Filing Research | ISHARES US REAL ESTATE ETF Institutional Holdings

Snapshot holdings

50 / 131 loaded

#		Instrument	quantity
1	SBI Okasan Asset Management Co.Ltd.	Shares	1.0MSH	$106.0M
2	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	545.8KSH	$55.8M
3	Magnus Financial Group LLC	Shares	181.9KSH	$18.6M
4	Financial Advisory Corp	Shares	152.9KSH	$15.6M
5	UNIQUE WEALTH, LLC	Shares	91.9KSH	$9.4M
6	Matthew Goff Investment Advisor, LLC	Shares	65.3KSH	$6.7M
7	COURIER CAPITAL LLC	Shares	63.9KSH	$6.5M
8	ADAMS DIVERSIFIED EQUITY FUND, INC.	Shares	62.9KSH	$6.4M
9	Omega Financial Group, LLC	Shares	62.3KSH	$6.4M
10	ARKANSAS FINANCIAL GROUP, INC.	Shares	52.3KSH	$5.3M
11	MISSION WEALTH MANAGEMENT, LP	Shares	48.8KSH	$5.0M
12	ABSOLUTE INVESTMENT ADVISERS, LLC	Shares	42.3KSH	$4.3M
13	REBALANCE, LLC	Shares	39.6KSH	$4.0M
14	Rodgers & Associates, LTD	Shares	39.3KSH	$4.0M
15	Pictet North America Advisors SA	Shares	37.4KSH	$3.8M
16	FORTE ASSET MANAGEMENT LLC	Shares	37.1KSH	$3.8M
17	Fairway Wealth LLC	Shares	36.3KSH	$3.7M
18	SHEETS SMITH WEALTH MANAGEMENT	Shares	36.0KSH	$3.7M
19	Allegheny Financial Group	Shares	35.5KSH	$3.6M
20	Mirae Asset Global Investments Co., Ltd.	Shares	31.0KSH	$3.2M
21	SBI Securities Co., Ltd.	Shares	28.9KSH	$3.0M
22	JFS WEALTH ADVISORS, LLC	Shares	28.5KSH	$2.9M
23	Composition Wealth, LLC	Shares	27.8KSH	$2.8M
24	Dogwood Wealth Management LLC	Shares	24.1KSH	$2.5M
25	FIRST FINANCIAL CORP /IN/	Shares	20.6KSH	$2.1M
26	Sowell Financial Services LLC	Shares	19.8KSH	$2.0M
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	18.7KSH	$1.9M
28	Cordant, Inc.	Shares	18.9KSH	$1.9M
29	Grey Fox Wealth Advisors, LLC	Shares	17.8KSH	$1.8M
30	SOA Wealth Advisors, LLC.	Shares	17.8KSH	$1.8M
31	Legacy Private Trust Co.	Shares	17.7KSH	$1.8M
32	First Citizens Financial Corp	Shares	17.4KSH	$1.8M
33	Gray Private Wealth, LLC	Shares	16.9KSH	$1.7M
34	Embree Financial Group	Shares	14.9KSH	$1.5M
35	Upper Left Wealth Management, LLC	Shares	13.9KSH	$1.4M
36	Apella Capital, LLC	Shares	13.3KSH	$1.4M
37	Financial & Tax Architects, LLC	Shares	12.1KSH	$1.2M
38	Sequoia Financial Advisors, LLC	Shares	11.4KSH	$1.2M
39	STERLING INVESTMENT ADVISORS LLC /ADV	Shares	10.9KSH	$1.1M
40	WEST MICHIGAN ADVISORS, LLC	Shares	10.9KSH	$1.0M
41	Finley Financial, LLC	Shares	9.8KSH	$996.9K
42	Courage Miller Partners, LLC	Shares	7.8KSH	$798.5K
43	ENCOMPASS WEALTH ADVISORS, LLC	Shares	7.7KSH	$782.8K
44	ELEVATION WEALTH PARTNERS, LLC	Shares	6.8KSH	$694.2K
45	Farther Finance Advisors, LLC	Shares	6.7KSH	$684.0K
46	Bucket List Wealth Management, LLC	Shares	6.5KSH	$660.0K
47	Prospera Financial Services Inc	Shares	6.4KSH	$653.9K
48	Covenant Asset Management, LLC	Shares	6.3KSH	$649.0K
49	Waldron Private Wealth LLC	Shares	6.2KSH	$638.7K
50	NWAM LLC	Shares	6.2KSH	$634.2K

Scroll to load more

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

50 / 135 loaded

#		Instrument
1	SBI Okasan Asset Management Co.Ltd. new	Shares	+1.0M	+$106.0M	$106.0M
2	Sumitomo Mitsui DS Asset Management Company, Ltd new	Shares	+545.8K	+$55.8M	$55.8M
3	Matthew Goff Investment Advisor, LLC new	Shares	+65.3K	+$6.7M	$6.7M
4	ADAMS DIVERSIFIED EQUITY FUND, INC. new	Shares	+62.9K	+$6.4M	$6.4M
5	ABSOLUTE INVESTMENT ADVISERS, LLC new	Shares	+42.3K	+$4.3M	$4.3M
6	Composition Wealth, LLC added	Shares	+21.6K	+$2.3M	$2.8M
7	Magnus Financial Group LLC added	Shares	+6.4K	+$2.0M	$18.6M
8	Financial Advisory Corp added	Shares	+2.6K	+$1.4M	$15.6M
9	COURIER CAPITAL LLC added	Shares	+3.1K	+$788.6K	$6.5M
10	UNIQUE WEALTH, LLC added	Shares	+405	+$745.4K	$9.4M
11	J.W. COLE ADVISORS, INC. new	Shares	+6.2K	+$633.6K	$633.6K
12	Fairway Wealth LLC added	Shares	+1.8K	+$445.2K	$3.7M
13	FORTE ASSET MANAGEMENT LLC added	Shares	+1.1K	+$389.6K	$3.8M
14	Omega Financial Group, LLC trimmed	Shares	-1.3K	+$358.1K	$6.4M
15	SBI Securities Co., Ltd. added	Shares	+1.4K	+$356.2K	$3.0M
16	Dogwood Wealth Management LLC added	Shares	+1.8K	+$356.2K	$2.5M
17	Y-Intercept (Hong Kong) Ltd new	Shares	+3.3K	+$340.9K	$340.9K
18	Grey Fox Wealth Advisors, LLC added	Shares	+1.8K	+$304.8K	$1.8M
19	Pictet North America Advisors SA unchanged	Shares	0	+$287.9K	$3.8M
20	SHEETS SMITH WEALTH MANAGEMENT unchanged	Shares	0	+$276.8K	$3.7M
21	Allegheny Financial Group trimmed	Shares	-187	+$255.3K	$3.6M
22	Praxis Capital Management LLC new	Shares	+2.4K	+$245.4K	$245.4K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+977	+$226.6K	$1.9M
24	Riverbend Wealth Management, LLC new	Shares	+2.1K	+$218.2K	$218.2K
25	TRAPHAGEN INVESTMENT ADVISORS LLC new	Shares	+2.0K	+$207.9K	$207.9K
26	FIRST FINANCIAL CORP /IN/ added	Shares	+252	+$182.6K	$2.1M
27	Sowell Financial Services LLC added	Shares	+293	+$180.0K	$2.0M
28	JFS WEALTH ADVISORS, LLC trimmed	Shares	-561	+$166.2K	$2.9M
29	ARKANSAS FINANCIAL GROUP, INC. trimmed	Shares	-759	+$137.9K	$5.3M
30	MISSION WEALTH MANAGEMENT, LP trimmed	Shares	-2.5K	+$136.1K	$5.0M
31	Rodgers & Associates, LTD trimmed	Shares	-1.9K	+$126.4K	$4.0M
32	STERLING INVESTMENT ADVISORS LLC /ADV added	Shares	+248	+$107.1K	$1.1M
33	Cordant, Inc. trimmed	Shares	-432	+$104.2K	$1.9M
34	Farther Finance Advisors, LLC added	Shares	+504	+$97.1K	$684.0K
35	Upper Left Wealth Management, LLC trimmed	Shares	-181	+$89.8K	$1.4M
36	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$87.6K	$1.2M
37	Financial & Tax Architects, LLC trimmed	Shares	-69	+$86.6K	$1.2M
38	First Citizens Financial Corp trimmed	Shares	-534	+$83.0K	$1.8M
39	Gray Private Wealth, LLC trimmed	Shares	-531	+$79.8K	$1.7M
40	Alhambra Investment Management LLC added	Shares	+494	+$79.6K	$436.7K
41	Courage Miller Partners, LLC added	Shares	+172	+$76.3K	$798.5K
42	Finley Financial, LLC unchanged	Shares	0	+$75.0K	$996.9K
43	Embree Financial Group trimmed	Shares	-593	+$58.3K	$1.5M
44	Bucket List Wealth Management, LLC added	Shares	+34	+$52.8K	$660.0K
45	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$52.5K	$495.1K
46	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$52.2K	$694.2K
47	Waldron Private Wealth LLC unchanged	Shares	0	+$48.0K	$638.7K
48	ENCOMPASS WEALTH ADVISORS, LLC trimmed	Shares	-122	+$47.3K	$782.8K
49	D.A. DAVIDSON & CO. added	Shares	+107	+$45.9K	$477.0K
50	Prospera Financial Services Inc trimmed	Shares	-37	+$45.7K	$653.9K

Scroll to load more