Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 117 loaded

#		Instrument	quantity
1	Union Bancaire Privee, UBP SA	Shares	87.1KSH	$561.9M
2	Catalyst Capital Advisors LLC	Shares	2.8MSH	$137.9M
3	Millburn Ridgefield LLC /DE/	Shares	2.8MSH	$137.9M
4	IFM Investors Pty Ltd	Shares	1.9MSH	$94.5M
5	Nipun Capital, L.P.	Shares	1.7MSH	$82.1M
6	Ninety One North America, Inc.	Shares	682.6KSH	$33.7M
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	470.9KSH	$23.3M
8	Ninety One UK Ltd	Shares	246.4KSH	$12.2M
9	Randolph Co Inc	Shares	175.4KSH	$8.7M
10	Y-Intercept (Hong Kong) Ltd	Shares	169.8KSH	$8.4M
11	Royal Fund Management, LLC	Shares	167.6KSH	$8.3M
12	Avidian Wealth Enterprises, LLC	Shares	129.6KSH	$6.4M
13	EXCHANGE TRADED CONCEPTS, LLC	Shares	122.1KSH	$6.0M
14	BANQUE PICTET & CIE SA	Shares	102.0KSH	$5.0M
15	D.A. DAVIDSON & CO.	Shares	90.2KSH	$4.5M
16	ANDERSON HOAGLAND & CO	Shares	85.9KSH	$4.2M
17	PEAK FINANCIAL ADVISORS LLC	Shares	76.1KSH	$3.8M
18	LMCG INVESTMENTS, LLC	Shares	60.7KSH	$3.0M
19	Pictet North America Advisors SA	Shares	59.8KSH	$2.9M
20	MEITAV INVESTMENT HOUSE LTD	Shares	58.4KSH	$2.9M
21	CARY STREET PARTNERS FINANCIAL LLC	Shares	58.2KSH	$2.9M
22	Connective Portfolio Management, LLC	Shares	50.0KSH	$2.5M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	42.1KSH	$2.1M
24	Congress Park Capital LLC	Shares	37.1KSH	$1.8M
25	Consolidated Investment Group LLC	Shares	34.5KSH	$1.7M
26	Composition Wealth, LLC	Shares	32.7KSH	$1.6M
27	FIDUCIARY FINANCIAL GROUP, LLC	Shares	28.5KSH	$1.4M
28	GUIDANCE CAPITAL, INC	Shares	28.8KSH	$1.4M
29	ATTICUS WEALTH MANAGEMENT, LLC	Shares	24.2KSH	$1.2M
30	CWC Advisors, LLC.	Shares	22.9KSH	$1.1M
31	FLAGSTAR SECURITIES, INC	Shares	21.6KSH	$1.1M
32	Financial Enhancement Group LLC	Shares	20.9KSH	$1.0M
33	Mechanics Bank Trust Department	Shares	20.2KSH	$999.1K
34	BigSur Wealth Management LLC	Shares	19.0KSH	$938.4K
35	Boltwood Capital Management	Shares	18.4KSH	$911.2K
36	CUMBERLAND ADVISORS INC	Shares	16.9KSH	$834.0K
37	Heartwood Wealth Advisors LLC	Shares	16.8KSH	$831.7K
38	Blue Trust, Inc.	Shares	15.1KSH	$747.5K
39	Citizens National Bank Trust Department	Shares	14.8KSH	$729.5K
40	Brookwood Investment Group LLC	Shares	13.9KSH	$688.9K
41	Rathbones Group PLC	Shares	13.8KSH	$682.1K
42	First Growth Capital LLC	Shares	12.7KSH	$627.4K
43	MassMutual Private Wealth & Trust, FSB	Shares	11.7KSH	$577.3K
44	OMNI 360 Wealth, Inc.	Shares	10.6KSH	$524.8K
45	Sidoxia Capital Management, LLC	Shares	10.2KSH	$506.0K
46	Phraction Management LLC	Shares	10.2KSH	$503.6K
47	Sage Capital Management, LLC	Shares	9.7KSH	$477.4K
48	Farther Finance Advisors, LLC	Shares	9.6KSH	$474.2K
49	Silverleafe Capital Partners, LLC	Shares	9.5KSH	$468.5K
50	Alliance Wealth Advisors, LLC	Shares	8.6KSH	$424.8K

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

50 / 135 loaded

#		Instrument
1	Union Bancaire Privee, UBP SA trimmed	Shares	-13.9K	+$560.6M	$561.9M
2	IFM Investors Pty Ltd trimmed	Shares	-27.0K	+$3.6M	$94.5M
3	Nipun Capital, L.P. trimmed	Shares	-17.8K	+$3.4M	$82.1M
4	Ninety One UK Ltd added	Shares	+41.4K	+$2.6M	$12.2M
5	Connective Portfolio Management, LLC new	Shares	+50.0K	+$2.5M	$2.5M
6	Royal Fund Management, LLC added	Shares	+10.6K	+$919.5K	$8.3M
7	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+6.6K	+$620.5K	$6.0M
8	Randolph Co Inc trimmed	Shares	-80	+$443.4K	$8.7M
9	Pictet North America Advisors SA added	Shares	+5.9K	+$443.0K	$2.9M
10	Avidian Wealth Enterprises, LLC added	Shares	+2.0K	+$424.3K	$6.4M
11	Corecam Pte. Ltd. new	Shares	+8.3K	+$410.2K	$410.2K
12	ATTICUS WEALTH MANAGEMENT, LLC added	Shares	+3.1K	+$205.7K	$1.2M
13	Apella Capital, LLC new	Shares	+4.1K	+$203.7K	$203.7K
14	CWC Advisors, LLC. added	Shares	+2.5K	+$177.5K	$1.1M
15	D.A. DAVIDSON & CO. trimmed	Shares	-1.3K	+$168.5K	$4.5M
16	Heartwood Wealth Advisors LLC added	Shares	+2.3K	+$152.3K	$831.7K
17	MEITAV INVESTMENT HOUSE LTD unchanged	Shares	0	+$148.9K	$2.9M
18	Congress Park Capital LLC added	Shares	+1.0K	+$142.1K	$1.8M
19	Composition Wealth, LLC added	Shares	+701	+$116.1K	$1.6M
20	GUIDANCE CAPITAL, INC added	Shares	+2.5K	+$107.1K	$1.4M
21	Sharper & Granite LLC added	Shares	+1.8K	+$104.0K	$422.0K
22	180 WEALTH ADVISORS, LLC added	Shares	+1.8K	+$102.4K	$317.8K
23	Blue Trust, Inc. added	Shares	+1.1K	+$88.1K	$747.5K
24	Consolidated Investment Group LLC unchanged	Shares	0	+$87.9K	$1.7M
25	Eastover Investment Advisors LLC added	Shares	+800	+$53.8K	$316.5K
26	BigSur Wealth Management LLC unchanged	Shares	0	+$48.5K	$938.4K
27	CUMBERLAND ADVISORS INC added	Shares	+10	+$43.5K	$834.0K
28	OMNI 360 Wealth, Inc. added	Shares	+237	+$38.2K	$524.8K
29	Sidoxia Capital Management, LLC added	Shares	+126	+$32.0K	$506.0K
30	First Growth Capital LLC trimmed	Shares	-108	+$29.0K	$627.4K
31	Finley Financial, LLC added	Shares	+200	+$26.8K	$337.6K
32	Phraction Management LLC unchanged	Shares	0	+$26.0K	$503.6K
33	Brookwood Investment Group LLC trimmed	Shares	-218	+$25.4K	$688.9K
34	Sage Capital Management, LLC unchanged	Shares	0	+$24.6K	$477.4K
35	Apollon Wealth Management, LLC added	Shares	+135	+$22.8K	$319.7K
36	Alliance Wealth Advisors, LLC unchanged	Shares	0	+$21.9K	$424.8K
37	Ameliora Wealth Management Ltd. unchanged	Shares	0	+$20.8K	$401.5K
38	First City Capital Management, Inc. added	Shares	+155	+$20.1K	$248.7K
39	LMCG INVESTMENTS, LLC trimmed	Shares	-2.9K	+$19.6K	$3.0M
40	IFP Advisors, Inc added	Shares	+283	+$19.5K	$120.9K
41	Farther Finance Advisors, LLC trimmed	Shares	-145	+$18.9K	$474.2K
42	CHATHAM CAPITAL GROUP, INC. unchanged	Shares	0	+$17.8K	$344.5K
43	JGP Wealth Management, LLC trimmed	Shares	-43	+$17.4K	$375.5K
44	FIDUCIARY FINANCIAL GROUP, LLC trimmed	Shares	-1.2K	+$17.0K	$1.4M
45	Yoffe Investment Management, LLC unchanged	Shares	0	+$17.0K	$328.7K
46	Crewe Advisors LLC unchanged	Shares	0	+$16.9K	$327.1K
47	Envestnet Portfolio Solutions, Inc. unchanged	Shares	0	+$16.2K	$313.0K
48	SIGNATUREFD, LLC unchanged	Shares	0	+$15.3K	$297.3K
49	Silverleafe Capital Partners, LLC trimmed	Shares	-196	+$15.0K	$468.5K
50	EverSource Wealth Advisors, LLC added	Shares	+302	+$15.0K	$16.2K

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