Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	Monument Capital Management	Shares	93.0KSH	$5.8M
2	Cadent Capital Advisors, LLC	Shares	20.8KSH	$1.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.5KSH	$1.3M
4	AUGUSTINE ASSET MANAGEMENT INC	Shares	20.0KSH	$1.2M
5	Fearless Solutions, LLC dba Best Invest	Shares	18.3KSH	$1.1M
6	Asempa Wealth Advisors	Shares	15.1KSH	$942.1K
7	INDEPENDENT FINANCIAL GROUP, LLC	Shares	12.4KSH	$772.0K
8	Vanguard Capital Wealth Advisors	Shares	8.4KSH	$523.7K
9	Cordoba Advisory Partners LLC	Shares	7.1KSH	$440.5K
10	Fiduciary Alliance LLC	Shares	6.5KSH	$407.5K
11	Breakwater Capital Group	Shares	5.6KSH	$345.4K
12	PFG Advisors	Shares	5.2KSH	$322.5K
13	LRI Investments, LLC	Shares	4.5KSH	$276.8K
14	Apollon Wealth Management, LLC	Shares	3.9KSH	$241.4K
15	FLC Capital Advisors	Shares	3.9KSH	$241.1K
16	Merit Financial Group, LLC	Shares	3.5KSH	$218.8K
17	FIRST HORIZON CORP	Shares	3.4KSH	$214.1K
18	Sage Capital Management, LLC	Shares	3.3KSH	$206.1K
19	Sequoia Financial Advisors, LLC	Shares	3.3KSH	$203.8K
20	Wealthcare Advisory Partners LLC	Shares	3.2KSH	$201.1K
21	Finley Financial, LLC	Shares	3.0KSH	$186.6K
22	Farther Finance Advisors, LLC	Shares	1.9KSH	$120.9K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.7KSH	$109.9K
24	CoreCap Advisors, LLC	Shares	1.7KSH	$106.0K
25	Triumph Capital Management	Shares	1.5KSH	$94.0K
26	AdvisorNet Financial, Inc	Shares	1.3KSH	$81.9K
27	LANARK FINANCIAL, INC.	Shares	1.3KSH	$80.3K
28	TOTH FINANCIAL ADVISORY CORP	Shares	1.3KSH	$79.6K
29	BARRETT & COMPANY, INC.	Shares	1.1KSH	$69.1K
30	City State Bank	Shares	1.1KSH	$65.3K
31	KERR FINANCIAL PLANNING Corp	Shares	1.0KSH	$62.2K
32	Spire Wealth Management	Shares	725SH	$45.1K
33	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	663SH	$41.2K
34	Capital Investment Advisory Services, LLC	Shares	394SH	$24.5K
35	Darwin Wealth Management, LLC	Shares	392SH	$24.4K
36	Oakworth Capital, Inc.	Shares	360SH	$22.4K
37	Bogart Wealth, LLC	Shares	351SH	$21.8K
38	Register Financial Advisors LLC	Shares	300SH	$18.7K
39	Golden State Wealth Management, LLC	Shares	292SH	$18.2K
40	SOA Wealth Advisors, LLC.	Shares	166SH	$10.4K
41	Community Financial Services Group, LLC	Shares	156SH	$9.9K
42	DiNuzzo Private Wealth, Inc.	Shares	148SH	$9.2K
43	HHM Wealth Advisors, LLC	Shares	85SH	$5.3K
44	Westwind Capital	Shares	36.9KSH	$2.3K
45	Key FInancial Inc	Shares	19SH	$1.2K
46	SIGNATUREFD, LLC	Shares	11SH	$684
47	PARK AVENUE SECURITIES LLC	Shares	6.8KSH	$423
48	NEVILLE RODIE & SHAW INC	Shares	6.5KSH	$404
49	CX Institutional	Shares	3.5KSH	$221

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

50 / 53 loaded

#		Instrument
1	Monument Capital Management new	Shares	+93.0K	+$5.8M	$5.8M
2	Vanguard Capital Wealth Advisors new	Shares	+8.4K	+$523.7K	$523.7K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.5K	+$255.5K	$1.3M
4	Apollon Wealth Management, LLC new	Shares	+3.9K	+$241.4K	$241.4K
5	Merit Financial Group, LLC new	Shares	+3.5K	+$218.8K	$218.8K
6	Sage Capital Management, LLC new	Shares	+3.3K	+$206.1K	$206.1K
7	Sequoia Financial Advisors, LLC new	Shares	+3.3K	+$203.8K	$203.8K
8	Wealthcare Advisory Partners LLC new	Shares	+3.2K	+$201.1K	$201.1K
9	AUGUSTINE ASSET MANAGEMENT INC unchanged	Shares	0	+$167.4K	$1.2M
10	Fearless Solutions, LLC dba Best Invest trimmed	Shares	-7	+$152.6K	$1.1M
11	Cadent Capital Advisors, LLC trimmed	Shares	-500	+$147.4K	$1.3M
12	Asempa Wealth Advisors added	Shares	+18	+$118.2K	$942.1K
13	Breakwater Capital Group added	Shares	+594	+$78.5K	$345.4K
14	PFG Advisors added	Shares	+81	+$47.7K	$322.5K
15	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-1.1K	+$44.6K	$772.0K
16	Cordoba Advisory Partners LLC trimmed	Shares	-325	+$44.1K	$440.5K
17	LRI Investments, LLC unchanged	Shares	0	+$37.2K	$276.8K
18	FLC Capital Advisors unchanged	Shares	0	+$32.4K	$241.1K
19	Fiduciary Alliance LLC unchanged	Shares	0	+$29.5K	$407.5K
20	Finley Financial, LLC unchanged	Shares	0	+$25.1K	$186.6K
21	Farther Finance Advisors, LLC added	Shares	+4	+$15.3K	$120.9K
22	Triumph Capital Management added	Shares	+43	+$15.0K	$94.0K
23	CoreCap Advisors, LLC added	Shares	+6	+$14.6K	$106.0K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-51	+$12.7K	$109.9K
25	AdvisorNet Financial, Inc added	Shares	+8	+$11.4K	$81.9K
26	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$10.7K	$79.6K
27	BARRETT & COMPANY, INC. unchanged	Shares	0	+$9.3K	$69.1K
28	City State Bank unchanged	Shares	0	+$8.8K	$65.3K
29	Spire Wealth Management unchanged	Shares	0	+$6.1K	$45.1K
30	KERR FINANCIAL PLANNING Corp unchanged	Shares	0	+$3.7K	$62.2K
31	Darwin Wealth Management, LLC added	Shares	+2	+$3.4K	$24.4K
32	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$3.3K	$24.5K
33	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$3.2K	$41.2K
34	Oakworth Capital, Inc. unchanged	Shares	0	+$3.0K	$22.4K
35	Bogart Wealth, LLC unchanged	Shares	0	+$2.9K	$21.8K
36	Golden State Wealth Management, LLC added	Shares	+1	+$2.6K	$18.2K
37	SOA Wealth Advisors, LLC. added	Shares	+1	+$1.4K	$10.4K
38	Community Financial Services Group, LLC unchanged	Shares	0	+$1.4K	$9.9K
39	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$1.2K	$9.2K
40	Westwind Capital added	Shares	+8.7K	+$780	$2.3K
41	HHM Wealth Advisors, LLC unchanged	Shares	0	+$711	$5.3K
42	Key FInancial Inc unchanged	Shares	0	+$159	$1.2K
43	SIGNATUREFD, LLC unchanged	Shares	0	+$92	$684
44	NEVILLE RODIE & SHAW INC unchanged	Shares	0	+$55	$404
45	CX Institutional trimmed	Shares	-1.6K	-$54	$221
46	PARK AVENUE SECURITIES LLC trimmed	Shares	-2.3K	-$67	$423
47	LANARK FINANCIAL, INC. trimmed	Shares	-202	-$121	$80.3K
48	EASTERN BANK exited	Shares	-10	-$538	$0
49	Sound Income Strategies, LLC exited	Shares	-290	-$15.8K	$0
50	Register Financial Advisors LLC trimmed	Shares	-400	-$19.0K	$18.7K

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