Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 167 loaded

#		Instrument	quantity
1	Mirae Asset Global Investments Co., Ltd.	Shares	186.3KSH	$26.9M
2	Rathbones Group PLC	Shares	112.5KSH	$16.3M
3	JOHNSON INVESTMENT COUNSEL INC	Shares	111.1KSH	$16.1M
4	Nicholson Meyer Capital Management, Inc.	Shares	72.3KSH	$10.4M
5	Shira Ridge Wealth Management	Shares	69.3KSH	$10.0M
6	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	69.2KSH	$10.0M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	67.7KSH	$9.0M
8	COURIER CAPITAL LLC	Shares	46.8KSH	$6.8M
9	EQ LLC	Shares	30.5KSH	$4.4M
10	DECISION INVESTMENTS, INC	Shares	30.3KSH	$4.4M
11	PFG Advisors	Shares	27.9KSH	$4.0M
12	Wealthcare Advisory Partners LLC	Shares	22.3KSH	$3.2M
13	Marotta Asset Management	Shares	22.8KSH	$3.2M
14	Slow Capital, Inc.	Shares	21.8KSH	$3.2M
15	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	Shares	21.8KSH	$3.1M
16	Shum Financial Group, Inc.	Shares	18.5KSH	$2.7M
17	Columbus Macro, LLC	Shares	18.1KSH	$2.6M
18	GREENLEAF TRUST	Shares	17.0KSH	$2.5M
19	Sharkey, Howes & Javer	Shares	16.9KSH	$2.4M
20	Clarus Wealth Advisors	Shares	17.6KSH	$2.4M
21	Farther Finance Advisors, LLC	Shares	16.7KSH	$2.4M
22	Balance Wealth Partners LLC	Shares	15.9KSH	$2.3M
23	FULCRUM WEALTH ADVISORS, LLC	Shares	15.6KSH	$2.2M
24	MARINO, STRAM & ASSOCIATES LLC	Shares	15.2KSH	$2.2M
25	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	15.0KSH	$2.2M
26	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	14.9KSH	$2.1M
27	FORTE ASSET MANAGEMENT LLC	Shares	14.6KSH	$2.1M
28	SHEETS SMITH WEALTH MANAGEMENT	Shares	13.8KSH	$2.0M
29	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	13.8KSH	$2.0M
30	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	13.7KSH	$2.0M
31	SALEM INVESTMENT COUNSELORS INC	Shares	13.5KSH	$2.0M
32	Accurate Wealth Management, LLC	Shares	13.8KSH	$1.9M
33	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	13.3KSH	$1.9M
34	Oxinas Partners, LLC	Shares	12.3KSH	$1.8M
35	Avidian Wealth Enterprises, LLC	Shares	12.2KSH	$1.8M
36	James Hambro & Partners LLP	Shares	12.1KSH	$1.7M
37	Apollon Wealth Management, LLC	Shares	10.9KSH	$1.6M
38	J.W. COLE ADVISORS, INC.	Shares	10.3KSH	$1.5M
39	Brookstone Capital Management	Shares	9.9KSH	$1.4M
40	INDEPENDENT FINANCIAL GROUP, LLC	Shares	9.8KSH	$1.4M
41	Composition Wealth, LLC	Shares	9.5KSH	$1.4M
42	Dynamic Advisor Solutions LLC	Shares	9.4KSH	$1.4M
43	Cypress Wealth Services, LLC	Shares	9.4KSH	$1.4M
44	Pictet North America Advisors SA	Shares	9.1KSH	$1.3M
45	Merit Financial Group, LLC	Shares	9.0KSH	$1.3M
46	Mayflower Financial Advisors, LLC	Shares	8.6KSH	$1.2M
47	Montecito Bank & Trust	Shares	8.1KSH	$1.2M
48	Asempa Wealth Advisors	Shares	8.1KSH	$1.2M
49	Ironwood Financial, llc	Shares	8.3KSH	$1.1M
50	CENTRAL VALLEY ADVISORS, LLC	Shares	7.7KSH	$1.1M

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

50 / 172 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. new	Shares	+186.3K	+$26.9M	$26.9M
2	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-226	+$4.9M	$16.1M
3	Shira Ridge Wealth Management trimmed	Shares	-1.2K	+$3.0M	$10.0M
4	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-2.2K	+$2.9M	$10.0M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-684	+$2.5M	$9.0M
6	FULCRUM WEALTH ADVISORS, LLC new	Shares	+15.6K	+$2.2M	$2.2M
7	Nicholson Meyer Capital Management, Inc. trimmed	Shares	-11.2K	+$2.1M	$10.4M
8	COURIER CAPITAL LLC trimmed	Shares	-360	+$2.0M	$6.8M
9	PFG Advisors added	Shares	+7.4K	+$2.0M	$4.0M
10	J.W. COLE ADVISORS, INC. new	Shares	+10.3K	+$1.5M	$1.5M
11	DECISION INVESTMENTS, INC added	Shares	+70	+$1.4M	$4.4M
12	EQ LLC trimmed	Shares	-858	+$1.3M	$4.4M
13	Wealthcare Advisory Partners LLC added	Shares	+281	+$1.0M	$3.2M
14	SILVIA MCCOLL WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$970.3K	$3.1M
15	Marotta Asset Management trimmed	Shares	-407	+$828.8K	$3.2M
16	Shum Financial Group, Inc. trimmed	Shares	-362	+$788.6K	$2.7M
17	Columbus Macro, LLC trimmed	Shares	-203	+$787.0K	$2.6M
18	Farther Finance Advisors, LLC added	Shares	+661	+$782.0K	$2.4M
19	GREENLEAF TRUST unchanged	Shares	0	+$756.0K	$2.5M
20	Accurate Wealth Management, LLC added	Shares	+2.8K	+$752.5K	$1.9M
21	Balance Wealth Partners LLC added	Shares	+1	+$708.8K	$2.3M
22	MARINO, STRAM & ASSOCIATES LLC trimmed	Shares	-19	+$673.3K	$2.2M
23	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed	Shares	-57	+$663.5K	$2.2M
24	BRANDYWINE OAK PRIVATE WEALTH LLC unchanged	Shares	0	+$662.0K	$2.1M
25	FORTE ASSET MANAGEMENT LLC unchanged	Shares	0	+$649.4K	$2.1M
26	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+489	+$638.9K	$1.9M
27	CALIBER WEALTH MANAGEMENT, LLC / KS unchanged	Shares	0	+$615.3K	$2.0M
28	HBW ADVISORY SERVICES LLC new	Shares	+4.2K	+$611.0K	$611.0K
29	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$602.5K	$2.0M
30	Dynamic Advisor Solutions LLC added	Shares	+1.6K	+$582.0K	$1.4M
31	Brookstone Capital Management added	Shares	+1.3K	+$570.5K	$1.4M
32	Mayflower Financial Advisors, LLC added	Shares	+1.9K	+$566.5K	$1.2M
33	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed	Shares	-440	+$564.6K	$2.0M
34	Sequoia Financial Advisors, LLC added	Shares	+2.4K	+$513.7K	$898.2K
35	Avidian Wealth Enterprises, LLC trimmed	Shares	-305	+$510.7K	$1.8M
36	Oxinas Partners, LLC trimmed	Shares	-441	+$505.3K	$1.8M
37	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-1.2K	+$498.1K	$2.0M
38	Apollon Wealth Management, LLC trimmed	Shares	-73	+$479.7K	$1.6M
39	SBI Securities Co., Ltd. added	Shares	+1.6K	+$473.3K	$1.0M
40	Secure Asset Management, LLC new	Shares	+3.3K	+$472.6K	$472.6K
41	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+13	+$439.4K	$1.4M
42	Slow Capital, Inc. trimmed	Shares	-5.4K	+$433.8K	$3.2M
43	First Heartland Consultants, Inc. new	Shares	+3.0K	+$426.2K	$426.2K
44	Composition Wealth, LLC added	Shares	+3	+$421.2K	$1.4M
45	Cypress Wealth Services, LLC trimmed	Shares	-76	+$411.9K	$1.4M
46	James Hambro & Partners LLP trimmed	Shares	-1.3K	+$406.4K	$1.7M
47	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+1.7K	+$396.9K	$740.2K
48	B. Riley Wealth Advisors, Inc. added	Shares	+272	+$371.0K	$1.1M
49	Montecito Bank & Trust added	Shares	+60	+$367.7K	$1.2M
50	Sharkey, Howes & Javer trimmed	Shares	-3.9K	+$363.3K	$2.4M

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