Who owns iShares U.S. Industry Rotation Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of INRO from SEC Form 13F filings across 11 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 11 institutions disclosed 933,870 shares of iShares U.S. Industry Rotation Active ETF worth $34.3M — about 96.4% of shares outstanding; the largest disclosed holder is Stonebrook Private Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
11
13F holders
$34.3M
value, 2026 filers
96.4%
of shares outstanding (933,870 sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of INRO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Stonebrook Private Inc. | 395,591 | $14.5M | 2.7% | 40.8% | +1.0% |
| 2 | BlackRock, Inc. | 200,000 | $7.3M | 0.0% | 20.7% | 0.0% |
| 3 | EQ LLC | 127,661 | $4.7M | 1.2% | 13.2% | +7.3% |
| 4 | Concurrent Investment Advisors, LLC | 89,958 | $3.3M | 0.0% | 9.3% | -5.3% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 53,442 | $2.0M | 0.0% | 5.5% | +67.9% |
| 6 | BCU Wealth Advisors, LLCNEW | 32,071 | $1.2M | 0.4% | 3.3% | new |
| 7 | CITADEL ADVISORS LLCNEW | 15,101 | $554,080 | 0.0% | 1.6% | new |
| 8 | Spectrum Planning & Advisory Services Inc. | 9,058 | $332,359 | 0.1% | 0.9% | -28.7% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 8,414 | $308,723 | 0.0% | 0.9% | new |
| 10 | Imprint Wealth LLC | 2,408 | $88,353 | 0.4% | 0.2% | -6.3% |
| 11 | JPMORGAN CHASE & CONEW | 166 | $6,013 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.