Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	Foguth Wealth Management, LLC.	Shares	1.5MSH	$32.7M
2	Columbus Macro, LLC	Shares	715.3KSH	$16.0M
3	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	345.4KSH	$7.7M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	301.5KSH	$6.6M
5	IFP Advisors, Inc	Shares	149.9KSH	$3.3M
6	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	147.7KSH	$3.3M
7	Farther Finance Advisors, LLC	Shares	146.1KSH	$3.3M
8	ARMSTRONG ADVISORY GROUP, INC	Shares	135.9KSH	$3.0M
9	Sentinel Advisory Group, LLC	Shares	132.6KSH	$3.0M
10	Secure Asset Management, LLC	Shares	113.8KSH	$2.5M
11	Triumph Capital Management	Shares	111.4KSH	$2.5M
12	Apella Capital, LLC	Shares	102.6KSH	$2.2M
13	PFG Investments, LLC	Shares	71.0KSH	$1.6M
14	Dynamic Advisor Solutions LLC	Shares	60.3KSH	$1.3M
15	PFG Advisors	Shares	45.0KSH	$1.0M
16	LANARK FINANCIAL, INC.	Shares	38.8KSH	$867.1K
17	Avidian Wealth Enterprises, LLC	Shares	28.8KSH	$644.2K
18	Strategic Blueprint, LLC	Shares	21.9KSH	$488.6K
19	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	17.7KSH	$394.9K
20	Walser Wealth Management Company, A Ltd Liability Co	Shares	16.1KSH	$360.2K
21	Envestnet Portfolio Solutions, Inc.	Shares	14.5KSH	$323.3K
22	First Bank & Trust	Shares	14.4KSH	$321.9K
23	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	13.2KSH	$293.9K
24	Global Wealth Strategies & Associates	Shares	13.0KSH	$289.8K
25	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	12.0KSH	$267.8K
26	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	10.9KSH	$242.7K
27	SENTINEL PENSION ADVISORS, LLC	Shares	11.0KSH	$240.6K
28	Mirae Asset Global Investments Co., Ltd.	Shares	8.2KSH	$183.3K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	6.1KSH	$135.5K
30	Cape Investment Advisory, Inc.	Shares	1.9KSH	$42.8K
31	Activest Wealth Management	Shares	1.1KSH	$24.9K
32	CoreCap Advisors, LLC	Shares	1.0KSH	$23.3K
33	Aspen Investment Management Inc	Shares	87.7KSH	$2.0K
34	PARK AVENUE SECURITIES LLC	Shares	37.6KSH	$839

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

34 / 34 loaded

#		Instrument
1	TRAPHAGEN INVESTMENT ADVISORS LLC added	Shares	+275.5K	+$6.1M	$7.7M
2	Farther Finance Advisors, LLC added	Shares	+135.3K	+$3.0M	$3.3M
3	Columbus Macro, LLC added	Shares	+39.5K	+$694.2K	$16.0M
4	Secure Asset Management, LLC added	Shares	+26.1K	+$558.3K	$2.5M
5	Strategic Blueprint, LLC new	Shares	+21.9K	+$488.6K	$488.6K
6	Triumph Capital Management added	Shares	+21.1K	+$446.4K	$2.5M
7	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+17.7K	+$394.9K	$394.9K
8	ARMSTRONG ADVISORY GROUP, INC added	Shares	+17.0K	+$347.5K	$3.0M
9	Envestnet Portfolio Solutions, Inc. new	Shares	+14.5K	+$323.3K	$323.3K
10	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+12.0K	+$267.8K	$267.8K
11	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new	Shares	+10.9K	+$242.7K	$242.7K
12	Dynamic Advisor Solutions LLC added	Shares	+8.7K	+$180.7K	$1.3M
13	LANARK FINANCIAL, INC. added	Shares	+7.5K	+$159.3K	$867.1K
14	IFP Advisors, Inc added	Shares	+5.2K	+$75.0K	$3.3M
15	First Bank & Trust added	Shares	+3.1K	+$65.8K	$321.9K
16	Cape Investment Advisory, Inc. new	Shares	+1.9K	+$42.8K	$42.8K
17	Activest Wealth Management added	Shares	+1.1K	+$24.8K	$24.9K
18	CoreCap Advisors, LLC new	Shares	+1.0K	+$23.3K	$23.3K
19	Global Wealth Strategies & Associates added	Shares	+906	+$16.9K	$289.8K
20	PARK AVENUE SECURITIES LLC added	Shares	+7.0K	+$148	$839
21	Aspen Investment Management Inc added	Shares	+4.2K	+$71	$2.0K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+11	-$2.1K	$135.5K
23	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$3.7K	$293.9K
24	SENTINEL PENSION ADVISORS, LLC added	Shares	+69	-$7.7K	$240.6K
25	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-2.4K	-$57.1K	$183.3K
26	Avidian Wealth Enterprises, LLC trimmed	Shares	-2.3K	-$60.7K	$644.2K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.0K	-$75.6K	$6.6M
28	Apella Capital, LLC trimmed	Shares	-400	-$82.9K	$2.2M
29	PFG Investments, LLC trimmed	Shares	-3.2K	-$91.4K	$1.6M
30	Walser Wealth Management Company, A Ltd Liability Co trimmed	Shares	-5.8K	-$136.3K	$360.2K
31	Sentinel Advisory Group, LLC trimmed	Shares	-134.3K	-$3.1M	$3.0M
32	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed	Shares	-268.0K	-$6.1M	$3.3M
33	PFG Advisors trimmed	Shares	-333.0K	-$7.5M	$1.0M
34	Foguth Wealth Management, LLC. trimmed	Shares	-714.2K	-$16.7M	$32.7M