iShares U.S. Industry Rotation Active ETF - Common Stock (INRO) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
INRO
Shares outstanding
980,392
Price per share
$32.87
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
842,252
Total reported value
$27,095,261
% of total 13F portfolios
0%
Share change
-4,053
Value change
-$121,317
Number of holders
10
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares U.S. Industry Rotation Active ETF - Common Stock (INRO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 20% -13% $5,795,240 200,000 0% BlackRock Portfolio Management LLC 30 Jun 2025

As of 31 Dec 2025, 10 institutional investors reported holding 842,252 shares of iShares U.S. Industry Rotation Active ETF - Common Stock (INRO). This represents 86% of the company’s total 980,392 outstanding shares.

Top 12 Institutional Shareholders

The largest institutional shareholders of iShares U.S. Industry Rotation Active ETF - Common Stock (INRO) together control 86% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Stonebrook Private Inc. 40% 390,663 +6.9% 2.6% $12,567,629
BlackRock, Inc. 20% 200,000 0% 0% $6,434,000
EQ LLC 11% 110,882 -27% 1% $3,567,066
Spectrum Planning & Advisory Services Inc. 9.4% 91,977 +0.06% 1.5% $2,958,890
CITADEL ADVISORS LLC 1.8% 17,495 0% $562,814
ENVESTNET ASSET MANAGEMENT INC 1.7% 16,768 +57% 0% $539,440
Concurrent Investment Advisors, LLC 1.2% 11,550 0% $371,582
Imprint Wealth LLC 0.26% 2,570 -68% 0.39% $82,677
Sunbelt Securities, Inc. 0.03% 305 0% 0% $9,812
Parallel Advisors, LLC 0% 42 0% 0% $1,351
Rockefeller Capital Management L.P. 0% 0 -100% $0
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0% 0 -100% $0

Institutional Holders of iShares U.S. Industry Rotation Active ETF - Common Stock (INRO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 842,252 $27,095,261 -$121,317 $32.17 10
2025 Q3 846,305 $26,798,342 +$1,151,534 $31.67 10
2025 Q2 802,005 $23,233,929 +$2,408,065 $28.97 6
2025 Q1 718,950 $18,800,567 +$3,261,573 $26.15 8
2024 Q4 592,285 $16,453,293 +$2,277,178 $27.78 10
2024 Q3 510,312 $13,787,966 +$6,053,364 $27.02 3
2024 Q2 286,931 $7,459,345 +$2,259,945 $26.00 3
2024 Q1 200,000 $5,036,160 +$5,036,160 $25.18 1