Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 84 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	3.7MSH	$124.2M
2	New Harbor Financial Group, LLC	Shares	1.0MSH	$35.4M
3	Merit Financial Group, LLC	Shares	552.2KSH	$18.6M
4	Barry Investment Advisors, LLC	Shares	431.9KSH	$14.6M
5	Generali Investments CEE, investicni spolecnost, a.s.	Shares	371.8KSH	$12.5M
6	Randolph Co Inc	Shares	342.0KSH	$11.5M
7	BANQUE PICTET & CIE SA	Shares	270.0KSH	$9.1M
8	Venturi Wealth Management, LLC	Shares	263.7KSH	$8.9M
9	LMCG INVESTMENTS, LLC	Shares	234.1KSH	$7.9M
10	Omnia Family Wealth, LLC	Shares	218.1KSH	$7.4M
11	Corecam Pte. Ltd.	Shares	214.1KSH	$7.2M
12	Lake Hills Wealth Management, LLC	Shares	188.0KSH	$6.3M
13	CoreCap Advisors, LLC	Shares	159.2KSH	$5.4M
14	Fiduciary Alliance LLC	Shares	113.3KSH	$3.8M
15	180 WEALTH ADVISORS, LLC	Shares	111.0KSH	$3.7M
16	Corecam AG	Shares	89.4KSH	$3.0M
17	Redhawk Wealth Advisors, Inc.	Shares	87.8KSH	$3.0M
18	Farther Finance Advisors, LLC	Shares	87.2KSH	$2.9M
19	D.A. DAVIDSON & CO.	Shares	80.7KSH	$2.7M
20	Leibman Financial Services, Inc.	Shares	71.8KSH	$2.4M
21	Sharper & Granite LLC	Shares	70.9KSH	$2.4M
22	Prospera Financial Services Inc	Shares	68.0KSH	$2.3M
23	Stonehearth Capital Management, LLC	Shares	55.2KSH	$1.9M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	53.7KSH	$1.9M
25	Gallacher Capital Management LLC	Shares	52.4KSH	$1.8M
26	Brookstone Capital Management	Shares	46.4KSH	$1.6M
27	Old Port Advisors	Shares	45.3KSH	$1.5M
28	B. Riley Wealth Advisors, Inc.	Shares	44.1KSH	$1.5M
29	Professional Financial Advisors, LLC	Shares	43.3KSH	$1.5M
30	AVALON CAPITAL MANAGEMENT	Shares	40.5KSH	$1.4M
31	MassMutual Private Wealth & Trust, FSB	Shares	40.5KSH	$1.4M
32	Yoffe Investment Management, LLC	Shares	37.2KSH	$1.3M
33	Kastel Capital Advisors, LLC	Shares	32.6KSH	$1.2M
34	Envestnet Portfolio Solutions, Inc.	Shares	32.2KSH	$1.1M
35	Indiana Trust & Investment Management Co	Shares	31.8KSH	$1.1M
36	MBL Wealth, LLC	Shares	28.9KSH	$977.0K
37	Finley Financial, LLC	Shares	27.7KSH	$934.4K
38	CAMELOT TECHNOLOGY ADVISORS, INC.	Shares	27.5KSH	$927.8K
39	Heartwood Wealth Advisors LLC	Shares	26.9KSH	$907.4K
40	EHRLICH FINANCIAL GROUP	Shares	24.1KSH	$814.8K
41	WASHINGTON GROWTH STRATEGIES LLC	Shares	23.5KSH	$792.7K
42	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	22.4KSH	$756.7K
43	EverSource Wealth Advisors, LLC	Shares	17.9KSH	$604.2K
44	National Wealth Management Group, LLC	Shares	17.9KSH	$604.0K
45	Verus Financial Partners, Inc.	Shares	16.4KSH	$552.6K
46	Spire Wealth Management	Shares	13.6KSH	$459.2K
47	SWMG, LLC	Shares	11.9KSH	$412.8K
48	Tactive Advisors, LLC	Shares	12.1KSH	$409.0K
49	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	12.1KSH	$408.1K
50	SBI Securities Co., Ltd.	Shares	12.0KSH	$404.2K

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

50 / 98 loaded

#		Instrument
1	MEITAV INVESTMENT HOUSE LTD new	Shares	+3.7M	+$124.2M	$124.2M
2	Generali Investments CEE, investicni spolecnost, a.s. new	Shares	+371.8K	+$12.5M	$12.5M
3	Lake Hills Wealth Management, LLC new	Shares	+188.0K	+$6.3M	$6.3M
4	Merit Financial Group, LLC added	Shares	+124.5K	+$3.4M	$18.6M
5	B. Riley Wealth Advisors, Inc. new	Shares	+44.1K	+$1.5M	$1.5M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+31.5K	+$1.1M	$1.9M
7	MBL Wealth, LLC new	Shares	+28.9K	+$977.0K	$977.0K
8	Farther Finance Advisors, LLC added	Shares	+31.0K	+$939.0K	$2.9M
9	180 WEALTH ADVISORS, LLC added	Shares	+29.5K	+$851.6K	$3.7M
10	Fiduciary Alliance LLC added	Shares	+31.4K	+$731.4K	$3.8M
11	Kastel Capital Advisors, LLC added	Shares	+6.5K	+$362.8K	$1.2M
12	Formidable Asset Management, LLC new	Shares	+9.7K	+$343.1K	$343.1K
13	Envestnet Portfolio Solutions, Inc. added	Shares	+10.3K	+$308.5K	$1.1M
14	Interchange Capital Partners, LLC new	Shares	+8.8K	+$297.1K	$297.1K
15	Y-Intercept (Hong Kong) Ltd new	Shares	+7.1K	+$239.8K	$239.8K
16	Cooper Financial Group new	Shares	+6.9K	+$233.2K	$233.2K
17	Balefire, LLC new	Shares	+6.6K	+$222.8K	$222.8K
18	Owen LaRue, LLC new	Shares	+6.0K	+$203.2K	$203.2K
19	M3 Advisory Group, LLC new	Shares	+6.0K	+$201.4K	$201.4K
20	D.A. DAVIDSON & CO. added	Shares	+8.9K	+$173.5K	$2.7M
21	CAMELOT TECHNOLOGY ADVISORS, INC. added	Shares	+5.6K	+$148.7K	$927.8K
22	Professional Financial Advisors, LLC added	Shares	+5.0K	+$99.8K	$1.5M
23	Blue Trust, Inc. new	Shares	+2.7K	+$89.9K	$89.9K
24	National Wealth Management Group, LLC added	Shares	+3.0K	+$74.1K	$604.0K
25	Mirae Asset Global Investments Co., Ltd. new	Shares	+2.1K	+$72.6K	$72.6K
26	Second Half Financial Partners, LLC added	Shares	+2.3K	+$66.2K	$307.8K
27	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+2.1K	+$57.7K	$307.6K
28	Corecam Pte. Ltd. added	Shares	+12.1K	+$49.0K	$7.2M
29	Heartwood Wealth Advisors LLC added	Shares	+2.5K	+$42.6K	$907.4K
30	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+2.2K	+$38.2K	$756.7K
31	Generali Investments Towarzystwo Funduszy Inwestycyjnych new	Shares	+600	+$18.9K	$18.9K
32	Cape Investment Advisory, Inc. new	Shares	+393	+$13.3K	$13.3K
33	Wagner Wealth Management, LLC added	Shares	+45	+$1.3K	$4.7K
34	PARK AVENUE SECURITIES LLC added	Shares	+7.5K	+$202	$1.2K
35	Canal Insurance CO unchanged	Shares	0	-$14	$270
36	Pacifica Partners Inc. added	Shares	+4	-$384	$9.4K
37	IFP Advisors, Inc added	Shares	+127	-$493	$95.4K
38	SIGNATUREFD, LLC trimmed	Shares	-19	-$669	$13
39	FIRST HORIZON CORP unchanged	Shares	0	-$850	$16.2K
40	LANARK FINANCIAL, INC. unchanged	Shares	0	-$1.1K	$20.6K
41	Capital Investment Advisory Services, LLC trimmed	Shares	-4	-$1.7K	$29.2K
42	Bangor Savings Bank unchanged	Shares	0	-$1.9K	$37.1K
43	Bogart Wealth, LLC unchanged	Shares	0	-$2.0K	$37.3K
44	ARMSTRONG ADVISORY GROUP, INC exited	Shares	-100	-$3.6K	$0
45	RFG Advisory, LLC added	Shares	+421	-$5.7K	$394.5K
46	Navigation Wealth Management, Inc. added	Shares	+273	-$6.2K	$303.6K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$6.4K	$100.2K
48	Triumph Capital Management added	Shares	+75	-$7.0K	$183.7K
49	Portus Wealth Advisors, LLC exited	Shares	-289	-$10.3K	$0
50	Realta Investment Advisors exited	Shares	-300	-$10.7K	$0

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