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

ISHARES TR

AOK
Institutions
184
Combined AUM (Q2 2026)
$244.2M
Combined Shares (Q2 2026)
5.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.1M
89 · 33 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-624,063
72 · 12 Exit · ≈
⚖️ Net
+441,002
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$244.2M
Institutions
184
New Buys
33
Adds
56
Reduces
60
Exits
12
Unchanged
35
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.01%0.01%#102$26.1M629,396$25.5M638,539-9,143-1.43%Reduce
BlackRock, Inc.
<0.01%<0.01%#164$15.8M381,368$13.7M343,820+37,548+10.92%Add
Strategic Investment Solutions, Inc. /IL
3.3%3.85%#2$14.4M347,664$15.8M396,812-49,148-12.39%Reduce
Elevation Capital Advisory, LLC
4.68%1.75%#1$12.1M292,381$4.1M102,956+189,425+183.99%Add
Curran Financial Partners, LLC
1.4%1.45%#6$9.4M226,292$8.1M203,036+23,256+11.45%Add
Cetera Investment Advisers
0.01%0.01%#91$8.6M207,720$8.0M200,198+7,522+3.76%Add
MORGAN STANLEY
<0.01%<0.01%#157$7.3M175,361$7.9M197,480-22,119-11.20%Reduce
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
0.1%#36$7.1M170,773$00+170,773New Buy
One Capital Management, LLC
0.2%0.19%#21$7.0M175,243$7.0M175,24300.00%Unchanged
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#151$6.8M163,393$6.6M165,955-2,562-1.54%Reduce
Investment Advisory Group, LLC
1.43%1.49%#5$6.6M158,398$5.9M147,271+11,127+7.56%Add
Weaver Consulting Group
1.32%1.41%#7$6.4M155,483$5.9M148,591+6,892+4.64%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#100$5.4M130,764$3.6M89,901+40,863+45.45%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#85$4.7M114,469$4.1M103,594+10,875+10.50%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#146$4.3M102,774$4.3M108,224-5,450-5.04%Reduce
Hershey Financial Advisers, LLC
2.87%#3$4.0M96,363$00+96,363New Buy
STIFEL FINANCIAL CORP
<0.01%<0.01%#118$3.9M93,294$2.9M71,533+21,761+30.42%Add
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.04%0.04%#57$3.4M83,171$3.2M79,258+3,913+4.94%Add
GTS SECURITIES LLC
0.07%#44$3.4M81,672$00+81,672New Buy
Private Advisor Group, LLC
0.01%0.01%#83$2.8M66,873$2.9M71,809-4,936-6.87%Reduce
CONGRESS ASSET MANAGEMENT CO
0.02%0.05%#81$2.6M63,705$7.1M178,434-114,729-64.30%Reduce
High Net Worth Advisory Group LLC
0.55%0.53%#10$2.6M62,600$2.3M56,600+6,000+10.60%Add
GILPIN WEALTH MANAGEMENT, LLC
1.79%2.24%#4$2.6M62,505$2.8M71,015-8,510-11.98%Reduce
Legacy Capital Wealth Partners, LLC
0.43%0.45%#13$2.3M54,879$2.2M54,87900.00%Unchanged
AVALON CAPITAL MANAGEMENT
0.5%0.58%#11$2.1M50,746$2.1M51,432-686-1.33%Reduce
Rothschild Wealth LLC
0.16%0.14%#25$2.0M47,634$1.6M40,052+7,582+18.93%Add
HARBOUR INVESTMENTS, INC.
0.03%0.03%#64$2.0M47,557$1.8M45,398+2,159+4.76%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#175$1.8M44,422$1.8M44,425-3-0.01%Reduce
Lido Advisors, LLC
<0.01%0.01%#108$1.8M43,175$2.2M55,500-12,325-22.21%Reduce
BASSO CAPITAL MANAGEMENT, L.P.
0.36%#15$1.7M40,858$00+40,858New Buy
Brookstone Capital Management
0.02%0.1%#80$1.6M38,706$8.7M218,371-179,665-82.28%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#126$1.6M38,697$1.6M39,691-994-2.50%Reduce
JANE STREET GROUP, LLC
<0.01%#169$1.5M37,111$00+37,111New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#171$1.5M36,402$2.7M68,378-31,976-46.76%Reduce
NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#134$1.5M35,767$1.2M31,119+4,648+14.94%Add
J.W. COLE ADVISORS, INC.
0.02%#68$1.4M33,088$00+33,088New Buy
RCW Management, LLC
1.19%1.31%#8$1.3M31,989$1.3M31,98900.00%Unchanged
Consilium Wealth Advisory, LLC
0.39%0.5%#14$1.3M31,827$1.5M36,450-4,623-12.68%Reduce
Equitable Holdings, Inc.
0.01%0.01%#93$1.2M30,123$1.0M25,147+4,976+19.79%Add
Corient Private Wealth LLC
<0.01%<0.01%#142$1.2M30,050$1.2M30,021+29+0.10%Add
BlueStem Wealth Partners, LLC
0.12%0.13%#33$1.2M29,199$1.2M30,427-1,228-4.04%Reduce
RIK SAYLOR FINANCIAL, INC.
0.8%0.89%#9$1.2M28,954$1.2M29,489-535-1.81%Reduce
Mariner, LLC
<0.01%<0.01%#135$1.2M28,754$1.5M38,373-9,619-25.07%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#163$1.2M28,116$1.2M29,764-1,648-5.54%Reduce
Ameritas Advisory Services, LLC
0.02%#71$1.1M27,282$00+27,282New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#168$1.1M27,083$857,07721,486+5,597+26.05%Add
UBS Group AG
<0.01%<0.01%#166$1.1M26,930$1.1M28,337-1,407-4.97%Reduce
Thrive Capital Management, LLC
0.21%0.23%#20$1.1M26,529$1.0M25,970+559+2.15%Add
L.K. Benson & Company, P.C.
0.29%#17$971,37823,418$00+23,418New Buy
PERRYMAN FINANCIAL ADVISORY INC /AD
0.13%0.14%#32$952,72322,968$925,38723,198-230-0.99%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow