Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	Bank Pictet & Cie (Europe) AG	Shares	122.1KSH	$13.4M
2	Mader & Shannon Wealth Management, Inc.	Shares	48.3KSH	$5.3M
3	Investors Research Corp	Shares	40.0KSH	$4.4M
4	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	22.5KSH	$2.5M
5	JOHNSON INVESTMENT COUNSEL INC	Shares	21.8KSH	$2.4M
6	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	20.6KSH	$2.3M
7	PFG Investments, LLC	Shares	19.0KSH	$2.1M
8	Wealth Management Partners, LLC	Shares	14.7KSH	$1.6M
9	Enclave Advisors LLC	Shares	10.2KSH	$1.1M
10	Mraz, Amerine & Associates, Inc.	Shares	5.8KSH	$636.2K
11	INDEPENDENT FINANCIAL GROUP, LLC	Shares	5.0KSH	$549.1K
12	GUYASUTA INVESTMENT ADVISORS INC	Shares	4.9KSH	$537.4K
13	Westmount Partners, LLC	Shares	4.3KSH	$468.2K
14	Poehling Capital Management, INC.	Shares	3.5KSH	$384.4K
15	Ignite Planners, LLC	Shares	2.2KSH	$244.4K
16	Sowell Financial Services LLC	Shares	2.0KSH	$219.1K
17	Avior Wealth Management, LLC	Shares	2.0KSH	$217.6K
18	ANCHYRA PARTNERS LLC	Shares	1.8KSH	$200.4K
19	FIRST HORIZON CORP	Shares	1.4KSH	$149.6K
20	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	940SH	$103.2K
21	HARBOR INVESTMENT ADVISORY, LLC	Shares	800SH	$87.9K
22	Hilltop National Bank	Shares	315SH	$34.6K
23	KERR FINANCIAL PLANNING Corp	Shares	245SH	$26.8K
24	LANARK FINANCIAL, INC.	Shares	201SH	$22.1K
25	Abound Wealth Management	Shares	158SH	$17.4K
26	Nova Wealth Management, Inc.	Shares	130SH	$14.3K
27	Spire Wealth Management	Shares	104SH	$11.4K
28	Roxbury Financial LLC	Shares	102SH	$11.2K
29	Golden State Wealth Management, LLC	Shares	100SH	$11.0K
30	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	100SH	$11.0K
31	IFP Advisors, Inc	Shares	80SH	$8.8K
32	Physician Wealth Advisors, Inc.	Shares	71SH	$7.8K
33	GAMMA Investing LLC	Shares	69SH	$7.6K
34	Wagner Wealth Management, LLC	Shares	57SH	$6.3K
35	Princeton Global Asset Management LLC	Shares	51SH	$5.6K
36	Cedar Mountain Advisors, LLC	Shares	42SH	$4.6K
37	Farther Finance Advisors, LLC	Shares	39SH	$4.3K
38	SIGNATUREFD, LLC	Shares	11SH	$1.2K
39	PFS Partners, LLC	Shares	2SH	$228
40	CX Institutional	Shares	854SH	$94

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

47 / 47 loaded

#		Instrument
1	PFG Investments, LLC new	Shares	+19.0K	+$2.1M	$2.1M
2	Ignite Planners, LLC added	Shares	+709	+$42.6K	$244.4K
3	IFP Advisors, Inc new	Shares	+80	+$8.8K	$8.8K
4	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+87	+$244	$103.2K
5	PFS Partners, LLC unchanged	Shares	0	-$30	$228
6	CX Institutional trimmed	Shares	-660	-$95	$94
7	Sound Income Strategies, LLC exited	Shares	-1	-$121	$0
8	SIGNATUREFD, LLC unchanged	Shares	0	-$163	$1.2K
9	Farther Finance Advisors, LLC unchanged	Shares	0	-$401	$4.3K
10	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$608	$4.6K
11	Princeton Global Asset Management LLC unchanged	Shares	0	-$769	$5.6K
12	Wagner Wealth Management, LLC unchanged	Shares	0	-$859	$6.3K
13	GAMMA Investing LLC unchanged	Shares	0	-$1.0K	$7.6K
14	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$1.1K	$7.8K
15	Roxbury Financial LLC unchanged	Shares	0	-$1.5K	$11.2K
16	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$1.5K	$11.0K
17	Nova Wealth Management, Inc. unchanged	Shares	0	-$2.0K	$14.3K
18	KERR FINANCIAL PLANNING Corp added	Shares	+1	-$2.0K	$26.8K
19	Abound Wealth Management unchanged	Shares	0	-$2.4K	$17.4K
20	Spire Wealth Management trimmed	Shares	-23	-$4.4K	$11.4K
21	Scarborough Advisors, LLC exited	Shares	-37	-$4.6K	$0
22	Hilltop National Bank unchanged	Shares	0	-$4.7K	$34.6K
23	CoreCap Advisors, LLC exited	Shares	-57	-$7.2K	$0
24	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$12.1K	$87.9K
25	Sowell Financial Services LLC added	Shares	+35	-$25.7K	$219.1K
26	ANCHYRA PARTNERS LLC unchanged	Shares	0	-$27.5K	$200.4K
27	Golden State Wealth Management, LLC trimmed	Shares	-277	-$36.1K	$11.0K
28	B. Riley Wealth Advisors, Inc. exited	CALL	-30.0K	-$38.1K	$0
29	Poehling Capital Management, INC. unchanged	Shares	0	-$52.7K	$384.4K
30	Avior Wealth Management, LLC trimmed	Shares	-185	-$53.0K	$217.6K
31	Westmount Partners, LLC added	Shares	+20	-$61.7K	$468.2K
32	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+97	-$63.3K	$549.1K
33	LANARK FINANCIAL, INC. trimmed	Shares	-524	-$68.5K	$22.1K
34	GUYASUTA INVESTMENT ADVISORS INC unchanged	Shares	0	-$73.7K	$537.4K
35	Mraz, Amerine & Associates, Inc. trimmed	Shares	-125	-$102.9K	$636.2K
36	B. Riley Wealth Advisors, Inc. exited	Shares	-901	-$114.3K	$0
37	Enclave Advisors LLC trimmed	Shares	-1	-$153.7K	$1.1M
38	FIRST HORIZON CORP trimmed	Shares	-1.1K	-$161.0K	$149.6K
39	Investors Research Corp added	Shares	+3.2K	-$209.3K	$4.4M
40	IFC & Insurance Marketing, Inc. exited	Shares	-1.8K	-$226.9K	$0
41	COTTONWOOD CAPITAL ADVISORS, LLC trimmed	Shares	-27	-$313.3K	$2.3M
42	JOHNSON INVESTMENT COUNSEL INC added	Shares	+115	-$314.4K	$2.4M
43	Wealth Management Partners, LLC trimmed	Shares	-869	-$329.5K	$1.6M
44	Mader & Shannon Wealth Management, Inc. added	Shares	+1.7K	-$517.3K	$5.3M
45	GRIMES & Co WEALTH MANAGEMENT, LLC trimmed	Shares	-1.5K	-$521.9K	$2.5M
46	Apollon Wealth Management, LLC exited	Shares	-6.0K	-$750.9K	$0
47	Bank Pictet & Cie (Europe) AG trimmed	Shares	-35.1K	-$6.2M	$13.4M