Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	Composition Wealth, LLC	Shares	165.1KSH	$8.6M
2	JNBA Financial Advisors	Shares	82.9KSH	$4.3M
3	CARY STREET PARTNERS FINANCIAL LLC	Shares	76.2KSH	$4.0M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	60.4KSH	$3.1M
5	SAGE FINANCIAL GROUP INC	Shares	33.6KSH	$1.8M
6	RTD Financial Advisors, Inc.	Shares	32.1KSH	$1.7M
7	Trilogy Capital Inc.	Shares	30.2KSH	$1.6M
8	EASTERN BANK	Shares	24.1KSH	$1.3M
9	D.A. DAVIDSON & CO.	Shares	24.0KSH	$1.3M
10	Affiance Financial, LLC	Shares	23.8KSH	$1.2M
11	Shira Ridge Wealth Management	Shares	22.9KSH	$1.2M
12	BIRCHBROOK, INC.	Shares	20.7KSH	$1.1M
13	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	20.4KSH	$1.1M
14	MassMutual Private Wealth & Trust, FSB	Shares	20.3KSH	$1.1M
15	Wealth Advisory Team LLC	Shares	20.0KSH	$1.0M
16	Farther Finance Advisors, LLC	Shares	17.4KSH	$906.2K
17	Beta Wealth Group, Inc.	Shares	13.8KSH	$718.0K
18	RVW Wealth, LLC	Shares	13.7KSH	$712.5K
19	Stordahl Capital Management, Inc.	Shares	13.2KSH	$685.9K
20	Magnus Financial Group LLC	Shares	11.3KSH	$588.8K
21	DAVENPORT & Co LLC	Shares	11.2KSH	$582.1K
22	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	10.8KSH	$565.1K
23	Pathway Financial Advisors LLC	Shares	10.8KSH	$555.3K
24	Armbruster Capital Management, Inc.	Shares	9.4KSH	$491.5K
25	McNamara Financial Services, Inc.	Shares	8.6KSH	$449.9K
26	PFG Investments, LLC	Shares	7.7KSH	$402.5K
27	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	6.9KSH	$360.6K
28	Capital Advantage, Inc.	Shares	5.5KSH	$289.2K
29	Pacific Excel Wealth Advisors, Inc.	Shares	5.5KSH	$288.5K
30	Marshall & Sterling Wealth Advisors Inc.	Shares	5.4KSH	$284.2K
31	Optas, LLC	Shares	5.4KSH	$282.6K
32	Sound Stewardship, LLC	Shares	5.1KSH	$268.4K
33	DeDora Capital, Inc.	Shares	4.4KSH	$229.8K
34	BURNS J W & CO INC/NY	Shares	4.3KSH	$226.9K
35	ETF Portfolio Partners, Inc.	Shares	4.2KSH	$218.9K
36	DORVAL Corp	Shares	4.1KSH	$213.7K
37	Mascoma Wealth Management LLC	Shares	3.2KSH	$167.2K
38	MOGY JOEL R INVESTMENT COUNSEL INC	Shares	3.0KSH	$156.4K
39	FIRST UNITED BANK & TRUST	Shares	3.0KSH	$154.6K
40	ARCADIA INVESTMENT ADVISORS LLC	Shares	2.8KSH	$148.5K
41	ARMSTRONG ADVISORY GROUP, INC	Shares	1.8KSH	$94.4K
42	Ritter Daniher Financial Advisory LLC / DE	Shares	1.3KSH	$68.6K
43	GGM Financial LLC	Shares	981SH	$51.2K
44	StrongBox Wealth, LLC	Shares	889SH	$46.4K
45	Harbor Asset Planning, Inc.	Shares	833SH	$43.4K
46	GHP Investment Advisors, Inc.	Shares	686SH	$35.8K
47	Key FInancial Inc	Shares	330SH	$17.2K
48	Three Bearings Fiduciary Advisors, Inc.	Shares	288SH	$15.0K
49	IFP Advisors, Inc	Shares	209SH	$10.9K
50	Triumph Capital Management	Shares	120SH	$6.3K

