Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 91 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	253.1KSH	$22.5M
2	Merit Financial Group, LLC	Shares	101.3KSH	$9.0M
3	MILESTONE ASSET MANAGEMENT, LLC	Shares	93.6KSH	$8.3M
4	Kelly Financial Services LLC	Shares	67.7KSH	$6.0M
5	SteelPeak Wealth, LLC	Shares	56.6KSH	$5.0M
6	Traveka Wealth, LLC	Shares	43.1KSH	$3.8M
7	FFG RETIREMENT ADVISORS LLC	Shares	37.7KSH	$3.3M
8	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	36.4KSH	$3.2M
9	Sharkey, Howes & Javer	Shares	35.3KSH	$3.1M
10	Strategic Blueprint, LLC	Shares	33.5KSH	$3.0M
11	SWP FINANCIAL LLC	Shares	27.2KSH	$2.4M
12	Pettinga Financial Advisors LLC	Shares	27.0KSH	$2.4M
13	ALTERNA WEALTH MANAGEMENT, INC	Shares	26.0KSH	$2.3M
14	Horst & Graben Wealth Management LLC	Shares	26.0KSH	$2.3M
15	CFS Investment Advisory Services, LLC	Shares	25.2KSH	$2.2M
16	Lansing Street Advisors	Shares	18.5KSH	$1.6M
17	Atlatl Advisers LLC	Shares	17.6KSH	$1.6M
18	Scarborough Advisors, LLC	Shares	16.6KSH	$1.5M
19	SigFig Wealth Management, LLC	Shares	14.4KSH	$1.3M
20	Brookstone Capital Management	Shares	13.0KSH	$1.2M
21	Optivise Advisory Services LLC	Shares	12.7KSH	$1.1M
22	Archer Investment Management, LLC	Shares	12.3KSH	$1.1M
23	Range Financial Group LLC	Shares	12.3KSH	$1.1M
24	Redhawk Wealth Advisors, Inc.	Shares	12.2KSH	$1.1M
25	Ethos Capital Management, Inc.	Shares	11.9KSH	$1.1M
26	Breakwater Capital Group	Shares	11.7KSH	$1.0M
27	Fermata Advisors, LLC	Shares	11.3KSH	$1.0M
28	Plancorp, LLC	Shares	11.5KSH	$1.0M
29	Cassilly Financial Group LLC	Shares	10.7KSH	$951.3K
30	McNaughton Wealth Management, LLC	Shares	10.2KSH	$905.4K
31	NOVEM GROUP	Shares	10.2KSH	$900.7K
32	Skyline Advisors, Inc.	Shares	9.6KSH	$849.7K
33	ONE Advisory Partners, LLC	Shares	9.1KSH	$807.3K
34	VISIONARY HORIZONS, LLC	Shares	8.8KSH	$778.1K
35	EHRLICH FINANCIAL GROUP	Shares	8.7KSH	$771.4K
36	Blue Trust, Inc.	Shares	8.2KSH	$724.0K
37	Cobblestone Asset Management LLC	Shares	7.5KSH	$664.7K
38	SWMG, LLC	Shares	7.5KSH	$660.9K
39	Chatterton & Associates Inc.	Shares	7.4KSH	$652.3K
40	Goldstein Advisors, LLC	Shares	7.1KSH	$633.6K
41	Farther Finance Advisors, LLC	Shares	6.9KSH	$616.0K
42	BOS Asset Management, LLC	Shares	6.5KSH	$573.6K
43	Security Financial Services, INC.	Shares	6.4KSH	$569.2K
44	IFP Advisors, Inc	Shares	6.3KSH	$562.8K
45	Cypress Wealth Services, LLC	Shares	6.2KSH	$545.9K
46	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.0KSH	$528.2K
47	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	5.6KSH	$500.8K
48	Apollon Wealth Management, LLC	Shares	5.1KSH	$448.2K
49	J.E. Simmons & Co., P.C.	Shares	4.8KSH	$427.2K
50	Brookwood Investment Group LLC	Shares	4.8KSH	$422.2K

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

50 / 93 loaded

#		Instrument
1	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+93.6K	+$8.3M	$8.3M
2	Merit Financial Group, LLC added	Shares	+21.6K	+$1.9M	$9.0M
3	Envestnet Portfolio Solutions, Inc. added	Shares	+14.9K	+$1.3M	$22.5M
4	Redhawk Wealth Advisors, Inc. new	Shares	+12.2K	+$1.1M	$1.1M
5	Fermata Advisors, LLC new	Shares	+11.3K	+$1.0M	$1.0M
6	Plancorp, LLC new	Shares	+11.5K	+$1.0M	$1.0M
7	ALTERNA WEALTH MANAGEMENT, INC added	Shares	+9.3K	+$822.7K	$2.3M
8	NOVEM GROUP added	Shares	+7.8K	+$691.9K	$900.7K
9	Scarborough Advisors, LLC added	Shares	+7.2K	+$631.4K	$1.5M
10	Traveka Wealth, LLC added	Shares	+7.0K	+$614.9K	$3.8M
11	Sharkey, Howes & Javer added	Shares	+7.0K	+$608.5K	$3.1M
12	BOS Asset Management, LLC new	Shares	+6.5K	+$573.6K	$573.6K
13	Kelly Financial Services LLC added	Shares	+6.2K	+$548.8K	$6.0M
14	Breakwater Capital Group added	Shares	+4.5K	+$398.4K	$1.0M
15	BAM Wealth Management, LLC new	Shares	+3.6K	+$318.4K	$318.4K
16	Affinity Capital Advisors, LLC new	Shares	+3.4K	+$304.6K	$304.6K
17	WETZEL INVESTMENT ADVISORS, INC. new	Shares	+3.1K	+$277.8K	$277.8K
18	Balefire, LLC new	Shares	+3.1K	+$276.4K	$276.4K
19	Golden State Wealth Management, LLC added	Shares	+3.1K	+$270.7K	$408.9K
20	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+3.0K	+$263.1K	$500.8K
21	Range Financial Group LLC added	Shares	+2.7K	+$240.3K	$1.1M
22	Tempus Wealth Planning, LLC new	Shares	+2.7K	+$239.0K	$239.0K
23	Strategic Blueprint, LLC added	Shares	+2.6K	+$224.2K	$3.0M
24	Skyline Advisors, Inc. added	Shares	+2.5K	+$218.5K	$849.7K
25	EWA, LLC new	Shares	+2.4K	+$217.0K	$217.0K
26	Two West Capital Advisors LLC new	Shares	+2.4K	+$214.0K	$214.0K
27	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+2.5K	+$212.7K	$3.2M
28	Saxony Capital Management, LLC new	Shares	+2.3K	+$204.6K	$204.6K
29	BCU Wealth Advisors, LLC new	Shares	+2.3K	+$202.5K	$202.5K
30	MKT Advisors LLC new	Shares	+2.3K	+$201.6K	$201.6K
31	VISIONARY HORIZONS, LLC added	Shares	+2.3K	+$198.1K	$778.1K
32	Cape Investment Advisory, Inc. new	Shares	+2.1K	+$190.7K	$190.7K
33	McNaughton Wealth Management, LLC added	Shares	+2.2K	+$190.1K	$905.4K
34	Horst & Graben Wealth Management LLC added	Shares	+2.1K	+$162.3K	$2.3M
35	FFG RETIREMENT ADVISORS LLC added	Shares	+1.7K	+$140.8K	$3.3M
36	Cassilly Financial Group LLC added	Shares	+1.4K	+$121.9K	$951.3K
37	Chatterton & Associates Inc. added	Shares	+1.4K	+$114.1K	$652.3K
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.0K	+$87.0K	$528.2K
39	Brookstone Capital Management added	Shares	+990	+$84.4K	$1.2M
40	J.E. Simmons & Co., P.C. added	Shares	+961	+$84.2K	$427.2K
41	ONE Advisory Partners, LLC added	Shares	+974	+$84.1K	$807.3K
42	SigFig Wealth Management, LLC added	Shares	+880	+$79.8K	$1.3M
43	SWP FINANCIAL LLC added	Shares	+878	+$70.4K	$2.4M
44	Braun-Bostich & Associates Inc. added	Shares	+751	+$65.5K	$410.6K
45	Spectrum Planning & Advisory Services Inc. added	Shares	+583	+$50.8K	$346.1K
46	FIRETHORN WEALTH PARTNERS, LLC added	Shares	+535	+$46.4K	$359.2K
47	KWB Wealth added	Shares	+516	+$42.4K	$332.3K
48	Pettinga Financial Advisors LLC added	Shares	+550	+$41.3K	$2.4M
49	IFP Advisors, Inc added	Shares	+440	+$37.4K	$562.8K
50	Retirement Wealth Solutions LLC added	Shares	+350	+$30.8K	$103.7K

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