Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 338 loaded

#		Instrument	quantity
1	MIDLAND WEALTH ADVISORS, LLC	Shares	2.5MSH	$238.1M
2	Composition Wealth, LLC	Shares	2.4MSH	$222.4M
3	Envestnet Portfolio Solutions, Inc.	Shares	2.1MSH	$200.3M
4	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	2.0MSH	$185.0M
5	Mirae Asset Global Investments Co., Ltd.	Shares	1.5MSH	$146.5M
6	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	1.5MSH	$146.0M
7	Merit Financial Group, LLC	Shares	1.4MSH	$135.5M
8	Clarity Financial LLC	Shares	1.2MSH	$110.8M
9	Blue Trust, Inc.	Shares	966.2KSH	$91.3M
10	EXCHANGE TRADED CONCEPTS, LLC	Shares	870.6KSH	$82.3M
11	Klaas Financial Asset Advisors, LLC	Shares	733.1KSH	$69.3M
12	ROCKLAND TRUST CO	Shares	640.7KSH	$60.6M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	594.5KSH	$55.7M
14	Constellation Investments, Inc.	Shares	495.9KSH	$46.9M
15	Avidian Wealth Enterprises, LLC	Shares	448.8KSH	$42.4M
16	ST GERMAIN D J CO INC	Shares	441.2KSH	$41.7M
17	Bangor Savings Bank	Shares	422.0KSH	$39.9M
18	Northside Capital Management, LLC	Shares	394.2KSH	$37.3M
19	Ocean Park Asset Management, LLC	Shares	361.6KSH	$34.2M
20	NAN FUNG TRINITY (HK) Ltd	Shares	349.2KSH	$33.0M
21	Parkside Investments, LLC	Shares	345.1KSH	$32.6M
22	Brookstone Capital Management	Shares	336.3KSH	$31.8M
23	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	303.5KSH	$28.7M
24	JACOBSON & SCHMITT ADVISORS, LLC	Shares	258.7KSH	$24.4M
25	COURIER CAPITAL LLC	Shares	255.9KSH	$24.2M
26	Horst & Graben Wealth Management LLC	Shares	250.4KSH	$23.5M
27	Wealthcare Advisory Partners LLC	Shares	242.0KSH	$22.9M
28	QUATTRO FINANCIAL ADVISORS LLC	Shares	241.6KSH	$22.8M
29	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	227.4KSH	$21.5M
30	ARVEST INVESTMENTS, INC.	Shares	224.0KSH	$21.2M
31	Sharkey, Howes & Javer	Shares	215.2KSH	$20.3M
32	PEAK FINANCIAL ADVISORS LLC	Shares	208.8KSH	$19.7M
33	SteelPeak Wealth, LLC	Shares	207.3KSH	$19.6M
34	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	193.2KSH	$18.3M
35	CFS Investment Advisory Services, LLC	Shares	185.2KSH	$17.4M
36	Heck Capital Advisors, LLC	Shares	174.7KSH	$16.5M
37	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	164.6KSH	$15.6M
38	Compass Wealth Management, LLC/GA	Shares	152.1KSH	$14.4M
39	FARMERS & MERCHANTS INVESTMENTS INC	Shares	149.7KSH	$14.1M
40	Boltwood Capital Management	Shares	139.3KSH	$13.2M
41	Security Financial Services, INC.	Shares	130.8KSH	$12.4M
42	Cornerstone Management, Inc.	Shares	129.8KSH	$12.3M
43	Kelly Financial Services LLC	Shares	127.9KSH	$12.1M
44	AAFMAA Wealth Management & Trust LLC	Shares	123.9KSH	$11.7M
45	Tradewinds Capital Management, LLC	Shares	122.9KSH	$11.6M
46	Smith Salley Wealth Management	Shares	115.6KSH	$10.9M
47	Farther Finance Advisors, LLC	Shares	114.6KSH	$10.8M
48	EverSource Wealth Advisors, LLC	Shares	111.3KSH	$10.5M
49	BEACON FINANCIAL GROUP	Shares	102.9KSH	$9.7M
50	Scarborough Advisors, LLC	Shares	97.8KSH	$9.2M

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

50 / 361 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. added	Shares	+615.6K	+$57.8M	$146.5M
2	Clarity Financial LLC added	Shares	+611.4K	+$57.6M	$110.8M
3	Composition Wealth, LLC added	Shares	+328.7K	+$30.2M	$222.4M
4	PEAK FINANCIAL ADVISORS LLC new	Shares	+208.8K	+$19.7M	$19.7M
5	Envestnet Portfolio Solutions, Inc. added	Shares	+188.9K	+$17.0M	$200.3M
6	QUATTRO FINANCIAL ADVISORS LLC added	Shares	+170.0K	+$16.0M	$22.8M
7	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+135.1K	+$12.5M	$82.3M
8	Tradewinds Capital Management, LLC new	Shares	+122.9K	+$11.6M	$11.6M
9	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+82.3K	+$7.1M	$146.0M
10	a16z Perennial Management, L.P. new	Shares	+69.8K	+$6.6M	$6.6M
11	Merit Financial Group, LLC added	Shares	+70.3K	+$6.1M	$135.5M
12	Klaas Financial Asset Advisors, LLC added	Shares	+58.5K	+$5.2M	$69.3M
13	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+45.4K	+$3.5M	$185.0M
14	MIDLAND WEALTH ADVISORS, LLC added	Shares	+44.9K	+$3.2M	$238.1M
15	ROCKLAND TRUST CO added	Shares	+36.1K	+$3.2M	$60.6M
16	ARQ WEALTH ADVISORS, LLC new	Shares	+30.6K	+$2.8M	$2.8M
17	Pettinga Financial Advisors LLC added	Shares	+29.0K	+$2.7M	$9.2M
18	J.W. COLE ADVISORS, INC. new	Shares	+27.2K	+$2.6M	$2.6M
19	Bangor Savings Bank added	Shares	+28.6K	+$2.5M	$39.9M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+32.8K	+$2.4M	$55.7M
21	ALTERNA WEALTH MANAGEMENT, INC added	Shares	+25.5K	+$2.4M	$4.6M
22	ST GERMAIN D J CO INC added	Shares	+22.9K	+$2.0M	$41.7M
23	Northside Capital Management, LLC added	Shares	+22.6K	+$2.0M	$37.3M
24	COURIER CAPITAL LLC added	Shares	+21.9K	+$2.0M	$24.2M
25	Brookstone Capital Management added	Shares	+20.4K	+$1.8M	$31.8M
26	SAPIENT CAPITAL LLC added	Shares	+18.9K	+$1.8M	$2.0M
27	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+18.1K	+$1.6M	$18.3M
28	SteelPeak Wealth, LLC added	Shares	+16.8K	+$1.5M	$19.6M
29	Balefire, LLC added	Shares	+15.8K	+$1.5M	$1.8M
30	Heck Capital Advisors, LLC added	Shares	+14.7K	+$1.3M	$16.5M
31	Strategic Blueprint, LLC added	Shares	+13.8K	+$1.3M	$3.1M
32	SAX WEALTH ADVISORS, LLC added	Shares	+12.2K	+$1.1M	$7.6M
33	Saxony Capital Management, LLC new	Shares	+12.0K	+$1.1M	$1.1M
34	Horst & Graben Wealth Management LLC added	Shares	+14.3K	+$1.1M	$23.5M
35	BEACON FINANCIAL GROUP added	Shares	+11.5K	+$1.0M	$9.7M
36	Brucke Financial, Inc. added	Shares	+10.9K	+$1.0M	$4.7M
37	Sharkey, Howes & Javer added	Shares	+11.0K	+$954.9K	$20.3M
38	Chatterton & Associates Inc. added	Shares	+10.4K	+$921.1K	$4.5M
39	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+9.8K	+$912.1K	$3.3M
40	Elevated Financial Group LLC added	Shares	+9.8K	+$895.8K	$8.1M
41	Kelly Financial Services LLC added	Shares	+9.7K	+$893.2K	$12.1M
42	Traveka Wealth, LLC added	Shares	+8.8K	+$809.6K	$5.4M
43	McNaughton Wealth Management, LLC added	Shares	+8.6K	+$786.0K	$6.6M
44	Scarborough Advisors, LLC added	Shares	+8.8K	+$780.3K	$9.2M
45	JACOBSON & SCHMITT ADVISORS, LLC added	Shares	+9.3K	+$773.8K	$24.4M
46	AAFMAA Wealth Management & Trust LLC added	Shares	+8.1K	+$713.7K	$11.7M
47	Pacific Excel Wealth Advisors, Inc. new	Shares	+7.5K	+$708.3K	$708.3K
48	Compass Wealth Management, LLC/GA added	Shares	+8.1K	+$699.9K	$14.4M
49	Aprio Wealth Management, LLC new	Shares	+6.6K	+$621.9K	$621.9K
50	SigFig Wealth Management, LLC added	Shares	+6.3K	+$601.0K	$6.5M

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