Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 82 loaded

#		Instrument	quantity
1	Key Client Fiduciary Advisors, LLC	Shares	117.0KSH	$8.5M
2	UNIQUE WEALTH, LLC	Shares	94.3KSH	$6.9M
3	Centerline Wealth Advisors, LLC	Shares	45.4KSH	$3.3M
4	First Citizens Financial Corp	Shares	38.2KSH	$2.8M
5	Conservest Capital Advisors, Inc.	Shares	36.5KSH	$2.7M
6	Storen Legacy Partners, LLC	Shares	33.8KSH	$2.5M
7	Consolidated Investment Group LLC	Shares	27.9KSH	$2.0M
8	Matthew Goff Investment Advisor, LLC	Shares	25.1KSH	$1.8M
9	PENOBSCOT WEALTH MANAGEMENT	Shares	24.2KSH	$1.8M
10	Wall Street Financial Group, Inc.	Shares	23.1KSH	$1.7M
11	B. Riley Wealth Advisors, Inc.	Shares	22.4KSH	$1.6M
12	R2 Capital Strategies, LLC	Shares	22.4KSH	$1.6M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	18.5KSH	$1.4M
14	Merit Financial Group, LLC	Shares	14.1KSH	$1.0M
15	Cyndeo Wealth Partners, LLC	Shares	13.7KSH	$997.5K
16	Counterweight Ventures, LLC	Shares	13.3KSH	$967.3K
17	Stone Wealth Partners	Shares	11.2KSH	$817.3K
18	Stillwater Capital Advisors, LLC	Shares	10.6KSH	$770.7K
19	Essex LLC	Shares	10.5KSH	$761.8K
20	Prospera Financial Services Inc	Shares	9.5KSH	$687.5K
21	BCS Wealth Management	Shares	9.0KSH	$653.9K
22	PARTNERS WEALTH MANAGEMENT, LLC	Shares	8.9KSH	$646.1K
23	DAVENPORT & Co LLC	Shares	8.1KSH	$585.9K
24	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	8.0KSH	$578.3K
25	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	6.9KSH	$497.9K
26	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	5.9KSH	$427.6K
27	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	5.7KSH	$416.9K
28	Accel Wealth Management	Shares	5.7KSH	$413.9K
29	Nova Wealth Management, Inc.	Shares	5.5KSH	$401.9K
30	Brookstone Capital Management	Shares	5.2KSH	$376.4K
31	GREENLEAF TRUST	Shares	5.0KSH	$362.1K
32	Traveka Wealth, LLC	Shares	4.9KSH	$354.8K
33	Graves Light Lenhart Wealth, Inc.	Shares	4.9KSH	$352.5K
34	Targeted Financial Services LLC	Shares	4.5KSH	$325.7K
35	Symphony Financial Services, Inc.	Shares	4.4KSH	$321.0K
36	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	4.4KSH	$318.6K
37	CoreCap Advisors, LLC	Shares	4.3KSH	$314.8K
38	Y-Intercept (Hong Kong) Ltd	Shares	4.2KSH	$306.5K
39	Fairvoy Private Wealth, LLC	Shares	3.9KSH	$283.0K
40	SONATA CAPITAL GROUP INC	Shares	3.7KSH	$270.3K
41	Apollon Wealth Management, LLC	Shares	3.5KSH	$254.8K
42	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.4KSH	$244.5K
43	High Point Wealth Management, LLC	Shares	3.3KSH	$240.1K
44	Farther Finance Advisors, LLC	Shares	3.2KSH	$234.5K
45	One Charles Private Wealth Services, LLC	Shares	3.2KSH	$232.9K
46	Stronghold Wealth Management L.L.C.	Shares	3.1KSH	$228.8K
47	INDEPENDENT FINANCIAL GROUP, LLC	Shares	3.0KSH	$214.8K
48	J.W. COLE ADVISORS, INC.	Shares	2.8KSH	$201.6K
49	IFP Advisors, Inc	Shares	2.8KSH	$201.3K
50	ADIRONDACK TRUST CO	Shares	2.3KSH	$165.7K

