Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 128 loaded

#		Instrument	quantity
1	Annex Advisory Services, LLC	Shares	680.1KSH	$33.6M
2	REDSTONE WEALTH MANAGEMENT, LLC	Shares	233.3KSH	$11.5M
3	ARKANSAS FINANCIAL GROUP, INC.	Shares	200.3KSH	$9.9M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	184.6KSH	$9.5M
5	CUMBERLAND ADVISORS INC	Shares	131.5KSH	$6.5M
6	Cannon Advisors, Inc.	Shares	114.1KSH	$5.6M
7	Segment Wealth Management, LLC	Shares	58.8KSH	$2.9M
8	FIRST INTERSTATE BANK	Shares	50.6KSH	$2.5M
9	B. Riley Wealth Advisors, Inc.	Shares	44.3KSH	$2.2M
10	First American Bank	Shares	43.9KSH	$2.2M
11	Certified Advisory Corp	Shares	42.4KSH	$2.1M
12	Apollon Financial, LLC	Shares	38.0KSH	$1.9M
13	QUATTRO FINANCIAL ADVISORS LLC	Shares	33.1KSH	$1.6M
14	TCP Asset Management, LLC	Shares	32.7KSH	$1.6M
15	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	30.4KSH	$1.5M
16	MEITAV INVESTMENT HOUSE LTD	Shares	27.2KSH	$1.3M
17	PFG Investments, LLC	Shares	25.9KSH	$1.3M
18	Dynamic Advisor Solutions LLC	Shares	24.3KSH	$1.2M
19	Darwin Wealth Management, LLC	Shares	24.3KSH	$1.2M
20	High Point Wealth Management, LLC	Shares	23.2KSH	$1.1M
21	J.W. COLE ADVISORS, INC.	Shares	22.9KSH	$1.1M
22	Farther Finance Advisors, LLC	Shares	22.5KSH	$1.1M
23	Triangle Securities Wealth Management	Shares	21.6KSH	$1.1M
24	Live Oak Private Wealth LLC	Shares	21.6KSH	$1.1M
25	Cornerstone Wealth Management, LLC	Shares	20.9KSH	$1.0M
26	MERIDIAN INVESTMENT COUNSEL INC.	Shares	20.6KSH	$1.0M
27	Montecito Bank & Trust	Shares	20.6KSH	$1.0M
28	Composition Wealth, LLC	Shares	19.5KSH	$963.0K
29	Apollon Wealth Management, LLC	Shares	17.3KSH	$852.7K
30	Sequoia Financial Advisors, LLC	Shares	17.1KSH	$847.1K
31	Wisconsin Wealth Advisors, LLC	Shares	15.7KSH	$773.6K
32	Brookstone Capital Management	Shares	15.4KSH	$760.9K
33	LANARK FINANCIAL, INC.	Shares	12.6KSH	$623.1K
34	AAFMAA Wealth Management & Trust LLC	Shares	12.2KSH	$602.1K
35	LRI Investments, LLC	Shares	11.2KSH	$555.4K
36	Phraction Management LLC	Shares	11.1KSH	$548.0K
37	SAX WEALTH ADVISORS, LLC	Shares	10.1KSH	$537.9K
38	CARY STREET PARTNERS FINANCIAL LLC	Shares	10.2KSH	$505.7K
39	Merit Financial Group, LLC	Shares	9.1KSH	$452.0K
40	Sage Capital Management, LLC	Shares	8.9KSH	$438.4K
41	Sowell Financial Services LLC	Shares	8.6KSH	$423.2K
42	Physician Wealth Advisors, Inc.	Shares	8.5KSH	$418.4K
43	NWAM LLC	Shares	8.2KSH	$402.9K
44	Wedmont Private Capital	Shares	7.8KSH	$402.0K
45	Vision Retirement, LLC	Shares	8.1KSH	$397.8K
46	D.A. DAVIDSON & CO.	Shares	7.5KSH	$371.5K
47	HARBOR INVESTMENT ADVISORY, LLC	Shares	7.3KSH	$361.1K
48	Balance Wealth Partners LLC	Shares	7.3KSH	$360.9K
49	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	7.3KSH	$360.1K
50	Advantage Trust Co	Shares	7.1KSH	$352.8K

