INRO Institutional Ownership & Shareholders
ISHARES US IN RO ACT ETF-USD (INRO) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $118.85M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Scarborough Advisors, Llc is currently the largest disclosed institutional shareholder of INRO tracked by InsiderSet, reporting ownership valued at approximately $14.84M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.52M, representing an estimated loss of -2.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed INRO value among the investors covered in this analysis. Major shareholders include Scarborough Advisors, Llc, Stonebrook Private Inc., Pettinga Financial Advisors Llc, and several other long-term asset managers with concentrated positions in ISHARES US IN RO ACT ETF-USD (INRO).
This page ranks the largest institutional INRO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
41
Total Reported Value
$118.85M
Largest Holder
Scarborough Advisors, Llc
Largest Position
$14.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Scarborough Advisors, Llc | 62.05% | 403,294 | $14,844,187 | $14,515,559 | -$328,628 | -2.21% | |
| Stonebrook Private Inc. | 2.65% | 395,591 | $14,514,867 | $14,238,309 | -$276,558 | -1.91% | |
| Pettinga Financial Advisors Llc | 1.82% | 299,840 | $11,036,271 | $10,791,991 | -$244,280 | -2.21% | |
| Kestra Advisory Services, Llc | 0.03% | 291,920 | $10,744,758 | $10,506,931 | -$237,827 | -2.21% | |
| Buttonwood Financial Group, Llc | 4.41% | 232,208 | $8,744,961 | $8,357,746 | -$387,215 | -4.43% | |
| Blackrock, Inc. | 0.00% | 200,000 | $7,338,320 | $7,198,500 | -$139,820 | -1.91% | |
| Assetmark, Inc | 0.01% | 162,291 | $5,973,477 | $5,841,259 | -$132,218 | -2.21% | |
| Archer Investment Management, Llc | 1.86% | 159,927 | $5,886,465 | $5,756,173 | -$130,292 | -2.21% | |
| Commonwealth Equity Services, Llc | 0.01% | 141,344 | $5,202,480 | $5,087,324 | -$115,156 | -2.21% | |
| Eq Llc | 1.15% | 127,661 | $4,684,068 | $4,594,839 | -$89,229 | -1.90% | |
| A4 Wealth Advisors Llc | 2.97% | 121,521 | $4,472,848 | $4,373,845 | -$99,003 | -2.21% | |
| Security Financial Services, Inc. | 0.49% | 98,944 | $3,641,843 | $3,561,242 | -$80,601 | -2.21% | |
| Braun-Bostich & Associates Inc. | 1.91% | 90,743 | $3,339,996 | $3,266,067 | -$73,929 | -2.21% | |
| Horst & Graben Wealth Management Llc | 0.36% | 75,984 | $2,796,758 | $2,734,854 | -$61,904 | -2.21% | |
| Milestone Asset Management, Llc | 0.41% | 69,615 | $2,562,369 | $2,505,618 | -$56,751 | -2.21% | |
| Beacon Capital Management, Llc | 0.28% | 53,864 | $1,982,583 | $1,938,700 | -$43,883 | -2.21% | |
| Envestnet Asset Management Inc | 0.00% | 53,442 | $1,960,877 | $1,923,511 | -$37,366 | -1.91% | |
| Ifp Advisors, Inc | 0.03% | 39,804 | $1,465,074 | $1,432,645 | -$32,429 | -2.21% | |
| Atria Investments, Inc | 0.01% | 27,030 | $994,899 | $972,877 | -$22,022 | -2.21% | |
| Bcu Wealth Advisors, Llc | 0.22% | 18,806 | $692,196 | $676,875 | -$15,321 | -2.21% | |
| Integrated Wealth Management | 0.64% | 17,696 | $651,340 | $636,923 | -$14,417 | -2.21% | |
| Lantern Wealth Advisors, Llc | 0.26% | 16,383 | $603,012 | $589,665 | -$13,347 | -2.21% | |
| Citadel Advisors Llc | 0.00% | 15,101 | $554,080 | $543,523 | -$10,557 | -1.91% | |
| Tempus Wealth Planning, Llc | 0.09% | 12,415 | $456,961 | $446,847 | -$10,114 | -2.21% | |
| Pacific Excel Wealth Advisors, Inc. | 0.42% | 10,356 | $381,123 | $372,738 | -$8,385 | -2.20% | |
| Lloyd Advisory Services, Llc. | 0.14% | 9,894 | $364,170 | $356,110 | -$8,060 | -2.21% | |
| Spectrum Planning & Advisory Services Inc. | 0.15% | 9,058 | $332,359 | $326,020 | -$6,339 | -1.91% | |
| Balefire, Llc | 0.05% | 8,723 | $321,069 | $313,963 | -$7,106 | -2.21% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 8,700 | $320,223 | $313,135 | -$7,088 | -2.21% | |
| Krilogy Financial Llc | 0.01% | 8,492 | $318,047 | $305,648 | -$12,399 | -3.90% | |
| Susquehanna International Group, Llp | 0.00% | 8,414 | $308,723 | $302,841 | -$5,882 | -1.91% | |
| Independent Financial Group, Llc | 0.00% | 7,333 | $269,889 | $263,933 | -$5,956 | -2.21% | |
| Concurrent Investment Advisors, Llc | 0.00% | 7,330 | $269,790 | $263,825 | -$5,965 | -2.21% | |
| One Advisory Partners, Llc | 0.07% | 6,877 | $253,123 | $247,520 | -$5,603 | -2.21% | |
| Xy Planning Network, Inc. | 0.03% | 6,670 | $245,504 | $240,070 | -$5,434 | -2.21% | |
| Latitude Advisors, Llc | 0.06% | 4,926 | $181,312 | $177,299 | -$4,013 | -2.21% | |
| Imprint Wealth Llc | 0.36% | 2,408 | $88,353 | $86,670 | -$1,683 | -1.90% | |
| Quest 10 Wealth Builders, Inc. | 0.02% | 695 | $25,581 | $25,015 | -$566 | -2.21% | |
| Sunbelt Securities, Inc. | 0.00% | 742 | $22,778 | $26,706 | +$3,928 | +17.25% | |
| Jpmorgan Chase & Co | 0.00% | 166 | $6,013 | $5,975 | -$38 | -0.64% | |
| Park Avenue Securities Llc | 0.00% | 19,544 | $719 | $703,437 | +$702,718 | +97735.52% |
Frequently asked questions about INRO
Who are the largest institutional holders of INRO?
The largest institutional holders of INRO reported in the latest SEC Form 13F filings include Scarborough Advisors, Llc, Stonebrook Private Inc., Pettinga Financial Advisors Llc, Kestra Advisory Services, Llc, and Buttonwood Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported INRO position.
What is INRO institutional ownership?
This page tracks INRO positions reported by institutional investment managers through SEC Form 13F. ISHARES US IN RO ACT ETF-USD (INRO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own INRO?
InsiderSet currently tracks 41 institutional managers reporting INRO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of INRO shareholders.
How much INRO stock do institutions own?
Institutional investment managers disclosed approximately $118.85M in INRO holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was INRO institutional ownership last updated?
The latest INRO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional INRO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its INRO position after the reporting date.
Are institutions buying or selling INRO?
Institutional buying and selling can be analyzed by comparing INRO positions across consecutive 13F reporting periods. InsiderSet's INRO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View INRO ownership changes.
How has INRO institutional ownership changed over time?
InsiderSet tracks INRO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.