Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	201.4KSH	$26.6M
2	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	86.5KSH	$11.5M
3	Trilogy Capital Inc.	Shares	80.9KSH	$10.7M
4	Xena Financial Planning, LLC	Shares	70.4KSH	$9.3M
5	BLUESTEM FINANCIAL ADVISORS, LLC	Shares	50.1KSH	$6.7M
6	BFSG, LLC	Shares	28.4KSH	$3.8M
7	Brookstone Capital Management	Shares	23.1KSH	$3.1M
8	Omega Financial Group, LLC	Shares	18.0KSH	$2.4M
9	Bond & Devick Financial Network, Inc.	Shares	17.5KSH	$2.3M
10	CFS Investment Advisory Services, LLC	Shares	15.5KSH	$2.1M
11	Orgel Wealth Management, LLC	Shares	13.4KSH	$1.8M
12	SAX WEALTH ADVISORS, LLC	Shares	15.5KSH	$1.8M
13	Cypress Wealth Services, LLC	Shares	13.2KSH	$1.8M
14	Affinity Capital Advisors, LLC	Shares	10.6KSH	$1.4M
15	MISSION WEALTH MANAGEMENT, LP	Shares	10.4KSH	$1.4M
16	Farther Finance Advisors, LLC	Shares	8.8KSH	$1.2M
17	Sequoia Financial Advisors, LLC	Shares	8.7KSH	$1.2M
18	Friedenthal Financial	Shares	7.3KSH	$966.6K
19	Wealthcare Advisory Partners LLC	Shares	7.2KSH	$961.8K
20	Aries Wealth Management	Shares	6.1KSH	$803.3K
21	RVW Wealth, LLC	Shares	5.8KSH	$776.0K
22	PFG Investments, LLC	Shares	5.6KSH	$739.4K
23	BEACON FINANCIAL GROUP	Shares	5.4KSH	$722.6K
24	JGP Wealth Management, LLC	Shares	5.0KSH	$665.3K
25	Fragasso Financial Advisors Inc	Shares	5.0KSH	$663.2K
26	Relyea Zuckerberg Hanson LLC	Shares	4.8KSH	$633.0K
27	Merit Financial Group, LLC	Shares	4.6KSH	$604.6K
28	EverSource Wealth Advisors, LLC	Shares	4.5KSH	$601.3K
29	FIRETHORN WEALTH PARTNERS, LLC	Shares	4.1KSH	$540.6K
30	Redhawk Wealth Advisors, Inc.	Shares	3.6KSH	$480.1K
31	Madson Wealth Advisors Inc	Shares	3.5KSH	$471.3K
32	Foster Group, Inc.	Shares	3.5KSH	$461.8K
33	Strategic Blueprint, LLC	Shares	3.4KSH	$452.4K
34	Mayflower Financial Advisors, LLC	Shares	3.2KSH	$427.8K
35	MKT Advisors LLC	Shares	3.1KSH	$415.0K
36	LANDAAS & CO /WI /ADV	Shares	3.0KSH	$401.1K
37	BOS Asset Management, LLC	Shares	2.9KSH	$381.3K
38	Balance Wealth Partners LLC	Shares	2.8KSH	$367.7K
39	IFP Advisors, Inc	Shares	2.7KSH	$364.2K
40	Ridgeline Wealth, LLC	Shares	2.6KSH	$339.5K
41	MARINO, STRAM & ASSOCIATES LLC	Shares	2.5KSH	$325.4K
42	Abundance Wealth Counselors	Shares	2.4KSH	$323.7K
43	Horst & Graben Wealth Management LLC	Shares	2.2KSH	$292.0K
44	NorthCrest Asset Manangement, LLC	Shares	2.1KSH	$276.0K
45	Diversified Trust Co	Shares	1.9KSH	$252.4K
46	Wealth Enhancement Trust Services, Inc.	Shares	1.8KSH	$240.8K
47	Confluence Wealth Services, Inc.	Shares	1.8KSH	$232.6K
48	Meridian Financial Partners LLC	Shares	1.7KSH	$225.9K
49	First Pacific Financial	Shares	1.7KSH	$225.4K
50	SUMMITRY LLC	Shares	1.6KSH	$214.9K

