Filing Research | ISHARES U.S. INDUSTRIALS ETF Institutional Holdings

Snapshot holdings

50 / 94 loaded

#		Instrument	quantity
1	Kozak & Associates, Inc.	Shares	144.1KSH	$23.9M
2	Prospera Financial Services Inc	Shares	93.6KSH	$15.6M
3	MinichMacGregor Wealth Management, LLC	Shares	86.9KSH	$14.5M
4	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	61.9KSH	$10.3M
5	Well Done, LLC	Shares	54.2KSH	$9.0M
6	SOUTHERN CAPITAL ADVISORS, LLC	Shares	44.1KSH	$7.3M
7	Cadent Capital Advisors, LLC	Shares	40.5KSH	$6.7M
8	First Citizens Financial Corp	Shares	32.4KSH	$5.4M
9	Adirondack Capital Advisors, LLC	Shares	24.7KSH	$4.1M
10	Shulman DeMeo Asset Management LLC	Shares	19.0KSH	$3.2M
11	Laurel Wealth Advisors LLC	Shares	13.7KSH	$2.3M
12	Castle Rock Wealth Management, LLC	Shares	13.5KSH	$2.2M
13	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	12.6KSH	$2.1M
14	JBR Co Financial Management Inc	Shares	11.4KSH	$1.9M
15	Stillwater Capital Advisors, LLC	Shares	10.9KSH	$1.8M
16	Essex LLC	Shares	10.8KSH	$1.8M
17	DAVENPORT & Co LLC	Shares	10.7KSH	$1.8M
18	FIFTH THIRD SECURITIES, INC.	Shares	9.1KSH	$1.5M
19	Ignite Planners, LLC	Shares	8.9KSH	$1.5M
20	KENNICOTT CAPITAL MANAGEMENT LLC	Shares	8.8KSH	$1.5M
21	BCS Wealth Management	Shares	5.1KSH	$849.9K
22	Cornerstone Wealth Management, LLC	Shares	4.4KSH	$737.4K
23	One Charles Private Wealth Services, LLC	Shares	4.2KSH	$704.9K
24	CENTRAL VALLEY ADVISORS, LLC	Shares	4.1KSH	$686.4K
25	Merit Financial Group, LLC	Shares	3.5KSH	$590.0K
26	M3 Advisory Group, LLC	Shares	3.4KSH	$562.4K
27	Wealth Management Partners, LLC	Shares	3.3KSH	$552.6K
28	Sequoia Financial Advisors, LLC	Shares	3.3KSH	$548.4K
29	INDEPENDENT FINANCIAL GROUP, LLC	Shares	3.2KSH	$531.4K
30	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	2.5KSH	$420.1K
31	Commonwealth Financial Services, LLC	Shares	2.5KSH	$409.5K
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.5KSH	$404.1K
33	Royal Fund Management, LLC	Shares	2.4KSH	$400.5K
34	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	2.4KSH	$395.0K
35	GRIFFIN ASSET MANAGEMENT, INC.	Shares	2.1KSH	$354.5K
36	Sowell Financial Services LLC	Shares	2.1KSH	$350.6K
37	Apollon Financial, LLC	Shares	2.1KSH	$347.0K
38	Chemistry Wealth Management LLC	Shares	2.0KSH	$326.0K
39	J.W. COLE ADVISORS, INC.	Shares	1.9KSH	$315.8K
40	Pictet North America Advisors SA	Shares	1.9KSH	$315.1K
41	Fiduciary Alliance LLC	Shares	1.8KSH	$294.1K
42	CoreCap Advisors, LLC	Shares	1.8KSH	$292.0K
43	Atlas Brown,Inc.	Shares	1.7KSH	$284.8K
44	Cardinal Point Capital Management ULC	Shares	1.7KSH	$283.3K
45	McClarren Financial Advisors, Inc.	Shares	1.6KSH	$274.7K
46	SONATA CAPITAL GROUP INC	Shares	1.6KSH	$266.6K
47	Centerline Wealth Advisors, LLC	Shares	1.6KSH	$265.0K
48	Matthew Goff Investment Advisor, LLC	Shares	1.5KSH	$258.1K
49	PFG Advisors	Shares	1.5KSH	$256.0K
50	Farther Finance Advisors, LLC	Shares	1.5KSH	$252.4K

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

50 / 97 loaded

#		Instrument
1	MinichMacGregor Wealth Management, LLC added	Shares	+3.4K	+$2.2M	$14.5M
2	Prospera Financial Services Inc trimmed	Shares	-2.8K	+$1.4M	$15.6M
3	Well Done, LLC added	Shares	+1.6K	+$1.3M	$9.0M
4	Cadent Capital Advisors, LLC added	Shares	+2.1K	+$1.1M	$6.7M
5	SOUTHERN CAPITAL ADVISORS, LLC added	Shares	+297	+$886.1K	$7.3M
6	Adirondack Capital Advisors, LLC added	Shares	+2.4K	+$830.5K	$4.1M
7	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed	Shares	-3.1K	+$729.4K	$10.3M
8	First Citizens Financial Corp trimmed	Shares	-435	+$554.1K	$5.4M
9	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+3.2K	+$531.4K	$531.4K
10	Shulman DeMeo Asset Management LLC trimmed	Shares	-33	+$358.3K	$3.2M
11	J.W. COLE ADVISORS, INC. new	Shares	+1.9K	+$315.8K	$315.8K
12	KENNICOTT CAPITAL MANAGEMENT LLC added	Shares	+750	+$278.9K	$1.5M
13	FIFTH THIRD SECURITIES, INC. added	Shares	+516	+$250.8K	$1.5M
14	IVC Wealth Advisors LLC new	Shares	+1.3K	+$213.3K	$213.3K
15	TRUE Private Wealth Advisors new	Shares	+1.3K	+$212.3K	$212.3K
16	Beirne Wealth Consulting Services, LLC new	Shares	+1.3K	+$210.0K	$210.0K
17	FIRST MERCHANTS CORP new	Shares	+1.2K	+$205.6K	$205.6K
18	DAVENPORT & Co LLC trimmed	Shares	-2	+$204.6K	$1.8M
19	Urban Wealth Management, LLC new	Shares	+1.2K	+$203.3K	$203.3K
20	SIERRA SUMMIT ADVISORS LLC new	Shares	+1.2K	+$200.8K	$200.8K
21	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+312	+$185.6K	$2.1M
22	Stillwater Capital Advisors, LLC trimmed	Shares	-181	+$182.1K	$1.8M
23	Ignite Planners, LLC added	Shares	+4	+$170.6K	$1.5M
24	JBR Co Financial Management Inc trimmed	Shares	-424	+$148.3K	$1.9M
25	Bogart Wealth, LLC new	Shares	+856	+$142.7K	$142.7K
26	Castle Rock Wealth Management, LLC trimmed	Shares	-666	+$131.2K	$2.2M
27	Laurel Wealth Advisors LLC unchanged	Shares	0	+$128.4K	$2.3M
28	Essex LLC trimmed	Shares	-590	+$120.3K	$1.8M
29	BCS Wealth Management unchanged	Shares	0	+$97.5K	$849.9K
30	One Charles Private Wealth Services, LLC unchanged	Shares	0	+$80.8K	$704.9K
31	Cornerstone Wealth Management, LLC trimmed	Shares	-31	+$80.0K	$737.4K
32	CENTRAL VALLEY ADVISORS, LLC unchanged	Shares	0	+$78.7K	$686.4K
33	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+451	+$75.2K	$75.2K
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+247	+$73.7K	$404.1K
35	Merit Financial Group, LLC unchanged	Shares	0	+$67.7K	$590.0K
36	Wealth Management Partners, LLC unchanged	Shares	0	+$63.4K	$552.6K
37	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+1	+$48.2K	$420.1K
38	Commonwealth Financial Services, LLC added	Shares	+1	+$47.0K	$409.5K
39	Apollon Financial, LLC added	Shares	+40	+$45.7K	$347.0K
40	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. unchanged	Shares	0	+$45.3K	$395.0K
41	Royal Fund Management, LLC trimmed	Shares	-19	+$43.3K	$400.5K
42	GRIFFIN ASSET MANAGEMENT, INC. added	Shares	+7	+$41.7K	$354.5K
43	Sowell Financial Services LLC added	Shares	+1	+$40.3K	$350.6K
44	Pictet North America Advisors SA unchanged	Shares	0	+$36.1K	$315.1K
45	PFG Advisors added	Shares	+38	+$35.0K	$256.0K
46	Atlas Brown,Inc. added	Shares	+2	+$33.0K	$284.8K
47	Cardinal Point Capital Management ULC unchanged	Shares	0	+$32.5K	$283.3K
48	McClarren Financial Advisors, Inc. added	Shares	+2	+$31.8K	$274.7K
49	Matthew Goff Investment Advisor, LLC unchanged	Shares	0	+$29.6K	$258.1K
50	M3 Advisory Group, LLC trimmed	Shares	-241	+$29.0K	$562.4K

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