13F Insight
DOSSIER · 13F Holders · Q3 2026
INRO

ISHARES U.S. INDUSTRY ROTATION ACTIVE ETF

26 institutions still hold ISHARES U.S. INDUSTRY ROTATION ACTIVE ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09290C830·26 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$78M
visible holders
Holders
26
filers reporting
Concentration
19.13%
Scarborough Advisors, LLC #1
top holder share
AI Holders Summary · Q3 2026

26 institutions reported INRO in Q3 2026. Scarborough Advisors, LLC leads at 19.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Scarborough Advisors, LLC
CIK 0001815355
$15M403K62.05%Q3 202602
Stonebrook Private Inc.
CIK 0002008738
$15M396K2.65%Q2 202603
Pettinga Financial Advisors LLC
CIK 0001694592
$11M300K1.82%Q3 202604
Buttonwood Financial Group, LLC
CIK 0001847661
$9M232K4.41%Q3 202605
BlackRock, Inc.
CIK 0002012383
$7M200K0.00%Q2 202606
Archer Investment Management, LLC
CIK 0002052868
$6M160K1.85%Q3 202607
EQ LLC
CIK 0001757605
$5M128K1.15%Q2 202608
MILESTONE ASSET MANAGEMENT, LLC
CIK 0001964722
$3M70K0.41%Q3 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M53K0.00%Q2 202610
IFP Advisors, Inc
CIK 0001641866
$1M40K0.03%Q3 202611
Atria Investments, Inc
CIK 0001535865
$995K27K0.01%Q3 202612
BCU Wealth Advisors, LLC
CIK 0002003570
$692K19K0.22%Q3 202613
CITADEL ADVISORS LLC
CIK 0001423053
$554K15K0.00%Q2 202614
Tempus Wealth Planning, LLC
CIK 0001806428
$457K12K0.09%Q3 202615
Spectrum Planning & Advisory Services Inc.
CIK 0001725394
$332K9K0.15%Q2 202616
Balefire, LLC
CIK 0001750924
$321K9K0.05%Q3 202617
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$320K9K0.01%Q3 202618
Krilogy Financial LLC
CIK 0001659047
$318K8K0.01%Q3 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$309K8K0.00%Q2 202620
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$270K7K0.00%Q3 2026
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