Filing Research | ISHARES U S ETF TR Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	Tradewinds Capital Management, LLC	Shares	1.2MSH	$37.2M
2	NWAM LLC	Shares	184.6KSH	$5.6M
3	Avior Wealth Management, LLC	Shares	92.9KSH	$2.8M
4	Aletheian Wealth Advisors LLC	Shares	62.4KSH	$1.9M
5	ARKANSAS FINANCIAL GROUP, INC.	Shares	60.9KSH	$1.9M
6	Alhambra Investment Management LLC	Shares	47.3KSH	$1.4M
7	Brookstone Capital Management	Shares	35.4KSH	$1.1M
8	Columbus Macro, LLC	Shares	32.8KSH	$995.0K
9	Prosperity Planning, Inc.	Shares	23.9KSH	$726.6K
10	Nolet Wealth Management, LLC	Shares	15.5KSH	$470.7K
11	INDEPENDENT FINANCIAL GROUP, LLC	Shares	15.3KSH	$465.2K
12	Spectrum Planning & Advisory Services Inc.	Shares	15.1KSH	$459.7K
13	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	14.0KSH	$423.9K
14	CoreCap Advisors, LLC	Shares	10.4KSH	$314.5K
15	TRUE Private Wealth Advisors	Shares	10.3KSH	$311.6K
16	Ryan Investment Management, Inc.	Shares	10.1KSH	$307.9K
17	Marion Wealth Management	Shares	9.9KSH	$300.2K
18	Pines Wealth Management, LLC	Shares	9.5KSH	$287.7K
19	TCFG Investment Advisors, LLC	Shares	8.4KSH	$256.0K
20	Mirae Asset Global Investments Co., Ltd.	Shares	8.3KSH	$252.1K
21	Security Financial Services, INC.	Shares	7.8KSH	$238.3K
22	EHRLICH FINANCIAL GROUP	Shares	7.7KSH	$234.7K
23	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	7.2KSH	$219.0K
24	FIRST HORIZON CORP	Shares	5.2KSH	$156.9K
25	Farther Finance Advisors, LLC	Shares	2.4KSH	$72.3K
26	Financial Perspectives, Inc	Shares	2.3KSH	$70.1K
27	AdvisorNet Financial, Inc	Shares	1.0KSH	$31.1K
28	Triumph Capital Management	Shares	911SH	$27.7K
29	Physician Wealth Advisors, Inc.	Shares	529SH	$16.1K
30	SALEM INVESTMENT COUNSELORS INC	Shares	511SH	$15.5K
31	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	468SH	$14.2K
32	Vision Retirement, LLC	Shares	427SH	$13.0K
33	SOA Wealth Advisors, LLC.	Shares	286SH	$8.7K
34	Spire Wealth Management	Shares	167SH	$5.1K
35	LAM GROUP, INC.	Shares	115SH	$3.5K
36	Quest 10 Wealth Builders, Inc.	Shares	72SH	$2.2K
37	Transce3nd, LLC	Shares	64SH	$2.0K
38	Retirement Wealth Solutions LLC	Shares	10SH	$297
39	Rosenberg Matthew Hamilton	Shares	4SH	$121
40	EverSource Wealth Advisors, LLC	Shares	3SH	$81

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

50 / 50 loaded

#		Instrument
1	Ryan Investment Management, Inc. new	Shares	+10.1K	+$307.9K	$307.9K
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+7.4K	+$202.2K	$423.9K
3	Brookstone Capital Management added	Shares	+8.8K	+$174.3K	$1.1M
4	FIRST HORIZON CORP new	Shares	+5.2K	+$156.9K	$156.9K
5	EverSource Wealth Advisors, LLC unchanged	Shares	0	-$9	$81
6	Rosenberg Matthew Hamilton unchanged	Shares	0	-$14	$121
7	Retirement Wealth Solutions LLC unchanged	Shares	0	-$57	$297
8	Transce3nd, LLC unchanged	Shares	0	-$155	$2.0K
9	LAM GROUP, INC. added	Shares	+5	-$226	$3.5K
10	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	-$247	$2.2K
11	Triumph Capital Management added	Shares	+83	-$328	$27.7K
12	Spire Wealth Management unchanged	Shares	0	-$574	$5.1K
13	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$984	$8.7K
14	Vision Retirement, LLC unchanged	Shares	0	-$1.5K	$13.0K
15	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$1.8K	$15.5K
16	Arlington Trust Co LLC exited	Shares	-52	-$1.8K	$0
17	Farther Finance Advisors, LLC added	Shares	+151	-$2.0K	$72.3K
18	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$2.8K	$14.2K
19	AdvisorNet Financial, Inc trimmed	Shares	-73	-$6.0K	$31.1K
20	Sound Income Strategies, LLC exited	Shares	-200	-$6.7K	$0
21	Security Financial Services, INC. added	Shares	+573	-$7.6K	$238.3K
22	Physician Wealth Advisors, Inc. trimmed	Shares	-172	-$7.6K	$16.1K
23	Financial Perspectives, Inc unchanged	Shares	0	-$7.9K	$70.1K
24	Capital Investment Advisory Services, LLC exited	Shares	-237	-$8.0K	$0
25	EHRLICH FINANCIAL GROUP added	Shares	+149	-$21.5K	$234.7K
26	Crewe Advisors LLC exited	Shares	-760	-$25.7K	$0
27	TRUE Private Wealth Advisors added	Shares	+276	-$26.0K	$311.6K
28	NORTHWEST WEALTH MANAGEMENT, LLC trimmed	Shares	-55	-$26.7K	$219.0K
29	TCFG Investment Advisors, LLC added	Shares	+22	-$32.7K	$256.0K
30	Nolet Wealth Management, LLC added	Shares	+483	-$37.0K	$470.7K
31	CoreCap Advisors, LLC trimmed	Shares	-371	-$48.2K	$314.5K
32	Marion Wealth Management trimmed	Shares	-506	-$51.1K	$300.2K
33	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-631	-$74.0K	$465.2K
34	Spectrum Planning & Advisory Services Inc. trimmed	Shares	-1.4K	-$99.2K	$459.7K
35	Columbus Macro, LLC unchanged	Shares	0	-$112.7K	$995.0K
36	Prosperity Planning, Inc. trimmed	Shares	-1.0K	-$117.5K	$726.6K
37	ARKANSAS FINANCIAL GROUP, INC. trimmed	Shares	-378	-$159.9K	$1.9M
38	Aletheian Wealth Advisors LLC added	Shares	+684	-$191.4K	$1.9M
39	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-6.5K	-$227.0K	$0
40	Ignite Planners, LLC exited	Shares	-8.3K	-$280.9K	$0
41	Alhambra Investment Management LLC trimmed	Shares	-4.1K	-$301.7K	$1.4M
42	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-8.7K	-$322.7K	$252.1K
43	Avior Wealth Management, LLC trimmed	Shares	-1.2K	-$360.5K	$2.8M
44	WAYSTONE ADVISORS LLC exited	Shares	-11.4K	-$386.4K	$0
45	Pettinga Financial Advisors LLC exited	Shares	-18.0K	-$609.1K	$0
46	Pines Wealth Management, LLC trimmed	Shares	-19.6K	-$696.7K	$287.7K
47	NWAM LLC trimmed	Shares	-15.6K	-$1.2M	$5.6M
48	Legacy Wealth Partners, LLC exited	Shares	-49.3K	-$1.7M	$0
49	Balefire, LLC exited	Shares	-51.3K	-$1.7M	$0
50	Tradewinds Capital Management, LLC trimmed	Shares	-162.7K	-$9.7M	$37.2M