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

ISHARES TR

IDGT
Institutions
98
Combined AUM (Q2 2026)
$342.8M
Combined Shares (Q2 2026)
2.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.1M
82 · 50 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-27,826
15 · 9 Exit · ≈
⚖️ Net
+2.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$342.8M
Institutions
98
New Buys
50
Adds
32
Reduces
6
Exits
9
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#54$56.3M470,458$4.1M42,113+428,345+1,017.13%Add
MML INVESTORS SERVICES, LLC
0.1%0.01%#18$47.5M396,601$3.1M31,938+364,663+1,141.78%Add
Aprio Wealth Management, LLC
1.29%1.12%#4$26.1M218,032$20.6M210,424+7,608+3.62%Add
Equitable Holdings, Inc.
0.08%#20$13.5M112,530$00+112,530New Buy
MinichMacGregor Wealth Management, LLC
1.99%#2$13.1M109,398$00+109,398New Buy
Prospera Financial Services Inc
0.18%#13$12.5M104,530$00+104,530New Buy
Advisory Services Network, LLC
0.14%<0.01%#16$12.4M103,636$21,905224+103,412+46,166.07%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#67$12.2M101,747$3.7M38,172+63,575+166.55%Add
LPL Financial LLC
<0.01%<0.01%#56$12.0M100,526$8.3M84,409+16,117+19.09%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#64$10.9M91,208$482,0004,930+86,278+1,750.06%Add
OSAIC HOLDINGS, INC.
0.01%<0.01%#37$10.3M85,633$192,4361,966+83,667+4,255.70%Add
Well Done, LLC
1.18%#7$8.8M73,077$00+73,077New Buy
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#74$7.6M63,604$2.8M28,540+35,064+122.86%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#63$6.2M52,140$3.8M38,613+13,527+35.03%Add
THRIVENT FINANCIAL FOR LUTHERANS
0.01%0.01%#38$6.2M51,877$5.4M54,844-2,967-5.41%Reduce
Cadent Capital Advisors, LLC
1.19%#5$5.8M48,313$00+48,313New Buy
MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#45$5.6M46,436$4.7M47,582-1,146-2.41%Reduce
UBS Group AG
<0.01%<0.01%#73$5.3M43,847$1.6M16,145+27,702+171.58%Add
STIFEL FINANCIAL CORP
<0.01%#53$4.8M40,271$00+40,271New Buy
Cetera Investment Advisers
<0.01%<0.01%#52$4.7M38,945$3.7M37,476+1,469+3.92%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#66$4.4M36,904$4.0M40,802-3,898-9.55%Reduce
JANE STREET GROUP, LLC
<0.01%#83$3.8M31,990$00+31,990New Buy
VestGen Advisors, LLC
0.1%0.09%#17$3.5M29,564$3.3M27,719+1,845+6.66%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#81$3.3M27,204$2.3M23,199+4,005+17.26%Add
Wallace Hart LLC
2.03%#1$3.2M27,107$00+27,107New Buy
Waverly Advisors, LLC
0.02%<0.01%#32$2.7M22,649$544,9845,573+17,076+306.41%Add
Tudor Financial Inc.
1.18%#6$2.6M21,929$00+21,929New Buy
Arax Advisory Partners
0.02%#33$2.3M19,581$00+19,581New Buy
MORGAN STANLEY
<0.01%<0.01%#88$2.3M19,022$1.3M15,052+3,970+26.38%Add
Apollon Wealth Management, LLC
0.03%#28$2.1M17,592$00+17,592New Buy
Virtu Financial LLC
0.06%#22$2.0M16,942$00+16,942New Buy
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#71$2.0M16,439$1.2M12,269+4,170+33.99%Add
Wagner Wealth Management, Corp
1.57%#3$1.9M16,277$00+16,277New Buy
Steward Partners Investment Advisory, LLC
0.01%<0.01%#39$1.9M15,734$831,3608,501+7,233+85.08%Add
LEE JOHNSON CAPITAL MANAGEMENT, LLC
0.48%#10$1.5M12,864$00+12,864New Buy
Krilogy Financial LLC
0.04%0.04%#24$1.4M11,805$1.3M11,275+530+4.70%Add
Atria Investments, Inc
0.01%#35$1.3M11,234$00+11,234New Buy
Tower Research Capital LLC (TRC)
0.03%#27$1.3M10,559$00+10,559New Buy
HARMONY ASSET MANAGEMENT LLC
0.31%#11$1.2M9,629$00+9,629New Buy
High Point Wealth Management, LLC
0.87%0.3%#8$1.1M8,910$309,5053,165+5,745+181.52%Add
MUIRFIELD WEALTH ADVISORS LLC
0.67%#9$1.0M8,540$00+8,540New Buy
Integrated Wealth Concepts LLC
<0.01%#48$1.0M8,480$00+8,480New Buy
Sanctuary Advisors, LLC
<0.01%#49$994,8448,308$00+8,308New Buy
DAVENPORT & Co LLC
<0.01%#51$870,5107,270$00+7,270New Buy
Nikulski Financial, Inc.
0.18%#14$818,5076,836$00+6,836New Buy
Haven Private, LLC
0.3%0.09%#12$779,8676,513$212,2042,170+4,343+200.14%Add
KKM Financial LLC
0.09%#19$653,7805,460$00+5,460New Buy
TRUIST FINANCIAL CORP
<0.01%<0.01%#72$625,4345,223$594,1986,076-853-14.04%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#65$581,5774,857$456,0004,667+190+4.07%Add
GREAT VALLEY ADVISOR GROUP, INC.
0.01%#41$570,5614,765$00+4,765New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow