8 institutions reported holding $2.2M of ISHARES TR (IRTR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Valmark Advisers, Inc. ($1.1M), Realta Investment Advisors ($300,772), JANE STREET GROUP, LLC ($249,348), Summit Financial, LLC ($216,220), Geneos Wealth Management Inc. ($175,375). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | $1.1M | 35,621 | Hold |
| 2 | Realta Investment Advisors | $300,772 | 9,364 | New |
| 3 | JANE STREET GROUP, LLC | $249,348 | 7,763 | New |
| 4 | Summit Financial, LLC | $216,220 | 6,732 | New |
| 5 | Geneos Wealth Management Inc. | $175,375 | 5,460 | Added |
| 6 | Aptus Capital Advisors, LLC | $93,726 | 2,918 | Added |
| 7 | AMERIFLEX GROUP, INC. | $15,482 | 482 | Hold |
| 8 | Golden State Wealth Management, LLC | $15,257 | 475 | New |
Source: SEC Form 13F filings · as of 2026-06-30