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

ISHARES TR

IBAT
Institutions
25
Combined AUM (Q2 2026)
$22.8M
Combined Shares (Q2 2026)
508,029
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+170,328
18 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-23,167
8 · 3 Exit · ≈
⚖️ Net
+147,161
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$22.8M
Institutions
25
New Buys
9
Adds
9
Reduces
5
Exits
3
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
TD Waterhouse Canada Inc.
0.01%#8$4.2M95,034$00+95,034New Buy
Steward Partners Investment Advisory, LLC
0.02%0.01%#7$3.4M74,825$2.6M75,507-682-0.90%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#19$3.0M66,431$2.5M72,641-6,210-8.55%Reduce
Midwest Financial Partners Investments, Inc.
1.06%1%#1$2.6M56,621$1.9M55,025+1,596+2.90%Add
OLD MISSION CAPITAL LLC
0.03%0.02%#5$2.0M43,473$970,94128,465+15,008+52.72%Add
Federation des caisses Desjardins du Quebec
0.01%<0.01%#10$1.9M42,725$827,54324,261+18,464+76.11%Add
GUARDIAN CAPITAL LP
0.04%0.04%#3$1.7M38,500$1.7M49,100-10,600-21.59%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#21$816,15918,112$583,52017,107+1,005+5.87%Add
MORGAN STANLEY
<0.01%#23$574,35812,746$00+12,746New Buy
Sanctuary Advisors, LLC
<0.01%<0.01%#14$488,47010,840$229,8336,738+4,102+60.88%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#22$456,00010,114$11,000310+9,804+3,162.58%Add
Advisory Alpha, LLC
0.01%0.01%#9$353,2857,840$267,4227,84000.00%Unchanged
LVW Advisors, LLC
0.03%0.03%#6$293,0376,503$266,6727,818-1,315-16.82%Reduce
Glassman Wealth Services
0.03%0.02%#4$288,2156,396$154,2454,522+1,874+41.44%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#17$283,8896,300$00+6,300New Buy
4WEALTH ADVISORS, INC.
0.18%0.19%#2$240,1935,458$218,1666,614-1,156-17.48%Reduce
CX Institutional
<0.01%#13$80,4351,785$00+1,785New Buy
N.E.W. Advisory Services LLC
<0.01%<0.01%#11$65,3401,450$26,947790+660+83.54%Add
CoreCap Advisors, LLC
<0.01%<0.01%#15$55,7871,238$13,849406+832+204.93%Add
HARBOUR INVESTMENTS, INC.
<0.01%#18$24,784550$00+550New Buy
Manchester Capital Management LLC
<0.01%<0.01%#12$23,433520$17,73852000.00%Unchanged
LANARK FINANCIAL, INC.
<0.01%#16$11,220249$00+249New Buy
OSAIC HOLDINGS, INC.
<0.01%#24$11,129247$00+247New Buy
UBS Group AG
<0.01%#25$2,56957$00+57New Buy
Quaker Wealth Management, LLC
<0.01%#20$67615$00+15New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow