Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	High Probability Advisors, LLC	Shares	956.1KSH	$51.5M
2	Composition Wealth, LLC	Shares	233.9KSH	$12.6M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	157.9KSH	$8.5M
4	Hennion & Walsh Asset Management, Inc.	Shares	109.3KSH	$5.9M
5	Wedmont Private Capital	Shares	94.5KSH	$5.1M
6	SOA Wealth Advisors, LLC.	Shares	58.7KSH	$3.2M
7	Magnus Financial Group LLC	Shares	56.7KSH	$3.1M
8	Emergent Wealth Advisors, LLC	Shares	38.1KSH	$2.1M
9	Pine Valley Investments Ltd Liability Co	Shares	35.4KSH	$1.9M
10	Astoria Strategic Wealth, Inc.	Shares	34.1KSH	$1.8M
11	Perennial Advisors, LLC	Shares	33.5KSH	$1.8M
12	Level Financial Advisors	Shares	32.2KSH	$1.7M
13	Patriot Financial Group Insurance Agency, LLC	Shares	30.0KSH	$1.6M
14	Trust Co	Shares	27.6KSH	$1.5M
15	Drucker Wealth 3.0, LLC	Shares	27.6KSH	$1.5M
16	BRIGHTON SECURITIES CORP.	Shares	23.7KSH	$1.3M
17	Members Advisory Group LLC	Shares	21.3KSH	$1.1M
18	PROFFITT & GOODSON INC	Shares	16.5KSH	$890.7K
19	SAX WEALTH ADVISORS, LLC	Shares	16.1KSH	$853.9K
20	HM PAYSON & CO	Shares	15.4KSH	$832.6K
21	DOPKINS WEALTH MANAGEMENT, LLC	Shares	13.2KSH	$709.9K
22	MIDLAND WEALTH ADVISORS, LLC	Shares	12.2KSH	$657.7K
23	MISSION WEALTH MANAGEMENT, LP	Shares	12.1KSH	$650.9K
24	WEALTHEDGE INVESTMENT ADVISORS, LLC	Shares	11.7KSH	$628.5K
25	Evanson Financial, LLC	Shares	11.6KSH	$627.9K
26	McNamara Financial Services, Inc.	Shares	11.6KSH	$625.8K
27	FLAGSTAR SECURITIES, INC	Shares	11.1KSH	$596.7K
28	Apella Capital, LLC	Shares	10.7KSH	$573.9K
29	Farrell Financial LLC	Shares	10.6KSH	$571.5K
30	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	10.3KSH	$553.7K
31	Orange Investment Advisors, Inc.	Shares	10.2KSH	$551.2K
32	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	10.2KSH	$551.2K
33	Conrad Siegel Investment Advisors, Inc.	Shares	10.0KSH	$541.2K
34	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	10.0KSH	$539.0K
35	MATAURO, LLC	Shares	9.9KSH	$533.2K
36	BUFFALO BUSINESS & ESTATE SERVICES LTD	Principal	9.9KPRN	$532.4K
37	Opal Wealth Advisors, LLC	Shares	9.9KSH	$532.2K
38	Hudson Oak Wealth Advisory LLC	Shares	9.8KSH	$527.6K
39	GAMMA Investing LLC	Shares	9.6KSH	$516.0K
40	Independent Wealth Network Inc.	Shares	8.9KSH	$477.2K
41	21 West Wealth Management LLC	Shares	8.5KSH	$456.7K
42	PFG Investments, LLC	Shares	8.4KSH	$450.9K
43	COURIER CAPITAL LLC	Shares	7.8KSH	$421.1K
44	Boston Standard Wealth Management, LLC	Shares	7.4KSH	$399.1K
45	Sterling Investment Counsel, LLC	Shares	7.3KSH	$395.6K
46	Petersen Hastings Wealth Advisors Inc.	Shares	7.2KSH	$387.0K
47	ST GERMAIN D J CO INC	Shares	6.8KSH	$366.2K
48	Keystone Global Partners, LLC	Shares	6.6KSH	$356.9K
49	LVW Advisors, LLC	Shares	6.4KSH	$343.3K
50	ARMSTRONG ADVISORY GROUP, INC	Shares	6.1KSH	$331.4K

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

50 / 66 loaded

#		Instrument
1	High Probability Advisors, LLC added	Shares	+180.9K	+$10.4M	$51.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+130.2K	+$7.0M	$8.5M
3	Wedmont Private Capital added	Shares	+36.0K	+$1.9M	$5.1M
4	SAX WEALTH ADVISORS, LLC new	Shares	+16.1K	+$853.9K	$853.9K
5	Hennion & Walsh Asset Management, Inc. added	Shares	+13.7K	+$814.7K	$5.9M
6	Composition Wealth, LLC added	Shares	+10.8K	+$757.0K	$12.6M
7	MIDLAND WEALTH ADVISORS, LLC new	Shares	+12.2K	+$657.7K	$657.7K
8	MISSION WEALTH MANAGEMENT, LP new	Shares	+12.1K	+$650.9K	$650.9K
9	BUFFALO BUSINESS & ESTATE SERVICES LTD new	Principal	+9.9K	+$532.4K	$532.4K
10	Magnus Financial Group LLC added	Shares	+6.4K	+$386.3K	$3.1M
11	XY Planning Network, Inc. new	Shares	+4.7K	+$250.7K	$250.7K
12	FLAGSTAR SECURITIES, INC added	Shares	+4.3K	+$239.0K	$596.7K
13	Perennial Advisors, LLC added	Shares	+3.5K	+$210.9K	$1.8M
14	Opal Wealth Advisors, LLC added	Shares	+3.7K	+$205.4K	$532.2K
15	Trust Co added	Shares	+3.4K	+$200.7K	$1.5M
16	PFG Investments, LLC added	Shares	+3.1K	+$172.8K	$450.9K
17	MATAURO, LLC added	Shares	+3.0K	+$165.6K	$533.2K
18	WEALTHEDGE INVESTMENT ADVISORS, LLC added	Shares	+2.5K	+$143.2K	$628.5K
19	Astoria Strategic Wealth, Inc. added	Shares	+1.9K	+$127.8K	$1.8M
20	Drucker Wealth 3.0, LLC added	Shares	+1.9K	+$123.8K	$1.5M
21	COURIER CAPITAL LLC added	Shares	+2.1K	+$115.2K	$421.1K
22	Petersen Hastings Wealth Advisors Inc. added	Shares	+800	+$48.1K	$387.0K
23	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+595	+$39.6K	$551.2K
24	Pine Valley Investments Ltd Liability Co added	Shares	+220	+$39.5K	$1.9M
25	BRIGHTON SECURITIES CORP. added	Shares	+188	+$28.6K	$1.3M
26	GAMMA Investing LLC added	Shares	+335	+$25.3K	$516.0K
27	Chesley Taft & Associates LLC added	Shares	+400	+$24.8K	$242.6K
28	McNamara Financial Services, Inc. added	Shares	+272	+$23.6K	$625.8K
29	SOA Wealth Advisors, LLC. trimmed	Shares	-435	+$23.0K	$3.2M
30	Hudson Oak Wealth Advisory LLC added	Shares	+108	+$13.4K	$527.6K
31	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+97	+$13.2K	$553.7K
32	HM PAYSON & CO unchanged	Shares	0	+$12.1K	$832.6K
33	Orange Investment Advisors, Inc. added	Shares	+23	+$9.3K	$551.2K
34	EAGLE ROCK INVESTMENT COMPANY, LLC unchanged	Shares	0	+$7.8K	$539.0K
35	ARMSTRONG ADVISORY GROUP, INC added	Shares	+49	+$7.4K	$331.4K
36	Boston Standard Wealth Management, LLC added	Shares	+58	+$7.3K	$399.1K
37	Independent Wealth Network Inc. added	Shares	+4	+$7.1K	$477.2K
38	21 West Wealth Management LLC unchanged	Shares	0	+$6.7K	$456.7K
39	Sterling Investment Counsel, LLC unchanged	Shares	0	+$5.8K	$395.6K
40	ST GERMAIN D J CO INC unchanged	Shares	0	+$5.3K	$366.2K
41	LVW Advisors, LLC unchanged	Shares	0	+$5.0K	$343.3K
42	Members Advisory Group LLC trimmed	Shares	-230	+$4.8K	$1.1M
43	Relyea Zuckerberg Hanson LLC unchanged	Shares	0	+$4.5K	$308.6K
44	STEPHEN J. GARRY & ASSOCIATES, LLC unchanged	Shares	0	+$3.7K	$256.6K
45	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$3.3K	$227.0K
46	Brookwood Investment Group LLC unchanged	Shares	0	+$3.3K	$223.2K
47	Apella Capital, LLC added	Shares	+49	+$2.7K	$573.9K
48	Farrell Financial LLC trimmed	Shares	-120	+$2.0K	$571.5K
49	Praetorian Wealth Management, Inc. unchanged	Shares	0	+$2.0K	$207.3K
50	PARK AVENUE SECURITIES LLC added	Shares	+168	+$13	$235

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