Filing Research | ISHARES ETHEREUM TR Institutional Holdings

Snapshot holdings

50 / 124 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	CALL	4.4MSH	$52.4M
2	STERLING INVESTMENT ADVISORS LLC /ADV	Shares	439.3KSH	$5.2M
3	TITLEIST ASSET MANAGEMENT, LLC	Shares	359.4KSH	$4.3M
4	Alliance Wealth Advisors, LLC /UT	Shares	233.7KSH	$2.8M
5	PPSC Investment Service Corp	Shares	192.0KSH	$2.3M
6	Fiduciary Alliance LLC	Shares	177.2KSH	$2.1M
7	Whitaker-Myers Wealth Managers, LTD.	Shares	144.8KSH	$1.7M
8	Corecam Pte. Ltd.	Shares	140.7KSH	$1.7M
9	Cobblestone Asset Management LLC	Shares	130.8KSH	$1.6M
10	MFG WEALTH MANAGEMENT, INC.	Shares	122.2KSH	$1.5M
11	Counterweight Ventures, LLC	Shares	120.1KSH	$1.4M
12	Tactive Advisors, LLC	Shares	113.8KSH	$1.4M
13	Lauer Wealth, LLC	CALL	81.5KSH	$1.2M
14	IFP Advisors, Inc	Shares	87.4KSH	$1.0M
15	BENJAMIN EDWARDS INC	Shares	82.7KSH	$982.8K
16	Farther Finance Advisors, LLC	Shares	80.4KSH	$955.7K
17	Corecam AG	Shares	66.6KSH	$791.9K
18	Emerald Advisors, LLC	Shares	63.7KSH	$757.2K
19	MEITAV INVESTMENT HOUSE LTD	Shares	56.0KSH	$666.1K
20	CORA CAPITAL ADVISORS LLC	Shares	54.0KSH	$641.6K
21	WATERSHED PRIVATE WEALTH LLC	Shares	52.8KSH	$627.7K
22	NEW WAVE WEALTH ADVISORS LLC	Shares	51.4KSH	$611.4K
23	Platform Technology Partners	Shares	47.3KSH	$562.2K
24	Wealthcare Advisory Partners LLC	Shares	44.2KSH	$525.9K
25	Strong Tower Advisory Services	Shares	41.4KSH	$492.6K
26	Merit Financial Group, LLC	CALL	41.1KSH	$488.7K
27	GHP Investment Advisors, Inc.	Shares	40.0KSH	$475.5K
28	J.W. COLE ADVISORS, INC.	Shares	38.9KSH	$462.5K
29	Paradiem, LLC	Shares	38.1KSH	$452.5K
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	29.1KSH	$394.0K
31	TrueWealth Advisors, LLC	Shares	33.0KSH	$391.8K
32	Union Bancaire Privee, UBP SA	Shares	36.5KSH	$361.1K
33	Private Capital Advisors, Inc.	Shares	30.1KSH	$358.3K
34	Formidable Asset Management, LLC	Shares	22.5KSH	$356.1K
35	Revisor Wealth Management LLC	Shares	29.1KSH	$346.0K
36	Brookstone Capital Management	Shares	28.8KSH	$342.4K
37	Cornerstone Wealth Management, LLC	Shares	28.1KSH	$333.7K
38	Gallacher Capital Management LLC	Shares	27.2KSH	$323.5K
39	NORTHBRIDGE FINANCIAL GROUP, LLC	Shares	24.5KSH	$291.2K
40	Synergy Asset Management, LLC	Shares	24.0KSH	$285.7K
41	Regent Peak Wealth Advisors LLC	Shares	22.5KSH	$267.0K
42	QUANTUM FINANCIAL PARTNERS LLC	Shares	22.5KSH	$267.0K
43	San Luis Wealth Advisors LLC	Shares	22.2KSH	$264.1K
44	Security National Bank	Shares	21.3KSH	$253.8K
45	SIGNATUREFD, LLC	Shares	20.9KSH	$248.2K
46	SJS Investment Consulting Inc.	Shares	20.3KSH	$241.1K
47	Fortis Group Advisors, LLC	Shares	19.2KSH	$228.6K
48	SAX WEALTH ADVISORS, LLC	Shares	13.9KSH	$220.3K
49	GK Wealth Management LLC	Shares	17.7KSH	$210.5K
50	Howard Capital Management Group, LLC	Shares	17.4KSH	$206.3K

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

50 / 140 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	CALL	+3.2M	+$32.6M	$52.4M
2	Lauer Wealth, LLC added	CALL	+45.8K	+$1.1M	$1.2M
3	Alliance Wealth Advisors, LLC /UT added	Shares	+124.2K	+$1.0M	$2.8M
4	Merit Financial Group, LLC added	CALL	+21.2K	+$454.6K	$488.7K
5	Security National Bank new	Shares	+21.3K	+$253.8K	$253.8K
6	SAX WEALTH ADVISORS, LLC new	Shares	+13.9K	+$220.3K	$220.3K
7	GK Wealth Management LLC new	Shares	+17.7K	+$210.5K	$210.5K
8	SJS Investment Consulting Inc. added	Shares	+18.2K	+$207.6K	$241.1K
9	BLUE SQUARE ASSET MANAGEMENT, LLC new	Shares	+17.0K	+$202.1K	$202.1K
10	Keystone Global Partners, LLC new	Shares	+13.9K	+$165.9K	$165.9K
11	Strong Tower Advisory Services added	Shares	+20.4K	+$159.2K	$492.6K
12	KFG WEALTH MANAGEMENT, LLC new	Shares	+13.4K	+$159.1K	$159.1K
13	NEW WAVE WEALTH ADVISORS LLC added	Shares	+22.6K	+$155.9K	$611.4K
14	Whitener Capital Management, Inc. new	Shares	+11.9K	+$141.3K	$141.3K
15	Legacy Financial Strategies, LLC new	Shares	+11.3K	+$134.4K	$134.4K
16	Wealth Group Ltd new	Shares	+11.3K	+$134.1K	$134.1K
17	Comprehensive Financial Consultants Institutional, Inc. new	Shares	+10.7K	+$127.0K	$127.0K
18	Emerald Advisors, LLC added	Shares	+23.6K	+$122.8K	$757.2K
19	Revisor Wealth Management LLC added	Shares	+14.6K	+$115.7K	$346.0K
20	WATERSHED PRIVATE WEALTH LLC added	Shares	+18.9K	+$90.8K	$627.7K
21	Franchise GP Ltd added	Shares	+9.3K	+$81.2K	$199.2K
22	Golden State Wealth Management, LLC added	Shares	+5.6K	+$61.7K	$80.0K
23	Cape Investment Advisory, Inc. new	Shares	+5.0K	+$59.3K	$59.3K
24	Merit Financial Group, LLC new	Shares	+4.2K	+$50.3K	$50.3K
25	Richardson Capital Management LLC new	Shares	+3.1K	+$36.8K	$36.8K
26	Wealthcare Advisory Partners LLC added	Shares	+12.8K	+$28.6K	$525.9K
27	Cornerstone Wealth Management, LLC added	Shares	+7.9K	+$15.0K	$333.7K
28	Triumph Capital Management added	Shares	+2.0K	+$8.8K	$67.6K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+668	+$6.1K	$14.8K
30	AdvisorNet Financial, Inc added	Shares	+300	+$1.6K	$9.5K
31	BFSG, LLC added	Shares	+140	+$1.0K	$3.6K
32	CX Institutional new	Shares	+290	+$3	$3
33	Roble, Belko & Company, Inc unchanged	Shares	0	-$1	$3
34	PARK AVENUE SECURITIES LLC added	Shares	+3.8K	-$13	$218
35	FNY Investment Advisers, LLC exited	Shares	-2.0K	-$31	$0
36	Bogart Wealth, LLC unchanged	Shares	0	-$122	$369
37	Hughes Financial Services, LLC unchanged	Shares	0	-$205	$618
38	Vermillion Wealth Management, Inc. unchanged	Shares	0	-$264	$797
39	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$276	$832
40	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$354	$1.1K
41	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$394	$1.2K
42	ENTRUST FINANCIAL LLC added	Shares	+50	-$560	$4.1K
43	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$591	$1.8K
44	LGT Financial Advisors LLC exited	Shares	-46	-$720	$0
45	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$788	$2.4K
46	Lodestone Wealth Management LLC unchanged	Shares	0	-$1.3K	$3.9K
47	Fortitude Family Office, LLC unchanged	Shares	0	-$1.4K	$4.1K
48	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$1.5K	$4.6K
49	HHM Wealth Advisors, LLC exited	Shares	-100	-$1.6K	$0
50	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	-$1.8K	$5.4K

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