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

ISHARES TR

TOPT
Institutions
107
Combined AUM (Q2 2026)
$246.6M
Combined Shares (Q2 2026)
7.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.4M
71 · 32 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-249,475
31 · 10 Exit · ≈
⚖️ Net
+2.1M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$246.6M
Institutions
107
New Buys
32
Adds
39
Reduces
21
Exits
10
Unchanged
15
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.01%0.01%#50$39.8M1.2M$29.8M1.0M+165,289+15.85%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#55$26.0M788,413$19.4M677,098+111,315+16.44%Add
VICTORY CAPITAL MANAGEMENT INC
0.01%0.01%#46$22.7M689,021$19.7M689,02100.00%Unchanged
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#62$17.1M518,627$12.2M426,438+92,189+21.62%Add
BlackRock, Inc.
<0.01%<0.01%#87$14.0M425,075$12.0M420,213+4,862+1.16%Add
Mirae Asset Global Investments Co., Ltd.
0.02%#35$12.9M393,116$00+393,116New Buy
Goodman Advisory Group, LLC
2.94%2.85%#1$12.8M388,708$11.0M383,273+5,435+1.42%Add
IHT Wealth Management, LLC
0.16%0.07%#13$7.4M224,723$2.8M98,686+126,037+127.72%Add
Cetera Investment Advisers
0.01%<0.01%#54$6.7M204,325$3.6M127,111+77,214+60.75%Add
CEERA INVESTMENTS, LLC
2.67%#2$6.3M191,319$00+191,319New Buy
INDEPENDENT FINANCIAL GROUP, LLC
0.12%#15$6.3M189,977$00+189,977New Buy
Clear Creek Financial Management, LLC
0.37%0.23%#6$5.7M174,117$3.0M103,920+70,197+67.55%Add
TWO SIGMA INVESTMENTS, LP
<0.01%#65$5.1M154,200$00+154,200New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#63$3.8M113,950$2.8M96,542+17,408+18.03%Add
Horizon Investments, LLC
0.04%0.04%#26$3.6M109,239$3.6M125,576-16,337-13.01%Reduce
FOUNDERS FINANCIAL SECURITIES LLC
0.18%0.11%#12$3.6M109,205$1.9M62,850+46,355+73.75%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#89$2.9M88,139$261,5029,461+78,678+831.60%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#85$2.8M84,069$1.7M59,543+24,526+41.19%Add
BRADLEY FOSTER & SARGENT INC/CT
0.04%#25$2.7M82,873$00+82,873New Buy
Janney Montgomery Scott LLC
0.01%#57$2.7M82,470$00+82,470New Buy
HighTower Advisors, LLC
<0.01%<0.01%#71$2.3M68,863$1.1M37,209+31,654+85.07%Add
OPPENHEIMER & CO INC
0.02%0.02%#31$2.0M61,936$1.6M57,116+4,820+8.44%Add
Kestra Advisory Services, LLC
0.01%0.01%#53$2.0M61,154$1.6M55,144+6,010+10.90%Add
ATX Financial Planning, LLC
1.2%1.2%#3$1.6M54,965$1.6M54,96500.00%Unchanged
D. E. Shaw & Co., Inc.
<0.01%#78$1.5M44,091$00+44,091New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#74$1.4M42,346$1.1M39,771+2,575+6.47%Add
Prospera Financial Services Inc
0.02%0.02%#34$1.3M40,952$1.2M42,676-1,724-4.04%Reduce
RIA Advisory Group LLC
0.29%0.31%#9$1.3M40,559$1.3M45,762-5,203-11.37%Reduce
Keystone Wealth Services, LLC
0.24%0.23%#10$1.3M40,005$1.1M38,371+1,634+4.26%Add
Signal Advisors Wealth, LLC
0.07%#21$1.3M39,182$00+39,182New Buy
OpenArc Corporate Advisory, LLC
0.02%0.01%#44$1.3M38,730$989,79434,584+4,146+11.99%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#91$1.0M30,700$1.7M59,981-29,281-48.82%Reduce
&PARTNERS
<0.01%#64$1.0M33,057$00+33,057New Buy
Midwest Financial Network, LLC
0.66%#4$969,86829,462$00+29,462New Buy
J.W. COLE ADVISORS, INC.
0.02%0.03%#39$953,13628,953$894,13431,242-2,289-7.33%Reduce
Core Wealth Partners LLC
0.4%0.47%#5$943,20028,651$1.0M35,199-6,548-18.60%Reduce
BANK OF MONTREAL /CAN/
<0.01%<0.01%#83$833,89725,331$724,97325,33100.00%Unchanged
CreativeOne Wealth, LLC
0.02%0.02%#37$825,23925,068$779,06527,221-2,153-7.91%Reduce
Kestra Investment Management, LLC
0.02%#40$824,70425,052$00+25,052New Buy
MMBG INVESTMENT ADVISORS CO.
0.07%#22$823,00025,000$00+25,000New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#92$810,58924,623$511,75517,881+6,742+37.70%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#73$777,83423,628$231,0008,064+15,564+193.01%Add
Savvy Advisors, Inc.
0.02%0.02%#41$748,45622,736$650,98722,746-10-0.04%Reduce
CPC Advisors, LLC
0.1%#18$735,43322,340$00+22,340New Buy
Geneos Wealth Management Inc.
0.01%0.01%#45$711,20421,604$325,86711,386+10,218+89.74%Add
RCS Financial Planning, LLC
0.31%#8$647,96419,683$00+19,683New Buy
Legacy Financial Group LLC
0.07%0.07%#20$607,66818,459$519,04118,136+323+1.78%Add
Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#66$606,28818,417$305,83310,686+7,731+72.35%Add
Tranquilli Financial Advisor LLC
0.31%0.2%#7$581,66317,669$335,97011,739+5,930+50.52%Add
Private Advisor Group, LLC
<0.01%<0.01%#69$536,07516,284$913,11931,905-15,621-48.96%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow