Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	ANDERSON HOAGLAND & CO	Shares	151.8KSH	$5.9M
2	Ameliora Wealth Management Ltd.	Shares	106.2KSH	$4.1M
3	Evergreen Private Wealth LLC	Shares	96.0KSH	$3.7M
4	Prospera Financial Services Inc	Shares	61.1KSH	$2.4M
5	Envestnet Portfolio Solutions, Inc.	Shares	55.6KSH	$2.2M
6	Farther Finance Advisors, LLC	Shares	39.4KSH	$1.5M
7	Bright Futures Wealth Management, LLC.	Shares	30.7KSH	$1.2M
8	Y-Intercept (Hong Kong) Ltd	Shares	30.4KSH	$1.2M
9	CARY STREET PARTNERS FINANCIAL LLC	Shares	23.8KSH	$926.0K
10	DAVENPORT & Co LLC	Shares	23.0KSH	$897.0K
11	Cordoba Advisory Partners LLC	Shares	13.2KSH	$513.1K
12	HARMONY ASSET MANAGEMENT LLC	Shares	13.1KSH	$509.3K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.6KSH	$504.6K
14	BEACON FINANCIAL GROUP	Shares	11.9KSH	$462.6K
15	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	9.5KSH	$370.3K
16	TCFG Investment Advisors, LLC	Shares	9.4KSH	$366.7K
17	CPA Asset Management Group, LLC	Shares	8.5KSH	$330.3K
18	Brookstone Capital Management	Shares	8.4KSH	$328.9K
19	INDEPENDENT FINANCIAL GROUP, LLC	Shares	8.3KSH	$322.2K
20	Sequoia Financial Advisors, LLC	Shares	7.8KSH	$302.7K
21	J.W. COLE ADVISORS, INC.	Shares	7.3KSH	$284.6K
22	Valeo Financial Advisors, LLC	Shares	6.7KSH	$260.6K
23	Nautilus Advisors LLC	Shares	5.6KSH	$226.3K
24	Blue Trust, Inc.	Shares	4.2KSH	$163.3K
25	Provenance Wealth Advisors, LLC	Shares	2.5KSH	$99.1K
26	Capital Investment Advisory Services, LLC	Shares	1.9KSH	$72.8K
27	GAMMA Investing LLC	Shares	1.8KSH	$70.7K
28	Spire Wealth Management	Shares	1.7KSH	$67.4K
29	FARMERS & MERCHANTS INVESTMENTS INC	Shares	1.7KSH	$66.6K
30	ST GERMAIN D J CO INC	Shares	1.4KSH	$56.4K
31	Activest Wealth Management	Shares	1.3KSH	$52.1K
32	Triumph Capital Management	Shares	1.3KSH	$50.3K
33	Darwin Wealth Management, LLC	Shares	1.2KSH	$48.6K
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	910SH	$35.6K
35	IFP Advisors, Inc	Shares	600SH	$23.4K
36	WEBSTER BANK, N. A.	Shares	555SH	$21.6K
37	Ares Financial Consulting, LLC	Shares	373SH	$14.5K
38	True Wealth Design, LLC	Shares	368SH	$14.3K
39	Byrne Asset Management LLC	Shares	347SH	$13.5K
40	SIGNATUREFD, LLC	Shares	300SH	$11.7K
41	Rachor Investment Advisory Services, LLC	Shares	283SH	$11.0K
42	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	205SH	$8.0K
43	Quaker Wealth Management, LLC	Shares	181SH	$7.1K
44	Golden State Wealth Management, LLC	Shares	175SH	$6.9K
45	Crews Bank & Trust	Shares	140SH	$5.5K
46	Nova Wealth Management, Inc.	Shares	138SH	$5.4K
47	LGT Financial Advisors LLC	Shares	114SH	$4.4K
48	Abound Wealth Management	Shares	100SH	$3.9K
49	Founders Capital Management	Shares	84SH	$3.3K
50	HHM Wealth Advisors, LLC	Shares	83SH	$3.2K

