Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 98 loaded

#		Instrument	quantity
1	HM PAYSON & CO	Shares	6.6MSH	$147.9M
2	Brookstone Capital Management	Shares	1.7MSH	$37.4M
3	Financial Advisory Corp	Shares	1.3MSH	$29.8M
4	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	980.9KSH	$21.9M
5	FULTON BANK, N.A.	Shares	839.8KSH	$18.8M
6	MKT Advisors LLC	Shares	840.5KSH	$18.8M
7	Asset Advisors Investment Management, LLC	Shares	749.6KSH	$16.8M
8	TITLEIST ASSET MANAGEMENT, LLC	Shares	732.1KSH	$16.4M
9	Merit Financial Group, LLC	Shares	712.4KSH	$15.9M
10	SHELTON WEALTH MANAGEMENT, LLC	Shares	486.9KSH	$10.9M
11	Apella Capital, LLC	Shares	440.8KSH	$9.8M
12	CHATHAM CAPITAL GROUP, INC.	Shares	410.4KSH	$9.2M
13	Delta Wealth Advisors LLC	Shares	376.2KSH	$8.4M
14	REBALANCE, LLC	Shares	299.7KSH	$6.7M
15	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	259.8KSH	$5.8M
16	D.A. DAVIDSON & CO.	Shares	224.4KSH	$5.0M
17	TRUE Private Wealth Advisors	Shares	222.1KSH	$5.0M
18	Legacy Private Trust Co.	Shares	170.9KSH	$3.8M
19	SIGNATUREFD, LLC	Shares	158.6KSH	$3.5M
20	Lantz Financial LLC	Shares	153.5KSH	$3.4M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	152.6KSH	$3.4M
22	Old Port Advisors	Shares	147.3KSH	$3.3M
23	HOWLAND CAPITAL MANAGEMENT LLC	Shares	142.0KSH	$3.2M
24	Gradient Investments LLC	Shares	139.4KSH	$3.1M
25	Mechanics Bank Trust Department	Shares	103.0KSH	$2.3M
26	Hughes Financial Services, LLC	Shares	102.9KSH	$2.3M
27	KOM Wealth Management Group, LLC	Shares	102.7KSH	$2.3M
28	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	Shares	100.5KSH	$2.2M
29	Penobscot Investment Management Company, Inc.	Shares	92.0KSH	$2.1M
30	Montecito Bank & Trust	Shares	90.9KSH	$2.0M
31	IFP Advisors, Inc	Shares	88.9KSH	$2.0M
32	Foundry Financial Group, Inc.	Shares	75.4KSH	$1.7M
33	KFG WEALTH MANAGEMENT, LLC	Shares	73.4KSH	$1.6M
34	Klaas Financial Asset Advisors, LLC	Shares	68.5KSH	$1.5M
35	Great Diamond Partners, LLC	Shares	58.3KSH	$1.3M
36	RIVERCHASE WEALTH MANAGEMENT, LLC	Shares	48.7KSH	$1.1M
37	DAVENPORT & Co LLC	Shares	48.2KSH	$1.1M
38	BARRETT & COMPANY, INC.	Shares	46.4KSH	$1.0M
39	MOULTON WEALTH MANAGEMENT, INC	Shares	43.5KSH	$968.8K
40	4J Wealth Management LLC	Shares	42.5KSH	$950.3K
41	Apollon Wealth Management, LLC	Shares	39.2KSH	$876.0K
42	Farther Finance Advisors, LLC	Shares	36.6KSH	$817.8K
43	MISSION WEALTH MANAGEMENT, LP	Shares	36.3KSH	$812.7K
44	Chris Bulman Inc	Shares	34.9KSH	$780.2K
45	BENJAMIN EDWARDS INC	Shares	31.9KSH	$713.4K
46	Mesirow Financial Investment Management, Inc.	Shares	31.1KSH	$695.4K
47	Prosperity Planning, Inc.	Principal	30.9KPRN	$691.9K
48	Physician Wealth Advisors, Inc.	Shares	29.9KSH	$667.9K
49	JOHNSON INVESTMENT COUNSEL INC	Shares	29.0KSH	$649.5K
50	CARY STREET PARTNERS FINANCIAL LLC	Shares	27.3KSH	$611.6K

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

50 / 102 loaded

#		Instrument
1	FULTON BANK, N.A. added	Shares	+207.5K	+$4.6M	$18.8M
2	Financial Advisory Corp added	Shares	+126.3K	+$2.8M	$29.8M
3	SBE LLC DBA CEDAR COVE WEALTH PARTNERS new	Shares	+100.5K	+$2.2M	$2.2M
4	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+45.7K	+$981.5K	$16.4M
5	D.A. DAVIDSON & CO. added	Shares	+41.0K	+$905.2K	$5.0M
6	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+39.1K	+$818.5K	$21.9M
7	DAVENPORT & Co LLC added	Shares	+35.3K	+$788.1K	$1.1M
8	MKT Advisors LLC added	Shares	+36.3K	+$762.5K	$18.8M
9	SHELTON WEALTH MANAGEMENT, LLC added	Shares	+30.5K	+$654.6K	$10.9M
10	REBALANCE, LLC added	Shares	+29.0K	+$632.7K	$6.7M
11	Apella Capital, LLC added	Shares	+30.1K	+$622.8K	$9.8M
12	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+25.0K	+$552.2K	$3.2M
13	Physician Wealth Advisors, Inc. added	Shares	+23.0K	+$513.3K	$667.9K
14	Montecito Bank & Trust added	Shares	+22.8K	+$506.1K	$2.0M
15	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+22.3K	+$483.7K	$5.8M
16	Lantz Financial LLC added	Shares	+20.9K	+$458.8K	$3.4M
17	KOM Wealth Management Group, LLC added	Shares	+16.9K	+$374.0K	$2.3M
18	Farther Finance Advisors, LLC added	Shares	+16.5K	+$368.5K	$817.8K
19	Great Diamond Partners, LLC added	Shares	+16.3K	+$362.9K	$1.3M
20	Trust Point Inc. new	Shares	+15.3K	+$342.0K	$342.0K
21	MISSION WEALTH MANAGEMENT, LP added	Shares	+13.8K	+$306.3K	$812.7K
22	XY Planning Network, Inc. new	Shares	+12.3K	+$274.3K	$274.3K
23	Commonwealth Financial Services, LLC new	Shares	+11.2K	+$250.2K	$250.2K
24	Community Financial Services Group, LLC new	Shares	+9.9K	+$221.4K	$221.4K
25	Prosperity Planning, Inc. added	Principal	+6.7K	+$148.6K	$691.9K
26	4J Wealth Management LLC added	Shares	+6.3K	+$139.5K	$950.3K
27	Key FInancial Inc new	Shares	+4.8K	+$108.2K	$108.2K
28	DecisionMap Wealth Management, LLC added	Shares	+4.3K	+$95.8K	$360.4K
29	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+3.6K	+$80.2K	$286.6K
30	Longview Financial Advisors LLC new	Shares	+2.5K	+$56.4K	$56.4K
31	Hughes Financial Services, LLC added	Shares	+2.7K	+$53.9K	$2.3M
32	KFG WEALTH MANAGEMENT, LLC added	Shares	+2.5K	+$52.2K	$1.6M
33	Delta Wealth Advisors LLC added	Shares	+3.3K	+$50.4K	$8.4M
34	Asset Advisors Investment Management, LLC added	Shares	+3.9K	+$42.1K	$16.8M
35	Blue Trust, Inc. added	Shares	+1.6K	+$36.5K	$51.2K
36	RIVERCHASE WEALTH MANAGEMENT, LLC added	Shares	+1.7K	+$34.7K	$1.1M
37	Avidian Wealth Enterprises, LLC added	Shares	+1.6K	+$33.7K	$494.4K
38	Klaas Financial Asset Advisors, LLC added	Shares	+1.2K	+$23.8K	$1.5M
39	BENJAMIN EDWARDS INC added	Shares	+906	+$18.4K	$713.4K
40	Foundry Financial Group, Inc. added	Shares	+939	+$16.5K	$1.7M
41	Prospera Financial Services Inc added	Shares	+659	+$14.0K	$304.0K
42	Walleye Partners, LLC added	Shares	+185	+$3.0K	$442.8K
43	Stonebridge Financial Group, LLC added	Shares	+190	+$2.9K	$524.7K
44	Churchill Financial Advisors, LLC added	Shares	+134	+$1.8K	$440.4K
45	Apollon Wealth Management, LLC added	Shares	+178	+$1.7K	$876.0K
46	Conrad Siegel Investment Advisors, Inc. added	Shares	+135	+$1.4K	$604.5K
47	BARRETT & COMPANY, INC. added	Shares	+137	+$291	$1.0M
48	CoreCap Advisors, LLC added	Shares	+10	+$166	$21.8K
49	Aventura Private Wealth, LLC unchanged	Shares	0	$0	$112
50	First PREMIER Bank unchanged	Shares	0	$0	$17

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