13FBOX
ISHARES TR MRGSTR SM CP ETF · 13F Institutional Holdings
Options Calculator Rankings
I

ISHARES TR MRGSTR SM CP ETF

ISCB
Institutions
88
Combined AUM (Q2 2026)
$121.0M
Combined Shares (Q2 2026)
1.6M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+54,686
34 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-84,925
36 · 9 Exit · ≈
⚖️ Net
-30,239
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$121.0M
Institutions
88
New Buys
10
Adds
24
Reduces
27
Exits
9
Unchanged
27
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#51$26.4M349,227$23.5M371,276-22,049-5.94%Reduce
Cetera Investment Advisers
0.02%0.02%#24$20.5M271,969$17.6M270,252+1,717+0.64%Add
LPL Financial LLC
<0.01%<0.01%#36$15.0M198,078$12.3M189,650+8,428+4.44%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#58$5.4M72,111$4.7M71,704+407+0.57%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#73$4.8M63,984$4.1M63,604+380+0.60%Add
Goldstein Advisors, LLC
0.25%0.27%#4$2.7M36,131$2.4M36,963-832-2.25%Reduce
Gladstone Institutional Advisory LLC
0.08%0.09%#13$2.6M34,130$2.4M36,140-2,010-5.56%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#62$2.5M33,640$2.2M33,665-25-0.07%Reduce
Rockefeller Capital Management L.P.
<0.01%<0.01%#34$2.2M29,413$1.9M29,41300.00%Unchanged
HighTower Advisors, LLC
<0.01%<0.01%#48$2.0M26,647$1.7M26,648-1-0.00%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#75$2.0M26,509$2.0M31,012-4,503-14.52%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#39$2.0M26,267$2.0M30,351-4,084-13.46%Reduce
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#41$2.0M25,966$1.7M26,061-95-0.36%Reduce
CHOREO, LLC
0.02%0.02%#22$1.9M25,010$1.6M24,936+74+0.30%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#71$1.7M22,567$1.4M22,182+385+1.74%Add
UBS Group AG
<0.01%<0.01%#77$1.6M21,740$1.5M22,398-658-2.94%Reduce
Brand Asset Management Group, Inc.
0.35%0.36%#2$1.6M21,119$1.4M21,528-409-1.90%Reduce
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#59$1.5M20,184$1.4M21,429-1,245-5.81%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#76$1.5M19,907$757,00011,632+8,275+71.14%Add
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.07%0.07%#15$1.5M19,651$1.3M19,940-289-1.45%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#82$1.3M17,214$1.1M17,277-63-0.36%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#70$914,73312,208$457,1867,172+5,036+70.22%Add
Perigon Wealth Management, LLC
0.01%0.01%#26$826,03810,940$606,4989,318+1,622+17.41%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#57$778,01010,299$616,4639,467+832+8.79%Add
Richwood Investment Advisors, LLC
0.47%0.46%#1$674,5838,934$596,1599,159-225-2.46%Reduce
Legacy Wealth Partners, LLC
0.14%0.14%#8$639,0148,463$561,4848,626-163-1.89%Reduce
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#74$604,0568,000$520,7208,00000.00%Unchanged
FMR LLC
<0.01%<0.01%#84$587,1377,776$502,9977,728+48+0.62%Add
UNITED CAPITAL FINANCIAL ADVISORS, LLC
<0.01%<0.01%#37$584,8027,748$546,3238,392-644-7.67%Reduce
Private Advisor Group, LLC
<0.01%<0.01%#42$522,9446,926$452,6746,955-29-0.42%Reduce
Mariner, LLC
<0.01%<0.01%#64$489,0616,477$435,0486,684-207-3.10%Reduce
Opulen Financial Group LLC
0.3%0.28%#3$469,3686,216$403,4156,198+18+0.29%Add
PARSONS CAPITAL MANAGEMENT INC/RI
0.02%0.02%#21$466,6366,180$402,2576,18000.00%Unchanged
Beacon Pointe Advisors, LLC
<0.01%<0.01%#44$460,5206,099$396,9846,09900.00%Unchanged
BRIGHTON JONES LLC
0.01%#30$454,4286,018$00+6,018New Buy
Lido Advisors, LLC
<0.01%<0.01%#54$449,7335,956$386,5065,937+19+0.32%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#55$440,4345,833$422,0006,478-645-9.96%Reduce
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
0.23%0.23%#5$434,5825,755$374,6255,75500.00%Unchanged
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#47$411,2135,446$353,2435,427+19+0.35%Add
New Insight Wealth Advisors
0.11%0.13%#11$368,4764,880$360,7945,543-663-11.96%Reduce
JIM SAULNIER & ASSOCIATES, LLC
0.15%0.32%#7$365,1224,836$660,52710,148-5,312-52.35%Reduce
Christensen, King & Associates Investment Services, Inc.
0.14%0.13%#9$360,6864,777$310,9244,77700.00%Unchanged
Merit Financial Group, LLC
<0.01%<0.01%#43$354,2684,692$229,8203,531+1,161+32.88%Add
FLAGSTAR SECURITIES, INC
0.1%0.1%#12$328,3074,348$282,6054,341+7+0.16%Add
Pathway Financial Advisors LLC
0.04%0.04%#17$326,3174,350$286,1744,35000.00%Unchanged
Aptus Capital Advisors, LLC
<0.01%<0.01%#45$310,3354,110$266,8044,099+11+0.27%Add
GUARDIAN WEALTH ADVISORS, LLC / NC
0.02%0.02%#25$305,1534,041$262,3754,031+10+0.25%Add
Creative Planning
<0.01%<0.01%#79$296,2383,923$255,3683,92300.00%Unchanged
Equitable Holdings, Inc.
<0.01%<0.01%#49$289,9753,840$250,6253,855-15-0.39%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#85$283,1533,750$697,30910,713-6,963-65.00%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow