Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

39 / 39 loaded

#		Instrument	quantity
1	Prosperity Planning, Inc.	Principal	340.9KPRN	$15.1M
2	FARMERS & MERCHANTS INVESTMENTS INC	Shares	330.2KSH	$14.6M
3	Northland Capital Management LLC	Shares	247.2KSH	$10.9M
4	GUIDANCE CAPITAL, INC	Shares	84.5KSH	$3.7M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	69.4KSH	$3.0M
6	Sunflower Bank, N.A.	Shares	55.4KSH	$2.4M
7	LifePlan Financial, LLC	Shares	52.2KSH	$2.3M
8	Procyon Advisors, LLC	Shares	45.4KSH	$2.0M
9	CFS Investment Advisory Services, LLC	Shares	44.2KSH	$1.9M
10	5T Wealth, LLC	Shares	42.4KSH	$1.9M
11	Horst & Graben Wealth Management LLC	Shares	29.5KSH	$1.3M
12	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	23.1KSH	$1.0M
13	Focus Financial Network, Inc.	Shares	21.1KSH	$933.1K
14	Planned Solutions, Inc.	Shares	18.0KSH	$794.8K
15	Mayflower Financial Advisors, LLC	Shares	14.4KSH	$635.3K
16	Sequoia Financial Advisors, LLC	Shares	12.2KSH	$537.9K
17	NWAM LLC	Shares	12.0KSH	$532.8K
18	Pillar Financial Advisors, LLC	Shares	11.2KSH	$497.2K
19	BEACON FINANCIAL GROUP	Shares	10.2KSH	$453.3K
20	Patriot Financial Group Insurance Agency, LLC	Shares	10.1KSH	$447.5K
21	Cypress Wealth Services, LLC	Shares	9.4KSH	$416.2K
22	Hoxton Planning & Management, LLC	Shares	8.7KSH	$383.5K
23	FIRETHORN WEALTH PARTNERS, LLC	Shares	7.3KSH	$321.4K
24	Level Financial Advisors	Shares	5.5KSH	$243.4K
25	American Institute for Advanced Investment Management, LLP	Shares	5.2KSH	$231.5K
26	Cyndeo Wealth Partners, LLC	Shares	4.8KSH	$212.2K
27	IVC Wealth Advisors LLC	Shares	4.8KSH	$210.1K
28	Investors Research Corp	Shares	4.4KSH	$193.9K
29	Farther Finance Advisors, LLC	Shares	1.8KSH	$78.5K
30	EASTERN BANK	Shares	1.3KSH	$58.0K
31	Robinswood Financial LLC	Shares	1.2KSH	$54.3K
32	EverSource Wealth Advisors, LLC	Shares	491SH	$21.7K
33	IFP Advisors, Inc	Shares	196SH	$8.7K
34	JFS WEALTH ADVISORS, LLC	Shares	188SH	$8.3K
35	LifeSteps Financial, Inc.	Shares	92SH	$4.1K
36	PARK AVENUE SECURITIES LLC	Shares	41.8KSH	$1.8K
37	Spire Wealth Management	Shares	38SH	$1.7K
38	DHJJ Financial Advisors, Ltd.	Shares	24SH	$1.1K
39	CoreCap Advisors, LLC	Shares	0SH	$11

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

39 / 39 loaded

#		Instrument
1	Prosperity Planning, Inc. added	Principal	+32.2K	+$1.4M	$15.1M
2	CFS Investment Advisory Services, LLC added	Shares	+15.3K	+$656.9K	$1.9M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+13.1K	+$551.2K	$3.0M
4	NWAM LLC new	Shares	+12.0K	+$532.8K	$532.8K
5	GUIDANCE CAPITAL, INC added	Shares	+10.5K	+$439.0K	$3.7M
6	Northland Capital Management LLC added	Shares	+9.6K	+$398.8K	$10.9M
7	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+9.6K	+$394.3K	$14.6M
8	5T Wealth, LLC added	Shares	+5.2K	+$227.0K	$1.9M
9	Cyndeo Wealth Partners, LLC new	Shares	+4.8K	+$212.2K	$212.2K
10	Horst & Graben Wealth Management LLC added	Shares	+3.9K	+$150.4K	$1.3M
11	Hoxton Planning & Management, LLC added	Shares	+1.4K	+$62.7K	$383.5K
12	Farther Finance Advisors, LLC added	Shares	+1.2K	+$55.2K	$78.5K
13	Cypress Wealth Services, LLC added	Shares	+1.2K	+$50.4K	$416.2K
14	Mayflower Financial Advisors, LLC added	Shares	+724	+$30.7K	$635.3K
15	LifePlan Financial, LLC added	Shares	+767	+$28.8K	$2.3M
16	Focus Financial Network, Inc. added	Shares	+358	+$13.8K	$933.1K
17	JFS WEALTH ADVISORS, LLC new	Shares	+188	+$8.3K	$8.3K
18	Investors Research Corp added	Shares	+193	+$8.1K	$193.9K
19	LifeSteps Financial, Inc. new	Shares	+92	+$4.1K	$4.1K
20	FIRETHORN WEALTH PARTNERS, LLC added	Shares	+101	+$3.8K	$321.4K
21	Planned Solutions, Inc. added	Shares	+85	+$1.9K	$794.8K
22	PARK AVENUE SECURITIES LLC added	Shares	+5.0K	+$216	$1.8K
23	CoreCap Advisors, LLC unchanged	Shares	0	$0	$11
24	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$2	$1.1K
25	Spire Wealth Management unchanged	Shares	0	-$4	$1.7K
26	IFP Advisors, Inc unchanged	Shares	0	-$20	$8.7K
27	EASTERN BANK trimmed	Shares	-1	-$175	$58.0K
28	IVC Wealth Advisors LLC unchanged	Shares	0	-$475	$210.1K
29	American Institute for Advanced Investment Management, LLP unchanged	Shares	0	-$521	$231.5K
30	Level Financial Advisors unchanged	Shares	0	-$550	$243.4K
31	Pillar Financial Advisors, LLC unchanged	Shares	0	-$1.1K	$497.2K
32	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$3.0K	$1.0M
33	Sunflower Bank, N.A. unchanged	Shares	0	-$5.5K	$2.4M
34	Robinswood Financial LLC trimmed	Shares	-136	-$6.1K	$54.3K
35	EverSource Wealth Advisors, LLC trimmed	Shares	-305	-$13.6K	$21.7K
36	BEACON FINANCIAL GROUP trimmed	Shares	-2.1K	-$92.3K	$453.3K
37	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-2.1K	-$94.5K	$447.5K
38	Procyon Advisors, LLC trimmed	Shares	-2.2K	-$101.7K	$2.0M
39	Sequoia Financial Advisors, LLC trimmed	Shares	-2.6K	-$114.4K	$537.9K