Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 63 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	1.2MSH	$60.0M
2	Nipun Capital, L.P.	Shares	837.8KSH	$42.7M
3	GAMMA Investing LLC	Shares	147.9KSH	$7.5M
4	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	118.6KSH	$6.1M
5	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	98.5KSH	$5.0M
6	Upper Left Wealth Management, LLC	Shares	92.0KSH	$4.7M
7	JUNCTURE WEALTH STRATEGIES, LLC	Shares	73.1KSH	$3.7M
8	180 WEALTH ADVISORS, LLC	Shares	66.5KSH	$3.4M
9	Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.	Shares	54.0KSH	$2.8M
10	Gallacher Capital Management LLC	Shares	28.4KSH	$1.4M
11	GUIDANCE CAPITAL, INC	Shares	22.0KSH	$1.2M
12	BigSur Wealth Management LLC	Shares	21.8KSH	$1.1M
13	Boltwood Capital Management	Shares	21.1KSH	$1.1M
14	Mirae Asset Global Investments Co., Ltd.	Shares	19.0KSH	$969.5K
15	Hyposwiss Advisors SA	Shares	18.1KSH	$924.1K
16	Envestnet Portfolio Solutions, Inc.	Shares	15.8KSH	$805.9K
17	Evanson Financial, LLC	Shares	11.3KSH	$575.7K
18	ACIMA PRIVATE WEALTH, LLC	Shares	10.9KSH	$558.5K
19	Demars Financial Group, LLC	Shares	8.8KSH	$451.0K
20	SWMG, LLC	Shares	7.3KSH	$390.8K
21	Farther Finance Advisors, LLC	Shares	6.8KSH	$347.2K
22	AVALON CAPITAL MANAGEMENT	Shares	6.1KSH	$311.9K
23	PFG Investments, LLC	Shares	6.1KSH	$309.8K
24	JGP Wealth Management, LLC	Shares	5.9KSH	$301.2K
25	FIDUCIARY FINANCIAL GROUP, LLC	Shares	5.6KSH	$286.1K
26	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	5.4KSH	$277.3K
27	Yoffe Investment Management, LLC	Shares	5.1KSH	$262.7K
28	D.A. DAVIDSON & CO.	Shares	4.3KSH	$218.7K
29	Atala Financial Inc	Shares	4.0KSH	$206.0K
30	Quaker Wealth Management, LLC	Shares	3.0KSH	$153.1K
31	WORMSER FRERES GESTION	Shares	2.8KSH	$140.6K
32	IFP Advisors, Inc	Shares	2.2KSH	$111.7K
33	Blue Trust, Inc.	Shares	2.0KSH	$100.0K
34	Indiana Trust & Investment Management Co	Shares	1.9KSH	$96.9K
35	Activest Wealth Management	Shares	1.7KSH	$86.6K
36	Aventura Private Wealth, LLC	Shares	662SH	$33.8K
37	Union Bancaire Privee, UBP SA	Shares	600SH	$26.7K
38	Signature Resources Capital Management, LLC	Shares	522SH	$26.6K
39	Bogart Wealth, LLC	Shares	500SH	$25.5K
40	Investment Research & Advisory Group, Inc.	Shares	439SH	$22.4K
41	TFC Financial Management, Inc.	Shares	406SH	$20.7K
42	Financial Life Planners	Shares	395SH	$20.2K
43	Cape Investment Advisory, Inc.	Shares	300SH	$15.3K
44	PROATHLETE WEALTH MANAGEMENT LLC	Shares	269SH	$13.8K
45	Darwin Wealth Management, LLC	Shares	234SH	$12.0K
46	MB, LEVIS & ASSOCIATES, LLC	Shares	228SH	$11.6K
47	SIGNATUREFD, LLC	Shares	198SH	$10.1K
48	Rosenberg Matthew Hamilton	Shares	173SH	$8.8K
49	Spire Wealth Management	Shares	172SH	$8.8K
50	Retirement Wealth Solutions LLC	Shares	140SH	$7.1K

