Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 237 loaded

#		Instrument	quantity
1	Bank of Finland	Shares	3.3MSH	$293.9M
2	Auto-Owners Insurance Co	Shares	2.4MSH	$214.7M
3	TFC Financial Management, Inc.	Shares	1.4MSH	$122.6M
4	Foster Group, Inc.	Shares	789.4KSH	$70.3M
5	RIVERSEDGE ADVISORS, LLC	Shares	661.7KSH	$58.9M
6	AMARILLO NATIONAL BANK	Shares	602.8KSH	$53.7M
7	Standpoint Asset Management, LLC	Shares	472.6KSH	$42.1M
8	Veery Capital, LLC	Shares	433.7KSH	$38.6M
9	Hi-Line Capital Management, LLC	Shares	419.5KSH	$37.3M
10	AAF Wealth Management, LLC	Shares	408.8KSH	$36.4M
11	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	374.3KSH	$33.3M
12	Conrad Siegel Investment Advisors, Inc.	Shares	367.3KSH	$32.7M
13	BSW Wealth Partners	Shares	336.7KSH	$30.0M
14	MBL Wealth, LLC	Shares	312.9KSH	$27.8M
15	Fortitude Family Office, LLC	Shares	306.4KSH	$27.3M
16	Retirement Management Systems Inc.	Shares	290.1KSH	$25.8M
17	Kondo Wealth Advisors, Inc.	Shares	289.0KSH	$25.7M
18	AdvisorNet Financial, Inc	Shares	277.0KSH	$24.7M
19	ABLE Financial Group, LLC	Shares	264.3KSH	$23.5M
20	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	258.3KSH	$23.0M
21	FIRST NATIONAL BANK SIOUX FALLS	Shares	247.9KSH	$22.0M
22	Columbus Macro, LLC	Shares	242.4KSH	$21.6M
23	SECURIAN ASSET MANAGEMENT, INC	Shares	231.2KSH	$20.6M
24	Relyea Zuckerberg Hanson LLC	Shares	221.4KSH	$19.7M
25	Crane Advisory, LLC	Shares	193.1KSH	$17.3M
26	Peirce Capital Management, LLC	Shares	189.9KSH	$16.9M
27	Aurdan Capital Management, LLC	Shares	176.0KSH	$15.7M
28	Oak Root LLC	Shares	171.3KSH	$15.2M
29	COURIER CAPITAL LLC	Shares	171.0KSH	$15.2M
30	Friday Financial	Shares	167.3KSH	$15.0M
31	Wealthquest Corp	Shares	166.3KSH	$14.8M
32	Merit Financial Group, LLC	Shares	162.7KSH	$14.5M
33	Alliance Private Wealth, LLC	Shares	151.6KSH	$13.5M
34	True North Advisors, LLC	Shares	146.0KSH	$13.0M
35	Tenzing Financial LLC	Shares	140.4KSH	$12.7M
36	FAMILY WEALTH PARTNERS, LLC	Shares	142.4KSH	$12.7M
37	Premier Path Wealth Partners, LLC	Shares	141.2KSH	$12.6M
38	LTS Liquid Investments LLC	Shares	137.1KSH	$12.2M
39	Klaas Financial Asset Advisors, LLC	Shares	135.9KSH	$12.1M
40	Green Ridge Wealth Planning LLC	Shares	134.9KSH	$12.0M
41	Brady Martz Wealth Solutions, LLC	Shares	134.1KSH	$11.9M
42	BROWN WEALTH MANAGEMENT, LLC	Shares	128.6KSH	$11.4M
43	Prism Planning Partners LLC	Shares	127.7KSH	$11.4M
44	JGP Wealth Management, LLC	Shares	122.9KSH	$10.9M
45	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	122.9KSH	$10.9M
46	NORRIS PERNE & FRENCH LLP/MI	Shares	119.6KSH	$10.6M
47	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	118.3KSH	$10.6M
48	Nova R Wealth, Inc.	Shares	117.0KSH	$10.4M
49	National Wealth Management Group, LLC	Shares	116.7KSH	$10.4M
50	ASPIRIANT, LLC	Shares	116.3KSH	$10.4M

