Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 206 loaded

#		Instrument	quantity
1	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	1.2MSH	$51.0M
2	GHP Investment Advisors, Inc.	Shares	778.6KSH	$32.3M
3	Berkshire Money Management, Inc.	Shares	551.3KSH	$22.8M
4	SECURIAN ASSET MANAGEMENT, INC	Shares	500.0KSH	$21.5M
5	AdvisorNet Financial, Inc	Shares	421.3KSH	$17.5M
6	Johnson & White Wealth Management, LLC	Shares	283.5KSH	$11.7M
7	Bangor Savings Bank	Shares	283.0KSH	$11.7M
8	Hennion & Walsh Asset Management, Inc.	Shares	272.9KSH	$11.3M
9	Capital Advisors Wealth Management, LLC	Shares	264.0KSH	$10.9M
10	Enclave Advisors LLC	Shares	241.2KSH	$10.0M
11	FORTE ASSET MANAGEMENT LLC	Shares	196.3KSH	$8.1M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	190.3KSH	$8.0M
13	Angeles Investment Advisors, LLC	Shares	187.7KSH	$7.8M
14	Farther Finance Advisors, LLC	Shares	185.9KSH	$7.7M
15	Murphy, Middleton, Hinkle & Parker, Inc.	Shares	184.3KSH	$7.6M
16	San Luis Wealth Advisors LLC	Shares	181.7KSH	$7.5M
17	Ocean Park Asset Management, LLC	Shares	153.7KSH	$6.4M
18	Heartwood Wealth Advisors LLC	Shares	151.2KSH	$6.3M
19	Wealth Management Associates, Inc.	Shares	149.4KSH	$6.2M
20	ARVEST INVESTMENTS, INC.	Shares	148.6KSH	$6.2M
21	J.W. COLE ADVISORS, INC.	Shares	146.5KSH	$6.1M
22	Prota Financial, LLC	Shares	130.4KSH	$5.4M
23	Sterling Wealth Advisors Inc	Shares	126.8KSH	$5.3M
24	Fortitude Family Office, LLC	Shares	119.3KSH	$4.9M
25	Winthrop Partners - WNY, LLC	Shares	107.8KSH	$4.5M
26	BFI Infinity Ltd.	Shares	107.4KSH	$4.4M
27	D.A. DAVIDSON & CO.	Shares	94.9KSH	$3.9M
28	Brady Martz Wealth Solutions, LLC	Shares	91.7KSH	$3.8M
29	MARINO, STRAM & ASSOCIATES LLC	Shares	85.4KSH	$3.5M
30	NAN FUNG TRINITY (HK) Ltd	Shares	77.8KSH	$3.2M
31	Fifth Third Wealth Advisors LLC	Shares	66.7KSH	$2.8M
32	bLong Financial, LLC	Shares	64.7KSH	$2.7M
33	Financial Perspectives, Inc	Shares	63.1KSH	$2.6M
34	Wealth Advisory Solutions, LLC	Shares	61.9KSH	$2.6M
35	IFP Advisors, Inc	Shares	61.9KSH	$2.6M
36	Golden State Wealth Management, LLC	Shares	61.7KSH	$2.6M
37	Mirae Asset Global Investments Co., Ltd.	Shares	61.0KSH	$2.5M
38	Cooper Financial Group	Shares	58.7KSH	$2.4M
39	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	58.0KSH	$2.4M
40	Park Edge Advisors, LLC	Shares	56.3KSH	$2.3M
41	Cornell Pochily Investment Advisors, Inc.	Shares	55.5KSH	$2.3M
42	Sound Stewardship, LLC	Shares	54.5KSH	$2.3M
43	180 WEALTH ADVISORS, LLC	Shares	54.2KSH	$2.2M
44	FINANCIAL ADVISORY PARTNERS, LLC	Shares	51.1KSH	$2.1M
45	Integras Partners LLC	Shares	50.4KSH	$2.1M
46	Prospera Financial Services Inc	Shares	45.7KSH	$1.9M
47	Three Bearings Fiduciary Advisors, Inc.	Shares	43.9KSH	$1.8M
48	JNBA Financial Advisors	Shares	42.8KSH	$1.8M
49	Composition Wealth, LLC	Shares	42.7KSH	$1.8M
50	Ignite Planners, LLC	Shares	40.5KSH	$1.7M

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

50 / 214 loaded

#		Instrument
1	Angeles Investment Advisors, LLC added	Shares	+182.0K	+$7.5M	$7.8M
2	J.W. COLE ADVISORS, INC. new	Shares	+146.5K	+$6.1M	$6.1M
3	Enclave Advisors LLC added	Shares	+64.3K	+$2.5M	$10.0M
4	ARVEST INVESTMENTS, INC. added	Shares	+28.7K	+$1.1M	$6.2M
5	JFS WEALTH ADVISORS, LLC added	Shares	+16.2K	+$662.9K	$944.3K
6	Eagle Strategies LLC added	Shares	+15.9K	+$642.2K	$1.2M
7	Capital Advisors Wealth Management, LLC added	Shares	+20.6K	+$580.0K	$10.9M
8	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+13.3K	+$532.8K	$1.2M
9	Curbstone Financial Management Corp added	Shares	+13.3K	+$522.6K	$1.7M
10	BENJAMIN EDWARDS INC added	Shares	+11.9K	+$466.1K	$1.5M
11	Envestnet Portfolio Solutions, Inc. new	Shares	+10.7K	+$441.9K	$441.9K
12	Platform Technology Partners new	Shares	+10.3K	+$426.3K	$426.3K
13	Fifth Third Wealth Advisors LLC added	Shares	+11.6K	+$417.0K	$2.8M
14	Berkshire Money Management, Inc. added	Shares	+23.9K	+$392.2K	$22.8M
15	MARINO, STRAM & ASSOCIATES LLC added	Shares	+10.5K	+$349.8K	$3.5M
16	Cornerstone Wealth Management, LLC added	Shares	+8.8K	+$344.0K	$1.1M
17	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+8.8K	+$335.2K	$1.5M
18	Murphy, Middleton, Hinkle & Parker, Inc. added	Shares	+12.4K	+$317.5K	$7.6M
19	San Luis Wealth Advisors LLC added	Shares	+11.7K	+$292.4K	$7.5M
20	Symmetry Partners, LLC new	Shares	+7.0K	+$291.9K	$291.9K
21	Turning Point Benefit Group, Inc. added	Shares	+6.6K	+$266.1K	$466.5K
22	Abundance Wealth Counselors new	Shares	+6.3K	+$260.1K	$260.1K
23	FIRST HORIZON CORP new	Shares	+6.2K	+$255.0K	$255.0K
24	Revolve Wealth Partners, LLC new	Shares	+6.0K	+$248.2K	$248.2K
25	Composition Wealth, LLC added	Shares	+6.9K	+$244.6K	$1.8M
26	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$225.0K	$21.5M
27	OLD NATIONAL BANCORP /IN/ new	Shares	+5.4K	+$221.8K	$221.8K
28	Aventura Private Wealth, LLC new	Shares	+5.0K	+$207.2K	$207.2K
29	Financial Partners Group, Inc new	Shares	+4.9K	+$201.0K	$201.0K
30	IFP Advisors, Inc added	Shares	+5.9K	+$183.1K	$2.6M
31	Cape Investment Advisory, Inc. new	Shares	+4.2K	+$173.1K	$173.1K
32	Cornell Pochily Investment Advisors, Inc. added	Shares	+5.1K	+$153.4K	$2.3M
33	Aureum Wealth Management, LLC added	Shares	+3.6K	+$136.2K	$574.9K
34	Johnson & White Wealth Management, LLC added	Shares	+10.1K	+$108.0K	$11.7M
35	Cooper Financial Group added	Shares	+4.0K	+$103.6K	$2.4M
36	FINANCIAL CONSULATE, INC new	Shares	+2.0K	+$81.5K	$81.5K
37	BARRETT & COMPANY, INC. added	Shares	+2.1K	+$79.1K	$416.0K
38	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV added	Shares	+2.0K	+$75.2K	$430.4K
39	bLong Financial, LLC added	Shares	+3.1K	+$59.8K	$2.7M
40	Merit Financial Group, LLC added	Shares	+1.7K	+$55.7K	$669.4K
41	LANDAAS & CO /WI /ADV added	Shares	+1.8K	+$52.4K	$858.4K
42	ARMSTRONG ADVISORY GROUP, INC added	Shares	+1.7K	+$49.6K	$888.8K
43	Apollon Wealth Management, LLC added	Shares	+1.2K	+$44.5K	$291.6K
44	B. Riley Wealth Advisors, Inc. added	Shares	+998	+$42.0K	$301.6K
45	Park Edge Advisors, LLC added	Shares	+2.3K	+$35.7K	$2.3M
46	Magnus Financial Group LLC added	Shares	+1.0K	+$34.8K	$347.3K
47	Heartwood Wealth Advisors LLC added	Shares	+4.7K	+$28.1K	$6.3M
48	Blue Trust, Inc. new	Shares	+600	+$24.9K	$24.9K
49	XY Planning Network, Inc. added	Shares	+709	+$17.6K	$433.2K
50	Mosley Wealth Management new	Shares	+345	+$14.3K	$14.3K

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