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Ishares US in RO ACT ETF-Usd (INRO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Shepherd Financial Partners LLC
NEW
Shares477,436
Change+477,436
Value$17.6M
Filed 2026-11-03
Scarborough Advisors, LLC
NEW
Shares403,294
Change+403,294
Value$14.8M
Filed 2026-10-16
Pettinga Financial Advisors LLC
NEW
Shares299,840
Change+299,840
Value$11.0M
Filed 2026-10-13
Kestra Advisory Services, LLC
NEW
Shares291,920
Change+291,920
Value$10.7M
Filed 2026-11-02
Midwest Capital Advisors, LLC
NEW
Shares268,317
Change+268,317
Value$9.9M
Filed 2026-11-04
Thrivent Financial for Lutherans
NEW
Shares249,000
Change+249,000
Value$9.2M
Filed 2026-11-05
Buttonwood Financial Group, LLC
NEW
Shares232,208
Change+232,208
Value$8.7M
Filed 2026-10-16
Assetmark, Inc
NEW
Shares162,291
Change+162,291
Value$6.0M
Filed 2026-10-21
Archer Investment Management, LLC
NEW
Shares159,927
Change+159,927
Value$5.9M
Filed 2026-10-13
Town Capital LLC
NEW
Shares152,718
Change+152,718
Value$5.6M
Filed 2026-11-03
Commonwealth Equity Services, LLC
NEW
Shares141,344
Change+141,344
Value$5.2M
Filed 2026-11-02
A4 Wealth Advisors LLC
NEW
Shares121,521
Change+121,521
Value$4.5M
Filed 2026-10-20
Security Financial Services, Inc.
NEW
Shares98,944
Change+98,944
Value$3.6M
Filed 2026-10-29
Braun-Bostich & Associates Inc.
NEW
Shares90,743
Change+90,743
Value$3.3M
Filed 2026-10-20
Horst & Graben Wealth Management LLC
NEW
Shares75,984
Change+75,984
Value$2.8M
Filed 2026-11-02
Uptick Partners, LLC
NEW
Shares72,703
Change+72,703
Value$2.7M
Filed 2026-11-04
Milestone Asset Management, LLC
NEW
Shares69,615
Change+69,615
Value$2.6M
Filed 2026-10-15
Beacon Capital Management, LLC
NEW
Shares53,864
Change+53,864
Value$2.0M
Filed 2026-10-23
IFP Advisors, Inc
NEW
Shares39,804
Change+39,804
Value$1.5M
Filed 2026-10-16
Citigroup Inc
NEW
Shares27,158
Change+27,158
Value$999.6K
Filed 2026-11-04
Atria Investments, Inc
NEW
Shares27,030
Change+27,030
Value$994.9K
Filed 2026-10-15
Sanchez Gaunt Capital Management, LLC
NEW
Shares24,061
Change+24,061
Value$885.6K
Filed 2026-11-03
Park Avenue Securities LLC
NEW
Shares19,544
Change+19,544
Value$719.0K
Filed 2026-10-26
BCU Wealth Advisors, LLC
DECREASED
Shares18,806 from 32,071
Change-13,265 (-41%)
Value$692.2K (-$484.5K)
Filed 2026-10-16
Integrated Wealth Management
NEW
Shares17,696
Change+17,696
Value$651.3K
Filed 2026-10-19
Key Capital Management, Inc
NEW
Shares16,973
Change+16,973
Value$624.7K
Filed 2026-11-03
Lantern Wealth Advisors, LLC
NEW
Shares16,383
Change+16,383
Value$603.0K
Filed 2026-10-22
Elevated Capital Advisors, LLC
NEW
Shares12,666
Change+12,666
Value$466.2K
Filed 2026-11-04
Tempus Wealth Planning, LLC
NEW
Shares12,415
Change+12,415
Value$457.0K
Filed 2026-10-14
Pacific Excel Wealth Advisors, Inc.
NEW
Shares10,356
Change+10,356
Value$381.1K
Filed 2026-10-27
Lloyd Advisory Services, Llc.
NEW
Shares9,894
Change+9,894
Value$364.2K
Filed 2026-11-02
Balefire, LLC
NEW
Shares8,723
Change+8,723
Value$321.1K
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
NEW
Shares8,700
Change+8,700
Value$320.2K
Filed 2026-10-13
Bank of New York Mellon Corp
NEW
Shares8,576
Change+8,576
Value$315.7K
Filed 2026-11-05
Krilogy Financial LLC
NEW
Shares8,492
Change+8,492
Value$318.0K
Filed 2026-10-13
Independent Financial Group, LLC
NEW
Shares7,333
Change+7,333
Value$269.9K
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares7,330 from 89,958
Change-82,628 (-92%)
Value$269.8K (-$3.0M)
Filed 2026-10-16
One Advisory Partners, LLC
NEW
Shares6,877
Change+6,877
Value$253.1K
Filed 2026-10-22
XY Planning Network, Inc.
NEW
Shares6,670
Change+6,670
Value$245.5K
Filed 2026-10-14
FWG Investments, Llc.
NEW
Shares5,717
Change+5,717
Value$210.4K
Filed 2026-11-03
RFG Advisory, LLC
NEW
Shares5,576
Change+5,576
Value$205.2K
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares4,926
Change+4,926
Value$181.3K
Filed 2026-10-27
Kingdom Financial Group Llc.
NEW
Shares1,572
Change+1,572
Value$57.9K
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
NEW
Shares695
Change+695
Value$25.6K
Filed 2026-11-02
Networth Advisors, LLC
NEW
Shares206
Change+206
Value$7.6K
Filed 2026-11-03
Stonebrook Private Inc.
