ISHARES US IN RO ACT ETF-USD (INRO) Institutional Ownership Changes & 13F Activity
ISHARES US IN RO ACT ETF-USD (INRO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Scarborough Advisors, Llc, Pettinga Financial Advisors Llc, Kestra Advisory Services, Llc, Buttonwood Financial Group, Llc, and Assetmark, Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, Llc | Buy | +291,920 | — | 291,920 | $10.74M | Q3 2026 | Nov 02, 2026 |
| Commonwealth Equity Services, Llc | Buy | +141,344 | — | 141,344 | $5.20M | Q3 2026 | Nov 02, 2026 |
| Horst & Graben Wealth Management Llc | Buy | +75,984 | — | 75,984 | $2.80M | Q3 2026 | Nov 02, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +9,894 | — | 9,894 | $364.17K | Q3 2026 | Nov 02, 2026 |
| Quest 10 Wealth Builders, Inc. | Buy | +695 | — | 695 | $25.58K | Q3 2026 | Nov 02, 2026 |
| Security Financial Services, Inc. | Buy | +98,944 | — | 98,944 | $3.64M | Q3 2026 | Oct 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | Buy | +10,356 | — | 10,356 | $381.12K | Q3 2026 | Oct 27, 2026 |
| Latitude Advisors, Llc | Buy | +4,926 | — | 4,926 | $181.31K | Q3 2026 | Oct 27, 2026 |
| Park Avenue Securities Llc | Buy | +19,544 | — | 19,544 | $719.00 | Q3 2026 | Oct 26, 2026 |
| Beacon Capital Management, Llc | Buy | +53,864 | — | 53,864 | $1.98M | Q3 2026 | Oct 23, 2026 |
| Lantern Wealth Advisors, Llc | Buy | +16,383 | — | 16,383 | $603.01K | Q3 2026 | Oct 22, 2026 |
| One Advisory Partners, Llc | Buy | +6,877 | — | 6,877 | $253.12K | Q3 2026 | Oct 22, 2026 |
| Assetmark, Inc | Buy | +162,291 | — | 162,291 | $5.97M | Q3 2026 | Oct 21, 2026 |
| A4 Wealth Advisors Llc | Buy | +121,521 | — | 121,521 | $4.47M | Q3 2026 | Oct 20, 2026 |
| Braun-Bostich & Associates Inc. | Buy | +90,743 | — | 90,743 | $3.34M | Q3 2026 | Oct 20, 2026 |
| Integrated Wealth Management | Buy | +17,696 | — | 17,696 | $651.34K | Q3 2026 | Oct 19, 2026 |
| Scarborough Advisors, Llc | Buy | +403,294 | — | 403,294 | $14.84M | Q3 2026 | Oct 16, 2026 |
| Buttonwood Financial Group, Llc | Buy | +232,208 | — | 232,208 | $8.74M | Q3 2026 | Oct 16, 2026 |
| Concurrent Investment Advisors, Llc | Sell | -82,628 | -91.9% | 7,330 | $269.79K | Q3 2026 | Oct 16, 2026 |
| Ifp Advisors, Inc | Buy | +39,804 | — | 39,804 | $1.47M | Q3 2026 | Oct 16, 2026 |
| Bcu Wealth Advisors, Llc | Sell | -13,265 | -41.4% | 18,806 | $692.20K | Q3 2026 | Oct 16, 2026 |
| Milestone Asset Management, Llc | Buy | +69,615 | — | 69,615 | $2.56M | Q3 2026 | Oct 15, 2026 |
| Atria Investments, Inc | Buy | +27,030 | — | 27,030 | $994.90K | Q3 2026 | Oct 15, 2026 |
| Tempus Wealth Planning, Llc | Buy | +12,415 | — | 12,415 | $456.96K | Q3 2026 | Oct 14, 2026 |
| Xy Planning Network, Inc. | Buy | +6,670 | — | 6,670 | $245.50K | Q3 2026 | Oct 14, 2026 |
| Pettinga Financial Advisors Llc | Buy | +299,840 | — | 299,840 | $11.04M | Q3 2026 | Oct 13, 2026 |
| Archer Investment Management, Llc | Buy | +159,927 | — | 159,927 | $5.89M | Q3 2026 | Oct 13, 2026 |
| Signature Estate & Investment Advisors Llc | Buy | +8,700 | — | 8,700 | $320.22K | Q3 2026 | Oct 13, 2026 |
| Krilogy Financial Llc | Buy | +8,492 | — | 8,492 | $318.05K | Q3 2026 | Oct 13, 2026 |
| Independent Financial Group, Llc | Buy | +7,333 | — | 7,333 | $269.89K | Q3 2026 | Oct 13, 2026 |
Frequently asked questions about INRO activity
Which institutional owners are buying INRO?
Institutional owners buying INRO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in INRO activity?
"Buy" means an investor increased their reported position in INRO compared to the prior reporting period. This reflects growing exposure to ISHARES US IN RO ACT ETF-USD (INRO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in INRO increasing?
Institutional interest in INRO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.