Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 171 loaded

#		Instrument	quantity
1	SECURIAN ASSET MANAGEMENT, INC	Shares	702.8KSH	$64.0M
2	Armbruster Capital Management, Inc.	Shares	228.9KSH	$20.1M
3	Brookstone Capital Management	Shares	204.9KSH	$18.0M
4	Symmetry Partners, LLC	Shares	156.4KSH	$13.7M
5	Ledyard National Bank	Shares	153.0KSH	$13.4M
6	Merit Financial Group, LLC	Shares	149.0KSH	$13.1M
7	ANDERSON HOAGLAND & CO	Shares	147.8KSH	$13.0M
8	Magnus Financial Group LLC	Shares	113.0KSH	$9.9M
9	CUTLER INVESTMENT COUNSEL LLC	Shares	80.3KSH	$7.0M
10	Well Done, LLC	Shares	75.9KSH	$6.7M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	61.2KSH	$5.5M
12	ASPIRIANT, LLC	Shares	55.6KSH	$4.9M
13	TCV Trust & Wealth Management, Inc.	Shares	54.7KSH	$4.8M
14	Apella Capital, LLC	Shares	52.2KSH	$4.7M
15	Strategic Blueprint, LLC	Shares	50.2KSH	$4.4M
16	Corsicana & Co.	Shares	37.8KSH	$3.3M
17	Shore Point Advisors, LLC	Shares	37.5KSH	$3.3M
18	BridgePort Financial Solutions, LLC	Shares	34.0KSH	$3.0M
19	Physician Wealth Advisors, Inc.	Shares	32.8KSH	$2.9M
20	Prism Advisors, Inc.	Shares	30.3KSH	$2.7M
21	Three Bearings Fiduciary Advisors, Inc.	Shares	28.7KSH	$2.5M
22	Sequoia Financial Advisors, LLC	Shares	28.5KSH	$2.5M
23	D.A. DAVIDSON & CO.	Shares	27.6KSH	$2.4M
24	Brickley Wealth Management	Shares	26.9KSH	$2.4M
25	Fortune Financial Advisors, LLC	Shares	26.5KSH	$2.3M
26	J.W. COLE ADVISORS, INC.	Shares	25.3KSH	$2.2M
27	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	23.1KSH	$2.0M
28	CGN Advisors LLC	Shares	23.1KSH	$2.0M
29	Friedenthal Financial	Shares	22.0KSH	$1.9M
30	BROWN WEALTH MANAGEMENT, LLC	Shares	20.6KSH	$1.8M
31	McNaughton Wealth Management, LLC	Shares	20.5KSH	$1.8M
32	Breakwater Capital Group	Shares	19.1KSH	$1.7M
33	Focus Financial Network, Inc.	Shares	17.4KSH	$1.5M
34	Roof Eidam Maycock Peralta, LLC	Shares	16.6KSH	$1.5M
35	Foster Victor Wealth Advisors, LLC	Shares	15.8KSH	$1.4M
36	SAX WEALTH ADVISORS, LLC	Shares	14.5KSH	$1.3M
37	Foster Group, Inc.	Shares	15.0KSH	$1.3M
38	FIFTH THIRD SECURITIES, INC.	Shares	14.3KSH	$1.3M
39	Waldron Private Wealth LLC	Shares	13.5KSH	$1.2M
40	Prospera Financial Services Inc	Shares	13.5KSH	$1.2M
41	Baker Ellis Asset Management LLC	Shares	11.9KSH	$1.0M
42	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	11.6KSH	$1.0M
43	CFG Wealth Management Services, Inc.	Shares	11.0KSH	$996.6K
44	Versant Capital Management, Inc	Shares	11.2KSH	$981.8K
45	Shira Ridge Wealth Management	Shares	11.1KSH	$974.6K
46	Clark Asset Management, LLC	Shares	10.8KSH	$947.2K
47	CFS Investment Advisory Services, LLC	Shares	10.6KSH	$944.2K
48	Envestnet Portfolio Solutions, Inc.	Shares	10.0KSH	$877.3K
49	Lexington Hill Partners, LLC	Shares	9.8KSH	$861.3K
50	TOMPKINS FINANCIAL CORP	Shares	9.7KSH	$848.0K

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

50 / 180 loaded

#		Instrument
1	SAX WEALTH ADVISORS, LLC new	Shares	+14.5K	+$1.3M	$1.3M
2	Merit Financial Group, LLC added	Shares	+19.6K	+$1.2M	$13.1M
3	Symmetry Partners, LLC added	Shares	+15.9K	+$878.4K	$13.7M
4	FIFTH THIRD SECURITIES, INC. added	Shares	+8.6K	+$731.7K	$1.3M
5	MOULTON WEALTH MANAGEMENT, INC new	Shares	+7.2K	+$632.4K	$632.4K
6	Relyea Zuckerberg Hanson LLC new	Shares	+6.6K	+$575.5K	$575.5K
7	Focus Financial Network, Inc. added	Shares	+4.9K	+$381.9K	$1.5M
8	Corsicana & Co. trimmed	Shares	-220	+$352.7K	$3.3M
9	Aspect Partners, LLC added	Shares	+3.7K	+$318.2K	$463.1K
10	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.6K	+$131.5K	$376.6K
11	Cornerstone National Bank & Trust Co new	Shares	+439	+$38.3K	$38.3K
12	Veery Capital, LLC added	Shares	+497	+$32.8K	$301.5K
13	Invariant Investment Management added	Shares	+409	+$25.8K	$265.7K
14	Peak Financial Management, Inc. added	Shares	+407	+$25.0K	$292.7K
15	RAINEY & RANDALL WEALTH ADVISORS INC. added	Shares	+408	+$22.5K	$354.6K
16	CoreCap Advisors, LLC added	Shares	+244	+$20.5K	$44.0K
17	Beaird Harris Wealth Management, LLC added	Shares	+255	+$19.5K	$90.9K
18	GAMMA Investing LLC added	Shares	+82	+$7.0K	$10.8K
19	Blue Trust, Inc. new	Shares	+67	+$5.8K	$5.8K
20	LifeSteps Financial, Inc. new	Shares	+50	+$4.4K	$4.4K
21	Cape Investment Advisory, Inc. new	Shares	+37	+$3.2K	$3.2K
22	SteelPeak Wealth, LLC added	Shares	+188	+$3.1K	$336.5K
23	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+27	+$2.4K	$2.4K
24	CFG Wealth Management Services, Inc. unchanged	Shares	0	$0	$996.6K
25	Networth Advisors, LLC unchanged	Shares	0	-$4	$179
26	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$18	$438
27	APPLETON PARTNERS INC/MA trimmed	Shares	-104	-$33	$553
28	CX Institutional trimmed	Shares	-359	-$34	$38
29	PFS Partners, LLC unchanged	Shares	0	-$62	$1.5K
30	Capital Advisors, Ltd. LLC trimmed	Shares	-238	-$77	$1.3K
31	Abound Wealth Management unchanged	Shares	0	-$104	$2.5K
32	FIRST HORIZON CORP unchanged	Shares	0	-$118	$2.8K
33	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$132	$3.2K
34	Decker Retirement Planning Inc. unchanged	Shares	0	-$149	$3.6K
35	Vermillion Wealth Management, Inc. added	Shares	+2	-$165	$7.5K
36	Rosenberg Matthew Hamilton unchanged	Shares	0	-$194	$4.6K
37	RIVER'S EDGE WEALTH MANAGEMENT, LLC added	Shares	+63	-$236	$466.0K
38	HIGHLINE WEALTH PARTNERS LLC added	Shares	+3	-$270	$12.3K
39	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$271	$6.5K
40	EASTERN BANK trimmed	Shares	-3	-$325	$1.2K
41	PARK AVENUE SECURITIES LLC trimmed	Shares	-4.6K	-$453	$827
42	SALEM INVESTMENT COUNSELORS INC added	Shares	+5	-$464	$21.0K
43	Key FInancial Inc unchanged	Shares	0	-$468	$11.2K
44	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$659	$15.8K
45	FIRST COMMUNITY TRUST NA unchanged	Shares	0	-$689	$16.5K
46	Harbor Asset Planning, Inc. added	Shares	+9	-$1.0K	$44.1K
47	BFSG, LLC unchanged	Shares	0	-$1.2K	$27.7K
48	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	-$1.2K	$28.0K
49	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+27	-$1.2K	$88.1K
50	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV added	Shares	+2	-$1.2K	$32.8K

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