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Ishares US Power Infrastruct (POWR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Parcion Private Wealth LLC
DECREASED
Shares1,495,082 from 1,508,705
Change-13,623 (-1%)
Value$36.2M (-$6.0M)
Filed 2026-10-28
Focus Financial Network, Inc.
INCREASED
Shares142,097 from 132,684
Change+9,413 (+7%)
Value$3.4M (-$273.9K)
Filed 2026-10-14
Meitav Investment House LTD
NEW
Shares95,720
Change+95,720
Value$2.3M
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares94,310 from 92,360
Change+1,950 (+2%)
Value$2.3M (-$302.0K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares87,800 from 175,163
Change-87,363 (-50%)
Value$2.1M (-$2.8M)
Filed 2026-11-02
ARS Investment Partners, LLC
INCREASED
Shares75,768 from 70,801
Change+4,967 (+7%)
Value$1.8M (-$147.5K)
Filed 2026-11-05
Heritage OAK Wealth Advisors LLC
INCREASED
Shares51,930 from 48,621
Change+3,309 (+7%)
Value$1.3M (-$103.8K)
Filed 2026-10-14
Perryman Financial Advisory Inc
INCREASED
Shares51,082 from 21,775
Change+29,307 (+135%)
Value$1.2M (+$626.3K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares46,390 from 40,430
Change+5,960 (+15%)
Value$1.1M (-$8.7K)
Filed 2026-11-02
Bright Futures Wealth Management, Llc.
DECREASED
Shares44,031 from 45,324
Change-1,293 (-3%)
Value$1.1M (-$202.6K)
Filed 2026-10-23
James J. Burns & Company, LLC
INCREASED
Shares42,828 from 36,511
Change+6,317 (+17%)
Value$1.0M (+$14.7K)
Filed 2026-10-22
MGO One Seven LLC
INCREASED
Shares38,044 from 35,906
Change+2,138 (+6%)
Value$919.9K (-$84.0K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares33,847 from 29,522
Change+4,325 (+15%)
Value$818.0K (-$7.0K)
Filed 2026-11-02
Teamwork Financial Advisors, LLC
DECREASED
Shares28,443 from 31,304
Change-2,861 (-9%)
Value$687.8K (-$187.5K)
Filed 2026-10-19
Creekside Partners
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$604.5K (-$94.5K)
Filed 2026-11-04
Planned Solutions, Inc.
DECREASED
Shares20,172 from 38,044
Change-17,872 (-47%)
Value$487.8K (-$575.9K)
Filed 2026-10-19
M Wealth Management, LLC
UNCHANGED
Shares19,309 from 19,309
Change0 (0%)
Value$466.9K (-$73.0K)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED
Shares18,774 from 9,945
Change+8,829 (+89%)
Value$454.0K (+$175.9K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares17,462 from 16,143
Change+1,319 (+8%)
Value$422.2K (-$29.1K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
NEW
Shares16,134
Change+16,134
Value$390.1K
Filed 2026-10-16
Silverlake Wealth Management LLC
INCREASED
Shares14,293 from 14,285
Change+8 (+0%)
Value$345.6K (-$53.8K)
Filed 2026-10-21
Keeler Thomas Management LLC
NEW
Shares12,381
Change+12,381
Value$299.4K
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED
Shares11,600 from 14,600
Change-3,000 (-21%)
Value$280.5K (-$127.7K)
Filed 2026-10-23
Matauro, LLC
NEW
Shares10,907
Change+10,907
Value$263.7K
Filed 2026-11-03
Guardian Asset Advisors, LLC
INCREASED
Shares10,476 from 10,455
Change+21 (+0%)
Value$253.3K (-$39.0K)
Filed 2026-10-16
Flagship Wealth Advisors, LLC
NEW
Shares10,000
Change+10,000
Value$241.8K
Filed 2026-11-03
Carlson Financial, Inc.
INCREASED
Shares8,531 from 7,452
Change+1,079 (+14%)
Value$206.3K (-$2.0K)
Filed 2026-11-05
Fiduciary Financial Group, LLC
UNCHANGED
Shares8,472 from 8,472
Change0 (0%)
Value$204.9K (-$32.0K)
Filed 2026-10-13
Harbor Asset Planning, Inc.
