Filing Research | ISHARES CORE 40/60 MODERATE ALLOCATION ETF Institutional Holdings

Snapshot holdings

50 / 93 loaded

#		Instrument	quantity
1	Weitzel Financial Services, Inc.	Shares	315.7KSH	$15.6M
2	AJ Advisors, LLC	Shares	283.1KSH	$14.1M
3	Royal Fund Management, LLC	Shares	113.7KSH	$5.7M
4	Focus Financial Network, Inc.	Shares	109.6KSH	$5.5M
5	Taylor Financial Group, Inc.	Shares	81.1KSH	$4.0M
6	Onyx Bridge Wealth Group LLC	Shares	79.4KSH	$4.0M
7	Brookstone Capital Management	Shares	73.1KSH	$3.6M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	67.9KSH	$3.4M
9	VVR Holdings LLC	Shares	58.4KSH	$2.9M
10	ASPIRIANT, LLC	Shares	49.7KSH	$2.5M
11	TRUE Private Wealth Advisors	Shares	49.5KSH	$2.5M
12	Enclave Advisors LLC	Shares	45.0KSH	$2.2M
13	LifePlan Financial, LLC	Shares	35.0KSH	$1.7M
14	MILESTONE ASSET MANAGEMENT, LLC	Shares	32.4KSH	$1.6M
15	Legacy Wealth Partners, LLC	Shares	30.9KSH	$1.5M
16	PATTON ALBERTSON MILLER GROUP, LLC	Shares	29.8KSH	$1.5M
17	R2 Capital Strategies, LLC	Shares	26.9KSH	$1.3M
18	RDA Financial Network	Shares	24.3KSH	$1.2M
19	INDEPENDENT FINANCIAL GROUP, LLC	Shares	24.1KSH	$1.2M
20	ARQ WEALTH ADVISORS, LLC	Shares	23.7KSH	$1.2M
21	Sovereign Financial Group, Inc.	Shares	23.2KSH	$1.2M
22	J.W. COLE ADVISORS, INC.	Shares	22.9KSH	$1.1M
23	Fort Henry Capital, LLC	Shares	22.8KSH	$1.1M
24	Avior Wealth Management, LLC	Shares	22.2KSH	$1.1M
25	Global Financial Private Client, LLC	Shares	21.2KSH	$1.1M
26	Strategic Blueprint, LLC	Shares	21.1KSH	$1.1M
27	Redhawk Wealth Advisors, Inc.	Shares	20.8KSH	$1.0M
28	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	20.6KSH	$1.0M
29	CGN Advisors LLC	Shares	19.2KSH	$957.8K
30	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	19.0KSH	$949.8K
31	MARINO, STRAM & ASSOCIATES LLC	Shares	17.5KSH	$871.3K
32	GILPIN WEALTH MANAGEMENT, LLC	Shares	16.6KSH	$829.0K
33	Gallacher Capital Management LLC	Shares	15.9KSH	$793.9K
34	Mesirow Financial Investment Management, Inc.	Shares	15.3KSH	$762.6K
35	UNIQUE WEALTH, LLC	Shares	14.7KSH	$734.5K
36	L.K. Benson & Company, P.C.	Shares	14.3KSH	$714.9K
37	SteelPeak Wealth, LLC	Shares	13.3KSH	$666.0K
38	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	10.9KSH	$545.1K
39	BridgePort Financial Solutions, LLC	Shares	10.9KSH	$541.6K
40	Wealthcare Advisory Partners LLC	Shares	10.1KSH	$505.9K
41	SimpliFi, Inc.	Shares	9.3KSH	$465.8K
42	Mendel Capital Management LLC	Shares	9.3KSH	$463.0K
43	First Heartland Consultants, Inc.	Shares	8.9KSH	$445.9K
44	RTD Financial Advisors, Inc.	Shares	8.4KSH	$419.2K
45	Tempus Wealth Planning, LLC	Shares	8.1KSH	$405.1K
46	Westmount Partners, LLC	Shares	8.1KSH	$402.8K
47	Kastel Capital Advisors, LLC	Shares	8.4KSH	$399.8K
48	Capital Asset Managemnet, LLC	Shares	7.8KSH	$387.2K
49	RFG Advisory, LLC	Shares	7.4KSH	$371.1K
50	Xena Financial Planning, LLC	Shares	7.0KSH	$347.2K

