Filing Research | ISHARES TR Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Sentinel Advisory Group, LLC	Shares	276.9KSH	$6.7M
2	Kelly Financial Services LLC	Shares	180.7KSH	$4.3M
3	ARMSTRONG ADVISORY GROUP, INC	Shares	102.9KSH	$2.5M
4	Mirae Asset Global Investments Co., Ltd.	Shares	30.5KSH	$731.8K
5	SeaCrest Wealth Management, LLC	Shares	28.5KSH	$684.7K
6	Nicholas Wealth, LLC.	Shares	25.9KSH	$623.2K
7	Farther Finance Advisors, LLC	Shares	23.8KSH	$572.7K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.2KSH	$501.5K
9	Comprehensive Financial Consultants Institutional, Inc.	Shares	11.7KSH	$280.1K
10	INDEPENDENT FINANCIAL GROUP, LLC	Shares	11.0KSH	$264.1K
11	CRA Financial Services, LLC	Shares	9.2KSH	$222.0K
12	Avidian Wealth Enterprises, LLC	Shares	8.8KSH	$211.1K
13	Triumph Capital Management	Shares	131SH	$3.1K
14	IFP Advisors, Inc	Shares	66SH	$1.6K

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

14 / 14 loaded

#		Instrument
1	Sentinel Advisory Group, LLC added	Shares	+28.2K	+$638.7K	$6.7M
2	Farther Finance Advisors, LLC added	Shares	+23.2K	+$558.2K	$572.7K
3	ARMSTRONG ADVISORY GROUP, INC added	Shares	+10.6K	+$240.3K	$2.5M
4	Nicholas Wealth, LLC. added	Shares	+8.4K	+$197.9K	$623.2K
5	Mirae Asset Global Investments Co., Ltd. added	Shares	+6.6K	+$155.2K	$731.8K
6	Kelly Financial Services LLC added	Shares	+4.3K	+$68.7K	$4.3M
7	SeaCrest Wealth Management, LLC added	Shares	+1.0K	+$19.8K	$684.7K
8	Triumph Capital Management added	Shares	+100	+$2.4K	$3.1K
9	IFP Advisors, Inc new	Shares	+66	+$1.6K	$1.6K
10	CRA Financial Services, LLC added	Shares	+21	-$934	$222.0K
11	Avidian Wealth Enterprises, LLC unchanged	Shares	0	-$1.4K	$211.1K
12	Comprehensive Financial Consultants Institutional, Inc. unchanged	Shares	0	-$1.8K	$280.1K
13	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-1.9K	-$46.7K	$264.1K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.8K	-$50.4K	$501.5K

Filing Research | ISHARES TR Institutional Holdings