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

50 / 85 loaded

#		Instrument
1	UNIQUE WEALTH, LLC added	Shares	+1.4K	+$349.5K	$6.9M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+4.2K	+$306.5K	$306.5K
3	J.W. COLE ADVISORS, INC. new	Shares	+2.8K	+$201.6K	$201.6K
4	Wall Street Financial Group, Inc. added	Shares	+1.1K	+$134.4K	$1.7M
5	B. Riley Wealth Advisors, Inc. added	Shares	+658	+$125.7K	$1.6M
6	PENOBSCOT WEALTH MANAGEMENT added	Shares	+570	+$103.4K	$1.8M
7	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. added	Shares	+1.0K	+$92.8K	$578.3K
8	First Citizens Financial Corp trimmed	Shares	-258	+$82.3K	$2.8M
9	Consolidated Investment Group LLC unchanged	Shares	0	+$73.4K	$2.0M
10	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+779	+$66.0K	$497.9K
11	Signature Resources Capital Management, LLC new	Shares	+834	+$60.6K	$60.6K
12	PARTNERS WEALTH MANAGEMENT, LLC added	Shares	+435	+$53.8K	$646.1K
13	Traveka Wealth, LLC added	Shares	+564	+$52.3K	$354.8K
14	Conservest Capital Advisors, Inc. trimmed	Shares	-719	+$45.7K	$2.7M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-455	+$38.8K	$1.4M
16	Capital Investment Advisory Services, LLC added	Shares	+500	+$38.6K	$99.2K
17	Prospera Financial Services Inc added	Shares	+104	+$32.1K	$687.5K
18	CoreCap Advisors, LLC added	Shares	+287	+$31.5K	$314.8K
19	Stillwater Capital Advisors, LLC trimmed	Shares	-13	+$27.0K	$770.7K
20	BCS Wealth Management unchanged	Shares	0	+$23.7K	$653.9K
21	Counterweight Ventures, LLC trimmed	Shares	-165	+$23.5K	$967.3K
22	DAVENPORT & Co LLC trimmed	Shares	-2	+$21.1K	$585.9K
23	Farther Finance Advisors, LLC added	Shares	+124	+$18.8K	$234.5K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+238	+$17.5K	$18.8K
25	Nova Wealth Management, Inc. added	Shares	+34	+$17.0K	$401.9K
26	COTTONWOOD CAPITAL ADVISORS, LLC trimmed	Shares	-17	+$13.9K	$416.9K
27	Merit Financial Group, LLC trimmed	Shares	-342	+$13.1K	$1.0M
28	GREENLEAF TRUST unchanged	Shares	0	+$13.1K	$362.1K
29	Graves Light Lenhart Wealth, Inc. unchanged	Shares	0	+$12.8K	$352.5K
30	Targeted Financial Services LLC trimmed	Shares	-6	+$11.4K	$325.7K
31	High Point Wealth Management, LLC added	Shares	+12	+$9.5K	$240.1K
32	Apollon Wealth Management, LLC unchanged	Shares	0	+$9.2K	$254.8K
33	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+2	+$7.9K	$214.8K
34	IFP Advisors, Inc trimmed	Shares	-16	+$6.2K	$201.3K
35	Stronghold Wealth Management L.L.C. trimmed	Shares	-45	+$5.1K	$228.8K
36	STEPH & CO unchanged	Shares	0	+$4.0K	$111.2K
37	HM PAYSON & CO new	Shares	+53	+$3.9K	$3.9K
38	Spire Wealth Management unchanged	Shares	0	+$3.0K	$82.0K
39	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$2.9K	$80.7K
40	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$2.7K	$74.3K
41	Davis Capital Management unchanged	Shares	0	+$1.9K	$53.2K
42	SOA Wealth Advisors, LLC. added	Shares	+3	+$1.8K	$43.0K
43	FIRST HORIZON CORP unchanged	Shares	0	+$1.6K	$45.6K
44	Physician Wealth Advisors, Inc. added	Shares	+1	+$1.4K	$35.9K
45	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.2K	$34.5K
46	Financial Life Planners added	Shares	+2	+$1.1K	$26.5K
47	Bangor Savings Bank unchanged	Shares	0	+$1.1K	$29.6K
48	AdvisorNet Financial, Inc unchanged	Shares	0	+$789	$21.8K
49	Piscataqua Savings Bank unchanged	Shares	0	+$786	$21.8K
50	COUNTRY TRUST BANK unchanged	Shares	0	+$631	$17.4K

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