Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	Mid-American Wealth Advisory Group, Inc.	Shares	463.8KSH	$10.5M
2	LITTLEJOHN FINANCIAL SERVICES, INC.	Shares	327.3KSH	$7.4M
3	Delta Wealth Advisors LLC	Shares	301.7KSH	$6.8M
4	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	259.3KSH	$5.9M
5	High Note Wealth, LLC	Shares	193.8KSH	$4.4M
6	Sequoia Financial Advisors, LLC	Shares	159.9KSH	$3.6M
7	Walser Wealth Management Company, A Ltd Liability Co	Shares	132.4KSH	$3.0M
8	PRIVATE CLIENT SERVICES, LLC	Shares	102.7KSH	$2.3M
9	Cornerstone Wealth Management, LLC	Shares	95.2KSH	$2.2M
10	Commonwealth Financial Services, LLC	Shares	91.6KSH	$2.1M
11	Sowell Financial Services LLC	Shares	86.1KSH	$2.0M
12	Brucke Financial, Inc.	Shares	83.6KSH	$1.9M
13	Ironwood Financial, llc	Shares	77.2KSH	$1.7M
14	IFP Advisors, Inc	Shares	70.7KSH	$1.6M
15	Tempus Wealth Planning, LLC	Shares	64.7KSH	$1.5M
16	Cottage Street Advisors LLC	Shares	62.9KSH	$1.4M
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	51.8KSH	$1.2M
18	Farther Finance Advisors, LLC	Shares	51.6KSH	$1.2M
19	NWAM LLC	Shares	38.6KSH	$875.2K
20	REBALANCE, LLC	Shares	35.8KSH	$810.6K
21	HM PAYSON & CO	Shares	30.2KSH	$684.1K
22	Klaas Financial Asset Advisors, LLC	Shares	29.9KSH	$678.1K
23	Magnus Financial Group LLC	Shares	25.5KSH	$577.9K
24	Quad-Cities Investment Group, LLC	Shares	24.5KSH	$554.9K
25	Composition Wealth, LLC	Shares	19.4KSH	$438.7K
26	RIVER'S EDGE WEALTH MANAGEMENT, LLC	Shares	18.7KSH	$422.6K
27	Focus Financial Network, Inc.	Shares	17.1KSH	$386.7K
28	Aprio Wealth Management, LLC	Shares	16.8KSH	$380.2K
29	Kastel Capital Advisors, LLC	Shares	16.4KSH	$375.7K
30	Johnson Bixby & Associates, LLC	Shares	15.1KSH	$342.5K
31	Mayflower Financial Advisors, LLC	Shares	14.0KSH	$316.9K
32	HOWLAND CAPITAL MANAGEMENT LLC	Shares	13.7KSH	$311.2K
33	Spire Wealth Management	Shares	13.7KSH	$310.9K
34	Avidian Wealth Enterprises, LLC	Shares	13.4KSH	$304.2K
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.6KSH	$261.3K
36	Prospera Financial Services Inc	Shares	11.4KSH	$258.2K
37	Aegis Wealth Management, Inc.	Shares	11.1KSH	$251.0K
38	Blue Trust, Inc.	Shares	2.9KSH	$64.9K
39	SIGNATUREFD, LLC	Shares	621SH	$14.1K
40	3 FACTOR INDEXING, LLC	Shares	398SH	$9.0K
41	JFS WEALTH ADVISORS, LLC	Shares	320SH	$7.2K
42	Moisand Fitzgerald Tamayo, LLC	Shares	1SH	$23
43	TSFG, LLC	Shares	924SH	$21