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

50 / 61 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. new	Shares	+55.6K	+$2.2M	$2.2M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+30.4K	+$1.2M	$1.2M
3	Farther Finance Advisors, LLC added	Shares	+24.7K	+$1.0M	$1.5M
4	ANDERSON HOAGLAND & CO added	Shares	+296	+$638.6K	$5.9M
5	BEACON FINANCIAL GROUP new	Shares	+11.9K	+$462.6K	$462.6K
6	Ameliora Wealth Management Ltd. trimmed	Shares	-1.4K	+$389.9K	$4.1M
7	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+9.5K	+$370.3K	$370.3K
8	Evergreen Private Wealth LLC trimmed	Shares	-997	+$362.9K	$3.7M
9	Sequoia Financial Advisors, LLC new	Shares	+7.8K	+$302.7K	$302.7K
10	J.W. COLE ADVISORS, INC. new	Shares	+7.3K	+$284.6K	$284.6K
11	Nautilus Advisors LLC new	Shares	+5.6K	+$226.3K	$226.3K
12	Prospera Financial Services Inc trimmed	Shares	-1.5K	+$200.4K	$2.4M
13	Blue Trust, Inc. added	Shares	+3.8K	+$151.5K	$163.3K
14	Cordoba Advisory Partners LLC added	Shares	+2.6K	+$145.3K	$513.1K
15	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$98.3K	$926.0K
16	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.3K	+$78.6K	$322.2K
17	ST GERMAIN D J CO INC new	Shares	+1.4K	+$56.4K	$56.4K
18	Brookstone Capital Management added	Shares	+236	+$43.2K	$328.9K
19	CPA Asset Management Group, LLC unchanged	Shares	0	+$35.1K	$330.3K
20	Valeo Financial Advisors, LLC unchanged	Shares	0	+$27.7K	$260.6K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+437	+$18.7K	$35.6K
22	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$10.5K	$99.1K
23	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$7.7K	$72.8K
24	GAMMA Investing LLC unchanged	Shares	0	+$7.5K	$70.7K
25	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$7.1K	$66.6K
26	Spire Wealth Management trimmed	Shares	-17	+$6.6K	$67.4K
27	Darwin Wealth Management, LLC added	Shares	+35	+$6.4K	$48.6K
28	Nova Wealth Management, Inc. new	Shares	+138	+$5.4K	$5.4K
29	Triumph Capital Management unchanged	Shares	0	+$5.3K	$50.3K
30	LGT Financial Advisors LLC new	Shares	+114	+$4.4K	$4.4K
31	IFP Advisors, Inc added	Shares	+23	+$3.3K	$23.4K
32	WEBSTER BANK, N. A. unchanged	Shares	0	+$2.3K	$21.6K
33	Activest Wealth Management trimmed	Shares	-96	+$2.2K	$52.1K
34	True Wealth Design, LLC unchanged	Shares	0	+$1.5K	$14.3K
35	Byrne Asset Management LLC unchanged	Shares	0	+$1.4K	$13.5K
36	Ares Financial Consulting, LLC unchanged	Shares	0	+$1.3K	$14.5K
37	SIGNATUREFD, LLC unchanged	Shares	0	+$1.2K	$11.7K
38	Rachor Investment Advisory Services, LLC unchanged	Shares	0	+$1.2K	$11.0K
39	Golden State Wealth Management, LLC added	Shares	+5	+$902	$6.9K
40	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$848	$8.0K
41	Quaker Wealth Management, LLC unchanged	Shares	0	+$750	$7.1K
42	PARK AVENUE SECURITIES LLC added	Shares	+13.6K	+$624	$1.4K
43	Crews Bank & Trust unchanged	Shares	0	+$580	$5.5K
44	Abound Wealth Management unchanged	Shares	0	+$414	$3.9K
45	Founders Capital Management unchanged	Shares	0	+$348	$3.3K
46	HHM Wealth Advisors, LLC unchanged	Shares	0	+$344	$3.2K
47	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$187	$1.8K
48	Scarborough Advisors, LLC exited	Shares	-5	-$174	$0
49	DAVENPORT & Co LLC trimmed	Shares	-2.8K	-$1.2K	$897.0K
50	Sound Income Strategies, LLC exited	Shares	-68	-$2.4K	$0

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