UNCHANGED
Shares7,506 from 7,506
Change0 (0%)
Value$181.5K (-$28.4K)
Filed 2026-10-23
Simplex Trading, LLC
INCREASED
Shares5,688 from 4,029
Change+1,659 (+41%)
Value$137.5K (+$24.9K)
Filed 2026-11-04
Pathway Financial Advisers, LLC
NEW
Shares1,114
Change+1,114
Value$26.9K
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$23.2K (-$3.6K)
Filed 2026-10-20
Princeton Global Asset Management LLC
INCREASED
Shares955 from 455
Change+500 (+110%)
Value$23.1K (+$10.4K)
Filed 2026-10-21
Parallel Advisors, LLC
UNCHANGED
Shares892 from 892
Change0 (0%)
Value$21.6K (-$3.4K)
Filed 2026-11-03
Farther Finance Advisors, LLC
NEW
Shares750
Change+750
Value$18.1K
Filed 2026-10-08
TD Waterhouse Canada Inc.
INCREASED
Shares530 from 130
Change+400 (+308%)
Value$13.0K (+$9.4K)
Filed 2026-10-16
Security National Bank
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$10.9K (-$1.7K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
NEW
Shares221
Change+221
Value$5.3K
Filed 2026-11-03
Lanark Financial, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.4K (-$378)
Filed 2026-10-26
Triumph Capital Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.4K (-$378)
Filed 2026-10-14
GK Wealth Management LLC
NEW
Shares80
Change+80
Value$1.9K
Filed 2026-10-09
IFP Advisors, Inc
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$1.4K (-$223)
Filed 2026-10-16
FFG Partners, LLC
CLOSED
Shares0 from 398,150
Change-398,150 (-100%)
Value$0 (-$11.1M)
Filed 2026-10-15
Lionsbridge Wealth Management LLC
CLOSED
Shares0 from 57,096
Change-57,096 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-26
Mezzasalma Advisors, LLC
CLOSED
Shares0 from 55,795
Change-55,795 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-14
Rational Advisors, Inc.
CLOSED
Shares0 from 53,132
Change-53,132 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 23,108
Change-23,108 (-100%)
Value$0 (-$646.1K)
Filed 2026-10-28
D.A. Davidson & Co.
CLOSED
Shares0 from 8,402
Change-8,402 (-100%)
Value$0 (-$234.9K)
Filed 2026-10-28
US Bancorp \de\
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$11.2K)
Filed 2026-11-05
Treasurer of the State of North Carolina
N/A
Shares— from 3,725,393
Change-3,725,393 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 855,929
Change-855,929 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 193,772
Change-193,772 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 181,007
Change-181,007 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 114,855
Change-114,855 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 98,133
Change-98,133 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 86,330
Change-86,330 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 76,807
Change-76,807 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 72,026
Change-72,026 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 67,499
Change-67,499 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 66,806
Change-66,806 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 63,621
Change-63,621 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 59,637
Change-59,637 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 51,783
Change-51,783 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 46,585
Change-46,585 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 44,590
Change-44,590 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 42,730
Change-42,730 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 34,431
Change-34,431 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 32,950
Change-32,950 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 28,172
Change-28,172 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 26,988
Change-26,988 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,649
Change-26,649 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 26,484
Change-26,484 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 24,461
Change-24,461 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 22,825
Change-22,825 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 15,351
Change-15,351 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,362
Change-14,362 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,826
Change-10,826 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,830
Change-7,830 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 5,194
Change-5,194 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 819
Change-819 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 480
Change-480 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 478
Change-478 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 402
Change-402 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 359
Change-359 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 256
Change-256 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 230
Change-230 (-100%)
Value—
FMR LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 200
Change-200 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Parcion Private Wealth LLC
DECREASED1,495,0821,508,705-13,623-1%$42.2M$36.2M-$6.0M2026-10-28
Focus Financial Network, Inc.
INCREASED142,097132,684+9,413+7%$3.7M$3.4M-$273.9K2026-10-14
Meitav Investment House LTD
NEW95,720—+95,720——$2.3M—2026-10-28
StoneX Group Inc.
INCREASED94,31092,360+1,950+2%$2.6M$2.3M-$302.0K2026-11-03
Commonwealth Equity Services, LLC
DECREASED87,800175,163-87,363-50%$4.9M$2.1M-$2.8M2026-11-02
ARS Investment Partners, LLC
INCREASED75,76870,801+4,967+7%$2.0M$1.8M-$147.5K2026-11-05
Heritage OAK Wealth Advisors LLC
INCREASED51,93048,621+3,309+7%$1.4M$1.3M-$103.8K2026-10-14
Perryman Financial Advisory Inc
INCREASED51,08221,775+29,307+135%$608.8K$1.2M+$626.3K2026-10-16
Kestra Advisory Services, LLC
INCREASED46,39040,430+5,960+15%$1.1M$1.1M-$8.7K2026-11-02
Bright Futures Wealth Management, Llc.
DECREASED44,03145,324-1,293-3%$1.3M$1.1M-$202.6K2026-10-23
James J. Burns & Company, LLC
INCREASED42,82836,511+6,317+17%$1.0M$1.0M+$14.7K2026-10-22
MGO One Seven LLC
INCREASED38,04435,906+2,138+6%$1.0M$919.9K-$84.0K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED33,84729,522+4,325+15%$825.0K$818.0K-$7.0K2026-11-02
Teamwork Financial Advisors, LLC
DECREASED28,44331,304-2,861-9%$875.3K$687.8K-$187.5K2026-10-19
Creekside Partners
UNCHANGED25,00025,00000%$699.0K$604.5K-$94.5K2026-11-04
Planned Solutions, Inc.
DECREASED20,17238,044-17,872-47%$1.1M$487.8K-$575.9K2026-10-19
M Wealth Management, LLC
UNCHANGED19,30919,30900%$539.9K$466.9K-$73.0K2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED18,7749,945+8,829+89%$278.1K$454.0K+$175.9K2026-10-21
Strategic Blueprint, LLC
INCREASED17,46216,143+1,319+8%$451.3K$422.2K-$29.1K2026-10-22
Concurrent Investment Advisors, LLC
NEW16,134—+16,134——$390.1K—2026-10-16
Silverlake Wealth Management LLC
INCREASED14,29314,285+8+0%$399.4K$345.6K-$53.8K2026-10-21
Keeler Thomas Management LLC
NEW12,381—+12,381——$299.4K—2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED11,60014,600-3,000-21%$408.2K$280.5K-$127.7K2026-10-23
Matauro, LLC
NEW10,907—+10,907——$263.7K—2026-11-03
Guardian Asset Advisors, LLC
INCREASED10,47610,455+21+0%$292.3K$253.3K-$39.0K2026-10-16
Flagship Wealth Advisors, LLC
NEW10,000—+10,000——$241.8K—2026-11-03
Carlson Financial, Inc.
INCREASED8,5317,452+1,079+14%$208.3K$206.3K-$2.0K2026-11-05
Fiduciary Financial Group, LLC
UNCHANGED8,4728,47200%$236.9K$204.9K-$32.0K2026-10-13
Harbor Asset Planning, Inc.
UNCHANGED7,5067,50600%$209.9K$181.5K-$28.4K2026-10-23
Simplex Trading, LLC
INCREASED5,6884,029+1,659+41%$112.7K$137.5K+$24.9K2026-11-04
Pathway Financial Advisers, LLC
NEW1,114—+1,114——$26.9K—2026-10-27
Private Trust Co NA
UNCHANGED96096000%$26.8K$23.2K-$3.6K2026-10-20
Princeton Global Asset Management LLC
INCREASED955455+500+110%$12.7K$23.1K+$10.4K2026-10-21
Parallel Advisors, LLC
UNCHANGED89289200%$24.9K$21.6K-$3.4K2026-11-03
Farther Finance Advisors, LLC
NEW750—+750——$18.1K—2026-10-08
TD Waterhouse Canada Inc.
INCREASED530130+400+308%$3.5K$13.0K+$9.4K2026-10-16
Security National Bank
UNCHANGED45045000%$12.6K$10.9K-$1.7K2026-10-26
Ashton Thomas Private Wealth, LLC
NEW221—+221——$5.3K—2026-11-03
Lanark Financial, Inc.
UNCHANGED10010000%$2.8K$2.4K-$3782026-10-26
Triumph Capital Management
UNCHANGED10010000%$2.8K$2.4K-$3782026-10-14
GK Wealth Management LLC
NEW80—+80——$1.9K—2026-10-09
IFP Advisors, Inc
UNCHANGED595900%$1.7K$1.4K-$2232026-10-16
FFG Partners, LLC
CLOSED0398,150-398,150-100%$11.1M$0-$11.1M2026-10-15
Lionsbridge Wealth Management LLC
CLOSED057,096-57,096-100%$1.6M$0-$1.6M2026-10-26
Mezzasalma Advisors, LLC
CLOSED055,795-55,795-100%$1.6M$0-$1.6M2026-10-14
Rational Advisors, Inc.
CLOSED053,132-53,132-100%$1.5M$0-$1.5M2026-11-02
Clear Creek Financial Management, LLC
CLOSED023,108-23,108-100%$646.1K$0-$646.1K2026-10-28
D.A. Davidson & Co.
CLOSED08,402-8,402-100%$234.9K$0-$234.9K2026-10-28
US Bancorp \de\
CLOSED0400-400-100%$11.2K$0-$11.2K2026-11-05
Treasurer of the State of North Carolina
N/A—3,725,393-3,725,393-100%$104.2M———
LPL Financial LLC
N/A—855,929-855,929-100%$23.9M———
Palladiem, LLC
N/A—193,772-193,772-100%$5.4M———
Morgan Stanley
N/A—181,007-181,007-100%$5.1M———
Steward Partners Investment Advisory, LLC
N/A—114,855-114,855-100%$3.2M———
Raymond James Financial Inc
N/A—98,133-98,133-100%$2.7M———
Jones Financial Companies Lllp
N/A—86,330-86,330-100%$2.4M———
Royal Bank of Canada
N/A—76,807-76,807-100%$2.1M———
Envestnet Asset Management Inc
N/A—72,026-72,026-100%$2.0M———
Bank of America Corp
N/A—67,499-67,499-100%$1.9M———
MML Investors Services, LLC
N/A—66,806-66,806-100%$1.9M———
Cetera Investment Advisers
N/A—63,621-63,621-100%$1.8M———
Wealthfront Advisers LLC
N/A—59,637-59,637-100%$1.7M———
Advisory Services Network, LLC
N/A—51,783-51,783-100%$1.4M———
Fisher Asset Management, LLC
N/A—46,585-46,585-100%$1.3M———
Thompson David Blair
N/A—44,590-44,590-100%$1.2M———
Private Advisor Group, LLC
N/A—42,730-42,730-100%$1.2M———
Arrowroot Family Office, LLC
N/A—34,431-34,431-100%$962.7K———
Pathstone Holdings, LLC
N/A—32,950-32,950-100%$921.3K———
Osaic Holdings, Inc.
N/A—28,172-28,172-100%$787.7K———
Arax Advisory Partners
N/A—26,988-26,988-100%$754.6K———
Susquehanna International Group, LLP
N/A—26,649-26,649-100%$745.1K———
Flow Traders U.S. LLC
N/A—26,484-26,484-100%$740.0K———
Jane Street Group, LLC
N/A—24,461-24,461-100%$683.9K———
Geneos Wealth Management Inc.
N/A—22,825-22,825-100%$638.2K———
Summit Wealth Partners, LLC
N/A—15,351-15,351-100%$429.2K———
Clal Insurance Enterprises Holdings Ltd
N/A—15,000-15,000-100%$419.0K———
Principal Securities, Inc.
N/A—14,362-14,362-100%$401.6K———
Equitable Holdings, Inc.
N/A—10,826-10,826-100%$302.7K———
AE Wealth Management LLC
N/A—7,830-7,830-100%$218.9K———
Tidemark, LLC
N/A—5,194-5,194-100%$145.2K———
LRI Investments, LLC
N/A—3,883-3,883-100%$108.6K———
UBS Group AG
N/A—3,722-3,722-100%$104.1K———
Edmond de Rothschild Holding S.A.
N/A—3,450-3,450-100%$96.5K———
Elequin Capital, LP
N/A—2,599-2,599-100%$72.7K———
Kilter Group LLC
N/A—1,899-1,899-100%$53.1K———
Bank of Montreal
N/A—1,340-1,340-100%$37.5K———
Global Retirement Partners, LLC
N/A—1,016-1,016-100%$28.4K———
Caitlin John, LLC
N/A—819-819-100%$22.9K———
Federation des caisses Desjardins du Quebec
N/A—480-480-100%$13.4K———
Strategic Wealth Partners, Ltd.
N/A—478-478-100%$13.4K———
Kerr Financial Planning Corp
N/A—402-402-100%$11.2K———
Gould Capital, LLC
N/A—400-400-100%$11.2K———
Leo H. Evart, Inc.
N/A—359-359-100%$10.0K———
SHP Wealth Management
N/A—256-256-100%$7.2K———
Atlantic Union Bankshares Corp
N/A—230-230-100%$6.4K———
FMR LLC
N/A—219-219-100%$6.1K———
National Bank of Canada
N/A—200-200-100%$5.6K———
Cbiz Investment Advisory Services, LLC
N/A—108-108-100%$2.8K———
NewEdge Advisors, LLC
N/A—58-58-100%$1.6K———
Institute for Wealth Management, Llc.
N/A—37-37-100%$1.0K———
Wells Fargo & Company
N/A—00—$2———
Showing 101 of 101 institutions