Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 90 loaded

#		Instrument	quantity
1	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	639.4KSH	$31.4M
2	Versant Capital Management, Inc	Shares	497.9KSH	$24.5M
3	MFA WEALTH ADVISORS, LLC	Shares	304.5KSH	$15.0M
4	Financial Advisory Corp	Shares	226.1KSH	$11.1M
5	Morningstar Investment Management LLC	Shares	154.9KSH	$8.9M
6	CLIENT 1ST ADVISORY GROUP, LLC	Shares	114.3KSH	$5.6M
7	Factor Wealth Management LTD	Shares	94.6KSH	$4.6M
8	Envestnet Portfolio Solutions, Inc.	Shares	83.2KSH	$4.1M
9	SIERRA SUMMIT ADVISORS LLC	Shares	71.2KSH	$3.5M
10	ABLE Financial Group, LLC	Shares	62.5KSH	$3.1M
11	Snider Financial Group	Shares	52.4KSH	$2.6M
12	RAINIER FAMILY WEALTH INC	Shares	36.3KSH	$1.8M
13	Chesley Taft & Associates LLC	Shares	28.0KSH	$1.4M
14	JAMES INVESTMENT RESEARCH, INC.	Shares	25.9KSH	$1.3M
15	Affiance Financial, LLC	Shares	24.8KSH	$1.2M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.8KSH	$1.2M
17	Rathbones Group PLC	Shares	23.6KSH	$1.2M
18	DARA CAPITAL US, INC.	Shares	22.1KSH	$1.1M
19	Climber Capital SA	Shares	21.5KSH	$1.1M
20	Brookwood Investment Group LLC	Shares	20.9KSH	$1.0M
21	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	18.8KSH	$923.5K
22	WATERSHED PRIVATE WEALTH LLC	Shares	15.8KSH	$777.4K
23	Wealth Management Associates, Inc.	Shares	15.6KSH	$766.9K
24	Union Bancaire Privee, UBP SA	Shares	13.5KSH	$648.2K
25	Farther Finance Advisors, LLC	Shares	12.4KSH	$611.0K
26	Sowell Financial Services LLC	Shares	12.0KSH	$588.4K
27	BCO Wealth Management LLC	Shares	11.4KSH	$560.0K
28	PARTNERS WEALTH MANAGEMENT, LLC	Shares	11.2KSH	$548.6K
29	Plancorp, LLC	Shares	10.3KSH	$540.3K
30	Wealth Management Partners, LLC	Shares	11.0KSH	$538.6K
31	Ifrah Financial Services, Inc.	Shares	9.3KSH	$457.5K
32	First Heartland Consultants, Inc.	Shares	8.6KSH	$422.2K
33	Baker Ellis Asset Management LLC	Shares	8.0KSH	$391.8K
34	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	7.4KSH	$361.8K
35	Mesirow Financial Investment Management, Inc.	Shares	7.0KSH	$342.8K
36	Y-Intercept (Hong Kong) Ltd	Shares	6.7KSH	$328.4K
37	J.W. COLE ADVISORS, INC.	Shares	6.7KSH	$327.4K
38	Elmwood Wealth Management, Inc.	Shares	6.2KSH	$304.6K
39	Diversified Trust Co	Shares	5.9KSH	$292.2K
40	CoreCap Advisors, LLC	Shares	5.9KSH	$291.1K
41	CAPITAL ADVISORS INC/OK	Shares	5.5KSH	$270.2K
42	Corecam Pte. Ltd.	Shares	5.4KSH	$266.3K
43	SALEM INVESTMENT COUNSELORS INC	Shares	5.1KSH	$250.6K
44	Townsend & Associates, Inc	Shares	4.6KSH	$248.0K
45	SBI Securities Co., Ltd.	Shares	4.9KSH	$242.0K
46	Legacy Advisors, LLC	Shares	4.9KSH	$241.5K
47	Interchange Capital Partners, LLC	Shares	4.6KSH	$227.1K
48	Montecito Bank & Trust	Shares	4.3KSH	$212.5K
49	RCW Management, LLC	Shares	4.1KSH	$203.7K
50	Spire Wealth Management	Shares	4.0KSH	$196.5K

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

50 / 99 loaded

#		Instrument
1	Snider Financial Group new	Shares	+52.4K	+$2.6M	$2.6M
2	Brookwood Investment Group LLC new	Shares	+20.9K	+$1.0M	$1.0M
3	Plancorp, LLC new	Shares	+10.3K	+$540.3K	$540.3K
4	Factor Wealth Management LTD added	Shares	+20.3K	+$366.0K	$4.6M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+6.7K	+$328.4K	$328.4K
6	J.W. COLE ADVISORS, INC. new	Shares	+6.7K	+$327.4K	$327.4K
7	Interchange Capital Partners, LLC new	Shares	+4.6K	+$227.1K	$227.1K
8	Envestnet Portfolio Solutions, Inc. added	Shares	+14.6K	+$136.8K	$4.1M
9	Sava Infond d.o.o. new	Shares	+380	+$18.7K	$18.7K
10	Blue Trust, Inc. added	Shares	+366	+$6.5K	$84.6K
11	EverSource Wealth Advisors, LLC added	Shares	+120	+$1.2K	$33.0K
12	PARK AVENUE SECURITIES LLC new	Shares	+23.5K	+$1.2K	$1.2K
13	SENTINEL TRUST CO LBA added	Shares	+16.0K	+$343	$3.4K
14	Morningstar Investment Management LLC unchanged	Shares	0	$0	$8.9M
15	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$0
16	SIGNATUREFD, LLC unchanged	Shares	0	-$78	$498
17	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$128	$744
18	Crews Bank & Trust unchanged	Shares	0	-$432	$2.5K
19	Princeton Global Asset Management LLC unchanged	Shares	0	-$449	$2.6K
20	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$458	$2.7K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$488	$3.3K
22	Bogart Wealth, LLC unchanged	Shares	0	-$620	$3.6K
23	Quaker Wealth Management, LLC unchanged	Shares	0	-$882	$5.1K
24	Ayalon Insurance Comp Ltd. unchanged	Shares	0	-$912	$5.3K
25	Founders Capital Management unchanged	Shares	0	-$1.1K	$6.5K
26	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$1.2K	$7.1K
27	Pacifica Partners Inc. added	Shares	+3	-$1.4K	$9.3K
28	Vision Retirement, LLC unchanged	Shares	0	-$1.6K	$9.0K
29	GAMMA Investing LLC unchanged	Shares	0	-$1.6K	$9.4K
30	Rachor Investment Advisory Services, LLC unchanged	Shares	0	-$1.8K	$10.7K
31	Triumph Capital Management trimmed	Shares	-15	-$2.6K	$10.1K
32	LANARK FINANCIAL, INC. unchanged	Shares	0	-$2.7K	$15.5K
33	KERR FINANCIAL PLANNING Corp unchanged	Shares	0	-$2.9K	$24.6K
34	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	-$3.4K	$19.7K
35	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	-$3.6K	$21.1K
36	BARRETT & COMPANY, INC. added	Shares	+8	-$4.2K	$27.1K
37	Darwin Wealth Management, LLC added	Shares	+8	-$4.4K	$28.3K
38	Golden State Wealth Management, LLC trimmed	Shares	-47	-$4.9K	$12.8K
39	Bank of New Hampshire unchanged	Shares	0	-$5.1K	$29.5K
40	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$5.4K	$31.3K
41	TopTier Wealth Management, LLC exited	Shares	-108	-$6.2K	$0
42	AdvisorNet Financial, Inc trimmed	Shares	-101	-$6.2K	$2.5K
43	Wall Street Financial Group, Inc. exited	Shares	-115	-$6.6K	$0
44	IFP Advisors, Inc unchanged	Shares	0	-$6.8K	$39.3K
45	Fortitude Family Office, LLC added	Shares	+14	-$7.6K	$48.5K
46	Nova Wealth Management, Inc. trimmed	Shares	-62	-$9.5K	$34.6K
47	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$16.8K	$113.2K
48	Advanced Asset Management Advisors Inc added	Shares	+1	-$18.8K	$109.3K
49	Townsend & Associates, Inc trimmed	Shares	-367	-$21.3K	$248.0K
50	Spire Wealth Management added	Shares	+77	-$29.5K	$196.5K

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