Filing Research | ISHARES 1000 VALUE ETF Institutional Holdings

Snapshot holdings

50 / 697 loaded

#		Instrument	quantity
1	Stairway Partners, LLC	Shares	1.3MSH	$322.9M
2	Oakworth Capital, Inc.	Shares	877.9KSH	$213.4M
3	Waldron Private Wealth LLC	Shares	853.4KSH	$206.9M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	494.2KSH	$122.0M
5	STEPHENS GROUP ASSET MANAGEMENT, LLC	Shares	428.1KSH	$103.8M
6	Marquette Asset Management, LLC	Shares	397.8KSH	$96.4M
7	Cedar Mountain Advisors, LLC	Shares	395.3KSH	$95.8M
8	LANDAAS & CO /WI /ADV	Shares	385.2KSH	$93.4M
9	Beirne Wealth Consulting Services, LLC	Shares	271.7KSH	$65.9M
10	MISSION WEALTH MANAGEMENT, LP	Shares	265.6KSH	$64.4M
11	SMI Advisory Services, LLC	Shares	255.7KSH	$63.2M
12	Relyea Zuckerberg Hanson LLC	Shares	215.6KSH	$52.3M
13	Mesirow Financial Investment Management, Inc.	Shares	196.5KSH	$47.6M
14	CFS Investment Advisory Services, LLC	Shares	166.1KSH	$41.0M
15	Prospera Financial Services Inc	Shares	166.4KSH	$40.4M
16	PROATHLETE WEALTH MANAGEMENT LLC	Shares	147.0KSH	$35.7M
17	RMR Wealth Builders	Shares	136.5KSH	$33.1M
18	Sylvest Advisors, LLC	Shares	132.2KSH	$32.1M
19	LWM ADVISORS INC	Shares	127.5KSH	$30.9M
20	FIRST HORIZON CORP	Shares	122.2KSH	$29.6M
21	Ryan Investment Management, Inc.	Shares	120.4KSH	$29.2M
22	BTC Capital Management, Inc.	Shares	114.7KSH	$27.8M
23	PFW Advisors LLC	Shares	109.9KSH	$26.6M
24	FULTON BANK, N.A.	Shares	109.0KSH	$26.4M
25	Envestnet Portfolio Solutions, Inc.	Shares	92.3KSH	$22.4M
26	GHP Investment Advisors, Inc.	Shares	88.0KSH	$21.3M
27	NESTEGG ADVISORS, INC.	Shares	80.0KSH	$19.4M
28	RTD Financial Advisors, Inc.	Shares	79.3KSH	$19.2M
29	Newport Capital Group, LLC	Shares	74.5KSH	$18.1M
30	Ballast, Inc.	Shares	74.1KSH	$18.0M
31	Apella Capital, LLC	Shares	69.3KSH	$17.2M
32	WEST BANCORPORATION INC	Shares	70.5KSH	$17.1M
33	SONATA CAPITAL GROUP INC	Shares	67.6KSH	$16.4M
34	Berman McAleer LLC	Shares	67.5KSH	$16.4M
35	Farther Finance Advisors, LLC	Shares	64.2KSH	$15.6M
36	FIRST CITIZENS BANK & TRUST CO	Shares	63.3KSH	$15.3M
37	GENESIS PRIVATE WEALTH, LLC	Shares	63.1KSH	$15.3M
38	Breakwater Capital Group	Shares	61.5KSH	$14.9M
39	Avidian Wealth Enterprises, LLC	Shares	59.7KSH	$14.5M
40	NAPLES GLOBAL ADVISORS, LLC	Shares	58.4KSH	$14.2M
41	Prism Advisors, Inc.	Shares	55.4KSH	$13.4M
42	JFS WEALTH ADVISORS, LLC	Shares	53.2KSH	$12.9M
43	NWAM LLC	Shares	51.9KSH	$12.6M
44	XML Financial, LLC	Shares	50.2KSH	$12.2M
45	Newton One Investments LLC	Shares	50.1KSH	$12.2M
46	Valeo Financial Advisors, LLC	Shares	48.8KSH	$11.8M
47	Diversified Trust Co	Shares	48.6KSH	$11.8M
48	WEBSTER BANK, N. A.	Shares	47.4KSH	$11.5M
49	FMA Wealth Management, LLC	Shares	47.3KSH	$11.5M
50	Montecito Bank & Trust	Shares	46.6KSH	$11.3M

