Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 119 loaded

#		Instrument	quantity
1	CAPITAL ADVISORS INC/OK	Shares	3.3MSH	$70.9M
2	HM PAYSON & CO	Shares	2.7MSH	$59.4M
3	Gratus Wealth Advisors, LLC	Shares	1.6MSH	$35.8M
4	RVW Wealth, LLC	Shares	1.3MSH	$28.5M
5	HOWLAND CAPITAL MANAGEMENT LLC	Shares	1.0MSH	$22.3M
6	Ironwood Financial, llc	Shares	644.6KSH	$13.9M
7	PFG Private Wealth Management, LLC	Shares	570.0KSH	$12.4M
8	REBALANCE, LLC	Shares	484.0KSH	$10.6M
9	MinichMacGregor Wealth Management, LLC	Shares	474.2KSH	$10.3M
10	BENJAMIN EDWARDS INC	Shares	445.6KSH	$9.7M
11	Windsor Capital Management, LLC	Shares	356.5KSH	$7.8M
12	ARCADIA INVESTMENT ADVISORS LLC	Shares	348.5KSH	$7.6M
13	Praetorian Wealth Management, Inc.	Shares	304.2KSH	$6.6M
14	InvesTrust	Shares	262.8KSH	$5.7M
15	Wilkins Miller Wealth Management, LLC	Shares	256.3KSH	$5.6M
16	Strid Group, LLC	Shares	256.1KSH	$5.6M
17	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	Shares	249.7KSH	$5.4M
18	IFP Advisors, Inc	Shares	242.4KSH	$5.3M
19	MEMBERS WEALTH LLC	Shares	230.6KSH	$5.0M
20	J.W. COLE ADVISORS, INC.	Shares	218.9KSH	$4.8M
21	Quantum Financial Advisors, LLC	Shares	217.7KSH	$4.7M
22	Winthrop Partners - WNY, LLC	Shares	217.3KSH	$4.7M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	202.8KSH	$4.4M
24	PRECEDENT WEALTH PARTNERS, LLC	Shares	194.2KSH	$4.2M
25	Beaumont Asset Management, L.L.C.	Shares	191.2KSH	$4.2M
26	ROMANO BROTHERS AND COMPANY	Shares	180.1KSH	$3.9M
27	Penobscot Investment Management Company, Inc.	Shares	176.0KSH	$3.8M
28	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	173.2KSH	$3.8M
29	ADIRONDACK TRUST CO	Shares	173.1KSH	$3.8M
30	Commonwealth Financial Services, LLC	Shares	144.2KSH	$3.1M
31	Laurel Wealth Advisors LLC	Shares	136.3KSH	$3.0M
32	Arcataur Capital Management LLC	Shares	135.2KSH	$2.9M
33	LifePlan Financial, LLC	Shares	132.3KSH	$2.9M
34	Merit Financial Group, LLC	Shares	129.5KSH	$2.8M
35	Twin Cities Retirement Group LLC	Shares	126.3KSH	$2.8M
36	Sowell Financial Services LLC	Shares	119.6KSH	$2.6M
37	Segment Wealth Management, LLC	Shares	112.3KSH	$2.4M
38	INSTRUMENTAL WEALTH, LLC	Shares	108.8KSH	$2.4M
39	Composition Wealth, LLC	Shares	101.0KSH	$2.2M
40	Cornell Pochily Investment Advisors, Inc.	Shares	88.3KSH	$1.9M
41	SONATA CAPITAL GROUP INC	Shares	86.6KSH	$1.9M
42	Breachway Investments LLC	Shares	86.2KSH	$1.9M
43	MEITAV INVESTMENT HOUSE LTD	Shares	81.9KSH	$1.8M
44	BEACON FINANCIAL GROUP	Shares	76.0KSH	$1.7M
45	Crews Bank & Trust	Shares	75.2KSH	$1.6M
46	HARBOR INVESTMENT ADVISORY, LLC	Shares	74.3KSH	$1.6M
47	Chesley Taft & Associates LLC	Shares	69.0KSH	$1.5M
48	Sightline Wealth Advisors, LLC	Shares	68.4KSH	$1.5M
49	OFS Enterprise LLC	Shares	66.0KSH	$1.4M
50	Paradigm, Strategies in Wealth Management, LLC	Shares	61.3KSH	$1.3M