N/A
Shares— from 395,591
Change-395,591 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
EQ LLC
N/A
Shares— from 127,661
Change-127,661 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 53,442
Change-53,442 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,101
Change-15,101 (-100%)
Value—
Spectrum Planning & Advisory Services Inc.
N/A
Shares— from 9,058
Change-9,058 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,414
Change-8,414 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 166
Change-166 (-100%)
Value—
Status
Shepherd Financial Partners LLC
NEW477,436—+477,436——$17.6M—2026-11-03
Scarborough Advisors, LLC
NEW403,294—+403,294——$14.8M—2026-10-16
Pettinga Financial Advisors LLC
NEW299,840—+299,840——$11.0M—2026-10-13
Kestra Advisory Services, LLC
NEW291,920—+291,920——$10.7M—2026-11-02
Midwest Capital Advisors, LLC
NEW268,317—+268,317——$9.9M—2026-11-04
Thrivent Financial for Lutherans
NEW249,000—+249,000——$9.2M—2026-11-05
Buttonwood Financial Group, LLC
NEW232,208—+232,208——$8.7M—2026-10-16
Assetmark, Inc
NEW162,291—+162,291——$6.0M—2026-10-21
Archer Investment Management, LLC
NEW159,927—+159,927——$5.9M—2026-10-13
Town Capital LLC
NEW152,718—+152,718——$5.6M—2026-11-03
Commonwealth Equity Services, LLC
NEW141,344—+141,344——$5.2M—2026-11-02
A4 Wealth Advisors LLC
NEW121,521—+121,521——$4.5M—2026-10-20
Security Financial Services, Inc.
NEW98,944—+98,944——$3.6M—2026-10-29
Braun-Bostich & Associates Inc.
NEW90,743—+90,743——$3.3M—2026-10-20
Horst & Graben Wealth Management LLC
NEW75,984—+75,984——$2.8M—2026-11-02
Uptick Partners, LLC
NEW72,703—+72,703——$2.7M—2026-11-04
Milestone Asset Management, LLC
NEW69,615—+69,615——$2.6M—2026-10-15
Beacon Capital Management, LLC
NEW53,864—+53,864——$2.0M—2026-10-23
IFP Advisors, Inc
NEW39,804—+39,804——$1.5M—2026-10-16
Citigroup Inc
NEW27,158—+27,158——$999.6K—2026-11-04
Atria Investments, Inc
NEW27,030—+27,030——$994.9K—2026-10-15
Sanchez Gaunt Capital Management, LLC
NEW24,061—+24,061——$885.6K—2026-11-03
Park Avenue Securities LLC
NEW19,544—+19,544——$719.0K—2026-10-26
BCU Wealth Advisors, LLC
DECREASED18,80632,071-13,265-41%$1.2M$692.2K-$484.5K2026-10-16
Integrated Wealth Management
NEW17,696—+17,696——$651.3K—2026-10-19
Key Capital Management, Inc
NEW16,973—+16,973——$624.7K—2026-11-03
Lantern Wealth Advisors, LLC
NEW16,383—+16,383——$603.0K—2026-10-22
Elevated Capital Advisors, LLC
NEW12,666—+12,666——$466.2K—2026-11-04
Tempus Wealth Planning, LLC
NEW12,415—+12,415——$457.0K—2026-10-14
Pacific Excel Wealth Advisors, Inc.
NEW10,356—+10,356——$381.1K—2026-10-27
Lloyd Advisory Services, Llc.
NEW9,894—+9,894——$364.2K—2026-11-02
Balefire, LLC
NEW8,723—+8,723——$321.1K—2026-10-09
Signature Estate & Investment Advisors LLC
NEW8,700—+8,700——$320.2K—2026-10-13
Bank of New York Mellon Corp
NEW8,576—+8,576——$315.7K—2026-11-05
Krilogy Financial LLC
NEW8,492—+8,492——$318.0K—2026-10-13
Independent Financial Group, LLC
NEW7,333—+7,333——$269.9K—2026-10-13
Concurrent Investment Advisors, LLC
DECREASED7,33089,958-82,628-92%$3.3M$269.8K-$3.0M2026-10-16
One Advisory Partners, LLC
NEW6,877—+6,877——$253.1K—2026-10-22
XY Planning Network, Inc.
NEW6,670—+6,670——$245.5K—2026-10-14
FWG Investments, Llc.
NEW5,717—+5,717——$210.4K—2026-11-03
RFG Advisory, LLC
NEW5,576—+5,576——$205.2K—2026-11-03
Latitude Advisors, LLC
NEW4,926—+4,926——$181.3K—2026-10-27
Kingdom Financial Group Llc.
NEW1,572—+1,572——$57.9K—2026-11-04
Quest 10 Wealth Builders, Inc.
NEW695—+695——$25.6K—2026-11-02
Networth Advisors, LLC
NEW206—+206——$7.6K—2026-11-03
Stonebrook Private Inc.
N/A—395,591-395,591-100%$14.5M———
BlackRock, Inc.
N/A—200,000-200,000-100%$7.3M———
EQ LLC
N/A—127,661-127,661-100%$4.7M———
Envestnet Asset Management Inc
N/A—53,442-53,442-100%$2.0M———
Citadel Advisors LLC
N/A—15,101-15,101-100%$554.1K———
Spectrum Planning & Advisory Services Inc.
N/A—9,058-9,058-100%$332.4K———
Susquehanna International Group, LLP
N/A—8,414-8,414-100%$308.7K———
Imprint Wealth LLC
N/A—2,408-2,408-100%$88.4K———
JPMorgan Chase & Co
N/A—166-166-100%$6.0K———
Showing 54 of 54 institutions