Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 263 loaded

#		Instrument	quantity
1	MISSION WEALTH MANAGEMENT, LP	Shares	492.1KSH	$50.6M
2	IMPACTfolio, LLC	Shares	430.3KSH	$44.2M
3	D.A. DAVIDSON & CO.	Shares	356.4KSH	$36.6M
4	Bond & Devick Financial Network, Inc.	Shares	346.9KSH	$35.7M
5	High Note Wealth, LLC	Shares	313.2KSH	$32.2M
6	Composition Wealth, LLC	Shares	310.1KSH	$31.9M
7	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	282.2KSH	$29.0M
8	EASTERN BANK	Shares	280.5KSH	$28.8M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	261.6KSH	$26.7M
10	Stanich Group LLC	Shares	233.0KSH	$24.0M
11	HOWLAND CAPITAL MANAGEMENT LLC	Shares	203.8KSH	$21.0M
12	Windsor Capital Management, LLC	Shares	177.7KSH	$18.3M
13	Shira Ridge Wealth Management	Shares	135.1KSH	$13.9M
14	Wealth Architects, LLC	Shares	132.1KSH	$13.6M
15	Roof Eidam Maycock Peralta, LLC	Shares	113.0KSH	$11.6M
16	Mirae Asset Global Investments Co., Ltd.	Shares	109.2KSH	$11.2M
17	Orgel Wealth Management, LLC	Shares	90.6KSH	$9.3M
18	Farther Finance Advisors, LLC	Shares	79.6KSH	$8.2M
19	Apella Capital, LLC	Shares	79.0KSH	$8.1M
20	Mascoma Wealth Management LLC	Shares	78.7KSH	$8.1M
21	Envestnet Portfolio Solutions, Inc.	Shares	76.5KSH	$7.9M
22	Xena Financial Planning, LLC	Shares	75.1KSH	$7.7M
23	JNBA Financial Advisors	Shares	74.5KSH	$7.7M
24	Relyea Zuckerberg Hanson LLC	Shares	68.5KSH	$7.0M
25	Accredited Investors Inc.	Shares	63.2KSH	$6.5M
26	RVW Wealth, LLC	Shares	57.4KSH	$5.9M
27	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	57.3KSH	$5.9M
28	BSW Wealth Partners	Shares	55.8KSH	$5.7M
29	TRUE BLUE FINANCIAL, LLC	Shares	50.0KSH	$5.1M
30	Decker Retirement Planning Inc.	Shares	47.2KSH	$4.9M
31	Midwest Financial Partners Investments, Inc.	Shares	43.3KSH	$4.4M
32	Pine Haven Investment Counsel, Inc	Shares	40.1KSH	$4.1M
33	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	Shares	40.1KSH	$4.1M
34	Integris Wealth Management, LLC	Shares	39.8KSH	$4.1M
35	Affiance Financial, LLC	Shares	39.4KSH	$4.0M
36	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	37.2KSH	$3.8M
37	Sincerus Advisory, LLC	Shares	36.6KSH	$3.8M
38	Wealth Advisory Team LLC	Shares	33.7KSH	$3.5M
39	CRUX WEALTH ADVISORS	Shares	33.5KSH	$3.4M
40	GC Wealth Management RIA, LLC	Shares	33.4KSH	$3.4M
41	Plancorp, LLC	Shares	33.5KSH	$3.4M
42	Klaas Financial Asset Advisors, LLC	Shares	33.2KSH	$3.4M
43	Baron Financial Group, LLC	Shares	30.1KSH	$3.1M
44	Pioneer Wealth Management Group	Shares	29.2KSH	$3.0M
45	Brookstone Capital Management	Shares	28.0KSH	$2.9M
46	RTD Financial Advisors, Inc.	Shares	28.0KSH	$2.9M
47	Diversified Trust Co	Shares	27.8KSH	$2.9M
48	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	27.6KSH	$2.8M
49	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	27.3KSH	$2.8M
50	Torren Management, LLC	Shares	26.8KSH	$2.8M

