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

ISHARES TR

USRT
Institutions
439
Combined AUM (Q2 2026)
$3.28B
Combined Shares (Q2 2026)
49.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+12.1M
241 · 72 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3.2M
157 · 32 Exit · ≈
⚖️ Net
+8.8M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.28B
Institutions
439
New Buys
72
Adds
169
Reduces
125
Exits
32
Unchanged
73
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PRICE T ROWE ASSOCIATES INC /MD/
0.03%#213$319.1M4.8M$00+4.8MNew Buy
BlackRock, Inc.
<0.01%<0.01%#322$306.1M4.6M$271.3M4.6M+22,752+0.50%Add
US BANCORP \DE\
0.2%0.2%#126$185.7M2.8M$165.5M2.8M-1,063-0.04%Reduce
BANK OF AMERICA CORP /DE/
0.01%<0.01%#280$147.2M2.2M$35.0M591,718+1.6M+274.24%Add
GLENMEDE TRUST CO NA
0.57%0.57%#73$128.8M1.9M$116.3M2.0M-26,889-1.37%Reduce
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.07%0.07%#185$127.5M1.9M$107.7M1.8M+99,543+5.47%Add
LPL Financial LLC
0.03%0.01%#225$116.8M1.8M$44.6M753,274+1.0M+133.27%Add
Trust Co of Tennessee
13.88%13.61%#1$79.4M1.2M$73.1M1.2M-39,664-3.21%Reduce
Savant Capital, LLC
0.19%0.27%#133$63.2M950,667$56.6M956,526-5,859-0.61%Reduce
Cerity Partners LLC
0.08%0.08%#182$62.5M940,273$54.2M915,687+24,586+2.68%Add
Rakuten Investment Management, Inc.
0.16%0.18%#144$56.9M841,781$86.5M1.5M-641,961-43.27%Reduce
MORGAN STANLEY
<0.01%<0.01%#344$56.6M852,214$60.3M1.0M-175,230-17.05%Reduce
Apollon Wealth Management, LLC
0.68%0.55%#65$55.9M841,122$34.1M576,209+264,913+45.98%Add
Disciplina Capital Management LLC
5.37%5.4%#7$52.0M782,526$51.0M861,277-78,751-9.14%Reduce
FIFTH THIRD BANCORP
0.08%0.08%#175$51.6M776,678$46.0M777,590-912-0.12%Reduce
Prime Capital Investment Advisors, LLC
0.5%0.53%#84$51.4M773,229$45.8M774,046-817-0.11%Reduce
Fi3 FINANCIAL ADVISORS, LLC
11.06%0.22%#4$46.2M311,720$775,16913,096+298,624+2,280.27%Add
Blueprint Investment Partners LLC
3.58%1.33%#13$42.9M646,149$13.0M219,533+426,616+194.33%Add
MISSION WEALTH MANAGEMENT, LP
0.51%0.64%#83$41.9M630,453$31.1M526,069+104,384+19.84%Add
Corient Private Wealth LLC
0.03%0.05%#218$39.4M592,431$36.6M618,594-26,163-4.23%Reduce
HighTower Advisors, LLC
0.04%0.04%#208$38.3M576,946$33.1M558,811+18,135+3.25%Add
Rodgers & Associates, LTD
2.42%2.4%#21$26.7M401,892$23.6M399,013+2,879+0.72%Add
Charles Schwab Trust Co
1.45%1.58%#44$26.1M392,426$24.3M411,038-18,612-4.53%Reduce
SMI Advisory Services, LLC
4.1%#12$25.3M377,626$00+377,626New Buy
Neuberger Berman Group LLC
0.02%<0.01%#252$25.0M376,313$1.2M20,105+356,208+1,771.74%Add
Blueprint Financial Advisors LLC
2.66%1.12%#16$23.9M359,790$7.6M128,150+231,640+180.76%Add
CHOREO, LLC
0.25%0.28%#113$23.7M356,874$22.9M386,762-29,888-7.73%Reduce
STEPHENS INC /AR/
0.27%0.27%#111$23.7M356,379$21.6M365,635-9,256-2.53%Reduce
SUMITOMO LIFE INSURANCE CO
0.39%0.35%#93$23.6M355,500$14.8M249,700+105,800+42.37%Add
93 Financial Group, LLC
9.23%9.95%#5$23.4M351,878$22.3M376,929-25,051-6.65%Reduce
Financial & Tax Architects, LLC
4.75%4.31%#9$22.5M338,845$19.3M326,791+12,054+3.69%Add
S. R. Schill & Associates
13.1%12.09%#2$21.7M326,591$17.9M302,482+24,109+7.97%Add
FIDUCIENT ADVISORS LLC
2.92%2.28%#15$20.4M306,909$17.5M295,008+11,901+4.03%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03%0.06%#212$20.0M299,168$25.3M420,291-121,123-28.82%Reduce
OSAIC HOLDINGS, INC.
0.02%0.02%#234$19.4M292,646$15.0M253,954+38,692+15.24%Add
Stadion Money Management, LLC
1.6%1.75%#36$18.6M279,251$17.4M294,251-15,000-5.10%Reduce
Pure Financial Advisors, LLC
0.24%0.24%#120$18.5M278,505$16.5M278,174+331+0.12%Add
MPS Loria Financial Planners, LLC
4.21%4.18%#11$18.3M275,472$15.8M267,536+7,936+2.97%Add
CAPTRUST FINANCIAL ADVISORS
0.03%0.03%#221$18.2M273,818$16.2M273,603+215+0.08%Add
Rockbridge Investment Management, LCC
1.47%1.52%#42$18.1M272,169$17.0M286,467-14,298-4.99%Reduce
UBS Group AG
<0.01%<0.01%#358$17.9M269,733$16.7M281,989-12,256-4.35%Reduce
PGIM Custom Harvest LLC
0.22%0.25%#123$17.2M259,281$15.8M266,562-7,281-2.73%Reduce
Cetera Investment Advisers
0.02%0.01%#255$17.1M257,149$11.2M189,146+68,003+35.95%Add
Lido Advisors, LLC
0.05%0.04%#201$16.8M252,533$14.4M243,684+8,849+3.63%Add
TECTONIC ADVISORS LLC
0.81%0.76%#59$16.8M252,344$14.4M243,940+8,404+3.45%Add
HighPoint Advisor Group LLC
0.58%#71$16.6M249,669$00+249,669New Buy
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#376$16.2M243,424$11.8M200,168+43,256+21.61%Add
Biltmore Wealth Management, LLC
4.7%4.7%#10$15.1M226,548$13.2M223,292+3,256+1.46%Add
Cannon Financial Strategists, Inc.
1.61%1.63%#35$14.1M212,247$12.4M209,038+3,209+1.54%Add
MOLLER WEALTH PARTNERS
2.49%#20$13.8M206,928$00+206,928New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow