Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 133 loaded

#		Instrument	quantity
1	CAPITAL ADVISORS INC/OK	Shares	5.1MSH	$119.0M
2	HM PAYSON & CO	Shares	3.1MSH	$72.8M
3	SUMMITRY LLC	Shares	2.0MSH	$46.8M
4	Gratus Wealth Advisors, LLC	Shares	1.6MSH	$35.9M
5	Wealthcare Advisory Partners LLC	Shares	1.2MSH	$28.3M
6	RVW Wealth, LLC	Shares	1.2MSH	$28.0M
7	HOWLAND CAPITAL MANAGEMENT LLC	Shares	1.1MSH	$25.9M
8	Ironwood Financial, llc	Shares	636.7KSH	$14.7M
9	Mesirow Financial Investment Management, Inc.	Shares	599.1KSH	$13.9M
10	Windsor Capital Management, LLC	Shares	562.6KSH	$13.0M
11	REBALANCE, LLC	Shares	458.5KSH	$10.6M
12	Strid Group, LLC	Shares	443.8KSH	$10.3M
13	BENJAMIN EDWARDS INC	Shares	404.1KSH	$9.4M
14	ARCADIA INVESTMENT ADVISORS LLC	Shares	347.6KSH	$8.1M
15	Penobscot Investment Management Company, Inc.	Shares	343.1KSH	$7.9M
16	InvesTrust	Shares	309.4KSH	$7.2M
17	SPRENG CAPITAL MANAGEMENT, INC.	Shares	298.5KSH	$6.9M
18	Praetorian Wealth Management, Inc.	Shares	297.9KSH	$6.9M
19	J.W. COLE ADVISORS, INC.	Shares	277.6KSH	$6.4M
20	IFP Advisors, Inc	Shares	273.0KSH	$6.3M
21	Merit Financial Group, LLC	Shares	261.7KSH	$6.1M
22	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	Shares	249.4KSH	$5.8M
23	Apollon Wealth Management, LLC	Shares	245.1KSH	$5.7M
24	Great Diamond Partners, LLC	Shares	235.6KSH	$5.5M
25	Winthrop Partners - WNY, LLC	Shares	227.8KSH	$5.3M
26	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	214.2KSH	$5.0M
27	MEMBERS WEALTH LLC	Shares	202.2KSH	$4.7M
28	Sowell Financial Services LLC	Shares	193.2KSH	$4.5M
29	Newman Dignan & Sheerar, Inc.	Shares	186.7KSH	$4.3M
30	SONATA CAPITAL GROUP INC	Shares	185.7KSH	$4.3M
31	PRECEDENT WEALTH PARTNERS, LLC	Shares	183.5KSH	$4.2M
32	Crews Bank & Trust	Shares	179.0KSH	$4.1M
33	Composition Wealth, LLC	Shares	178.2KSH	$4.1M
34	Wilkins Miller Wealth Management, LLC	Shares	176.2KSH	$4.1M
35	Syntegra Private Wealth Group, LLC	Shares	171.1KSH	$4.0M
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	159.0KSH	$3.7M
37	ADIRONDACK TRUST CO	Shares	158.4KSH	$3.7M
38	Laurel Wealth Advisors LLC	Shares	158.2KSH	$3.7M
39	Commonwealth Financial Services, LLC	Shares	151.3KSH	$3.5M
40	MEITAV INVESTMENT HOUSE LTD	Shares	133.3KSH	$3.1M
41	4J Wealth Management LLC	Shares	126.1KSH	$2.9M
42	LifePlan Financial, LLC	Shares	125.0KSH	$2.9M
43	Matthew Goff Investment Advisor, LLC	Shares	123.5KSH	$2.9M
44	Chesley Taft & Associates LLC	Shares	113.9KSH	$2.6M
45	High Note Wealth, LLC	Shares	113.2KSH	$2.6M
46	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	112.9KSH	$2.6M
47	Cornell Pochily Investment Advisors, Inc.	Shares	109.6KSH	$2.5M
48	Beaumont Asset Management, L.L.C.	Shares	109.2KSH	$2.5M
49	Sightline Wealth Advisors, LLC	Shares	109.1KSH	$2.5M
50	Breachway Investments LLC	Shares	107.8KSH	$2.5M

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

50 / 143 loaded

#		Instrument
1	HM PAYSON & CO added	Shares	+314.9K	+$7.0M	$72.8M
2	SPRENG CAPITAL MANAGEMENT, INC. new	Shares	+298.5K	+$6.9M	$6.9M
3	Apollon Wealth Management, LLC new	Shares	+245.1K	+$5.7M	$5.7M
4	Strid Group, LLC added	Shares	+221.7K	+$5.1M	$10.3M
5	Great Diamond Partners, LLC added	Shares	+168.7K	+$3.9M	$5.5M
6	Mesirow Financial Investment Management, Inc. added	Shares	+144.7K	+$3.3M	$13.9M
7	Matthew Goff Investment Advisor, LLC new	Shares	+123.5K	+$2.9M	$2.9M
8	SUMMITRY LLC added	Shares	+116.9K	+$2.5M	$46.8M
9	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+102.8K	+$2.3M	$25.9M
10	Penobscot Investment Management Company, Inc. added	Shares	+80.2K	+$1.8M	$7.9M
11	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+73.3K	+$1.7M	$5.0M
12	Ironwood Financial, llc added	Shares	+77.7K	+$1.6M	$14.7M
13	High Note Wealth, LLC added	Shares	+63.2K	+$1.5M	$2.6M
14	RVW Wealth, LLC added	Shares	+61.9K	+$1.3M	$28.0M
15	Sightline Wealth Advisors, LLC added	Shares	+54.9K	+$1.3M	$2.5M
16	Merit Financial Group, LLC added	Shares	+54.0K	+$1.2M	$6.1M
17	VIRGINIA WEALTH MANAGEMENT GROUP, INC. added	Shares	+50.3K	+$1.1M	$5.8M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+42.6K	+$967.2K	$3.7M
19	MEITAV INVESTMENT HOUSE LTD added	Shares	+41.9K	+$957.2K	$3.1M
20	FLAGSHIP HARBOR ADVISORS, LLC new	Shares	+40.0K	+$927.4K	$927.4K
21	Wealthcare Advisory Partners LLC added	Shares	+41.4K	+$841.4K	$28.3M
22	Composition Wealth, LLC added	Shares	+36.0K	+$818.7K	$4.1M
23	InvesTrust added	Shares	+36.4K	+$814.7K	$7.2M
24	Gratus Wealth Advisors, LLC added	Shares	+41.4K	+$808.4K	$35.9M
25	CAPITAL ADVISORS INC/OK added	Shares	+56.6K	+$803.0K	$119.0M
26	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+31.2K	+$706.3K	$4.2M
27	ARCADIA INVESTMENT ADVISORS LLC added	Shares	+26.0K	+$569.8K	$8.1M
28	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+24.4K	+$557.0K	$2.6M
29	Mendota Financial Group, LLC added	Shares	+22.1K	+$507.4K	$1.4M
30	XY Planning Network, Inc. new	Shares	+21.9K	+$506.8K	$506.8K
31	Community Financial Services Group, LLC new	Shares	+21.7K	+$500.8K	$500.8K
32	SONATA CAPITAL GROUP INC added	Shares	+20.7K	+$463.5K	$4.3M
33	Alliance Wealth Advisors, LLC /UT new	Shares	+19.4K	+$449.9K	$449.9K
34	Koesten, Hirschmann & Crabtree, INC. new	Shares	+19.2K	+$445.3K	$445.3K
35	MEMBERS WEALTH LLC added	Shares	+18.5K	+$404.1K	$4.7M
36	Windsor Capital Management, LLC added	Shares	+19.3K	+$391.8K	$13.0M
37	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+16.1K	+$364.7K	$2.3M
38	Sarver Vrooman Wealth Advisors new	Shares	+13.8K	+$317.6K	$317.6K
39	Laurel Wealth Advisors LLC added	Shares	+13.6K	+$308.0K	$3.7M
40	RIVERCHASE WEALTH MANAGEMENT, LLC new	Shares	+13.1K	+$304.5K	$304.5K
41	Berkshire Money Management, Inc. new	Shares	+12.8K	+$295.4K	$295.4K
42	Segment Wealth Management, LLC added	Shares	+12.5K	+$280.2K	$2.4M
43	BARRETT & COMPANY, INC. added	Shares	+12.1K	+$278.0K	$801.5K
44	Chesley Taft & Associates LLC added	Shares	+11.0K	+$244.5K	$2.6M
45	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+9.5K	+$221.1K	$221.1K
46	Winthrop Partners - WNY, LLC added	Shares	+9.6K	+$200.5K	$5.3M
47	GAMMA Investing LLC added	Shares	+7.5K	+$172.7K	$295.6K
48	Praetorian Wealth Management, Inc. added	Shares	+7.9K	+$156.9K	$6.9M
49	MIDLAND WEALTH ADVISORS, LLC added	Shares	+6.8K	+$155.7K	$400.1K
50	4J Wealth Management LLC added	Shares	+7.1K	+$151.7K	$2.9M

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