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

50 / 65 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-799	+$3.4M	$26.6M
2	Xena Financial Planning, LLC added	Shares	+10.5K	+$2.5M	$9.3M
3	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+4.1K	+$2.1M	$11.5M
4	Trilogy Capital Inc. added	Shares	+2.8K	+$1.9M	$10.7M
5	MISSION WEALTH MANAGEMENT, LP new	Shares	+10.4K	+$1.4M	$1.4M
6	BLUESTEM FINANCIAL ADVISORS, LLC added	Shares	+858	+$1.1M	$6.7M
7	Brookstone Capital Management added	Shares	+1.5K	+$609.2K	$3.1M
8	BFSG, LLC unchanged	Shares	0	+$544.1K	$3.8M
9	Bond & Devick Financial Network, Inc. added	Shares	+1.5K	+$500.8K	$2.3M
10	Abundance Wealth Counselors new	Shares	+2.4K	+$323.7K	$323.7K
11	NorthCrest Asset Manangement, LLC new	Shares	+2.1K	+$276.0K	$276.0K
12	Omega Financial Group, LLC trimmed	Shares	-766	+$258.2K	$2.4M
13	Orgel Wealth Management, LLC trimmed	Shares	-124	+$242.8K	$1.8M
14	Confluence Wealth Services, Inc. new	Shares	+1.8K	+$232.6K	$232.6K
15	Meridian Financial Partners LLC new	Shares	+1.7K	+$225.9K	$225.9K
16	Cypress Wealth Services, LLC trimmed	Shares	-296	+$219.8K	$1.8M
17	Farther Finance Advisors, LLC added	Shares	+495	+$215.2K	$1.2M
18	SUMMITRY LLC new	Shares	+1.6K	+$214.9K	$214.9K
19	Sequoia Financial Advisors, LLC added	Shares	+209	+$190.9K	$1.2M
20	Wealthcare Advisory Partners LLC added	Shares	+13	+$140.3K	$961.8K
21	Friedenthal Financial unchanged	Shares	0	+$139.5K	$966.6K
22	RVW Wealth, LLC added	Shares	+124	+$126.1K	$776.0K
23	JGP Wealth Management, LLC added	Shares	+237	+$122.9K	$665.3K
24	Aries Wealth Management unchanged	Shares	0	+$115.9K	$803.3K
25	PFG Investments, LLC added	Shares	+2	+$107.0K	$739.4K
26	BEACON FINANCIAL GROUP unchanged	Shares	0	+$104.3K	$722.6K
27	Relyea Zuckerberg Hanson LLC added	Shares	+10	+$92.5K	$633.0K
28	GHP Investment Advisors, Inc. added	Shares	+635	+$90.4K	$126.7K
29	Fragasso Financial Advisors Inc added	Shares	+10	+$89.2K	$663.2K
30	CFS Investment Advisory Services, LLC trimmed	Shares	-240	+$87.3K	$2.1M
31	EverSource Wealth Advisors, LLC trimmed	Shares	-3	+$86.4K	$601.3K
32	FIRETHORN WEALTH PARTNERS, LLC trimmed	Shares	-66	+$70.5K	$540.6K
33	Redhawk Wealth Advisors, Inc. added	Shares	+8	+$70.2K	$480.1K
34	Strategic Blueprint, LLC unchanged	Shares	0	+$65.3K	$452.4K
35	Foster Group, Inc. trimmed	Shares	-31	+$63.2K	$461.8K
36	Mayflower Financial Advisors, LLC unchanged	Shares	0	+$61.7K	$427.8K
37	LANDAAS & CO /WI /ADV unchanged	Shares	0	+$57.9K	$401.1K
38	MKT Advisors LLC unchanged	Shares	0	+$55.1K	$415.0K
39	BOS Asset Management, LLC unchanged	Shares	0	+$55.0K	$381.3K
40	IFP Advisors, Inc unchanged	Shares	0	+$52.5K	$364.2K
41	Ridgeline Wealth, LLC trimmed	Shares	-1	+$48.9K	$339.5K
42	MARINO, STRAM & ASSOCIATES LLC unchanged	Shares	0	+$47.0K	$325.4K
43	Madson Wealth Advisors Inc trimmed	Shares	-242	+$40.5K	$471.3K
44	SIGNATUREFD, LLC new	Shares	+285	+$37.8K	$37.8K
45	Diversified Trust Co unchanged	Shares	0	+$36.4K	$252.4K
46	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	+$34.8K	$240.8K
47	First Pacific Financial added	Shares	+4	+$32.9K	$225.4K
48	Affinity Capital Advisors, LLC trimmed	Shares	-1.5K	+$32.3K	$1.4M
49	Keystone Financial Group, Inc. unchanged	Shares	0	+$20.2K	$139.9K
50	Horst & Graben Wealth Management LLC trimmed	Shares	-2	+$13.6K	$292.0K

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