Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 251 loaded

#		Instrument	quantity
1	SIGNATUREFD, LLC	Shares	4.9MSH	$536.6M
2	Blue Trust, Inc.	Shares	4.2MSH	$466.6M
3	ASPIRIANT, LLC	Shares	3.7MSH	$406.0M
4	Merit Financial Group, LLC	Shares	3.0MSH	$327.9M
5	BENJAMIN EDWARDS INC	Shares	1.4MSH	$153.4M
6	Foster Group, Inc.	Shares	1.1MSH	$124.7M
7	Auto-Owners Insurance Co	Shares	864.0KSH	$95.2M
8	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	808.6KSH	$89.1M
9	Sequoia Financial Advisors, LLC	Shares	695.0KSH	$76.6M
10	McGlone Suttner Wealth Management, Inc.	Shares	664.6KSH	$73.2M
11	FLAGSHIP HARBOR ADVISORS, LLC	Shares	429.5KSH	$47.3M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	391.6KSH	$43.7M
13	Veracity Capital LLC	Shares	368.4KSH	$40.6M
14	Townsend & Associates, Inc	Shares	316.3KSH	$35.2M
15	SOUTHERN CAPITAL ADVISORS, LLC	Shares	311.4KSH	$34.3M
16	Duncan Williams Asset Management, LLC	Shares	282.3KSH	$31.1M
17	Alliance Private Wealth, LLC	Shares	207.8KSH	$22.9M
18	Waldron Private Wealth LLC	Shares	206.9KSH	$22.8M
19	IRONWOOD WEALTH MANAGEMENT, INC.	Shares	192.8KSH	$21.5M
20	High Probability Advisors, LLC	Shares	189.3KSH	$20.9M
21	Financial Partners Group, Inc	Shares	159.7KSH	$17.6M
22	ARWA LLC	Shares	128.5KSH	$14.5M
23	Dynamic Advisor Solutions LLC	Shares	101.2KSH	$11.1M
24	Alpha Zero LLC	Shares	96.6KSH	$10.9M
25	Foundry Financial Group, Inc.	Shares	82.2KSH	$9.1M
26	Canvas Wealth Advisors, LLC	Shares	81.2KSH	$8.9M
27	Amplius Wealth Advisors, LLC	Shares	79.0KSH	$8.7M
28	MOTIVE WEALTH ADVISORS	Shares	75.1KSH	$8.3M
29	LEGACY SOLUTIONS, LLC	Shares	71.1KSH	$7.8M
30	SAPIENT CAPITAL LLC	Shares	65.1KSH	$7.2M
31	Independence Financial Advisors, LLC	Shares	63.8KSH	$7.0M
32	Columbus Macro, LLC	Shares	59.8KSH	$6.6M
33	COREPATH WEALTH PARTNERS LLC	Shares	57.3KSH	$6.3M
34	Spire Wealth Management	Shares	51.0KSH	$5.6M
35	180 WEALTH ADVISORS, LLC	Shares	50.3KSH	$5.5M
36	Breakwater Capital Group	Shares	44.9KSH	$4.9M
37	Venturi Wealth Management, LLC	Shares	44.1KSH	$4.9M
38	Certified Advisory Corp	Shares	42.3KSH	$4.7M
39	Wealth Management Partners, LLC	Shares	40.0KSH	$4.4M
40	CATALYST PRIVATE WEALTH, LLC	Shares	31.4KSH	$3.5M
41	Leonard Rickey Investment Advisors P.L.L.C.	Shares	30.9KSH	$3.4M
42	Apollon Financial, LLC	Shares	28.0KSH	$3.1M
43	Eagle Strategies LLC	Shares	27.9KSH	$3.1M
44	ZWJ INVESTMENT COUNSEL INC	Shares	27.3KSH	$3.0M
45	Farther Finance Advisors, LLC	Shares	27.0KSH	$3.0M
46	Composition Wealth, LLC	Shares	26.7KSH	$2.9M
47	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	25.9KSH	$2.9M
48	General Partner, Inc.	Shares	25.6KSH	$2.8M
49	Life Planning Partners, Inc	Shares	24.5KSH	$2.7M
50	MFA Wealth Services	Shares	24.2KSH	$2.7M

