Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 92 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	1.6MSH	$36.0M
2	IMPACTfolio, LLC	Shares	617.6KSH	$14.3M
3	Composition Wealth, LLC	Shares	192.5KSH	$4.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	168.2KSH	$3.8M
5	Horst & Graben Wealth Management LLC	Shares	163.6KSH	$3.8M
6	Sharkey, Howes & Javer	Shares	141.9KSH	$3.3M
7	Farther Finance Advisors, LLC	Shares	114.8KSH	$2.7M
8	Merit Financial Group, LLC	Shares	108.9KSH	$2.5M
9	Brookstone Capital Management	Shares	100.3KSH	$2.3M
10	Archer Investment Management, LLC	Shares	79.6KSH	$1.8M
11	BIRCHBROOK, INC.	Shares	74.2KSH	$1.7M
12	SigFig Wealth Management, LLC	Shares	71.8KSH	$1.7M
13	Skyline Advisors, Inc.	Shares	62.8KSH	$1.5M
14	Midwest Financial Partners Investments, Inc.	Shares	61.4KSH	$1.4M
15	JNBA Financial Advisors	Shares	58.5KSH	$1.4M
16	RCS Financial Planning, LLC	Shares	58.3KSH	$1.3M
17	Trilogy Capital Inc.	Shares	50.5KSH	$1.2M
18	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	47.9KSH	$1.1M
19	RFG Advisory, LLC	Shares	47.2KSH	$1.1M
20	GC Wealth Management RIA, LLC	Shares	39.5KSH	$914.3K
21	Affinity Capital Advisors, LLC	Shares	37.5KSH	$865.9K
22	EverSource Wealth Advisors, LLC	Shares	35.1KSH	$812.7K
23	Venturi Wealth Management, LLC	Shares	32.1KSH	$744.2K
24	Hoxton Planning & Management, LLC	Shares	30.5KSH	$706.5K
25	Aprio Wealth Management, LLC	Shares	30.2KSH	$699.9K
26	LIFELONG WEALTH ADVISORS, INC.	Shares	29.7KSH	$686.8K
27	Traveka Wealth, LLC	Shares	29.1KSH	$673.0K
28	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	28.3KSH	$654.9K
29	Focus Financial Network, Inc.	Shares	26.7KSH	$619.3K
30	Gradient Investments LLC	Shares	26.5KSH	$613.9K
31	LexAurum Advisors, LLC	Shares	26.1KSH	$604.2K
32	Evergreen Private Wealth LLC	Shares	25.1KSH	$581.0K
33	Tempus Wealth Planning, LLC	Shares	24.7KSH	$571.7K
34	Sequoia Financial Advisors, LLC	Shares	23.9KSH	$554.3K
35	Wells Financial Advisors INC	Shares	23.0KSH	$533.5K
36	BEACON FINANCIAL GROUP	Shares	22.9KSH	$529.4K
37	Peak Financial Management, Inc.	Shares	22.1KSH	$512.7K
38	Level Financial Advisors	Shares	20.4KSH	$473.4K
39	Oregon Pacific Wealth Management, LLC	Shares	20.2KSH	$467.9K
40	PROFFITT & GOODSON INC	Shares	19.8KSH	$459.3K
41	MBE Wealth Management, LLC	Shares	19.2KSH	$444.7K
42	Golden State Wealth Management, LLC	Shares	18.3KSH	$423.0K
43	Higgins & Schmidt Wealth Strategies LLC	Shares	17.6KSH	$408.3K
44	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	17.2KSH	$399.2K
45	Dynamic Advisor Solutions LLC	Shares	16.8KSH	$388.9K
46	Williams Financial, LLC	Shares	16.2KSH	$374.4K
47	XY Planning Network, Inc.	Shares	15.6KSH	$361.1K
48	Braun-Bostich & Associates Inc.	Shares	14.9KSH	$344.7K
49	Spectrum Planning & Advisory Services Inc.	Shares	14.8KSH	$342.8K
50	RED REEF ADVISORS LLC	Shares	14.2KSH	$327.8K

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

50 / 100 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+69.7K	+$1.6M	$3.8M
2	Farther Finance Advisors, LLC added	Shares	+45.9K	+$1.1M	$2.7M
3	Level Financial Advisors new	Shares	+20.4K	+$473.4K	$473.4K
4	Williams Financial, LLC new	Shares	+16.2K	+$374.4K	$374.4K
5	IMPACTfolio, LLC added	Shares	+14.2K	+$336.6K	$14.3M
6	Two West Capital Advisors LLC new	Shares	+10.1K	+$230.3K	$230.3K
7	J.W. COLE ADVISORS, INC. new	Shares	+9.7K	+$225.4K	$225.4K
8	Goldstein Advisors, LLC new	Shares	+9.6K	+$222.1K	$222.1K
9	Brookstone Capital Management added	Shares	+9.0K	+$210.5K	$2.3M
10	TME FINANCIAL, INC. new	Shares	+9.1K	+$210.2K	$210.2K
11	Sovereign Financial Group, Inc. new	Shares	+8.9K	+$206.5K	$206.5K
12	Composition Wealth, LLC added	Shares	+8.1K	+$190.1K	$4.5M
13	Focus Financial Network, Inc. added	Shares	+4.8K	+$111.0K	$619.3K
14	Skyline Advisors, Inc. added	Shares	+4.7K	+$110.0K	$1.5M
15	RCS Financial Planning, LLC added	Shares	+4.2K	+$98.0K	$1.3M
16	ABSOLUTE CAPITAL MANAGEMENT, LLC added	Shares	+4.0K	+$93.5K	$399.2K
17	LexAurum Advisors, LLC added	Shares	+3.8K	+$88.4K	$604.2K
18	HALBERT HARGROVE GLOBAL ADVISORS, LLC added	Shares	+2.9K	+$66.3K	$280.2K
19	SAX WEALTH ADVISORS, LLC added	Shares	+2.8K	+$63.3K	$289.6K
20	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.0K	+$47.9K	$1.1M
21	BIRCHBROOK, INC. added	Shares	+2.0K	+$47.5K	$1.7M
22	Tempus Wealth Planning, LLC added	Shares	+1.9K	+$43.8K	$571.7K
23	Higgins & Schmidt Wealth Strategies LLC added	Shares	+1.6K	+$36.6K	$408.3K
24	XY Planning Network, Inc. added	Shares	+1.2K	+$29.6K	$361.1K
25	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+1.2K	+$27.9K	$88.9K
26	Physician Wealth Advisors, Inc. added	Shares	+872	+$20.2K	$39.3K
27	Trilogy Capital Inc. added	Shares	+721	+$17.4K	$1.2M
28	Morton Brown Family Wealth, LLC added	Shares	+689	+$16.1K	$247.3K
29	Peak Financial Management, Inc. added	Shares	+600	+$14.2K	$512.7K
30	GC Wealth Management RIA, LLC added	Shares	+589	+$14.2K	$914.3K
31	JNBA Financial Advisors added	Shares	+536	+$13.2K	$1.4M
32	RED REEF ADVISORS LLC added	Shares	+510	+$12.0K	$327.8K
33	IFP Advisors, Inc added	Shares	+336	+$7.8K	$33.0K
34	Venturi Wealth Management, LLC added	Shares	+177	+$4.5K	$744.2K
35	Acropolis Investment Management, LLC added	Shares	+190	+$4.5K	$150.4K
36	BENJAMIN EDWARDS INC added	Shares	+180	+$4.4K	$324.6K
37	MJT & Associates Financial Advisory Group, Inc. added	Shares	+151	+$3.5K	$13.5K
38	Marshall & Sterling Wealth Advisors Inc. added	Shares	+111	+$2.6K	$58.4K
39	Fairway Wealth LLC added	Shares	+72	+$1.8K	$147.5K
40	Pine Valley Investments Ltd Liability Co added	Shares	+62	+$1.6K	$280.3K
41	WARNER FINANCIAL, INC added	Shares	+50	+$1.5K	$227.5K
42	GGM Financial LLC added	Shares	+46	+$1.1K	$94.0K
43	CoreCap Advisors, LLC added	Shares	+35	+$835	$46.0K
44	Evergreen Private Wealth LLC unchanged	Shares	0	+$343	$581.0K
45	Wells Financial Advisors INC unchanged	Shares	0	+$316	$533.5K
46	Gleason Group, Inc. new	Shares	+13	+$310	$310
47	Ritter Daniher Financial Advisory LLC / DE added	Shares	+12	+$294	$24.7K
48	Finley Financial, LLC unchanged	Shares	0	+$149	$251.2K
49	EASTERN BANK unchanged	Shares	0	+$79	$133.7K
50	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$66	$111.0K

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