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

ISHARES TR

IAI
Institutions
193
Combined AUM (Q2 2026)
$869.9M
Combined Shares (Q2 2026)
5.0M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.2M
89 · 34 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.2M
76 · 15 Exit · ≈
⚖️ Net
-978,518
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$869.9M
Institutions
193
New Buys
34
Adds
55
Reduces
61
Exits
15
Unchanged
43
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Fisher Asset Management, LLC
0.03%0.03%#63$104.3M594,695$100.9M614,447-19,752-3.21%Reduce
MEITAV INVESTMENT HOUSE LTD
0.52%#19$77.1M439,719$00+439,719New Buy
MORGAN STANLEY
<0.01%<0.01%#106$74.7M425,828$74.2M419,378+6,450+1.54%Add
MML INVESTORS SERVICES, LLC
0.1%0.09%#44$48.1M274,228$33.3M202,545+71,683+35.39%Add
Phoenix Financial Ltd.
0.32%#26$47.9M273,000$00+273,000New Buy
TWO SIGMA INVESTMENTS, LP
0.03%0.04%#62$43.3M247,200$48.0M292,100-44,900-15.37%Reduce
WELLS FARGO & COMPANY/MN
0.01%0.01%#89$41.8M238,156$37.8M230,213+7,943+3.45%Add
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
0.94%#12$22.8M130,297$00+130,297New Buy
OSAIC HOLDINGS, INC.
0.03%0.03%#68$22.4M127,703$17.4M105,754+21,949+20.75%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#134$21.8M124,159$27.4M166,791-42,632-25.56%Reduce
LPL Financial LLC
<0.01%0.01%#101$20.9M118,978$23.1M140,579-21,601-15.37%Reduce
AlphaCore Capital LLC
0.36%0.46%#24$19.4M110,918$19.4M118,393-7,475-6.31%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#119$16.6M94,678$14.9M90,533+4,145+4.58%Add
Equitable Holdings, Inc.
0.1%0.09%#45$16.4M93,476$13.9M82,973+10,503+12.66%Add
AMERIPRISE FINANCIAL INC
<0.01%0.01%#115$16.3M93,144$33.1M201,934-108,790-53.87%Reduce
MinichMacGregor Wealth Management, LLC
2.02%2.02%#3$13.3M75,770$11.5M69,755+6,015+8.62%Add
UBS Group AG
<0.01%<0.01%#131$13.1M74,958$14.0M85,067-10,109-11.88%Reduce
Prospera Financial Services Inc
0.18%0.18%#34$12.3M70,074$11.4M69,694+380+0.55%Add
Advisory Services Network, LLC
0.14%0.14%#36$12.1M69,231$10.6M64,606+4,625+7.16%Add
WESPAC Advisors SoCal, LLC
1.78%2.08%#4$10.2M58,167$9.8M59,710-1,543-2.58%Reduce
Well Done, LLC
1.25%1.2%#8$9.3M52,860$8.2M49,730+3,130+6.29%Add
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
1.07%#11$8.6M49,207$00+49,207New Buy
Harel Insurance Investments & Financial Services Ltd.
0.04%2.02%#54$8.5M48,200$297.2M1.8M-1.8M-97.34%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#124$8.0M45,540$7.9M48,017-2,477-5.16%Reduce
Prostatis Group LLC
1.78%1.38%#5$7.7M43,658$5.4M32,926+10,732+32.59%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#148$7.1M40,389$2.8M17,067+23,322+136.65%Add
STIFEL FINANCIAL CORP
0.01%0.01%#96$7.0M40,081$6.5M39,881+200+0.50%Add
Quadrature Capital Ltd
0.06%0.03%#51$6.9M39,086$2.3M14,033+25,053+178.53%Add
Cadent Capital Advisors, LLC
1.37%1.64%#7$6.6M37,859$6.3M38,495-636-1.65%Reduce
GTS SECURITIES LLC
0.12%0.02%#39$5.7M32,510$464,3012,828+29,682+1,049.58%Add
Steward Partners Investment Advisory, LLC
0.03%0.03%#67$5.4M30,939$5.1M31,265-326-1.04%Reduce
McGuire Investment Group, LLC
0.49%0.58%#21$5.1M31,045$5.1M31,04500.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#104$4.8M27,157$3.6M21,810+5,347+24.52%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#95$4.7M26,639$4.5M27,175-536-1.97%Reduce
HighTower Advisors, LLC
<0.01%0.01%#105$4.2M23,813$7.1M43,079-19,266-44.72%Reduce
Qube Research & Technologies Ltd
<0.01%<0.01%#109$4.1M23,536$2.5M15,436+8,100+52.47%Add
COTTONWOOD CAPITAL ADVISORS, LLC
2.48%2.54%#2$4.1M23,514$3.6M21,939+1,575+7.18%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#145$4.1M23,348$3.9M23,872-524-2.20%Reduce
Janney Montgomery Scott LLC
0.01%0.01%#87$4.0M22,759$4.4M26,979-4,220-15.64%Reduce
SFI Advisors, LLC
3.37%3.89%#1$3.9M22,270$3.7M22,563-293-1.30%Reduce
Nan Shan Life Insurance Co., Ltd.
0.11%0.12%#42$3.6M20,580$3.4M20,58000.00%Unchanged
ARS Investment Partners, LLC
0.16%0.17%#35$3.6M20,334$3.3M20,164+170+0.84%Add
1 NORTH WEALTH SERVICES LLC
1.12%1.1%#10$3.4M19,538$3.0M18,544+994+5.36%Add
Game Plan Financial Advisors, LLC
1.21%0.01%#9$3.3M13,468$16,418100+13,368+13,368.00%Add
Tudor Financial Inc.
1.43%1.58%#6$3.2M18,208$3.1M18,835-627-3.33%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#142$3.1M17,709$2.5M15,897+1,812+11.40%Add
Arete Wealth Advisors, LLC
0.09%#46$2.8M16,248$00+16,248New Buy
HERITAGE OAK WEALTH ADVISORS LLC
0.8%0.84%#15$2.7M15,573$2.6M16,031-458-2.86%Reduce
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#90$2.7M15,336$2.6M16,001-665-4.16%Reduce
VALICENTI ADVISORY SERVICES INC
0.5%0.49%#20$2.7M15,173$2.1M12,960+2,213+17.08%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow