Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 146 loaded

#		Instrument	quantity
1	Mesirow Financial Investment Management, Inc.	Shares	142.0KSH	$13.9M
2	PATTON ALBERTSON MILLER GROUP, LLC	Shares	107.8KSH	$10.5M
3	Strategic Blueprint, LLC	Shares	59.6KSH	$5.8M
4	UNIQUE WEALTH, LLC	Shares	57.8KSH	$5.6M
5	Legacy Wealth Partners, LLC	Shares	50.8KSH	$5.0M
6	Fort Henry Capital, LLC	Shares	50.0KSH	$4.9M
7	Farther Finance Advisors, LLC	Shares	48.5KSH	$4.7M
8	SteelPeak Wealth, LLC	Shares	46.5KSH	$4.5M
9	Redhawk Wealth Advisors, Inc.	Shares	40.3KSH	$3.9M
10	Westmount Partners, LLC	Shares	38.1KSH	$3.7M
11	MARINO, STRAM & ASSOCIATES LLC	Shares	30.8KSH	$3.0M
12	Archford Capital Strategies, LLC	Shares	29.7KSH	$2.9M
13	RTD Financial Advisors, Inc.	Shares	27.5KSH	$2.7M
14	Somnio Financial Group, LLC	Shares	26.6KSH	$2.6M
15	Brookstone Capital Management	Shares	24.6KSH	$2.4M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.1KSH	$2.4M
17	Worth Asset Management, LLC	Shares	23.6KSH	$2.3M
18	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	22.5KSH	$2.2M
19	Dynamic Advisor Solutions LLC	Shares	22.0KSH	$2.1M
20	ARQ WEALTH ADVISORS, LLC	Shares	21.0KSH	$2.0M
21	Venturi Wealth Management, LLC	Shares	20.5KSH	$2.0M
22	CGN Advisors LLC	Shares	19.5KSH	$1.9M
23	Sovereign Financial Group, Inc.	Shares	16.2KSH	$1.6M
24	R2 Capital Strategies, LLC	Shares	15.9KSH	$1.6M
25	Tempus Wealth Planning, LLC	Shares	15.9KSH	$1.6M
26	WEALTHEDGE INVESTMENT ADVISORS, LLC	Shares	13.7KSH	$1.3M
27	ASPIRIANT, LLC	Shares	13.4KSH	$1.3M
28	Prentice Wealth Management LLC	Shares	12.6KSH	$1.2M
29	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	12.1KSH	$1.2M
30	ABLE Financial Group, LLC	Shares	11.8KSH	$1.2M
31	Acropolis Investment Management, LLC	Shares	11.5KSH	$1.1M
32	Diversified Trust Co	Shares	11.4KSH	$1.1M
33	WORLD EQUITY GROUP, INC.	Shares	11.0KSH	$1.1M
34	Stonebridge Financial Group, LLC	Shares	10.7KSH	$1.0M
35	Clearview Wealth Management LLC	Shares	9.9KSH	$967.8K
36	EverSource Wealth Advisors, LLC	Shares	9.9KSH	$967.5K
37	Weitzel Financial Services, Inc.	Shares	9.6KSH	$928.3K
38	GEN Financial Management, INC.	Shares	9.1KSH	$885.2K
39	TRUE Private Wealth Advisors	Shares	8.9KSH	$865.9K
40	Avior Wealth Management, LLC	Shares	8.8KSH	$863.5K
41	Saxony Capital Management, LLC	Shares	8.6KSH	$841.5K
42	Boston Standard Wealth Management, LLC	Shares	8.5KSH	$827.4K
43	Marion Wealth Management	Shares	8.5KSH	$825.1K
44	Orin Green Financial, LLC	Shares	8.4KSH	$824.2K
45	Wealthquest Corp	Shares	8.0KSH	$778.4K
46	Mountain Capital Investment Advisors Inc.	Shares	7.7KSH	$750.9K
47	AdvisorNet Financial, Inc	Shares	7.5KSH	$735.0K
48	SimpliFi, Inc.	Shares	7.5KSH	$728.7K
49	Berman McAleer LLC	Shares	7.4KSH	$719.5K
50	Merit Financial Group, LLC	Shares	7.0KSH	$683.9K

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

50 / 149 loaded

#		Instrument
1	ARQ WEALTH ADVISORS, LLC new	Shares	+21.0K	+$2.0M	$2.0M
2	Strategic Blueprint, LLC added	Shares	+13.3K	+$1.7M	$5.8M
3	Redhawk Wealth Advisors, Inc. added	Shares	+6.9K	+$982.1K	$3.9M
4	PATTON ALBERTSON MILLER GROUP, LLC trimmed	Shares	-4.3K	+$606.0K	$10.5M
5	SteelPeak Wealth, LLC added	Shares	+1.6K	+$561.6K	$4.5M
6	Legacy Wealth Partners, LLC added	Shares	+705	+$525.4K	$5.0M
7	Fort Henry Capital, LLC added	Shares	+678	+$515.5K	$4.9M
8	Archford Capital Strategies, LLC added	Shares	+1.9K	+$439.7K	$2.9M
9	First Heartland Consultants, Inc. new	Shares	+4.4K	+$431.4K	$431.4K
10	Westmount Partners, LLC added	Shares	+915	+$428.5K	$3.7M
11	Farther Finance Advisors, LLC trimmed	Shares	-42	+$411.8K	$4.7M
12	Mesirow Financial Investment Management, Inc. trimmed	Shares	-10.3K	+$380.2K	$13.9M
13	Venturi Wealth Management, LLC added	Shares	+1.4K	+$306.9K	$2.0M
14	Brookstone Capital Management added	Shares	+799	+$295.2K	$2.4M
15	Somnio Financial Group, LLC added	Shares	+517	+$288.5K	$2.6M
16	RTD Financial Advisors, Inc. added	Shares	+379	+$284.2K	$2.7M
17	MARINO, STRAM & ASSOCIATES LLC trimmed	Shares	-182	+$264.6K	$3.0M
18	Worth Asset Management, LLC added	Shares	+139	+$227.2K	$2.3M
19	Merit Financial Group, LLC added	Shares	+1.8K	+$220.2K	$683.9K
20	Calder Financial LLC new	Shares	+2.2K	+$217.6K	$217.6K
21	J.W. COLE ADVISORS, INC. new	Shares	+2.2K	+$213.4K	$213.4K
22	CENTRAL VALLEY ADVISORS, LLC new	Shares	+2.2K	+$209.9K	$209.9K
23	Sovereign Financial Group, Inc. added	Shares	+703	+$209.4K	$1.6M
24	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+2.1K	+$208.0K	$208.0K
25	Arbor Investment Advisors, LLC added	Shares	+1.8K	+$201.6K	$498.5K
26	Procyon Advisors, LLC new	Shares	+2.1K	+$201.4K	$201.4K
27	Madrona Financial Services, LLC new	Shares	+2.1K	+$201.1K	$201.1K
28	CGN Advisors LLC unchanged	Shares	0	+$177.3K	$1.9M
29	Prentice Wealth Management LLC added	Shares	+585	+$166.2K	$1.2M
30	Weitzel Financial Services, Inc. added	Shares	+879	+$151.1K	$928.3K
31	Diversified Trust Co added	Shares	+429	+$142.1K	$1.1M
32	TRUE Private Wealth Advisors added	Shares	+657	+$139.0K	$865.9K
33	ASPIRIANT, LLC added	Shares	+78	+$129.1K	$1.3M
34	SIGNATUREFD, LLC added	Shares	+1.1K	+$126.4K	$313.0K
35	ABLE Financial Group, LLC added	Shares	+181	+$123.9K	$1.2M
36	Marion Wealth Management added	Shares	+372	+$109.9K	$825.1K
37	WORLD EQUITY GROUP, INC. added	Shares	+80	+$107.2K	$1.1M
38	SimpliFi, Inc. added	Shares	+411	+$104.4K	$728.7K
39	NORTHWEST WEALTH MANAGEMENT, LLC trimmed	Shares	-88	+$102.8K	$1.2M
40	Stonebridge Financial Group, LLC trimmed	Shares	-10	+$96.7K	$1.0M
41	Vertrix Wealth Management, LLC added	Shares	+386	+$95.4K	$655.8K
42	EverSource Wealth Advisors, LLC added	Shares	+30	+$93.0K	$967.5K
43	Gallacher Capital Management LLC added	Shares	+393	+$89.7K	$587.9K
44	Orin Green Financial, LLC added	Shares	+132	+$88.6K	$824.2K
45	Well Done, LLC added	Shares	+451	+$80.3K	$433.1K
46	Tempus Wealth Planning, LLC trimmed	Shares	-752	+$78.4K	$1.6M
47	Boston Standard Wealth Management, LLC added	Shares	+50	+$77.3K	$827.4K
48	JNBA Financial Advisors added	Shares	+189	+$75.7K	$632.2K
49	UNIQUE WEALTH, LLC trimmed	Shares	-5.1K	+$74.0K	$5.6M
50	Berman McAleer LLC unchanged	Shares	0	+$67.2K	$719.5K

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