Filing Research | ISHARES U S ETF TR Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	Rockwood Wealth Management, LLC	Shares	2.4MSH	$119.4M
2	Foster Group, Inc.	Shares	612.5KSH	$30.9M
3	55 North Private Wealth, LLC	Shares	189.9KSH	$9.6M
4	Merit Financial Group, LLC	Shares	113.8KSH	$5.7M
5	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	81.9KSH	$4.1M
6	Cresta Advisors, Ltd.	Shares	78.8KSH	$4.0M
7	JACOBSON & SCHMITT ADVISORS, LLC	Shares	68.8KSH	$3.5M
8	Elmwood Wealth Management, Inc.	Shares	67.5KSH	$3.4M
9	Richard P Slaughter Associates Inc	Shares	60.4KSH	$3.0M
10	TITLEIST ASSET MANAGEMENT, LLC	Shares	48.6KSH	$2.4M
11	Aprio Wealth Management, LLC	Shares	44.0KSH	$2.2M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	43.1KSH	$2.2M
13	IFP Advisors, Inc	Shares	41.8KSH	$2.1M
14	Highland Financial Advisors, LLC	Shares	41.5KSH	$2.1M
15	Lakeridge Wealth Management LLC	Shares	31.8KSH	$1.6M
16	Valeo Financial Advisors, LLC	Shares	28.8KSH	$1.5M
17	KWMG, LLC	Shares	27.7KSH	$1.4M
18	D.A. DAVIDSON & CO.	Shares	25.8KSH	$1.3M
19	Syntegra Private Wealth Group, LLC	Shares	25.6KSH	$1.3M
20	DORVAL Corp	Shares	22.2KSH	$1.1M
21	BDFS Capital LLC	Shares	19.4KSH	$979.4K
22	Total Clarity Wealth Management, Inc.	Shares	19.2KSH	$969.6K
23	Objective Capital Management, LLC	Shares	18.7KSH	$943.4K
24	Keystone Financial Group, Inc.	Shares	17.8KSH	$897.8K
25	4J Wealth Management LLC	Shares	16.9KSH	$849.9K
26	Brookwood Investment Group LLC	Shares	16.9KSH	$849.3K
27	Redhawk Wealth Advisors, Inc.	Shares	15.8KSH	$797.5K
28	Clarity Asset Management, Inc.	Shares	14.9KSH	$752.2K
29	Farther Finance Advisors, LLC	Shares	12.1KSH	$611.3K
30	Sharkey, Howes & Javer	Shares	11.3KSH	$569.2K
31	Chatterton & Associates Inc.	Shares	10.9KSH	$545.2K
32	Forum Financial Management, LP	Shares	10.5KSH	$529.0K
33	Client First Capital LLC	Shares	9.2KSH	$461.8K
34	Dynamic Advisor Solutions LLC	Shares	8.7KSH	$439.3K
35	Cross Staff Investments Inc	Shares	8.0KSH	$403.0K
36	BENJAMIN EDWARDS INC	Shares	8.0KSH	$401.1K
37	OPTIMA CAPITAL LLC	Shares	6.9KSH	$345.3K
38	Mallini Complete Financial Planning LLC	Principal	6.0KPRN	$302.3K
39	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	Shares	6.0KSH	$302.0K
40	VERITY Wealth Advisors	Shares	5.4KSH	$271.2K
41	WealthBridge Capital Management, LLC	Shares	5.3KSH	$268.4K
42	Charter Capital Management, LLC\DE	Shares	5.3KSH	$266.9K
43	Lantz Financial LLC	Shares	5.1KSH	$255.3K
44	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	Shares	5.1KSH	$254.0K
45	SAX WEALTH ADVISORS, LLC	Shares	5.0KSH	$251.7K
46	Professional Financial Advisors, LLC	Shares	5.0KSH	$251.3K
47	Independent Wealth Network Inc.	Shares	4.3KSH	$214.6K
48	Avidian Wealth Enterprises, LLC	Shares	4.2KSH	$210.8K
49	LEGACY SOLUTIONS, LLC	Shares	4.2KSH	$210.1K
50	UNIQUE WEALTH, LLC	Shares	4.1KSH	$205.4K

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

50 / 63 loaded

#		Instrument
1	Rockwood Wealth Management, LLC added	Shares	+94.0K	+$4.8M	$119.4M
2	55 North Private Wealth, LLC added	Shares	+94.4K	+$4.8M	$9.6M
3	Foster Group, Inc. added	Shares	+22.6K	+$1.2M	$30.9M
4	Redhawk Wealth Advisors, Inc. new	Shares	+15.8K	+$797.5K	$797.5K
5	BDFS Capital LLC added	Shares	+15.2K	+$767.8K	$979.4K
6	WealthBridge Capital Management, LLC new	Shares	+5.3K	+$268.4K	$268.4K
7	Merit Financial Group, LLC added	Shares	+5.0K	+$256.9K	$5.7M
8	Professional Financial Advisors, LLC new	Shares	+5.0K	+$251.3K	$251.3K
9	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+4.1K	+$208.2K	$4.1M
10	UNIQUE WEALTH, LLC new	Shares	+4.1K	+$205.4K	$205.4K
11	Aprio Wealth Management, LLC added	Shares	+2.8K	+$144.9K	$2.2M
12	D.A. DAVIDSON & CO. added	Shares	+2.7K	+$138.3K	$1.3M
13	IFP Advisors, Inc added	Shares	+2.5K	+$125.5K	$2.1M
14	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+2.2K	+$112.6K	$2.4M
15	DORVAL Corp added	Shares	+1.6K	+$82.7K	$1.1M
16	Objective Capital Management, LLC added	Shares	+1.5K	+$77.0K	$943.4K
17	Highland Financial Advisors, LLC added	Shares	+1.3K	+$65.7K	$2.1M
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+728	+$36.6K	$36.6K
19	OPTIMA CAPITAL LLC added	Shares	+531	+$27.0K	$345.3K
20	BENJAMIN EDWARDS INC added	Shares	+306	+$15.7K	$401.1K
21	Blue Trust, Inc. new	Shares	+87	+$4.4K	$4.4K
22	Cresta Advisors, Ltd. unchanged	Shares	0	+$3.2K	$4.0M
23	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT added	Shares	+42	+$2.3K	$302.0K
24	Independent Wealth Network Inc. added	Shares	+30	+$1.7K	$214.6K
25	Dynamic Advisor Solutions LLC added	Shares	+19	+$1.3K	$439.3K
26	Lakeridge Wealth Management LLC unchanged	Shares	0	+$1.3K	$1.6M
27	Syntegra Private Wealth Group, LLC unchanged	Shares	0	+$1.0K	$1.3M
28	Forum Financial Management, LP unchanged	Shares	0	+$420	$529.0K
29	Harbor Asset Planning, Inc. added	Shares	+7	+$383	$49.3K
30	Client First Capital LLC unchanged	Shares	0	+$366	$461.8K
31	Cross Staff Investments Inc unchanged	Shares	0	+$320	$403.0K
32	Mallini Complete Financial Planning LLC unchanged	Principal	0	+$240	$302.3K
33	VERITY Wealth Advisors unchanged	Shares	0	+$216	$271.2K
34	Charter Capital Management, LLC\DE unchanged	Shares	0	+$212	$266.9K
35	Lantz Financial LLC unchanged	Shares	0	+$203	$255.3K
36	Avidian Wealth Enterprises, LLC unchanged	Shares	0	+$167	$210.8K
37	LEGACY SOLUTIONS, LLC unchanged	Shares	0	+$167	$210.1K
38	WEBSTER BANK, N. A. unchanged	Shares	0	+$161	$202.3K
39	SAX WEALTH ADVISORS, LLC unchanged	Shares	0	+$100	$251.7K
40	City State Bank unchanged	Shares	0	+$15	$19.2K
41	Capital Advisors, Ltd. LLC added	Shares	+38	+$2	$284
42	LANARK FINANCIAL, INC. unchanged	Shares	0	+$2	$2.5K
43	CX Institutional added	Shares	+11	$0	$76
44	Chatterton & Associates Inc. unchanged	Shares	0	-$217	$545.2K
45	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-30	-$2.4K	$2.2M
46	4J Wealth Management LLC trimmed	Shares	-305	-$14.7K	$849.9K
47	Valeo Financial Advisors, LLC trimmed	Shares	-581	-$28.1K	$1.5M
48	Total Clarity Wealth Management, Inc. trimmed	Shares	-1.0K	-$50.1K	$969.6K
49	Brookwood Investment Group LLC trimmed	Shares	-1.2K	-$57.6K	$849.3K
50	LIGHTHOUSE FINANCIAL SERVICES INC /ADV trimmed	Shares	-1.7K	-$86.8K	$254.0K

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