Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	LANDAAS & CO /WI /ADV	Shares	507.4KSH	$41.9M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	446.5KSH	$36.4M
3	INDEPENDENT FINANCIAL GROUP, LLC	Shares	374.5KSH	$30.9M
4	ARQ WEALTH ADVISORS, LLC	Shares	311.2KSH	$24.8M
5	PARK NATIONAL CORP /OH/	Shares	288.4KSH	$23.8M
6	Insight Wealth Strategies, LLC	Shares	255.9KSH	$20.9M
7	Planned Solutions, Inc.	Shares	243.0KSH	$20.1M
8	Embree Financial Group	Shares	158.2KSH	$13.1M
9	Certified Advisory Corp	Shares	151.4KSH	$12.5M
10	CGN Advisors LLC	Shares	141.9KSH	$11.7M
11	Base Wealth Management LLC	Shares	114.2KSH	$9.4M
12	Milestones Private Investment Advisors LLC	Shares	99.3KSH	$8.2M
13	Key Client Fiduciary Advisors, LLC	Shares	92.5KSH	$7.6M
14	OPTIMA CAPITAL LLC	Shares	73.2KSH	$6.0M
15	Marshall & Sterling Wealth Advisors Inc.	Shares	63.8KSH	$5.3M
16	Merit Financial Group, LLC	Shares	62.7KSH	$5.2M
17	Avior Wealth Management, LLC	Shares	60.8KSH	$5.0M
18	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	58.7KSH	$4.8M
19	Golden State Wealth Management, LLC	Shares	39.0KSH	$3.2M
20	FIRST COMMUNITY TRUST NA	Shares	36.4KSH	$3.0M
21	Wealth Enhancement Trust Services, Inc.	Shares	30.6KSH	$2.5M
22	Stonebridge Wealth Management, LLC	Shares	29.7KSH	$2.5M
23	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	24.0KSH	$2.0M
24	Prospera Financial Services Inc	Shares	23.7KSH	$2.0M
25	Dynamic Advisor Solutions LLC	Shares	22.6KSH	$1.9M
26	Nova Wealth Management, Inc.	Shares	21.8KSH	$1.8M
27	Spire Wealth Management	Shares	16.7KSH	$1.4M
28	Breakwater Capital Group	Shares	11.7KSH	$969.2K
29	Saxony Capital Management, LLC	Shares	8.4KSH	$689.7K
30	TCV Trust & Wealth Management, Inc.	Shares	8.2KSH	$678.9K
31	Impact Capital Partners LLC	Shares	8.2KSH	$675.3K
32	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	8.2KSH	$673.2K
33	MKT Advisors LLC	Shares	7.2KSH	$580.5K
34	Brookstone Capital Management	Shares	6.6KSH	$541.8K
35	D.A. DAVIDSON & CO.	Shares	5.1KSH	$423.5K
36	Sowell Financial Services LLC	Shares	4.5KSH	$369.3K
37	RFG Advisory, LLC	Shares	4.5KSH	$368.3K
38	LongView Wealth Management	Shares	4.3KSH	$355.4K
39	WealthBridge Capital Management, LLC	Shares	3.7KSH	$308.7K
40	Wagner Wealth Management, LLC	Shares	3.6KSH	$294.7K
41	City Center Advisors, LLC	Shares	3.0KSH	$244.5K
42	Y-Intercept (Hong Kong) Ltd	Shares	2.7KSH	$220.2K
43	Bogart Wealth, LLC	Shares	1.2KSH	$99.1K
44	JNBA Financial Advisors	Shares	366SH	$30.3K
45	Farther Finance Advisors, LLC	Shares	352SH	$29.1K
46	Trust Co	Shares	280SH	$23.1K
47	PARK AVENUE SECURITIES LLC	Shares	25.4KSH	$2.1K

