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

ISHARES TR

IBMU
Institutions
17
Combined AUM (Q2 2026)
$8.1M
Combined Shares (Q2 2026)
317,479
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+287,146
16 · 15 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-99,930
1 · 0 Exit · ≈
⚖️ Net
+187,216
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$8.1M
Institutions
17
New Buys
15
Adds
1
Reduces
1
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Quantum Financial Advisors, LLC
0.2%#1$2.3M91,626$00+91,626New Buy
LBMC INVESTMENT ADVISORS, LLC
0.07%#4$1.3M49,365$00+49,365New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#16$977,34738,433$761,63830,263+8,170+27.00%Add
COLDSTREAM CAPITAL MANAGEMENT INC
0.01%#12$722,84528,425$00+28,425New Buy
Hills Bank & Trust Co
0.03%#7$603,09623,716$00+23,716New Buy
Carnegie Investment Counsel
0.01%#11$406,87816,000$00+16,000New Buy
Rossmore Private Capital
0.03%#5$327,02912,860$00+12,860New Buy
Heritage Family Offices, LLP
0.11%#3$282,88211,124$00+11,124New Buy
Pacific Excel Wealth Advisors, Inc.
0.11%#2$282,88211,124$00+11,124New Buy
LEAVELL INVESTMENT MANAGEMENT, INC.
0.01%#9$255,82510,060$00+10,060New Buy
Kestra Advisory Services, LLC
<0.01%#14$246,2179,682$00+9,682New Buy
IFP Advisors, Inc
<0.01%#13$133,9905,269$00+5,269New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#15$130,4555,130$00+5,130New Buy
10Elms LLP
0.03%#6$61,0322,400$00+2,400New Buy
ADIRONDACK TRUST CO
0.01%#10$29,9951,180$00+1,180New Buy
Addison Advisors LLC
0.01%#8$25,8121,015$00+1,015New Buy
BlackRock, Inc.
<0.01%<0.01%#17$1,78070$2.5M100,000-99,930-99.93%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow