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

ISHARES TR NORTH AMERN NAT

IGE
Institutions
172
Combined AUM (Q2 2026)
$396.4M
Combined Shares (Q2 2026)
7.0M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.1M
85 · 26 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.8M
77 · 28 Exit · ≈
⚖️ Net
-726,874
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$396.4M
Institutions
172
New Buys
26
Adds
59
Reduces
49
Exits
28
Unchanged
38
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#94$45.0M801,288$62.9M998,585-197,297-19.76%Reduce
MORGAN STANLEY
<0.01%<0.01%#102$44.5M792,391$39.5M806,264-13,873-1.72%Reduce
CITIZENS & NORTHERN CORP
5.49%7.37%#1$24.0M427,918$29.6M469,769-41,851-8.91%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#119$20.1M358,112$17.1M272,059+86,053+31.63%Add
LPL Financial LLC
<0.01%<0.01%#90$15.4M273,711$17.1M271,770+1,941+0.71%Add
Wealthcare Advisory Partners LLC
0.28%0.28%#13$14.7M261,750$14.5M230,064+31,686+13.77%Add
TWO SIGMA INVESTMENTS, LP
0.01%#62$14.3M254,900$00+254,900New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#109$13.9M246,691$16.8M266,792-20,101-7.53%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#97$13.3M236,243$1.1M17,851+218,392+1,223.42%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#115$11.4M203,193$13.7M217,897-14,704-6.75%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#101$10.1M180,049$10.9M173,706+6,343+3.65%Add
Ameritas Investment Partners, Inc.
0.23%0.29%#15$8.7M154,661$9.6M152,298+2,363+1.55%Add
Beacon Pointe Advisors, LLC
0.04%0.06%#40$8.7M154,027$12.2M193,886-39,859-20.56%Reduce
Steward Partners Investment Advisory, LLC
0.04%0.06%#45$6.9M122,526$12.3M195,538-73,012-37.34%Reduce
D.A. DAVIDSON & CO.
0.04%0.05%#42$6.7M120,095$7.7M122,173-2,078-1.70%Reduce
Qube Research & Technologies Ltd
0.01%#72$6.3M112,693$00+112,693New Buy
Chicago Wealth Management, Inc.
2.19%#2$6.2M109,862$00+109,862New Buy
Pure Financial Advisors, LLC
0.08%0.1%#29$5.9M105,750$6.7M105,732+18+0.02%Add
Factor Wealth Management LTD
0.89%1.15%#6$5.9M104,309$6.1M96,957+7,352+7.58%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#96$5.7M101,905$8.6M136,300-34,395-25.23%Reduce
UBS Group AG
<0.01%<0.01%#135$4.9M88,043$10.6M168,545-80,502-47.76%Reduce
MML INVESTORS SERVICES, LLC
0.01%0.01%#68$4.1M73,035$3.7M58,033+15,002+25.85%Add
Allianz Asset Management GmbH
<0.01%<0.01%#85$4.1M65,000$4.1M65,00000.00%Unchanged
Courage Miller Partners, LLC
0.82%0.98%#8$3.1M55,580$3.5M55,023+557+1.01%Add
Cetera Investment Advisers
<0.01%<0.01%#98$2.9M52,114$3.6M56,698-4,584-8.08%Reduce
JENNISON ASSOCIATES LLC
<0.01%<0.01%#120$2.9M51,365$558,3998,872+42,493+478.96%Add
Zeit Capital LLC
1.56%1.93%#4$2.6M45,953$2.9M45,899+54+0.12%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#156$2.4M43,045$982,43015,609+27,436+175.77%Add
Sachetta, LLC
1.04%1.35%#5$2.1M38,087$2.5M39,650-1,563-3.94%Reduce
GFS Advisors, LLC
0.22%0.07%#17$2.1M8,588$547,4528,698-110-1.26%Reduce
Wealthcare Capital Partners, LLC
0.83%1.01%#7$2.0M35,583$2.2M34,417+1,166+3.39%Add
Windward Private Wealth Management Inc.
0.63%0.78%#9$2.0M35,116$2.3M36,031-915-2.54%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#106$1.9M34,452$2.0M31,203+3,249+10.41%Add
GUIDANCE CAPITAL, INC
0.4%0.41%#11$1.9M32,498$1.8M29,325+3,173+10.82%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#139$1.8M32,494$1.9M30,084+2,410+8.01%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#159$1.8M31,810$2.1M34,205-2,395-7.00%Reduce
American Wealth Advisors, LLC
1.68%2.1%#3$1.8M31,803$2.0M31,990-187-0.58%Reduce
Arkadios Wealth Advisors
0.03%0.03%#52$1.8M31,478$1.9M30,354+1,124+3.70%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#155$1.7M31,147$218,2133,467+27,680+798.38%Add
ROTHSCHILD INVESTMENT LLC
0.06%0.1%#32$1.7M29,879$1.9M29,875+4+0.01%Add
ARKANSAS FINANCIAL GROUP, INC.
0.21%0.25%#18$1.6M29,175$1.8M28,859+316+1.09%Add
Independent Advisor Alliance
0.04%0.02%#41$1.6M28,924$1.9M29,504-580-1.97%Reduce
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.08%0.09%#30$1.6M27,949$1.8M28,290-341-1.21%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#116$1.5M27,109$1.7M27,793-684-2.46%Reduce
D. E. Shaw & Co., Inc.
<0.01%#133$1.4M25,353$00+25,353New Buy
LEAVELL INVESTMENT MANAGEMENT, INC.
0.05%0.05%#35$1.4M24,830$1.2M18,370+6,460+35.17%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#140$1.4M24,590$1.4M21,705+2,885+13.29%Add
Asset Management Group, Inc.
0.2%0.26%#20$1.3M24,003$1.6M25,835-1,832-7.09%Reduce
Cooper Financial Group
0.11%0.14%#24$1.3M22,598$1.4M22,075+523+2.37%Add
ASSETMARK, INC
<0.01%0.01%#107$1.3M22,582$4.0M63,806-41,224-64.61%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow