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

ISHARES TR

JXI
Institutions
82
Combined AUM (Q2 2026)
$99.2M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+279,771
47 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-403,058
30 · 9 Exit · ≈
⚖️ Net
-123,287
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$99.2M
Institutions
82
New Buys
12
Adds
35
Reduces
21
Exits
9
Unchanged
14
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#34$14.6M171,606$11.3M131,392+40,214+30.61%Add
MORGAN STANLEY
<0.01%<0.01%#44$13.2M155,230$6.9M88,725+66,505+74.96%Add
Federation des caisses Desjardins du Quebec
0.03%0.04%#14$10.9M128,681$11.9M138,361-9,680-7.00%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#43$3.8M44,733$9.8M112,984-68,251-60.41%Reduce
NTV ASSET MANAGEMENT LLC
0.34%0.4%#4$3.5M40,845$3.6M41,860-1,015-2.42%Reduce
Cetera Investment Advisers
<0.01%<0.01%#35$3.4M39,776$2.9M33,010+6,766+20.50%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#41$3.1M36,814$4.5M51,544-14,730-28.58%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#62$2.9M34,280$00+34,280New Buy
HRT FINANCIAL LP
0.01%#28$2.9M33,568$00+33,568New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#61$2.7M32,320$2.0M22,760+9,560+42.00%Add
FLOW TRADERS U.S. LLC
0.11%0.03%#7$2.6M30,309$1.0M11,776+18,533+157.38%Add
GUARDIAN CAPITAL LP
0.05%0.06%#10$2.2M26,100$2.3M26,300-200-0.76%Reduce
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.04%0.04%#13$2.0M23,331$1.9M22,049+1,282+5.81%Add
Kestra Advisory Services, LLC
0.01%0.02%#25$1.9M22,666$4.5M51,605-28,939-56.08%Reduce
UBS Group AG
<0.01%<0.01%#59$1.8M21,579$1.7M20,162+1,417+7.03%Add
Solstein Capital, LLC
0.6%0.02%#1$1.8M21,341$39,716460+20,881+4,539.35%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#70$1.7M20,276$1.6M18,937+1,339+7.07%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#57$1.7M19,702$1.4M16,303+3,399+20.85%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#60$1.4M16,720$1.7M19,948-3,228-16.18%Reduce
BARINGS LLC
0.02%0.14%#16$1.3M15,422$8.9M102,707-87,285-84.98%Reduce
Cumberland Partners Ltd
0.08%0.1%#9$1.3M14,838$1.3M14,613+225+1.54%Add
Private Advisor Group, LLC
0.01%0.01%#27$1.2M13,898$1.1M12,931+967+7.48%Add
J. Safra Sarasin Holding AG
0.02%0.02%#17$1.1M12,631$1.1M12,63100.00%Unchanged
Janney Montgomery Scott LLC
<0.01%<0.01%#36$1.1M12,609$943,00010,926+1,683+15.40%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#38$1.1M12,358$971,36411,251+1,107+9.84%Add
Nova Wealth Management, Inc.
0.54%0.46%#2$980,49911,539$709,0568,212+3,327+40.51%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#50$929,43910,868$594,5277,026+3,842+54.68%Add
Equitable Holdings, Inc.
<0.01%<0.01%#31$805,4009,479$755,2739,603-124-1.29%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#65$793,5319,339$668,3187,741+1,598+20.64%Add
LOM Asset Management Ltd
0.2%0.21%#5$759,2928,936$728,5378,438+498+5.90%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#32$712,7238,388$692,8398,025+363+4.52%Add
Nautilus Advisors LLC
0.37%#3$628,3917,408$00+7,408New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#39$470,1395,533$503,0005,821-288-4.95%Reduce
Eagle Strategies LLC
0.05%0.06%#11$464,7015,469$463,6465,370+99+1.84%Add
GLOBALT Investments LLC / GA
0.02%0.02%#18$462,0675,438$493,9515,721-283-4.95%Reduce
J.W. COLE ADVISORS, INC.
0.01%#21$454,6885,351$00+5,351New Buy
Gladstone Institutional Advisory LLC
0.01%0.01%#19$406,2364,781$224,4642,599+2,182+83.96%Add
Sava Infond d.o.o.
0.03%0.06%#15$390,8624,600$397,1644,60000.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#75$373,8684,400$379,8964,40000.00%Unchanged
Beacon Pointe Advisors, LLC
<0.01%<0.01%#37$371,6174,373$684,5827,929-3,556-44.85%Reduce
Sightline Wealth Advisors, LLC
0.13%0.15%#6$345,1654,062$348,7154,039+23+0.57%Add
Belvedere Trading LLC
<0.01%<0.01%#49$331,3833,900$259,0203,000+900+30.00%Add
Advisory Services Network, LLC
<0.01%<0.01%#33$319,0203,755$342,1223,963-208-5.25%Reduce
Creative Planning
<0.01%<0.01%#66$318,7583,751$323,4173,746+5+0.13%Add
CAPTRUST FINANCIAL ADVISORS
<0.01%#47$316,0143,719$00+3,719New Buy
TRUIST FINANCIAL CORP
<0.01%<0.01%#52$301,7283,551$312,5513,620-69-1.91%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#54$244,7802,881$650,7707,537-4,656-61.78%Reduce
SIMPLEX TRADING, LLC
<0.01%<0.01%#67$231,1182,720$6908+2,712+33,900.00%Add
HighTower Advisors, LLC
<0.01%#63$230,0142,707$00+2,707New Buy
IEQ CAPITAL, LLC
<0.01%<0.01%#40$220,9222,600$224,4842,60000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow