Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 516 loaded

#		Instrument	quantity
1	Carrhae Capital LLP	PUT	8.0MSH	$549.2M
2	Greenfield FTC, Inc.	Shares	1.9MSH	$128.6M
3	GREENLEAF TRUST	Shares	1.4MSH	$94.3M
4	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	1.1MSH	$72.3M
5	MIZUHO MARKETS AMERICAS LLC	Shares	713.8KSH	$48.8M
6	MEITAV INVESTMENT HOUSE LTD	Shares	677.3KSH	$46.3M
7	Provenance Wealth Advisors, LLC	Shares	627.0KSH	$42.9M
8	New Harbor Financial Group, LLC	Shares	583.2KSH	$39.9M
9	HWG Holdings LP	Shares	558.0KSH	$38.2M
10	AMARILLO NATIONAL BANK	Shares	547.2KSH	$37.4M
11	Beirne Wealth Consulting Services, LLC	Shares	526.2KSH	$36.0M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	456.9KSH	$27.7M
13	Mesirow Financial Investment Management, Inc.	Shares	333.9KSH	$22.8M
14	Merit Financial Group, LLC	Shares	321.6KSH	$22.0M
15	COLTON GROOME FINANCIAL ADVISORS, LLC	Shares	315.4KSH	$21.6M
16	First Heartland Consultants, Inc.	Shares	274.4KSH	$18.8M
17	BANQUE PICTET & CIE SA	Shares	238.9KSH	$16.3M
18	Kaydan Wealth Management, Inc.	Shares	232.5KSH	$15.9M
19	Royal Fund Management, LLC	Shares	229.4KSH	$15.7M
20	Finley Financial, LLC	Shares	224.9KSH	$15.4M
21	Clarity Wealth Advisors, LLC	Shares	221.0KSH	$15.1M
22	VISTA FINANCE, LLC	Shares	213.4KSH	$14.6M
23	SteelPeak Wealth, LLC	Shares	211.1KSH	$14.4M
24	CoreCap Advisors, LLC	Shares	209.2KSH	$14.3M
25	Mirae Asset Global Investments Co., Ltd.	Shares	208.5KSH	$14.3M
26	Aries Wealth Management	Shares	202.5KSH	$13.9M
27	Redhawk Wealth Advisors, Inc.	Shares	198.8KSH	$13.6M
28	Legacy Wealth Partners, LLC	Shares	189.6KSH	$13.0M
29	HT Partners LLC	Shares	184.6KSH	$12.6M
30	Farther Finance Advisors, LLC	Shares	182.3KSH	$12.5M
31	LMCG INVESTMENTS, LLC	Shares	177.1KSH	$12.1M
32	WASHINGTON GROWTH STRATEGIES LLC	Shares	174.1KSH	$11.9M
33	Wealth Advisory Solutions, LLC	Shares	164.9KSH	$11.3M
34	Rathbones Group PLC	Shares	164.7KSH	$11.3M
35	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	150.0KSH	$10.3M
36	J.W. COLE ADVISORS, INC.	Shares	142.6KSH	$9.8M
37	PKO Investment Management Joint-Stock Co	Shares	141.5KSH	$9.7M
38	MONEYWISE, INC.	Shares	127.3KSH	$8.7M
39	Ballentine Partners, LLC	Shares	122.0KSH	$8.3M
40	Grove Bank & Trust	Shares	121.5KSH	$8.3M
41	PFW Advisors LLC	Shares	119.6KSH	$8.2M
42	Confluence Wealth Services, Inc.	Shares	116.7KSH	$8.0M
43	RTD Financial Advisors, Inc.	Shares	116.5KSH	$8.0M
44	First Financial Bank - Trust Division	Shares	116.0KSH	$7.9M
45	INDEPENDENT FINANCIAL GROUP, LLC	Shares	115.1KSH	$7.9M
46	Valeo Financial Advisors, LLC	Shares	114.4KSH	$7.8M
47	COREPATH WEALTH PARTNERS LLC	Shares	117.5KSH	$7.8M
48	Ryan Investment Management, Inc.	Shares	113.1KSH	$7.7M
49	Arbor Investment Advisors, LLC	Shares	104.6KSH	$7.2M
50	Parisi Gray Wealth Management	Shares	104.0KSH	$7.1M

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

50 / 542 loaded

#		Instrument
1	Carrhae Capital LLP new	PUT	+8.0M	+$549.2M	$549.2M
2	Greenfield FTC, Inc. added	Shares	+1.1M	+$83.9M	$128.6M
3	MIZUHO MARKETS AMERICAS LLC new	Shares	+713.8K	+$48.8M	$48.8M
4	MEITAV INVESTMENT HOUSE LTD new	Shares	+677.3K	+$46.3M	$46.3M
5	Beirne Wealth Consulting Services, LLC added	Shares	+382.7K	+$27.8M	$36.0M
6	Kaydan Wealth Management, Inc. new	Shares	+232.5K	+$15.9M	$15.9M
7	Royal Fund Management, LLC new	Shares	+229.4K	+$15.7M	$15.7M
8	HWG Holdings LP added	Shares	+87.6K	+$11.5M	$38.2M
9	GREENLEAF TRUST trimmed	Shares	-89.4K	+$10.9M	$94.3M
10	HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed	Shares	-31.1K	+$10.5M	$72.3M
11	J.W. COLE ADVISORS, INC. new	Shares	+142.6K	+$9.8M	$9.8M
12	New Harbor Financial Group, LLC added	Shares	+14.4K	+$7.6M	$39.9M
13	Legacy Wealth Partners, LLC added	Shares	+94.7K	+$7.6M	$13.0M
14	Provenance Wealth Advisors, LLC trimmed	Shares	-920	+$7.2M	$42.9M
15	Ninety One SA (PTY) Ltd new	Shares	+102.8K	+$7.0M	$7.0M
16	Merit Financial Group, LLC added	Shares	+49.1K	+$6.5M	$22.0M
17	AMARILLO NATIONAL BANK added	Shares	+556	+$6.4M	$37.4M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+39.4K	+$6.3M	$27.7M
19	Mosley Wealth Management added	Shares	+85.3K	+$5.9M	$6.2M
20	IFP Advisors, Inc added	Shares	+72.8K	+$5.3M	$7.1M
21	CoreCap Advisors, LLC added	Shares	+45.8K	+$5.0M	$14.3M
22	First Heartland Consultants, Inc. added	Shares	+31.2K	+$5.0M	$18.8M
23	Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. new	Shares	+68.7K	+$4.7M	$4.7M
24	BANQUE PICTET & CIE SA added	Shares	+33.2K	+$4.7M	$16.3M
25	COLTON GROOME FINANCIAL ADVISORS, LLC added	Shares	+11.0K	+$4.3M	$21.6M
26	Mesirow Financial Investment Management, Inc. added	Shares	+3.8K	+$4.1M	$22.8M
27	Clarity Wealth Advisors, LLC added	Shares	+11.6K	+$3.2M	$15.1M
28	VISTA FINANCE, LLC added	Shares	+13.0K	+$3.2M	$14.6M
29	AK GLOBAL ASSET MANAGEMENT, LLC added	Shares	+5.5K	+$3.2M	$3.2M
30	Portus Wealth Advisors, LLC added	Shares	+42.9K	+$2.9M	$3.0M
31	Redhawk Wealth Advisors, Inc. added	Shares	+8.9K	+$2.8M	$13.6M
32	Aries Wealth Management added	Shares	+4.9K	+$2.6M	$13.9M
33	Finley Financial, LLC trimmed	Shares	-2.6K	+$2.5M	$15.4M
34	Ramiah Investment Group added	Shares	+33.0K	+$2.4M	$3.0M
35	Financial & Tax Architects, LLC added	Shares	+21.3K	+$2.3M	$6.5M
36	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+16.5K	+$2.3M	$7.9M
37	Confluence Wealth Services, Inc. added	Shares	+16.0K	+$2.3M	$8.0M
38	Buska Wealth Management, LLC added	Shares	+28.9K	+$2.1M	$2.9M
39	NEW WAVE WEALTH ADVISORS LLC new	Shares	+30.9K	+$2.1M	$2.1M
40	JUNCTURE WEALTH STRATEGIES, LLC added	Shares	+21.9K	+$2.1M	$4.9M
41	WASHINGTON GROWTH STRATEGIES LLC added	Shares	+939	+$2.1M	$11.9M
42	Penobscot Investment Management Company, Inc. added	Shares	+17.5K	+$2.1M	$6.3M
43	Arlington Capital Management, Inc. new	Shares	+29.6K	+$2.0M	$2.0M
44	Grove Bank & Trust added	Shares	+10.1K	+$2.0M	$8.3M
45	Lifestyle Asset Management, Inc. added	Shares	+25.4K	+$1.8M	$2.2M
46	Ryan Investment Management, Inc. added	Shares	+8.7K	+$1.8M	$7.7M
47	BFI Infinity Ltd. new	PUT	+26.0K	+$1.8M	$1.8M
48	MONEYWISE, INC. added	Shares	+5.2K	+$1.8M	$8.7M
49	Wealth Advisory Solutions, LLC trimmed	Shares	-4.8K	+$1.6M	$11.3M
50	LMCG INVESTMENTS, LLC trimmed	Shares	-7.7K	+$1.6M	$12.1M

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