POWRISHARES INC
CUSIP 464286343 · Yahoo Finance ↗ · Google Finance ↗
Ishares Inc (POWR) has 59 institutional holders in Filings Flow’s 13F database, together reporting 2.02M shares worth $53M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Ae Wealth Management LLC, and Jane Street Group, LLC.
Institutional Holders
59
Q1 2026
Reported Value
$53M
Ticker
POWR
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LPL Financial LLC$376.6B AUM | 0.00% | $12M | 455.3K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.05% | $9M | 328.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 112.0K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $3M | 105.6K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $2M | 86.9K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.11% | $2M | 79.2K | Q1 2026 |
| ARS Investment Partners, LLC$2.3B AUM | 0.10% | $2M | 70.2K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.05% | $2M | 62.1K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.96% | $1M | 53.5K | Q1 2026 |
| RATIONAL ADVISORS, INC.$980M AUM | 0.14% | $1M | 53.2K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 48.5K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $1M | 47.9K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $1M | 44.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 48.6K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 40.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 40.3K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.34% | $1M | 39.2K | Q1 2026 |
| Planned Solutions, Inc.$306M AUM | 0.33% | $1M | 38.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $995,587 | 38.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $922,430 | 35.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $898,331 | 34.2K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $864,279 | 33.0K | Q1 2026 |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.09% | $839,491 | 32.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $820,980 | 31.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $816,000 | 31.1K | Q1 2026 |
| Creekside Partners$243M AUM | 0.27% | $655,750 | 25.0K | Q1 2026 |
| Intelligence Driven Advisers, LLC$574M AUM | 0.08% | $564,720 | 24.0K | Q4 2025OLDER |
| M Wealth Management, LLC$119M AUM | 0.43% | $506,476 | 19.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $450,448 | 17.2K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $449,518 | 19.0K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $403,922 | 15.4K | Q1 2026 |
| Clal Insurance Enterprises Holdings Ltd$16.6B AUM | 0.00% | $393,000 | 15.0K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $386,525 | 14.7K | Q1 2026 |
| Guardian Asset Advisors, LLC$171M AUM | 0.22% | $377,435 | 14.4K | Q1 2026 |
| Gradient Capital Advisors, LLC$432M AUM | 0.09% | $327,734 | 13.1K | Q3 2025OLDER |
| TPG Advisors LLC$160M AUM | 0.21% | $317,324 | 12.7K | Q3 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.06% | $297,336 | 11.3K | Q1 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.10% | $272,899 | 10.9K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $240,796 | 9.2K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $227,099 | 8.7K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $226,170 | 9.5K | Q2 2025OLDER |
| Sculati Wealth Management, LLC$271M AUM | 0.08% | $214,561 | 8.2K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $201,360 | 8.5K | Q2 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.17% | $196,886 | 7.5K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.03% | $132,095 | 5.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $104,920 | 4.0K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.01% | $101,851 | 3.9K | Q1 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $90,494 | 3.5K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.01% | $78,637 | 3.3K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.02% | $49,811 | 1.9K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $47,060 | 2.0K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $44,251 | 1.7K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $25,181 | 960 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $22,112 | 843 | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.01% | $21,482 | 819 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $18,004 | 765 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15,738 | 600 | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $13,797 | 550 | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $12,590 | 480 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $12,171 | 464 | Q1 2026 |
| Security National Bank$838M AUM | 0.00% | $11,804 | 450 | Q1 2026 |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $11,695 | 497 | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $11,247 | 478 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $9,862 | 376 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $9,412 | 400 | Q4 2025OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.01% | $9,392 | 358 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6,745 | 257 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $6,033 | 230 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $4,432 | 169 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $4,014 | 160 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3,913 | 156 | Q3 2025OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $2,825 | 108 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $2,623 | 100 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $2,623 | 100 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,548 | 59 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1,521 | 58 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,304 | 52 | Q3 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $376 | 15 | Q3 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $259 | 11 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $238 | 10 | Q2 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.