Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 414 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	1.4MSH	$198.0M
2	FIRST CITIZENS BANK & TRUST CO	Shares	1.2MSH	$182.0M
3	Financial Advisory Corp	Shares	743.9KSH	$108.9M
4	STEPHENS GROUP ASSET MANAGEMENT, LLC	Shares	563.0KSH	$82.4M
5	Rodgers & Associates, LTD	Shares	435.4KSH	$63.7M
6	JOHNSON INVESTMENT COUNSEL INC	Shares	401.2KSH	$58.7M
7	Cedar Mountain Advisors, LLC	Shares	276.2KSH	$40.4M
8	GenWealth Group, Inc.	Shares	208.3KSH	$30.5M
9	RTD Financial Advisors, Inc.	Shares	195.4KSH	$28.6M
10	Accredited Investors Inc.	Shares	170.3KSH	$24.9M
11	SVB WEALTH LLC	Shares	169.2KSH	$24.8M
12	Whitaker-Myers Wealth Managers, LTD.	Shares	154.4KSH	$22.6M
13	CONGRESS ASSET MANAGEMENT CO	Shares	154.3KSH	$22.6M
14	Falcon Wealth Planning	Shares	151.4KSH	$22.2M
15	StoryOne LLC	Shares	148.1KSH	$21.7M
16	Mechanics Bank Trust Department	Shares	145.5KSH	$21.3M
17	Mesirow Financial Investment Management, Inc.	Shares	143.7KSH	$21.0M
18	Intergy Private Wealth, LLC	Shares	132.5KSH	$19.4M
19	DIVERSIFIED MANAGEMENT INC	Shares	124.3KSH	$18.2M
20	Stonebridge Financial Group, LLC	Shares	120.3KSH	$17.6M
21	SOUTHERN CAPITAL ADVISORS, LLC	Shares	107.3KSH	$15.7M
22	Bishop & Co Investment Management, LLC	Shares	103.1KSH	$15.1M
23	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	103.0KSH	$15.1M
24	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	97.9KSH	$14.3M
25	FARMERS & MERCHANTS INVESTMENTS INC	Shares	93.3KSH	$13.7M
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	95.7KSH	$13.6M
27	Heck Capital Advisors, LLC	Shares	90.7KSH	$13.3M
28	IFP Advisors, Inc	Shares	88.2KSH	$12.9M
29	First Citizens Asset Management, Inc.	Shares	85.2KSH	$12.5M
30	WestHill Financial Advisors, Inc.	Shares	83.7KSH	$12.3M
31	XML Financial, LLC	Shares	83.4KSH	$12.2M
32	FIRST HORIZON CORP	Shares	75.5KSH	$11.0M
33	PETRA FINANCIAL ADVISORS INC	Shares	73.5KSH	$10.8M
34	Sentinel Advisory Group, LLC	Shares	73.0KSH	$10.7M
35	FIRST MERCHANTS CORP	Shares	68.6KSH	$10.0M
36	Mainsail Financial Group, LLC	Shares	61.5KSH	$9.0M
37	Three Bearings Fiduciary Advisors, Inc.	Shares	58.0KSH	$8.5M
38	J.W. COLE ADVISORS, INC.	Shares	57.4KSH	$8.4M
39	GHP Investment Advisors, Inc.	Shares	56.1KSH	$8.2M
40	Farther Finance Advisors, LLC	Shares	49.4KSH	$7.2M
41	TICINO WEALTH	Shares	49.0KSH	$7.2M
42	Merit Financial Group, LLC	Shares	48.4KSH	$7.1M
43	FIFTH THIRD SECURITIES, INC.	Shares	47.8KSH	$7.0M
44	OLD NATIONAL BANCORP /IN/	Shares	47.8KSH	$7.0M
45	Hilltop National Bank	Shares	43.1KSH	$6.3M
46	Lee Financial Co	Shares	37.8KSH	$5.5M
47	ACIMA PRIVATE WEALTH, LLC	Shares	37.1KSH	$5.4M
48	Procyon Advisors, LLC	Shares	36.9KSH	$5.4M
49	HARBOR INVESTMENT ADVISORY, LLC	Shares	36.5KSH	$5.3M
50	Processus Wealth & Capital Management, LLC	Shares	36.0KSH	$5.3M