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

50 / 99 loaded

#		Instrument
1	ARQ WEALTH ADVISORS, LLC new	Shares	+23.7K	+$1.2M	$1.2M
2	J.W. COLE ADVISORS, INC. new	Shares	+22.9K	+$1.1M	$1.1M
3	AJ Advisors, LLC added	Shares	+8.2K	+$1.1M	$14.1M
4	Weitzel Financial Services, Inc. added	Shares	+2.7K	+$725.9K	$15.6M
5	Royal Fund Management, LLC added	Shares	+3.2K	+$436.4K	$5.7M
6	Taylor Financial Group, Inc. added	Shares	+3.5K	+$370.1K	$4.0M
7	Sequoia Financial Advisors, LLC new	Shares	+6.4K	+$320.6K	$320.6K
8	Redhawk Wealth Advisors, Inc. added	Shares	+5.4K	+$308.8K	$1.0M
9	Onyx Bridge Wealth Group LLC added	Shares	+1.7K	+$281.0K	$4.0M
10	UNIQUE WEALTH, LLC added	Shares	+4.2K	+$237.0K	$734.5K
11	BSW Wealth Partners new	Shares	+4.7K	+$234.3K	$234.3K
12	L.K. Benson & Company, P.C. added	Shares	+4.0K	+$223.9K	$714.9K
13	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+3.6K	+$221.4K	$1.0M
14	BOS Asset Management, LLC new	Shares	+4.1K	+$205.3K	$205.3K
15	Brookstone Capital Management trimmed	Shares	-63	+$181.2K	$3.6M
16	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+2.5K	+$159.6K	$829.0K
17	Strategic Blueprint, LLC added	Shares	+1.9K	+$142.0K	$1.1M
18	TRUE Private Wealth Advisors added	Shares	+23	+$125.9K	$2.5M
19	ASPIRIANT, LLC unchanged	Shares	0	+$125.2K	$2.5M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-557	+$119.7K	$3.4M
21	Sovereign Financial Group, Inc. added	Shares	+1.3K	+$117.7K	$1.2M
22	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+402	+$100.6K	$1.6M
23	Wealthcare Advisory Partners LLC added	Shares	+1.3K	+$87.5K	$505.9K
24	Avior Wealth Management, LLC added	Shares	+559	+$82.3K	$1.1M
25	Legacy Wealth Partners, LLC trimmed	Shares	-134	+$71.5K	$1.5M
26	RDA Financial Network added	Shares	+50	+$63.7K	$1.2M
27	Fort Henry Capital, LLC added	Shares	+113	+$62.8K	$1.1M
28	Enclave Advisors LLC trimmed	Shares	-1.2K	+$54.7K	$2.2M
29	CGN Advisors LLC added	Shares	+126	+$54.3K	$957.8K
30	SteelPeak Wealth, LLC added	Shares	+396	+$52.4K	$666.0K
31	Global Financial Private Client, LLC trimmed	Shares	-53	+$51.0K	$1.1M
32	First Heartland Consultants, Inc. added	Shares	+596	+$50.8K	$445.9K
33	Sherman Wealth Management LLC added	Shares	+709	+$48.9K	$303.9K
34	Mesirow Financial Investment Management, Inc. added	Shares	+180	+$47.0K	$762.6K
35	BEACON INVESTMENT ADVISORY SERVICES, INC. trimmed	Shares	-43	+$45.9K	$949.8K
36	PATTON ALBERTSON MILLER GROUP, LLC trimmed	Shares	-750	+$39.6K	$1.5M
37	MKD WEALTH COACHES, LLC added	Shares	+435	+$36.0K	$305.2K
38	SimpliFi, Inc. added	Shares	+252	+$35.4K	$465.8K
39	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-552	+$34.5K	$1.2M
40	MARINO, STRAM & ASSOCIATES LLC trimmed	Shares	-209	+$34.1K	$871.3K
41	RTD Financial Advisors, Inc. added	Shares	+231	+$32.1K	$419.2K
42	AdvisorNet Financial, Inc added	Shares	+425	+$26.9K	$133.5K
43	Westmount Partners, LLC added	Shares	+133	+$26.7K	$402.8K
44	CoreCap Advisors, LLC added	Shares	+266	+$25.3K	$252.2K
45	Mendel Capital Management LLC unchanged	Shares	0	+$23.4K	$463.0K
46	PFG Advisors added	Shares	+168	+$23.0K	$298.0K
47	RFG Advisory, LLC added	Shares	+48	+$21.0K	$371.1K
48	Cape Investment Advisory, Inc. new	Shares	+407	+$20.3K	$20.3K
49	Venturi Wealth Management, LLC added	Shares	+149	+$20.1K	$258.8K
50	Xena Financial Planning, LLC unchanged	Shares	0	+$17.5K	$347.2K

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