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

50 / 276 loaded

#		Instrument
1	MISSION WEALTH MANAGEMENT, LP added	Shares	+53.1K	+$8.6M	$50.6M
2	IMPACTfolio, LLC added	Shares	+10.2K	+$4.1M	$44.2M
3	Bond & Devick Financial Network, Inc. added	Shares	+11.1K	+$3.6M	$35.7M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+16.9K	+$3.3M	$26.7M
5	Stanich Group LLC added	Shares	+14.0K	+$3.0M	$24.0M
6	D.A. DAVIDSON & CO. added	Shares	+3.3K	+$2.9M	$36.6M
7	Composition Wealth, LLC added	Shares	+6.5K	+$2.9M	$31.9M
8	TRUE BLUE FINANCIAL, LLC added	Shares	+24.5K	+$2.7M	$5.1M
9	Farther Finance Advisors, LLC added	Shares	+19.9K	+$2.4M	$8.2M
10	High Note Wealth, LLC trimmed	Shares	-1.3K	+$2.1M	$32.2M
11	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+395	+$2.1M	$29.0M
12	Windsor Capital Management, LLC added	Shares	+1.9K	+$1.5M	$18.3M
13	HOWLAND CAPITAL MANAGEMENT LLC trimmed	Shares	-55	+$1.5M	$21.0M
14	Xena Financial Planning, LLC added	Shares	+9.3K	+$1.4M	$7.7M
15	Ryan Investment Management, Inc. added	Shares	+11.2K	+$1.2M	$1.8M
16	Decker Retirement Planning Inc. added	Shares	+8.0K	+$1.1M	$4.9M
17	Mascoma Wealth Management LLC added	Shares	+5.5K	+$1.1M	$8.1M
18	Wealth Architects, LLC added	Shares	+1.1K	+$1.1M	$13.6M
19	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+5.1K	+$897.4K	$5.9M
20	Shira Ridge Wealth Management trimmed	Shares	-1.2K	+$852.5K	$13.9M
21	Wedmont Private Capital new	Shares	+7.7K	+$791.1K	$791.1K
22	Roof Eidam Maycock Peralta, LLC trimmed	Shares	-317	+$782.3K	$11.6M
23	Pioneer Wealth Management Group added	Shares	+5.6K	+$743.2K	$3.0M
24	Orgel Wealth Management, LLC trimmed	Shares	-119	+$639.8K	$9.3M
25	RVW Wealth, LLC added	Shares	+2.3K	+$630.0K	$5.9M
26	NWAM LLC new	Shares	+5.4K	+$556.3K	$556.3K
27	PENOBSCOT WEALTH MANAGEMENT added	Shares	+4.5K	+$544.3K	$1.7M
28	JNBA Financial Advisors trimmed	Shares	-103	+$526.0K	$7.7M
29	Pathway Financial Advisors LLC added	Shares	+4.5K	+$515.2K	$1.3M
30	Pacific Excel Wealth Advisors, Inc. new	Shares	+4.6K	+$474.4K	$474.4K
31	Affiance Financial, LLC added	Shares	+1.9K	+$467.0K	$4.0M
32	Pine Haven Investment Counsel, Inc added	Shares	+1.8K	+$465.1K	$4.1M
33	Relyea Zuckerberg Hanson LLC trimmed	Shares	-350	+$458.8K	$7.0M
34	Aureum Wealth Management, LLC added	Shares	+2.9K	+$446.1K	$2.4M
35	BSW Wealth Partners added	Shares	+387	+$438.3K	$5.7M
36	Envision Financial LLC new	Shares	+4.2K	+$435.3K	$435.3K
37	Onyx Bridge Wealth Group LLC added	Shares	+3.7K	+$432.7K	$1.1M
38	Accredited Investors Inc. trimmed	Shares	-258	+$429.7K	$6.5M
39	Midwest Financial Partners Investments, Inc. added	Shares	+1.1K	+$418.4K	$4.4M
40	Brookstone Capital Management added	Shares	+1.9K	+$386.9K	$2.9M
41	Cassilly Financial Group LLC new	Shares	+3.7K	+$381.5K	$381.5K
42	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+2.9K	+$332.6K	$1.3M
43	Sincerus Advisory, LLC added	Shares	+661	+$326.1K	$3.8M
44	Diversified Trust Co added	Shares	+1.1K	+$302.6K	$2.9M
45	Abundance Wealth Counselors added	Shares	+2.6K	+$289.3K	$540.8K
46	CRUX WEALTH ADVISORS added	Shares	+341	+$273.4K	$3.4M
47	EASTERN BANK trimmed	Shares	-18.2K	+$272.8K	$28.8M
48	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+751	+$270.0K	$2.8M
49	HALBERT HARGROVE GLOBAL ADVISORS, LLC added	Shares	+841	+$268.1K	$2.7M
50	Wealthcare Advisory Partners LLC added	Shares	+1.7K	+$256.9K	$1.3M

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