Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 206 loaded

#		Instrument	quantity
1	DAVENPORT & Co LLC	Shares	1.5MSH	$75.3M
2	Demars Financial Group, LLC	Shares	841.1KSH	$42.9M
3	Walker Financial Services, Inc.	Shares	732.5KSH	$37.4M
4	LaFleur & Godfrey LLC	Shares	484.6KSH	$24.7M
5	Avior Wealth Management, LLC	Shares	473.4KSH	$24.2M
6	TriaGen Wealth Management LLC	Shares	358.0KSH	$18.3M
7	Turning Point Benefit Group, Inc.	Shares	350.7KSH	$17.9M
8	Merit Financial Group, LLC	Shares	296.6KSH	$15.1M
9	RFG Advisory, LLC	Shares	288.1KSH	$14.7M
10	Alpha Zero LLC	Shares	287.6KSH	$14.7M
11	FINANCIAL ADVISORY PARTNERS, LLC	Shares	282.7KSH	$14.4M
12	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	233.7KSH	$11.9M
13	Vertrix Wealth Management, LLC	Shares	232.9KSH	$11.9M
14	Investment Planning Advisors, Inc.	Shares	232.2KSH	$11.9M
15	SAX WEALTH ADVISORS, LLC	Shares	222.4KSH	$11.3M
16	Shira Ridge Wealth Management	Shares	214.7KSH	$11.0M
17	Rezny Wealth Management, Inc.	Principal	205.6KPRN	$10.5M
18	Chesley Taft & Associates LLC	Shares	202.9KSH	$10.4M
19	CARY STREET PARTNERS FINANCIAL LLC	Shares	201.1KSH	$10.3M
20	MOULTON WEALTH MANAGEMENT, INC	Shares	200.8KSH	$10.2M
21	JAMES INVESTMENT RESEARCH, INC.	Shares	188.0KSH	$9.6M
22	Single Point Partners, LLC	Shares	187.6KSH	$9.6M
23	Perennial Advisors, LLC	Shares	182.2KSH	$9.3M
24	Windsor Capital Management, LLC	Shares	173.4KSH	$8.9M
25	Orange Investment Advisors, Inc.	Shares	172.6KSH	$8.8M
26	Penobscot Investment Management Company, Inc.	Shares	172.3KSH	$8.8M
27	Ifrah Financial Services, Inc.	Shares	169.1KSH	$8.6M
28	FC Advisory LLC	Shares	165.4KSH	$8.4M
29	COURIER CAPITAL LLC	Shares	156.6KSH	$8.0M
30	Forbes Financial Planning, Inc.	Shares	154.2KSH	$7.9M
31	Monetary Solutions, Ltd	Shares	152.6KSH	$7.8M
32	Wealthcare Advisory Partners LLC	Shares	151.4KSH	$7.7M
33	Cornerstone Wealth Management, LLC	Shares	146.7KSH	$7.5M
34	Impact Capital Partners LLC	Shares	138.5KSH	$7.1M
35	J.W. COLE ADVISORS, INC.	Shares	136.9KSH	$7.0M
36	Beirne Wealth Consulting Services, LLC	Shares	130.4KSH	$6.7M
37	Ocean Park Asset Management, LLC	Shares	122.5KSH	$6.3M
38	R2 Capital Strategies, LLC	Shares	121.2KSH	$6.2M
39	Kesler, Norman & Wride, LLC	Shares	119.5KSH	$6.1M
40	Castle Rock Wealth Management, LLC	Shares	114.9KSH	$5.8M
41	Nilsine Partners, LLC	Shares	113.5KSH	$5.8M
42	Lake Hills Wealth Management, LLC	Shares	102.8KSH	$5.2M
43	Crews Bank & Trust	Shares	101.5KSH	$5.2M
44	Buska Wealth Management, LLC	Shares	101.0KSH	$5.2M
45	Monument Capital Management	Shares	99.4KSH	$5.1M
46	Baring Financial LLC	Shares	95.0KSH	$4.9M
47	Insight Wealth Strategies, LLC	Shares	86.3KSH	$4.4M
48	Friedenthal Financial	Shares	85.1KSH	$4.3M
49	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	84.1KSH	$4.3M
50	BEACON FINANCIAL GROUP	Shares	80.2KSH	$4.1M

Scroll to load more

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

50 / 213 loaded

#		Instrument
1	Vertrix Wealth Management, LLC new	Shares	+232.9K	+$11.9M	$11.9M
2	Turning Point Benefit Group, Inc. added	Shares	+207.8K	+$10.6M	$17.9M
3	Avior Wealth Management, LLC added	Shares	+162.1K	+$8.3M	$24.2M
4	Cornerstone Wealth Management, LLC new	Shares	+146.7K	+$7.5M	$7.5M
5	Demars Financial Group, LLC added	Shares	+133.7K	+$6.9M	$42.9M
6	J.W. COLE ADVISORS, INC. added	Shares	+115.4K	+$5.9M	$7.0M
7	Lake Hills Wealth Management, LLC new	Shares	+102.8K	+$5.2M	$5.2M
8	Monument Capital Management new	Shares	+99.4K	+$5.1M	$5.1M
9	Friedenthal Financial new	Shares	+85.1K	+$4.3M	$4.3M
10	Walker Financial Services, Inc. added	Shares	+82.2K	+$4.3M	$37.4M
11	Alpha Zero LLC added	Shares	+61.5K	+$3.1M	$14.7M
12	Mayflower Financial Advisors, LLC new	Shares	+40.4K	+$2.1M	$2.1M
13	NWAM LLC added	Shares	+32.7K	+$1.7M	$2.1M
14	Shira Ridge Wealth Management added	Shares	+30.2K	+$1.6M	$11.0M
15	Crewe Advisors LLC new	Shares	+26.1K	+$1.3M	$1.3M
16	ALTERNA WEALTH MANAGEMENT, INC new	Shares	+25.7K	+$1.3M	$1.3M
17	Arnold Financial Planning LLC new	Shares	+23.1K	+$1.2M	$1.2M
18	Impact Capital Partners LLC added	Shares	+22.4K	+$1.2M	$7.1M
19	Investment Planning Advisors, Inc. added	Shares	+20.4K	+$1.1M	$11.9M
20	FINANCIAL ADVISORY PARTNERS, LLC added	Shares	+20.1K	+$1.1M	$14.4M
21	BEACON FINANCIAL GROUP added	Shares	+20.4K	+$1.0M	$4.1M
22	LaFleur & Godfrey LLC added	Shares	+18.4K	+$986.9K	$24.7M
23	Bulwark Capital Corp new	Shares	+18.8K	+$957.5K	$957.5K
24	Wealthcare Advisory Partners LLC added	Shares	+17.0K	+$879.2K	$7.7M
25	Nautilus Advisors LLC new	Shares	+16.8K	+$858.0K	$858.0K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+16.5K	+$848.8K	$3.9M
27	Single Point Partners, LLC added	Shares	+15.8K	+$821.5K	$9.6M
28	XY Planning Network, Inc. added	Shares	+14.9K	+$775.8K	$3.3M
29	NEW WAVE WEALTH ADVISORS LLC added	Shares	+14.5K	+$740.2K	$1.5M
30	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+13.6K	+$710.7K	$10.3M
31	Merit Financial Group, LLC added	Shares	+12.7K	+$674.8K	$15.1M
32	Brookstone Capital Management added	Shares	+11.8K	+$609.0K	$3.9M
33	Monetary Solutions, Ltd added	Shares	+11.6K	+$606.5K	$7.8M
34	Chesley Taft & Associates LLC added	Shares	+11.4K	+$601.1K	$10.4M
35	Crews Bank & Trust added	Shares	+11.1K	+$573.3K	$5.2M
36	Oxinas Partners, LLC added	Shares	+9.6K	+$497.5K	$3.4M
37	COURIER CAPITAL LLC added	Shares	+9.4K	+$495.4K	$8.0M
38	SteelPeak Wealth, LLC added	Shares	+9.5K	+$488.7K	$1.5M
39	Embree Financial Group new	Shares	+8.9K	+$455.5K	$455.5K
40	Opus Financial Solutions LLC added	Shares	+8.6K	+$442.7K	$1.2M
41	Sowell Financial Services LLC added	Shares	+8.2K	+$424.8K	$3.8M
42	Register Financial Advisors LLC added	Shares	+7.0K	+$358.1K	$1.3M
43	Fiduciary Alliance LLC added	Shares	+6.5K	+$337.2K	$1.1M
44	Composition Wealth, LLC new	Shares	+6.5K	+$329.6K	$329.6K
45	ARVEST INVESTMENTS, INC. added	Shares	+6.4K	+$329.4K	$2.9M
46	Value Investment Professionals, LLC new	Shares	+6.2K	+$317.5K	$317.5K
47	Worth Asset Management, LLC added	Shares	+6.0K	+$311.2K	$1.7M
48	FC Advisory LLC added	Shares	+5.7K	+$306.0K	$8.4M
49	Insight Wealth Strategies, LLC added	Shares	+5.9K	+$299.3K	$4.4M
50	RDA Financial Network added	Shares	+5.4K	+$277.0K	$996.1K

Scroll to load more