Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 131 loaded

#		Instrument	quantity
1	Tradewinds Capital Management, LLC	Shares	1.9MSH	$38.9M
2	MEITAV INVESTMENT HOUSE LTD	Shares	1.5MSH	$30.8M
3	MinichMacGregor Wealth Management, LLC	Shares	763.9KSH	$15.7M
4	Generali Investments CEE, investicni spolecnost, a.s.	Shares	619.0KSH	$12.7M
5	Envestnet Portfolio Solutions, Inc.	Shares	325.9KSH	$6.7M
6	PFG Investments, LLC	Shares	241.0KSH	$4.9M
7	IFP Advisors, Inc	Shares	180.5KSH	$3.7M
8	UNIQUE WEALTH, LLC	Shares	129.1KSH	$2.6M
9	CIDEL ASSET MANAGEMENT INC	Shares	125.0KSH	$2.6M
10	PENOBSCOT WEALTH MANAGEMENT	Shares	122.2KSH	$2.5M
11	GUIDANCE CAPITAL, INC	Shares	102.1KSH	$1.9M
12	Factor Wealth Management LTD	Shares	90.9KSH	$1.9M
13	WASHINGTON GROWTH STRATEGIES LLC	Shares	73.6KSH	$1.5M
14	MOLLER WEALTH PARTNERS	Shares	70.9KSH	$1.5M
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	70.3KSH	$1.4M
16	Merit Financial Group, LLC	Shares	57.7KSH	$1.2M
17	WORMSER FRERES GESTION	Shares	52.2KSH	$1.1M
18	INSTRUMENTAL WEALTH, LLC	Shares	51.2KSH	$1.0M
19	Cardinal Point Capital Management ULC	Shares	48.1KSH	$986.2K
20	Cordoba Advisory Partners LLC	Shares	46.9KSH	$961.4K
21	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	45.6KSH	$933.5K
22	Rathbones Group PLC	Shares	41.9KSH	$858.0K
23	Apella Capital, LLC	Shares	41.4KSH	$800.8K
24	Archer Investment Management, LLC	Shares	37.7KSH	$772.2K
25	EHRLICH FINANCIAL GROUP	Shares	36.7KSH	$752.6K
26	KFG WEALTH MANAGEMENT, LLC	Shares	35.7KSH	$730.9K
27	FLAGSHIP HARBOR ADVISORS, LLC	Shares	34.9KSH	$715.5K
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	37.1KSH	$714.1K
29	Community Financial Services Group, LLC	Shares	31.8KSH	$641.4K
30	Mason & Associates Inc	Shares	27.0KSH	$553.7K
31	MOULTON WEALTH MANAGEMENT, INC	Shares	26.3KSH	$539.7K
32	SteelPeak Wealth, LLC	Shares	24.2KSH	$495.3K
33	BLVD Private Wealth, LLC	Shares	22.7KSH	$464.4K
34	Chesley Taft & Associates LLC	Shares	22.5KSH	$461.0K
35	Horst & Graben Wealth Management LLC	Shares	22.7KSH	$459.0K
36	EverSource Wealth Advisors, LLC	Shares	22.3KSH	$457.8K
37	BENJAMIN EDWARDS INC	Shares	20.7KSH	$423.7K
38	Bright Futures Wealth Management, LLC.	Shares	19.6KSH	$401.1K
39	LPWM LLC	Shares	18.3KSH	$375.2K
40	Farther Finance Advisors, LLC	Shares	18.1KSH	$370.3K
41	Sharkey, Howes & Javer	Shares	17.3KSH	$354.8K
42	SBI Securities Co., Ltd.	Shares	17.3KSH	$354.6K
43	Nelson Capital Management, LLC	Shares	17.1KSH	$349.9K
44	Y-Intercept (Hong Kong) Ltd	Shares	16.8KSH	$344.1K
45	UHLMANN PRICE SECURITIES, LLC	Shares	14.7KSH	$301.8K
46	BAR HARBOR WEALTH MANAGEMENT	Shares	14.3KSH	$292.5K
47	RFG Advisory, LLC	Shares	14.1KSH	$288.4K
48	VERITY Wealth Advisors	Shares	13.7KSH	$279.8K
49	LVW Advisors, LLC	Shares	13.3KSH	$273.5K
50	SAGE FINANCIAL GROUP INC	Shares	13.3KSH	$273.4K

