Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 144 loaded

#		Instrument	quantity
1	HM PAYSON & CO	Shares	4.2MSH	$100.6M
2	Gratus Wealth Advisors, LLC	Shares	1.5MSH	$36.4M
3	HOWLAND CAPITAL MANAGEMENT LLC	Shares	1.3MSH	$32.4M
4	RVW Wealth, LLC	Shares	1.3MSH	$30.8M
5	BENJAMIN EDWARDS INC	Shares	818.4KSH	$19.8M
6	Mesirow Financial Investment Management, Inc.	Shares	742.1KSH	$18.0M
7	REBALANCE, LLC	Shares	714.3KSH	$17.3M
8	Strid Group, LLC	Shares	610.9KSH	$14.8M
9	NOVEM GROUP	Shares	588.3KSH	$14.2M
10	ARCADIA INVESTMENT ADVISORS LLC	Shares	393.5KSH	$9.5M
11	Merit Financial Group, LLC	Shares	381.3KSH	$9.2M
12	IFP Advisors, Inc	Shares	370.8KSH	$9.0M
13	Windsor Capital Management, LLC	Shares	363.9KSH	$8.8M
14	InvesTrust	Shares	353.8KSH	$8.6M
15	Composition Wealth, LLC	Shares	351.6KSH	$8.5M
16	Ironwood Financial, llc	Shares	350.5KSH	$8.5M
17	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	346.5KSH	$8.4M
18	Great Diamond Partners, LLC	Shares	323.7KSH	$7.8M
19	PFG Private Wealth Management, LLC	Shares	309.3KSH	$7.5M
20	Kesler, Norman & Wride, LLC	Shares	298.2KSH	$7.2M
21	Praetorian Wealth Management, Inc.	Shares	284.7KSH	$6.9M
22	Quantum Financial Advisors, LLC	Shares	271.7KSH	$6.6M
23	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	262.0KSH	$6.3M
24	SAX WEALTH ADVISORS, LLC	Shares	260.1KSH	$6.3M
25	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	Principal	249.9KPRN	$6.1M
26	Winthrop Partners - WNY, LLC	Shares	246.2KSH	$6.0M
27	SONATA CAPITAL GROUP INC	Shares	237.1KSH	$5.7M
28	Crews Bank & Trust	Shares	226.4KSH	$5.5M
29	Penobscot Investment Management Company, Inc.	Shares	223.1KSH	$5.4M
30	Prospera Financial Services Inc	Principal	222.0KPRN	$5.4M
31	Sowell Financial Services LLC	Shares	186.0KSH	$4.5M
32	Robbins Farley	Shares	184.6KSH	$4.5M
33	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	182.4KSH	$4.4M
34	Sightline Wealth Advisors, LLC	Shares	181.4KSH	$4.4M
35	Laurel Wealth Advisors LLC	Shares	176.1KSH	$4.3M
36	PRECEDENT WEALTH PARTNERS, LLC	Shares	169.4KSH	$4.1M
37	Commonwealth Financial Services, LLC	Shares	164.7KSH	$4.0M
38	TLWM	Shares	163.5KSH	$4.0M
39	Evergreen Private Wealth LLC	Shares	156.8KSH	$3.8M
40	MEMBERS WEALTH LLC	Shares	152.8KSH	$3.7M
41	HARBOR INVESTMENT ADVISORY, LLC	Shares	129.1KSH	$3.1M
42	High Note Wealth, LLC	Shares	121.1KSH	$2.9M
43	LifePlan Financial, LLC	Shares	120.1KSH	$2.9M
44	CARY STREET PARTNERS FINANCIAL LLC	Shares	118.2KSH	$2.9M
45	Breachway Investments LLC	Shares	114.8KSH	$2.8M
46	McGlone Suttner Wealth Management, Inc.	Shares	114.5KSH	$2.8M
47	RIVERCHASE WEALTH MANAGEMENT, LLC	Shares	112.1KSH	$2.7M
48	Marathon Mission, Inc.	Shares	110.0KSH	$2.7M
49	Cornell Pochily Investment Advisors, Inc.	Shares	104.8KSH	$2.5M
50	Foundry Financial Group, Inc.	Shares	104.2KSH	$2.5M

