Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 63 loaded

#		Instrument	quantity
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	140.7KSH	$28.2M
2	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	82.3KSH	$16.5M
3	Merit Financial Group, LLC	Shares	73.3KSH	$14.7M
4	ARKANSAS FINANCIAL GROUP, INC.	Shares	48.0KSH	$9.6M
5	JOHNSON INVESTMENT COUNSEL INC	Shares	34.0KSH	$6.8M
6	Finley Financial, LLC	Shares	32.2KSH	$6.4M
7	CAMELOT TECHNOLOGY ADVISORS, INC.	Shares	18.9KSH	$3.8M
8	Evanson Financial, LLC	Shares	14.3KSH	$2.9M
9	Indiana Trust & Investment Management Co	Shares	13.8KSH	$2.8M
10	GHP Investment Advisors, Inc.	Shares	10.7KSH	$2.1M
11	Level Financial Advisors	Shares	9.8KSH	$2.0M
12	JAMES INVESTMENT RESEARCH, INC.	Shares	9.4KSH	$1.9M
13	Moisand Fitzgerald Tamayo, LLC	Shares	8.9KSH	$1.8M
14	LVZ, Inc.	Shares	7.7KSH	$1.5M
15	Physician Wealth Advisors, Inc.	Shares	7.6KSH	$1.5M
16	ECLECTIC ASSOCIATES INC /ADV	Shares	5.3KSH	$1.1M
17	Discipline Wealth Solutions, LLC	Shares	5.2KSH	$1.0M
18	VISTA CAPITAL PARTNERS, INC.	Shares	5.0KSH	$998.8K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.9KSH	$952.7K
20	Acropolis Investment Management, LLC	Shares	4.5KSH	$897.2K
21	Peoples Bank/KS	Shares	3.8KSH	$750.1K
22	XML Financial, LLC	Shares	3.7KSH	$749.7K
23	Farther Finance Advisors, LLC	Shares	3.4KSH	$677.4K
24	DOLIVER ADVISORS, LP	Shares	3.2KSH	$642.1K
25	Focus Financial Network, Inc.	Shares	3.1KSH	$615.1K
26	Archer Investment Management, LLC	Shares	2.9KSH	$589.3K
27	Mullaney, Keating & Wright, Inc.	Shares	2.9KSH	$580.9K
28	FAMILY WEALTH PARTNERS, LLC	Shares	2.8KSH	$567.4K
29	Legacy Advisors, LLC	Shares	2.7KSH	$533.5K
30	Beaird Harris Wealth Management, LLC	Shares	2.4KSH	$485.6K
31	Spire Wealth Management	Shares	2.1KSH	$422.0K
32	Forum Financial Management, LP	Shares	1.7KSH	$333.2K
33	Gradient Capital Advisors, LLC	Shares	1.5KSH	$302.1K
34	FIRST HORIZON CORP	Shares	1.3KSH	$269.1K
35	CoreCap Advisors, LLC	Shares	1.3KSH	$262.6K
36	Wealthcare Advisory Partners LLC	Shares	1.3KSH	$258.7K
37	Ballentine Capital Advisors, Inc	Shares	1.3KSH	$252.5K
38	TCV Trust & Wealth Management, Inc.	Shares	1.2KSH	$246.4K
39	Berkeley, Inc	Shares	1.2KSH	$237.3K
40	Diversified Trust Co	Shares	1.1KSH	$224.2K
41	Powerhouse Assets LLC	Shares	1.1KSH	$214.5K
42	SHAKER INVESTMENTS LLC/OH	Shares	1.0KSH	$200.4K
43	Goldstein Advisors, LLC	Shares	1.0KSH	$200.0K
44	GODSEY & GIBB, INC	Shares	676SH	$135.2K
45	Ares Financial Consulting, LLC	Shares	669SH	$133.7K
46	IFP Advisors, Inc	Shares	619SH	$123.8K
47	AMERICAN NATIONAL BANK & TRUST	Shares	259SH	$51.8K
48	SIGNATUREFD, LLC	Shares	254SH	$50.7K
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	230SH	$46.1K
50	1015 Capital Partners, LLC	Shares	180SH	$36.0K

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

50 / 70 loaded

#		Instrument
1	Merit Financial Group, LLC added	Shares	+30.2K	+$7.8M	$14.7M
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+73	+$5.7M	$28.2M
3	HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed	Shares	-2.7K	+$2.9M	$16.5M
4	JOHNSON INVESTMENT COUNSEL INC added	Shares	+7.5K	+$2.6M	$6.8M
5	LVZ, Inc. new	Shares	+7.7K	+$1.5M	$1.5M
6	Finley Financial, LLC trimmed	Shares	-80	+$1.3M	$6.4M
7	ARKANSAS FINANCIAL GROUP, INC. trimmed	Shares	-3.3K	+$956.7K	$9.6M
8	CAMELOT TECHNOLOGY ADVISORS, INC. added	Shares	+124	+$783.6K	$3.8M
9	Indiana Trust & Investment Management Co unchanged	Shares	0	+$559.1K	$2.8M
10	XML Financial, LLC added	Shares	+1.9K	+$456.4K	$749.7K
11	GHP Investment Advisors, Inc. trimmed	Shares	-230	+$396.1K	$2.1M
12	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$380.2K	$1.9M
13	Level Financial Advisors trimmed	Shares	-163	+$368.9K	$2.0M
14	Moisand Fitzgerald Tamayo, LLC trimmed	Shares	-7	+$359.1K	$1.8M
15	Farther Finance Advisors, LLC added	Shares	+1.2K	+$323.3K	$677.4K
16	DOLIVER ADVISORS, LP added	Shares	+1.2K	+$321.5K	$642.1K
17	Physician Wealth Advisors, Inc. trimmed	Shares	-120	+$289.0K	$1.5M
18	Wealthcare Advisory Partners LLC new	Shares	+1.3K	+$258.7K	$258.7K
19	TCV Trust & Wealth Management, Inc. new	Shares	+1.2K	+$246.4K	$246.4K
20	ECLECTIC ASSOCIATES INC /ADV added	Shares	+191	+$243.2K	$1.1M
21	Diversified Trust Co new	Shares	+1.1K	+$224.2K	$224.2K
22	Powerhouse Assets LLC new	Shares	+1.1K	+$214.5K	$214.5K
23	VISTA CAPITAL PARTNERS, INC. unchanged	Shares	0	+$201.9K	$998.8K
24	SHAKER INVESTMENTS LLC/OH new	Shares	+1.0K	+$200.4K	$200.4K
25	Goldstein Advisors, LLC new	Shares	+1.0K	+$200.0K	$200.0K
26	Discipline Wealth Solutions, LLC trimmed	Shares	-86	+$196.4K	$1.0M
27	Acropolis Investment Management, LLC unchanged	Shares	0	+$181.3K	$897.2K
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-24	+$156.1K	$952.7K
29	Mullaney, Keating & Wright, Inc. added	Shares	+198	+$149.1K	$580.9K
30	Focus Financial Network, Inc. added	Shares	+44	+$131.3K	$615.1K
31	FAMILY WEALTH PARTNERS, LLC unchanged	Shares	0	+$114.7K	$567.4K
32	Peoples Bank/KS trimmed	Shares	-250	+$111.7K	$750.1K
33	Archer Investment Management, LLC trimmed	Shares	-49	+$111.3K	$589.3K
34	Legacy Advisors, LLC unchanged	Shares	0	+$107.8K	$533.5K
35	Beaird Harris Wealth Management, LLC unchanged	Shares	0	+$98.1K	$485.6K
36	Spire Wealth Management unchanged	Shares	0	+$85.3K	$422.0K
37	Forum Financial Management, LP added	Shares	+21	+$70.6K	$333.2K
38	Gradient Capital Advisors, LLC unchanged	Shares	0	+$61.0K	$302.1K
39	Ballentine Capital Advisors, Inc unchanged	Shares	0	+$51.0K	$252.5K
40	Berkeley, Inc trimmed	Shares	-68	+$37.1K	$237.3K
41	GODSEY & GIBB, INC unchanged	Shares	0	+$27.3K	$135.2K
42	Ares Financial Consulting, LLC added	Shares	+1	+$26.5K	$133.7K
43	IFP Advisors, Inc trimmed	Shares	-12	+$23.1K	$123.8K
44	FIRST HORIZON CORP trimmed	Shares	-250	+$14.5K	$269.1K
45	CoreCap Advisors, LLC trimmed	Shares	-242	+$14.3K	$262.6K
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+30	+$13.9K	$46.1K
47	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	+$10.5K	$51.8K
48	SIGNATUREFD, LLC added	Shares	+1	+$10.3K	$50.7K
49	1015 Capital Partners, LLC unchanged	Shares	0	+$7.3K	$36.0K
50	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$6.9K	$34.0K

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