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

50 / 249 loaded

#		Instrument
1	Conrad Siegel Investment Advisors, Inc. new	Shares	+367.3K	+$32.7M	$32.7M
2	Bank of Finland added	Shares	+48.4K	+$22.0M	$293.9M
3	Aurdan Capital Management, LLC new	Shares	+176.0K	+$15.7M	$15.7M
4	TFC Financial Management, Inc. added	Shares	+5.9K	+$8.0M	$122.6M
5	RIVERSEDGE ADVISORS, LLC added	Shares	+33.2K	+$6.4M	$58.9M
6	Nolet Wealth Management, LLC added	Shares	+63.5K	+$5.9M	$9.0M
7	LTS Liquid Investments LLC added	Shares	+59.3K	+$5.7M	$12.2M
8	Foster Group, Inc. added	Shares	+13.7K	+$5.4M	$70.3M
9	ABLE Financial Group, LLC added	Shares	+39.2K	+$4.7M	$23.5M
10	Premier Path Wealth Partners, LLC added	Shares	+42.9K	+$4.4M	$12.6M
11	Hi-Line Capital Management, LLC added	Shares	+23.9K	+$4.3M	$37.3M
12	Standpoint Asset Management, LLC added	Shares	+18.5K	+$4.1M	$42.1M
13	Fortitude Family Office, LLC added	Shares	+28.0K	+$4.0M	$27.3M
14	National Wealth Management Group, LLC added	Shares	+37.0K	+$3.7M	$10.4M
15	Merit Financial Group, LLC added	Shares	+33.0K	+$3.6M	$14.5M
16	Veery Capital, LLC added	Shares	+14.7K	+$3.6M	$38.6M
17	Retirement Management Systems Inc. added	Shares	+22.2K	+$3.4M	$25.8M
18	AMARILLO NATIONAL BANK added	Shares	+1.3K	+$3.4M	$53.7M
19	AdvisorNet Financial, Inc added	Shares	+18.0K	+$3.0M	$24.7M
20	Friday Financial added	Shares	+20.6K	+$2.7M	$15.0M
21	MBL Wealth, LLC added	Shares	+11.9K	+$2.7M	$27.8M
22	NORTHWEST WEALTH MANAGEMENT, LLC added	Shares	+13.8K	+$2.6M	$23.0M
23	Kondo Wealth Advisors, Inc. added	Shares	+11.7K	+$2.5M	$25.7M
24	AAF Wealth Management, LLC trimmed	Shares	-1.3K	+$2.1M	$36.4M
25	Peirce Capital Management, LLC added	Shares	+11.4K	+$2.0M	$16.9M
26	HBE Wealth Management, LLC added	Shares	+18.3K	+$1.9M	$6.5M
27	Relyea Zuckerberg Hanson LLC added	Shares	+8.3K	+$1.9M	$19.7M
28	Apollon Wealth Management, LLC new	Shares	+20.5K	+$1.8M	$1.8M
29	Green Ridge Wealth Planning LLC added	Shares	+12.6K	+$1.8M	$12.0M
30	BROWN WEALTH MANAGEMENT, LLC added	Shares	+12.2K	+$1.7M	$11.4M
31	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+12.0K	+$1.7M	$10.9M
32	Kaufman Rossin Wealth, LLC added	Shares	+12.7K	+$1.6M	$9.2M
33	Columbus Macro, LLC added	Shares	+3.1K	+$1.6M	$21.6M
34	COURIER CAPITAL LLC added	Shares	+7.6K	+$1.6M	$15.2M
35	Crane Advisory, LLC added	Shares	+14.5K	+$1.4M	$17.3M
36	BSW Wealth Partners trimmed	Shares	-5.4K	+$1.4M	$30.0M
37	Interchange Capital Partners, LLC new	Shares	+15.4K	+$1.4M	$1.4M
38	JGP Wealth Management, LLC added	Shares	+7.6K	+$1.3M	$10.9M
39	Sequoia Financial Advisors, LLC added	Shares	+13.5K	+$1.3M	$2.3M
40	Brady Martz Wealth Solutions, LLC added	Shares	+5.7K	+$1.2M	$11.9M
41	FAMILY WEALTH PARTNERS, LLC added	Shares	+4.9K	+$1.2M	$12.7M
42	ASPIRIANT, LLC added	Shares	+5.6K	+$1.1M	$10.4M
43	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.5K	+$1.1M	$10.6M
44	EASTERN BANK added	Shares	+11.9K	+$1.1M	$1.1M
45	Prism Planning Partners LLC added	Shares	+4.1K	+$1.0M	$11.4M
46	Nova R Wealth, Inc. added	Shares	+3.3K	+$909.7K	$10.4M
47	Acropolis Investment Management, LLC new	Shares	+10.2K	+$906.8K	$906.8K
48	HMV Wealth Advisors, LLC added	Shares	+6.0K	+$903.1K	$6.6M
49	Compass Wealth Management, LLC/GA added	Shares	+5.0K	+$850.6K	$7.1M
50	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-5.0K	+$821.5K	$20.6M

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