Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 134 loaded

#		Instrument	quantity
1	McNaughton Wealth Management, LLC	Shares	102.5KSH	$7.8M
2	Wealthcare Advisory Partners LLC	Shares	97.7KSH	$7.4M
3	BostonPremier Wealth LLC	Shares	96.5KSH	$7.4M
4	CORA CAPITAL ADVISORS LLC	Shares	91.1KSH	$6.9M
5	LRI Investments, LLC	Shares	70.9KSH	$5.4M
6	INDEPENDENT FINANCIAL GROUP, LLC	Shares	69.6KSH	$5.3M
7	Wealth Management Partners, LLC	Shares	65.6KSH	$5.0M
8	Intrua Financial, LLC	Shares	58.8KSH	$4.5M
9	Ardent Capital Management, Inc.	Shares	40.6KSH	$3.1M
10	Spire Wealth Management	Shares	38.1KSH	$2.9M
11	Gemmer Asset Management LLC	Shares	36.5KSH	$2.8M
12	CASCADE INVESTMENT GROUP, INC.	Shares	34.5KSH	$2.6M
13	STEPHEN J. GARRY & ASSOCIATES, LLC	Shares	34.1KSH	$2.6M
14	IFP Advisors, Inc	Shares	32.8KSH	$2.5M
15	WADDELL & ASSOCIATES, LLC	Shares	31.3KSH	$2.4M
16	Altura Wealth Advisors Inc.	Shares	30.7KSH	$2.3M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.8KSH	$2.2M
18	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	27.5KSH	$2.1M
19	LTS Liquid Investments LLC	Shares	27.0KSH	$2.1M
20	Wealth Management Associates, Inc.	Shares	25.7KSH	$2.0M
21	VVR Holdings LLC	Shares	23.1KSH	$1.8M
22	Antonelli Financial Advisors, LLC	Shares	18.7KSH	$1.4M
23	Brookstone Capital Management	Shares	18.2KSH	$1.4M
24	Platform Technology Partners	Shares	16.7KSH	$1.3M
25	Farther Finance Advisors, LLC	Shares	16.6KSH	$1.3M
26	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	15.1KSH	$1.2M
27	Berbice Capital Management LLC	Shares	13.8KSH	$1.1M
28	Avior Wealth Management, LLC	Shares	13.5KSH	$1.0M
29	Global View Capital Management LLC	Shares	13.3KSH	$1.0M
30	Center for Financial Planning, Inc.	Shares	11.9KSH	$904.9K
31	NWAM LLC	Shares	11.2KSH	$855.1K
32	FIDUCIARY FINANCIAL GROUP, LLC	Shares	11.0KSH	$835.2K
33	Columbus Macro, LLC	Shares	11.0KSH	$834.2K
34	HERBST GROUP, LLC	Shares	10.6KSH	$807.3K
35	Guardian Asset Advisors, LLC	Shares	9.6KSH	$734.8K
36	CENTRAL VALLEY ADVISORS, LLC	Shares	9.5KSH	$725.7K
37	Amplius Wealth Advisors, LLC	Shares	9.4KSH	$712.6K
38	LexAurum Advisors, LLC	Shares	8.1KSH	$615.6K
39	Total Clarity Wealth Management, Inc.	Shares	8.0KSH	$611.0K
40	Plan A Wealth LLC	Shares	8.0KSH	$608.7K
41	Cypress Point Wealth Management, LLC	Shares	7.7KSH	$588.4K
42	PFG Advisors	Shares	7.4KSH	$563.2K
43	PARTNERS WEALTH MANAGEMENT, LLC	Shares	7.0KSH	$533.9K
44	Apollon Wealth Management, LLC	Shares	7.0KSH	$533.1K
45	TITLEIST ASSET MANAGEMENT, LLC	Shares	6.9KSH	$528.5K
46	J.W. COLE ADVISORS, INC.	Shares	6.9KSH	$524.2K
47	Waldron Private Wealth LLC	Shares	6.7KSH	$510.1K
48	Networth Advisors, LLC	Shares	6.7KSH	$508.7K
49	SWMG, LLC	Shares	7.1KSH	$496.0K
50	SONATA CAPITAL GROUP INC	Shares	5.8KSH	$445.5K

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

50 / 139 loaded

#		Instrument
1	Spire Wealth Management added	Shares	+37.9K	+$2.9M	$2.9M
2	BostonPremier Wealth LLC added	Shares	+395	+$2.9M	$7.4M
3	CORA CAPITAL ADVISORS LLC added	Shares	+2.6K	+$2.8M	$6.9M
4	Wealthcare Advisory Partners LLC trimmed	Shares	-7.6K	+$2.5M	$7.4M
5	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+7.5K	+$2.4M	$5.3M
6	Altura Wealth Advisors Inc. new	Shares	+30.7K	+$2.3M	$2.3M
7	Wealth Management Partners, LLC added	Shares	+3.9K	+$2.1M	$5.0M
8	LTS Liquid Investments LLC new	Shares	+27.0K	+$2.1M	$2.1M
9	Intrua Financial, LLC added	Shares	+2.4K	+$1.9M	$4.5M
10	McNaughton Wealth Management, LLC trimmed	Shares	-28.6K	+$1.7M	$7.8M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.9K	+$1.3M	$2.2M
12	Gemmer Asset Management LLC added	Shares	+3.8K	+$1.3M	$2.8M
13	Ardent Capital Management, Inc. trimmed	Shares	-358	+$1.2M	$3.1M
14	CASCADE INVESTMENT GROUP, INC. trimmed	Shares	-88	+$1.0M	$2.6M
15	LRI Investments, LLC trimmed	Shares	-23.6K	+$1.0M	$5.4M
16	STEPHEN J. GARRY & ASSOCIATES, LLC trimmed	Shares	-715	+$977.5K	$2.6M
17	WADDELL & ASSOCIATES, LLC added	Shares	+525	+$950.7K	$2.4M
18	LAUREL OAK WEALTH MANAGEMENT, LLC added	Shares	+1.7K	+$894.3K	$2.1M
19	NWAM LLC new	Shares	+11.2K	+$855.1K	$855.1K
20	Farther Finance Advisors, LLC added	Shares	+6.7K	+$796.3K	$1.3M
21	Wealth Management Associates, Inc. added	Shares	+550	+$788.1K	$2.0M
22	Guardian Asset Advisors, LLC new	Shares	+9.6K	+$734.8K	$734.8K
23	Berbice Capital Management LLC added	Shares	+5.5K	+$666.8K	$1.1M
24	Avior Wealth Management, LLC added	Shares	+5.6K	+$662.2K	$1.0M
25	IFP Advisors, Inc trimmed	Shares	-7.3K	+$632.8K	$2.5M
26	Brookstone Capital Management added	Shares	+1.4K	+$605.9K	$1.4M
27	Center for Financial Planning, Inc. added	Shares	+5.0K	+$583.4K	$904.9K
28	TITLEIST ASSET MANAGEMENT, LLC new	Shares	+6.9K	+$528.5K	$528.5K
29	Networth Advisors, LLC new	Shares	+6.7K	+$508.7K	$508.7K
30	Platform Technology Partners added	Shares	+10	+$496.4K	$1.3M
31	VVR Holdings LLC trimmed	Shares	-4.0K	+$496.3K	$1.8M
32	SWMG, LLC new	Shares	+7.1K	+$496.0K	$496.0K
33	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-172	+$439.9K	$1.2M
34	Antonelli Financial Advisors, LLC trimmed	Shares	-2.6K	+$434.0K	$1.4M
35	Onyx Bridge Wealth Group LLC new	Shares	+5.7K	+$431.3K	$431.3K
36	Columbus Macro, LLC added	Shares	+1.5K	+$392.1K	$834.2K
37	Dynamic Advisor Solutions LLC new	Shares	+5.1K	+$388.6K	$388.6K
38	Taylor & Morgan Wealth Management, LLC new	Shares	+5.1K	+$388.4K	$388.4K
39	Global View Capital Management LLC trimmed	Shares	-160	+$386.0K	$1.0M
40	Westmount Partners, LLC new	Shares	+5.0K	+$378.5K	$378.5K
41	Cornerstone Wealth Management, LLC new	Shares	+4.7K	+$357.3K	$357.3K
42	LexAurum Advisors, LLC added	Shares	+2.4K	+$351.5K	$615.6K
43	PFG Investments, LLC new	Shares	+4.1K	+$315.9K	$315.9K
44	Cypress Wealth Services, LLC new	Shares	+4.1K	+$313.7K	$313.7K
45	HERBST GROUP, LLC trimmed	Shares	-25	+$312.9K	$807.3K
46	GEM Asset Management, LLC new	Shares	+4.0K	+$306.0K	$306.0K
47	FIDUCIARY FINANCIAL GROUP, LLC trimmed	Shares	-472	+$303.0K	$835.2K
48	B. Riley Wealth Advisors, Inc. new	Shares	+4.1K	+$300.6K	$300.6K
49	GenWealth Group, Inc. new	Shares	+3.8K	+$288.6K	$288.6K
50	CENTRAL VALLEY ADVISORS, LLC added	Shares	+101	+$287.0K	$725.7K

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