Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 104 loaded

#		Instrument	quantity
1	CAPITAL ADVISORS INC/OK	Shares	3.4MSH	$70.2M
2	Sarver Vrooman Wealth Advisors	Shares	2.2MSH	$46.1M
3	SUMMITRY LLC	Shares	1.7MSH	$34.6M
4	HOWLAND CAPITAL MANAGEMENT LLC	Shares	684.9KSH	$14.3M
5	Ironwood Financial, llc	Shares	660.6KSH	$13.6M
6	PFG Private Wealth Management, LLC	Shares	579.0KSH	$12.1M
7	Windsor Capital Management, LLC	Shares	433.7KSH	$9.0M
8	SPRENG CAPITAL MANAGEMENT, INC.	Shares	391.6KSH	$8.2M
9	Praetorian Wealth Management, Inc.	Shares	306.5KSH	$6.4M
10	Beaumont Asset Management, L.L.C.	Shares	276.4KSH	$5.8M
11	ADIRONDACK TRUST CO	Shares	259.3KSH	$5.4M
12	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	Shares	242.1KSH	$5.0M
13	Winthrop Partners - WNY, LLC	Shares	222.3KSH	$4.6M
14	Wilkins Miller Wealth Management, LLC	Shares	207.0KSH	$4.3M
15	PRECEDENT WEALTH PARTNERS, LLC	Shares	203.5KSH	$4.2M
16	Apollon Wealth Management, LLC	Shares	201.7KSH	$4.2M
17	BENJAMIN EDWARDS INC	Shares	193.5KSH	$4.0M
18	Quantum Financial Advisors, LLC	Shares	167.0KSH	$3.5M
19	MEMBERS WEALTH LLC	Shares	150.9KSH	$3.1M
20	Segment Wealth Management, LLC	Shares	139.4KSH	$2.9M
21	IFP Advisors, Inc	Shares	137.0KSH	$2.9M
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	132.3KSH	$2.7M
23	Marathon Mission, Inc.	Shares	126.0KSH	$2.6M
24	Commonwealth Financial Services, LLC	Shares	118.2KSH	$2.5M
25	LifePlan Financial, LLC	Shares	107.2KSH	$2.2M
26	Archford Capital Strategies, LLC	Shares	106.7KSH	$2.2M
27	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	101.8KSH	$2.1M
28	Laurel Wealth Advisors LLC	Shares	97.6KSH	$2.0M
29	Chesley Taft & Associates LLC	Shares	97.4KSH	$2.0M
30	ROMANO BROTHERS AND COMPANY	Shares	87.5KSH	$1.8M
31	Penobscot Investment Management Company, Inc.	Shares	79.1KSH	$1.6M
32	J.W. COLE ADVISORS, INC.	Shares	78.8KSH	$1.6M
33	McGlone Suttner Wealth Management, Inc.	Shares	78.6KSH	$1.6M
34	BEACON FINANCIAL GROUP	Shares	71.2KSH	$1.5M
35	Strid Group, LLC	Shares	69.8KSH	$1.5M
36	Sowell Financial Services LLC	Shares	68.5KSH	$1.4M
37	Camelot Portfolios, LLC	Shares	65.0KSH	$1.4M
38	DRIVE WEALTH MANAGEMENT, LLC	Shares	63.2KSH	$1.3M
39	Montecito Bank & Trust	Shares	62.8KSH	$1.3M
40	Bank of New Hampshire	Shares	61.4KSH	$1.3M
41	Breachway Investments LLC	Shares	61.3KSH	$1.3M
42	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	60.5KSH	$1.3M
43	NAPLES GLOBAL ADVISORS, LLC	Shares	60.3KSH	$1.3M
44	Paradigm, Strategies in Wealth Management, LLC	Shares	57.4KSH	$1.2M
45	Merit Financial Group, LLC	Shares	54.3KSH	$1.1M
46	Newman Dignan & Sheerar, Inc.	Shares	53.7KSH	$1.1M
47	Yoder Wealth Management, Inc.	Shares	49.8KSH	$1.0M
48	Jefferson Bridge Capital, LLC	Shares	47.2KSH	$983.9K
49	Cornell Pochily Investment Advisors, Inc.	Shares	44.4KSH	$924.6K
50	HM PAYSON & CO	Shares	41.4KSH	$863.2K

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

50 / 108 loaded

#		Instrument
1	Windsor Capital Management, LLC added	Shares	+397.4K	+$8.3M	$9.0M
2	Apollon Wealth Management, LLC new	Shares	+201.7K	+$4.2M	$4.2M
3	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+164.0K	+$3.4M	$14.3M
4	Ironwood Financial, llc added	Shares	+91.1K	+$1.7M	$13.6M
5	ABSOLUTE CAPITAL MANAGEMENT, LLC new	Shares	+60.5K	+$1.3M	$1.3M
6	VIRGINIA WEALTH MANAGEMENT GROUP, INC. added	Shares	+50.3K	+$1.0M	$5.0M
7	SUMMITRY LLC added	Shares	+55.1K	+$1.0M	$34.6M
8	LifePlan Financial, LLC added	Shares	+37.5K	+$776.2K	$2.2M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+37.3K	+$750.5K	$2.7M
10	CAPITAL ADVISORS INC/OK added	Shares	+49.5K	+$732.2K	$70.2M
11	InvesTrust new	Shares	+32.4K	+$675.7K	$675.7K
12	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+33.1K	+$674.9K	$4.2M
13	Community Financial Services Group, LLC new	Shares	+25.3K	+$523.9K	$523.9K
14	Strid Group, LLC added	Shares	+21.4K	+$442.5K	$1.5M
15	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+20.3K	+$421.7K	$546.8K
16	Laurel Wealth Advisors LLC added	Shares	+19.8K	+$407.2K	$2.0M
17	Beaumont Asset Management, L.L.C. added	Shares	+19.6K	+$384.6K	$5.8M
18	Great Diamond Partners, LLC added	Shares	+17.5K	+$363.2K	$799.9K
19	Berkshire Money Management, Inc. new	Shares	+14.2K	+$296.4K	$296.4K
20	Merit Financial Group, LLC added	Shares	+14.3K	+$294.3K	$1.1M
21	Prosperity Planning, Inc. new	Principal	+13.8K	+$288.6K	$288.6K
22	ADIRONDACK TRUST CO added	Shares	+14.8K	+$286.6K	$5.4M
23	HM PAYSON & CO added	Shares	+12.5K	+$258.3K	$863.2K
24	Penobscot Investment Management Company, Inc. added	Shares	+11.3K	+$230.4K	$1.6M
25	MEMBERS WEALTH LLC added	Shares	+12.0K	+$224.7K	$3.1M
26	ROMANO BROTHERS AND COMPANY added	Shares	+10.8K	+$218.8K	$1.8M
27	Segment Wealth Management, LLC added	Shares	+11.0K	+$217.3K	$2.9M
28	Yoder Wealth Management, Inc. added	Shares	+10.3K	+$211.1K	$1.0M
29	Princeton Global Asset Management LLC added	Shares	+9.0K	+$186.6K	$425.4K
30	Sarver Vrooman Wealth Advisors added	Shares	+26.3K	+$184.5K	$46.1M
31	SPRENG CAPITAL MANAGEMENT, INC. added	Shares	+10.4K	+$183.3K	$8.2M
32	Winthrop Partners - WNY, LLC added	Shares	+9.5K	+$179.7K	$4.6M
33	Praetorian Wealth Management, Inc. added	Shares	+10.3K	+$178.6K	$6.4M
34	Chesley Taft & Associates LLC added	Shares	+8.9K	+$177.5K	$2.0M
35	Quantum Financial Advisors, LLC added	Shares	+9.2K	+$177.0K	$3.5M
36	Breachway Investments LLC added	Shares	+8.1K	+$167.7K	$1.3M
37	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+8.0K	+$157.6K	$2.1M
38	Farther Finance Advisors, LLC added	Shares	+7.4K	+$153.1K	$561.7K
39	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+6.3K	+$127.9K	$768.0K
40	Sowell Financial Services LLC added	Shares	+5.9K	+$116.6K	$1.4M
41	Physician Wealth Advisors, Inc. new	Shares	+5.6K	+$115.7K	$115.7K
42	Jefferson Bridge Capital, LLC added	Shares	+5.5K	+$110.3K	$983.9K
43	McGlone Suttner Wealth Management, Inc. added	Shares	+5.3K	+$104.7K	$1.6M
44	Montecito Bank & Trust added	Shares	+5.1K	+$101.2K	$1.3M
45	Newman Dignan & Sheerar, Inc. added	Shares	+4.4K	+$87.3K	$1.1M
46	Camelot Portfolios, LLC added	Shares	+4.0K	+$77.2K	$1.4M
47	J.W. COLE ADVISORS, INC. added	Shares	+3.9K	+$73.6K	$1.6M
48	XML Financial, LLC added	Shares	+3.1K	+$62.7K	$578.5K
49	SIGNATUREFD, LLC new	Shares	+2.4K	+$50.0K	$50.0K
50	Avidian Wealth Enterprises, LLC added	Shares	+1.8K	+$36.5K	$260.7K

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