Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 290 loaded

#		Instrument	quantity
1	Wealthcare Advisory Partners LLC	Shares	1.3MSH	$135.1M
2	Farther Finance Advisors, LLC	Shares	1.1MSH	$114.3M
3	WEALTHCARE CAPITAL MANAGEMENT LLC	Shares	938.8KSH	$95.9M
4	Abacus Planning Group, Inc.	Shares	705.4KSH	$72.1M
5	KEATING INVESTMENT COUNSELORS INC	Shares	623.8KSH	$63.7M
6	LVW Advisors, LLC	Shares	431.5KSH	$44.1M
7	Mirae Asset Global Investments Co., Ltd.	Shares	315.7KSH	$32.2M
8	SUMMITRY LLC	Shares	268.6KSH	$27.4M
9	Capital Advantage, Inc.	Shares	258.8KSH	$26.4M
10	ROCKLAND TRUST CO	Shares	252.0KSH	$25.7M
11	Walker Financial Services, Inc.	Shares	241.9KSH	$24.7M
12	Astoria Strategic Wealth, Inc.	Shares	234.9KSH	$24.0M
13	Stordahl Capital Management, Inc.	Shares	226.9KSH	$23.2M
14	Amplius Wealth Advisors, LLC	Shares	200.6KSH	$20.5M
15	ARKANSAS FINANCIAL GROUP, INC.	Shares	198.4KSH	$20.3M
16	Deane Retirement Strategies, Inc.	Shares	190.9KSH	$19.5M
17	Insight Wealth Strategies, LLC	Shares	184.6KSH	$18.7M
18	KWMG, LLC	Shares	180.1KSH	$18.4M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	216.3KSH	$17.4M
20	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	169.2KSH	$17.3M
21	Northland Capital Management LLC	Shares	164.0KSH	$16.8M
22	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	154.8KSH	$15.8M
23	AJ Advisors, LLC	Shares	153.7KSH	$15.7M
24	Park Edge Advisors, LLC	Shares	134.2KSH	$13.7M
25	Discipline Wealth Solutions, LLC	Shares	131.6KSH	$13.4M
26	CONTINUUM WEALTH ADVISORS, LLC	Shares	126.8KSH	$13.0M
27	Family Legacy Financial Solutions, LLC	Shares	114.9KSH	$11.7M
28	Holcombe Financial, Inc.	Shares	114.1KSH	$11.7M
29	FLC Capital Advisors	Shares	104.4KSH	$10.7M
30	COURIER CAPITAL LLC	Shares	103.5KSH	$10.6M
31	PENOBSCOT WEALTH MANAGEMENT	Shares	101.8KSH	$10.4M
32	Columbus Macro, LLC	Shares	101.4KSH	$10.4M
33	Brookstone Capital Management	Shares	97.6KSH	$10.0M
34	FIRST HORIZON CORP	Shares	97.1KSH	$9.9M
35	Western Reserve Capital Management, LLC	Shares	87.8KSH	$9.0M
36	Envestnet Portfolio Solutions, Inc.	Shares	86.1KSH	$8.8M
37	STERLING INVESTMENT ADVISORS LLC /ADV	Shares	80.3KSH	$8.2M
38	MJT & Associates Financial Advisory Group, Inc.	Shares	78.7KSH	$8.0M
39	Alhambra Investment Management LLC	Shares	75.8KSH	$7.7M
40	SAX WEALTH ADVISORS, LLC	Shares	74.3KSH	$7.7M
41	HOME FEDERAL BANK OF TENNESSEE	Shares	74.0KSH	$7.6M
42	Integris Wealth Management, LLC	Shares	73.8KSH	$7.5M
43	IFP Advisors, Inc	Shares	67.0KSH	$6.8M
44	City State Bank	Shares	63.6KSH	$6.5M
45	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	Shares	61.5KSH	$6.3M
46	B. Riley Wealth Advisors, Inc.	Shares	61.3KSH	$6.3M
47	Friedenthal Financial	Shares	60.5KSH	$6.2M
48	Hillcrest Wealth Advisors - NY, LLC	Shares	59.7KSH	$6.1M
49	Wealthcare Capital Partners, LLC	Shares	59.0KSH	$6.0M
50	FIFTH THIRD SECURITIES, INC.	Shares	56.8KSH	$5.8M

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

50 / 300 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. added	Shares	+271.2K	+$27.6M	$32.2M
2	Capital Advantage, Inc. new	Shares	+258.8K	+$26.4M	$26.4M
3	Astoria Strategic Wealth, Inc. new	Shares	+234.9K	+$24.0M	$24.0M
4	Farther Finance Advisors, LLC added	Shares	+172.3K	+$16.7M	$114.3M
5	FLC Capital Advisors new	Shares	+104.4K	+$10.7M	$10.7M
6	Wealthcare Advisory Partners LLC added	Shares	+113.4K	+$10.0M	$135.1M
7	Abacus Planning Group, Inc. added	Shares	+103.2K	+$9.8M	$72.1M
8	SAX WEALTH ADVISORS, LLC new	Shares	+74.3K	+$7.7M	$7.7M
9	Envestnet Portfolio Solutions, Inc. added	Shares	+68.2K	+$6.9M	$8.8M
10	Insight Wealth Strategies, LLC added	Shares	+66.0K	+$6.4M	$18.7M
11	Family Legacy Financial Solutions, LLC added	Shares	+48.3K	+$4.9M	$11.7M
12	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+43.3K	+$4.4M	$4.4M
13	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+44.1K	+$4.4M	$15.8M
14	Horst & Graben Wealth Management LLC new	Shares	+36.3K	+$3.7M	$3.7M
15	Merit Financial Group, LLC added	Shares	+34.9K	+$3.6M	$4.5M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+35.8K	+$3.3M	$17.4M
17	Martin Capital Partners, LLC trimmed	Shares	-948	+$3.3M	$3.3M
18	Snider Financial Group added	Shares	+28.2K	+$2.8M	$5.6M
19	Walker Financial Services, Inc. added	Shares	+26.9K	+$2.5M	$24.7M
20	Revisor Wealth Management LLC new	Shares	+22.1K	+$2.3M	$2.3M
21	Brookwood Investment Group LLC added	Shares	+19.8K	+$2.0M	$4.9M
22	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC added	Shares	+17.3K	+$1.7M	$6.3M
23	Encompass More Asset Management new	Shares	+13.8K	+$1.4M	$1.4M
24	SteelPeak Wealth, LLC new	Shares	+13.8K	+$1.4M	$1.4M
25	Winter & Associates, Inc. added	Shares	+13.6K	+$1.4M	$3.2M
26	SWP FINANCIAL LLC new	Shares	+13.1K	+$1.3M	$1.3M
27	ROCKLAND TRUST CO added	Shares	+15.9K	+$1.3M	$25.7M
28	Stordahl Capital Management, Inc. added	Shares	+14.9K	+$1.3M	$23.2M
29	CFS Investment Advisory Services, LLC added	Shares	+12.7K	+$1.2M	$4.3M
30	Western Reserve Capital Management, LLC added	Shares	+12.1K	+$1.1M	$9.0M
31	Strategic Blueprint, LLC added	Shares	+11.1K	+$1.1M	$4.2M
32	Boltwood Capital Management added	Shares	+10.9K	+$1.1M	$3.4M
33	Alhambra Investment Management LLC added	Shares	+11.2K	+$1.1M	$7.7M
34	HOME FEDERAL BANK OF TENNESSEE added	Shares	+11.1K	+$1.1M	$7.6M
35	PENOBSCOT WEALTH MANAGEMENT added	Shares	+11.2K	+$1.0M	$10.4M
36	Discipline Wealth Solutions, LLC added	Shares	+11.5K	+$1.0M	$13.4M
37	WEALTHCARE CAPITAL MANAGEMENT LLC added	Shares	+21.2K	+$1.0M	$95.9M
38	L. Roy Papp & Associates, LLP new	Shares	+9.4K	+$960.3K	$960.3K
39	Atlatl Advisers LLC added	Shares	+9.5K	+$954.7K	$2.6M
40	Pettinga Financial Advisors LLC new	Shares	+8.8K	+$899.0K	$899.0K
41	FIRST UNITED BANK & TRUST added	Shares	+8.9K	+$879.8K	$3.0M
42	Marotta Asset Management added	Shares	+8.8K	+$876.5K	$1.4M
43	LVW Advisors, LLC added	Shares	+12.8K	+$777.8K	$44.1M
44	Sharkey, Howes & Javer new	Shares	+7.5K	+$770.9K	$770.9K
45	Security Financial Services, INC. new	Shares	+7.4K	+$756.5K	$756.5K
46	ALTERNA WEALTH MANAGEMENT, INC added	Shares	+7.4K	+$744.3K	$1.4M
47	G&S Capital LLC new	Shares	+7.1K	+$728.1K	$728.1K
48	Approach Retirement Advisors, LLC added	Shares	+7.3K	+$715.4K	$3.4M
49	Eagle Wealth Advisors LLC added	Shares	+7.0K	+$662.1K	$4.8M
50	Fairway Wealth LLC added	Shares	+6.4K	+$619.9K	$3.1M

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