Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	959.8KSH	$48.0M
2	Klaas Financial Asset Advisors, LLC	Shares	475.9KSH	$23.8M
3	Hennion & Walsh Asset Management, Inc.	Shares	160.2KSH	$8.0M
4	Thoma Capital Management LLC	Shares	158.9KSH	$8.0M
5	CoreCap Advisors, LLC	Shares	132.0KSH	$6.6M
6	Apollon Wealth Management, LLC	Shares	129.5KSH	$6.5M
7	Investors Research Corp	Shares	111.7KSH	$5.6M
8	Shum Financial Group, Inc.	Shares	97.8KSH	$4.9M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	92.6KSH	$4.5M
10	TITLEIST ASSET MANAGEMENT, LLC	Shares	81.9KSH	$4.1M
11	Envestnet Portfolio Solutions, Inc.	Shares	35.3KSH	$1.8M
12	INDEPENDENT FINANCIAL GROUP, LLC	Shares	25.6KSH	$1.3M
13	LexAurum Advisors, LLC	Shares	25.0KSH	$1.3M
14	Heck Capital Advisors, LLC	Shares	16.9KSH	$844.3K
15	JAMES INVESTMENT RESEARCH, INC.	Shares	16.4KSH	$821.4K
16	Wealthcare Advisory Partners LLC	Shares	16.2KSH	$813.0K
17	City Center Advisors, LLC	Shares	11.1KSH	$554.4K
18	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	10.8KSH	$540.1K
19	DAVENPORT & Co LLC	Shares	9.7KSH	$486.8K
20	Prospera Financial Services Inc	Shares	9.0KSH	$452.2K
21	ETF Portfolio Partners, Inc.	Shares	7.1KSH	$356.8K
22	Israel Discount Bank of New York	Shares	6.9KSH	$345.1K
23	Econ Financial Services Corp	Shares	6.8KSH	$340.4K
24	COLTON GROOME FINANCIAL ADVISORS, LLC	Shares	4.9KSH	$243.2K
25	Farrell Financial LLC	Shares	4.7KSH	$237.3K
26	Balefire, LLC	Shares	4.5KSH	$225.1K
27	Sound Income Strategies, LLC	Shares	4.4KSH	$221.3K
28	SAX WEALTH ADVISORS, LLC	Shares	4.3KSH	$215.3K
29	MARYLAND CAPITAL ADVISORS INC.	Shares	3.5KSH	$173.7K
30	Carolina Wealth Advisors, LLC	Shares	2.9KSH	$143.1K
31	Farther Finance Advisors, LLC	Shares	1.3KSH	$66.6K
32	Cape Investment Advisory, Inc.	Shares	1.3KSH	$64.1K
33	FINANCIAL CONSULATE, INC	Shares	982SH	$49.1K
34	Capital Investment Advisory Services, LLC	Shares	532SH	$26.6K
35	Triumph Capital Management	Shares	399SH	$20.0K
36	LANARK FINANCIAL, INC.	Shares	298SH	$14.9K
37	CITY HOLDING CO	Shares	230SH	$11.5K
38	Dogwood Wealth Management LLC	Shares	222SH	$11.1K
39	WEBSTER BANK, N. A.	Shares	200SH	$10.0K
40	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	171SH	$8.5K
41	Crews Bank & Trust	Shares	170SH	$8.5K
42	Spire Wealth Management	Shares	116SH	$5.8K
43	Princeton Global Asset Management LLC	Shares	94SH	$4.7K
44	SlateStone Wealth, LLC	Shares	52.5KSH	$2.6K
45	IFP Advisors, Inc	Shares	40SH	$2.0K
46	Noble Wealth Management PBC	Shares	25SH	$1.3K
47	Golden State Wealth Management, LLC	Shares	23SH	$1.2K
48	GAMMA Investing LLC	Shares	11SH	$550
49	SIGNATUREFD, LLC	Shares	1SH	$30

