Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Avior Wealth Management, LLC	Shares	90.6KSH	$11.3M
2	Composition Wealth, LLC	Shares	19.2KSH	$2.4M
3	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	15.8KSH	$2.0M
4	DECISION INVESTMENTS, INC	Shares	11.9KSH	$1.5M
5	Mirae Asset Global Investments Co., Ltd.	Shares	9.9KSH	$1.2M
6	FSM Wealth Advisors, LLC	Shares	9.1KSH	$1.1M
7	Tiller Private Wealth, Inc.	Shares	4.4KSH	$546.0K
8	COOKSON PEIRCE & CO INC	Shares	4.3KSH	$532.6K
9	UNIQUE WEALTH, LLC	Shares	3.4KSH	$420.2K
10	Johnson Bixby & Associates, LLC	Shares	2.8KSH	$353.3K
11	Mesirow Financial Investment Management, Inc.	Shares	2.8KSH	$345.5K
12	PARTNERS WEALTH MANAGEMENT, LLC	Shares	2.5KSH	$307.2K
13	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	2.3KSH	$286.6K
14	D.A. DAVIDSON & CO.	Shares	2.1KSH	$267.7K
15	Nova Wealth Management, Inc.	Shares	2.1KSH	$257.6K
16	CLIENT 1ST ADVISORY GROUP, LLC	Shares	1.8KSH	$225.6K
17	Spire Wealth Management	Shares	1.6KSH	$200.3K
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.5KSH	$187.3K
19	City State Bank	Shares	1.4KSH	$174.3K
20	HARBOR INVESTMENT ADVISORY, LLC	Shares	1.0KSH	$130.1K
21	Farther Finance Advisors, LLC	Shares	1.0KSH	$129.4K
22	Sava Infond d.o.o.	Shares	575SH	$71.6K
23	SBI Securities Co., Ltd.	Shares	293SH	$36.5K
24	Physician Wealth Advisors, Inc.	Shares	195SH	$24.3K
25	Frankly Finances, LLC	Shares	150SH	$18.7K
26	Blue Trust, Inc.	Shares	44SH	$5.5K
27	Central Pacific Bank - Trust Division	Shares	42SH	$5.2K
28	Quest 10 Wealth Builders, Inc.	Shares	26SH	$3.2K
29	CoreCap Advisors, LLC	Shares	25SH	$3.1K
30	Cape Investment Advisory, Inc.	Shares	23SH	$2.9K
31	SENTINEL TRUST CO LBA	Shares	15.8KSH	$2.0K
32	Rosenberg Matthew Hamilton	Shares	2SH	$249

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

35 / 35 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. added	Shares	+6.1K	+$804.1K	$1.2M
2	Avior Wealth Management, LLC trimmed	Shares	-1.6K	+$767.4K	$11.3M
3	Composition Wealth, LLC added	Shares	+909	+$305.1K	$2.4M
4	DECISION INVESTMENTS, INC added	Shares	+3	+$125.3K	$1.5M
5	FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed	Shares	-512	+$107.6K	$2.0M
6	FSM Wealth Advisors, LLC trimmed	Shares	-169	+$76.5K	$1.1M
7	COOKSON PEIRCE & CO INC added	Shares	+65	+$52.4K	$532.6K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+145	+$33.3K	$187.3K
9	Mesirow Financial Investment Management, Inc. unchanged	Shares	0	+$29.2K	$345.5K
10	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+23	+$26.9K	$286.6K
11	Tiller Private Wealth, Inc. trimmed	Shares	-175	+$26.1K	$546.0K
12	PARTNERS WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$25.9K	$307.2K
13	UNIQUE WEALTH, LLC trimmed	Shares	-128	+$20.9K	$420.2K
14	CLIENT 1ST ADVISORY GROUP, LLC unchanged	Shares	0	+$19.0K	$225.6K
15	Spire Wealth Management added	Shares	+1	+$17.0K	$200.3K
16	City State Bank unchanged	Shares	0	+$14.7K	$174.3K
17	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$11.0K	$130.1K
18	Farther Finance Advisors, LLC trimmed	Shares	-2	+$9.6K	$129.4K
19	Nova Wealth Management, Inc. trimmed	Shares	-111	+$9.1K	$257.6K
20	Physician Wealth Advisors, Inc. added	Shares	+47	+$7.4K	$24.3K
21	Sava Infond d.o.o. unchanged	Shares	0	+$6.0K	$71.6K
22	SBI Securities Co., Ltd. added	Shares	+5	+$3.6K	$36.5K
23	Cape Investment Advisory, Inc. new	Shares	+23	+$2.9K	$2.9K
24	CoreCap Advisors, LLC added	Shares	+19	+$2.4K	$3.1K
25	Frankly Finances, LLC unchanged	Shares	0	+$1.6K	$18.7K
26	Blue Trust, Inc. unchanged	Shares	0	+$462	$5.5K
27	Central Pacific Bank - Trust Division unchanged	Shares	0	+$441	$5.2K
28	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$273	$3.2K
29	SENTINEL TRUST CO LBA unchanged	Shares	0	+$166	$2.0K
30	Rosenberg Matthew Hamilton unchanged	Shares	0	+$21	$249
31	AdvisorNet Financial, Inc exited	Shares	-104	-$11.8K	$0
32	D.A. DAVIDSON & CO. trimmed	Shares	-404	-$23.5K	$267.7K
33	Johnson Bixby & Associates, LLC trimmed	Shares	-1.5K	-$142.3K	$353.3K
34	Centerline Wealth Advisors, LLC exited	Shares	-2.0K	-$231.1K	$0
35	TCFG Investment Advisors, LLC exited	Shares	-2.8K	-$316.6K	$0