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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Kestra Advisory Services, LlcBuy+291,920—291,920$10.74MQ3 2026Nov 02, 2026
Commonwealth Equity Services, LlcBuy+141,344—141,344$5.20MQ3 2026Nov 02, 2026
Horst & Graben Wealth Management LlcBuy+75,984—75,984$2.80MQ3 2026Nov 02, 2026
Lloyd Advisory Services, Llc.Buy+9,894—9,894$364.17KQ3 2026Nov 02, 2026
Quest 10 Wealth Builders, Inc.Buy+695—695$25.58KQ3 2026Nov 02, 2026
Security Financial Services, Inc.Buy+98,944—98,944$3.64MQ3 2026Oct 29, 2026
Pacific Excel Wealth Advisors, Inc.Buy+10,356—10,356$381.12KQ3 2026Oct 27, 2026
Latitude Advisors, LlcBuy+4,926—4,926$181.31KQ3 2026Oct 27, 2026
Park Avenue Securities LlcBuy+19,544—19,544$719.00Q3 2026Oct 26, 2026
Beacon Capital Management, LlcBuy+53,864—53,864$1.98MQ3 2026Oct 23, 2026
Lantern Wealth Advisors, LlcBuy+16,383—16,383$603.01KQ3 2026Oct 22, 2026
One Advisory Partners, LlcBuy+6,877—6,877$253.12KQ3 2026Oct 22, 2026
Assetmark, IncBuy+162,291—162,291$5.97MQ3 2026Oct 21, 2026
A4 Wealth Advisors LlcBuy+121,521—121,521$4.47MQ3 2026Oct 20, 2026
Braun-Bostich & Associates Inc.Buy+90,743—90,743$3.34MQ3 2026Oct 20, 2026
Integrated Wealth ManagementBuy+17,696—17,696$651.34KQ3 2026Oct 19, 2026
Scarborough Advisors, LlcBuy+403,294—403,294$14.84MQ3 2026Oct 16, 2026
Buttonwood Financial Group, LlcBuy+232,208—232,208$8.74MQ3 2026Oct 16, 2026
Concurrent Investment Advisors, LlcSell-82,628-91.9%7,330$269.79KQ3 2026Oct 16, 2026
Ifp Advisors, IncBuy+39,804—39,804$1.47MQ3 2026Oct 16, 2026
Bcu Wealth Advisors, LlcSell-13,265-41.4%18,806$692.20KQ3 2026Oct 16, 2026
Milestone Asset Management, LlcBuy+69,615—69,615$2.56MQ3 2026Oct 15, 2026
Atria Investments, IncBuy+27,030—27,030$994.90KQ3 2026Oct 15, 2026
Tempus Wealth Planning, LlcBuy+12,415—12,415$456.96KQ3 2026Oct 14, 2026
Xy Planning Network, Inc.Buy+6,670—6,670$245.50KQ3 2026Oct 14, 2026
Pettinga Financial Advisors LlcBuy+299,840—299,840$11.04MQ3 2026Oct 13, 2026
Archer Investment Management, LlcBuy+159,927—159,927$5.89MQ3 2026Oct 13, 2026
Signature Estate & Investment Advisors LlcBuy+8,700—8,700$320.22KQ3 2026Oct 13, 2026
Krilogy Financial LlcBuy+8,492—8,492$318.05KQ3 2026Oct 13, 2026
Independent Financial Group, LlcBuy+7,333—7,333$269.89KQ3 2026Oct 13, 2026
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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.