Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 64 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	4.9MSH	$516.1M
2	FIRST CITIZENS BANK & TRUST CO	Shares	4.5MSH	$474.7M
3	First Citizens Asset Management, Inc.	Shares	550.6KSH	$57.9M
4	Richard P Slaughter Associates Inc	Shares	513.3KSH	$54.0M
5	SVB WEALTH LLC	Shares	478.0KSH	$50.3M
6	RTD Financial Advisors, Inc.	Shares	279.9KSH	$29.4M
7	LifeWealth Investments, LLC	Shares	250.0KSH	$26.3M
8	Compton Wealth Advisory Group, LLC	Shares	239.2KSH	$25.3M
9	Horst & Graben Wealth Management LLC	Shares	133.9KSH	$14.2M
10	Legacy Advisory Services, LLC	Shares	63.6KSH	$6.7M
11	HARBOR INVESTMENT ADVISORY, LLC	Shares	50.4KSH	$5.3M
12	Fifth Third Wealth Advisors LLC	Shares	37.6KSH	$4.0M
13	SOA Wealth Advisors, LLC.	Shares	30.1KSH	$3.2M
14	Quest 10 Wealth Builders, Inc.	Shares	24.6KSH	$2.6M
15	Waldron Private Wealth LLC	Shares	21.1KSH	$2.2M
16	Farther Finance Advisors, LLC	Shares	20.0KSH	$2.1M
17	Strategic Blueprint, LLC	Shares	18.0KSH	$1.9M
18	B.O.S.S. Retirement Advisors, LLC	Shares	17.8KSH	$1.9M
19	CFS Investment Advisory Services, LLC	Shares	15.7KSH	$1.7M
20	Alpha Zero LLC	Shares	13.9KSH	$1.5M
21	Arcadia Wealth Management, LLC	Shares	14.0KSH	$1.5M
22	Decker Retirement Planning Inc.	Shares	12.5KSH	$1.3M
23	Prospera Financial Services Inc	Shares	10.3KSH	$1.1M
24	Kohmann Bosshard Financial Services, LLC	Shares	9.6KSH	$1.0M
25	Tailwinds Wealth, LLC	Shares	9.5KSH	$1.0M
26	Mason & Associates Inc	Shares	8.4KSH	$885.4K
27	COLTON GROOME FINANCIAL ADVISORS, LLC	Shares	6.4KSH	$670.3K
28	J.W. COLE ADVISORS, INC.	Shares	6.0KSH	$628.8K
29	GenWealth Group, Inc.	Shares	5.8KSH	$613.7K
30	Networth Advisors, LLC	Shares	5.6KSH	$593.9K
31	Confluence Wealth Services, Inc.	Shares	5.5KSH	$578.0K
32	MBL Wealth, LLC	Shares	4.8KSH	$504.8K
33	GRANITE ISLANDS PRIVATE WEALTH, LLC	Shares	4.3KSH	$453.5K
34	Kelly Financial Services LLC	Shares	4.1KSH	$427.2K
35	Laurel Wealth Advisors LLC	Shares	3.9KSH	$410.1K
36	Yoder Wealth Management, Inc.	Shares	3.7KSH	$393.4K
37	JFS WEALTH ADVISORS, LLC	Shares	3.7KSH	$386.6K
38	Cyndeo Wealth Partners, LLC	Shares	3.4KSH	$358.7K
39	Composition Wealth, LLC	Shares	3.3KSH	$350.9K
40	DAGCO, INC.	Shares	3.2KSH	$335.6K
41	Diversified Trust Co	Shares	3.1KSH	$323.1K
42	Heck Capital Advisors, LLC	Shares	2.9KSH	$305.3K
43	Tenzing Financial LLC	Shares	2.6KSH	$278.9K
44	Blue Trust, Inc.	Shares	2.3KSH	$240.4K
45	Synergy Asset Management, LLC	Shares	2.3KSH	$240.3K
46	Brookstone Capital Management	Shares	2.2KSH	$233.0K
47	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	2.1KSH	$221.0K
48	EASTERN BANK	Shares	1.9KSH	$200.6K
49	Key FInancial Inc	Shares	1.4KSH	$146.7K
50	CoreCap Advisors, LLC	Shares	1.4KSH	$146.2K

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

50 / 75 loaded

#		Instrument
1	First Citizens Asset Management, Inc. added	Shares	+36.9K	+$10.3M	$57.9M
2	Richard P Slaughter Associates Inc added	Shares	+24.8K	+$8.7M	$54.0M
3	SVB WEALTH LLC added	Shares	+18.0K	+$7.6M	$50.3M
4	LifeWealth Investments, LLC added	Shares	+21.4K	+$5.1M	$26.3M
5	RTD Financial Advisors, Inc. added	Shares	+9.9K	+$4.4M	$29.4M
6	Compton Wealth Advisory Group, LLC trimmed	Shares	-6.1K	+$2.5M	$25.3M
7	Farther Finance Advisors, LLC added	Shares	+12.1K	+$1.4M	$2.1M
8	Horst & Graben Wealth Management LLC added	Shares	+2.7K	+$1.3M	$14.2M
9	Tailwinds Wealth, LLC new	Shares	+9.5K	+$1.0M	$1.0M
10	Legacy Advisory Services, LLC added	Shares	+662	+$855.1K	$6.7M
11	Fifth Third Wealth Advisors LLC added	Shares	+3.4K	+$783.3K	$4.0M
12	COLTON GROOME FINANCIAL ADVISORS, LLC new	Shares	+6.4K	+$670.3K	$670.3K
13	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+76	+$636.7K	$5.3M
14	J.W. COLE ADVISORS, INC. new	Shares	+6.0K	+$628.8K	$628.8K
15	Quest 10 Wealth Builders, Inc. added	Shares	+2.6K	+$544.8K	$2.6M
16	GRANITE ISLANDS PRIVATE WEALTH, LLC new	Shares	+4.3K	+$453.5K	$453.5K
17	DAGCO, INC. new	Shares	+3.2K	+$335.6K	$335.6K
18	Tenzing Financial LLC new	Shares	+2.6K	+$278.9K	$278.9K
19	Waldron Private Wealth LLC unchanged	Shares	0	+$263.5K	$2.2M
20	Strategic Blueprint, LLC added	Shares	+116	+$236.0K	$1.9M
21	Brookstone Capital Management new	Shares	+2.2K	+$233.0K	$233.0K
22	Alpha Zero LLC unchanged	Shares	0	+$224.3K	$1.5M
23	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+2.1K	+$221.0K	$221.0K
24	SOA Wealth Advisors, LLC. trimmed	Shares	-2.0K	+$193.1K	$3.2M
25	Arcadia Wealth Management, LLC trimmed	Shares	-28	+$171.7K	$1.5M
26	Decker Retirement Planning Inc. trimmed	Shares	-173	+$139.7K	$1.3M
27	Kohmann Bosshard Financial Services, LLC added	Shares	+178	+$136.1K	$1.0M
28	Prospera Financial Services Inc unchanged	Shares	0	+$128.2K	$1.1M
29	Mason & Associates Inc unchanged	Shares	0	+$120.5K	$885.4K
30	B.O.S.S. Retirement Advisors, LLC trimmed	Shares	-1.3K	+$104.4K	$1.9M
31	GenWealth Group, Inc. unchanged	Shares	0	+$72.9K	$613.7K
32	Confluence Wealth Services, Inc. unchanged	Shares	0	+$68.6K	$578.0K
33	MBL Wealth, LLC unchanged	Shares	0	+$60.0K	$504.8K
34	Networth Advisors, LLC trimmed	Shares	-201	+$51.9K	$593.9K
35	Yoder Wealth Management, Inc. unchanged	Shares	0	+$46.7K	$393.4K
36	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$45.9K	$386.6K
37	EverSource Wealth Advisors, LLC added	Shares	+288	+$43.6K	$142.1K
38	Cyndeo Wealth Partners, LLC unchanged	Shares	0	+$42.6K	$358.7K
39	CFS Investment Advisory Services, LLC trimmed	Shares	-1.1K	+$39.1K	$1.7M
40	Diversified Trust Co unchanged	Shares	0	+$38.4K	$323.1K
41	Composition Wealth, LLC trimmed	Shares	-65	+$35.7K	$350.9K
42	IFP Advisors, Inc new	Shares	+257	+$27.0K	$27.0K
43	Blue Trust, Inc. trimmed	Shares	-86	+$20.6K	$240.4K
44	CoreCap Advisors, LLC added	Shares	+5	+$17.8K	$146.2K
45	Key FInancial Inc unchanged	Shares	0	+$17.4K	$146.7K
46	EASTERN BANK trimmed	Shares	-85	+$16.0K	$200.6K
47	Laurel Wealth Advisors LLC unchanged	Shares	0	+$13.2K	$410.1K
48	Cape Investment Advisory, Inc. new	Shares	+112	+$11.8K	$11.8K
49	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$9.7K	$81.5K
50	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$7.5K	$62.2K

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