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

50 / 422 loaded

#		Instrument
1	GenWealth Group, Inc. new	Shares	+208.3K	+$30.5M	$30.5M
2	Intergy Private Wealth, LLC added	Shares	+106.4K	+$16.1M	$19.4M
3	STEPHENS GROUP ASSET MANAGEMENT, LLC added	Shares	+12.0K	+$11.8M	$82.4M
4	Financial Advisory Corp trimmed	Shares	-39.1K	+$8.6M	$108.9M
5	Rodgers & Associates, LTD added	Shares	+4.4K	+$8.5M	$63.7M
6	J.W. COLE ADVISORS, INC. new	Shares	+57.4K	+$8.4M	$8.4M
7	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-2.0K	+$7.1M	$58.7M
8	StoryOne LLC added	Shares	+148.1K	+$6.5M	$21.7M
9	Cedar Mountain Advisors, LLC added	Shares	+2.9K	+$5.4M	$40.4M
10	Advisory Resource Group added	Shares	+31.1K	+$4.6M	$5.0M
11	Whitaker-Myers Wealth Managers, LTD. added	Shares	+11.1K	+$4.3M	$22.6M
12	RTD Financial Advisors, Inc. added	Shares	+1.6K	+$3.8M	$28.6M
13	Falcon Wealth Planning added	Shares	+5.1K	+$3.4M	$22.2M
14	Mechanics Bank Trust Department added	Shares	+5.8K	+$3.4M	$21.3M
15	Merit Financial Group, LLC added	Shares	+16.3K	+$3.0M	$7.1M
16	SOUTHERN CAPITAL ADVISORS, LLC added	Shares	+7.6K	+$2.9M	$15.7M
17	IFP Advisors, Inc added	Shares	+9.0K	+$2.8M	$12.9M
18	Stonebridge Financial Group, LLC added	Shares	+2.7K	+$2.5M	$17.6M
19	DIVERSIFIED MANAGEMENT INC added	Shares	+1.2K	+$2.4M	$18.2M
20	Accredited Investors Inc. trimmed	Shares	-5.8K	+$2.4M	$24.9M
21	Strategic Blueprint, LLC added	Shares	+14.3K	+$2.3M	$3.6M
22	Mainsail Financial Group, LLC added	Shares	+8.4K	+$2.2M	$9.0M
23	Bishop & Co Investment Management, LLC added	Shares	+1.5K	+$2.1M	$15.1M
24	Sentinel Advisory Group, LLC added	Shares	+5.6K	+$2.1M	$10.7M
25	SVB WEALTH LLC trimmed	Shares	-8.1K	+$2.1M	$24.8M
26	FORONJY FINANCIAL LLC new	Shares	+13.4K	+$2.0M	$2.0M
27	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-229	+$1.7M	$13.7M
28	XML Financial, LLC added	Shares	+818	+$1.6M	$12.2M
29	WestHill Financial Advisors, Inc. added	Shares	+308	+$1.6M	$12.3M
30	FIRST MERCHANTS CORP added	Shares	+2.1K	+$1.5M	$10.0M
31	PETRA FINANCIAL ADVISORS INC added	Shares	+1.4K	+$1.5M	$10.8M
32	Heck Capital Advisors, LLC trimmed	Shares	-1.8K	+$1.4M	$13.3M
33	FIRST HORIZON CORP trimmed	Shares	-201	+$1.4M	$11.0M
34	OLD NATIONAL BANCORP /IN/ added	Shares	+2.8K	+$1.2M	$7.0M
35	Three Bearings Fiduciary Advisors, Inc. added	Shares	+1.3K	+$1.2M	$8.5M
36	TICINO WEALTH added	Shares	+9.4K	+$1.2M	$7.2M
37	Farther Finance Advisors, LLC added	Shares	+2.4K	+$1.2M	$7.2M
38	LifeWealth Investments, LLC added	Shares	+4.4K	+$1.1M	$4.2M
39	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+5.6K	+$1.1M	$2.8M
40	FIFTH THIRD SECURITIES, INC. added	Shares	+553	+$945.5K	$7.0M
41	First Citizens Asset Management, Inc. trimmed	Shares	-5.1K	+$910.2K	$12.5M
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-3.1K	+$877.4K	$13.6M
43	GHP Investment Advisors, Inc. trimmed	Shares	-1.5K	+$828.7K	$8.2M
44	BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed	Shares	-1.6K	+$816.5K	$15.1M
45	Processus Wealth & Capital Management, LLC added	Shares	+1.1K	+$800.8K	$5.3M
46	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+898	+$782.6K	$5.3M
47	Wellspring Financial Advisors, LLC new	Shares	+5.2K	+$758.5K	$758.5K
48	Lee Financial Co added	Shares	+242	+$721.5K	$5.5M
49	Hilltop National Bank trimmed	Shares	-582	+$712.8K	$6.3M
50	Arnold Financial Planning LLC new	Shares	+4.9K	+$710.4K	$710.4K

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