Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	861.2KSH	$38.9M
2	WALLER FINANCIAL PLANNING GROUP, INC	Shares	624.3KSH	$28.2M
3	Merit Financial Group, LLC	Shares	620.2KSH	$28.0M
4	Ameliora Wealth Management Ltd.	Shares	429.9KSH	$19.4M
5	DORVAL Corp	Shares	408.5KSH	$18.4M
6	Envestnet Portfolio Solutions, Inc.	Shares	352.9KSH	$15.9M
7	Heck Capital Advisors, LLC	Shares	269.4KSH	$12.2M
8	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	255.7KSH	$11.5M
9	Kelly Financial Services LLC	Shares	253.4KSH	$11.4M
10	EXCHANGE TRADED CONCEPTS, LLC	Shares	166.6KSH	$7.5M
11	Systelligence, LLC	Shares	158.6KSH	$7.2M
12	Breakwater Capital Group	Shares	135.8KSH	$6.1M
13	Hoese & Co LLP	Shares	109.6KSH	$4.9M
14	Accel Wealth Management	Shares	88.0KSH	$4.0M
15	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	84.8KSH	$3.8M
16	Altus Wealth Management, LLC	Shares	69.2KSH	$3.1M
17	Fermata Advisors, LLC	Shares	45.1KSH	$2.0M
18	Farther Finance Advisors, LLC	Shares	41.1KSH	$1.9M
19	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	36.6KSH	$1.7M
20	RFG Advisory, LLC	Shares	34.3KSH	$1.5M
21	Two West Capital Advisors LLC	Shares	28.2KSH	$1.3M
22	ShoreHaven Wealth Partners, LLC	Shares	27.4KSH	$1.2M
23	Wealth Management Associates, Inc.	Shares	27.1KSH	$1.2M
24	FORTE ASSET MANAGEMENT LLC	Shares	24.4KSH	$1.1M
25	IFP Advisors, Inc	Shares	23.2KSH	$1.0M
26	Paller Financial Services Inc	Shares	22.3KSH	$1.0M
27	Apollon Wealth Management, LLC	Shares	18.0KSH	$809.8K
28	Madson Wealth Advisors Inc	Shares	14.9KSH	$670.4K
29	LOCKERMAN FINANCIAL GROUP, INC.	Shares	14.8KSH	$669.9K
30	McGlone Suttner Wealth Management, Inc.	Shares	13.0KSH	$586.8K
31	1620 INVESTMENT ADVISORS, INC.	Shares	12.8KSH	$577.1K
32	CPA Asset Management Group, LLC	Shares	12.2KSH	$548.5K
33	Riverbend Wealth Management, LLC	Shares	12.1KSH	$543.9K
34	GC Wealth Management RIA, LLC	Shares	10.5KSH	$473.2K
35	Composition Wealth, LLC	Shares	10.2KSH	$459.1K
36	Strategic Blueprint, LLC	Shares	9.8KSH	$439.9K
37	Sequoia Financial Advisors, LLC	Shares	9.7KSH	$436.7K
38	PATTON ALBERTSON MILLER GROUP, LLC	Shares	8.4KSH	$380.1K
39	Arlington Trust Co LLC	Shares	8.2KSH	$371.3K
40	Vision Retirement, LLC	Shares	7.9KSH	$355.8K
41	SteelPeak Wealth, LLC	Shares	7.3KSH	$330.0K
42	Stronghold Wealth Management L.L.C.	Shares	6.7KSH	$301.2K
43	Embree Financial Group	Shares	6.0KSH	$270.3K
44	SigFig Wealth Management, LLC	Shares	5.9KSH	$268.2K
45	Kraft, Davis & Associates, LLC	Shares	6.0KSH	$266.5K
46	GEM Asset Management, LLC	Shares	5.2KSH	$232.4K
47	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.1KSH	$229.9K
48	Barnes Wealth Management Group, Inc	Shares	4.8KSH	$215.4K
49	Oregon Pacific Wealth Management, LLC	Shares	4.7KSH	$214.1K
50	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	4.6KSH	$205.5K

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

50 / 61 loaded

#		Instrument
1	Heck Capital Advisors, LLC new	Shares	+269.4K	+$12.2M	$12.2M
2	Kelly Financial Services LLC added	Shares	+163.1K	+$7.4M	$11.4M
3	Systelligence, LLC new	Shares	+158.6K	+$7.2M	$7.2M
4	Envestnet Portfolio Solutions, Inc. added	Shares	+108.9K	+$4.9M	$15.9M
5	Merit Financial Group, LLC added	Shares	+94.5K	+$4.3M	$28.0M
6	Hennion & Walsh Asset Management, Inc. added	Shares	+78.3K	+$3.6M	$38.9M
7	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+27.2K	+$1.2M	$3.8M
8	WALLER FINANCIAL PLANNING GROUP, INC added	Shares	+11.9K	+$568.4K	$28.2M
9	DORVAL Corp added	Shares	+9.3K	+$441.5K	$18.4M
10	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+6.6K	+$297.6K	$1.7M
11	Kraft, Davis & Associates, LLC new	Shares	+6.0K	+$266.5K	$266.5K
12	Ameliora Wealth Management Ltd. added	Shares	+5.2K	+$257.5K	$19.4M
13	Barnes Wealth Management Group, Inc new	Shares	+4.8K	+$215.4K	$215.4K
14	LOCKERMAN FINANCIAL GROUP, INC. added	Shares	+4.8K	+$215.0K	$669.9K
15	Oregon Pacific Wealth Management, LLC new	Shares	+4.7K	+$214.1K	$214.1K
16	Farther Finance Advisors, LLC added	Shares	+4.3K	+$203.0K	$1.9M
17	RFG Advisory, LLC added	Shares	+4.0K	+$180.2K	$1.5M
18	Strategic Blueprint, LLC added	Shares	+2.9K	+$131.3K	$439.9K
19	FORTE ASSET MANAGEMENT LLC added	Shares	+1.3K	+$61.7K	$1.1M
20	Embree Financial Group added	Shares	+1.2K	+$53.6K	$270.3K
21	Hoese & Co LLP added	Shares	+824	+$42.6K	$4.9M
22	Paller Financial Services Inc added	Shares	+780	+$36.3K	$1.0M
23	ShoreHaven Wealth Partners, LLC added	Shares	+703	+$33.0K	$1.2M
24	Vision Retirement, LLC added	Shares	+474	+$21.8K	$355.8K
25	SigFig Wealth Management, LLC added	Shares	+340	+$16.6K	$268.2K
26	Riverbend Wealth Management, LLC added	Shares	+333	+$15.6K	$543.9K
27	Madson Wealth Advisors Inc added	Shares	+203	+$9.9K	$670.4K
28	Stronghold Wealth Management L.L.C. added	Shares	+173	+$8.1K	$301.2K
29	Sequoia Financial Advisors, LLC added	Shares	+113	+$5.6K	$436.7K
30	Cape Investment Advisory, Inc. new	Shares	+97	+$4.4K	$4.4K
31	Wealth Management Associates, Inc. added	Shares	+15	+$2.0K	$1.2M
32	GEM Asset Management, LLC added	Shares	+29	+$1.6K	$232.4K
33	Arlington Trust Co LLC unchanged	Shares	0	+$411	$371.3K
34	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$255	$229.9K
35	Capital Investment Advisory Services, LLC added	Shares	+1	+$83	$6.0K
36	CoreCap Advisors, LLC unchanged	Shares	0	+$38	$34.5K
37	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$10	$8.5K
38	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$32	$32.5K
39	PARK AVENUE SECURITIES LLC trimmed	Shares	-17.2K	-$768	$5.2K
40	Mosley Wealth Management exited	Shares	-19	-$875	$0
41	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-90	-$3.8K	$205.5K
42	AdvisorNet Financial, Inc exited	Shares	-209	-$9.4K	$0
43	Scarborough Advisors, LLC exited	Shares	-592	-$26.7K	$0
44	Altus Wealth Management, LLC trimmed	Shares	-776	-$31.5K	$3.1M
45	Accel Wealth Management trimmed	Shares	-1.1K	-$47.3K	$4.0M
46	Composition Wealth, LLC trimmed	Shares	-1.1K	-$51.3K	$459.1K
47	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-2.3K	-$103.8K	$577.1K
48	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+101.5K	-$133.5K	$2.3K
49	GC Wealth Management RIA, LLC trimmed	Shares	-3.0K	-$135.8K	$473.2K
50	Apollon Wealth Management, LLC trimmed	Shares	-3.6K	-$161.1K	$809.8K

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