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Ishares Infrastcr Active ETF (BILT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
NEW
Shares411,469
Change+411,469
Value$10.7M
Filed 2026-11-06
Commonwealth Equity Services, LLC
NEW
Shares121,132
Change+121,132
Value$3.1M
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares108,871 from 105,813
Change+3,058 (+3%)
Value$2.8M (-$147.2K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares104,001 from 103,886
Change+115 (+0%)
Value$2.7M (-$224.2K)
Filed 2026-10-13
Diversify Advisory Services, LLC
INCREASED
Shares53,090 from 47,743
Change+5,347 (+11%)
Value$1.4M (+$54.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares53,090 from 47,743
Change+5,347 (+11%)
Value$1.4M (+$54.3K)
Filed 2026-10-20
JB Capital LLC
INCREASED
Shares52,606 from 50,242
Change+2,364 (+5%)
Value$1.4M (-$46.3K)
Filed 2026-10-19
Vise Technologies, Inc.
DECREASED
Shares48,973 from 108,217
Change-59,244 (-55%)
Value$1.3M (-$1.8M)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares44,485 from 41,642
Change+2,843 (+7%)
Value$1.2M (-$15.0K)
Filed 2026-10-26
Beacon Financial Group
INCREASED
Shares43,477 from 30,551
Change+12,926 (+42%)
Value$1.1M (+$269.3K)
Filed 2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares29,532 from 28,242
Change+1,290 (+5%)
Value$764.6K (-$27.0K)
Filed 2026-10-14
Integrated Advisors Network LLC
INCREASED
Shares10,793 from 9,114
Change+1,679 (+18%)
Value$279.4K (+$24.0K)
Filed 2026-10-20
Quadrant Private Wealth Management, LLC
NEW
Shares10,591
Change+10,591
Value$274.2K
Filed 2026-11-04
Embree Financial Group
NEW
Shares9,138
Change+9,138
Value$236.6K
Filed 2026-10-22
Avantra Family Wealth, Inc.
NEW
Shares7,772
Change+7,772
Value$201.2K
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares2,458 from 2,009
Change+449 (+22%)
Value$63.6K (+$7.3K)
Filed 2026-11-05
Nuveen, LLC
NEW
Shares2,230
Change+2,230
Value$57.8K
Filed 2026-11-10
Fifth Third Bancorp
INCREASED
Shares1,472 from 1,319
Change+153 (+12%)
Value$38.1K (+$1.1K)
Filed 2026-11-05
Farther Finance Advisors, LLC
NEW
Shares1,372
Change+1,372
Value$35.5K
Filed 2026-10-08
Global Retirement Partners, LLC
INCREASED
Shares974 from 196
Change+778 (+397%)
Value$25.2K (+$19.7K)
Filed 2026-11-10
West Branch Capital LLC
NEW
Shares291
Change+291
Value$7.5K
Filed 2026-10-20
GK Wealth Management LLC
NEW
Shares80
Change+80
Value$2.1K
Filed 2026-10-09
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$1.9K (-$158)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares71 from 58
Change+13 (+22%)
Value$1.8K (+$212)
Filed 2026-10-16
Signature Equity Partners, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.2K (-$96)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares38 from 34
Change+4 (+12%)
Value$984 (+$31)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
NEW
Shares11
Change+11
Value$285
Filed 2026-10-30
Trek Financial, LLC
CLOSED
Shares0 from 91,938
Change-91,938 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-29
Kingdom Financial Group Llc.
CLOSED
Shares0 from 1,145
Change-1,145 (-100%)
Value$0 (-$32.1K)
Filed 2026-11-04
Montgomery Financial Services LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$4.5K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$1.8K)
Filed 2026-11-02
Meramec Financial Planners, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$774)
Filed 2026-11-09
UBS Group AG
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$392)
Filed 2026-11-10
Envestnet Asset Management Inc
N/A
Shares— from 682,548
Change-682,548 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 404,397
Change-404,397 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 167,249
Change-167,249 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 127,556
Change-127,556 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 122,574
Change-122,574 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,698
Change-19,698 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 19,472
Change-19,472 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 16,068
Change-16,068 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 15,414
Change-15,414 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 15,175
Change-15,175 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,583
Change-12,583 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,886
Change-9,886 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
LPL Financial LLC
NEW411,469—+411,469——$10.7M—2026-11-06
Commonwealth Equity Services, LLC
NEW121,132—+121,132——$3.1M—2026-11-02
Assetmark, Inc
INCREASED108,871105,813+3,058+3%$3.0M$2.8M-$147.2K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED104,001103,886+115+0%$3.0M$2.7M-$224.2K2026-10-13
Diversify Advisory Services, LLC
INCREASED53,09047,743+5,347+11%$1.4M$1.4M+$54.3K2026-10-20
Diversify Wealth Management, LLC
INCREASED53,09047,743+5,347+11%$1.4M$1.4M+$54.3K2026-10-20
JB Capital LLC
INCREASED52,60650,242+2,364+5%$1.4M$1.4M-$46.3K2026-10-19
Vise Technologies, Inc.
