Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 130 loaded

#		Instrument	quantity
1	Crumly & Associates Inc.	Shares	619.0KSH	$29.0M
2	ACT WEALTH MANAGEMENT, LLC	Shares	519.1KSH	$24.4M
3	Paradigm, Strategies in Wealth Management, LLC	Shares	381.0KSH	$17.9M
4	Lighthouse Wealth Management Inc.	Shares	341.0KSH	$16.0M
5	Cyr Financial Inc.	Shares	262.3KSH	$12.3M
6	ARQ WEALTH ADVISORS, LLC	Shares	247.5KSH	$11.5M
7	Avidian Wealth Enterprises, LLC	Shares	220.2KSH	$10.3M
8	RFG Advisory, LLC	Shares	202.0KSH	$9.5M
9	Farther Finance Advisors, LLC	Shares	201.4KSH	$9.4M
10	Burns Matteson Capital Management, LLC	Shares	169.0KSH	$7.9M
11	Delta Wealth Advisors LLC	Shares	161.4KSH	$7.6M
12	Ifrah Financial Services, Inc.	Shares	142.8KSH	$6.7M
13	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	136.5KSH	$6.4M
14	IVC Wealth Advisors LLC	Shares	133.1KSH	$6.2M
15	FIRST INTERSTATE BANK	Shares	130.1KSH	$6.1M
16	Friedenthal Financial	Shares	120.1KSH	$5.6M
17	DecisionMap Wealth Management, LLC	Shares	114.0KSH	$5.4M
18	Roof Eidam Maycock Peralta, LLC	Shares	109.8KSH	$5.2M
19	EverSource Wealth Advisors, LLC	Shares	106.2KSH	$5.0M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	100.4KSH	$4.7M
21	Cypress Capital, LLC	Shares	93.5KSH	$4.4M
22	Capital Investment Advisory Services, LLC	Shares	89.2KSH	$4.2M
23	Traveka Wealth, LLC	Shares	85.7KSH	$4.0M
24	FLAGSHIP HARBOR ADVISORS, LLC	Shares	74.7KSH	$3.5M
25	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	Shares	66.6KSH	$3.1M
26	AdvisorNet Financial, Inc	Shares	66.0KSH	$3.1M
27	Wealthcare Advisory Partners LLC	Shares	62.5KSH	$2.9M
28	Shepherd Street Advisors LLC	Shares	59.1KSH	$2.7M
29	Future Financial Wealth Managment LLC	Shares	59.1KSH	$2.7M
30	Apella Capital, LLC	Shares	56.1KSH	$2.6M
31	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	50.5KSH	$2.4M
32	Grove Bank & Trust	Shares	47.5KSH	$2.2M
33	TRUE Private Wealth Advisors	Shares	46.9KSH	$2.2M
34	Cornerstone Wealth Management, LLC	Shares	44.8KSH	$2.1M
35	Aaron Wealth Advisors LLC	Shares	43.5KSH	$2.0M
36	VERITY Wealth Advisors	Shares	40.0KSH	$1.9M
37	FLAGSTAR SECURITIES, INC	Shares	39.8KSH	$1.9M
38	Nova Wealth Management, Inc.	Shares	38.4KSH	$1.8M
39	Prospera Financial Services Inc	Shares	37.7KSH	$1.8M
40	Valeo Financial Advisors, LLC	Shares	37.4KSH	$1.8M
41	Dynamic Advisor Solutions LLC	Shares	37.2KSH	$1.7M
42	Trinity Wealth Management, LLC	Shares	31.7KSH	$1.5M
43	Apollon Wealth Management, LLC	Shares	29.5KSH	$1.4M
44	Brookstone Capital Management	Shares	28.5KSH	$1.3M
45	INDEPENDENT FINANCIAL GROUP, LLC	Shares	28.3KSH	$1.3M
46	Merit Financial Group, LLC	Shares	28.1KSH	$1.3M
47	BURKETT FINANCIAL SERVICES, LLC	Shares	25.8KSH	$1.2M
48	FIFTH THIRD SECURITIES, INC.	Shares	23.6KSH	$1.1M
49	LexAurum Advisors, LLC	Shares	22.1KSH	$1.0M
50	Envestnet Portfolio Solutions, Inc.	Shares	21.7KSH	$1.0M

