Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 212 loaded

#		Instrument	quantity
1	Forum Financial Management, LP	Shares	9.7MSH	$971.5M
2	Envestnet Portfolio Solutions, Inc.	Shares	2.3MSH	$229.6M
3	HAMILTON CAPITAL PARTNERS, LLC	Shares	857.1KSH	$86.0M
4	BENJAMIN EDWARDS INC	Shares	836.2KSH	$83.9M
5	FIRST CITIZENS BANK & TRUST CO	Shares	672.4KSH	$67.5M
6	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	335.6KSH	$33.7M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	298.3KSH	$29.4M
8	Goelzer Investment Management, Inc.	Shares	169.0KSH	$17.0M
9	Affinity Capital Advisors, LLC	Shares	156.6KSH	$15.6M
10	ABLE Financial Group, LLC	Shares	145.3KSH	$14.6M
11	SteelPeak Wealth, LLC	Shares	137.1KSH	$13.8M
12	Kelly Financial Services LLC	Shares	131.7KSH	$13.2M
13	ARVEST INVESTMENTS, INC.	Shares	127.9KSH	$12.8M
14	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	123.7KSH	$12.4M
15	Net Worth Advisory Group	Shares	122.9KSH	$12.3M
16	Sharkey, Howes & Javer	Shares	100.1KSH	$10.0M
17	Evergreen Private Wealth LLC	Shares	84.2KSH	$8.5M
18	BEACON FINANCIAL GROUP	Shares	82.8KSH	$8.3M
19	Farther Finance Advisors, LLC	Shares	82.6KSH	$8.3M
20	IFP Advisors, Inc	Shares	80.4KSH	$8.1M
21	Strategic Blueprint, LLC	Shares	76.7KSH	$7.7M
22	Royal Fund Management, LLC	Shares	76.6KSH	$7.7M
23	Elevated Financial Group LLC	Shares	73.0KSH	$7.3M
24	Brookstone Capital Management	Shares	72.7KSH	$7.3M
25	EWA, LLC	Shares	70.3KSH	$7.1M
26	Prospera Financial Services Inc	Shares	63.7KSH	$6.4M
27	ONE Advisory Partners, LLC	Shares	56.5KSH	$5.7M
28	Premier Path Wealth Partners, LLC	Shares	56.1KSH	$5.6M
29	Cresta Advisors, Ltd.	Shares	55.1KSH	$5.5M
30	Blue Trust, Inc.	Shares	54.8KSH	$5.5M
31	Cobblestone Asset Management LLC	Shares	49.6KSH	$5.0M
32	Professional Financial Management, Inc.	Shares	49.1KSH	$4.9M
33	SigFig Wealth Management, LLC	Shares	47.5KSH	$4.8M
34	Merit Financial Group, LLC	Shares	44.3KSH	$4.4M
35	RFG Advisory, LLC	Shares	43.8KSH	$4.4M
36	WATERSHED PRIVATE WEALTH LLC	Shares	42.8KSH	$4.3M
37	Storen Legacy Partners, LLC	Shares	42.4KSH	$4.3M
38	UNIQUE WEALTH, LLC	Shares	41.9KSH	$4.2M
39	Golden State Wealth Management, LLC	Shares	40.7KSH	$4.1M
40	McNaughton Wealth Management, LLC	Shares	39.9KSH	$4.0M
41	SURIENCE PRIVATE WEALTH LLC	Shares	35.5KSH	$3.6M
42	Systelligence, LLC	Shares	34.5KSH	$3.5M
43	Centurion Wealth Management LLC	Shares	32.9KSH	$3.3M
44	Polaris Investment Advisors, LLC	Shares	32.5KSH	$3.3M
45	SWP FINANCIAL LLC	Shares	32.4KSH	$3.3M
46	Centerline Wealth Advisors, LLC	Shares	31.2KSH	$3.1M
47	5T Wealth, LLC	Shares	31.1KSH	$3.1M
48	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	30.4KSH	$3.0M
49	Commonwealth Financial Services, LLC	Shares	29.5KSH	$3.0M
50	Clarus Wealth Advisors	Shares	29.7KSH	$2.9M

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Manager changes2026-06-30 vs 2026-03-31

