Ishares US in RO ACT ETF-Usd (INRO)

CUSIP: 09290C830 | NYSE | 62 institutional holders

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

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/ABlackRock Portfolio Management LLC	201,876	1.7%	+1,876	Sep 30, 2026	No 13F filer matched

13G/ABlackRock Portfolio Management LLC201,876

Institutional Holders — Q3 2026

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Shepherd Financial Partners LLC477,436

1.4% of portfolio$17.6M

Scarborough Advisors, LLC403,294

62.1% of portfolio$14.8M

Pettinga Financial Advisors LLC299,840

1.8% of portfolio$11.0M

Kestra Advisory Services, LLC291,920

0.0% of portfolio$10.7M

Midwest Capital Advisors, LLC268,317

3.5% of portfolio$9.9M

Buttonwood Financial Group, LLC232,208

4.4% of portfolio$8.7M

Assetmark, Inc162,291

0.0% of portfolio$6.0M

Archer Investment Management, LLC159,927

1.9% of portfolio$5.9M

Town Capital LLC152,718

3.6% of portfolio$5.6M

Commonwealth Equity Services, LLC141,344

0.0% of portfolio$5.2M

A4 Wealth Advisors LLC121,521

2.9% of portfolio$4.5M

Security Financial Services, Inc.98,944

0.5% of portfolio$3.6M

Braun-Bostich & Associates Inc.90,743

1.9% of portfolio$3.3M

Horst & Graben Wealth Management LLC75,984

0.4% of portfolio$2.8M

Uptick Partners, LLC72,703

0.4% of portfolio$2.7M

Milestone Asset Management, LLC69,615

0.4% of portfolio$2.6M

Beacon Capital Management, LLC53,864

0.3% of portfolio$2.0M

IFP Advisors, Inc39,804

0.0% of portfolio$1.5M

Citigroup Inc27,158

0.0% of portfolio$999.6K

Atria Investments, Inc27,030

0.0% of portfolio$994.9K

Sanchez Gaunt Capital Management, LLC24,061

0.5% of portfolio$885.6K

Park Avenue Securities LLC19,544

0.0% of portfolio$719.0K

BCU Wealth Advisors, LLC18,806

0.2% of portfolio$692.2K

Integrated Wealth Management17,696

0.6% of portfolio$651.3K

Key Capital Management, Inc16,973

0.2% of portfolio$624.7K

Lantern Wealth Advisors, LLC16,383

0.3% of portfolio$603.0K

Elevated Capital Advisors, LLC12,666

0.2% of portfolio$466.2K

Tempus Wealth Planning, LLC12,415

0.1% of portfolio$457.0K

Pacific Excel Wealth Advisors, Inc.10,356

0.4% of portfolio$381.1K

Lloyd Advisory Services, Llc.9,894

0.1% of portfolio$364.2K

Balefire, LLC8,723

0.1% of portfolio$321.1K

Signature Estate & Investment Advisors LLC8,700

0.0% of portfolio$320.2K

Krilogy Financial LLC8,492

0.0% of portfolio$318.0K

Independent Financial Group, LLC7,333

0.0% of portfolio$269.9K

Concurrent Investment Advisors, LLC7,330

0.0% of portfolio$269.8K

One Advisory Partners, LLC6,877

0.1% of portfolio$253.1K

XY Planning Network, Inc.6,670

0.0% of portfolio$245.5K

FWG Investments, Llc.5,717

0.1% of portfolio$210.4K

RFG Advisory, LLC5,576

0.0% of portfolio$205.2K

Latitude Advisors, LLC4,926

0.1% of portfolio$181.3K

Kingdom Financial Group Llc.1,572

0.0% of portfolio$57.9K

Quest 10 Wealth Builders, Inc.695

0.0% of portfolio$25.6K

Networth Advisors, LLC206

0.0% of portfolio$7.6K

				Style	Turnover	Location	Filed
Shepherd Financial Partners LLC	477,436	$17.6M	1.4%	ETF	Low	Winchester, MA	2026-11-03
Scarborough Advisors, LLC	403,294	$14.8M	62.1%	ETF	Medium	Annapolis, MD	2026-10-16
Pettinga Financial Advisors LLC	299,840	$11.0M	1.8%	ETF	Medium	Evansville, IN	2026-10-13
