Filing Research | iShares 0-5 Yr Inv Grd Corp Bond ETF Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	FARMERS & MERCHANTS INVESTMENTS INC	Shares	982.4KSH	$49.5M
2	Crews Bank & Trust	Shares	788.5KSH	$39.7M
3	Wiser Wealth Management, Inc	Shares	510.3KSH	$25.7M
4	VOISARD ASSET MANAGEMENT GROUP, INC.	Shares	394.1KSH	$19.8M
5	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	250.7KSH	$12.6M
6	NDWM LLC	Shares	150.1KSH	$7.6M
7	Ifrah Financial Services, Inc.	Shares	134.3KSH	$6.8M
8	ALTERNA WEALTH MANAGEMENT, INC	Shares	119.7KSH	$6.0M
9	Rosenberg Matthew Hamilton	Shares	83.7KSH	$4.2M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	75.1KSH	$3.8M
11	IFP Advisors, Inc	Shares	73.6KSH	$3.7M
12	JGP Wealth Management, LLC	Shares	58.8KSH	$3.0M
13	Portus Wealth Advisors, LLC	Shares	51.0KSH	$2.6M
14	Life Planning Partners, Inc	Shares	50.9KSH	$2.6M
15	Topor & Co. Korea	Shares	42.6KSH	$2.1M
16	Laurel Wealth Advisors LLC	Shares	40.6KSH	$2.0M
17	CARY STREET PARTNERS FINANCIAL LLC	Shares	26.2KSH	$1.3M
18	City Center Advisors, LLC	Shares	21.8KSH	$1.1M
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	21.7KSH	$1.1M
20	FC Advisory LLC	Shares	19.6KSH	$986.7K
21	Private Wealth Group, LLC	Shares	17.0KSH	$857.2K
22	Factor Wealth Management LTD	Shares	13.7KSH	$691.4K
23	4J Wealth Management LLC	Shares	13.1KSH	$660.8K
24	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	11.4KSH	$576.5K
25	KELLY FINANCIAL GROUP LLC	Shares	11.2KSH	$563.4K
26	Wolff Financial Management LLC	Shares	10.5KSH	$529.8K
27	Central Pacific Bank - Trust Division	Shares	10.5KSH	$528.6K
28	Apollon Wealth Management, LLC	Shares	7.8KSH	$392.3K
29	PFG Advisors	Shares	7.3KSH	$367.4K
30	Spire Wealth Management	Shares	6.8KSH	$343.4K
31	Hoxton Planning & Management, LLC	Shares	6.7KSH	$338.7K
32	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	5.9KSH	$299.1K
33	INDEPENDENT FINANCIAL GROUP, LLC	Shares	5.9KSH	$298.7K
34	LexAurum Advisors, LLC	Shares	5.1KSH	$258.5K
35	SEMITAM BONAM LLC	Shares	4.9KSH	$248.9K
36	Secure Asset Management, LLC	Shares	4.9KSH	$246.3K
37	NOVEM GROUP	Shares	4.6KSH	$234.1K
38	Alhambra Investment Management LLC	Shares	4.4KSH	$220.7K
39	VAQUERO PRIVATE WEALTH, LTD	Shares	4.4KSH	$219.2K
40	Avior Wealth Management, LLC	Shares	4.2KSH	$211.5K
41	AdvisorNet Financial, Inc	Shares	4.2KSH	$209.4K
42	GUYASUTA INVESTMENT ADVISORS INC	Shares	2.0KSH	$202.4K
43	Wagner Wealth Management, LLC	Shares	3.4KSH	$169.3K
44	LRI Investments, LLC	Shares	2.0KSH	$98.7K
45	Triumph Capital Management	Shares	1.4KSH	$68.1K
46	Atlantic Edge Private Wealth Management, LLC	Shares	800SH	$40.3K
47	Farther Finance Advisors, LLC	Shares	602SH	$30.3K
48	LANARK FINANCIAL, INC.	Shares	396SH	$20.0K
49	Lodestone Wealth Management LLC	Shares	349SH	$17.6K
50	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	349SH	$17.6K

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

50 / 59 loaded

#		Instrument
1	Crews Bank & Trust added	Shares	+28.9K	+$1.4M	$39.7M
2	NDWM LLC added	Shares	+21.4K	+$1.1M	$7.6M
3	INTEGRAL INVESTMENT ADVISORS, INC. added	Shares	+21.3K	+$1.0M	$12.6M
4	Wiser Wealth Management, Inc added	Shares	+18.9K	+$893.2K	$25.7M
5	IFP Advisors, Inc added	Shares	+13.9K	+$693.4K	$3.7M
6	PARSONS CAPITAL MANAGEMENT INC/RI new	Shares	+11.4K	+$576.5K	$576.5K
7	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+11.4K	+$455.8K	$49.5M
8	GUYASUTA INVESTMENT ADVISORS INC new	Shares	+2.0K	+$202.4K	$202.4K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.7K	+$169.8K	$3.8M
10	Wagner Wealth Management, LLC new	Shares	+3.4K	+$169.3K	$169.3K
11	Laurel Wealth Advisors LLC added	Shares	+2.0K	+$100.5K	$2.0M
12	Portus Wealth Advisors, LLC added	Shares	+1.1K	+$50.9K	$2.6M
13	City Center Advisors, LLC added	Shares	+1.0K	+$49.7K	$1.1M
14	Ifrah Financial Services, Inc. added	Shares	+1.2K	+$45.9K	$6.8M
15	Life Planning Partners, Inc added	Shares	+1.0K	+$45.4K	$2.6M
16	LexAurum Advisors, LLC added	Shares	+771	+$38.3K	$258.5K
17	Apollon Wealth Management, LLC added	Shares	+675	+$33.1K	$392.3K
18	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+367	+$15.4K	$1.3M
19	NOVEM GROUP added	Shares	+246	+$11.9K	$234.1K
20	Secure Asset Management, LLC added	Shares	+229	+$11.0K	$246.3K
21	Hoxton Planning & Management, LLC added	Shares	+219	+$10.3K	$338.7K
22	Farther Finance Advisors, LLC added	Shares	+129	+$6.5K	$30.3K
23	CARY STREET PARTNERS INVESTMENT ADVISORY LLC new	Shares	+109	+$5.5K	$5.5K
24	FC Advisory LLC added	Shares	+114	+$3.4K	$986.7K
25	Lodestone Wealth Management LLC added	Shares	+4	+$151	$17.6K
26	Harbor Asset Planning, Inc. added	Shares	+3	+$100	$11.7K
27	LANARK FINANCIAL, INC. added	Shares	+2	+$57	$20.0K
28	EverSource Wealth Advisors, LLC unchanged	Shares	0	$0	$101
29	Capital Investment Advisory Services, LLC unchanged	Shares	0	-$21	$8.8K
30	Triumph Capital Management added	Shares	+2	-$34	$68.1K
31	LRI Investments, LLC unchanged	Shares	0	-$235	$98.7K
32	THOMPSON INVESTMENT MANAGEMENT, INC. trimmed	Shares	-5	-$294	$17.6K
33	Avior Wealth Management, LLC unchanged	Shares	0	-$504	$211.5K
34	Alhambra Investment Management LLC unchanged	Shares	0	-$526	$220.7K
35	SEMITAM BONAM LLC unchanged	Shares	0	-$593	$248.9K
36	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	-$712	$298.7K
37	Spire Wealth Management unchanged	Shares	0	-$818	$343.4K
38	Central Pacific Bank - Trust Division unchanged	Shares	0	-$1.3K	$528.6K
39	Investors Research Corp exited	Shares	-92	-$4.6K	$0
40	Topor & Co. Korea unchanged	Shares	0	-$5.1K	$2.1M
41	AdvisorNet Financial, Inc trimmed	Shares	-238	-$12.5K	$209.4K
42	Sound Income Strategies, LLC exited	Shares	-296	-$14.9K	$0
43	Atlantic Edge Private Wealth Management, LLC trimmed	Shares	-500	-$25.3K	$40.3K
44	4J Wealth Management LLC trimmed	Shares	-553	-$29.5K	$660.8K
45	Wolff Financial Management LLC trimmed	Shares	-600	-$31.6K	$529.8K
46	KELLY FINANCIAL GROUP LLC trimmed	Shares	-629	-$33.1K	$563.4K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-1.8K	-$95.1K	$1.1M
48	JGP Wealth Management, LLC trimmed	Shares	-1.9K	-$101.8K	$3.0M
49	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed	Shares	-2.8K	-$142.6K	$299.1K
50	CFG Wealth Management Services, Inc. exited	Shares	-3.2K	-$161.6K	$0

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