Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 133 loaded

#		Instrument	quantity
1	Wellspring Financial Advisors, LLC	Shares	676.8KSH	$42.7M
2	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	310.4KSH	$19.6M
3	TrustBank	Shares	216.3KSH	$13.6M
4	Wealthcare Advisory Partners LLC	Shares	205.7KSH	$13.0M
5	Bouvel Investment Partners, LLC	Shares	105.5KSH	$6.6M
6	Eagle Strategies LLC	Shares	79.4KSH	$5.0M
7	FIFTH THIRD SECURITIES, INC.	Shares	74.9KSH	$4.7M
8	FORTE ASSET MANAGEMENT LLC	Shares	62.5KSH	$3.9M
9	Silver Coast Investments LLC	Shares	59.9KSH	$3.8M
10	PATTON ALBERTSON MILLER GROUP, LLC	Shares	51.4KSH	$3.2M
11	Forthright Family Wealth Advisory LLC	Shares	48.2KSH	$3.0M
12	J.W. COLE ADVISORS, INC.	Shares	45.1KSH	$2.8M
13	Farther Finance Advisors, LLC	Shares	45.0KSH	$2.8M
14	CLIENT 1ST ADVISORY GROUP, LLC	Shares	42.5KSH	$2.7M
15	Urban Wealth Management, LLC	Shares	36.2KSH	$2.3M
16	Aventus Investment Advisors, Inc.	Shares	36.0KSH	$2.3M
17	Financial Partners Group, Inc	Shares	31.9KSH	$2.0M
18	IFP Advisors, Inc	Shares	30.8KSH	$1.9M
19	WARNER FINANCIAL, INC	Shares	30.4KSH	$1.9M
20	HERBST GROUP, LLC	Shares	30.2KSH	$1.9M
21	Wealthcare Capital Partners, LLC	Shares	26.1KSH	$1.6M
22	EVOLUTION WEALTH MANAGEMENT INC.	Shares	22.2KSH	$1.4M
23	Merit Financial Group, LLC	Shares	18.2KSH	$1.1M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.5KSH	$1.1M
25	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	16.7KSH	$1.1M
26	Hibernia Wealth Partners, LLC	Shares	16.7KSH	$1.1M
27	Dynamic Advisor Solutions LLC	Shares	16.7KSH	$1.1M
28	INVESTMENT MANAGEMENT CORP /VA/ /ADV	Shares	16.3KSH	$1.0M
29	Apeiron RIA LLC	Shares	16.0KSH	$1.0M
30	SWMG, LLC	Shares	14.9KSH	$926.9K
31	Avidian Wealth Enterprises, LLC	Shares	14.2KSH	$895.7K
32	Financial Perspectives, Inc	Shares	13.6KSH	$859.6K
33	Lewis Asset Management, LLC	Shares	13.0KSH	$822.5K
34	KPP Advisory Services LLC	Shares	12.6KSH	$791.7K
35	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	12.2KSH	$766.4K
36	Riverbend Wealth Management, LLC	Shares	12.1KSH	$759.8K
37	Pines Wealth Management, LLC	Shares	11.7KSH	$735.7K
38	Apollon Wealth Management, LLC	Shares	11.6KSH	$732.8K
39	Sage Capital Management, LLC	Shares	11.0KSH	$695.2K
40	Strategic Blueprint, LLC	Shares	10.8KSH	$677.7K
41	Factor Wealth Management LTD	Shares	10.6KSH	$669.1K
42	First Heartland Consultants, Inc.	Shares	10.6KSH	$667.8K
43	180 WEALTH ADVISORS, LLC	Shares	10.5KSH	$660.2K
44	INDEPENDENT FINANCIAL GROUP, LLC	Shares	10.0KSH	$633.0K
45	Blue Trust, Inc.	Shares	9.8KSH	$615.1K
46	Y-Intercept (Hong Kong) Ltd	Shares	9.1KSH	$571.0K
47	SteelPeak Wealth, LLC	Shares	8.8KSH	$557.6K
48	HARBOR INVESTMENT ADVISORY, LLC	Shares	8.1KSH	$511.1K
49	MARINO, STRAM & ASSOCIATES LLC	Shares	8.0KSH	$506.5K
50	Columbus Macro, LLC	Shares	7.4KSH	$466.3K

