700.00%Unchanged
HighTower Advisors, LLC
<0.01%<0.01%#23$484,96121,900$483,98022,273-373-1.67%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#34$465,18721,007$458,36521,094-87-0.41%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#18$365,26816,495$294,51213,553+2,942+21.71%Add
JANE STREET GROUP, LLC
<0.01%#45$325,92714,718$00+14,718New Buy
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#39$323,38014,603$305,43714,056+547+3.89%Add
Cetera Investment Advisers
<0.01%<0.01%#28$297,76013,446$505,63823,269-9,823-42.21%Reduce
First Heartland Consultants, Inc.
0.02%0.03%#6$272,71312,315$345,83315,915-3,600-22.62%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#40$263,30211,890$452,20120,810-8,920-42.86%Reduce
Worth Financial Advisory Group, LLC
0.1%#2$246,25011,120$00+11,120New Buy
UBS Group AG
<0.01%<0.01%#43$235,00310,612$195,2668,986+1,626+18.09%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#30$221,78010,015$217,51710,010+5+0.05%Add
LVW Advisors, LLC
0.02%0.02%#5$208,7829,428$204,8719,42800.00%Unchanged
Global Retirement Partners, LLC
<0.01%#12$140,7976,358$00+6,358New Buy
FIRST HORIZON CORP
<0.01%#11$100,6704,546$00+4,546New Buy
Geneos Wealth Management Inc.
<0.01%<0.01%#13$91,0044,110$44,5362,049+2,061+100.59%Add
Grove Bank & Trust
0.01%0.01%#8$87,2953,942$85,6603,94200.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#21$83,3033,762$87,6824,017-255-6.35%Reduce
IFP Advisors, Inc
<0.01%<0.01%#14$72,6573,281$71,4923,290-9-0.27%Reduce
US BANCORP \DE\
<0.01%<0.01%#38$69,7563,150$68,4503,15000.00%Unchanged
N.E.W. Advisory Services LLC
<0.01%<0.01%#10$64,5742,916$63,3652,91600.00%Unchanged
Triumph Capital Management
0.01%0.01%#7$48,8292,205$48,3062,223-18-0.81%Reduce
NewEdge Advisors, LLC
<0.01%#36$36,0961,630$00+1,630New Buy
NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#46$29,4991,336$28,8841,33600.00%Unchanged
CX Institutional
<0.01%<0.01%#22$19,487880$20,000899-19-2.11%Reduce
EverSource Wealth Advisors, LLC
<0.01%<0.01%#27$8,991406$8,82240600.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#35$8,304375$8,14937500.00%Unchanged
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#42$6,383288$128,2945,904-5,616-95.12%Reduce
Founders Financial Alliance, LLC
<0.01%<0.01%#19$5,536250$5,43325000.00%Unchanged
Cape Investment Advisory, Inc.
<0.01%#16$4,163188$00+188New Buy
Institute for Wealth Management, LLC.
<0.01%#32$1,90586$00+86New Buy
Kingdom Financial Group LLC.
<0.01%<0.01%#41$2049$198900.00%Unchanged
FMR LLC
<0.01%<0.01%#47$221$22100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow