DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
INRO

ISHARES U.S. INDUSTRY ROTATION ACTIVE ETF

11 institutions still hold ISHARES U.S. INDUSTRY ROTATION ACTIVE ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09290C830·11 13F holders·last filed Mar 31, 2026
Market cap
4.6%
vs prior quarter
13F value held
$27M
46.0% inst. owned
of float
Holders
11
+96 QoQ
filers reporting
Activity
+59 / −90
+884 added · −835 reduced
this quarter
Concentration
44.93%
Stonebrook Private Inc. #1
top holder share
AI Holders Summary · Q1 2026

11 institutions reported INRO in Q1 2026. Stonebrook Private Inc. leads at 44.9% of the visible book. +96 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Stonebrook Private Inc.
CIK 0002008738
$12M392K2.56%Q1 2026
02
BlackRock, Inc.
CIK 0002012383
$6M200K0.00%Q1 2026
03
EQ LLC
CIK 0001757605
$4M119K1.03%Q1 2026
04
Concurrent Investment Advisors, LLC
CIK 0002001015
$3M95K0.03%Q1 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$977,16732K0.00%Q1 2026
06
CITADEL ADVISORS LLC
CIK 0001423053
$562,81417K0.00%Q4 2025
07
Spectrum Planning & Advisory Services Inc.
CIK 0001725394
$390,20813K0.19%Q1 2026
08
Imprint Wealth LLC
CIK 0001972653
$78,8943K0.36%Q1 2026
09
Sunbelt Securities, Inc.
CIK 0001632932
$22,7787420.00%Q1 2026
10
UBS Group AG
CIK 0001610520
$27690.00%Q1 2026
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025