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

50 / 139 loaded

#		Instrument
1	Wellspring Financial Advisors, LLC added	Shares	+112.8K	+$10.4M	$42.7M
2	Bouvel Investment Partners, LLC new	Shares	+105.5K	+$6.6M	$6.6M
3	Wealthcare Advisory Partners LLC added	Shares	+24.9K	+$2.6M	$13.0M
4	Aventus Investment Advisors, Inc. new	Shares	+36.0K	+$2.3M	$2.3M
5	TrustBank added	Shares	+14.3K	+$2.1M	$13.6M
6	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+3.6K	+$2.0M	$19.6M
7	Forthright Family Wealth Advisory LLC added	Shares	+19.1K	+$1.8M	$3.0M
8	INVESTMENT MANAGEMENT CORP /VA/ /ADV new	Shares	+16.3K	+$1.0M	$1.0M
9	HERBST GROUP, LLC added	Shares	+8.9K	+$687.1K	$1.9M
10	Strategic Blueprint, LLC new	Shares	+10.8K	+$677.7K	$677.7K
11	FIFTH THIRD SECURITIES, INC. added	Shares	+4.2K	+$675.9K	$4.7M
12	Y-Intercept (Hong Kong) Ltd new	Shares	+9.1K	+$571.0K	$571.0K
13	Eagle Strategies LLC added	Shares	+1.8K	+$567.1K	$5.0M
14	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+6.6K	+$508.3K	$1.4M
15	J.W. COLE ADVISORS, INC. added	Shares	+3.6K	+$470.5K	$2.8M
16	CLIENT 1ST ADVISORY GROUP, LLC added	Shares	+3.3K	+$435.0K	$2.7M
17	Dynamic Advisor Solutions LLC added	Shares	+5.5K	+$413.7K	$1.1M
18	FORTE ASSET MANAGEMENT LLC added	Shares	+23	+$366.3K	$3.9M
19	IFP Advisors, Inc added	Shares	+3.2K	+$360.2K	$1.9M
20	PATTON ALBERTSON MILLER GROUP, LLC trimmed	Shares	-364	+$279.1K	$3.2M
21	Urban Wealth Management, LLC added	Shares	+440	+$236.7K	$2.3M
22	Silver Coast Investments LLC trimmed	Shares	-2.8K	+$190.8K	$3.8M
23	WARNER FINANCIAL, INC added	Shares	+20	+$178.6K	$1.9M
24	Wealthcare Capital Partners, LLC added	Shares	+181	+$162.9K	$1.6M
25	Merit Financial Group, LLC added	Shares	+635	+$142.6K	$1.1M
26	Financial Partners Group, Inc trimmed	Shares	-894	+$135.0K	$2.0M
27	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+1.3K	+$123.4K	$511.1K
28	Lewis Asset Management, LLC added	Shares	+658	+$113.9K	$822.5K
29	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+49	+$100.6K	$1.1M
30	Riverbend Wealth Management, LLC added	Shares	+525	+$100.4K	$759.8K
31	Pines Wealth Management, LLC added	Shares	+532	+$98.6K	$735.7K
32	Columbus Macro, LLC added	Shares	+924	+$96.1K	$466.3K
33	Prospera Financial Services Inc added	Shares	+1.0K	+$90.7K	$349.9K
34	WEALTHCARE CAPITAL MANAGEMENT LLC added	Shares	+836	+$89.0K	$445.3K
35	SWMG, LLC added	Shares	+264	+$87.1K	$926.9K
36	180 WEALTH ADVISORS, LLC added	Shares	+359	+$81.7K	$660.2K
37	Financial Perspectives, Inc unchanged	Shares	0	+$79.6K	$859.6K
38	KPP Advisory Services LLC trimmed	Shares	-24	+$72.0K	$791.7K
39	Apollon Wealth Management, LLC trimmed	Shares	-54	+$64.8K	$732.8K
40	Sage Capital Management, LLC added	Shares	+6	+$64.7K	$695.2K
41	Lakeshore Financial Planning, Inc. added	Shares	+253	+$57.3K	$461.8K
42	Blue Trust, Inc. trimmed	Shares	-37	+$54.9K	$615.1K
43	FIRST HORIZON CORP added	Shares	+487	+$54.6K	$289.1K
44	SteelPeak Wealth, LLC added	Shares	+1	+$51.7K	$557.6K
45	LaFleur & Godfrey LLC added	Shares	+291	+$47.1K	$329.3K
46	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-463	+$45.1K	$1.1M
47	D.A. DAVIDSON & CO. added	Shares	+336	+$42.8K	$254.5K
48	First Heartland Consultants, Inc. trimmed	Shares	-349	+$41.9K	$667.8K
49	MARINO, STRAM & ASSOCIATES LLC trimmed	Shares	-100	+$41.2K	$506.5K
50	SHEETS SMITH WEALTH MANAGEMENT unchanged	Shares	0	+$40.0K	$432.1K

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