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

50 / 51 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+365.7K	+$31.1M	$36.4M
2	Insight Wealth Strategies, LLC new	Shares	+255.9K	+$20.9M	$20.9M
3	Embree Financial Group new	Shares	+158.2K	+$13.1M	$13.1M
4	LANDAAS & CO /WI /ADV added	Shares	+39.6K	+$12.0M	$41.9M
5	Base Wealth Management LLC new	Shares	+114.2K	+$9.4M	$9.4M
6	ARQ WEALTH ADVISORS, LLC added	Shares	+60.1K	+$8.7M	$24.8M
7	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+587	+$7.0M	$30.9M
8	Key Client Fiduciary Advisors, LLC added	Shares	+81.9K	+$7.0M	$7.6M
9	Planned Solutions, Inc. added	Shares	+2.2K	+$4.7M	$20.1M
10	CGN Advisors LLC added	Shares	+30.5K	+$4.6M	$11.7M
11	Milestones Private Investment Advisors LLC added	Shares	+38.7K	+$4.3M	$8.2M
12	Avior Wealth Management, LLC added	Shares	+49.0K	+$4.3M	$5.0M
13	PARK NATIONAL CORP /OH/ trimmed	Shares	-19.7K	+$4.1M	$23.8M
14	Certified Advisory Corp added	Shares	+18.0K	+$4.0M	$12.5M
15	OPTIMA CAPITAL LLC added	Shares	+16.1K	+$2.4M	$6.0M
16	Golden State Wealth Management, LLC added	Shares	+25.8K	+$2.4M	$3.2M
17	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+13.4K	+$1.9M	$4.8M
18	Wealth Enhancement Trust Services, Inc. added	Shares	+15.2K	+$1.5M	$2.5M
19	Merit Financial Group, LLC added	Shares	+1.5K	+$1.3M	$5.2M
20	Prospera Financial Services Inc added	Shares	+11.0K	+$1.1M	$2.0M
21	Nova Wealth Management, Inc. added	Shares	+7.7K	+$897.6K	$1.8M
22	Marshall & Sterling Wealth Advisors Inc. trimmed	Shares	-5.7K	+$820.9K	$5.3M
23	TCV Trust & Wealth Management, Inc. new	Shares	+8.2K	+$678.9K	$678.9K
24	FIRST COMMUNITY TRUST NA unchanged	Shares	0	+$675.9K	$3.0M
25	PARSONS CAPITAL MANAGEMENT INC/RI new	Shares	+8.2K	+$673.2K	$673.2K
26	Stonebridge Wealth Management, LLC trimmed	Shares	-424	+$524.4K	$2.5M
27	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+630	+$486.0K	$2.0M
28	Dynamic Advisor Solutions LLC added	Shares	+339	+$442.0K	$1.9M
29	Sowell Financial Services LLC new	Shares	+4.5K	+$369.3K	$369.3K
30	WealthBridge Capital Management, LLC new	Shares	+3.7K	+$308.7K	$308.7K
31	Brookstone Capital Management added	Shares	+2.6K	+$290.1K	$541.8K
32	Breakwater Capital Group added	Shares	+502	+$250.3K	$969.2K
33	City Center Advisors, LLC new	Shares	+3.0K	+$244.5K	$244.5K
34	Y-Intercept (Hong Kong) Ltd new	Shares	+2.7K	+$220.2K	$220.2K
35	Impact Capital Partners LLC added	Shares	+692	+$196.3K	$675.3K
36	Spire Wealth Management trimmed	Shares	-1.9K	+$188.7K	$1.4M
37	Wagner Wealth Management, LLC added	Shares	+1.3K	+$148.3K	$294.7K
38	MKT Advisors LLC unchanged	Shares	0	+$106.5K	$580.5K
39	D.A. DAVIDSON & CO. added	Shares	+35	+$97.6K	$423.5K
40	RFG Advisory, LLC trimmed	Shares	-902	+$25.2K	$368.3K
41	Bogart Wealth, LLC unchanged	Shares	0	+$22.3K	$99.1K
42	Trust Co added	Shares	+97	+$11.4K	$23.1K
43	JNBA Financial Advisors unchanged	Shares	0	+$6.8K	$30.3K
44	Farther Finance Advisors, LLC unchanged	Shares	0	+$6.2K	$29.1K
45	PARK AVENUE SECURITIES LLC new	Shares	+25.4K	+$2.1K	$2.1K
46	Wall Street Financial Group, Inc. exited	Shares	-5	-$320	$0
47	High Note Wealth, LLC exited	Shares	-1.1K	-$72.0K	$0
48	Sunflower Bank, N.A. exited	Shares	-3.7K	-$237.1K	$0
49	Saxony Capital Management, LLC trimmed	Shares	-8.5K	-$387.6K	$689.7K
50	LongView Wealth Management trimmed	Shares	-18.0K	-$1.2M	$355.4K

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