Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 362 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	7.9MSH	$755.3M
2	Sequoia Financial Advisors, LLC	Shares	6.3MSH	$601.0M
3	Waldron Private Wealth LLC	Shares	2.9MSH	$275.9M
4	DAVIDSON INVESTMENT ADVISORS	Shares	2.1MSH	$202.5M
5	TRUE Private Wealth Advisors	Shares	862.1KSH	$82.3M
6	Legacy Wealth Management, LLC	Shares	728.7KSH	$69.5M
7	Tiller Private Wealth, Inc.	Shares	621.1KSH	$59.3M
8	Composition Wealth, LLC	Shares	591.9KSH	$56.5M
9	Astoria Strategic Wealth, Inc.	Shares	542.7KSH	$51.8M
10	Chesley Taft & Associates LLC	Shares	540.2KSH	$51.6M
11	EQUITABLE TRUST CO	Shares	529.8KSH	$50.6M
12	FACTORY MUTUAL INSURANCE CO	Shares	524.0KSH	$50.0M
13	Bricktown Capital, LLC	Shares	514.0KSH	$49.1M
14	Standpoint Asset Management, LLC	Shares	444.3KSH	$42.4M
15	Brookstone Capital Management	Shares	272.9KSH	$26.0M
16	Alliance Wealth Advisors, LLC /UT	Shares	266.8KSH	$25.5M
17	Mirae Asset Global Investments Co., Ltd.	Shares	258.9KSH	$24.7M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	253.6KSH	$24.2M
19	Magnolia Wealth Management, LLC	Shares	234.8KSH	$22.4M
20	Finley Financial, LLC	Shares	228.2KSH	$21.8M
21	Strategic Point Investment Advisors, LLC	Shares	215.9KSH	$20.6M
22	FIRST HAWAIIAN BANK	Shares	197.9KSH	$18.9M
23	Baker Ellis Asset Management LLC	Shares	186.1KSH	$17.8M
24	Goldstein Advisors, LLC	Shares	168.1KSH	$16.0M
25	Kastel Capital Advisors, LLC	Shares	184.1KSH	$15.9M
26	Trinity Wealth Management, LLC	Shares	166.7KSH	$15.9M
27	Financial Designs Corp	Shares	153.4KSH	$14.6M
28	Verus Financial Partners, Inc.	Shares	147.7KSH	$14.1M
29	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	141.6KSH	$13.5M
30	Wealthcare Advisory Partners LLC	Shares	140.9KSH	$13.4M
31	FORTE ASSET MANAGEMENT LLC	Shares	135.9KSH	$13.0M
32	Traveka Wealth, LLC	Shares	135.7KSH	$12.9M
33	HOWLAND CAPITAL MANAGEMENT LLC	Shares	132.3KSH	$12.6M
34	Skyline Advisors, Inc.	Shares	131.9KSH	$12.6M
35	CHERRYDALE WEALTH MANAGEMENT, LLC	Shares	124.9KSH	$11.9M
36	FLAGSHIP HARBOR ADVISORS, LLC	Shares	116.8KSH	$11.1M
37	Winthrop Partners - WNY, LLC	Shares	98.5KSH	$9.4M
38	Newton One Investments LLC	Shares	95.7KSH	$9.1M
39	CATALYST PRIVATE WEALTH, LLC	Shares	94.2KSH	$9.0M
40	Winthrop Advisory Group LLC	Shares	93.6KSH	$8.9M
41	SWMG, LLC	Shares	94.3KSH	$8.9M
42	Farther Finance Advisors, LLC	Shares	93.0KSH	$8.9M
43	Physician Wealth Advisors, Inc.	Shares	90.2KSH	$8.6M
44	VAQUERO PRIVATE WEALTH, LTD	Shares	89.6KSH	$8.6M
45	FC Advisory LLC	Shares	89.3KSH	$8.5M
46	WEATHERLY ASSET MANAGEMENT L. P.	Shares	86.1KSH	$8.2M
47	Fairvoy Private Wealth, LLC	Shares	85.8KSH	$8.2M
48	NWAM LLC	Shares	78.2KSH	$7.5M
49	Abundance Wealth Counselors	Shares	77.7KSH	$7.4M
50	Gleason Group, Inc.	Shares	77.2KSH	$7.4M

