Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 67 loaded

#		Instrument	quantity
1	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	Shares	245.7KSH	$20.8M
2	Envestnet Portfolio Solutions, Inc.	Shares	214.6KSH	$18.2M
3	Accredited Investors Inc.	Shares	101.7KSH	$8.6M
4	Apella Capital, LLC	Shares	75.7KSH	$6.3M
5	Decker Retirement Planning Inc.	Shares	39.4KSH	$3.3M
6	ALBION FINANCIAL GROUP /UT	Shares	38.7KSH	$3.3M
7	Archer Investment Management, LLC	Shares	21.6KSH	$1.8M
8	WARNER FINANCIAL, INC	Shares	20.0KSH	$1.7M
9	Shotwell Rutter Baer Inc	Shares	19.6KSH	$1.7M
10	First Pacific Financial	Shares	18.8KSH	$1.6M
11	Merit Financial Group, LLC	Shares	18.2KSH	$1.5M
12	Plancorp, LLC	Shares	18.1KSH	$1.5M
13	Revolve Wealth Partners, LLC	Shares	17.7KSH	$1.5M
14	Farther Finance Advisors, LLC	Shares	16.3KSH	$1.4M
15	Horst & Graben Wealth Management LLC	Shares	16.1KSH	$1.3M
16	Sharkey, Howes & Javer	Shares	13.9KSH	$1.2M
17	VERITY Wealth Advisors	Shares	13.4KSH	$1.1M
18	Diversified Trust Co	Shares	12.3KSH	$1.0M
19	SigFig Wealth Management, LLC	Shares	11.9KSH	$996.1K
20	Magnus Financial Group LLC	Shares	10.7KSH	$901.2K
21	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	9.2KSH	$774.5K
22	Skyline Advisors, Inc.	Shares	8.6KSH	$730.2K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.1KSH	$687.6K
24	Klaas Financial Asset Advisors, LLC	Shares	7.8KSH	$656.3K
25	Leonard Rickey Investment Advisors P.L.L.C.	Shares	7.7KSH	$652.7K
26	Stewardship Advisors, LLC	Shares	7.2KSH	$606.0K
27	RFG Advisory, LLC	Shares	7.1KSH	$604.4K
28	Golden State Wealth Management, LLC	Shares	6.8KSH	$575.4K
29	Pathway Financial Advisors LLC	Shares	6.6KSH	$554.3K
30	Central Pacific Bank - Trust Division	Shares	5.9KSH	$495.2K
31	MISSION WEALTH MANAGEMENT, LP	Shares	4.7KSH	$398.9K
32	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	4.3KSH	$363.2K
33	National Wealth Management Group, LLC	Shares	4.3KSH	$362.3K
34	CoreCap Advisors, LLC	Shares	4.2KSH	$358.6K
35	EverSource Wealth Advisors, LLC	Shares	4.2KSH	$356.7K
36	Brookstone Capital Management	Shares	4.2KSH	$356.5K
37	Optas, LLC	Shares	4.1KSH	$348.5K
38	Hoxton Planning & Management, LLC	Shares	4.1KSH	$347.5K
39	Composition Wealth, LLC	Shares	4.1KSH	$345.0K
40	KWB Wealth	Shares	4.0KSH	$338.6K
41	FLAGSHIP HARBOR ADVISORS, LLC	Shares	3.8KSH	$321.3K
42	Human Investing LLC	Shares	3.6KSH	$305.1K
43	Sage Financial Management Group, Inc.	Shares	3.5KSH	$296.8K
44	LIFELONG WEALTH ADVISORS, INC.	Shares	3.5KSH	$294.4K
45	SOA Wealth Advisors, LLC.	Shares	3.4KSH	$290.5K
46	RCS Financial Planning, LLC	Shares	3.3KSH	$281.0K
47	OLD SECOND NATIONAL BANK OF AURORA	Shares	3.3KSH	$277.5K
48	PFG Investments, LLC	Shares	3.2KSH	$274.7K
49	Sterling Investment Counsel, LLC	Shares	2.6KSH	$215.9K
50	COLTON GROOME FINANCIAL ADVISORS, LLC	Shares	2.5KSH	$210.2K

