Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 420 loaded

#		Instrument	quantity
1	Auto-Owners Insurance Co	Shares	4.0MSH	$303.4M
2	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	2.2MSH	$167.1M
3	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	2.1MSH	$163.4M
4	Envestnet Portfolio Solutions, Inc.	Shares	1.8MSH	$136.6M
5	Composition Wealth, LLC	Shares	1.7MSH	$131.6M
6	Merit Financial Group, LLC	Shares	1.5MSH	$116.7M
7	ASPIRIANT, LLC	Shares	1.1MSH	$81.2M
8	Financial Synergies Wealth Advisors, Inc.	Shares	877.3KSH	$67.2M
9	BRAVE ASSET MANAGEMENT INC	Shares	820.4KSH	$62.8M
10	CARY STREET PARTNERS FINANCIAL LLC	Shares	814.2KSH	$60.9M
11	Octavia Wealth Advisors, LLC	Shares	530.2KSH	$40.6M
12	WALLER FINANCIAL PLANNING GROUP, INC	Shares	519.9KSH	$39.8M
13	Affinity Capital Advisors, LLC	Shares	442.4KSH	$34.7M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	412.7KSH	$32.3M
15	Townsend & Associates, Inc	Shares	395.1KSH	$30.8M
16	Farther Finance Advisors, LLC	Shares	351.4KSH	$26.9M
17	INTEGRATED CAPITAL MANAGEMENT, INC.	Shares	275.1KSH	$21.1M
18	JOHNSON INVESTMENT COUNSEL INC	Shares	270.1KSH	$20.7M
19	Plancorp, LLC	Shares	264.7KSH	$20.7M
20	Elevated Financial Group LLC	Shares	237.5KSH	$18.2M
21	GREENLEAF TRUST	Shares	234.3KSH	$17.9M
22	Accredited Investors Inc.	Shares	231.5KSH	$17.7M
23	Sequoia Financial Advisors, LLC	Shares	203.7KSH	$15.6M
24	Strategic Blueprint, LLC	Shares	199.4KSH	$15.3M
25	UNIQUE WEALTH, LLC	Shares	185.6KSH	$14.2M
26	SAX WEALTH ADVISORS, LLC	Shares	179.2KSH	$13.3M
27	LifeWealth Investments, LLC	Shares	172.0KSH	$13.2M
28	Sharkey, Howes & Javer	Shares	163.4KSH	$12.5M
29	RTD Financial Advisors, Inc.	Shares	158.1KSH	$12.1M
30	CLIENT 1ST ADVISORY GROUP, LLC	Shares	157.5KSH	$12.1M
31	Shum Financial Group, Inc.	Shares	155.6KSH	$11.9M
32	Central Pacific Bank - Trust Division	Shares	143.9KSH	$11.0M
33	Forthright Family Wealth Advisory LLC	Shares	143.0KSH	$10.9M
34	Centerline Wealth Advisors, LLC	Shares	142.2KSH	$10.9M
35	Apollon Wealth Management, LLC	Shares	139.2KSH	$10.7M
36	Prospera Financial Services Inc	Shares	137.1KSH	$10.5M
37	WATERSHED PRIVATE WEALTH LLC	Shares	132.0KSH	$10.1M
38	SteelPeak Wealth, LLC	Shares	126.3KSH	$9.7M
39	EQ LLC	Shares	125.9KSH	$9.6M
40	Fifth Third Wealth Advisors LLC	Shares	124.2KSH	$9.5M
41	Wealthcare Advisory Partners LLC	Shares	120.5KSH	$9.2M
42	Apella Capital, LLC	Shares	115.0KSH	$9.0M
43	COURIER CAPITAL LLC	Shares	117.2KSH	$9.0M
44	Brady Martz Wealth Solutions, LLC	Shares	116.5KSH	$8.9M
45	Spire Wealth Management	Shares	114.8KSH	$8.8M
46	Capital Advantage, Inc.	Shares	111.9KSH	$8.6M
47	Ocean Park Asset Management, LLC	Shares	111.4KSH	$8.5M
48	Storen Legacy Partners, LLC	Shares	108.4KSH	$8.3M
49	CoreCap Advisors, LLC	Shares	99.7KSH	$7.6M
50	Montecito Bank & Trust	Shares	97.8KSH	$7.5M