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

50 / 362 loaded

#		Instrument
1	D.A. DAVIDSON & CO. added	Shares	+150.1K	+$82.6M	$755.3M
2	Sequoia Financial Advisors, LLC added	Shares	+247.7K	+$76.9M	$601.0M
3	FACTORY MUTUAL INSURANCE CO new	Shares	+524.0K	+$50.0M	$50.0M
4	Waldron Private Wealth LLC trimmed	Shares	-7.3K	+$24.8M	$275.9M
5	Mirae Asset Global Investments Co., Ltd. new	Shares	+258.9K	+$24.7M	$24.7M
6	DAVIDSON INVESTMENT ADVISORS added	Shares	+1.1K	+$18.8M	$202.5M
7	Composition Wealth, LLC added	Shares	+59.0K	+$10.3M	$56.5M
8	Chesley Taft & Associates LLC added	Shares	+18.8K	+$6.4M	$51.6M
9	Alliance Wealth Advisors, LLC /UT added	Shares	+42.6K	+$6.0M	$25.5M
10	Bricktown Capital, LLC added	Shares	+15.8K	+$5.9M	$49.1M
11	SIGNATUREFD, LLC added	Shares	+58.7K	+$5.7M	$6.2M
12	Legacy Wealth Management, LLC trimmed	Shares	-11.1K	+$5.5M	$69.5M
13	Winthrop Advisory Group LLC added	Shares	+52.3K	+$5.4M	$8.9M
14	Standpoint Asset Management, LLC added	Shares	+16.2K	+$5.3M	$42.4M
15	Tiller Private Wealth, Inc. trimmed	Shares	-3.5K	+$5.2M	$59.3M
16	Astoria Strategic Wealth, Inc. added	Shares	+1.1K	+$4.9M	$51.8M
17	Abundance Wealth Counselors added	Shares	+38.6K	+$4.0M	$7.4M
18	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+24.3K	+$3.1M	$11.1M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.9K	+$3.1M	$24.2M
20	EQUITABLE TRUST CO trimmed	Shares	-19.0K	+$3.0M	$50.6M
21	QRG CAPITAL MANAGEMENT, INC. new	Shares	+24.9K	+$2.4M	$2.4M
22	Brookstone Capital Management trimmed	Shares	-1.3K	+$2.3M	$26.0M
23	Strategic Point Investment Advisors, LLC added	Shares	+3.5K	+$2.2M	$20.6M
24	Wealthcare Advisory Partners LLC added	Shares	+10.1K	+$2.1M	$13.4M
25	Magnolia Wealth Management, LLC added	Shares	+344	+$2.1M	$22.4M
26	JOHNSON INVESTMENT COUNSEL INC added	Shares	+16.6K	+$2.0M	$6.3M
27	Ipswich Investment Management Co., Inc. new	Shares	+21.2K	+$2.0M	$2.0M
28	Traveka Wealth, LLC added	Shares	+9.3K	+$2.0M	$12.9M
29	Finley Financial, LLC trimmed	Shares	-1.2K	+$1.9M	$21.8M
30	Baker Ellis Asset Management LLC added	Shares	+1.6K	+$1.8M	$17.8M
31	FIRST HAWAIIAN BANK trimmed	Shares	-680	+$1.7M	$18.9M
32	SAX WEALTH ADVISORS, LLC added	Shares	+18.4K	+$1.6M	$2.4M
33	Cedar Mountain Advisors, LLC added	Shares	+16.8K	+$1.6M	$1.6M
34	FORTE ASSET MANAGEMENT LLC added	Shares	+3.5K	+$1.5M	$13.0M
35	Lineweaver Wealth Advisors, LLC added	Shares	+9.9K	+$1.3M	$5.2M
36	Fairvoy Private Wealth, LLC added	Shares	+6.3K	+$1.3M	$8.2M
37	Taylor & Morgan Wealth Management, LLC added	Shares	+7.8K	+$1.1M	$4.2M
38	CHERRYDALE WEALTH MANAGEMENT, LLC trimmed	Shares	-468	+$1.1M	$11.9M
39	SeaCrest Wealth Management, LLC new	Shares	+11.0K	+$1.0M	$1.0M
40	BARRETT & COMPANY, INC. added	Shares	+7.6K	+$1.0M	$4.2M
41	AdvisorNet Financial, Inc added	Shares	+6.4K	+$1.0M	$5.1M
42	BENJAMIN EDWARDS INC added	Shares	+4.6K	+$1.0M	$6.8M
43	SWMG, LLC added	Shares	+2.5K	+$966.5K	$8.9M
44	Financial Designs Corp trimmed	Shares	-4.5K	+$962.8K	$14.6M
45	SteelPeak Wealth, LLC added	Shares	+5.8K	+$927.4K	$4.6M
46	Strategic Blueprint, LLC added	Shares	+2.8K	+$908.0K	$7.2M
47	Blue Trust, Inc. added	Shares	+9.3K	+$889.5K	$903.1K
48	Newton One Investments LLC added	Shares	+131	+$853.4K	$9.1M
49	WEATHERLY ASSET MANAGEMENT L. P. added	Shares	+749	+$822.3K	$8.2M
50	Winthrop Partners - WNY, LLC trimmed	Shares	-562	+$817.8K	$9.4M

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