50 / 232 loaded

#		Instrument
1	Forum Financial Management, LP added	Shares	+745.6K	+$71.5M	$971.5M
2	HAMILTON CAPITAL PARTNERS, LLC added	Shares	+516.5K	+$51.7M	$86.0M
3	BENJAMIN EDWARDS INC added	Shares	+329.9K	+$32.9M	$83.9M
4	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+129.7K	+$12.9M	$33.7M
5	ABLE Financial Group, LLC added	Shares	+76.8K	+$7.7M	$14.6M
6	SURIENCE PRIVATE WEALTH LLC new	Shares	+35.5K	+$3.6M	$3.6M
7	Net Worth Advisory Group added	Shares	+34.2K	+$3.4M	$12.3M
8	Golden State Wealth Management, LLC added	Shares	+31.9K	+$3.2M	$4.1M
9	Kelly Financial Services LLC added	Shares	+9.3K	+$911.4K	$13.2M
10	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+9.4K	+$902.2K	$12.4M
11	ALTERNA WEALTH MANAGEMENT, INC added	Shares	+8.5K	+$846.7K	$2.3M
12	ARVEST INVESTMENTS, INC. added	Shares	+8.4K	+$797.7K	$12.8M
13	Elevated Financial Group LLC added	Shares	+8.1K	+$790.4K	$7.3M
14	J.W. COLE ADVISORS, INC. new	Shares	+6.9K	+$693.9K	$693.9K
15	Storen Legacy Partners, LLC added	Shares	+7.0K	+$687.2K	$4.3M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+13.1K	+$659.3K	$29.4M
17	BEACON FINANCIAL GROUP added	Shares	+6.4K	+$610.4K	$8.3M
18	Plancorp, LLC new	Shares	+5.7K	+$554.5K	$554.5K
19	McNaughton Wealth Management, LLC added	Shares	+5.3K	+$514.3K	$4.0M
20	EWA, LLC added	Shares	+5.2K	+$500.7K	$7.1M
21	Confluence Wealth Services, Inc. new	Shares	+4.5K	+$447.7K	$447.7K
22	Premier Path Wealth Partners, LLC added	Shares	+4.3K	+$417.3K	$5.6M
23	Balefire, LLC added	Shares	+3.8K	+$376.6K	$719.9K
24	Embree Financial Group added	Shares	+3.6K	+$362.1K	$1.4M
25	CRA Financial Services, LLC new	Shares	+3.4K	+$345.5K	$345.5K
26	Cresta Advisors, Ltd. added	Shares	+3.5K	+$332.5K	$5.5M
27	Spinnaker Investment Group, LLC new	Shares	+3.2K	+$323.0K	$323.0K
28	NerdWallet Wealth Partners, LLC added	Shares	+3.1K	+$311.2K	$1.2M
29	BAM Wealth Management, LLC new	Shares	+3.1K	+$306.8K	$306.8K
30	Legacy Private Trust Co. added	Shares	+3.1K	+$302.6K	$1.7M
31	Fermata Advisors, LLC added	Shares	+2.8K	+$276.2K	$1.9M
32	Traveka Wealth, LLC added	Shares	+2.8K	+$274.1K	$1.9M
33	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+2.5K	+$246.0K	$246.0K
34	Clarus Wealth Advisors added	Shares	+3.1K	+$242.7K	$2.9M
35	Revisor Wealth Management LLC new	Shares	+2.4K	+$240.1K	$240.1K
36	WATERSHED PRIVATE WEALTH LLC added	Shares	+2.4K	+$225.1K	$4.3M
37	SWP FINANCIAL LLC added	Shares	+2.3K	+$219.0K	$3.3M
38	Sculati Wealth Management, LLC new	Shares	+2.1K	+$210.2K	$210.2K
39	Robbins Farley added	Shares	+2.2K	+$210.0K	$2.6M
40	BankPlus Wealth Management LLC new	Shares	+2.0K	+$200.7K	$200.7K
41	JAMES INVESTMENT RESEARCH, INC. added	Shares	+2.0K	+$195.5K	$442.5K
42	Fairvoy Private Wealth, LLC added	Shares	+1.9K	+$189.7K	$681.8K
43	Echo45 Advisors LLC added	Shares	+1.8K	+$171.7K	$2.4M
44	Focus Financial Network, Inc. added	Shares	+1.7K	+$158.5K	$2.5M
45	DecisionMap Wealth Management, LLC added	Shares	+1.4K	+$138.0K	$1.1M
46	UNIQUE WEALTH, LLC added	Shares	+1.3K	+$115.0K	$4.2M
47	Montecito Bank & Trust added	Shares	+1.0K	+$102.6K	$421.4K
48	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+1.0K	+$102.1K	$889.1K
49	LifeSteps Financial, Inc. new	Shares	+996	+$99.9K	$99.9K
50	Braun-Bostich & Associates Inc. added	Shares	+951	+$87.5K	$2.3M

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