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

50 / 150 loaded

#		Instrument
1	Annex Advisory Services, LLC new	Shares	+680.1K	+$33.6M	$33.6M
2	Cannon Advisors, Inc. new	Shares	+114.1K	+$5.6M	$5.6M
3	REDSTONE WEALTH MANAGEMENT, LLC added	Shares	+92.3K	+$4.0M	$11.5M
4	First American Bank new	Shares	+43.9K	+$2.2M	$2.2M
5	QUATTRO FINANCIAL ADVISORS LLC new	Shares	+33.1K	+$1.6M	$1.6M
6	MEITAV INVESTMENT HOUSE LTD new	Shares	+27.2K	+$1.3M	$1.3M
7	J.W. COLE ADVISORS, INC. new	Shares	+22.9K	+$1.1M	$1.1M
8	Triangle Securities Wealth Management added	Shares	+8.6K	+$427.0K	$1.1M
9	Advantage Trust Co new	Shares	+7.1K	+$352.8K	$352.8K
10	Nautilus Advisors LLC new	Shares	+6.5K	+$336.3K	$336.3K
11	PFG Advisors new	Shares	+5.2K	+$258.6K	$258.6K
12	Flaharty Asset Management, LLC new	Shares	+4.7K	+$244.3K	$244.3K
13	LANARK FINANCIAL, INC. added	Shares	+5.2K	+$227.7K	$623.1K
14	SeaCrest Wealth Management, LLC new	Shares	+4.1K	+$203.1K	$203.1K
15	Security National Bank new	Shares	+2.7K	+$135.2K	$135.2K
16	Composition Wealth, LLC added	Shares	+3.1K	+$86.9K	$963.0K
17	NWAM LLC added	Shares	+2.0K	+$76.3K	$402.9K
18	LaFleur & Godfrey LLC added	Shares	+923	+$25.2K	$302.0K
19	Darwin Wealth Management, LLC added	Shares	+2.2K	+$23.1K	$1.2M
20	AAFMAA Wealth Management & Trust LLC added	Shares	+1.2K	+$14.0K	$602.1K
21	Blue Trust, Inc. added	Shares	+448	+$13.9K	$125.1K
22	Merit Financial Group, LLC added	Shares	+840	+$8.8K	$452.0K
23	PROFFITT & GOODSON INC new	Shares	+151	+$7.5K	$7.5K
24	Kraft, Davis & Associates, LLC unchanged	Shares	0	+$3.0K	$332.5K
25	Cape Investment Advisory, Inc. new	Shares	+30	+$1.5K	$1.5K
26	PARK AVENUE SECURITIES LLC new	Shares	+15.5K	+$766	$766
27	Signature Resources Capital Management, LLC new	Shares	+15	+$741	$741
28	FNY Investment Advisers, LLC new	Shares	+2.0K	+$98	$98
29	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$1	$11
30	Retirement Wealth Solutions LLC unchanged	Shares	0	-$1	$17
31	TSFG, LLC unchanged	Shares	0	-$4	$44
32	EverSource Wealth Advisors, LLC unchanged	Shares	0	-$93	$1.2K
33	First Pacific Financial exited	Shares	-6	-$328	$0
34	Realta Investment Advisors unchanged	Shares	0	-$394	$4.9K
35	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	-$402	$5.0K
36	VALICENTI ADVISORY SERVICES INC trimmed	Shares	-802	-$413	$4.6K
37	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$472	$5.9K
38	Central Pacific Bank - Trust Division unchanged	Shares	0	-$473	$5.9K
39	FIRST UNITED BANK & TRUST unchanged	Shares	0	-$473	$5.9K
40	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$484	$6.2K
41	Aventura Private Wealth, LLC unchanged	Shares	0	-$496	$6.2K
42	Pacifica Partners Inc. unchanged	Shares	0	-$512	$18.1K
43	City State Bank unchanged	Shares	0	-$513	$6.4K
44	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$583	$7.5K
45	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$745	$9.3K
46	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$945	$11.9K
47	Monetary Solutions, Ltd unchanged	Shares	0	-$1.5K	$18.3K
48	Ayalon Insurance Comp Ltd. exited	Shares	-28.8K	-$1.5K	$0
49	COUNTRY TRUST BANK unchanged	Shares	0	-$1.8K	$22.2K
50	GAMMA Investing LLC unchanged	Shares	0	-$2.0K	$25.5K

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