Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 266 loaded

#		Instrument	quantity
1	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	2.2MSH	$175.1M
2	Ocean Park Asset Management, LLC	Shares	2.0MSH	$159.0M
3	PartnerRe Asset Management CORP	Shares	1.4MSH	$111.8M
4	Counterpoint Mutual Funds LLC	Shares	1.1MSH	$84.2M
5	SBI Okasan Asset Management Co.Ltd.	Shares	777.1KSH	$62.2M
6	Stairway Partners, LLC	Shares	355.3KSH	$28.4M
7	Mirae Asset Global Investments Co., Ltd.	Shares	329.4KSH	$26.3M
8	KWMG, LLC	Shares	314.5KSH	$25.2M
9	Trust Co	Shares	290.0KSH	$23.2M
10	Twele Capital Management, Inc.	Shares	242.2KSH	$19.4M
11	Strong Tower Advisory Services	Shares	241.1KSH	$19.3M
12	AMARILLO NATIONAL BANK	Shares	215.9KSH	$17.3M
13	Acasta Partners UK LLP	Shares	198.8KSH	$15.9M
14	MBL Wealth, LLC	Shares	183.2KSH	$14.7M
15	Farther Finance Advisors, LLC	Shares	173.4KSH	$13.9M
16	FARMERS & MERCHANTS INVESTMENTS INC	Shares	169.5KSH	$13.6M
17	Alley Investment Management Company, LLC	Shares	130.0KSH	$10.4M
18	Balefire, LLC	Shares	99.6KSH	$8.0M
19	REBALANCE, LLC	Shares	93.5KSH	$7.5M
20	Beirne Wealth Consulting Services, LLC	Shares	89.1KSH	$7.1M
21	Legacy Wealth Partners, LLC	Shares	87.5KSH	$7.0M
22	OxenFree Capital LLC	Shares	87.6KSH	$7.0M
23	Boltwood Capital Management	Shares	83.6KSH	$6.7M
24	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	77.0KSH	$6.2M
25	Worth Asset Management, LLC	Shares	76.5KSH	$6.1M
26	Redhawk Wealth Advisors, Inc.	Shares	74.6KSH	$6.0M
27	Global View Capital Management LLC	Shares	69.7KSH	$5.6M
28	Cordoba Advisory Partners LLC	Shares	65.7KSH	$5.3M
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	60.9KSH	$4.9M
30	CENTRAL BANK & TRUST CO	Shares	59.2KSH	$4.7M
31	Net Worth Advisory Group	Shares	57.1KSH	$4.6M
32	Ballentine Partners, LLC	Shares	55.6KSH	$4.4M
33	STERLING INVESTMENT ADVISORS LLC /ADV	Shares	55.1KSH	$4.4M
34	BURNS J W & CO INC/NY	Shares	52.4KSH	$4.2M
35	Financial & Tax Architects, LLC	Shares	51.1KSH	$4.1M
36	Merit Financial Group, LLC	Shares	50.4KSH	$4.0M
37	NerdWallet Wealth Partners, LLC	Shares	50.4KSH	$4.0M
38	Torrey-Payne Wealth Management, LLC	Shares	48.5KSH	$3.9M
39	SBI Securities Co., Ltd.	Shares	48.1KSH	$3.8M
40	COREPATH WEALTH PARTNERS LLC	Shares	47.4KSH	$3.8M
41	Gladwyn Financial Advisors, Inc.	Shares	45.5KSH	$3.6M
42	Cypress Wealth Services, LLC	Shares	44.8KSH	$3.6M
43	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	44.5KSH	$3.6M
44	HMS Capital Management, LLC	Shares	40.7KSH	$3.3M
45	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	37.9KSH	$3.0M
46	CITY HOLDING CO	Shares	37.2KSH	$3.0M
47	David J Yvars Group	Shares	36.9KSH	$2.9M
48	IFG Advisors, LLC	Shares	36.7KSH	$2.9M
49	RFG Advisory, LLC	Shares	36.0KSH	$2.9M
50	J.W. COLE ADVISORS, INC.	Shares	34.5KSH	$2.8M