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

50 / 450 loaded

#		Instrument
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+125.5K	+$14.0M	$163.4M
2	Ocean Park Asset Management, LLC new	Shares	+111.4K	+$8.5M	$8.5M
3	BRAVE ASSET MANAGEMENT INC added	Shares	+82.8K	+$8.0M	$62.8M
4	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+83.0K	+$7.9M	$60.9M
5	Central Pacific Bank - Trust Division added	Shares	+79.4K	+$6.2M	$11.0M
6	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+7.1K	+$5.3M	$167.1M
7	Affinity Capital Advisors, LLC added	Shares	+18.1K	+$3.2M	$34.7M
8	Forthright Family Wealth Advisory LLC trimmed	Shares	-531	+$3.1M	$10.9M
9	Bouvel Investment Partners, LLC new	Shares	+40.5K	+$3.1M	$3.1M
10	Octavia Wealth Advisors, LLC added	Shares	+25.4K	+$3.1M	$40.6M
11	UNIQUE WEALTH, LLC added	Shares	+35.1K	+$3.0M	$14.2M
12	J.W. COLE ADVISORS, INC. new	Shares	+38.9K	+$3.0M	$3.0M
13	FORTE ASSET MANAGEMENT LLC new	Shares	+38.3K	+$2.9M	$2.9M
14	Golden State Wealth Management, LLC added	Shares	+36.9K	+$2.9M	$5.7M
15	Centerline Wealth Advisors, LLC added	Shares	+29.2K	+$2.5M	$10.9M
16	Elevated Financial Group LLC added	Shares	+22.9K	+$2.2M	$18.2M
17	Storen Legacy Partners, LLC added	Shares	+26.5K	+$2.2M	$8.3M
18	WALLER FINANCIAL PLANNING GROUP, INC added	Shares	+8.6K	+$1.8M	$39.8M
19	ASPIRIANT, LLC trimmed	Shares	-8.5K	+$1.7M	$81.2M
20	INTEGRATED CAPITAL MANAGEMENT, INC. added	Shares	+14.8K	+$1.7M	$21.1M
21	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+17.7K	+$1.5M	$6.0M
22	Cyndeo Wealth Partners, LLC added	Shares	+17.2K	+$1.4M	$3.9M
23	JOHNSON INVESTMENT COUNSEL INC added	Shares	+10.6K	+$1.4M	$20.7M
24	LifeWealth Investments, LLC added	Shares	+11.1K	+$1.2M	$13.2M
25	Plancorp, LLC added	Shares	+13.7K	+$1.1M	$20.7M
26	CLIENT 1ST ADVISORY GROUP, LLC added	Shares	+9.4K	+$1.0M	$12.1M
27	Hidden Cove Wealth Management, LLC added	Shares	+12.2K	+$995.8K	$3.0M
28	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+10.8K	+$896.8K	$3.3M
29	COURIER CAPITAL LLC added	Shares	+8.3K	+$872.3K	$9.0M
30	Prospera Financial Services Inc added	Shares	+7.4K	+$848.7K	$10.5M
31	Key FInancial Inc added	Shares	+8.5K	+$780.1K	$5.1M
32	Shum Financial Group, Inc. added	Shares	+5.4K	+$743.0K	$11.9M
33	Sequoia Financial Advisors, LLC added	Shares	+3.3K	+$691.3K	$15.6M
34	Innova Wealth Partners added	Shares	+8.5K	+$676.9K	$1.5M
35	Fermata Advisors, LLC added	Shares	+7.8K	+$617.9K	$1.3M
36	Balefire, LLC added	Shares	+7.7K	+$600.9K	$1.0M
37	Creative Capital Management Investments LLC new	Shares	+7.6K	+$581.0K	$581.0K
38	Pacific Excel Wealth Advisors, Inc. added	Shares	+6.5K	+$512.4K	$966.2K
39	Etesian Wealth Advisors, Inc. added	Shares	+5.3K	+$458.6K	$2.2M
40	SAX WEALTH ADVISORS, LLC trimmed	Shares	-1.7K	+$406.6K	$13.3M
41	Walleye Partners, LLC added	Shares	+4.9K	+$400.3K	$1.2M
42	Brady Martz Wealth Solutions, LLC added	Shares	+1.8K	+$390.3K	$8.9M
43	Wealthcare Advisory Partners LLC added	Shares	+1.7K	+$389.7K	$9.2M
44	Monument Capital Management new	Shares	+4.4K	+$338.0K	$338.0K
45	Fairvoy Private Wealth, LLC added	Shares	+4.2K	+$336.7K	$903.9K
46	Winthrop Advisory Group LLC new	Shares	+4.2K	+$318.4K	$318.4K
47	Diversified Trust Co new	Shares	+4.2K	+$318.4K	$318.4K
48	MISSION WEALTH MANAGEMENT, LP added	Shares	+3.8K	+$316.2K	$1.1M
49	SAGE FINANCIAL GROUP INC added	Shares	+2.7K	+$315.5K	$3.9M
50	Montecito Bank & Trust added	Shares	+1.2K	+$303.0K	$7.5M

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