Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 182 loaded

#		Instrument	quantity
1	Ocean Park Asset Management, LLC	Shares	8.3MSH	$307.0M
2	SigFig Wealth Management, LLC	Shares	3.2MSH	$118.6M
3	Counterpoint Mutual Funds LLC	Shares	3.0MSH	$112.3M
4	REBALANCE, LLC	Shares	1.9MSH	$70.6M
5	Ninety One UK Ltd	Shares	1.9MSH	$69.1M
6	Bricktown Capital, LLC	Shares	1.6MSH	$59.4M
7	FACTORY MUTUAL INSURANCE CO	Shares	1.4MSH	$50.2M
8	Financial Management Professionals, Inc.	Shares	703.7KSH	$26.1M
9	Wedmont Private Capital	Shares	531.6KSH	$19.6M
10	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	392.6KSH	$14.5M
11	FIFTH THIRD SECURITIES, INC.	Shares	358.2KSH	$13.3M
12	Grove Bank & Trust	Shares	341.7KSH	$12.6M
13	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	333.2KSH	$12.3M
14	FORM Wealth Advisors, LLC	Shares	332.2KSH	$12.3M
15	FC Advisory LLC	Shares	300.2KSH	$11.1M
16	Octavia Wealth Advisors, LLC	Shares	286.5KSH	$10.6M
17	Grey Fox Wealth Advisors, LLC	Shares	284.0KSH	$10.5M
18	Legacy Wealth Partners, LLC	Shares	260.5KSH	$9.6M
19	Amicus Financial Advisors, LLC	Shares	235.1KSH	$8.7M
20	Single Point Partners, LLC	Shares	199.6KSH	$7.4M
21	Twele Capital Management, Inc.	Shares	185.4KSH	$6.9M
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	181.1KSH	$6.7M
23	CoreCap Advisors, LLC	Shares	177.7KSH	$6.6M
24	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	169.3KSH	$6.3M
25	Cornerstone Management, Inc.	Shares	165.5KSH	$6.1M
26	IFG Advisors, LLC	Shares	149.0KSH	$5.5M
27	FORTE ASSET MANAGEMENT LLC	Shares	136.7KSH	$5.1M
28	NEW WAVE WEALTH ADVISORS LLC	Shares	135.3KSH	$5.0M
29	EXCHANGE TRADED CONCEPTS, LLC	Shares	126.3KSH	$4.7M
30	SECURIAN ASSET MANAGEMENT, INC	Shares	119.5KSH	$4.4M
31	Financial & Tax Architects, LLC	Shares	115.4KSH	$4.3M
32	Pacific Excel Wealth Advisors, Inc.	Shares	111.3KSH	$4.1M
33	Counterweight Ventures, LLC	Shares	111.0KSH	$4.1M
34	Drucker Wealth 3.0, LLC	Shares	109.2KSH	$4.0M
35	Procyon Advisors, LLC	Shares	97.4KSH	$3.6M
36	Charles Schwab Trust Co	Shares	89.9KSH	$3.3M
37	Sage Advisory Services, Ltd.Co.	Shares	87.1KSH	$3.2M
38	Sowell Financial Services LLC	Shares	73.2KSH	$2.7M
39	Merit Financial Group, LLC	Shares	69.8KSH	$2.6M
40	Unison Advisors LLC	Shares	65.9KSH	$2.4M
41	DAVENPORT & Co LLC	Shares	65.1KSH	$2.4M
42	TITLEIST ASSET MANAGEMENT, LLC	Shares	61.0KSH	$2.3M
43	Windsor Capital Management, LLC	Shares	59.4KSH	$2.2M
44	HM PAYSON & CO	Shares	58.7KSH	$2.2M
45	Mechanics Bank Trust Department	Shares	57.3KSH	$2.1M
46	GENESIS PRIVATE WEALTH, LLC	Shares	55.4KSH	$2.1M
47	GUIDANCE CAPITAL, INC	Shares	51.5KSH	$1.9M
48	MISSION WEALTH MANAGEMENT, LP	Shares	51.1KSH	$1.9M
49	Vertex Investment Solutions Co., Ltd.	Shares	51.1KSH	$1.9M
50	Innovative Wealth Building LLC	Shares	49.5KSH	$1.8M

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

50 / 205 loaded

#		Instrument
1	Counterpoint Mutual Funds LLC added	Shares	+2.5M	+$91.9M	$112.3M
2	Ocean Park Asset Management, LLC added	Shares	+1.2M	+$45.5M	$307.0M
3	Financial Management Professionals, Inc. added	Shares	+703.6K	+$26.0M	$26.1M
4	Legacy Wealth Partners, LLC new	Shares	+260.5K	+$9.6M	$9.6M
5	REBALANCE, LLC added	Shares	+169.3K	+$6.6M	$70.6M
6	VIEWPOINT INVESTMENT PARTNERS CORP added	Shares	+129.8K	+$5.9M	$14.5M
7	IFG Advisors, LLC new	Shares	+149.0K	+$5.5M	$5.5M
8	SigFig Wealth Management, LLC added	Shares	+113.5K	+$4.8M	$118.6M
9	Pacific Excel Wealth Advisors, Inc. new	Shares	+111.3K	+$4.1M	$4.1M
10	FORM Wealth Advisors, LLC added	Shares	+96.7K	+$3.6M	$12.3M
11	NEW WAVE WEALTH ADVISORS LLC added	Shares	+64.4K	+$2.4M	$5.0M
12	Bricktown Capital, LLC added	Shares	+54.4K	+$2.3M	$59.4M
13	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+56.9K	+$2.1M	$4.7M
14	Twele Capital Management, Inc. added	Shares	+49.8K	+$1.9M	$6.9M
15	Wedmont Private Capital added	Shares	+48.9K	+$1.7M	$19.6M
16	HERITAGE OAK WEALTH ADVISORS LLC new	Shares	+38.6K	+$1.4M	$1.4M
17	Procyon Advisors, LLC added	Shares	+37.2K	+$1.4M	$3.6M
18	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+29.0K	+$1.1M	$6.3M
19	Sowell Financial Services LLC added	Shares	+26.7K	+$998.0K	$2.7M
20	Octavia Wealth Advisors, LLC added	Shares	+23.7K	+$926.5K	$10.6M
21	Grey Fox Wealth Advisors, LLC added	Shares	+21.9K	+$859.3K	$10.5M
22	Balefire, LLC new	Shares	+22.8K	+$845.1K	$845.1K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+19.1K	+$714.2K	$6.7M
24	COLTON GROOME FINANCIAL ADVISORS, LLC new	Shares	+15.9K	+$590.5K	$590.5K
25	Single Point Partners, LLC added	Shares	+14.2K	+$560.6K	$7.4M
26	Drucker Wealth 3.0, LLC added	Shares	+13.2K	+$505.6K	$4.0M
27	Financial & Tax Architects, LLC added	Shares	+11.5K	+$445.7K	$4.3M
28	Grove Bank & Trust added	Shares	+10.4K	+$443.8K	$12.6M
29	FIFTH THIRD SECURITIES, INC. added	Shares	+9.9K	+$429.4K	$13.3M
30	Strategic Blueprint, LLC new	Shares	+11.2K	+$415.7K	$415.7K
31	Barnes Wealth Management Group, Inc added	Shares	+10.9K	+$407.4K	$1.4M
32	Northstar Advisory Group, LLC new	Shares	+10.2K	+$379.2K	$379.2K
33	MISSION WEALTH MANAGEMENT, LP added	Shares	+9.7K	+$365.7K	$1.9M
34	Aventura Private Wealth, LLC new	Shares	+9.8K	+$363.9K	$363.9K
35	John W. Brooker & Co., CPAs added	Shares	+9.3K	+$343.8K	$547.6K
36	RAMSEY QUANTITATIVE SYSTEMS new	Shares	+9.0K	+$333.2K	$333.2K
37	GUIDANCE CAPITAL, INC added	Shares	+8.9K	+$327.0K	$1.9M
38	KWMG, LLC new	Shares	+8.5K	+$316.0K	$316.0K
39	Portside Wealth Group, LLC added	Shares	+8.2K	+$306.6K	$980.1K
40	Decker Retirement Planning Inc. added	Shares	+8.1K	+$304.8K	$1.4M
41	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+8.1K	+$303.2K	$1.0M
42	Windsor Capital Management, LLC added	Shares	+6.8K	+$261.1K	$2.2M
43	Vertex Investment Solutions Co., Ltd. added	Shares	+6.1K	+$250.6K	$1.9M
44	FACTORY MUTUAL INSURANCE CO unchanged	Shares	0	+$243.9K	$50.2M
45	EPIQ PARTNERS, LLC new	Shares	+6.4K	+$237.7K	$237.7K
46	FC Advisory LLC added	Shares	+4.8K	+$230.5K	$11.1M
47	Optivise Advisory Services LLC new	Shares	+6.0K	+$223.4K	$223.4K
48	RFG Advisory, LLC added	Shares	+5.6K	+$210.0K	$616.7K
49	ARWA LLC added	Shares	+4.2K	+$153.5K	$500.5K
50	Unison Advisors LLC added	Shares	+3.8K	+$151.9K	$2.4M

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