DECREASED48,973108,217-59,244-55%$3.0M$1.3M-$1.8M2026-10-29
Park Avenue Securities LLC
INCREASED44,48541,642+2,843+7%$1.2M$1.2M-$15.0K2026-10-26
Beacon Financial Group
INCREASED43,47730,551+12,926+42%$856.3K$1.1M+$269.3K2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED29,53228,242+1,290+5%$791.6K$764.6K-$27.0K2026-10-14
Integrated Advisors Network LLC
INCREASED10,7939,114+1,679+18%$255.5K$279.4K+$24.0K2026-10-20
Quadrant Private Wealth Management, LLC
NEW10,591—+10,591——$274.2K—2026-11-04
Embree Financial Group
NEW9,138—+9,138——$236.6K—2026-10-22
Avantra Family Wealth, Inc.
NEW7,772—+7,772——$201.2K—2026-10-20
Rossby Financial, LCC
INCREASED2,4582,009+449+22%$56.3K$63.6K+$7.3K2026-11-05
Nuveen, LLC
NEW2,230—+2,230——$57.8K—2026-11-10
Fifth Third Bancorp
INCREASED1,4721,319+153+12%$37.0K$38.1K+$1.1K2026-11-05
Farther Finance Advisors, LLC
NEW1,372—+1,372——$35.5K—2026-10-08
Global Retirement Partners, LLC
INCREASED974196+778+397%$5.5K$25.2K+$19.7K2026-11-10
West Branch Capital LLC
NEW291—+291——$7.5K—2026-10-20
GK Wealth Management LLC
NEW80—+80——$2.1K—2026-10-09
Portfolio Resources Advisor Group, Inc.
UNCHANGED747400%$2.1K$1.9K-$1582026-10-20
IFP Advisors, Inc
INCREASED7158+13+22%$1.6K$1.8K+$2122026-10-16
Signature Equity Partners, LLC
UNCHANGED454500%$1.3K$1.2K-$962026-10-29
Silver Grove Financial Group, Inc.
INCREASED3834+4+12%$953$984+$312026-11-05
Capital Investment Advisory Services, LLC
NEW11—+11——$285—2026-10-30
Trek Financial, LLC
CLOSED091,938-91,938-100%$2.6M$0-$2.6M2026-10-29
Kingdom Financial Group Llc.
CLOSED01,145-1,145-100%$32.1K$0-$32.1K2026-11-04
Montgomery Financial Services LLC
CLOSED0160-160-100%$4.5K$0-$4.5K2026-11-03
Lloyd Advisory Services, Llc.
CLOSED066-66-100%$1.8K$0-$1.8K2026-11-02
Meramec Financial Planners, LLC
CLOSED027-27-100%$774$0-$7742026-11-09
UBS Group AG
CLOSED014-14-100%$392$0-$3922026-11-10
Envestnet Asset Management Inc
N/A—682,548-682,548-100%$19.1M———
BlackRock, Inc.
N/A—404,397-404,397-100%$11.3M———
Jane Street Group, LLC
N/A—400,000-400,000-100%$11.2M———
MML Investors Services, LLC
N/A—167,249-167,249-100%$4.7M———
Envestnet Portfolio Solutions, Inc.
N/A—127,556-127,556-100%$3.6M———
Morgan Stanley
N/A—122,574-122,574-100%$3.4M———
AE Wealth Management LLC
N/A—19,698-19,698-100%$552.1K———
Beto Financial Group, LLC
N/A—19,472-19,472-100%$552.7K———
Orion Porfolio Solutions, LLC
N/A—16,068-16,068-100%$450.4K———
Sanctuary Advisors, LLC
N/A—15,414-15,414-100%$432.1K———
Pathstone Holdings, LLC
N/A—15,175-15,175-100%$425.4K———
Sequoia Financial Advisors, LLC
N/A—12,583-12,583-100%$352.7K———
Osaic Holdings, Inc.
N/A—9,886-9,886-100%$277.1K———
Arax Advisory Partners
N/A—6,470-6,470-100%$181.4K———
Transamerica Financial Advisors, LLC
N/A—2,212-2,212-100%$62.0K———
Northwestern Mutual Wealth Management Co
N/A—30-30-100%$841———
Showing 49 of 49 institutions