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

48 / 48 loaded

#		Instrument
1	Farther Finance Advisors, LLC added	Shares	+31.3K	+$705.3K	$1.2M
2	Walser Wealth Management Company, A Ltd Liability Co added	Shares	+31.1K	+$674.0K	$3.0M
3	Composition Wealth, LLC new	Shares	+19.4K	+$438.7K	$438.7K
4	Delta Wealth Advisors LLC added	Shares	+18.3K	+$329.0K	$6.8M
5	Sowell Financial Services LLC added	Shares	+9.6K	+$193.7K	$2.0M
6	High Note Wealth, LLC added	Shares	+7.4K	+$111.5K	$4.4M
7	Magnus Financial Group LLC added	Shares	+1.9K	+$35.3K	$577.9K
8	Prospera Financial Services Inc added	Shares	+1.0K	+$20.1K	$258.2K
9	Aegis Wealth Management, Inc. added	Shares	+1.0K	+$19.7K	$251.0K
10	SIGNATUREFD, LLC new	Shares	+621	+$14.1K	$14.1K
11	Klaas Financial Asset Advisors, LLC added	Shares	+901	+$11.7K	$678.1K
12	Cornerstone Wealth Management, LLC added	Shares	+1.7K	+$9.6K	$2.2M
13	JFS WEALTH ADVISORS, LLC new	Shares	+320	+$7.2K	$7.2K
14	Spire Wealth Management added	Shares	+477	+$6.8K	$310.9K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+369	+$4.5K	$261.3K
16	REBALANCE, LLC added	Shares	+612	+$3.3K	$810.6K
17	TSFG, LLC new	Shares	+924	+$21	$21
18	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	$0	$23
19	CX Institutional exited	Shares	-929	-$21	$0
20	3 FACTOR INDEXING, LLC unchanged	Shares	0	-$120	$9.0K
21	Blue Trust, Inc. added	Shares	+12	-$571	$64.9K
22	Kastel Capital Advisors, LLC added	Shares	+17	-$1.7K	$375.7K
23	Johnson Bixby & Associates, LLC added	Shares	+94	-$2.4K	$342.5K
24	Avidian Wealth Enterprises, LLC added	Shares	+58	-$2.7K	$304.2K
25	HOWLAND CAPITAL MANAGEMENT LLC unchanged	Shares	0	-$4.1K	$311.2K
26	Mayflower Financial Advisors, LLC unchanged	Shares	0	-$4.2K	$316.9K
27	Focus Financial Network, Inc. unchanged	Shares	0	-$5.1K	$386.7K
28	VSM Wealth Advisory, LLC exited	Shares	-384	-$8.8K	$0
29	HM PAYSON & CO unchanged	Shares	0	-$9.1K	$684.1K
30	GILPIN WEALTH MANAGEMENT, LLC exited	Shares	-683	-$15.7K	$0
31	RIVER'S EDGE WEALTH MANAGEMENT, LLC trimmed	Shares	-1.3K	-$36.2K	$422.6K
32	Brucke Financial, Inc. trimmed	Shares	-826	-$44.1K	$1.9M
33	Aprio Wealth Management, LLC trimmed	Shares	-1.9K	-$48.4K	$380.2K
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-2.0K	-$60.0K	$1.2M
35	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-48	-$78.9K	$5.9M
36	NWAM LLC trimmed	Shares	-4.2K	-$107.4K	$875.2K
37	Commonwealth Financial Services, LLC trimmed	Shares	-4.6K	-$133.7K	$2.1M
38	Cottage Street Advisors LLC trimmed	Shares	-5.5K	-$145.9K	$1.4M
39	IFP Advisors, Inc trimmed	Shares	-6.5K	-$169.3K	$1.6M
40	M3 Advisory Group, LLC exited	Shares	-9.4K	-$215.1K	$0
41	Quad-Cities Investment Group, LLC trimmed	Shares	-14.6K	-$342.1K	$554.9K
42	Ironwood Financial, llc trimmed	Shares	-53.7K	-$1.3M	$1.7M
43	Tempus Wealth Planning, LLC trimmed	Shares	-161.6K	-$3.7M	$1.5M
44	Sequoia Financial Advisors, LLC trimmed	Shares	-178.1K	-$4.1M	$3.6M
45	Marathon Mission, Inc. exited	Shares	-223.4K	-$5.1M	$0
46	LITTLEJOHN FINANCIAL SERVICES, INC. trimmed	Shares	-270.7K	-$6.3M	$7.4M
47	PRIVATE CLIENT SERVICES, LLC trimmed	Shares	-315.5K	-$7.3M	$2.3M
48	Mid-American Wealth Advisory Group, Inc. trimmed	Shares	-474.7K	-$11.2M	$10.5M