Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	Sage Advisory Services, Ltd.Co.	Shares	98.1KSH	$5.4M
2	Merit Financial Group, LLC	Shares	84.8KSH	$4.7M
3	TRUST CO OF TOLEDO NA /OH/	Shares	23.7KSH	$1.3M
4	Sowell Financial Services LLC	Shares	20.1KSH	$1.1M
5	Sava Infond d.o.o.	Shares	13.6KSH	$751.4K
6	Realta Investment Advisors	Shares	12.9KSH	$714.3K
7	Wisconsin Wealth Advisors, LLC	Shares	12.8KSH	$706.7K
8	Evanson Financial, LLC	Shares	12.3KSH	$680.0K
9	INVESTMENT HOUSE LLC	Shares	15.1KSH	$630.1K
10	First Heartland Consultants, Inc.	Shares	10.1KSH	$557.3K
11	Urban Wealth Management, LLC	Shares	9.7KSH	$537.8K
12	Kraft, Davis & Associates, LLC	Shares	9.1KSH	$519.8K
13	FIFTH THIRD SECURITIES, INC.	Shares	8.7KSH	$479.3K
14	LANARK FINANCIAL, INC.	Shares	8.5KSH	$471.7K
15	Bensler, LLC	Shares	7.3KSH	$404.5K
16	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	6.8KSH	$375.0K
17	Valeo Financial Advisors, LLC	Shares	6.5KSH	$359.1K
18	PFG Investments, LLC	Shares	6.3KSH	$347.7K
19	Farther Finance Advisors, LLC	Shares	6.3KSH	$346.1K
20	FIRST HORIZON CORP	Shares	6.1KSH	$338.9K
21	Mason & Associates Inc	Shares	5.5KSH	$303.5K
22	Prospera Financial Services Inc	Shares	5.3KSH	$294.4K
23	Financial Solutions Advisory Group, Inc.	Shares	4.9KSH	$279.8K
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.7KSH	$265.0K
25	TLWM	Shares	3.8KSH	$210.4K
26	TOTH FINANCIAL ADVISORY CORP	Shares	2.4KSH	$130.0K
27	HARBOR INVESTMENT ADVISORY, LLC	Shares	2.0KSH	$113.4K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.0KSH	$59.8K
29	High Point Wealth Management, LLC	Shares	1.0KSH	$55.3K
30	Cape Investment Advisory, Inc.	Shares	805SH	$44.5K
31	City State Bank	Shares	625SH	$34.6K
32	IFP Advisors, Inc	Shares	500SH	$27.7K
33	SOA Wealth Advisors, LLC.	Shares	500SH	$27.7K
34	Harbor Asset Planning, Inc.	Shares	476SH	$26.4K
35	Register Financial Advisors LLC	Shares	455SH	$25.2K
36	Piscataqua Savings Bank	Shares	400SH	$22.1K
37	PROFFITT & GOODSON INC	Shares	283SH	$15.7K
38	VIMA LLC	Shares	265SH	$14.7K
39	Spire Wealth Management	Shares	262SH	$14.5K
40	Steigerwald, Gordon & Koch Inc.	Shares	250SH	$13.8K
41	Vision Retirement, LLC	Shares	250SH	$13.8K
42	BROADWATER CAPITAL MANAGEMENT LLC	Shares	160SH	$8.9K
43	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	150SH	$8.3K
44	BFSG, LLC	Shares	112SH	$6.2K
45	Central Pacific Bank - Trust Division	Shares	110SH	$6.1K
46	Abound Wealth Management	Shares	4SH	$220
47	TSFG, LLC	Shares	1.6KSH	$88

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

47 / 47 loaded

#		Instrument
1	Merit Financial Group, LLC trimmed	Shares	-35	+$1.1M	$4.7M
2	Sage Advisory Services, Ltd.Co. trimmed	Shares	-6.6K	+$1.0M	$5.4M
3	Realta Investment Advisors added	Shares	+12.7K	+$705.7K	$714.3K
4	TRUST CO OF TOLEDO NA /OH/ trimmed	Shares	-25	+$318.6K	$1.3M
5	Financial Solutions Advisory Group, Inc. new	Shares	+4.9K	+$279.8K	$279.8K
6	Sowell Financial Services LLC trimmed	Shares	-14	+$271.0K	$1.1M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+4.7K	+$265.0K	$265.0K
8	Kraft, Davis & Associates, LLC added	Shares	+3.1K	+$230.4K	$519.8K
9	TLWM new	Shares	+3.8K	+$210.4K	$210.4K
10	Sava Infond d.o.o. unchanged	Shares	0	+$183.1K	$751.4K
11	LANARK FINANCIAL, INC. added	Shares	+1.2K	+$164.9K	$471.7K
12	Wisconsin Wealth Advisors, LLC trimmed	Shares	-314	+$159.0K	$706.7K
13	First Heartland Consultants, Inc. added	Shares	+6	+$136.0K	$557.3K
14	Urban Wealth Management, LLC trimmed	Shares	-500	+$110.1K	$537.8K
15	Bensler, LLC unchanged	Shares	0	+$98.5K	$404.5K
16	Valeo Financial Advisors, LLC unchanged	Shares	0	+$87.5K	$359.1K
17	PFG Investments, LLC unchanged	Shares	0	+$84.7K	$347.7K
18	Mason & Associates Inc unchanged	Shares	0	+$78.7K	$303.5K
19	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-1.0K	+$74.8K	$479.3K
20	Prospera Financial Services Inc unchanged	Shares	0	+$71.7K	$294.4K
21	Farther Finance Advisors, LLC trimmed	Shares	-657	+$54.8K	$346.1K
22	Cape Investment Advisory, Inc. new	Shares	+805	+$44.5K	$44.5K
23	GRIMES & Co WEALTH MANAGEMENT, LLC trimmed	Shares	-1.3K	+$37.0K	$375.0K
24	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$31.7K	$130.0K
25	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$27.6K	$113.4K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+157	+$22.3K	$59.8K
27	PROFFITT & GOODSON INC new	Shares	+283	+$15.7K	$15.7K
28	High Point Wealth Management, LLC unchanged	Shares	0	+$13.5K	$55.3K
29	City State Bank unchanged	Shares	0	+$8.4K	$34.6K
30	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$6.7K	$27.7K
31	Harbor Asset Planning, Inc. unchanged	Shares	0	+$6.4K	$26.4K
32	BFSG, LLC new	Shares	+112	+$6.2K	$6.2K
33	Register Financial Advisors LLC unchanged	Shares	0	+$6.1K	$25.2K
34	Piscataqua Savings Bank unchanged	Shares	0	+$5.4K	$22.1K
35	Spire Wealth Management unchanged	Shares	0	+$3.5K	$14.5K
36	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$3.4K	$13.8K
37	Vision Retirement, LLC unchanged	Shares	0	+$3.4K	$13.8K
38	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$2.0K	$8.3K
39	Central Pacific Bank - Trust Division unchanged	Shares	0	+$1.5K	$6.1K
40	BROADWATER CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$1.2K	$8.9K
41	Abound Wealth Management unchanged	Shares	0	+$54	$220
42	TSFG, LLC unchanged	Shares	0	+$21	$88
43	INVESTMENT HOUSE LLC unchanged	Shares	0	$0	$630.1K
44	CX Institutional exited	Shares	-134	-$6	$0
45	Sound Income Strategies, LLC exited	Shares	-67	-$2.8K	$0
46	IFP Advisors, Inc trimmed	Shares	-363	-$8.5K	$27.7K
47	FIRST HORIZON CORP trimmed	Shares	-2.4K	-$16.8K	$338.9K