Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 343 loaded

#		Instrument	quantity
1	IFP Advisors, Inc	Shares	109.8KSH	$26.6M
2	Cadent Capital Advisors, LLC	Shares	91.2KSH	$22.1M
3	MEITAV INVESTMENT HOUSE LTD	Shares	90.1KSH	$21.8M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	89.8KSH	$21.5M
5	Prospera Financial Services Inc	Shares	72.8KSH	$17.7M
6	MinichMacGregor Wealth Management, LLC	Shares	68.9KSH	$16.7M
7	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	66.0KSH	$16.0M
8	INDEPENDENT FINANCIAL GROUP, LLC	Shares	56.9KSH	$13.8M
9	Merit Financial Group, LLC	Shares	43.0KSH	$10.4M
10	J.W. COLE ADVISORS, INC.	Shares	39.1KSH	$9.5M
11	Kraft, Davis & Associates, LLC	Shares	39.5KSH	$9.5M
12	Ignite Planners, LLC	Shares	38.6KSH	$9.4M
13	MRA Advisory Group	Shares	38.0KSH	$9.2M
14	Well Done, LLC	Shares	37.6KSH	$9.1M
15	FOCUS Wealth Advisors, LLC	Shares	33.7KSH	$8.2M
16	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	31.8KSH	$7.7M
17	Accel Wealth Management	Shares	30.2KSH	$7.3M
18	FIFTH THIRD SECURITIES, INC.	Shares	27.1KSH	$6.6M
19	Lineweaver Wealth Advisors, LLC	Shares	25.8KSH	$6.3M
20	Envestnet Portfolio Solutions, Inc.	Shares	24.8KSH	$6.0M
21	LITTLEJOHN FINANCIAL SERVICES, INC.	Shares	24.5KSH	$5.9M
22	BANQUE PICTET & CIE SA	Shares	23.5KSH	$5.7M
23	Mosley Wealth Management	Shares	23.2KSH	$5.6M
24	Apollon Financial, LLC	Shares	23.2KSH	$5.6M
25	Monument Capital Management	Shares	22.7KSH	$5.5M
26	Financial Partners Group, Inc	Shares	20.6KSH	$5.0M
27	JACKSON SQUARE CAPITAL, LLC	Shares	20.0KSH	$4.9M
28	SURIENCE PRIVATE WEALTH LLC	Shares	19.5KSH	$4.7M
29	HERBST GROUP, LLC	Shares	19.1KSH	$4.6M
30	D.A. DAVIDSON & CO.	Shares	18.4KSH	$4.5M
31	Apollon Wealth Management, LLC	Shares	18.2KSH	$4.4M
32	BigSur Wealth Management LLC	Shares	17.6KSH	$4.3M
33	CARY STREET PARTNERS FINANCIAL LLC	Shares	17.3KSH	$4.2M
34	Sowell Financial Services LLC	Shares	16.6KSH	$4.0M
35	Certified Advisory Corp	Shares	15.6KSH	$3.8M
36	SBI Okasan Asset Management Co.Ltd.	Shares	15.7KSH	$3.7M
37	MFA WEALTH ADVISORS, LLC	Shares	15.3KSH	$3.7M
38	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	15.2KSH	$3.7M
39	Trilogy Capital Inc.	Shares	14.7KSH	$3.6M
40	FSM Wealth Advisors, LLC	Shares	14.5KSH	$3.5M
41	UNIQUE WEALTH, LLC	Shares	13.9KSH	$3.4M
42	Spire Wealth Management	Shares	12.0KSH	$2.9M
43	Avior Wealth Management, LLC	Shares	12.0KSH	$2.9M
44	Great Diamond Partners, LLC	Shares	12.0KSH	$2.9M
45	Brookstone Capital Management	Shares	11.4KSH	$2.8M
46	Base Wealth Management LLC	Shares	11.1KSH	$2.7M
47	Global Financial Private Client, LLC	Shares	11.0KSH	$2.7M
48	PFG Investments, LLC	Shares	11.0KSH	$2.7M
49	Focus Financial Network, Inc.	Shares	10.9KSH	$2.7M
50	Cornerstone Wealth Management, LLC	Shares	10.8KSH	$2.6M

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

50 / 369 loaded

#		Instrument
1	MEITAV INVESTMENT HOUSE LTD new	Shares	+90.1K	+$21.8M	$21.8M
2	J.W. COLE ADVISORS, INC. new	Shares	+39.1K	+$9.5M	$9.5M
3	Mosley Wealth Management added	Shares	+22.1K	+$5.4M	$5.6M
4	SURIENCE PRIVATE WEALTH LLC new	Shares	+19.5K	+$4.7M	$4.7M
5	Cadent Capital Advisors, LLC added	Shares	+5.4K	+$3.3M	$22.1M
6	IFP Advisors, Inc added	Shares	+2.4K	+$3.1M	$26.6M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.0K	+$3.1M	$21.5M
8	Prospera Financial Services Inc added	Shares	+3.7K	+$2.5M	$17.7M
9	Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. new	Shares	+9.6K	+$2.3M	$2.3M
10	COTTONWOOD CAPITAL ADVISORS, LLC added	Shares	+7.0K	+$2.3M	$7.7M
11	Sowell Financial Services LLC added	Shares	+7.6K	+$2.1M	$4.0M
12	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+948	+$1.6M	$13.8M
13	Avior Wealth Management, LLC added	Shares	+5.8K	+$1.5M	$2.9M
14	VISIONARY HORIZONS, LLC new	Shares	+6.0K	+$1.5M	$1.5M
15	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed	Shares	-671	+$1.4M	$16.0M
16	Kraft, Davis & Associates, LLC added	Shares	+1.5K	+$1.2M	$9.5M
17	Accel Wealth Management added	Shares	+1.4K	+$1.0M	$7.3M
18	Merit Financial Group, LLC trimmed	Shares	-172	+$979.9K	$10.4M
19	MRA Advisory Group added	Shares	+363	+$977.8K	$9.2M
20	Envestnet Portfolio Solutions, Inc. added	Shares	+1.3K	+$873.5K	$6.0M
21	Ignite Planners, LLC trimmed	Shares	-327	+$842.4K	$9.4M
22	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.7K	+$790.4K	$4.2M
23	Lineweaver Wealth Advisors, LLC added	Shares	+766	+$777.7K	$6.3M
24	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP new	Shares	+3.0K	+$754.5K	$754.5K
25	Monument Capital Management added	Shares	+994	+$753.8K	$5.5M
26	FOCUS Wealth Advisors, LLC trimmed	Shares	-351	+$720.1K	$8.2M
27	UNIQUE WEALTH, LLC added	Shares	+1.5K	+$667.9K	$3.4M
28	LITTLEJOHN FINANCIAL SERVICES, INC. added	Shares	+381	+$662.7K	$5.9M
29	NWAM LLC added	Shares	+2.5K	+$637.8K	$838.3K
30	Castle Rock Wealth Management, LLC added	Shares	+1.9K	+$633.3K	$2.4M
31	Farther Finance Advisors, LLC added	Shares	+1.9K	+$630.6K	$2.5M
32	Certified Advisory Corp added	Shares	+1.2K	+$628.9K	$3.8M
33	Base Wealth Management LLC added	Shares	+1.6K	+$614.2K	$2.7M
34	BridgePort Financial Solutions, LLC added	Shares	+1.9K	+$590.8K	$1.8M
35	HERBST GROUP, LLC added	Shares	+582	+$580.4K	$4.6M
36	BANQUE PICTET & CIE SA unchanged	Shares	0	+$569.3K	$5.7M
37	Fifth Third Wealth Advisors LLC added	Shares	+1.9K	+$561.8K	$1.6M
38	Hoxton Planning & Management, LLC new	Shares	+2.3K	+$560.5K	$560.5K
39	Confluence Wealth Services, Inc. new	Shares	+2.1K	+$521.2K	$521.2K
40	Eagle Strategies LLC new	Shares	+2.1K	+$519.6K	$519.6K
41	DAVENPORT & Co LLC added	Shares	+1.4K	+$503.4K	$2.1M
42	Apollon Financial, LLC trimmed	Shares	-209	+$502.3K	$5.6M
43	Global View Capital Management LLC added	Shares	+1.8K	+$498.3K	$1.1M
44	JACKSON SQUARE CAPITAL, LLC trimmed	Shares	-3	+$473.4K	$4.9M
45	Marshall & Sterling Wealth Advisors Inc. added	Shares	+930	+$448.2K	$2.5M
46	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	+$444.4K	$3.7M
47	Sequoia Financial Advisors, LLC added	Shares	+1.3K	+$441.4K	$1.5M
48	PFG Investments, LLC added	Shares	+687	+$410.0K	$2.7M
49	BigSur Wealth Management LLC trimmed	Shares	-43	+$406.3K	$4.3M
50	Global Financial Private Client, LLC added	Shares	+643	+$402.1K	$2.7M

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