Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 69 loaded

#		Instrument	quantity
1	CAPITAL ADVISORS INC/OK	Shares	2.8MSH	$71.1M
2	MB, LEVIS & ASSOCIATES, LLC	Shares	527.5KSH	$13.3M
3	PFG Private Wealth Management, LLC	Shares	507.2KSH	$12.8M
4	Ironwood Financial, llc	Shares	464.9KSH	$11.6M
5	HOWLAND CAPITAL MANAGEMENT LLC	Shares	252.9KSH	$6.4M
6	Marathon Mission, Inc.	Shares	208.8KSH	$5.3M
7	Praetorian Wealth Management, Inc.	Shares	197.6KSH	$5.0M
8	PRECEDENT WEALTH PARTNERS, LLC	Shares	168.4KSH	$4.2M
9	BENJAMIN EDWARDS INC	Shares	153.0KSH	$3.9M
10	Evergreen Private Wealth LLC	Shares	145.5KSH	$3.7M
11	ADIRONDACK TRUST CO	Shares	138.2KSH	$3.5M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	126.2KSH	$3.1M
13	Quantum Financial Advisors, LLC	Shares	123.9KSH	$3.1M
14	Paradigm, Strategies in Wealth Management, LLC	Shares	116.2KSH	$2.9M
15	Arcataur Capital Management LLC	Shares	108.1KSH	$2.7M
16	MEITAV INVESTMENT HOUSE LTD	Shares	104.7KSH	$2.6M
17	Segment Wealth Management, LLC	Shares	97.1KSH	$2.4M
18	Winthrop Partners - WNY, LLC	Shares	88.2KSH	$2.2M
19	IFP Advisors, Inc	Shares	80.6KSH	$2.0M
20	Archford Capital Strategies, LLC	Shares	80.5KSH	$2.0M
21	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	77.9KSH	$2.0M
22	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	66.5KSH	$1.7M
23	Wilkins Miller Wealth Management, LLC	Shares	62.6KSH	$1.6M
24	Chesley Taft & Associates LLC	Shares	56.9KSH	$1.4M
25	BEACON FINANCIAL GROUP	Shares	50.1KSH	$1.3M
26	McGlone Suttner Wealth Management, Inc.	Shares	49.8KSH	$1.3M
27	J.W. COLE ADVISORS, INC.	Shares	49.4KSH	$1.2M
28	Princeton Global Asset Management LLC	Shares	45.0KSH	$1.1M
29	Montecito Bank & Trust	Shares	44.4KSH	$1.1M
30	SONATA CAPITAL GROUP INC	Shares	38.4KSH	$966.2K
31	FIRST INTERSTATE BANK	Shares	35.0KSH	$881.2K
32	Gradient Capital Advisors, LLC	Shares	34.3KSH	$864.8K
33	Breachway Investments LLC	Shares	30.9KSH	$777.1K
34	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	28.4KSH	$716.6K
35	ROMANO BROTHERS AND COMPANY	Shares	28.0KSH	$704.1K
36	DecisionMap Wealth Management, LLC	Shares	24.9KSH	$627.3K
37	Great Diamond Partners, LLC	Shares	24.8KSH	$624.8K
38	SUMMITRY LLC	Shares	23.4KSH	$588.2K
39	Cornell Pochily Investment Advisors, Inc.	Shares	22.0KSH	$555.2K
40	Sowell Financial Services LLC	Shares	21.8KSH	$549.8K
41	XML Financial, LLC	Shares	21.8KSH	$549.3K
42	Sarver Vrooman Wealth Advisors	Shares	21.5KSH	$538.3K
43	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	19.4KSH	$489.4K
44	Farther Finance Advisors, LLC	Shares	18.3KSH	$460.6K
45	Koesten, Hirschmann & Crabtree, INC.	Shares	15.4KSH	$387.5K
46	CARY STREET PARTNERS FINANCIAL LLC	Shares	15.2KSH	$383.3K
47	JAMES INVESTMENT RESEARCH, INC.	Shares	14.1KSH	$354.4K
48	Penobscot Investment Management Company, Inc.	Shares	14.0KSH	$353.3K
49	Merit Financial Group, LLC	Shares	12.9KSH	$324.2K
50	NESTEGG ADVISORS, INC.	Shares	12.8KSH	$322.0K

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

50 / 71 loaded

#		Instrument
1	Quantum Financial Advisors, LLC added	Shares	+96.0K	+$2.4M	$3.1M
2	Ironwood Financial, llc added	Shares	+85.2K	+$2.0M	$11.6M
3	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+66.9K	+$1.7M	$6.4M
4	MEITAV INVESTMENT HOUSE LTD added	Shares	+39.8K	+$991.8K	$2.6M
5	Praetorian Wealth Management, Inc. added	Shares	+38.6K	+$950.4K	$5.0M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+35.1K	+$852.4K	$3.1M
7	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+30.8K	+$765.0K	$4.2M
8	SUMMITRY LLC new	Shares	+23.4K	+$588.2K	$588.2K
9	CAPITAL ADVISORS INC/OK added	Shares	+32.1K	+$585.8K	$71.1M
10	Cornell Pochily Investment Advisors, Inc. new	Shares	+22.0K	+$555.2K	$555.2K
11	Winthrop Partners - WNY, LLC added	Shares	+13.1K	+$324.8K	$2.2M
12	Berkshire Money Management, Inc. new	Shares	+12.3K	+$309.5K	$309.5K
13	Great Diamond Partners, LLC added	Shares	+12.2K	+$307.1K	$624.8K
14	Segment Wealth Management, LLC added	Shares	+9.9K	+$242.4K	$2.4M
15	Princeton Global Asset Management LLC added	Shares	+9.1K	+$227.4K	$1.1M
16	Farther Finance Advisors, LLC added	Shares	+8.7K	+$219.8K	$460.6K
17	Breachway Investments LLC added	Shares	+7.7K	+$194.0K	$777.1K
18	ADIRONDACK TRUST CO added	Shares	+8.1K	+$191.2K	$3.5M
19	Evergreen Private Wealth LLC added	Shares	+7.6K	+$180.2K	$3.7M
20	Koesten, Hirschmann & Crabtree, INC. added	Shares	+6.9K	+$172.9K	$387.5K
21	ROMANO BROTHERS AND COMPANY added	Shares	+6.2K	+$153.4K	$704.1K
22	MB, LEVIS & ASSOCIATES, LLC added	Shares	+6.3K	+$117.5K	$13.3M
23	Physician Wealth Advisors, Inc. new	Shares	+4.6K	+$115.7K	$115.7K
24	Arcataur Capital Management LLC added	Shares	+4.0K	+$92.4K	$2.7M
25	XML Financial, LLC added	Shares	+3.4K	+$85.4K	$549.3K
26	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+3.3K	+$78.7K	$1.7M
27	NAPLES GLOBAL ADVISORS, LLC added	Shares	+2.1K	+$52.2K	$266.8K
28	Sowell Financial Services LLC added	Shares	+2.1K	+$51.3K	$549.8K
29	SIGNATUREFD, LLC new	Shares	+2.0K	+$50.1K	$50.1K
30	Chesley Taft & Associates LLC added	Shares	+1.9K	+$43.5K	$1.4M
31	Penobscot Investment Management Company, Inc. added	Shares	+1.7K	+$41.8K	$353.3K
32	Fairway Wealth LLC new	Shares	+1.4K	+$36.3K	$36.3K
33	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+1.3K	+$31.9K	$489.4K
34	Montecito Bank & Trust added	Shares	+1.2K	+$27.3K	$1.1M
35	SAX WEALTH ADVISORS, LLC added	Shares	+1.2K	+$27.0K	$291.9K
36	EASTERN BANK added	Shares	+925	+$23.2K	$42.8K
37	NESTEGG ADVISORS, INC. added	Shares	+577	+$13.5K	$322.0K
38	HM PAYSON & CO new	Shares	+500	+$12.6K	$12.6K
39	Bank of New Hampshire added	Shares	+400	+$9.1K	$313.1K
40	McGlone Suttner Wealth Management, Inc. added	Shares	+334	+$4.5K	$1.3M
41	SONATA CAPITAL GROUP INC added	Shares	+213	+$2.3K	$966.2K
42	NWAM LLC added	Shares	+111	+$2.0K	$250.0K
43	Hyposwiss Advisors SA added	Shares	+100	+$1.9K	$212.2K
44	Roble, Belko & Company, Inc unchanged	Shares	0	-$6	$1.8K
45	Merit Financial Group, LLC added	Shares	+36	-$126	$324.2K
46	Trust Co unchanged	Shares	0	-$159	$50.1K
47	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$160	$50.4K
48	Bogart Wealth, LLC unchanged	Shares	0	-$378	$118.9K
49	Crews Bank & Trust unchanged	Shares	0	-$461	$145.0K
50	Newman Dignan & Sheerar, Inc. added	Shares	+3	-$671	$238.2K

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