INRO iShares U.S. Industry Rotation Active ETF

NASDAQ ·

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Institutional owners (13F) 12 filers · $34.0M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (+3 vs prior Q) 1 (-1 vs prior Q) 3 (-2 vs prior Q) 3 (+2 vs prior Q) +81K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Stonebrook Private Inc. $14,514,867 395,591 42.65% Shares
BlackRock, Inc. $7,338,320 200,000 21.56% Shares
EQ LLC $4,684,068 127,661 13.76% Shares
Concurrent Investment Advisors, LLC $3,043,615 82,951 8.94% Shares
ENVESTNET ASSET MANAGEMENT INC $1,960,877 53,442 5.76% Shares
BCU Wealth Advisors, LLC $1,176,736 32,071 3.46% Shares
CITADEL ADVISORS LLC $554,080 15,101 1.63% Shares
Spectrum Planning & Advisory Services Inc. $332,359 9,058 0.98% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $308,723 8,414 0.91% Shares
Imprint Wealth LLC $88,353 2,408 0.26% Shares
Sunbelt Securities, Inc. $22,778 742 0.07% Shares
JPMORGAN CHASE & CO $6,013 166 0.02% Shares