Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	CAPITAL ADVISORS INC/OK	Shares	1.9MSH	$48.9M
2	SUMMITRY LLC	Shares	1.0MSH	$26.8M
3	MB, LEVIS & ASSOCIATES, LLC	Shares	495.5KSH	$12.8M
4	INSTRUMENTAL WEALTH, LLC	Shares	418.5KSH	$10.8M
5	Ironwood Financial, llc	Shares	210.2KSH	$5.3M
6	BENJAMIN EDWARDS INC	Shares	152.7KSH	$3.9M
7	PRECEDENT WEALTH PARTNERS, LLC	Shares	151.3KSH	$3.9M
8	Evergreen Private Wealth LLC	Shares	142.1KSH	$3.7M
9	JAMES INVESTMENT RESEARCH, INC.	Shares	130.1KSH	$3.3M
10	ADIRONDACK TRUST CO	Shares	128.1KSH	$3.3M
11	HOWLAND CAPITAL MANAGEMENT LLC	Shares	126.7KSH	$3.3M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	125.7KSH	$3.2M
13	FIRST INTERSTATE BANK	Shares	119.7KSH	$3.1M
14	Marathon Mission, Inc.	Shares	100.2KSH	$2.6M
15	McGlone Suttner Wealth Management, Inc.	Shares	90.5KSH	$2.3M
16	Segment Wealth Management, LLC	Shares	80.5KSH	$2.1M
17	Archford Capital Strategies, LLC	Shares	72.9KSH	$1.9M
18	Wilkins Miller Wealth Management, LLC	Shares	62.8KSH	$1.6M
19	J.W. COLE ADVISORS, INC.	Shares	62.2KSH	$1.6M
20	MEITAV INVESTMENT HOUSE LTD	Shares	52.6KSH	$1.4M
21	Paradigm, Strategies in Wealth Management, LLC	Shares	48.3KSH	$1.2M
22	IFP Advisors, Inc	Shares	34.5KSH	$889.1K
23	Montecito Bank & Trust	Shares	33.0KSH	$850.7K
24	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	28.5KSH	$733.0K
25	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	28.3KSH	$728.9K
26	NESTEGG ADVISORS, INC.	Shares	22.0KSH	$565.8K
27	ROMANO BROTHERS AND COMPANY	Shares	18.1KSH	$466.4K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	17.6KSH	$450.5K
29	Gradient Capital Advisors, LLC	Shares	16.9KSH	$435.5K
30	XML Financial, LLC	Shares	15.9KSH	$409.4K
31	Farnam Financial LLC	Shares	15.8KSH	$407.0K
32	BEACON FINANCIAL GROUP	Shares	15.5KSH	$398.0K
33	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	12.2KSH	$315.0K
34	Koesten, Hirschmann & Crabtree, INC.	Shares	11.2KSH	$288.6K
35	SAX WEALTH ADVISORS, LLC	Shares	10.5KSH	$272.4K
36	Sarver Vrooman Wealth Advisors	Shares	10.0KSH	$257.3K
37	Beaumont Asset Management, L.L.C.	Shares	9.7KSH	$249.2K
38	Apollon Wealth Management, LLC	Shares	9.6KSH	$245.9K
39	Great Diamond Partners, LLC	Shares	9.5KSH	$245.4K
40	Chesley Taft & Associates LLC	Shares	9.0KSH	$231.7K
41	Hyposwiss Advisors SA	Shares	4.1KSH	$106.6K
42	Bogart Wealth, LLC	Shares	3.0KSH	$78.3K
43	Princeton Global Asset Management LLC	Shares	2.4KSH	$61.4K
44	SIGNATUREFD, LLC	Shares	1.9KSH	$49.9K
45	Trust Co	Shares	1.9KSH	$49.8K
46	EASTERN BANK	Shares	1.7KSH	$43.8K
47	Bank of New Hampshire	Shares	1.6KSH	$41.2K
48	Physician Wealth Advisors, Inc.	Shares	1.6KSH	$40.4K
49	Fairway Wealth LLC	Shares	1.3KSH	$34.0K
50	BARRETT & COMPANY, INC.	Shares	1.0KSH	$25.7K