Scroll to load more

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

50 / 139 loaded

#		Instrument
1	Tradewinds Capital Management, LLC added	Shares	+1.9M	+$38.9M	$38.9M
2	MEITAV INVESTMENT HOUSE LTD new	Shares	+1.5M	+$30.8M	$30.8M
3	MinichMacGregor Wealth Management, LLC added	Shares	+295.9K	+$7.1M	$15.7M
4	Envestnet Portfolio Solutions, Inc. new	Shares	+325.9K	+$6.7M	$6.7M
5	CIDEL ASSET MANAGEMENT INC new	Shares	+125.0K	+$2.6M	$2.6M
6	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	+$1.4M	$12.7M
7	Archer Investment Management, LLC new	Shares	+37.7K	+$772.2K	$772.2K
8	EHRLICH FINANCIAL GROUP new	Shares	+36.7K	+$752.6K	$752.6K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+31.3K	+$706.9K	$1.4M
10	PFG Investments, LLC added	Shares	+1.5K	+$556.9K	$4.9M
11	Mason & Associates Inc new	Shares	+27.0K	+$553.7K	$553.7K
12	MOULTON WEALTH MANAGEMENT, INC new	Shares	+26.3K	+$539.7K	$539.7K
13	Factor Wealth Management LTD added	Shares	+17.1K	+$512.3K	$1.9M
14	Horst & Graben Wealth Management LLC new	Shares	+22.7K	+$459.0K	$459.0K
15	EverSource Wealth Advisors, LLC new	Shares	+22.3K	+$457.8K	$457.8K
16	Merit Financial Group, LLC added	Shares	+18.0K	+$455.9K	$1.2M
17	Sharkey, Howes & Javer new	Shares	+17.3K	+$354.8K	$354.8K
18	Y-Intercept (Hong Kong) Ltd new	Shares	+16.8K	+$344.1K	$344.1K
19	UHLMANN PRICE SECURITIES, LLC new	Shares	+14.7K	+$301.8K	$301.8K
20	WORMSER FRERES GESTION added	Shares	+10.9K	+$288.6K	$1.1M
21	RFG Advisory, LLC new	Shares	+14.1K	+$288.4K	$288.4K
22	LVW Advisors, LLC new	Shares	+13.3K	+$273.5K	$273.5K
23	Capital Investment Counsel, LLC new	Shares	+12.9K	+$264.0K	$264.0K
24	Composition Wealth, LLC new	Shares	+12.0K	+$245.4K	$245.4K
25	SigFig Wealth Management, LLC new	Shares	+11.9K	+$237.0K	$237.0K
26	Global View Capital Management LLC new	Shares	+10.9K	+$223.3K	$223.3K
27	Bond & Devick Financial Network, Inc. new	Shares	+9.9K	+$203.5K	$203.5K
28	Focus Financial Network, Inc. new	Shares	+9.8K	+$201.7K	$201.7K
29	Friedenthal Financial new	Shares	+8.5K	+$174.8K	$174.8K
30	WASHINGTON GROWTH STRATEGIES LLC unchanged	Shares	0	+$162.0K	$1.5M
31	IFP Advisors, Inc trimmed	Shares	-13.3K	+$154.6K	$3.7M
32	Farther Finance Advisors, LLC added	Shares	+6.2K	+$153.2K	$370.3K
33	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+4.1K	+$152.6K	$715.5K
34	INSTRUMENTAL WEALTH, LLC added	Shares	+1.5K	+$140.1K	$1.0M
35	UNIQUE WEALTH, LLC trimmed	Shares	-8.7K	+$124.1K	$2.6M
36	Cordoba Advisory Partners LLC added	Shares	+110	+$105.2K	$961.4K
37	KFG WEALTH MANAGEMENT, LLC added	Shares	+1.4K	+$104.3K	$730.9K
38	Finley Financial, LLC new	Shares	+5.0K	+$102.5K	$102.5K
39	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC unchanged	Shares	0	+$100.2K	$933.5K
40	Cardinal Point Capital Management ULC trimmed	Shares	-1.0K	+$86.7K	$986.2K
41	Capital Investment Advisory Services, LLC added	Shares	+2.8K	+$78.7K	$261.9K
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.8K	+$76.3K	$714.1K
43	SteelPeak Wealth, LLC added	Shares	+700	+$66.0K	$495.3K
44	MOLLER WEALTH PARTNERS trimmed	Shares	-5.0K	+$65.4K	$1.5M
45	FIRST HORIZON CORP added	Shares	+2.3K	+$60.2K	$171.7K
46	Byrne Asset Management LLC added	Shares	+2.8K	+$56.8K	$60.5K
47	Chesley Taft & Associates LLC unchanged	Shares	0	+$49.5K	$461.0K
48	Community Financial Services Group, LLC trimmed	Shares	-978	+$43.5K	$641.4K
49	Baron Financial Group, LLC added	Shares	+855	+$42.8K	$253.2K
50	Bright Futures Wealth Management, LLC. trimmed	Shares	-65	+$41.9K	$401.1K

Scroll to load more