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

ISHARES TR

IVVW
Institutions
28
Combined AUM (Q2 2026)
$235.9M
Combined Shares (Q2 2026)
5.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.1M
23 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-26,855
4 · 2 Exit · ≈
⚖️ Net
+1.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$235.9M
Institutions
28
New Buys
10
Adds
13
Reduces
2
Exits
2
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SUMITOMO LIFE INSURANCE CO
2.21%3.1%#1$135.1M3.0M$132.3M3.0M00.00%Unchanged
BlackRock, Inc.
<0.01%<0.01%#17$62.8M1.4M$26.3M601,530+806,506+134.08%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#10$6.1M135,877$4.3M99,497+36,380+36.56%Add
Cetera Investment Advisers
0.01%0.01%#11$5.9M133,050$5.1M116,679+16,371+14.03%Add
ASSETMARK, INC
0.01%0.01%#9$5.5M124,340$4.0M92,341+31,999+34.65%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#21$5.1M115,289$4.4M103,904+11,385+10.96%Add
OLD MISSION CAPITAL LLC
0.04%#5$2.8M61,785$00+61,785New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#18$2.6M57,644$1.3M28,654+28,990+101.17%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#20$2.6M57,493$1.7M39,864+17,629+44.22%Add
Retirement Planning Group, LLC
0.06%0.06%#3$2.3M51,987$1.8M40,819+11,168+27.36%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#16$1.2M26,861$2.0M45,616-18,755-41.11%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#15$767,09117,199$572,79913,120+4,079+31.09%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#23$669,49115,011$484,01511,086+3,925+35.41%Add
Insight Wealth Strategies, LLC
0.05%0.06%#4$561,87912,595$554,21812,694-99-0.78%Reduce
GARRISON BRADFORD & ASSOCIATES INC
0.5%0.47%#2$461,39310,408$416,7359,545+863+9.04%Add
BANK OF AMERICA CORP /DE/
<0.01%#26$425,3069,536$00+9,536New Buy
Summit Financial, LLC
<0.01%<0.01%#13$238,7885,354$233,7565,35400.00%Unchanged
Strategic Blueprint, LLC
0.01%#7$224,1155,025$00+5,025New Buy
OneDigital Investment Advisors LLC
<0.01%#14$204,2234,579$00+4,579New Buy
LPL Financial LLC
<0.01%#24$201,2624,513$00+4,513New Buy
Front Row Advisors LLC
0.03%#6$113,0002,500$00+2,500New Buy
Synergy Investment Management, LLC
0.01%0.01%#8$44,095989$27,462629+360+57.23%Add
Rossby Financial, LCC
0.01%<0.01%#12$27,697621$20,028456+165+36.18%Add
Meramec Financial Planners, LLC
<0.01%#19$1,85642$00+42New Buy
Continuum Advisory, LLC
<0.01%#22$1,73939$00+39New Buy
IFP Advisors, Inc
<0.01%#25$1,56135$00+35New Buy
CoreCap Advisors, LLC
<0.01%<0.01%#27$2686$262600.00%Unchanged
MORGAN STANLEY
<0.01%#28$1784$00+4New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow