Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 362 loaded

#		Instrument	quantity
1	Mirae Asset Global Investments Co., Ltd.	Shares	367.2KSH	$235.3M
2	GREENWOOD GEARHART LLC	Shares	115.8KSH	$74.2M
3	Wellspring Financial Advisors, LLC	Shares	109.2KSH	$70.0M
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	101.4KSH	$64.9M
5	Traynor Capital Management, Inc.	Shares	85.3KSH	$54.6M
6	TRUE Private Wealth Advisors	Shares	67.7KSH	$43.4M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	60.3KSH	$35.1M
8	INDEPENDENT FINANCIAL GROUP, LLC	Shares	51.6KSH	$33.1M
9	Cadent Capital Advisors, LLC	Shares	49.5KSH	$31.7M
10	United Asset Strategies, Inc.	Shares	49.0KSH	$31.4M
11	Financial Partners Group, Inc	Shares	46.0KSH	$29.5M
12	MinichMacGregor Wealth Management, LLC	Shares	42.7KSH	$27.4M
13	REDSTONE WEALTH MANAGEMENT, LLC	Shares	41.4KSH	$26.5M
14	Capital Investment Counsel, LLC	Shares	37.9KSH	$24.3M
15	TOTH FINANCIAL ADVISORY CORP	Shares	35.9KSH	$23.0M
16	Legend Financial Advisors, Inc.	Shares	30.6KSH	$19.6M
17	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	30.5KSH	$19.5M
18	FULTON BANK, N.A.	Shares	28.9KSH	$18.5M
19	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	27.9KSH	$17.8M
20	Allen Mooney & Barnes Investment Advisors LLC	Shares	27.3KSH	$17.5M
21	Prospera Financial Services Inc	Shares	26.2KSH	$16.8M
22	CMH Wealth Management LLC	Shares	25.7KSH	$16.4M
23	Silverleafe Capital Partners, LLC	Shares	23.2KSH	$14.9M
24	AdvisorNet Financial, Inc	Shares	22.6KSH	$14.5M
25	IFP Advisors, Inc	Shares	21.9KSH	$14.1M
26	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	21.8KSH	$14.0M
27	Dynamic Advisor Solutions LLC	Shares	21.6KSH	$13.8M
28	SteelPeak Wealth, LLC	Shares	21.4KSH	$13.7M
29	Spire Wealth Management	Shares	20.3KSH	$13.0M
30	RFG Advisory, LLC	Shares	19.2KSH	$12.3M
31	Geremia Financial Services, LLC	Shares	18.4KSH	$11.8M
32	Strategic Blueprint, LLC	Shares	16.6KSH	$10.6M
33	Merit Financial Group, LLC	Shares	15.7KSH	$10.1M
34	Well Done, LLC	Shares	15.5KSH	$9.9M
35	Sowell Financial Services LLC	Shares	15.5KSH	$9.9M
36	Conservest Capital Advisors, Inc.	Shares	15.3KSH	$9.8M
37	Lake Hills Wealth Management, LLC	Shares	15.0KSH	$9.6M
38	J.W. COLE ADVISORS, INC.	Shares	14.9KSH	$9.6M
39	PFG Advisors	Shares	14.5KSH	$9.3M
40	Wall Street Financial Group, Inc.	Shares	14.2KSH	$9.1M
41	Union Bancaire Privee, UBP SA	Shares	17.0KSH	$9.1M
42	Alley Investment Management Company, LLC	Shares	13.9KSH	$8.9M
43	Commonwealth Financial Services, LLC	Shares	13.9KSH	$8.9M
44	Global Wealth Strategies & Associates	Shares	13.9KSH	$8.9M
45	Sharper & Granite LLC	Shares	13.0KSH	$8.3M
46	Aprio Wealth Management, LLC	Shares	12.8KSH	$8.2M
47	Procyon Advisors, LLC	Shares	12.7KSH	$8.1M
48	MEITAV INVESTMENT HOUSE LTD	Shares	12.5KSH	$8.0M
49	Midwest Financial Group LLC	Shares	12.3KSH	$7.9M
50	Magnus Financial Group LLC	Shares	11.9KSH	$7.6M

