Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	Morningstar Investment Management LLC	Shares	260.5KSH	$17.5M
2	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	17.1KSH	$1.2M
3	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	14.1KSH	$953.0K
4	WealthBridge Capital Management, LLC	Shares	10.6KSH	$712.4K
5	Financial Perspectives, Inc	Shares	8.8KSH	$595.8K
6	Focus Financial Network, Inc.	Shares	6.7KSH	$450.9K
7	SOA Wealth Advisors, LLC.	Shares	6.3KSH	$423.4K
8	SBI Securities Co., Ltd.	Shares	5.5KSH	$369.7K
9	Financial & Tax Architects, LLC	Shares	5.4KSH	$364.7K
10	Affiance Financial, LLC	Shares	4.8KSH	$324.1K
11	BLUEDOOR PRIVATE WEALTH, LLC	Shares	4.3KSH	$288.7K
12	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	4.2KSH	$281.2K
13	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	Shares	4.0KSH	$270.1K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.6KSH	$247.4K
15	CENTRAL VALLEY ADVISORS, LLC	Shares	3.7KSH	$246.8K
16	Intelligent Financial Strategies	Shares	3.3KSH	$222.3K
17	Slow Capital, Inc.	Shares	3.1KSH	$206.4K
18	Opus Financial Solutions LLC	Shares	3.0KSH	$203.5K
19	WETZEL INVESTMENT ADVISORS, INC.	Shares	3.0KSH	$200.4K
20	IFP Advisors, Inc	Shares	2.3KSH	$156.2K
21	Triumph Capital Management	Shares	780SH	$52.7K
22	Oakworth Capital, Inc.	Shares	400SH	$27.0K
23	Farther Finance Advisors, LLC	Shares	239SH	$16.1K
24	LANARK FINANCIAL, INC.	Shares	200SH	$13.5K
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	160SH	$10.8K
26	Rachor Investment Advisory Services, LLC	Shares	115SH	$7.8K
27	Arlington Trust Co LLC	Shares	100SH	$6.8K
28	Quaker Wealth Management, LLC	Shares	57SH	$3.9K
29	Blue Trust, Inc.	Shares	50SH	$3.4K
30	TRUST CO OF TOLEDO NA /OH/	Shares	23SH	$1.6K
31	CX Institutional	Shares	894SH	$60

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

34 / 34 loaded

#		Instrument
1	Financial & Tax Architects, LLC new	Shares	+5.4K	+$364.7K	$364.7K
2	Financial Perspectives, Inc added	Shares	+3.2K	+$218.3K	$595.8K
3	WETZEL INVESTMENT ADVISORS, INC. new	Shares	+3.0K	+$200.4K	$200.4K
4	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. added	Shares	+1.7K	+$124.6K	$1.2M
5	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+449	+$32.3K	$281.2K
6	WealthBridge Capital Management, LLC added	Shares	+300	+$25.6K	$712.4K
7	Farther Finance Advisors, LLC added	Shares	+216	+$14.6K	$16.1K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+145	+$12.7K	$247.4K
9	Focus Financial Network, Inc. added	Shares	+78	+$8.8K	$450.9K
10	Slow Capital, Inc. added	Shares	+43	+$4.5K	$206.4K
11	Triumph Capital Management added	Shares	+42	+$3.2K	$52.7K
12	Affiance Financial, LLC unchanged	Shares	0	+$2.5K	$324.1K
13	BLUEDOOR PRIVATE WEALTH, LLC unchanged	Shares	0	+$2.2K	$288.7K
14	CENTRAL VALLEY ADVISORS, LLC added	Shares	+4	+$2.2K	$246.8K
15	SILVIA MCCOLL WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$2.1K	$270.1K
16	Opus Financial Solutions LLC unchanged	Shares	0	+$1.6K	$203.5K
17	IFP Advisors, Inc unchanged	Shares	0	+$1.2K	$156.2K
18	Oakworth Capital, Inc. unchanged	Shares	0	+$208	$27.0K
19	LANARK FINANCIAL, INC. unchanged	Shares	0	+$104	$13.5K
20	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$80	$10.8K
21	Rachor Investment Advisory Services, LLC unchanged	Shares	0	+$59	$7.8K
22	Arlington Trust Co LLC unchanged	Shares	0	+$52	$6.8K
23	Quaker Wealth Management, LLC unchanged	Shares	0	+$30	$3.9K
24	Blue Trust, Inc. unchanged	Shares	0	+$26	$3.4K
25	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$12	$1.6K
26	Morningstar Investment Management LLC unchanged	Shares	0	$0	$17.5M
27	CX Institutional trimmed	Shares	-5.5K	-$368	$60
28	Intelligent Financial Strategies trimmed	Shares	-189	-$11.0K	$222.3K
29	Sound Income Strategies, LLC exited	Shares	-172	-$11.5K	$0
30	SBI Securities Co., Ltd. trimmed	Shares	-264	-$14.8K	$369.7K
31	Key FInancial Inc exited	Shares	-257	-$17.2K	$0
32	SOA Wealth Advisors, LLC. trimmed	Shares	-1.1K	-$68.9K	$423.4K
33	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-1.9K	-$122.3K	$953.0K
34	Mirae Asset Global Investments Co., Ltd. exited	Shares	-2.2K	-$147.4K	$0