Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	439.7KSH	$77.1M
2	MinichMacGregor Wealth Management, LLC	Shares	75.8KSH	$13.3M
3	Prospera Financial Services Inc	Shares	70.1KSH	$12.3M
4	WESPAC Advisors SoCal, LLC	Shares	58.2KSH	$10.2M
5	Well Done, LLC	Shares	52.9KSH	$9.3M
6	Cadent Capital Advisors, LLC	Shares	37.9KSH	$6.6M
7	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	23.5KSH	$4.1M
8	ARS Investment Partners, LLC	Shares	20.3KSH	$3.6M
9	HERITAGE OAK WEALTH ADVISORS LLC	Shares	15.6KSH	$2.7M
10	Global Financial Private Client, LLC	Shares	5.5KSH	$973.1K
11	SOUTHERN CAPITAL ADVISORS, LLC	Shares	3.9KSH	$686.2K
12	FIFTH THIRD SECURITIES, INC.	Shares	3.8KSH	$667.7K
13	Aprio Wealth Management, LLC	Shares	3.2KSH	$562.0K
14	SeaCrest Wealth Management, LLC	Shares	2.6KSH	$452.5K
15	DAVENPORT & Co LLC	Shares	2.5KSH	$430.8K
16	SWMG, LLC	Shares	1.5KSH	$281.2K
17	KRAEMATON INVESTMENT ADVISORS, INC	Shares	1.5KSH	$261.6K
18	Apeiron RIA LLC	Shares	1.3KSH	$231.8K
19	EASTERN BANK	Shares	880SH	$154.3K
20	Farther Finance Advisors, LLC	Shares	592SH	$103.8K
21	IFP Advisors, Inc	Shares	526SH	$92.2K
22	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	269SH	$47.2K
23	SIGNATUREFD, LLC	Shares	201SH	$35.2K
24	Wagner Wealth Management, LLC	Shares	141SH	$24.7K
25	WestEnd Advisors, LLC	Shares	139SH	$24.4K
26	Darwin Wealth Management, LLC	Shares	107SH	$18.8K
27	Blue Trust, Inc.	Shares	100SH	$17.5K
28	HHM Wealth Advisors, LLC	Shares	77SH	$13.5K
29	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	74SH	$13.0K
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	60SH	$10.9K
31	EverSource Wealth Advisors, LLC	Shares	39SH	$6.8K
32	Abound Wealth Management	Shares	32SH	$5.6K
33	Central Pacific Bank - Trust Division	Shares	30SH	$5.3K
34	GILPIN WEALTH MANAGEMENT, LLC	Shares	18SH	$3.2K
35	VALICENTI ADVISORY SERVICES INC	Shares	15.2KSH	$2.7K
36	Capital Investment Advisory Services, LLC	Shares	6SH	$1.1K
37	BankChampaign, National Association	Shares	5SH	$877
38	CX Institutional	Shares	1.7KSH	$306
39	FNY Investment Advisers, LLC	Shares	1.0KSH	$175
40	TSFG, LLC	Shares	8SH	$1

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

42 / 42 loaded

#		Instrument
1	MEITAV INVESTMENT HOUSE LTD new	Shares	+439.7K	+$77.1M	$77.1M
2	MinichMacGregor Wealth Management, LLC added	Shares	+6.0K	+$1.8M	$13.3M
3	Well Done, LLC added	Shares	+3.1K	+$1.1M	$9.3M
4	Prospera Financial Services Inc added	Shares	+380	+$843.6K	$12.3M
5	COTTONWOOD CAPITAL ADVISORS, LLC added	Shares	+1.6K	+$520.8K	$4.1M
6	WESPAC Advisors SoCal, LLC trimmed	Shares	-1.5K	+$395.2K	$10.2M
7	Cadent Capital Advisors, LLC trimmed	Shares	-636	+$317.6K	$6.6M
8	ARS Investment Partners, LLC added	Shares	+170	+$254.7K	$3.6M
9	HERITAGE OAK WEALTH ADVISORS LLC trimmed	Shares	-458	+$98.4K	$2.7M
10	Global Financial Private Client, LLC added	Shares	+153	+$87.0K	$973.1K
11	SWMG, LLC unchanged	Shares	0	+$42.6K	$281.2K
12	SOUTHERN CAPITAL ADVISORS, LLC trimmed	Shares	-37	+$37.4K	$686.2K
13	DAVENPORT & Co LLC unchanged	Shares	0	+$27.4K	$430.8K
14	Blue Trust, Inc. new	Shares	+100	+$17.5K	$17.5K
15	EASTERN BANK unchanged	Shares	0	+$9.8K	$154.3K
16	IFP Advisors, Inc unchanged	Shares	0	+$5.9K	$92.2K
17	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$3.0K	$47.2K
18	SIGNATUREFD, LLC unchanged	Shares	0	+$2.2K	$35.2K
19	Wagner Wealth Management, LLC unchanged	Shares	0	+$1.6K	$24.7K
20	WestEnd Advisors, LLC trimmed	Shares	-1	+$1.4K	$24.4K
21	Darwin Wealth Management, LLC unchanged	Shares	0	+$1.2K	$18.8K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$988	$10.9K
23	HHM Wealth Advisors, LLC unchanged	Shares	0	+$859	$13.5K
24	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$825	$13.0K
25	VALICENTI ADVISORY SERVICES INC added	Shares	+2.2K	+$532	$2.7K
26	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$435	$6.8K
27	Abound Wealth Management unchanged	Shares	0	+$357	$5.6K
28	Central Pacific Bank - Trust Division unchanged	Shares	0	+$335	$5.3K
29	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$200	$3.2K
30	FNY Investment Advisers, LLC new	Shares	+1.0K	+$175	$175
31	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$67	$1.1K
32	BankChampaign, National Association unchanged	Shares	0	+$56	$877
33	TSFG, LLC unchanged	Shares	0	$0	$1
34	Key FInancial Inc exited	Shares	-16	-$2.6K	$0
35	CX Institutional trimmed	Shares	-18.9K	-$3.1K	$306
36	KRAEMATON INVESTMENT ADVISORS, INC trimmed	Shares	-327	-$36.9K	$261.6K
37	SeaCrest Wealth Management, LLC trimmed	Shares	-445	-$44.3K	$452.5K
38	Farther Finance Advisors, LLC trimmed	Shares	-378	-$56.1K	$103.8K
39	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-833	-$94.3K	$667.7K
40	Aprio Wealth Management, LLC trimmed	Shares	-871	-$107.3K	$562.0K
41	Kesler, Norman & Wride, LLC exited	Shares	-2.9K	-$468.9K	$0
42	Apeiron RIA LLC trimmed	Shares	-4.0K	-$642.8K	$231.8K