Scroll to load more

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

50 / 54 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+48.8K	+$2.6M	$3.1M
2	Composition Wealth, LLC trimmed	Shares	-185	+$1.1M	$8.6M
3	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+2.6K	+$635.2K	$4.0M
4	Farther Finance Advisors, LLC added	Shares	+8.6K	+$502.7K	$906.2K
5	JNBA Financial Advisors trimmed	Shares	-3.3K	+$412.2K	$4.3M
6	SAGE FINANCIAL GROUP INC added	Shares	+2.0K	+$320.6K	$1.8M
7	Pacific Excel Wealth Advisors, Inc. new	Shares	+5.5K	+$288.5K	$288.5K
8	Trilogy Capital Inc. added	Shares	+1.5K	+$271.3K	$1.6M
9	DeDora Capital, Inc. new	Shares	+4.4K	+$229.8K	$229.8K
10	BURNS J W & CO INC/NY new	Shares	+4.3K	+$226.9K	$226.9K
11	ETF Portfolio Partners, Inc. new	Shares	+4.2K	+$218.9K	$218.9K
12	RTD Financial Advisors, Inc. added	Shares	+13	+$218.3K	$1.7M
13	DORVAL Corp new	Shares	+4.1K	+$213.7K	$213.7K
14	BIRCHBROOK, INC. trimmed	Shares	-31	+$139.2K	$1.1M
15	CALIBER WEALTH MANAGEMENT, LLC / KS unchanged	Shares	0	+$138.3K	$1.1M
16	D.A. DAVIDSON & CO. trimmed	Shares	-667	+$132.7K	$1.3M
17	Affiance Financial, LLC trimmed	Shares	-923	+$119.8K	$1.2M
18	Shira Ridge Wealth Management trimmed	Shares	-805	+$118.7K	$1.2M
19	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-755	+$103.2K	$1.1M
20	Beta Wealth Group, Inc. added	Shares	+24	+$94.5K	$718.0K
21	RVW Wealth, LLC trimmed	Shares	-31	+$91.2K	$712.5K
22	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+1.0K	+$89.2K	$565.1K
23	Stordahl Capital Management, Inc. unchanged	Shares	0	+$89.2K	$685.9K
24	Armbruster Capital Management, Inc. added	Shares	+200	+$73.0K	$491.5K
25	Pathway Financial Advisors LLC added	Shares	+58	+$64.8K	$555.3K
26	McNamara Financial Services, Inc. added	Shares	+23	+$59.5K	$449.9K
27	DAVENPORT & Co LLC trimmed	Shares	-429	+$56.2K	$582.1K
28	PFG Investments, LLC added	Shares	+16	+$53.1K	$402.5K
29	StrongBox Wealth, LLC new	Shares	+889	+$46.4K	$46.4K
30	ARMSTRONG ADVISORY GROUP, INC added	Shares	+687	+$43.4K	$94.4K
31	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. trimmed	Shares	-82	+$43.2K	$360.6K
32	Marshall & Sterling Wealth Advisors Inc. added	Shares	+61	+$39.7K	$284.2K
33	Capital Advantage, Inc. added	Shares	+11	+$38.1K	$289.2K
34	Sound Stewardship, LLC trimmed	Shares	-44	+$32.9K	$268.4K
35	Magnus Financial Group LLC trimmed	Shares	-999	+$31.2K	$588.8K
36	Mascoma Wealth Management LLC added	Shares	+2	+$21.8K	$167.2K
37	MOGY JOEL R INVESTMENT COUNSEL INC unchanged	Shares	0	+$20.3K	$156.4K
38	ARCADIA INVESTMENT ADVISORS LLC added	Shares	+9	+$19.7K	$148.5K
39	FIRST UNITED BANK & TRUST trimmed	Shares	-35	+$18.5K	$154.6K
40	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$8.9K	$68.6K
41	Harbor Asset Planning, Inc. added	Shares	+2	+$5.7K	$43.4K
42	GHP Investment Advisors, Inc. added	Shares	+2	+$4.7K	$35.8K
43	Key FInancial Inc unchanged	Shares	0	+$2.2K	$17.2K
44	Three Bearings Fiduciary Advisors, Inc. unchanged	Shares	0	+$2.0K	$15.0K
45	Triumph Capital Management unchanged	Shares	0	+$814	$6.3K
46	Spire Wealth Management unchanged	Shares	0	+$570	$4.4K
47	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC unchanged	Shares	0	+$63	$480
48	IFP Advisors, Inc trimmed	Shares	-41	-$443	$10.9K
49	Clarity Asset Management, Inc. exited	Shares	-3.0K	-$133.9K	$0
50	GGM Financial LLC trimmed	Shares	-3.7K	-$162.8K	$51.2K

Scroll to load more