Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 132 loaded

#		Instrument	quantity
1	Apollon Wealth Management, LLC	Shares	841.1KSH	$55.9M
2	MISSION WEALTH MANAGEMENT, LP	Shares	630.5KSH	$41.9M
3	Rodgers & Associates, LTD	Shares	401.9KSH	$26.7M
4	Charles Schwab Trust Co	Shares	392.4KSH	$26.1M
5	SMI Advisory Services, LLC	Shares	377.6KSH	$25.3M
6	Financial & Tax Architects, LLC	Shares	338.8KSH	$22.5M
7	S. R. Schill & Associates	Shares	326.6KSH	$21.7M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	299.2KSH	$20.0M
9	TECTONIC ADVISORS LLC	Shares	252.3KSH	$16.8M
10	Biltmore Wealth Management, LLC	Shares	226.5KSH	$15.1M
11	MOLLER WEALTH PARTNERS	Shares	206.9KSH	$13.8M
12	Wealthcare Advisory Partners LLC	Shares	200.7KSH	$13.3M
13	Freedom Day Solutions, LLC	Shares	173.0KSH	$11.5M
14	Cornerstone Management, Inc.	Shares	156.6KSH	$10.4M
15	ERn Financial, LLC	Shares	132.5KSH	$8.8M
16	MOODY NATIONAL BANK TRUST DIVISION	Shares	124.9KSH	$8.3M
17	Spartan Planning & Wealth Management	Shares	120.7KSH	$8.0M
18	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	116.0KSH	$7.7M
19	Financial Solutions Advisory Group, Inc.	Shares	115.2KSH	$7.7M
20	Peak Financial Management, Inc.	Shares	104.7KSH	$7.0M
21	Avior Wealth Management, LLC	Shares	98.5KSH	$6.5M
22	CoreCap Advisors, LLC	Shares	88.4KSH	$5.9M
23	Prosperity Planning, Inc.	Shares	77.8KSH	$5.2M
24	Envision Financial LLC	Shares	77.0KSH	$5.1M
25	Windsor Capital Management, LLC	Shares	67.8KSH	$4.5M
26	Apollon Financial, LLC	Shares	53.5KSH	$3.6M
27	Post Resch Tallon Group Inc.	Shares	52.7KSH	$3.5M
28	Financial Planning Fort Collins, LLC	Shares	50.1KSH	$3.3M
29	RFG Advisory, LLC	Shares	50.0KSH	$3.3M
30	PRIVATE CLIENT SERVICES, LLC	Shares	46.5KSH	$3.1M
31	Keystone Financial Group, Inc.	Shares	44.2KSH	$2.9M
32	Dogwood Wealth Management LLC	Shares	42.9KSH	$2.9M
33	IFC & Insurance Marketing, Inc.	Shares	36.8KSH	$2.4M
34	FAMILY WEALTH PARTNERS, LLC	Shares	34.6KSH	$2.3M
35	INTEGRATED WEALTHCARE, LLC	Shares	33.1KSH	$2.2M
36	Wealthcare Capital Partners, LLC	Shares	32.0KSH	$2.1M
37	Kohmann Bosshard Financial Services, LLC	Shares	30.3KSH	$2.0M
38	TriaGen Wealth Management LLC	Shares	29.5KSH	$2.0M
39	Farther Finance Advisors, LLC	Shares	29.4KSH	$2.0M
40	Matthew Goff Investment Advisor, LLC	Shares	25.9KSH	$1.7M
41	SECURIAN ASSET MANAGEMENT, INC	Shares	21.9KSH	$1.5M
42	Shum Financial Group, Inc.	Shares	22.1KSH	$1.5M
43	SigFig Wealth Management, LLC	Shares	21.2KSH	$1.4M
44	HBW ADVISORY SERVICES LLC	Shares	21.3KSH	$1.4M
45	Intergy Private Wealth, LLC	Shares	19.3KSH	$1.3M
46	American State Bank (Iowa)	Shares	19.2KSH	$1.3M
47	Nolet Wealth Management, LLC	Shares	19.0KSH	$1.3M
48	River Street Advisors LLC	Shares	18.3KSH	$1.2M
49	Quest 10 Wealth Builders, Inc.	Shares	17.7KSH	$1.2M
50	IFP Advisors, Inc	Shares	16.4KSH	$1.1M

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

50 / 133 loaded

#		Instrument
1	SMI Advisory Services, LLC new	Shares	+377.6K	+$25.3M	$25.3M
2	Apollon Wealth Management, LLC added	Shares	+264.9K	+$21.8M	$55.9M
3	MOLLER WEALTH PARTNERS new	Shares	+206.9K	+$13.8M	$13.8M
4	MISSION WEALTH MANAGEMENT, LP added	Shares	+104.4K	+$10.8M	$41.9M
5	Spartan Planning & Wealth Management added	Shares	+91.1K	+$6.3M	$8.0M
6	S. R. Schill & Associates added	Shares	+24.1K	+$3.8M	$21.7M
7	Financial & Tax Architects, LLC added	Shares	+12.1K	+$3.2M	$22.5M
8	Rodgers & Associates, LTD added	Shares	+2.9K	+$3.1M	$26.7M
9	Wealthcare Advisory Partners LLC added	Shares	+23.6K	+$2.9M	$13.3M
10	TECTONIC ADVISORS LLC added	Shares	+8.4K	+$2.3M	$16.8M
11	Biltmore Wealth Management, LLC added	Shares	+3.3K	+$1.8M	$15.1M
12	Charles Schwab Trust Co trimmed	Shares	-18.6K	+$1.7M	$26.1M
13	CoreCap Advisors, LLC added	Shares	+17.4K	+$1.7M	$5.9M
14	Freedom Day Solutions, LLC added	Shares	+6.3K	+$1.6M	$11.5M
15	RFG Advisory, LLC added	Shares	+17.5K	+$1.4M	$3.3M
16	ERn Financial, LLC added	Shares	+2.1K	+$1.1M	$8.8M
17	Cornerstone Management, Inc. trimmed	Shares	-1.5K	+$1.0M	$10.4M
18	Envision Financial LLC added	Shares	+5.6K	+$893.3K	$5.1M
19	Peak Financial Management, Inc. added	Shares	+2.2K	+$888.9K	$7.0M
20	Financial Solutions Advisory Group, Inc. trimmed	Shares	-285	+$846.8K	$7.7M
21	SHEETS SMITH WEALTH MANAGEMENT new	Shares	+11.5K	+$761.3K	$761.3K
22	Apollon Financial, LLC added	Shares	+4.7K	+$665.1K	$3.6M
23	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+9.4K	+$621.6K	$621.6K
24	MOODY NATIONAL BANK TRUST DIVISION trimmed	Shares	-5.0K	+$612.4K	$8.3M
25	Prosperity Planning, Inc. added	Shares	+625	+$601.7K	$5.2M
26	Windsor Capital Management, LLC added	Shares	+1.4K	+$573.6K	$4.5M
27	IFC & Insurance Marketing, Inc. added	Shares	+3.6K	+$481.3K	$2.4M
28	Keystone Financial Group, Inc. added	Shares	+2.1K	+$447.8K	$2.9M
29	Wealthcare Capital Partners, LLC added	Shares	+2.6K	+$383.5K	$2.1M
30	Post Resch Tallon Group Inc. trimmed	Shares	-69	+$372.8K	$3.5M
31	FAMILY WEALTH PARTNERS, LLC added	Shares	+2.0K	+$372.6K	$2.3M
32	Y-Intercept (Hong Kong) Ltd new	Shares	+5.5K	+$368.8K	$368.8K
33	Farther Finance Advisors, LLC added	Shares	+1.9K	+$316.0K	$2.0M
34	TriaGen Wealth Management LLC added	Shares	+1.6K	+$308.9K	$2.0M
35	INTEGRATED WEALTHCARE, LLC added	Shares	+789	+$287.2K	$2.2M
36	Dogwood Wealth Management LLC trimmed	Shares	-523	+$280.4K	$2.9M
37	River Street Advisors LLC added	Shares	+2.3K	+$266.7K	$1.2M
38	D.A. DAVIDSON & CO. new	Shares	+4.0K	+$265.1K	$265.1K
39	Matthew Goff Investment Advisor, LLC added	Shares	+1.2K	+$262.0K	$1.7M
40	Kohmann Bosshard Financial Services, LLC added	Shares	+485	+$249.0K	$2.0M
41	HBW ADVISORY SERVICES LLC added	Shares	+1.6K	+$247.7K	$1.4M
42	Intergy Private Wealth, LLC added	Shares	+1.4K	+$225.0K	$1.3M
43	SAX WEALTH ADVISORS, LLC new	Shares	+3.8K	+$223.0K	$223.0K
44	Synergy Asset Management, LLC new	Shares	+3.3K	+$221.5K	$221.5K
45	FSA Investment Group, LLC new	Shares	+3.3K	+$218.7K	$218.7K
46	NWAM LLC added	Shares	+2.7K	+$217.9K	$545.7K
47	HCR Wealth Advisors new	Shares	+3.2K	+$213.3K	$213.3K
48	Nautilus Advisors LLC added	Shares	+1.7K	+$209.1K	$950.9K
49	Vawter Financial, Ltd. new	Shares	+3.1K	+$205.5K	$205.5K
50	WEALTHCARE CAPITAL MANAGEMENT LLC added	Shares	+2.0K	+$184.3K	$604.8K

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