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

50 / 55 loaded

#		Instrument
1	CAPITAL ADVISORS INC/OK new	Shares	+1.9M	+$48.9M	$48.9M
2	Ironwood Financial, llc added	Shares	+193.5K	+$4.9M	$5.3M
3	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+37.5K	+$957.2K	$3.3M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+35.9K	+$888.0K	$3.2M
5	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+22.8K	+$573.0K	$3.9M
6	BEACON FINANCIAL GROUP new	Shares	+15.5K	+$398.0K	$398.0K
7	SUMMITRY LLC added	Shares	+17.2K	+$334.6K	$26.8M
8	SAX WEALTH ADVISORS, LLC new	Shares	+10.5K	+$272.4K	$272.4K
9	Segment Wealth Management, LLC added	Shares	+10.4K	+$261.4K	$2.1M
10	Sarver Vrooman Wealth Advisors new	Shares	+10.0K	+$257.3K	$257.3K
11	Beaumont Asset Management, L.L.C. new	Shares	+9.7K	+$249.2K	$249.2K
12	Apollon Wealth Management, LLC new	Shares	+9.6K	+$245.9K	$245.9K
13	Great Diamond Partners, LLC new	Shares	+9.5K	+$245.4K	$245.4K
14	Chesley Taft & Associates LLC new	Shares	+9.0K	+$231.7K	$231.7K
15	ADIRONDACK TRUST CO added	Shares	+9.2K	+$225.4K	$3.3M
16	Evergreen Private Wealth LLC added	Shares	+6.8K	+$161.4K	$3.7M
17	ROMANO BROTHERS AND COMPANY added	Shares	+5.4K	+$138.2K	$466.4K
18	IFP Advisors, Inc added	Shares	+4.9K	+$122.7K	$889.1K
19	MB, LEVIS & ASSOCIATES, LLC added	Shares	+5.3K	+$84.1K	$12.8M
20	Koesten, Hirschmann & Crabtree, INC. added	Shares	+3.1K	+$78.2K	$288.6K
21	XML Financial, LLC added	Shares	+2.6K	+$65.8K	$409.4K
22	Princeton Global Asset Management LLC added	Shares	+2.0K	+$50.3K	$61.4K
23	SIGNATUREFD, LLC new	Shares	+1.9K	+$49.9K	$49.9K
24	EASTERN BANK new	Shares	+1.7K	+$43.8K	$43.8K
25	MEITAV INVESTMENT HOUSE LTD added	Shares	+1.8K	+$42.7K	$1.4M
26	Fairway Wealth LLC new	Shares	+1.3K	+$34.0K	$34.0K
27	Paradigm, Strategies in Wealth Management, LLC added	Shares	+1.4K	+$29.9K	$1.2M
28	Wilkins Miller Wealth Management, LLC added	Shares	+1.3K	+$27.6K	$1.6M
29	Bank of New Hampshire added	Shares	+1.0K	+$25.7K	$41.2K
30	Hyposwiss Advisors SA added	Shares	+950	+$24.1K	$106.6K
31	Montecito Bank & Trust added	Shares	+1.1K	+$24.0K	$850.7K
32	McGlone Suttner Wealth Management, Inc. added	Shares	+1.1K	+$17.7K	$2.3M
33	Physician Wealth Advisors, Inc. added	Shares	+660	+$16.9K	$40.4K
34	Gradient Capital Advisors, LLC added	Shares	+582	+$13.3K	$435.5K
35	INSTRUMENTAL WEALTH, LLC added	Shares	+1.8K	+$1.3K	$10.8M
36	Roble, Belko & Company, Inc added	Shares	+15.4K	+$391	$1.8K
37	Farther Finance Advisors, LLC unchanged	Shares	0	-$12	$20.6K
38	Key FInancial Inc unchanged	Shares	0	-$59	$14.5K
39	BARRETT & COMPANY, INC. unchanged	Shares	0	-$105	$25.7K
40	Trust Co unchanged	Shares	0	-$204	$49.8K
41	Bogart Wealth, LLC unchanged	Shares	0	-$319	$78.3K
42	LEAVELL INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	-$1.3K	$315.0K
43	Farnam Financial LLC unchanged	Shares	0	-$1.7K	$407.0K
44	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ unchanged	Shares	0	-$3.0K	$733.0K
45	Signature Resources Capital Management, LLC exited	Shares	-120	-$3.1K	$0
46	NESTEGG ADVISORS, INC. trimmed	Shares	-46	-$3.5K	$565.8K
47	J.W. COLE ADVISORS, INC. trimmed	Shares	-354	-$15.7K	$1.6M
48	Marathon Mission, Inc. trimmed	Shares	-851	-$32.5K	$2.6M
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-2.2K	-$59.3K	$450.5K
50	Archford Capital Strategies, LLC trimmed	Shares	-4.3K	-$118.8K	$1.9M

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