Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 285 loaded

#		Instrument	quantity
1	Composition Wealth, LLC	Shares	380.4KSH	$62.3M
2	Envestnet Portfolio Solutions, Inc.	Shares	328.6KSH	$53.8M
3	Brookstone Capital Management	Shares	267.7KSH	$43.8M
4	IMPACTfolio, LLC	Shares	259.8KSH	$42.5M
5	MISSION WEALTH MANAGEMENT, LP	Shares	232.2KSH	$38.0M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	205.2KSH	$33.8M
7	Affinity Capital Advisors, LLC	Shares	146.6KSH	$24.2M
8	Sharkey, Howes & Javer	Shares	99.2KSH	$16.2M
9	CLIENT 1ST ADVISORY GROUP, LLC	Shares	82.6KSH	$13.5M
10	Relyea Zuckerberg Hanson LLC	Shares	78.6KSH	$12.9M
11	Apella Capital, LLC	Shares	70.8KSH	$11.6M
12	Plancorp, LLC	Shares	69.5KSH	$11.4M
13	Wealth Architects, LLC	Shares	69.8KSH	$11.4M
14	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	67.3KSH	$11.0M
15	Strategic Blueprint, LLC	Shares	62.2KSH	$10.2M
16	Klaas Financial Asset Advisors, LLC	Shares	61.1KSH	$10.0M
17	Clarity Asset Management, Inc.	Shares	59.6KSH	$9.8M
18	Decker Retirement Planning Inc.	Shares	58.6KSH	$9.6M
19	Cypress Wealth Services, LLC	Shares	56.0KSH	$9.2M
20	Farther Finance Advisors, LLC	Shares	54.1KSH	$8.9M
21	Merit Financial Group, LLC	Shares	51.7KSH	$8.5M
22	CFS Investment Advisory Services, LLC	Shares	48.7KSH	$8.0M
23	Midwest Financial Partners Investments, Inc.	Shares	42.4KSH	$6.9M
24	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	38.2KSH	$6.2M
25	Physician Wealth Advisors, Inc.	Shares	37.7KSH	$6.2M
26	Mascoma Wealth Management LLC	Shares	37.4KSH	$6.1M
27	Horst & Graben Wealth Management LLC	Shares	33.2KSH	$5.4M
28	Archer Investment Management, LLC	Shares	33.2KSH	$5.4M
29	RFG Advisory, LLC	Shares	28.1KSH	$4.6M
30	TRUE BLUE FINANCIAL, LLC	Shares	27.1KSH	$4.4M
31	Balance Wealth Partners LLC	Shares	25.6KSH	$4.2M
32	Pioneer Wealth Management Group	Shares	25.2KSH	$4.1M
33	ELEVATION WEALTH PARTNERS, LLC	Shares	25.0KSH	$4.1M
34	Foster Group, Inc.	Shares	24.6KSH	$4.0M
35	WT Wealth Management	Shares	24.0KSH	$3.9M
36	FLC Capital Advisors	Shares	23.3KSH	$3.8M
37	Blue Trust, Inc.	Shares	22.7KSH	$3.7M
38	Gilbert Capital Group, Inc.	Shares	22.3KSH	$3.6M
39	Integris Wealth Management, LLC	Shares	22.0KSH	$3.6M
40	SigFig Wealth Management, LLC	Shares	21.8KSH	$3.5M
41	LIFELONG WEALTH ADVISORS, INC.	Shares	21.2KSH	$3.5M
42	PFG Investments, LLC	Shares	21.2KSH	$3.5M
43	HF Advisory Group, LLC	Shares	20.5KSH	$3.4M
44	KPP Advisory Services LLC	Shares	20.1KSH	$3.3M
45	Focus Financial Network, Inc.	Shares	18.5KSH	$3.0M
46	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	18.5KSH	$3.0M
47	Ridgeline Wealth, LLC	Shares	18.2KSH	$3.0M
48	Fingerlakes Wealth Management, Inc.	Shares	18.0KSH	$3.0M
49	FIRST HORIZON CORP	Shares	18.0KSH	$3.0M
50	CGN Advisors LLC	Shares	18.0KSH	$2.9M

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

50 / 291 loaded

#		Instrument
1	Composition Wealth, LLC added	Shares	+35.8K	+$13.5M	$62.3M
2	Brookstone Capital Management added	Shares	+26.2K	+$9.7M	$43.8M
3	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-2.3K	+$7.0M	$53.8M
4	MISSION WEALTH MANAGEMENT, LP added	Shares	+9.9K	+$6.6M	$38.0M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+12.8K	+$6.3M	$33.8M
6	IMPACTfolio, LLC trimmed	Shares	-1.6K	+$5.6M	$42.5M
7	Affinity Capital Advisors, LLC trimmed	Shares	-2.8K	+$3.1M	$24.2M
8	Decker Retirement Planning Inc. added	Shares	+7.8K	+$2.4M	$9.6M
9	Sharkey, Howes & Javer trimmed	Shares	-2.5K	+$1.8M	$16.2M
10	Relyea Zuckerberg Hanson LLC added	Shares	+216	+$1.8M	$12.9M
11	Wealth Architects, LLC trimmed	Shares	-69	+$1.5M	$11.4M
12	CLIENT 1ST ADVISORY GROUP, LLC trimmed	Shares	-2.3K	+$1.5M	$13.5M
13	Mountain Capital Investment Advisors Inc. new	Shares	+42.9K	+$1.5M	$1.5M
14	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+60	+$1.5M	$11.0M
15	Merit Financial Group, LLC added	Shares	+2.2K	+$1.5M	$8.5M
16	Klaas Financial Asset Advisors, LLC trimmed	Shares	-497	+$1.3M	$10.0M
17	Pioneer Wealth Management Group added	Shares	+4.9K	+$1.3M	$4.1M
18	Cypress Wealth Services, LLC trimmed	Shares	-318	+$1.2M	$9.2M
19	Mascoma Wealth Management LLC added	Shares	+2.3K	+$1.2M	$6.1M
20	Physician Wealth Advisors, Inc. added	Shares	+2.2K	+$1.1M	$6.2M
21	Strategic Blueprint, LLC trimmed	Shares	-2.3K	+$1.1M	$10.2M
22	Ballentine Partners, LLC new	Shares	+6.4K	+$1.0M	$1.0M
23	Midwest Financial Partners Investments, Inc. trimmed	Shares	-144	+$923.0K	$6.9M
24	Farther Finance Advisors, LLC trimmed	Shares	-2.1K	+$849.3K	$8.9M
25	Archer Investment Management, LLC added	Shares	+693	+$836.4K	$5.4M
26	Ryan Investment Management, Inc. added	Shares	+4.3K	+$810.2K	$1.5M
27	Plancorp, LLC trimmed	Shares	-2.9K	+$764.4K	$11.4M
28	TRUE BLUE FINANCIAL, LLC added	Shares	+521	+$676.1K	$4.4M
29	Blue Trust, Inc. added	Shares	+1.1K	+$660.3K	$3.7M
30	RFG Advisory, LLC added	Shares	+47	+$632.2K	$4.6M
31	ELEVATION WEALTH PARTNERS, LLC added	Shares	+389	+$611.4K	$4.1M
32	WT Wealth Management added	Shares	+475	+$601.0K	$3.9M
33	HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed	Shares	-1.8K	+$591.6K	$6.2M
34	Chris Bulman Inc new	Shares	+3.4K	+$555.3K	$555.3K
35	Foster Group, Inc. trimmed	Shares	-81	+$535.9K	$4.0M
36	Apella Capital, LLC trimmed	Shares	-1.0K	+$524.4K	$11.6M
37	HF Advisory Group, LLC added	Shares	+430	+$516.6K	$3.4M
38	Fingerlakes Wealth Management, Inc. added	Shares	+747	+$506.8K	$3.0M
39	Balance Wealth Partners LLC trimmed	Shares	-461	+$505.3K	$4.2M
40	LIFELONG WEALTH ADVISORS, INC. added	Shares	+194	+$500.1K	$3.5M
41	PFG Investments, LLC added	Shares	+39	+$478.1K	$3.5M
42	Gilbert Capital Group, Inc. trimmed	Shares	-220	+$465.0K	$3.6M
43	Focus Financial Network, Inc. added	Shares	+323	+$458.0K	$3.0M
44	CFS Investment Advisory Services, LLC added	Shares	+85	+$451.1K	$8.0M
45	Ramiah Investment Group added	Shares	+1.1K	+$433.4K	$2.1M
46	Pacific Excel Wealth Advisors, Inc. new	Shares	+2.6K	+$433.2K	$433.2K
47	Integris Wealth Management, LLC trimmed	Shares	-414	+$430.3K	$3.6M
48	FLC Capital Advisors trimmed	Shares	-713	+$416.6K	$3.8M
49	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+25	+$414.8K	$3.0M
50	CGN Advisors LLC added	Shares	+55	+$408.7K	$2.9M

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