Ishrs Prime Mmkt ETF (PMMF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Uptick Partners, LLC

INCREASED

Shares166,451 from 18,780

Change+147,671 (+786%)

Value$16.7M (+$14.8M)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares113,755 from 205,530

Change-91,775 (-45%)

Value$11.4M (-$9.2M)

Filed 2026-11-02

Stewardship Advisors, LLC

INCREASED

Shares68,179 from 50,867

Change+17,312 (+34%)

Value$6.8M (+$1.7M)

Filed 2026-10-20

Capital Square, LLC

INCREASED

Shares51,052 from 23,950

Change+27,102 (+113%)

Value$5.1M (+$2.7M)

Filed 2026-10-19

Hudock, Inc.

INCREASED

Shares45,357 from 21,431

Change+23,926 (+112%)

Value$4.5M (+$2.4M)

Filed 2026-10-14

Independent Financial Group, LLC

INCREASED

Shares33,740 from 18,843

Change+14,897 (+79%)

Value$3.4M (+$1.5M)

Filed 2026-10-13

Butensky & Cohen Financial Security, Inc

INCREASED

Shares18,477 from 7,671

Change+10,806 (+141%)

Value$1.9M (+$1.1M)

Filed 2026-10-13

Sulzberger Capital Advisors, Inc.

DECREASED

Shares16,136 from 47,629

Change-31,493 (-66%)

Value$1.6M (-$3.2M)

Filed 2026-10-20

Hummer Financial Advisory Services Inc

UNCHANGED

Shares16,000 from 16,000

Change0 (0%)

Value$1.6M (-$76)

Filed 2026-10-09

Oppenheimer & Co Inc

NEW

Shares9,376

Change+9,376

Value$939.8K

Filed 2026-10-26

Independent Solutions Wealth Management, LLC

NEW

Shares6,635

Change+6,635

Value$665.0K

Filed 2026-10-28

Integrity Alliance, Llc.

INCREASED

Shares4,828 from 4,400

Change+428 (+10%)

Value$483.9K (+$42.5K)

Filed 2026-10-29

Kestra Advisory Services, LLC

UNCHANGED

Shares3,125 from 3,125

Change0 (0%)

Value$313.2K (-$250)

Filed 2026-11-02

Sovran Advisors, LLC

NEW

Shares1,996

Change+1,996

Value$200.1K

Filed 2026-11-02

TD Waterhouse Canada Inc.

DECREASED

Shares217 from 100,239

Change-100,022 (-100%)

Value$21.8K (-$10.0M)

Filed 2026-10-16

CIBC Asset Management Inc

CLOSED

Shares0 from 12,686

Change-12,686 (-100%)

Value$0 (-$1.3M)

Filed 2026-11-05

VestGen Advisors, LLC

CLOSED

Shares0 from 8,587

Change-8,587 (-100%)

Value$0 (-$861.4K)

Filed 2026-10-27

StoneX Group Inc.

CLOSED

Shares0 from 2,536

Change-2,536 (-100%)

Value$0 (-$254.4K)

Filed 2026-11-03

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 491

Change-491 (-100%)

Value$0 (-$49.3K)

Filed 2026-10-30

BlackRock, Inc.

N/A

Shares— from 1,000,000

Change-1,000,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 86,552

Change-86,552 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 56,591

Change-56,591 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 36,408

Change-36,408 (-100%)

Value—

17 Capital Partners, LLC

N/A

Shares— from 26,042

Change-26,042 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 22,249

Change-22,249 (-100%)

Value—

Philadelphia Investment Partners, LLC

N/A

Shares— from 17,915

Change-17,915 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 15,947

Change-15,947 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 10,303

Change-10,303 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 10,298

Change-10,298 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 9,014

Change-9,014 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 7,319

Change-7,319 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 5,742

Change-5,742 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 5,663

Change-5,663 (-100%)

Value—

Stephens Inc

N/A

Shares— from 4,340

Change-4,340 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 2,802

Change-2,802 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 2,575

Change-2,575 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 2,448

Change-2,448 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 2,252

Change-2,252 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,092

Change-1,092 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 971

Change-971 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 47

Change-47 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2

Change-2 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
Uptick Partners, LLC	INCREASED	166,451	18,780	+147,671	+786%	$1.9M	$16.7M	+$14.8M	2026-11-04
Cambridge Investment Research Advisors, Inc.	DECREASED	113,755	205,530	-91,775	-45%	$20.6M	$11.4M	-$9.2M	2026-11-02
Stewardship Advisors, LLC	INCREASED	68,179	50,867	+17,312	+34%	$5.1M	$6.8M	+$1.7M	2026-10-20
Capital Square, LLC	INCREASED	51,052	23,950	+27,102	+113%	$2.4M	$5.1M	+$2.7M	2026-10-19
Hudock, Inc.	INCREASED	45,357	21,431	+23,926	+112%	$2.1M	$4.5M	+$2.4M	2026-10-14
Independent Financial Group, LLC	INCREASED	33,740	18,843	+14,897	+79%	$1.9M	$3.4M	+$1.5M	2026-10-13
Butensky & Cohen Financial Security, Inc	INCREASED	18,477	7,671	+10,806	+141%	$769.5K	$1.9M	+$1.1M	2026-10-13
Sulzberger Capital Advisors, Inc.	DECREASED	16,136	47,629	-31,493	-66%	$4.8M	$1.6M	-$3.2M	2026-10-20
Hummer Financial Advisory Services Inc	UNCHANGED	16,000	16,000	0	0%	$1.6M	$1.6M	-$76	2026-10-09
Oppenheimer & Co Inc	NEW	9,376	—	+9,376	—	—	$939.8K	—	2026-10-26
Independent Solutions Wealth Management, LLC	NEW	6,635	—	+6,635	—	—	$665.0K	—	2026-10-28
Integrity Alliance, Llc.	INCREASED	4,828	4,400	+428	+10%	$441.4K	$483.9K	+$42.5K	2026-10-29
Kestra Advisory Services, LLC	UNCHANGED	3,125	3,125	0	0%	$313.5K	$313.2K	-$250	2026-11-02
Sovran Advisors, LLC	NEW	1,996	—	+1,996	—	—	$200.1K	—	2026-11-02
TD Waterhouse Canada Inc.	DECREASED	217	100,239	-100,022	-100%	$10.0M	$21.8K	-$10.0M	2026-10-16
CIBC Asset Management Inc	CLOSED	0	12,686	-12,686	-100%	$1.3M	$0	-$1.3M	2026-11-05
VestGen Advisors, LLC	CLOSED	0	8,587	-8,587	-100%	$861.4K	$0	-$861.4K	2026-10-27
StoneX Group Inc.	CLOSED	0	2,536	-2,536	-100%	$254.4K	$0	-$254.4K	2026-11-03
Capital Investment Advisory Services, LLC	CLOSED	0	491	-491	-100%	$49.3K	$0	-$49.3K	2026-10-30
BlackRock, Inc.	N/A	—	1,000,000	-1,000,000	-100%	$100.3M	—	—	—
Royal Bank of Canada	N/A	—	86,552	-86,552	-100%	$8.7M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	56,591	-56,591	-100%	$5.7M	—	—	—
Money Concepts Capital Corp	N/A	—	36,408	-36,408	-100%	$3.7M	—	—	—
17 Capital Partners, LLC	N/A	—	26,042	-26,042	-100%	$2.6M	—	—	—
HRT Financial LP	N/A	—	22,249	-22,249	-100%	$2.2M	—	—	—
Philadelphia Investment Partners, LLC	N/A	—	17,915	-17,915	-100%	$1.8M	—	—	—
Sanctuary Advisors, LLC	N/A	—	15,947	-15,947	-100%	$1.6M	—	—	—
Bank of Montreal	N/A	—	10,303	-10,303	-100%	$1.0M	—	—	—
National Bank of Canada	N/A	—	10,298	-10,298	-100%	$1.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	9,014	-9,014	-100%	$904.2K	—	—	—
Cary Street Partners Financial LLC	N/A	—	7,319	-7,319	-100%	$734.2K	—	—	—
Scotia Capital Inc.	N/A	—	5,742	-5,742	-100%	$576.0K	—	—	—
Stifel Financial Corp	N/A	—	5,663	-5,663	-100%	$568.1K	—	—	—
Stephens Inc	N/A	—	4,340	-4,340	-100%	$435.3K	—	—	—
Cetera Investment Advisers	N/A	—	2,802	-2,802	-100%	$281.1K	—	—	—
Flow Traders U.S. LLC	N/A	—	2,575	-2,575	-100%	$258.0K	—	—	—
Two Sigma Securities, LLC	N/A	—	2,448	-2,448	-100%	$245.6K	—	—	—
Summit Financial, LLC	N/A	—	2,252	-2,252	-100%	$225.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,092	-1,092	-100%	$109.5K	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	971	-971	-100%	$97.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	47	-47	-100%	$4.7K	—	—	—
Wells Fargo & Company	N/A	—	2	-2	-100%	$165	—	—	—
Osaic Holdings, Inc.	N/A	—	0	0	—	$0	—	—	—

Showing 43 of 43 institutions