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

ISHARES TR

MADE
Institutions
27
Combined AUM (Q2 2026)
$12.2M
Combined Shares (Q2 2026)
309,402
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+84,794
18 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-56,819
8 · 4 Exit · ≈
⚖️ Net
+27,975
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$12.2M
Institutions
27
New Buys
8
Adds
10
Reduces
4
Exits
4
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WealthBridge Capital Management, LLC
0.37%0.46%#3$1.9M47,128$2.0M60,081-12,953-21.56%Reduce
WealthCare Investment Partners, LLC
0.44%0.28%#2$1.8M45,961$1.0M29,025+16,936+58.35%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#12$984,74824,957$71,3702,142+22,815+1,065.13%Add
Summit Financial, LLC
0.01%0.01%#6$932,67723,636$716,78021,512+2,124+9.87%Add
Mascagni Wealth Management, Inc.
0.55%0.51%#1$890,94622,578$713,96521,428+1,150+5.37%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#21$853,67821,634$747,23422,426-792-3.53%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#8$799,30220,256$681,19420,444-188-0.92%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#19$719,00018,241$40,0001,212+17,029+1,405.03%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%<0.01%#7$466,39311,819$261,2457,132+4,687+65.72%Add
TFB Advisors LLC
0.2%0.2%#4$450,63311,420$380,51411,42000.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#14$409,81010,385$510,77015,329-4,944-32.25%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#13$407,42510,325$305,0009,144+1,181+12.92%Add
Allegheny Financial Group
0.04%0.04%#5$397,75710,080$303,8789,120+960+10.53%Add
Cetera Investment Advisers
<0.01%<0.01%#17$373,3279,461$288,0028,644+817+9.45%Add
LPL Financial LLC
<0.01%#20$364,6059,240$00+9,240New Buy
MML INVESTORS SERVICES, LLC
<0.01%#16$218,0955,527$00+5,527New Buy
IFP Advisors, Inc
<0.01%<0.01%#9$177,6494,502$98,9942,971+1,531+51.53%Add
Provenance Wealth Advisors, LLC
<0.01%<0.01%#10$21,308540$17,99354000.00%Unchanged
HHM Wealth Advisors, LLC
<0.01%<0.01%#11$18,507469$15,62846900.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#18$15,784400$13,58040000.00%Unchanged
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%#24$11,838300$00+300New Buy
Integrated Wealth Concepts LLC
<0.01%#22$6,393162$00+162New Buy
Continuum Advisory, LLC
<0.01%#15$5,874149$00+149New Buy
MORGAN STANLEY
<0.01%#26$5,130130$00+130New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#25$2,17055$00+55New Buy
Arax Advisory Partners
<0.01%<0.01%#23$1,79846$1,5174600.00%Unchanged
JPMORGAN CHASE & CO
<0.01%#27$551$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow