Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 139 loaded

#		Instrument	quantity
1	HM PAYSON & CO	Shares	4.2MSH	$101.4M
2	Gratus Wealth Advisors, LLC	Shares	1.5MSH	$37.0M
3	HOWLAND CAPITAL MANAGEMENT LLC	Shares	1.5MSH	$36.2M
4	RVW Wealth, LLC	Shares	1.2MSH	$28.2M
5	Mesirow Financial Investment Management, Inc.	Shares	872.3KSH	$21.1M
6	BENJAMIN EDWARDS INC	Shares	838.9KSH	$20.3M
7	REBALANCE, LLC	Shares	712.0KSH	$17.3M
8	Strid Group, LLC	Shares	538.9KSH	$13.1M
9	IFP Advisors, Inc	Shares	495.1KSH	$12.0M
10	ARCADIA INVESTMENT ADVISORS LLC	Shares	409.5KSH	$9.9M
11	Composition Wealth, LLC	Shares	392.4KSH	$9.5M
12	SAX WEALTH ADVISORS, LLC	Shares	367.7KSH	$8.9M
13	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	351.4KSH	$8.5M
14	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	341.3KSH	$8.3M
15	Kesler, Norman & Wride, LLC	Shares	326.0KSH	$7.9M
16	Merit Financial Group, LLC	Shares	323.7KSH	$7.8M
17	InvesTrust	Shares	317.3KSH	$7.7M
18	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	Principal	249.9KPRN	$6.1M
19	Laurel Wealth Advisors LLC	Shares	236.0KSH	$5.7M
20	Delta Wealth Advisors LLC	Shares	229.2KSH	$5.6M
21	Prospera Financial Services Inc	Principal	225.8KPRN	$5.5M
22	Crews Bank & Trust	Shares	211.9KSH	$5.1M
23	Sowell Financial Services LLC	Shares	209.4KSH	$5.1M
24	Praetorian Wealth Management, Inc.	Shares	209.3KSH	$5.1M
25	Winthrop Partners - WNY, LLC	Shares	205.1KSH	$5.0M
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	197.1KSH	$4.8M
27	Quantum Financial Advisors, LLC	Shares	185.6KSH	$4.5M
28	Ironwood Financial, llc	Shares	178.3KSH	$4.3M
29	McGlone Suttner Wealth Management, Inc.	Shares	166.8KSH	$4.0M
30	Evergreen Private Wealth LLC	Shares	156.0KSH	$3.8M
31	IRON Financial LLC	Shares	149.3KSH	$3.6M
32	PRECEDENT WEALTH PARTNERS, LLC	Shares	147.9KSH	$3.6M
33	SONATA CAPITAL GROUP INC	Shares	138.8KSH	$3.4M
34	High Note Wealth, LLC	Shares	117.8KSH	$2.9M
35	Penobscot Investment Management Company, Inc.	Shares	113.6KSH	$2.8M
36	RIVERCHASE WEALTH MANAGEMENT, LLC	Shares	108.6KSH	$2.6M
37	BRIGHTON SECURITIES CORP.	Shares	108.4KSH	$2.6M
38	HARBOR INVESTMENT ADVISORY, LLC	Shares	104.7KSH	$2.5M
39	Beaumont Asset Management, L.L.C.	Shares	104.5KSH	$2.5M
40	Sequoia Financial Advisors, LLC	Shares	88.2KSH	$2.1M
41	Breachway Investments LLC	Shares	88.2KSH	$2.1M
42	Klaas Financial Asset Advisors, LLC	Shares	85.7KSH	$2.1M
43	Commonwealth Financial Services, LLC	Shares	83.4KSH	$2.0M
44	Chesley Taft & Associates LLC	Shares	80.6KSH	$2.0M
45	Montecito Bank & Trust	Shares	79.9KSH	$1.9M
46	DAVENPORT & Co LLC	Shares	77.3KSH	$1.9M
47	CARY STREET PARTNERS FINANCIAL LLC	Shares	73.6KSH	$1.8M
48	Sightline Wealth Advisors, LLC	Shares	72.4KSH	$1.8M
49	Conrad Siegel Investment Advisors, Inc.	Shares	70.3KSH	$1.7M
50	Cornell Pochily Investment Advisors, Inc.	Shares	68.8KSH	$1.7M

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

50 / 153 loaded

#		Instrument
1	VIRGINIA WEALTH MANAGEMENT GROUP, INC. new	Principal	+249.9K	+$6.1M	$6.1M
2	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+168.0K	+$4.1M	$36.2M
3	COLTON GROOME FINANCIAL ADVISORS, LLC new	Shares	+60.5K	+$1.5M	$1.5M
4	High Note Wealth, LLC added	Shares	+56.3K	+$1.4M	$2.9M
5	Windsor Capital Management, LLC new	Shares	+46.5K	+$1.1M	$1.1M
6	Prospera Financial Services Inc added	Principal	+35.5K	+$857.8K	$5.5M
7	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+31.6K	+$761.6K	$8.3M
8	Gratus Wealth Advisors, LLC added	Shares	+31.4K	+$746.0K	$37.0M
9	BENJAMIN EDWARDS INC added	Shares	+29.3K	+$702.8K	$20.3M
10	DAVENPORT & Co LLC added	Shares	+24.7K	+$597.2K	$1.9M
11	RVW Wealth, LLC added	Shares	+24.5K	+$583.3K	$28.2M
12	Kastel Capital Advisors, LLC added	Shares	+19.2K	+$466.5K	$1.0M
13	Merit Financial Group, LLC added	Shares	+17.4K	+$419.7K	$7.8M
14	ARCADIA INVESTMENT ADVISORS LLC added	Shares	+14.2K	+$339.1K	$9.9M
15	IFP Advisors, Inc added	Shares	+13.9K	+$332.0K	$12.0M
16	Trust Point Inc. added	Shares	+11.9K	+$288.5K	$519.6K
17	SIGNATUREFD, LLC added	Shares	+11.4K	+$276.0K	$905.0K
18	MIDLAND WEALTH ADVISORS, LLC new	Shares	+11.0K	+$267.2K	$267.2K
19	Delta Wealth Advisors LLC added	Shares	+9.8K	+$234.7K	$5.6M
20	Farther Finance Advisors, LLC added	Shares	+9.2K	+$225.7K	$796.7K
21	Evergreen Private Wealth LLC added	Shares	+7.3K	+$175.5K	$3.8M
22	Composition Wealth, LLC added	Shares	+7.2K	+$171.7K	$9.5M
23	SMI Advisory Services, LLC added	Shares	+6.8K	+$164.7K	$958.9K
24	SAX WEALTH ADVISORS, LLC added	Shares	+6.4K	+$158.2K	$8.9M
25	Penobscot Investment Management Company, Inc. added	Shares	+5.9K	+$143.0K	$2.8M
26	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+5.2K	+$123.9K	$3.6M
27	Walser Wealth Management Company, A Ltd Liability Co added	Shares	+4.6K	+$110.6K	$692.2K
28	DecisionMap Wealth Management, LLC added	Shares	+4.5K	+$109.7K	$779.8K
29	TOMPKINS FINANCIAL CORP new	Shares	+4.1K	+$100.0K	$100.0K
30	Strategic Blueprint, LLC added	Shares	+4.1K	+$100.0K	$509.7K
31	BRIGHTON SECURITIES CORP. added	Shares	+4.1K	+$98.3K	$2.6M
32	RIVERCHASE WEALTH MANAGEMENT, LLC added	Shares	+3.4K	+$82.0K	$2.6M
33	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+2.9K	+$68.1K	$2.5M
34	Capital Investment Advisory Services, LLC new	Shares	+2.1K	+$50.2K	$50.2K
35	Montecito Bank & Trust added	Shares	+1.9K	+$46.1K	$1.9M
36	Avidian Wealth Enterprises, LLC added	Shares	+1.9K	+$45.6K	$393.6K
37	Wealth Advisory Solutions, LLC added	Shares	+1.3K	+$30.9K	$864.4K
38	Fairway Wealth LLC new	Shares	+1.2K	+$28.0K	$28.0K
39	Brookstone Capital Management added	Shares	+1.2K	+$27.7K	$779.9K
40	Klaas Financial Asset Advisors, LLC added	Shares	+1.1K	+$25.9K	$2.1M
41	Yoder Wealth Management, Inc. added	Shares	+900	+$21.7K	$335.6K
42	Conrad Siegel Investment Advisors, Inc. added	Shares	+199	+$4.1K	$1.7M
43	Walleye Partners, LLC added	Shares	+150	+$3.5K	$365.2K
44	Financial Advisory Corp added	Shares	+141	+$3.3K	$345.3K
45	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+135	+$3.3K	$3.3K
46	Johnson Bixby & Associates, LLC added	Shares	+139	+$2.9K	$1.2M
47	NOVEM GROUP added	Shares	+95	+$2.2K	$231.9K
48	Mayflower Financial Advisors, LLC added	Shares	+83	+$1.5K	$1.3M
49	Robbins Farley added	Shares	+32	+$759	$39.1K
50	BURKETT FINANCIAL SERVICES, LLC added	Shares	+24	+$549	$57.8K

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