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INRO Institutional Ownership

iShares U.S. Industry Rotation Active ETF
1W: -0.1% 1M: +1.8% 3M: +2.1% YTD: +15.3% 1Y: +17.3%
$37.18
+0.32 (+0.88%)
 
Weekly Expected Move ±1.6%
$36 $37 $37 $38 $38
ETF NASDAQ · AUM $36.0M

Institutional Ownership — INRO

12
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
34M
Total Invested
4
New Positions
3
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (14 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Stonebrook Private Inc. 395,591 15M +3,869 +1.0% 9Q SEC ↗
2 BlackRock, Inc. 200,000 7M — +0.0% 8Q SEC ↗
3 EQ LLC 127,661 5M +8,638 +7.3% 8Q SEC ↗
4 Concurrent Investment Advisors, LLC 89,958 3M -4,988 -5.3% 3Q SEC ↗
5 ENVESTNET ASSET MANAGEMENT INC 53,442 2M +21,610 +67.9% 4Q SEC ↗
6 BCU Wealth Advisors, LLC NEW 32,071 1M — +0.0% 1Q SEC ↗
7 CITADEL ADVISORS LLC NEW 15,101 561K — +0.0% 1Q SEC ↗
8 Spectrum Planning & Advisory Services 9,058 337K -3,653 -28.7% 6Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 8,414 313K — +0.0% 1Q SEC ↗
10 Imprint Wealth LLC 2,408 90K -162 -6.3% 4Q SEC ↗
11 Sunbelt Securities, Inc. 742 28K +437 +143.3% 6Q SEC ↗
12 JPMORGAN CHASE & CO NEW 166 6K — +0.0% 1Q SEC ↗
13 Parallel Advisors, LLC 0 0K -42 -100.0% 4Q SEC ↗
14 UBS Group AG 0 0K -9 -100.0% 1Q SEC ↗

Recent Activity

New Positions (4)
Sold Out (2)
HolderPrev SharesPrev Value
Parallel Advisors, LLC 42 2K
UBS Group AG 9 0K
Biggest Increases (4)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +21,610 +67.9% 53,442
EQ LLC +8,638 +7.3% 127,661
Stonebrook Private Inc. +3,869 +1.0% 395,591
Sunbelt Securities, Inc. +437 +143.3% 742
Biggest Decreases (3)
HolderReducedChange %Total Shares
Concurrent Investment Advisors, LLC -4,988 -5.3% 89,958
Spectrum Planning & Advisory Servic -3,653 -28.7% 9,058
Imprint Wealth LLC -162 -6.3% 2,408

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms