Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

3 / 3 loaded

#		Instrument	quantity
1	Bond & Devick Financial Network, Inc.	Shares	18.4KSH	$579.1K
2	CoreCap Advisors, LLC	Shares	2.4KSH	$75.0K
3	Mascoma Wealth Management LLC	Shares	276SH	$8.7K

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

3 / 3 loaded

#		Instrument
1	Bond & Devick Financial Network, Inc. added	Shares	+3.3K	+$128.6K	$579.1K
2	CoreCap Advisors, LLC added	Shares	+166	+$9.1K	$75.0K
3	Mascoma Wealth Management LLC unchanged	Shares	0	+$476	$8.7K