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

50 / 62 loaded

#		Instrument
1	JUNCTURE WEALTH STRATEGIES, LLC added	Shares	+15.6K	+$499.7K	$3.7M
2	Envestnet Portfolio Solutions, Inc. added	Shares	+9.1K	+$431.8K	$805.9K
3	Atala Financial Inc new	Shares	+4.0K	+$206.0K	$206.0K
4	SWMG, LLC added	Shares	+3.5K	+$173.8K	$390.8K
5	WORMSER FRERES GESTION new	Shares	+2.8K	+$140.6K	$140.6K
6	Blue Trust, Inc. added	Shares	+1.9K	+$97.9K	$100.0K
7	Activest Wealth Management added	Shares	+1.7K	+$86.6K	$86.6K
8	180 WEALTH ADVISORS, LLC added	Shares	+7.3K	+$68.6K	$3.4M
9	GUIDANCE CAPITAL, INC added	Shares	+1.9K	+$39.8K	$1.2M
10	Cape Investment Advisory, Inc. new	Shares	+300	+$15.3K	$15.3K
11	Retirement Wealth Solutions LLC new	Shares	+140	+$7.1K	$7.1K
12	PFG Investments, LLC added	Shares	+677	+$6.7K	$309.8K
13	LANARK FINANCIAL, INC. new	Shares	+119	+$6.1K	$6.1K
14	SOA Wealth Advisors, LLC. new	Shares	+5.3K	+$5.3K	$5.3K
15	Fortitude Family Office, LLC added	Shares	+22	+$988	$2.4K
16	PROATHLETE WEALTH MANAGEMENT LLC added	Shares	+37	+$735	$13.8K
17	PARK AVENUE SECURITIES LLC new	Shares	+10.6K	+$540	$540
18	SIGNATUREFD, LLC added	Shares	+19	+$35	$10.1K
19	CX Institutional unchanged	Shares	0	-$1	$2
20	Golden State Wealth Management, LLC unchanged	Shares	0	-$118	$1.2K
21	Main Street Group, LTD unchanged	Shares	0	-$154	$1.5K
22	Mountain Hill Investment Partners Corp. unchanged	Shares	0	-$174	$1.7K
23	BARRETT & COMPANY, INC. unchanged	Shares	0	-$180	$1.8K
24	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$289	$2.9K
25	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$418	$4.1K
26	Spire Wealth Management added	Shares	+7	-$496	$8.8K
27	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	-$649	$6.4K
28	Rosenberg Matthew Hamilton unchanged	Shares	0	-$892	$8.8K
29	MB, LEVIS & ASSOCIATES, LLC added	Shares	+1	-$1.1K	$11.6K
30	Darwin Wealth Management, LLC added	Shares	+1	-$1.1K	$12.0K
31	IFP Advisors, Inc added	Shares	+178	-$1.3K	$111.7K
32	Aventura Private Wealth, LLC added	Shares	+37	-$1.3K	$33.8K
33	Financial Life Planners added	Shares	+2	-$1.9K	$20.2K
34	TFC Financial Management, Inc. unchanged	Shares	0	-$2.1K	$20.7K
35	Investment Research & Advisory Group, Inc. unchanged	Shares	0	-$2.3K	$22.4K
36	Bogart Wealth, LLC unchanged	Shares	0	-$2.6K	$25.5K
37	Signature Resources Capital Management, LLC unchanged	Shares	0	-$2.7K	$26.6K
38	Indiana Trust & Investment Management Co unchanged	Shares	0	-$9.8K	$96.9K
39	Yoffe Investment Management, LLC unchanged	Shares	0	-$26.5K	$262.7K
40	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+38	-$26.8K	$286.1K
41	BAKER TILLY WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$28.0K	$277.3K
42	AVALON CAPITAL MANAGEMENT trimmed	Shares	-144	-$39.6K	$311.9K
43	Farther Finance Advisors, LLC trimmed	Shares	-826	-$80.1K	$347.2K
44	Boltwood Capital Management added	Shares	+75	-$104.5K	$1.1M
45	Union Bancaire Privee, UBP SA trimmed	Shares	-3.0K	-$127.8K	$26.7K
46	Quaker Wealth Management, LLC trimmed	Shares	-2.0K	-$127.8K	$153.1K
47	BigSur Wealth Management LLC trimmed	Shares	-1.0K	-$168.7K	$1.1M
48	D.A. DAVIDSON & CO. trimmed	Shares	-3.6K	-$224.3K	$218.7K
49	Merit Financial Group, LLC exited	Shares	-4.2K	-$233.3K	$0
50	Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. unchanged	Shares	0	-$278.2K	$2.8M

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