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

50 / 70 loaded

#		Instrument
1	SBE LLC DBA CEDAR COVE WEALTH PARTNERS added	Shares	+8.4K	+$2.9M	$20.8M
2	Accredited Investors Inc. added	Shares	+17.1K	+$2.2M	$8.6M
3	Envestnet Portfolio Solutions, Inc. added	Shares	+2.3K	+$2.1M	$18.2M
4	Decker Retirement Planning Inc. added	Shares	+5.2K	+$751.8K	$3.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+8.1K	+$687.6K	$687.6K
6	MISSION WEALTH MANAGEMENT, LP new	Shares	+4.7K	+$398.9K	$398.9K
7	ALBION FINANCIAL GROUP /UT added	Shares	+168	+$366.4K	$3.3M
8	KWB Wealth new	Shares	+4.0K	+$338.6K	$338.6K
9	Farther Finance Advisors, LLC added	Shares	+2.2K	+$300.5K	$1.4M
10	Merit Financial Group, LLC added	Shares	+1.7K	+$296.3K	$1.5M
11	LIFELONG WEALTH ADVISORS, INC. new	Shares	+3.5K	+$294.4K	$294.4K
12	WARNER FINANCIAL, INC added	Shares	+1.4K	+$292.6K	$1.7M
13	Sterling Investment Counsel, LLC new	Shares	+2.6K	+$215.9K	$215.9K
14	COLTON GROOME FINANCIAL ADVISORS, LLC new	Shares	+2.5K	+$210.2K	$210.2K
15	Focus Financial Network, Inc. new	Shares	+2.4K	+$202.4K	$202.4K
16	MBE Wealth Management, LLC new	Shares	+2.4K	+$201.9K	$201.9K
17	Shotwell Rutter Baer Inc trimmed	Shares	-23	+$178.0K	$1.7M
18	First Pacific Financial trimmed	Shares	-471	+$136.7K	$1.6M
19	VERITY Wealth Advisors added	Shares	+92	+$129.8K	$1.1M
20	Revolve Wealth Partners, LLC trimmed	Shares	-483	+$125.1K	$1.5M
21	Golden State Wealth Management, LLC added	Shares	+784	+$121.4K	$575.4K
22	Apella Capital, LLC trimmed	Shares	-61	+$113.9K	$6.3M
23	Diversified Trust Co unchanged	Shares	0	+$112.3K	$1.0M
24	SigFig Wealth Management, LLC added	Shares	+88	+$107.2K	$996.1K
25	Magnus Financial Group LLC added	Shares	+128	+$107.1K	$901.2K
26	Pathway Financial Advisors LLC added	Shares	+653	+$103.4K	$554.3K
27	GGM Financial LLC new	Shares	+1.1K	+$94.2K	$94.2K
28	EverSource Wealth Advisors, LLC added	Shares	+719	+$92.8K	$356.7K
29	Hoxton Planning & Management, LLC added	Shares	+719	+$91.8K	$347.5K
30	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management unchanged	Shares	0	+$83.8K	$774.5K
31	Horst & Graben Wealth Management LLC added	Shares	+320	+$81.9K	$1.3M
32	Sharkey, Howes & Javer trimmed	Shares	-704	+$74.1K	$1.2M
33	Stewardship Advisors, LLC added	Shares	+50	+$69.3K	$606.0K
34	Klaas Financial Asset Advisors, LLC trimmed	Shares	-66	+$66.0K	$656.3K
35	Plancorp, LLC trimmed	Shares	-105	+$65.0K	$1.5M
36	Central Pacific Bank - Trust Division unchanged	Shares	0	+$53.6K	$495.2K
37	Archer Investment Management, LLC trimmed	Shares	-1.9K	+$53.2K	$1.8M
38	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+363	+$51.0K	$363.2K
39	CoreCap Advisors, LLC added	Shares	+114	+$45.3K	$358.6K
40	Composition Wealth, LLC trimmed	Shares	-27	+$35.3K	$345.0K
41	Brookstone Capital Management trimmed	Shares	-48	+$34.9K	$356.5K
42	National Wealth Management Group, LLC trimmed	Shares	-76	+$33.5K	$362.3K
43	Human Investing LLC trimmed	Shares	-1	+$32.9K	$305.1K
44	SOA Wealth Advisors, LLC. added	Shares	+5	+$31.8K	$290.5K
45	Leonard Rickey Investment Advisors P.L.L.C. trimmed	Shares	-517	+$31.6K	$652.7K
46	OLD SECOND NATIONAL BANK OF AURORA unchanged	Shares	0	+$30.0K	$277.5K
47	RFG Advisory, LLC trimmed	Shares	-504	+$27.3K	$604.4K
48	RCS Financial Planning, LLC trimmed	Shares	-74	+$24.8K	$281.0K
49	Physician Wealth Advisors, Inc. added	Shares	+83	+$22.6K	$151.0K
50	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-172	+$21.8K	$321.3K

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