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

50 / 121 loaded

#		Instrument
1	HM PAYSON & CO added	Shares	+272.1K	+$5.7M	$59.4M
2	Strid Group, LLC added	Shares	+164.4K	+$3.6M	$5.6M
3	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+140.1K	+$3.0M	$22.3M
4	Windsor Capital Management, LLC added	Shares	+114.0K	+$2.5M	$7.8M
5	RVW Wealth, LLC added	Shares	+103.2K	+$2.1M	$28.5M
6	Ironwood Financial, llc added	Shares	+88.9K	+$1.8M	$13.9M
7	Beaumont Asset Management, L.L.C. added	Shares	+79.6K	+$1.7M	$4.2M
8	J.W. COLE ADVISORS, INC. added	Shares	+73.7K	+$1.6M	$4.8M
9	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+60.8K	+$1.3M	$3.8M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+52.3K	+$1.1M	$4.4M
11	VIRGINIA WEALTH MANAGEMENT GROUP, INC. added	Shares	+50.3K	+$1.1M	$5.4M
12	Sightline Wealth Advisors, LLC added	Shares	+38.9K	+$845.7K	$1.5M
13	Merit Financial Group, LLC added	Shares	+36.3K	+$782.1K	$2.8M
14	Gratus Wealth Advisors, LLC added	Shares	+41.5K	+$761.0K	$35.8M
15	InvesTrust added	Shares	+33.7K	+$713.3K	$5.7M
16	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+31.9K	+$681.3K	$4.2M
17	ARCADIA INVESTMENT ADVISORS LLC added	Shares	+30.9K	+$644.8K	$7.6M
18	SUMMITRY LLC added	Shares	+29.7K	+$644.8K	$1.2M
19	CAPITAL ADVISORS INC/OK added	Shares	+38.1K	+$540.6K	$70.9M
20	Great Diamond Partners, LLC added	Shares	+24.4K	+$529.8K	$1.2M
21	MEMBERS WEALTH LLC added	Shares	+24.4K	+$500.2K	$5.0M
22	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+21.1K	+$456.3K	$1.6M
23	Community Financial Services Group, LLC new	Shares	+20.6K	+$447.7K	$447.7K
24	MEITAV INVESTMENT HOUSE LTD added	Shares	+18.9K	+$405.3K	$1.8M
25	SONATA CAPITAL GROUP INC added	Shares	+18.1K	+$389.1K	$1.9M
26	Penobscot Investment Management Company, Inc. added	Shares	+18.4K	+$386.9K	$3.8M
27	Laurel Wealth Advisors LLC added	Shares	+17.6K	+$375.5K	$3.0M
28	MinichMacGregor Wealth Management, LLC added	Shares	+18.4K	+$360.1K	$10.3M
29	XY Planning Network, Inc. new	Shares	+16.4K	+$356.6K	$356.6K
30	Berkshire Money Management, Inc. new	Shares	+11.5K	+$251.1K	$251.1K
31	SPRENG CAPITAL MANAGEMENT, INC. new	Shares	+11.2K	+$245.1K	$245.1K
32	BARRETT & COMPANY, INC. added	Shares	+11.0K	+$239.4K	$438.3K
33	Winthrop Partners - WNY, LLC added	Shares	+11.4K	+$229.3K	$4.7M
34	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+10.6K	+$227.0K	$1.1M
35	Koesten, Hirschmann & Crabtree, INC. new	Shares	+10.4K	+$226.4K	$226.4K
36	Segment Wealth Management, LLC added	Shares	+10.6K	+$221.5K	$2.4M
37	Princeton Global Asset Management LLC added	Shares	+9.9K	+$213.9K	$572.0K
38	Wealthcare Advisory Partners LLC new	Shares	+9.7K	+$212.1K	$212.1K
39	Composition Wealth, LLC added	Shares	+9.7K	+$202.5K	$2.2M
40	Robbins Farley new	Shares	+9.2K	+$199.5K	$199.5K
41	ADIRONDACK TRUST CO added	Shares	+9.2K	+$186.5K	$3.8M
42	GAMMA Investing LLC added	Shares	+8.0K	+$175.1K	$193.3K
43	McGlone Suttner Wealth Management, Inc. added	Shares	+8.0K	+$169.9K	$1.2M
44	Conrad Siegel Investment Advisors, Inc. added	Shares	+7.3K	+$155.5K	$887.0K
45	Breachway Investments LLC added	Shares	+6.6K	+$142.0K	$1.9M
46	Farther Finance Advisors, LLC added	Shares	+6.2K	+$135.5K	$1.1M
47	ROMANO BROTHERS AND COMPANY added	Shares	+6.5K	+$125.7K	$3.9M
48	Praetorian Wealth Management, Inc. added	Shares	+6.7K	+$118.9K	$6.6M
49	Physician Wealth Advisors, Inc. added	Shares	+5.3K	+$115.7K	$169.8K
50	Jefferson Bridge Capital, LLC added	Shares	+5.2K	+$110.0K	$1.1M

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