Kestra Advisory Services, LLC	291,920	$10.7M	0.0%	Core	Low	Austin, TX	2026-11-02
Midwest Capital Advisors, LLC	268,317	$9.9M	3.5%	ETF	High	Grand Rapids, MI	2026-11-04
Buttonwood Financial Group, LLC	232,208	$8.7M	4.4%	ETF	Medium	Kansas City, MO	2026-10-16
Assetmark, Inc	162,291	$6.0M	0.0%	ETF	Low	Concord, CA	2026-10-21
Archer Investment Management, LLC	159,927	$5.9M	1.9%	ETF	High	Austin, TX	2026-10-13
Town Capital LLC	152,718	$5.6M	3.6%	ETF	High	Bel Air, MD	2026-11-03
Commonwealth Equity Services, LLC	141,344	$5.2M	0.0%	ETF	Low	Waltham, MA	2026-11-02
A4 Wealth Advisors LLC	121,521	$4.5M	2.9%	ETF	High	Huntersville, NC	2026-10-20
Security Financial Services, Inc.	98,944	$3.6M	0.5%	ETF	Medium	Fort Wayne, IN	2026-10-29
Braun-Bostich & Associates Inc.	90,743	$3.3M	1.9%	ETF	Medium	Canonsburg, PA	2026-10-20
Horst & Graben Wealth Management LLC	75,984	$2.8M	0.4%	ETF	Medium	Portland, OR	2026-11-02
Uptick Partners, LLC	72,703	$2.7M	0.4%	ETF	Low	Nacogdoches, TX	2026-11-04
Milestone Asset Management, LLC	69,615	$2.6M	0.4%	Growth	High	Pittsburgh, PA	2026-10-15
Beacon Capital Management, LLC	53,864	$2.0M	0.3%	ETF	Medium	Franklin, TN	2026-10-23
IFP Advisors, Inc	39,804	$1.5M	0.0%	Growth	Low	Tampa, FL	2026-10-16
Citigroup Inc	27,158	$999.6K	0.0%	Core	Medium	New York, NY	2026-11-04
Atria Investments, Inc	27,030	$994.9K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Sanchez Gaunt Capital Management, LLC	24,061	$885.6K	0.5%	ETF	N/A	Reno, NV	2026-11-03
Park Avenue Securities LLC	19,544	$719.0K	0.0%	ETF	Medium	New York, NY	2026-10-26
BCU Wealth Advisors, LLC	18,806	$692.2K	0.2%	ETF	Low	Vernon Hills, IL	2026-10-16
Integrated Wealth Management	17,696	$651.3K	0.6%	ETF	High	Uniontown, OH	2026-10-19
Key Capital Management, Inc	16,973	$624.7K	0.2%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Lantern Wealth Advisors, LLC	16,383	$603.0K	0.3%	Growth	Low	Melville, NY	2026-10-22
Elevated Capital Advisors, LLC	12,666	$466.2K	0.2%	ETF	Medium	Sandy, UT	2026-11-04
Tempus Wealth Planning, LLC	12,415	$457.0K	0.1%	ETF	Medium	Irvine, CA	2026-10-14
Pacific Excel Wealth Advisors, Inc.	10,356	$381.1K	0.4%	ETF	High	Walnut Creek, CA	2026-10-27
Lloyd Advisory Services, Llc.	9,894	$364.2K	0.1%	ETF	Very High	Suwanee, GA	2026-11-02
Balefire, LLC	8,723	$321.1K	0.1%	ETF	Medium	Dallas, TX	2026-10-09
Signature Estate & Investment Advisors LLC	8,700	$320.2K	0.0%	ETF	Medium	Los Angeles, CA	2026-10-13
Krilogy Financial LLC	8,492	$318.0K	0.0%	Growth	Low	St. Louis, MO	2026-10-13
Independent Financial Group, LLC	7,333	$269.9K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Concurrent Investment Advisors, LLC	7,330	$269.8K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
One Advisory Partners, LLC	6,877	$253.1K	0.1%	ETF	Medium	Overland Park, KS	2026-10-22
XY Planning Network, Inc.	6,670	$245.5K	0.0%	ETF	Low	Bozeman, MT	2026-10-14
FWG Investments, Llc.	5,717	$210.4K	0.1%	ETF	Medium	Lexington, KY	2026-11-03
RFG Advisory, LLC	5,576	$205.2K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Latitude Advisors, LLC	4,926	$181.3K	0.1%	ETF	Low	Yorkville, IL	2026-10-27
Kingdom Financial Group Llc.	1,572	$57.9K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Quest 10 Wealth Builders, Inc.	695	$25.6K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Networth Advisors, LLC	206	$7.6K	0.0%	ETF	Medium	Canonsburg, PA	2026-11-03