Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 170 loaded

#		Instrument	quantity
1	MISSION WEALTH MANAGEMENT, LP	Shares	434.8KSH	$67.1M
2	Shira Ridge Wealth Management	Shares	288.1KSH	$44.5M
3	HM PAYSON & CO	Shares	128.1KSH	$19.8M
4	Stewardship Advisors, LLC	Shares	125.3KSH	$19.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	78.9KSH	$12.3M
6	Accredited Investors Inc.	Shares	52.3KSH	$8.1M
7	ASPIRIANT, LLC	Shares	40.5KSH	$6.3M
8	D.A. DAVIDSON & CO.	Shares	39.9KSH	$6.2M
9	Bear Mountain Capital, Inc.	Shares	39.2KSH	$6.1M
10	Brookstone Capital Management	Shares	39.1KSH	$6.0M
11	Roof Eidam Maycock Peralta, LLC	Shares	37.4KSH	$5.8M
12	BigSur Wealth Management LLC	Shares	32.0KSH	$4.9M
13	TOMPKINS FINANCIAL CORP	Shares	30.5KSH	$4.7M
14	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	30.2KSH	$4.7M
15	CPC Advisors, LLC	Shares	24.8KSH	$3.8M
16	Relyea Zuckerberg Hanson LLC	Shares	23.7KSH	$3.7M
17	VERITY Wealth Advisors	Shares	23.3KSH	$3.6M
18	Ledyard National Bank	Shares	22.1KSH	$3.4M
19	CGN Advisors LLC	Shares	20.8KSH	$3.2M
20	Fingerlakes Wealth Management, Inc.	Shares	20.1KSH	$3.1M
21	Composition Wealth, LLC	Shares	18.1KSH	$2.8M
22	Aprio Wealth Management, LLC	Shares	18.0KSH	$2.8M
23	SAX WEALTH ADVISORS, LLC	Shares	20.2KSH	$2.7M
24	GoalVest Advisory LLC	Shares	15.4KSH	$2.4M
25	Cornerstone Wealth Management, LLC	Shares	14.8KSH	$2.3M
26	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	13.9KSH	$2.1M
27	Winthrop Advisory Group LLC	Shares	13.2KSH	$2.0M
28	Ryan Investment Management, Inc.	Shares	13.0KSH	$2.0M
29	First Pacific Financial	Shares	12.3KSH	$1.9M
30	New Covenant Trust Company, N.A.	Shares	12.1KSH	$1.9M
31	Trust Co	Shares	11.9KSH	$1.8M
32	BLUESTEM FINANCIAL ADVISORS, LLC	Shares	10.9KSH	$1.7M
33	Bond & Devick Financial Network, Inc.	Shares	10.6KSH	$1.6M
34	SOA Wealth Advisors, LLC.	Shares	9.9KSH	$1.5M
35	J.W. COLE ADVISORS, INC.	Shares	9.7KSH	$1.5M
36	MARINO, STRAM & ASSOCIATES LLC	Shares	9.5KSH	$1.5M
37	Berman McAleer LLC	Shares	9.3KSH	$1.4M
38	Sequoia Financial Advisors, LLC	Shares	8.6KSH	$1.3M
39	TFC Financial Management, Inc.	Shares	8.5KSH	$1.3M
40	Abacus Planning Group, Inc.	Shares	8.3KSH	$1.3M
41	Financial Planning Fort Collins, LLC	Shares	7.9KSH	$1.2M
42	Finley Financial, LLC	Shares	7.6KSH	$1.2M
43	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	7.6KSH	$1.2M
44	Apella Capital, LLC	Shares	7.3KSH	$1.1M
45	Curbstone Financial Management Corp	Shares	7.0KSH	$1.1M
46	McClarren Financial Advisors, Inc.	Shares	6.9KSH	$1.1M
47	Nautilus Advisors LLC	Shares	6.2KSH	$965.6K
48	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	6.1KSH	$940.9K
49	Capital Investment Counsel, LLC	Shares	6.0KSH	$925.8K
50	JNBA Financial Advisors	Shares	5.9KSH	$915.0K

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

50 / 174 loaded

#		Instrument
1	MISSION WEALTH MANAGEMENT, LP added	Shares	+22.6K	+$12.6M	$67.1M
2	Shira Ridge Wealth Management trimmed	Shares	-2.9K	+$6.0M	$44.5M
3	Stewardship Advisors, LLC added	Shares	+7.6K	+$3.8M	$19.3M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.6K	+$2.1M	$12.3M
5	J.W. COLE ADVISORS, INC. new	Shares	+9.7K	+$1.5M	$1.5M
6	Ryan Investment Management, Inc. added	Shares	+8.0K	+$1.3M	$2.0M
7	Brookstone Capital Management added	Shares	+2.6K	+$1.2M	$6.0M
8	Accredited Investors Inc. trimmed	Shares	-693	+$1.1M	$8.1M
9	D.A. DAVIDSON & CO. trimmed	Shares	-44	+$879.8K	$6.2M
10	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+928	+$792.1K	$4.7M
11	Roof Eidam Maycock Peralta, LLC trimmed	Shares	-727	+$734.6K	$5.8M
12	BigSur Wealth Management LLC unchanged	Shares	0	+$710.4K	$4.9M
13	ASPIRIANT, LLC trimmed	Shares	-1.5K	+$701.1K	$6.3M
14	NAPLES GLOBAL ADVISORS, LLC new	Shares	+4.1K	+$629.3K	$629.3K
15	TruNorth Capital Management, LLC new	Shares	+4.1K	+$627.3K	$627.3K
16	Fingerlakes Wealth Management, Inc. added	Shares	+1.3K	+$624.4K	$3.1M
17	CPC Advisors, LLC added	Shares	+314	+$591.8K	$3.8M
18	NWAM LLC new	Shares	+3.7K	+$565.0K	$565.0K
19	Bear Mountain Capital, Inc. added	Shares	+735	+$552.8K	$6.1M
20	TOMPKINS FINANCIAL CORP trimmed	Shares	-1.1K	+$531.9K	$4.7M
21	Relyea Zuckerberg Hanson LLC trimmed	Shares	-136	+$508.7K	$3.7M
22	Winthrop Advisory Group LLC added	Shares	+1.6K	+$500.0K	$2.0M
23	VERITY Wealth Advisors trimmed	Shares	-291	+$478.0K	$3.6M
24	CGN Advisors LLC trimmed	Shares	-335	+$417.3K	$3.2M
25	Aprio Wealth Management, LLC trimmed	Shares	-160	+$378.2K	$2.8M
26	AFFINITY WEALTH MANAGEMENT LLC new	Shares	+2.2K	+$335.1K	$335.1K
27	Cornerstone Wealth Management, LLC trimmed	Shares	-126	+$311.7K	$2.3M
28	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$309.2K	$2.1M
29	Ledyard National Bank trimmed	Shares	-1.6K	+$283.4K	$3.4M
30	GoalVest Advisory LLC trimmed	Shares	-656	+$256.1K	$2.4M
31	Bond & Devick Financial Network, Inc. added	Shares	+129	+$253.4K	$1.6M
32	First Pacific Financial trimmed	Shares	-204	+$245.2K	$1.9M
33	BLUESTEM FINANCIAL ADVISORS, LLC unchanged	Shares	0	+$241.1K	$1.7M
34	Bath Savings Trust Co new	Shares	+1.5K	+$231.4K	$231.4K
35	Sulzberger Capital Advisors, Inc. new	Shares	+1.5K	+$231.4K	$231.4K
36	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV new	Shares	+1.5K	+$225.9K	$225.9K
37	PFG Advisors new	Shares	+1.4K	+$222.2K	$222.2K
38	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$220.7K	$1.5M
39	Envestnet Portfolio Solutions, Inc. added	Shares	+969	+$220.4K	$642.7K
40	MARINO, STRAM & ASSOCIATES LLC added	Shares	+17	+$213.0K	$1.5M
41	EVERPAR ADVISORS LLC new	Shares	+1.4K	+$211.4K	$211.4K
42	Boston Trust Walden Corp new	Shares	+1.3K	+$200.1K	$200.1K
43	Berman McAleer LLC trimmed	Shares	-85	+$194.2K	$1.4M
44	Abacus Planning Group, Inc. added	Shares	+21	+$186.2K	$1.3M
45	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+292	+$173.9K	$940.9K
46	Finley Financial, LLC unchanged	Shares	0	+$168.9K	$1.2M
47	TRAPHAGEN INVESTMENT ADVISORS LLC added	Shares	+8	+$168.9K	$1.2M
48	TFC Financial Management, Inc. trimmed	Shares	-167	+$167.2K	$1.3M
49	McClarren Financial Advisors, Inc. added	Shares	+8	+$155.0K	$1.1M
50	Peak Financial Management, Inc. added	Shares	+300	+$149.7K	$765.3K

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