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

50 / 138 loaded

#		Instrument
1	ARQ WEALTH ADVISORS, LLC added	Shares	+97.6K	+$5.1M	$11.5M
2	Crumly & Associates Inc. added	Shares	+2.3K	+$2.8M	$29.0M
3	ACT WEALTH MANAGEMENT, LLC added	Shares	+1.4K	+$2.4M	$24.4M
4	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+36.0K	+$1.9M	$3.5M
5	Cyr Financial Inc. added	Shares	+13.9K	+$1.8M	$12.3M
6	RFG Advisory, LLC added	Shares	+13.5K	+$1.5M	$9.5M
7	Burns Matteson Capital Management, LLC added	Shares	+16.0K	+$1.4M	$7.9M
8	Lighthouse Wealth Management Inc. trimmed	Shares	-3.6K	+$1.4M	$16.0M
9	Paradigm, Strategies in Wealth Management, LLC trimmed	Shares	-15.7K	+$1.0M	$17.9M
10	Fortis Group Advisors, LLC new	Shares	+20.1K	+$941.7K	$941.7K
11	Avidian Wealth Enterprises, LLC trimmed	Shares	-1.3K	+$920.2K	$10.3M
12	Envestnet Portfolio Solutions, Inc. added	Shares	+15.8K	+$768.7K	$1.0M
13	IVC Wealth Advisors LLC added	Shares	+4.1K	+$765.4K	$6.2M
14	Friedenthal Financial added	Shares	+3.8K	+$692.4K	$5.6M
15	Delta Wealth Advisors LLC trimmed	Shares	-586	+$690.0K	$7.6M
16	DecisionMap Wealth Management, LLC added	Shares	+4.1K	+$680.0K	$5.4M
17	Wedmont Private Capital new	Shares	+14.5K	+$672.8K	$672.8K
18	Ifrah Financial Services, Inc. trimmed	Shares	-2.7K	+$520.2K	$6.7M
19	Farther Finance Advisors, LLC trimmed	Shares	-6.2K	+$501.8K	$9.4M
20	Legacy Advisors, LLC new	Shares	+9.7K	+$452.9K	$452.9K
21	PFG Advisors added	Shares	+8.1K	+$434.9K	$954.5K
22	ADAMSBROWN WEALTH CONSULTANTS LLC trimmed	Shares	-4.1K	+$431.3K	$6.4M
23	Prospera Financial Services Inc added	Shares	+5.2K	+$388.0K	$1.8M
24	Cypress Capital, LLC trimmed	Shares	-693	+$384.8K	$4.4M
25	FIFTH THIRD SECURITIES, INC. added	Shares	+6.0K	+$359.4K	$1.1M
26	Brookstone Capital Management added	Shares	+5.1K	+$344.8K	$1.3M
27	Nova Wealth Management, Inc. added	Shares	+4.0K	+$338.4K	$1.8M
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-56	+$322.8K	$4.7M
29	FLAGSTAR SECURITIES, INC added	Shares	+3.4K	+$320.5K	$1.9M
30	Southland Equity Partners LLC new	Shares	+5.7K	+$269.5K	$269.5K
31	Roof Eidam Maycock Peralta, LLC trimmed	Shares	-5.2K	+$267.7K	$5.2M
32	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC trimmed	Shares	-659	+$267.0K	$3.1M
33	Shepherd Street Advisors LLC added	Shares	+854	+$264.6K	$2.7M
34	FIRST INTERSTATE BANK trimmed	Shares	-7.4K	+$261.3K	$6.1M
35	QRG CAPITAL MANAGEMENT, INC. new	Shares	+4.9K	+$231.3K	$231.3K
36	Carroll Advisory Group, LLC new	Shares	+4.6K	+$217.1K	$217.1K
37	Y-Intercept (Hong Kong) Ltd new	Shares	+4.5K	+$212.5K	$212.5K
38	Grove Bank & Trust unchanged	Shares	0	+$210.4K	$2.2M
39	Wealthcare Advisory Partners LLC trimmed	Shares	-2.0K	+$192.9K	$2.9M
40	Aaron Wealth Advisors LLC unchanged	Shares	0	+$192.7K	$2.0M
41	Valeo Financial Advisors, LLC added	Shares	+575	+$190.3K	$1.8M
42	Traveka Wealth, LLC trimmed	Shares	-4.5K	+$189.0K	$4.0M
43	AdvisorNet Financial, Inc trimmed	Shares	-2.5K	+$184.9K	$3.1M
44	VERITY Wealth Advisors unchanged	Shares	0	+$177.2K	$1.9M
45	Dynamic Advisor Solutions LLC unchanged	Shares	0	+$164.7K	$1.7M
46	Trinity Wealth Management, LLC added	Shares	+135	+$146.3K	$1.5M
47	ABSOLUTE CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.9K	+$141.7K	$2.4M
48	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+364	+$140.9K	$1.3M
49	Cornerstone Wealth Management, LLC trimmed	Shares	-1.7K	+$126.1K	$2.1M
50	IFP Advisors, Inc added	Shares	+536	+$116.8K	$996.3K

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