Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Avior Wealth Management, LLC	Shares	77.9KSH	$11.0M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	52.3KSH	$7.3M
3	Mirae Asset Global Investments Co., Ltd.	Shares	34.2KSH	$4.8M
4	Redhawk Wealth Advisors, Inc.	Shares	13.5KSH	$1.9M
5	QUATTRO FINANCIAL ADVISORS LLC	Shares	13.2KSH	$1.9M
6	BLVD Private Wealth, LLC	Shares	12.3KSH	$1.7M
7	Apollon Wealth Management, LLC	Shares	9.8KSH	$1.4M
8	Prospera Financial Services Inc	Shares	7.3KSH	$1.0M
9	Composition Wealth, LLC	Shares	5.0KSH	$705.1K
10	CrossGen Wealth, LLC	Shares	4.7KSH	$668.2K
11	Octavia Wealth Advisors, LLC	Shares	4.5KSH	$635.7K
12	CITY HOLDING CO	Shares	3.4KSH	$477.4K
13	Y-Intercept (Hong Kong) Ltd	Shares	2.5KSH	$355.1K
14	Rathbones Group PLC	Shares	2.3KSH	$330.8K
15	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	2.1KSH	$299.6K
16	Bright Futures Wealth Management, LLC.	Shares	2.0KSH	$278.1K
17	FIDUCIARY FINANCIAL GROUP, LLC	Shares	1.9KSH	$262.1K
18	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	1.7KSH	$236.5K
19	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.5KSH	$216.4K
20	Finley Financial, LLC	Shares	1.2KSH	$165.7K
21	Farther Finance Advisors, LLC	Shares	968SH	$137.1K
22	GILPIN WEALTH MANAGEMENT, LLC	Shares	800SH	$113.3K
23	Spire Wealth Management	Shares	240SH	$34.0K
24	IFP Advisors, Inc	Shares	150SH	$21.2K
25	Key FInancial Inc	Shares	134SH	$19.0K
26	Cape Investment Advisory, Inc.	Shares	50SH	$7.1K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	49SH	$6.7K
28	Central Pacific Bank - Trust Division	Shares	25SH	$3.5K
29	Aurora Private Wealth, Inc.	Shares	5.5KSH	$780
30	Westwind Capital	Shares	1.2KSH	$175

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

34 / 34 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. new	Shares	+34.2K	+$4.8M	$4.8M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.5K	+$2.1M	$7.3M
3	Avior Wealth Management, LLC trimmed	Shares	-13.6K	+$1.3M	$11.0M
4	CrossGen Wealth, LLC added	Shares	+4.2K	+$612.3K	$668.2K
5	QUATTRO FINANCIAL ADVISORS LLC added	Shares	+86	+$476.4K	$1.9M
6	BLVD Private Wealth, LLC trimmed	Shares	-432	+$391.8K	$1.7M
7	Apollon Wealth Management, LLC trimmed	Shares	-93	+$336.5K	$1.4M
8	Redhawk Wealth Advisors, Inc. trimmed	Shares	-1.9K	+$282.4K	$1.9M
9	Bright Futures Wealth Management, LLC. new	Shares	+2.0K	+$278.1K	$278.1K
10	FIDUCIARY FINANCIAL GROUP, LLC new	Shares	+1.9K	+$262.1K	$262.1K
11	Prospera Financial Services Inc trimmed	Shares	-25	+$258.0K	$1.0M
12	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+1.7K	+$236.5K	$236.5K
13	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+1.5K	+$216.4K	$216.4K
14	Composition Wealth, LLC unchanged	Shares	0	+$176.8K	$705.1K
15	Octavia Wealth Advisors, LLC added	Shares	+1	+$159.4K	$635.7K
16	CITY HOLDING CO trimmed	Shares	-35	+$116.0K	$477.4K
17	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. unchanged	Shares	0	+$75.1K	$299.6K
18	Finley Financial, LLC unchanged	Shares	0	+$41.5K	$165.7K
19	Farther Finance Advisors, LLC unchanged	Shares	0	+$33.2K	$137.1K
20	Spire Wealth Management added	Shares	+200	+$29.8K	$34.0K
21	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$28.4K	$113.3K
22	Cape Investment Advisory, Inc. new	Shares	+50	+$7.1K	$7.1K
23	IFP Advisors, Inc unchanged	Shares	0	+$5.3K	$21.2K
24	Key FInancial Inc unchanged	Shares	0	+$4.8K	$19.0K
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.4K	$6.7K
26	Central Pacific Bank - Trust Division unchanged	Shares	0	+$888	$3.5K
27	Aurora Private Wealth, Inc. unchanged	Shares	0	+$196	$780
28	Westwind Capital added	Shares	+1.1K	-$1.1K	$175
29	CoreCap Advisors, LLC exited	Shares	-15	-$1.6K	$0
30	Harbor Asset Planning, Inc. exited	Shares	-61	-$6.5K	$0
31	Union Bancaire Privee, UBP SA exited	Shares	-1.4K	-$137.8K	$0
32	Rathbones Group PLC trimmed	Shares	-2.3K	-$164.9K	$330.8K
33	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-4.6K	-$396.5K	$355.1K
34	Arlington Capital Management, Inc. exited	Shares	-20.4K	-$2.2M	$0