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

50 / 366 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. added	Shares	+238.7K	+$193.0M	$235.3M
2	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+101.4K	+$64.9M	$64.9M
3	Traynor Capital Management, Inc. added	Shares	+55.1K	+$45.3M	$54.6M
4	GREENWOOD GEARHART LLC trimmed	Shares	-1.6K	+$35.6M	$74.2M
5	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+19.7K	+$22.6M	$33.1M
6	TRUE Private Wealth Advisors added	Shares	+352	+$21.2M	$43.4M
7	Wellspring Financial Advisors, LLC trimmed	Shares	-42.6K	+$20.1M	$70.0M
8	Allen Mooney & Barnes Investment Advisors LLC new	Shares	+27.3K	+$17.5M	$17.5M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.8K	+$15.5M	$35.1M
10	Cadent Capital Advisors, LLC trimmed	Shares	-551	+$15.3M	$31.7M
11	Financial Partners Group, Inc trimmed	Shares	-2.5K	+$13.5M	$29.5M
12	United Asset Strategies, Inc. trimmed	Shares	-9.9K	+$12.0M	$31.4M
13	Capital Investment Counsel, LLC trimmed	Shares	-1.2K	+$11.5M	$24.3M
14	RFG Advisory, LLC added	Shares	+14.6K	+$10.8M	$12.3M
15	TOTH FINANCIAL ADVISORY CORP trimmed	Shares	-2.7K	+$10.3M	$23.0M
16	J.W. COLE ADVISORS, INC. new	Shares	+14.9K	+$9.6M	$9.6M
17	CREDIT INDUSTRIEL ET COMMERCIAL unchanged	PUT	0	+$9.5M	$19.5M
18	FULTON BANK, N.A. added	Shares	+657	+$9.2M	$18.5M
19	Alley Investment Management Company, LLC new	Shares	+13.9K	+$8.9M	$8.9M
20	ABSOLUTE CAPITAL MANAGEMENT, LLC unchanged	Shares	0	+$8.7M	$17.8M
21	REDSTONE WEALTH MANAGEMENT, LLC trimmed	Shares	-12.9K	+$8.7M	$26.5M
22	MEITAV INVESTMENT HOUSE LTD new	Shares	+12.5K	+$8.0M	$8.0M
23	Procyon Advisors, LLC added	Shares	+11.7K	+$7.8M	$8.1M
24	CMH Wealth Management LLC trimmed	Shares	-700	+$7.8M	$16.4M
25	MinichMacGregor Wealth Management, LLC trimmed	Shares	-17.1K	+$7.6M	$27.4M
26	Monument Capital Management new	Shares	+11.7K	+$7.5M	$7.5M
27	SteelPeak Wealth, LLC added	Shares	+1.9K	+$7.3M	$13.7M
28	Union Bancaire Privee, UBP SA added	Shares	+11.1K	+$7.2M	$9.1M
29	RWQ Financial Management Services, Inc. new	Shares	+11.2K	+$7.1M	$7.1M
30	Silverleafe Capital Partners, LLC trimmed	Shares	-456	+$7.1M	$14.9M
31	IFP Advisors, Inc trimmed	Shares	-605	+$6.6M	$14.1M
32	Dynamic Advisor Solutions LLC trimmed	Shares	-381	+$6.6M	$13.8M
33	AdvisorNet Financial, Inc trimmed	Shares	-2.3K	+$6.3M	$14.5M
34	Legend Financial Advisors, Inc. trimmed	Shares	-12.6K	+$5.4M	$19.6M
35	Merit Financial Group, LLC added	Shares	+1.2K	+$5.3M	$10.1M
36	Conservest Capital Advisors, Inc. added	Shares	+1.1K	+$5.1M	$9.8M
37	COTTONWOOD CAPITAL ADVISORS, LLC trimmed	Shares	-5.1K	+$5.1M	$14.0M
38	VMS Asset Management Limited new	Shares	+7.9K	+$5.1M	$5.1M
39	Sowell Financial Services LLC added	Shares	+196	+$4.9M	$9.9M
40	Strategic Blueprint, LLC trimmed	Shares	-896	+$4.9M	$10.6M
41	Global Wealth Strategies & Associates added	Shares	+520	+$4.5M	$8.9M
42	Spire Wealth Management trimmed	Shares	-5.9K	+$4.4M	$13.0M
43	Grandview Asset Management LLC added	Shares	+1.8K	+$4.3M	$7.6M
44	Aprio Wealth Management, LLC trimmed	Shares	-78	+$4.0M	$8.2M
45	Prospera Financial Services Inc trimmed	Shares	-13.1K	+$3.9M	$16.8M
46	Magnus Financial Group LLC added	Shares	+195	+$3.8M	$7.6M
47	Wall Street Financial Group, Inc. trimmed	Shares	-2.6K	+$3.6M	$9.1M
48	Commonwealth Financial Services, LLC trimmed	Shares	-2.4K	+$3.5M	$8.9M
49	Vision Retirement, LLC added	Shares	+217	+$3.5M	$7.0M
50	Sharper & Granite LLC trimmed	Shares	-1.9K	+$3.4M	$8.3M

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