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

50 / 257 loaded

#		Instrument
1	SIGNATUREFD, LLC added	Shares	+229.0K	+$61.9M	$536.6M
2	Merit Financial Group, LLC added	Shares	+187.9K	+$42.7M	$327.9M
3	Blue Trust, Inc. trimmed	Shares	-40.0K	+$29.4M	$466.6M
4	ASPIRIANT, LLC added	Shares	+2.5K	+$29.4M	$406.0M
5	BENJAMIN EDWARDS INC added	Shares	+79.3K	+$19.1M	$153.4M
6	Foster Group, Inc. added	Shares	+19.5K	+$10.9M	$124.7M
7	McGlone Suttner Wealth Management, Inc. added	Shares	+11.3K	+$6.4M	$73.2M
8	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+21.6K	+$5.6M	$47.3M
9	Sequoia Financial Advisors, LLC trimmed	Shares	-649	+$5.4M	$76.6M
10	SOUTHERN CAPITAL ADVISORS, LLC added	Shares	+15.8K	+$4.1M	$34.3M
11	ARWA LLC added	Shares	+26.1K	+$3.7M	$14.5M
12	Veracity Capital LLC added	Shares	+7.5K	+$3.7M	$40.6M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+824	+$3.7M	$43.7M
14	Duncan Williams Asset Management, LLC added	Shares	+11.8K	+$3.4M	$31.1M
15	High Probability Advisors, LLC added	Shares	+11.1K	+$2.6M	$20.9M
16	Alpha Zero LLC added	Shares	+13.3K	+$2.4M	$10.9M
17	IRONWOOD WEALTH MANAGEMENT, INC. added	Shares	+220	+$1.2M	$21.5M
18	NEW WAVE WEALTH ADVISORS LLC added	Shares	+9.7K	+$1.2M	$2.6M
19	Dynamic Advisor Solutions LLC added	Shares	+3.5K	+$1.2M	$11.1M
20	Townsend & Associates, Inc trimmed	Shares	-3.0K	+$1.1M	$35.2M
21	Canvas Wealth Advisors, LLC added	Shares	+4.6K	+$1.1M	$8.9M
22	Financial Partners Group, Inc trimmed	Shares	-1.7K	+$1.1M	$17.6M
23	Foundry Financial Group, Inc. added	Shares	+1.8K	+$833.6K	$9.1M
24	LEGACY SOLUTIONS, LLC added	Shares	+447	+$607.6K	$7.8M
25	MOTIVE WEALTH ADVISORS trimmed	Shares	-78	+$585.7K	$8.3M
26	Columbus Macro, LLC added	Shares	+1.0K	+$579.7K	$6.6M
27	Monument Capital Management new	Shares	+5.0K	+$554.7K	$554.7K
28	Joule Financial, LLC added	Shares	+3.5K	+$508.8K	$2.1M
29	Y-Intercept (Hong Kong) Ltd new	Shares	+4.5K	+$490.8K	$490.8K
30	QRG CAPITAL MANAGEMENT, INC. added	Shares	+3.8K	+$440.1K	$659.7K
31	RFG Advisory, LLC added	Shares	+2.8K	+$383.4K	$1.3M
32	Spire Wealth Management trimmed	Shares	-421	+$359.7K	$5.6M
33	Atlantic Edge Private Wealth Management, LLC added	Shares	+2.4K	+$350.5K	$1.5M
34	COREPATH WEALTH PARTNERS LLC trimmed	Shares	-231	+$325.8K	$6.3M
35	Brookstone Capital Management new	Shares	+2.9K	+$322.0K	$322.0K
36	Pacific Excel Wealth Advisors, Inc. new	Shares	+2.8K	+$311.9K	$311.9K
37	Wealth Management Partners, LLC trimmed	Shares	-129	+$302.8K	$4.4M
38	Alliance Private Wealth, LLC trimmed	Shares	-13.2K	+$294.1K	$22.9M
39	TRUE Private Wealth Advisors added	Shares	+2.3K	+$284.5K	$732.5K
40	Legacy Advisors, LLC new	Shares	+2.5K	+$277.2K	$277.2K
41	Breakwater Capital Group trimmed	Shares	-847	+$267.9K	$4.9M
42	GREENLEAF TRUST new	Shares	+2.4K	+$263.9K	$263.9K
43	ZWJ INVESTMENT COUNSEL INC added	Shares	+418	+$258.7K	$3.0M
44	Eagle Strategies LLC added	Shares	+280	+$248.9K	$3.1M
45	Apollon Financial, LLC added	Shares	+187	+$240.2K	$3.1M
46	J.W. COLE ADVISORS, INC. new	Shares	+2.1K	+$227.0K	$227.0K
47	XY Planning Network, Inc. added	Shares	+499	+$225.6K	$2.5M
48	Composition Wealth, LLC added	Shares	+139	+$225.2K	$2.9M
49	CPC Advisors, LLC new	Shares	+1.9K	+$212.7K	$212.7K
50	WESPAC Advisors SoCal, LLC new	Shares	+1.9K	+$212.0K	$212.0K

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