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

50 / 287 loaded

#		Instrument
1	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+2.1M	+$167.0M	$175.1M
2	Counterpoint Mutual Funds LLC added	Shares	+860.9K	+$68.9M	$84.2M
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+122.9K	+$9.9M	$26.3M
4	Acasta Partners UK LLP added	Shares	+97.1K	+$7.8M	$15.9M
5	Worth Asset Management, LLC added	Shares	+43.0K	+$3.5M	$6.1M
6	J.W. COLE ADVISORS, INC. new	Shares	+34.5K	+$2.8M	$2.8M
7	Global View Capital Management LLC added	Shares	+32.9K	+$2.6M	$5.6M
8	Stairway Partners, LLC added	Shares	+29.3K	+$2.5M	$28.4M
9	Lake Hills Wealth Management, LLC new	Shares	+28.2K	+$2.3M	$2.3M
10	Cannon Advisors, Inc. new	Shares	+17.8K	+$1.4M	$1.4M
11	LVZ, Inc. new	Shares	+16.5K	+$1.3M	$1.3M
12	Fideuram Asset Management (Ireland) dac new	PUT	+165.0K	+$1.3M	$1.3M
13	Redhawk Wealth Advisors, Inc. added	Shares	+15.5K	+$1.3M	$6.0M
14	KWMG, LLC added	Shares	+14.2K	+$1.3M	$25.2M
15	RAMSEY QUANTITATIVE SYSTEMS new	Shares	+15.0K	+$1.2M	$1.2M
16	Aventus Investment Advisors, Inc. new	Shares	+14.7K	+$1.2M	$1.2M
17	Avior Wealth Management, LLC added	Shares	+8.1K	+$653.8K	$1.8M
18	NerdWallet Wealth Partners, LLC added	Shares	+7.7K	+$632.9K	$4.0M
19	BURNS J W & CO INC/NY added	Shares	+7.4K	+$610.9K	$4.2M
20	Wealthcare Advisory Partners LLC added	Shares	+7.4K	+$601.2K	$2.0M
21	MBL Wealth, LLC added	Shares	+6.4K	+$584.9K	$14.7M
22	Cyndeo Wealth Partners, LLC added	Shares	+7.2K	+$580.4K	$1.4M
23	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+7.1K	+$574.7K	$1.5M
24	PartnerRe Asset Management CORP unchanged	Shares	0	+$573.1K	$111.8M
25	FIRST INTERSTATE BANK added	Shares	+6.7K	+$542.4K	$1.6M
26	Cadent Capital Advisors, LLC added	Shares	+6.7K	+$540.4K	$1.7M
27	Brookwood Investment Group LLC new	Shares	+6.4K	+$513.0K	$513.0K
28	Trust Co added	Shares	+4.4K	+$468.4K	$23.2M
29	REBALANCE, LLC added	Shares	+4.9K	+$427.4K	$7.5M
30	Everhart Financial Group, Inc. added	Shares	+5.0K	+$403.3K	$904.3K
31	Plancorp, LLC new	Shares	+4.8K	+$377.7K	$377.7K
32	Grey Fox Wealth Advisors, LLC added	Shares	+4.4K	+$363.9K	$2.3M
33	Strategic Blueprint, LLC added	Shares	+4.2K	+$341.3K	$1.0M
34	Financial & Tax Architects, LLC added	Shares	+3.9K	+$332.6K	$4.1M
35	CITY HOLDING CO added	Shares	+3.9K	+$327.2K	$3.0M
36	Gladwyn Financial Advisors, Inc. added	Shares	+3.8K	+$324.1K	$3.6M
37	Centerline Wealth Advisors, LLC new	Shares	+3.6K	+$291.8K	$291.8K
38	GK Wealth Management LLC new	Shares	+3.4K	+$268.5K	$268.5K
39	STERLING INVESTMENT ADVISORS LLC /ADV added	Shares	+3.1K	+$265.6K	$4.4M
40	Beirne Wealth Consulting Services, LLC added	Shares	+2.8K	+$260.7K	$7.1M
41	Activest Wealth Management added	Shares	+3.1K	+$250.3K	$1.1M
42	Police & Firemen's Retirement System of New Jersey new	Shares	+3.1K	+$247.9K	$247.9K
43	Cordoba Advisory Partners LLC added	Shares	+2.7K	+$239.9K	$5.3M
44	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+2.8K	+$239.5K	$3.6M
45	Legacy Wealth Partners, LLC added	Shares	+2.5K	+$233.7K	$7.0M
46	Crown Wealth Group, LLC new	Shares	+2.9K	+$230.2K	$230.2K
47	MATAURO, LLC new	Shares	+2.8K	+$227.4K	$227.4K
48	COREPATH WEALTH PARTNERS LLC added	Shares	+3.1K	+$224.6K	$3.8M
49	Security Financial Services, INC. new	Shares	+2.8K	+$220.0K	$220.0K
50	Revisor Wealth Management LLC new	Shares	+2.7K	+$219.4K	$219.4K

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