DOSSIER · 13F Holders · Q2 2026
INRO

ISHARES U.S. INDUSTRY ROTATION ACTIVE ETF

13 institutions still hold ISHARES U.S. INDUSTRY ROTATION ACTIVE ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09290C830·13 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$34M
visible holders
Holders
13
filers reporting
Concentration
42.32%
Stonebrook Private Inc. #1
top holder share
AI Holders Summary · Q2 2026

13 institutions reported INRO in Q2 2026. Stonebrook Private Inc. leads at 42.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Stonebrook Private Inc.
CIK 0002008738
$15M396K2.65%Q2 2026
02
BlackRock, Inc.
CIK 0002012383
$7M200K0.00%Q2 2026
03
EQ LLC
CIK 0001757605
$5M128K1.15%Q2 2026
04
Concurrent Investment Advisors, LLC
CIK 0002001015
$3M90K0.03%Q2 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M53K0.00%Q2 2026
06
BCU Wealth Advisors, LLC
CIK 0002003570
$1M32K0.39%Q2 2026
07
CITADEL ADVISORS LLC
CIK 0001423053
$563K17K0.00%Q4 2025
08
Spectrum Planning & Advisory Services Inc.
CIK 0001725394
$332K9K0.15%Q2 2026
09
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$309K8K0.00%Q2 2026
10
Imprint Wealth LLC
CIK 0001972653
$88K2K0.36%Q2 2026
11
Sunbelt Securities, Inc.
CIK 0001632932
$23K7420.00%Q1 2026
12
JPMORGAN CHASE & CO
CIK 0000019617
$6K1660.00%Q2 2026
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025