Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	ASPIRIANT, LLC	Shares	122.7KSH	$31.0M
2	BSW Wealth Partners	Shares	55.3KSH	$14.0M
3	Stonehearth Capital Management, LLC	Shares	14.3KSH	$3.6M
4	Midwest Financial Partners Investments, Inc.	Shares	11.9KSH	$3.0M
5	Gradient Investments LLC	Shares	8.2KSH	$2.1M
6	ALBION FINANCIAL GROUP /UT	Shares	7.3KSH	$1.9M
7	Cardinal Point Capital Management ULC	Shares	6.8KSH	$1.7M
8	Bond & Devick Financial Network, Inc.	Shares	5.4KSH	$1.4M
9	Westmount Partners, LLC	Shares	4.1KSH	$1.0M
10	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.6KSH	$902.1K
11	Composition Wealth, LLC	Shares	3.1KSH	$778.9K
12	Relyea Zuckerberg Hanson LLC	Shares	2.0KSH	$498.9K
13	Golden State Wealth Management, LLC	Shares	1.8KSH	$462.6K
14	Farther Finance Advisors, LLC	Shares	1.7KSH	$426.5K
15	Legacies Wealth LLC	Shares	1.6KSH	$401.7K
16	Merit Financial Group, LLC	Shares	1.4KSH	$359.5K
17	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	1.3KSH	$319.9K
18	CARY STREET PARTNERS FINANCIAL LLC	Shares	1.2KSH	$309.6K
19	TruNorth Capital Management, LLC	Shares	1.0KSH	$253.8K
20	Kraft, Davis & Associates, LLC	Shares	932SH	$234.2K
21	HOWARD FINANCIAL SERVICES, LTD.	Shares	806SH	$203.9K
22	AdvisorNet Financial, Inc	Shares	752SH	$190.2K
23	Investors Research Corp	Shares	362SH	$91.6K
24	PROFFITT & GOODSON INC	Shares	353SH	$89.3K
25	Community Financial Services Group, LLC	Shares	272SH	$68.5K
26	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	210SH	$53.1K
27	Physician Wealth Advisors, Inc.	Shares	162SH	$41.0K
28	Harbor Asset Planning, Inc.	Shares	102SH	$25.8K
29	LANARK FINANCIAL, INC.	Shares	80SH	$20.2K
30	Financial Life Planners	Shares	51SH	$12.9K
31	Crewe Advisors LLC	Shares	29SH	$7.5K
32	WOLFF WIESE MAGANA LLC	Shares	11SH	$2.8K
33	CX Institutional	Shares	49SH	$12

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

33 / 33 loaded

#		Instrument
1	ASPIRIANT, LLC added	Shares	+3.4K	+$4.5M	$31.0M
2	BSW Wealth Partners added	Shares	+8.2K	+$3.5M	$14.0M
3	Midwest Financial Partners Investments, Inc. added	Shares	+535	+$479.0K	$3.0M
4	Stonehearth Capital Management, LLC added	Shares	+4	+$430.8K	$3.6M
5	Gradient Investments LLC added	Shares	+316	+$316.4K	$2.1M
6	TruNorth Capital Management, LLC new	Shares	+1.0K	+$253.8K	$253.8K
7	ALBION FINANCIAL GROUP /UT added	Shares	+26	+$227.3K	$1.9M
8	Bond & Devick Financial Network, Inc. added	Shares	+199	+$208.5K	$1.4M
9	HOWARD FINANCIAL SERVICES, LTD. new	Shares	+806	+$203.9K	$203.9K
10	Cardinal Point Capital Management ULC trimmed	Shares	-74	+$188.3K	$1.7M
11	Westmount Partners, LLC trimmed	Shares	-60	+$109.2K	$1.0M
12	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$107.6K	$902.1K
13	Composition Wealth, LLC added	Shares	+28	+$99.1K	$778.9K
14	Merit Financial Group, LLC added	Shares	+118	+$69.2K	$359.5K
15	Relyea Zuckerberg Hanson LLC added	Shares	+11	+$61.9K	$498.9K
16	Legacies Wealth LLC added	Shares	+55	+$60.2K	$401.7K
17	Farther Finance Advisors, LLC added	Shares	+31	+$53.9K	$426.5K
18	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+62	+$50.7K	$309.6K
19	Golden State Wealth Management, LLC trimmed	Shares	-31	+$48.3K	$462.6K
20	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$38.1K	$319.9K
21	AdvisorNet Financial, Inc added	Shares	+10	+$25.0K	$190.2K
22	Investors Research Corp unchanged	Shares	0	+$10.9K	$91.6K
23	Community Financial Services Group, LLC unchanged	Shares	0	+$7.2K	$68.5K
24	Kraft, Davis & Associates, LLC added	Shares	+1	+$6.9K	$234.2K
25	Physician Wealth Advisors, Inc. added	Shares	+1	+$5.1K	$41.0K
26	Harbor Asset Planning, Inc. added	Shares	+1	+$3.2K	$25.8K
27	LANARK FINANCIAL, INC. unchanged	Shares	0	+$2.4K	$20.2K
28	PROFFITT & GOODSON INC trimmed	Shares	-38	+$2.2K	$89.3K
29	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$1.9K	$53.1K
30	Financial Life Planners added	Shares	+1	+$1.6K	$12.9K
31	Crewe Advisors LLC unchanged	Shares	0	+$933	$7.5K
32	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$332	$2.8K
33	CX Institutional unchanged	Shares	0	+$1	$12