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

50 / 714 loaded

#		Instrument
1	Beirne Wealth Consulting Services, LLC added	Shares	+179.8K	+$46.2M	$65.9M
2	Stairway Partners, LLC added	Shares	+491	+$38.4M	$322.9M
3	Oakworth Capital, Inc. added	Shares	+15.6K	+$29.1M	$213.4M
4	Waldron Private Wealth LLC trimmed	Shares	-16.2K	+$21.1M	$206.9M
5	MISSION WEALTH MANAGEMENT, LP added	Shares	+40.9K	+$16.4M	$64.4M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-3.7K	+$14.7M	$122.0M
7	LANDAAS & CO /WI /ADV added	Shares	+11.7K	+$13.6M	$93.4M
8	Marquette Asset Management, LLC added	Shares	+4.2K	+$12.3M	$96.4M
9	STEPHENS GROUP ASSET MANAGEMENT, LLC trimmed	Shares	-3.0K	+$11.7M	$103.8M
10	Cedar Mountain Advisors, LLC added	Shares	+104	+$11.4M	$95.8M
11	Alexis Investment Partners, LLC new	Shares	+37.1K	+$9.0M	$9.0M
12	J.W. COLE ADVISORS, INC. new	Shares	+35.7K	+$8.6M	$8.6M
13	Relyea Zuckerberg Hanson LLC added	Shares	+9.1K	+$8.1M	$52.3M
14	BTC Capital Management, Inc. added	Shares	+16.2K	+$6.8M	$27.8M
15	Sylvest Advisors, LLC added	Shares	+10.0K	+$5.9M	$32.1M
16	DAVENPORT & Co LLC added	Shares	+23.0K	+$5.8M	$7.8M
17	BUFFALO BUSINESS & ESTATE SERVICES LTD new	Principal	+23.1K	+$5.6M	$5.6M
18	Ryan Investment Management, Inc. added	Shares	+7.5K	+$5.1M	$29.2M
19	SMI Advisory Services, LLC trimmed	Shares	-14.2K	+$4.8M	$63.2M
20	LWM ADVISORS INC added	Shares	+2.2K	+$4.1M	$30.9M
21	RMR Wealth Builders trimmed	Shares	-674	+$3.8M	$33.1M
22	Mesirow Financial Investment Management, Inc. trimmed	Shares	-10.8K	+$3.3M	$47.6M
23	FULTON BANK, N.A. trimmed	Shares	-47	+$3.1M	$26.4M
24	FIRST HORIZON CORP trimmed	Shares	-2.1K	+$3.1M	$29.6M
25	PFW Advisors LLC trimmed	Shares	-1.1K	+$2.9M	$26.6M
26	Newport Capital Group, LLC added	Shares	+3.4K	+$2.9M	$18.1M
27	PROATHLETE WEALTH MANAGEMENT LLC trimmed	Shares	-6.5K	+$2.7M	$35.7M
28	Avidian Wealth Enterprises, LLC added	Shares	+3.9K	+$2.6M	$14.5M
29	GHP Investment Advisors, Inc. trimmed	Shares	-42	+$2.5M	$21.3M
30	Aprio Wealth Management, LLC added	Shares	+7.1K	+$2.5M	$8.4M
31	Sowell Financial Services LLC added	Shares	+6.3K	+$2.5M	$9.4M
32	NESTEGG ADVISORS, INC. added	Shares	+746	+$2.5M	$19.4M
33	EQUITABLE TRUST CO added	Shares	+7.1K	+$2.3M	$6.8M
34	NWAM LLC added	Shares	+3.9K	+$2.3M	$12.6M
35	GENESIS PRIVATE WEALTH, LLC added	Shares	+1.6K	+$2.2M	$15.3M
36	SONATA CAPITAL GROUP INC added	Shares	+928	+$2.1M	$16.4M
37	Financial Management Professionals, Inc. added	Shares	+8.8K	+$2.1M	$2.2M
38	Ballast, Inc. trimmed	Shares	-73	+$2.1M	$18.0M
39	RTD Financial Advisors, Inc. trimmed	Shares	-1.2K	+$2.0M	$19.2M
40	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+5.7K	+$2.0M	$6.4M
41	Revolve Wealth Partners, LLC new	Shares	+8.0K	+$1.9M	$1.9M
42	Farther Finance Advisors, LLC added	Shares	+737	+$1.9M	$15.6M
43	NAPLES GLOBAL ADVISORS, LLC added	Shares	+1.0K	+$1.9M	$14.2M
44	Breakwater Capital Group added	Shares	+262	+$1.8M	$14.9M
45	Prospera Financial Services Inc trimmed	Shares	-14.1K	+$1.8M	$40.4M
46	Valeo Financial Advisors, LLC added	Shares	+1.7K	+$1.8M	$11.8M
47	Berman McAleer LLC trimmed	Shares	-823	+$1.8M	$16.4M
48	Intrua Financial, LLC added	Shares	+6.0K	+$1.8M	$4.0M
49	XML Financial, LLC added	Shares	+940	+$1.6M	$12.2M
50	WEBSTER BANK, N. A. added	Shares	+987	+$1.6M	$11.5M

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