13FBOX
ISHARES TR BLOCKCHAIN & TEC · 13F Institutional Holdings
Options Calculator Rankings
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ISHARES TR BLOCKCHAIN & TEC

IBLC
Institutions
34
Combined AUM (Q2 2026)
$26.6M
Combined Shares (Q2 2026)
575,435
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+158,859
18 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-141,793
14 · 9 Exit · ≈
⚖️ Net
+17,066
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$26.6M
Institutions
34
New Buys
7
Adds
11
Reduces
5
Exits
9
Unchanged
11
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Foguth Wealth Management, LLC.
1.27%1.03%#1$11.2M251,149$8.8M159,355+91,794+57.60%Add
Financial Engines Advisors L.L.C.
<0.01%<0.01%#11$2.1M43,108$1.8M49,603-6,495-13.09%Reduce
Vise Technologies, Inc.
0.02%0.01%#7$1.8M37,087$657,13716,063+21,024+130.88%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#14$1.8M38,501$1.4M38,322+179+0.47%Add
Steward Partners Investment Advisory, LLC
0.01%<0.01%#9$1.7M35,802$729,68419,969+15,833+79.29%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#16$1.5M31,482$820,74022,460+9,022+40.17%Add
WCG Wealth Advisors LLC
0.02%0.02%#6$1.0M21,620$793,07621,704-84-0.39%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#28$1.0M21,432$783,12521,43200.00%Unchanged
JAMES INVESTMENT RESEARCH, INC.
0.07%0.05%#3$643,73913,375$423,42611,588+1,787+15.42%Add
Bison Wealth, LLC
0.05%0.06%#5$570,24012,000$633,84012,00000.00%Unchanged
Creative Planning
<0.01%<0.01%#24$520,57410,816$395,21710,81600.00%Unchanged
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
<0.01%<0.01%#12$507,05010,535$340,1149,308+1,227+13.18%Add
Rockefeller Capital Management L.P.
<0.01%<0.01%#21$451,3169,377$338,3259,259+118+1.27%Add
Sound Income Strategies, LLC
0.01%0.01%#8$303,8456,313$230,3616,31300.00%Unchanged
Acorn Wealth Advisors, LLC
0.06%#4$249,5545,185$00+5,185New Buy
Forefront Wealth Partners, LLC
0.1%0.1%#2$238,2576,520$238,2576,52000.00%Unchanged
Empower Advisory Group, LLC
<0.01%#22$219,2324,555$00+4,555New Buy
Wealthspire Advisors, LLC
<0.01%#18$211,2434,389$00+4,389New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#17$151,6713,151$232,1236,361-3,210-50.46%Reduce
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#27$136,6762,840$00+2,840New Buy
LANARK FINANCIAL, INC.
0.01%0.01%#10$92,9391,931$70,5581,93100.00%Unchanged
ALLIANZ SE
<0.01%<0.01%#19$79,2221,646$60,1451,64600.00%Unchanged
Arax Advisory Partners
<0.01%#26$36,098750$00+750New Buy
HHM Wealth Advisors, LLC
<0.01%<0.01%#13$29,552614$22,43661400.00%Unchanged
Provenance Wealth Advisors, LLC
<0.01%<0.01%#15$24,450508$18,56250800.00%Unchanged
BlackRock, Inc.
<0.01%<0.01%#33$17,182357$13,04535700.00%Unchanged
UMB Bank, n.a.
<0.01%<0.01%#29$5,294110$3,58198+12+12.24%Add
ASSETMARK, INC
<0.01%#32$4,813100$00+100New Buy
Capital Investment Advisory Services, LLC
<0.01%<0.01%#25$4,813100$3,65410000.00%Unchanged
Glass Jacobson Investment Advisors llc
<0.01%0.02%#23$1,34828$46,1771,264-1,236-97.78%Reduce
MORGAN STANLEY
<0.01%<0.01%#34$1,05922$731+21+2,100.00%Add
Ashton Thomas Private Wealth, LLC
<0.01%#30$72215$00+15New Buy
SBI Securities Co., Ltd.
<0.01%<0.01%#31$62613$1835+8+160.00%Add
Strategic Advocates LLC
<0.01%0.02%#20$1934$4,823132-128-96.97%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow