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Ishares Gen-Immunology Hlth (IDNA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares107,411 from 71,503
Change+35,908 (+50%)
Value$4.5M (+$2.1M)
Filed 2026-11-06
Trek Financial, LLC
INCREASED
Shares91,892 from 90,940
Change+952 (+1%)
Value$3.9M (+$819.6K)
Filed 2026-10-29
Great Diamond Partners, LLC
NEW
Shares76,558
Change+76,558
Value$3.2M
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares51,639 from 38,007
Change+13,632 (+36%)
Value$2.2M (+$902.6K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
NEW
Shares37,462
Change+37,462
Value$1.6M
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares27,333 from 27,651
Change-318 (-1%)
Value$1.2M (+$223.5K)
Filed 2026-11-02
Clearwater Capital Advisors, LLC
DECREASED
Shares26,842 from 32,894
Change-6,052 (-18%)
Value$1.1M (+$25.8K)
Filed 2026-11-06
Avior Wealth Management, LLC
DECREASED
Shares24,863 from 37,305
Change-12,442 (-33%)
Value$1.1M (-$206.8K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares24,448 from 23,022
Change+1,426 (+6%)
Value$1.0K (-$776.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares23,016 from 21,622
Change+1,394 (+6%)
Value$930.3K (+$204.9K)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares17,363 from 17,680
Change-317 (-2%)
Value$734.8K (+$138.1K)
Filed 2026-10-14
First Heartland Consultants, Inc.
UNCHANGED
Shares8,224 from 8,224
Change0 (0%)
Value$348.0K (+$70.5K)
Filed 2026-10-08
Matauro, LLC
UNCHANGED
Shares7,447 from 7,447
Change0 (0%)
Value$315.2K (+$63.8K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
DECREASED
Shares6,452 from 6,658
Change-206 (-3%)
Value$273.1K (+$48.3K)
Filed 2026-10-21
Sweeney & Michel, LLC
NEW
Shares4,907
Change+4,907
Value$207.6K
Filed 2026-10-16
Prospera Financial Services Inc
NEW
Shares4,781
Change+4,781
Value$204.4K
Filed 2026-11-04
Interchange Capital Partners, LLC
NEW
Shares4,011
Change+4,011
Value$264.3K
Filed 2026-10-28
Chapman Financial Group, LLC
UNCHANGED
Shares2,192 from 2,192
Change0 (0%)
Value$92.8K (+$18.8K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares942 from 291
Change+651 (+224%)
Value$39.9K (+$30.0K)
Filed 2026-11-05
Pacific Center for Financial Services
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$23.5K (+$4.8K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$23.3K (+$4.7K)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$12.3K (+$2.5K)
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$11.6K (+$2.4K)
Filed 2026-11-02
Farther Finance Advisors, LLC
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$10.9K (+$2.2K)
Filed 2026-10-08
Archer Investment Corp
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$10.5K (+$2.1K)
Filed 2026-11-05
CFG Wealth Management Services, Inc.
NEW
Shares200
Change+200
Value$8.3K
Filed 2026-10-21
Parallel Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.5K (+$1.7K)
Filed 2026-11-03
Triumph Capital Management
DECREASED
Shares103 from 910
Change-807 (-89%)
Value$4.4K (-$26.4K)
Filed 2026-10-14
Golden State Wealth Management, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$3.3K (+$675)
Filed 2026-11-02
Fifth Third Bancorp
NEW
Shares69
Change+69
Value$2.9K
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.3K (+$472)
Filed 2026-10-29
New England Capital Financial Advisors LLC
NEW
Shares50
Change+50
Value$2.1K
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.4K ($0)
Filed 2026-11-06
Valley National Advisers Inc
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.4K (+$284)
Filed 2026-10-23
Toth Financial Advisory Corp
NEW
Shares22
Change+22
Value$932
Filed 2026-10-08
AlphaCore Capital LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$33 (+$7)
Filed 2026-11-04
Mission Wealth Management, LP
CLOSED
Shares0 from 5,947
Change-5,947 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-15
UBS Group AG
N/A
Shares— from 493,571
Change-493,571 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 467,003
Change-467,003 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 268,472
Change-268,472 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 114,932
Change-114,932 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 111,053
Change-111,053 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 105,302
Change-105,302 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 95,351
Change-95,351 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 88,543
Change-88,543 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 81,337
Change-81,337 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 75,462
Change-75,462 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 24,572
Change-24,572 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 23,177
Change-23,177 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 21,463
Change-21,463 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,129
Change-20,129 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 18,646
Change-18,646 (-100%)
Value—
Prudential PLC
N/A
Shares— from 16,800
Change-16,800 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,353
Change-16,353 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,778
Change-15,778 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,642
Change-15,642 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 12,693
Change-12,693 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,096
Change-11,096 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 9,956
Change-9,956 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,867
Change-7,867 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 7,560
Change-7,560 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 6,852
Change-6,852 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 897
Change-897 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 300
Change-300 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
FMR LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
INCREASED107,41171,503+35,908+50%$2.4M$4.5M+$2.1M2026-11-06
Trek Financial, LLC
INCREASED91,89290,940+952+1%$3.1M$3.9M+$819.6K2026-10-29
Great Diamond Partners, LLC
NEW76,558—+76,558——$3.2M—2026-10-13
Lido Advisors, LLC
INCREASED51,63938,007+13,632+36%$1.3M$2.2M+$902.6K2026-11-04
Concurrent Investment Advisors, LLC
NEW37,462—+37,462——$1.6M—2026-10-16
Commonwealth Equity Services, LLC
DECREASED27,33327,651-318-1%$933.2K$1.2M+$223.5K2026-11-02
Clearwater Capital Advisors, LLC
DECREASED26,84232,894-6,052-18%$1.1M$1.1M+$25.8K2026-11-06
Avior Wealth Management, LLC
DECREASED24,86337,305-12,442-33%$1.3M$1.1M-$206.8K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED24,44823,022+1,426+6%$777.0K$1.0K-$776.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED23,01621,622+1,394+6%$725.4K$930.3K+$204.9K2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED17,36317,680-317-2%$596.7K$734.8K+$138.1K2026-10-14
First Heartland Consultants, Inc.
UNCHANGED8,2248,22400%$277.6K$348.0K+$70.5K2026-10-08
Matauro, LLC
UNCHANGED7,4477,44700%$251.3K$315.2K+$63.8K2026-11-03
Wealthcare Advisory Partners LLC
DECREASED6,4526,658-206-3%$224.7K$273.1K+$48.3K2026-10-21
Sweeney & Michel, LLC
NEW4,907—+4,907——$207.6K—2026-10-16
Prospera Financial Services Inc
NEW4,781—+4,781——$204.4K—2026-11-04
Interchange Capital Partners, LLC
NEW4,011—+4,011——$264.3K—2026-10-28
Chapman Financial Group, LLC
UNCHANGED2,1922,19200%$74.0K$92.8K+$18.8K2026-10-26
Rossby Financial, LCC
INCREASED942291+651+224%$9.8K$39.9K+$30.0K2026-11-05
Pacific Center for Financial Services
UNCHANGED55555500%$18.7K$23.5K+$4.8K2026-10-15
PNC Financial Services Group, Inc.
UNCHANGED55055000%$18.6K$23.3K+$4.7K2026-11-06
IFP Advisors, Inc
UNCHANGED29129100%$9.8K$12.3K+$2.5K2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED27527500%$9.3K$11.6K+$2.4K2026-11-02
Farther Finance Advisors, LLC
UNCHANGED25725700%$8.7K$10.9K+$2.2K2026-10-08
Archer Investment Corp
UNCHANGED24824800%$8.4K$10.5K+$2.1K2026-11-05
CFG Wealth Management Services, Inc.
NEW200—+200——$8.3K—2026-10-21
Parallel Advisors, LLC
UNCHANGED20020000%$6.8K$8.5K+$1.7K2026-11-03
Triumph Capital Management
DECREASED103910-807-89%$30.7K$4.4K-$26.4K2026-10-14
Golden State Wealth Management, LLC
UNCHANGED787800%$2.7K$3.3K+$6752026-11-02
Fifth Third Bancorp
NEW69—+69——$2.9K—2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED555500%$1.9K$2.3K+$4722026-10-29
New England Capital Financial Advisors LLC
NEW50—+50——$2.1K—2026-11-03
Allworth Financial LP
UNCHANGED404000%$1.4K$1.4K$02026-11-06
Valley National Advisers Inc
UNCHANGED333300%$1.1K$1.4K+$2842026-10-23
Toth Financial Advisory Corp
NEW22—+22——$932—2026-10-08
AlphaCore Capital LLC
UNCHANGED1100%$26$33+$72026-11-04
Mission Wealth Management, LP
CLOSED05,947-5,947-100%$200.7K$0-$200.7K2026-10-15
UBS Group AG
N/A—493,571-493,571-100%$16.7M———
Bank of America Corp
N/A—467,003-467,003-100%$15.8M———
Wharton Business Group, LLC
N/A—268,472-268,472-100%$9.1M———
Jane Street Group, LLC
N/A—114,932-114,932-100%$3.9M———
Ameriprise Financial Inc
N/A—111,053-111,053-100%$3.7M———
Portland Global Advisors LLC
N/A—105,302-105,302-100%$3.6M———
Wells Fargo & Company
N/A—95,351-95,351-100%$3.2M———
Royal Bank of Canada
N/A—88,543-88,543-100%$3.0M———
Morgan Stanley
N/A—81,337-81,337-100%$2.7M———
Raymond James Financial Inc
N/A—75,462-75,462-100%$2.5M———
Jones Financial Companies Lllp
N/A—24,572-24,572-100%$812.6K———
Steward Partners Investment Advisory, LLC
N/A—23,177-23,177-100%$782.2K———
Citadel Advisors LLC
N/A—21,463-21,463-100%$724.4K———
Envestnet Asset Management Inc
N/A—20,129-20,129-100%$679.4K———
Goldman Sachs Group Inc
N/A—18,646-18,646-100%$629.3K———
Prudential PLC
N/A—16,800-16,800-100%$567.0K———
MML Investors Services, LLC
N/A—16,353-16,353-100%$551.9K———
Osaic Holdings, Inc.
N/A—15,778-15,778-100%$532.5K———
Cetera Investment Advisers
N/A—15,642-15,642-100%$527.9K———
Flow Traders U.S. LLC
N/A—12,693-12,693-100%$428.0K———
EP Wealth Advisors, LLC
N/A—11,096-11,096-100%$374.5K———
Beck Capital Management, LLC
N/A—9,956-9,956-100%$336.0K———
Arkadios Wealth Advisors
N/A—8,379-8,379-100%$282.8K———
OneDigital Investment Advisors LLC
N/A—7,867-7,867-100%$265.5K———
Banco Santander, S.A.
N/A—7,560-7,560-100%$255.2K———
Ally Invest Advisors Inc.
N/A—6,852-6,852-100%$231.2K———
Rockefeller Capital Management L.P.
N/A—5,189-5,189-100%$175.1K———
Tidemark, LLC
N/A—1,407-1,407-100%$47.5K———
National Bank of Canada
N/A—897-897-100%$30.2K———
Vision Retirement, LLC
N/A—750-750-100%$25.3K———
Northwestern Mutual Wealth Management Co
N/A—500-500-100%$16.9K———
Federation des caisses Desjardins du Quebec
N/A—300-300-100%$10.1K———
Geneos Wealth Management Inc.
N/A—166-166-100%$5.6K———
HHM Wealth Advisors, LLC
N/A—135-135-100%$4.6K———
FMR LLC
N/A—94-94-100%$3.2K———
1 North Wealth Services LLC
N/A—85-85-100%$2.9K———
Qube Research & Technologies Ltd
N/A—2-2-100%$68———
Showing 74 of 74 institutions