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

50 / 59 loaded

#		Instrument
1	Apollon Wealth Management, LLC added	Shares	+85.8K	+$4.3M	$6.5M
2	Thoma Capital Management LLC added	Shares	+44.5K	+$2.3M	$8.0M
3	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+35.4K	+$2.2M	$48.0M
4	Klaas Financial Asset Advisors, LLC added	Shares	+26.0K	+$1.5M	$23.8M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+26.4K	+$1.2M	$4.5M
6	DAVENPORT & Co LLC new	Shares	+9.7K	+$486.8K	$486.8K
7	Hennion & Walsh Asset Management, Inc. added	Shares	+7.5K	+$438.1K	$8.0M
8	Investors Research Corp added	Shares	+7.5K	+$417.6K	$5.6M
9	WEBSTERROGERS FINANCIAL ADVISORS, LLC added	Shares	+5.7K	+$289.7K	$540.1K
10	SAX WEALTH ADVISORS, LLC new	Shares	+4.3K	+$215.3K	$215.3K
11	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+3.6K	+$191.3K	$1.3M
12	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+2.1K	+$139.4K	$4.1M
13	Cape Investment Advisory, Inc. new	Shares	+1.3K	+$64.1K	$64.1K
14	City Center Advisors, LLC added	Shares	+1.1K	+$60.8K	$554.4K
15	LexAurum Advisors, LLC unchanged	Shares	0	+$10.3K	$1.3M
16	Econ Financial Services Corp added	Shares	+68	+$6.2K	$340.4K
17	Triumph Capital Management added	Shares	+105	+$5.4K	$20.0K
18	ETF Portfolio Partners, Inc. unchanged	Shares	0	+$2.9K	$356.8K
19	Israel Discount Bank of New York unchanged	Shares	0	+$2.8K	$345.1K
20	Dogwood Wealth Management LLC added	Shares	+23	+$1.2K	$11.1K
21	Farrell Financial LLC trimmed	Shares	-21	+$876	$237.3K
22	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$403	$49.1K
23	LANARK FINANCIAL, INC. added	Shares	+3	+$271	$14.9K
24	Capital Investment Advisory Services, LLC trimmed	Shares	-1	+$168	$26.6K
25	CITY HOLDING CO unchanged	Shares	0	+$95	$11.5K
26	WEBSTER BANK, N. A. unchanged	Shares	0	+$82	$10.0K
27	Crews Bank & Trust unchanged	Shares	0	+$70	$8.5K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$48	$8.5K
29	Princeton Global Asset Management LLC unchanged	Shares	0	+$39	$4.7K
30	Golden State Wealth Management, LLC unchanged	Shares	0	+$26	$1.2K
31	IFP Advisors, Inc unchanged	Shares	0	+$17	$2.0K
32	Noble Wealth Management PBC unchanged	Shares	0	+$10	$1.3K
33	GAMMA Investing LLC unchanged	Shares	0	+$4	$550
34	SIGNATUREFD, LLC unchanged	Shares	0	$0	$30
35	TSFG, LLC exited	Shares	-1	$0	$0
36	Scarborough Advisors, LLC exited	Shares	0	-$2	$0
37	SlateStone Wealth, LLC trimmed	Shares	-2.6K	-$109	$2.6K
38	Prospera Financial Services Inc trimmed	Shares	-87	-$668	$452.2K
39	Spire Wealth Management trimmed	Shares	-20	-$945	$5.8K
40	Vision Retirement, LLC exited	Shares	-27	-$1.3K	$0
41	DHJJ Financial Advisors, Ltd. exited	Shares	-33	-$1.6K	$0
42	Carolina Wealth Advisors, LLC trimmed	Shares	-104	-$4.0K	$143.1K
43	Balefire, LLC trimmed	Shares	-119	-$4.1K	$225.1K
44	JAMES INVESTMENT RESEARCH, INC. trimmed	Shares	-248	-$5.6K	$821.4K
45	Sound Income Strategies, LLC trimmed	Shares	-287	-$11.8K	$221.3K
46	COLTON GROOME FINANCIAL ADVISORS, LLC trimmed	Shares	-278	-$11.8K	$243.2K
47	Farther Finance Advisors, LLC trimmed	Shares	-633	-$30.6K	$66.6K
48	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-1.0K	-$35.3K	$1.8M
49	Shum Financial Group, Inc. trimmed	Shares	-1.9K	-$51.9K	$4.9M
50	Heck Capital Advisors, LLC trimmed	Shares	-1.5K	-$67.0K	$844.3K

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