Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 729 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.6MSH	$1.62B
2	Arizona PSPRS Trust	PUT	11.5MSH	$1.14B
3	Constellation Investments, Inc.	Shares	5.6MSH	$556.7M
4	D.A. DAVIDSON & CO.	Shares	5.3MSH	$524.1M
5	Simplify Asset Management Inc.	Shares	5.0MSH	$499.0M
6	SigFig Wealth Management, LLC	Shares	4.3MSH	$423.5M
7	FACTORY MUTUAL INSURANCE CO	Shares	2.9MSH	$291.1M
8	Stairway Partners, LLC	Shares	2.8MSH	$278.1M
9	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.8MSH	$277.3M
10	Blue Trust, Inc.	Shares	2.4MSH	$239.5M
11	Envestnet Portfolio Solutions, Inc.	Shares	2.2MSH	$216.2M
12	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	1.7MSH	$172.4M
13	REBALANCE, LLC	Shares	1.6MSH	$161.2M
14	FIRST CITIZENS BANK & TRUST CO	Shares	1.3MSH	$132.8M
15	Graves Light Lenhart Wealth, Inc.	Shares	1.1MSH	$109.1M
16	Center for Financial Planning, Inc.	Shares	1.1MSH	$107.3M
17	Affiance Financial, LLC	Shares	990.5KSH	$98.0M
18	Brookstone Capital Management	Shares	979.7KSH	$97.0M
19	Cordoba Advisory Partners LLC	Shares	896.1KSH	$88.7M
20	Mirae Asset Global Investments Co., Ltd.	Shares	864.6KSH	$85.6M
21	FORM Wealth Advisors, LLC	Shares	834.8KSH	$82.6M
22	JOHNSON INVESTMENT COUNSEL INC	Shares	829.5KSH	$82.1M
23	JFS WEALTH ADVISORS, LLC	Shares	741.9KSH	$73.4M
24	BAR HARBOR WEALTH MANAGEMENT	Shares	737.2KSH	$73.0M
25	RATIONAL ADVISORS, INC.	Shares	735.0KSH	$72.8M
26	Bell Bank	Shares	706.2KSH	$69.9M
27	Charles Schwab Trust Co	Shares	699.2KSH	$69.2M
28	Prentice Wealth Management LLC	Shares	682.2KSH	$67.5M
29	Trust Co	Shares	675.1KSH	$66.8M
30	Octavia Wealth Advisors, LLC	Shares	670.6KSH	$66.4M
31	Focus Financial Network, Inc.	Shares	641.8KSH	$63.5M
32	a16z Perennial Management, L.P.	Shares	615.3KSH	$61.0M
33	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	567.4KSH	$56.2M
34	GoalFusion Wealth Management, LLC	Shares	560.2KSH	$55.4M
35	Bricktown Capital, LLC	Shares	556.7KSH	$55.1M
36	Mascoma Wealth Management LLC	Shares	539.6KSH	$53.4M
37	Composition Wealth, LLC	Shares	529.9KSH	$52.4M
38	FLAGSHIP HARBOR ADVISORS, LLC	Shares	525.9KSH	$52.1M
39	Twele Capital Management, Inc.	Shares	515.6KSH	$51.0M
40	Abound Wealth Management	Shares	510.0KSH	$50.5M
41	Single Point Partners, LLC	Shares	1.6MSH	$50.1M
42	Legacy Wealth Partners, LLC	Shares	479.0KSH	$47.4M
43	Cornerstone Management, Inc.	Shares	464.9KSH	$46.0M
44	Legacy Financial Strategies, LLC	Shares	458.4KSH	$45.4M
45	AMARILLO NATIONAL BANK	Shares	448.5KSH	$44.4M
46	DB Fitzpatrick & Co, Inc	Shares	444.9KSH	$44.0M
47	Wealthcare Advisory Partners LLC	Shares	442.1KSH	$43.8M
48	Arbor Investment Advisors, LLC	Shares	416.7KSH	$41.2M
49	Commonwealth Financial Services, LLC	Shares	407.6KSH	$40.3M
50	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	388.7KSH	$38.5M

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

50 / 769 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.7M	+$146.7M	$1.62B
2	FACTORY MUTUAL INSURANCE CO added	Shares	+1.1M	+$110.1M	$291.1M
3	Simplify Asset Management Inc. added	Shares	+941.7K	+$92.0M	$499.0M
4	Cordoba Advisory Partners LLC new	Shares	+896.1K	+$88.7M	$88.7M
5	Commonwealth Financial Services, LLC new	Shares	+407.6K	+$40.3M	$40.3M
6	BUFFALO BUSINESS & ESTATE SERVICES LTD new	Principal	+386.7K	+$38.3M	$38.3M
7	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+375.3K	+$36.4M	$277.3M
8	Stairway Partners, LLC added	Shares	+374.0K	+$36.3M	$278.1M
9	STRATEGIC INVESTMENT MANAGEMENT, LLC new	Shares	+344.6K	+$34.1M	$34.1M
10	FORM Wealth Advisors, LLC added	Shares	+328.3K	+$32.4M	$82.6M
11	a16z Perennial Management, L.P. added	Shares	+294.1K	+$29.1M	$61.0M
12	Columbia Bank added	Shares	+183.6K	+$18.2M	$23.9M
13	REBALANCE, LLC added	Shares	+168.8K	+$16.3M	$161.2M
14	SigFig Wealth Management, LLC added	Shares	+146.4K	+$15.0M	$423.5M
15	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+150.1K	+$14.7M	$52.1M
16	J.W. COLE ADVISORS, INC. new	Shares	+135.1K	+$13.4M	$13.4M
17	D.A. DAVIDSON & CO. added	Shares	+128.2K	+$11.2M	$524.1M
18	Cornerstone National Bank & Trust Co added	Shares	+88.8K	+$8.7M	$14.5M
19	Arizona PSPRS Trust added	PUT	+121.3K	+$8.7M	$1.14B
20	BayBridge Capital Group, LLC added	Shares	+66.2K	+$6.3M	$32.4M
21	Kopp Family Office, LLC added	Shares	+62.3K	+$6.1M	$33.4M
22	Graves Light Lenhart Wealth, Inc. added	Shares	+60.0K	+$5.6M	$109.1M
23	Octavia Wealth Advisors, LLC added	Shares	+56.8K	+$5.4M	$66.4M
24	Bell Bank added	Shares	+49.8K	+$4.7M	$69.9M
25	WEST PACES ADVISORS INC. new	Shares	+47.0K	+$4.6M	$4.6M
26	Composition Wealth, LLC added	Shares	+47.7K	+$4.6M	$52.4M
27	Grey Fox Wealth Advisors, LLC added	Shares	+45.8K	+$4.4M	$33.2M
28	Bryant Woods Investment Advisors, LLC new	Shares	+43.2K	+$4.3M	$4.3M
29	Snider Financial Group added	Shares	+43.0K	+$4.2M	$24.4M
30	FLAGSTAR SECURITIES, INC added	Shares	+41.5K	+$4.1M	$7.4M
31	JFS WEALTH ADVISORS, LLC added	Shares	+41.2K	+$3.9M	$73.4M
32	Twele Capital Management, Inc. added	Shares	+40.2K	+$3.8M	$51.0M
33	ASPIRIANT, LLC added	Shares	+39.5K	+$3.8M	$26.1M
34	MEITAV INVESTMENT HOUSE LTD new	Shares	+38.7K	+$3.8M	$3.8M
35	WATERSHED PRIVATE WEALTH LLC added	Shares	+38.3K	+$3.7M	$20.1M
36	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+41.3K	+$3.6M	$172.4M
37	Brookstone Capital Management added	Shares	+38.9K	+$3.6M	$97.0M
38	Wealthcare Advisory Partners LLC added	Shares	+36.6K	+$3.5M	$43.8M
39	GoalFusion Wealth Management, LLC added	Shares	+36.5K	+$3.5M	$55.4M
40	Focus Financial Network, Inc. added	Shares	+33.4K	+$3.1M	$63.5M
41	Single Point Partners, LLC added	Shares	+36.7K	+$3.1M	$50.1M
42	NWAM LLC added	Shares	+31.5K	+$3.1M	$15.4M
43	Mascoma Wealth Management LLC added	Shares	+32.5K	+$3.1M	$53.4M
44	ACORN FINANCIAL ADVISORY SERVICES INC /ADV added	Shares	+31.2K	+$2.9M	$56.2M
45	WEALTHCARE CAPITAL MANAGEMENT LLC added	Shares	+29.6K	+$2.9M	$4.5M
46	Prentice Wealth Management LLC added	Shares	+30.4K	+$2.8M	$67.5M
47	Pacific Excel Wealth Advisors, Inc. new	Shares	+28.1K	+$2.8M	$2.8M
48	Abound Wealth Management added	Shares	+29.2K	+$2.7M	$50.5M
49	Mirae Asset Global Investments Co., Ltd. added	Shares	+29.6K	+$2.7M	$85.6M
50	JOHNSON INVESTMENT COUNSEL INC added	Shares	+29.4K	+$2.7M	$82.1M

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