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

50 / 157 loaded

#		Instrument
1	Windsor Capital Management, LLC new	Shares	+363.9K	+$8.8M	$8.8M
2	VIRGINIA WEALTH MANAGEMENT GROUP, INC. new	Principal	+249.9K	+$6.1M	$6.1M
3	Great Diamond Partners, LLC added	Shares	+153.6K	+$3.7M	$7.8M
4	Ironwood Financial, llc added	Shares	+69.4K	+$1.6M	$8.5M
5	NOVEM GROUP added	Shares	+67.8K	+$1.6M	$14.2M
6	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+67.1K	+$1.6M	$32.4M
7	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+60.9K	+$1.5M	$6.3M
8	High Note Wealth, LLC added	Shares	+60.5K	+$1.5M	$2.9M
9	RVW Wealth, LLC added	Shares	+54.4K	+$1.3M	$30.8M
10	Farther Finance Advisors, LLC added	Shares	+45.1K	+$1.1M	$1.9M
11	Prospera Financial Services Inc added	Principal	+45.3K	+$1.1M	$5.4M
12	Sightline Wealth Advisors, LLC added	Shares	+40.8K	+$985.4K	$4.4M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+38.3K	+$922.3K	$4.4M
14	Gratus Wealth Advisors, LLC added	Shares	+36.3K	+$850.1K	$36.4M
15	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+32.9K	+$790.0K	$8.4M
16	Physician Wealth Advisors, Inc. added	Shares	+31.5K	+$762.9K	$928.4K
17	BENJAMIN EDWARDS INC added	Shares	+30.4K	+$721.4K	$19.8M
18	Merit Financial Group, LLC added	Shares	+27.0K	+$646.0K	$9.2M
19	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+23.8K	+$573.2K	$4.1M
20	SUMMITRY LLC added	Shares	+22.7K	+$549.8K	$1.1M
21	Quantum Financial Advisors, LLC added	Shares	+21.4K	+$514.0K	$6.6M
22	Composition Wealth, LLC added	Shares	+20.6K	+$491.9K	$8.5M
23	Penobscot Investment Management Company, Inc. added	Shares	+20.0K	+$481.3K	$5.4M
24	ARCADIA INVESTMENT ADVISORS LLC added	Shares	+18.0K	+$429.6K	$9.5M
25	HM PAYSON & CO added	Shares	+18.8K	+$371.6K	$100.6M
26	Trust Point Inc. added	Shares	+15.1K	+$364.8K	$596.8K
27	MEMBERS WEALTH LLC added	Shares	+14.8K	+$357.4K	$3.7M
28	Scott Capital Advisors, LLC new	Shares	+14.3K	+$345.5K	$345.5K
29	SIGNATUREFD, LLC added	Shares	+13.8K	+$334.1K	$1.6M
30	Berkshire Money Management, Inc. new	Shares	+12.2K	+$295.8K	$295.8K
31	Cyr Financial Inc. new	Shares	+12.2K	+$294.4K	$294.4K
32	Robbins Farley added	Shares	+11.9K	+$283.6K	$4.5M
33	BARRETT & COMPANY, INC. added	Shares	+11.2K	+$270.7K	$1.8M
34	McGlone Suttner Wealth Management, Inc. added	Shares	+10.2K	+$244.4K	$2.8M
35	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+9.9K	+$238.8K	$2.9M
36	Walser Wealth Management Company, A Ltd Liability Co added	Shares	+9.3K	+$223.8K	$942.7K
37	Laurel Wealth Advisors LLC added	Shares	+8.4K	+$208.5K	$4.3M
38	Evergreen Private Wealth LLC added	Shares	+8.5K	+$204.0K	$3.8M
39	Segment Wealth Management, LLC added	Shares	+8.4K	+$201.1K	$1.7M
40	Wealth Advisory Solutions, LLC added	Shares	+7.6K	+$183.5K	$770.3K
41	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+7.3K	+$174.2K	$3.1M
42	GAMMA Investing LLC added	Shares	+7.1K	+$172.7K	$288.9K
43	MIDLAND WEALTH ADVISORS, LLC added	Shares	+6.5K	+$156.5K	$376.0K
44	Community Financial Services Group, LLC new	Shares	+6.1K	+$147.5K	$147.5K
45	InvesTrust added	Shares	+6.0K	+$139.1K	$8.6M
46	J. L. Bainbridge & Co., Inc. added	Shares	+4.5K	+$108.7K	$431.8K
47	KOM Wealth Management Group, LLC added	Shares	+4.0K	+$96.6K	$908.4K
48	Crews Bank & Trust added	Shares	+3.9K	+$89.2K	$5.5M
49	LifePlan Financial, LLC added	Shares	+2.9K	+$68.6K	$2.9M
50	DecisionMap Wealth Management, LLC added	Shares	+2.7K	+$64.5K	$787.1K

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