Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 89 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	504.3KSH	$35.0M
2	Apella Capital, LLC	Shares	227.5KSH	$15.2M
3	Decker Retirement Planning Inc.	Shares	99.1KSH	$6.9M
4	TOMPKINS FINANCIAL CORP	Shares	88.1KSH	$6.1M
5	Highland Financial Advisors, LLC	Shares	77.5KSH	$5.4M
6	Mirae Asset Global Investments Co., Ltd.	Shares	77.3KSH	$5.4M
7	Accredited Investors Inc.	Shares	71.1KSH	$4.9M
8	GenWealth Group, Inc.	Shares	61.1KSH	$4.2M
9	Archer Investment Management, LLC	Shares	57.5KSH	$4.0M
10	CGC Financial Services, LLC	Shares	45.1KSH	$3.1M
11	Horst & Graben Wealth Management LLC	Shares	41.2KSH	$2.8M
12	Merit Financial Group, LLC	Shares	38.5KSH	$2.7M
13	Skyline Advisors, Inc.	Shares	36.2KSH	$2.5M
14	Sharkey, Howes & Javer	Shares	35.6KSH	$2.5M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	28.1KSH	$1.9M
16	SigFig Wealth Management, LLC	Shares	28.0KSH	$1.9M
17	GC Wealth Management RIA, LLC	Shares	26.8KSH	$1.9M
18	VERITY Wealth Advisors	Shares	26.5KSH	$1.8M
19	Optas, LLC	Shares	26.4KSH	$1.8M
20	Magnus Financial Group LLC	Shares	24.7KSH	$1.7M
21	Farther Finance Advisors, LLC	Shares	23.8KSH	$1.7M
22	Diversified Trust Co	Shares	22.7KSH	$1.6M
23	National Wealth Management Group, LLC	Shares	21.2KSH	$1.5M
24	Shotwell Rutter Baer Inc	Shares	19.9KSH	$1.4M
25	Stewardship Advisors, LLC	Shares	15.7KSH	$1.1M
26	RFG Advisory, LLC	Shares	14.9KSH	$1.0M
27	Central Pacific Bank - Trust Division	Shares	14.9KSH	$1.0M
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	12.8KSH	$877.7K
29	MISSION WEALTH MANAGEMENT, LP	Shares	12.2KSH	$847.8K
30	Asempa Wealth Advisors	Shares	11.5KSH	$802.0K
31	GGM Financial LLC	Shares	10.6KSH	$738.1K
32	CoreCap Advisors, LLC	Shares	10.5KSH	$728.9K
33	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	10.4KSH	$723.9K
34	Brookstone Capital Management	Shares	9.9KSH	$688.0K
35	EverSource Wealth Advisors, LLC	Shares	9.2KSH	$638.2K
36	LIFELONG WEALTH ADVISORS, INC.	Shares	9.0KSH	$625.3K
37	PENOBSCOT WEALTH MANAGEMENT	Shares	8.4KSH	$580.2K
38	Hoxton Planning & Management, LLC	Shares	8.2KSH	$569.1K
39	RCS Financial Planning, LLC	Shares	8.1KSH	$560.0K
40	Sage Financial Management Group, Inc.	Shares	8.0KSH	$552.5K
41	Attessa Capital LLC	Shares	7.1KSH	$495.6K
42	CORA CAPITAL ADVISORS LLC	Shares	7.1KSH	$491.9K
43	EQ LLC	Shares	6.8KSH	$474.7K
44	BEACON FINANCIAL GROUP	Shares	6.5KSH	$449.6K
45	MBE Wealth Management, LLC	Shares	6.3KSH	$440.2K
46	Tempus Wealth Planning, LLC	Shares	6.1KSH	$422.6K
47	Physician Wealth Advisors, Inc.	Shares	5.9KSH	$409.1K
48	Focus Financial Network, Inc.	Shares	5.8KSH	$399.8K
49	Venturi Wealth Management, LLC	Shares	5.7KSH	$398.0K
50	Trilogy Capital Inc.	Shares	5.7KSH	$393.4K

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

50 / 96 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-14.3K	+$6.4M	$35.0M
2	TOMPKINS FINANCIAL CORP new	Shares	+88.1K	+$6.1M	$6.1M
3	Highland Financial Advisors, LLC added	Shares	+29.2K	+$2.7M	$5.4M
4	Decker Retirement Planning Inc. added	Shares	+5.7K	+$1.7M	$6.9M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+18.6K	+$1.4M	$1.9M
6	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$1.1M	$5.4M
7	Accredited Investors Inc. added	Shares	+451	+$1.0M	$4.9M
8	Apella Capital, LLC trimmed	Shares	-1.7K	+$998.1K	$15.2M
9	MISSION WEALTH MANAGEMENT, LP new	Shares	+12.2K	+$847.8K	$847.8K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+10.5K	+$747.0K	$877.7K
11	GGM Financial LLC new	Shares	+10.6K	+$738.1K	$738.1K
12	GenWealth Group, Inc. trimmed	Shares	-3.8K	+$659.3K	$4.2M
13	Merit Financial Group, LLC added	Shares	+1.7K	+$643.7K	$2.7M
14	Skyline Advisors, Inc. trimmed	Shares	-1.4K	+$437.1K	$2.5M
15	VERITY Wealth Advisors added	Shares	+231	+$389.9K	$1.8M
16	Sharkey, Howes & Javer trimmed	Shares	-3.0K	+$340.2K	$2.5M
17	Diversified Trust Co unchanged	Shares	0	+$323.7K	$1.6M
18	Farther Finance Advisors, LLC trimmed	Shares	-139	+$319.7K	$1.7M
19	ABSOLUTE CAPITAL MANAGEMENT, LLC new	Shares	+4.6K	+$317.1K	$317.1K
20	National Wealth Management Group, LLC trimmed	Shares	-4	+$301.7K	$1.5M
21	SigFig Wealth Management, LLC trimmed	Shares	-1.5K	+$287.0K	$1.9M
22	Magnus Financial Group LLC trimmed	Shares	-1.8K	+$250.6K	$1.7M
23	Wealth Group Ltd new	Shares	+3.6K	+$247.5K	$247.5K
24	GC Wealth Management RIA, LLC trimmed	Shares	-2.6K	+$238.7K	$1.9M
25	Shotwell Rutter Baer Inc trimmed	Shares	-826	+$238.6K	$1.4M
26	Sterling Investment Counsel, LLC new	Shares	+3.2K	+$222.7K	$222.7K
27	PENOBSCOT WEALTH MANAGEMENT added	Shares	+1.9K	+$221.8K	$580.2K
28	Bright Futures Wealth Management, LLC. new	Shares	+3.1K	+$214.0K	$214.0K
29	Insight Wealth Strategies, LLC new	Shares	+3.1K	+$212.9K	$212.9K
30	Central Pacific Bank - Trust Division unchanged	Shares	0	+$212.4K	$1.0M
31	Accel Wealth Management new	Shares	+2.9K	+$201.3K	$201.3K
32	RFG Advisory, LLC trimmed	Shares	-305	+$195.5K	$1.0M
33	CGC Financial Services, LLC trimmed	Shares	-8.2K	+$188.4K	$3.1M
34	EverSource Wealth Advisors, LLC added	Shares	+958	+$183.8K	$638.2K
35	Focus Financial Network, Inc. added	Shares	+1.8K	+$182.5K	$399.8K
36	Stewardship Advisors, LLC trimmed	Shares	-999	+$168.1K	$1.1M
37	LIFELONG WEALTH ADVISORS, INC. added	Shares	+688	+$166.3K	$625.3K
38	Hoxton Planning & Management, LLC added	Shares	+789	+$160.3K	$569.1K
39	Asempa Wealth Advisors unchanged	Shares	0	+$159.0K	$802.0K
40	CoreCap Advisors, LLC added	Shares	+4	+$147.0K	$728.9K
41	Brookstone Capital Management unchanged	Shares	0	+$141.2K	$688.0K
42	CORA CAPITAL ADVISORS LLC added	Shares	+630	+$135.7K	$491.9K
43	Sage Financial Management Group, Inc. added	Shares	+308	+$130.4K	$552.5K
44	Sovereign Financial Group, Inc. added	Shares	+658	+$103.9K	$329.5K
45	Traveka Wealth, LLC added	Shares	+490	+$103.7K	$373.5K
46	Trilogy Capital Inc. added	Shares	+382	+$101.8K	$393.4K
47	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+449	+$98.4K	$723.9K
48	Horst & Graben Wealth Management LLC trimmed	Shares	-1.5K	+$97.7K	$2.8M
49	BEACON FINANCIAL GROUP trimmed	Shares	-41	+$90.0K	$449.6K
50	Attessa Capital LLC trimmed	Shares	-218	+$89.7K	$495.6K

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