Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 69 loaded

#		Instrument	quantity
1	Catalyst Capital Advisors LLC	Shares	1.5MSH	$69.8M
2	Millburn Ridgefield LLC /DE/	Shares	1.5MSH	$69.8M
3	Union Bancaire Privee, UBP SA	Shares	472.5KSH	$21.8M
4	Rathbones Group PLC	Shares	398.8KSH	$18.4M
5	GHP Investment Advisors, Inc.	Shares	162.9KSH	$7.5M
6	Sharper & Granite LLC	Shares	152.6KSH	$7.0M
7	Pictet North America Advisors SA	Shares	140.0KSH	$6.5M
8	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	97.5KSH	$4.5M
9	Sarasin & Partners LLP	Shares	87.0KSH	$4.0M
10	Prospera Financial Services Inc	Shares	49.6KSH	$2.3M
11	MATAURO, LLC	Shares	45.7KSH	$2.1M
12	Y-Intercept (Hong Kong) Ltd	Shares	37.3KSH	$1.7M
13	Vertex Investment Solutions Co., Ltd.	Shares	36.9KSH	$1.7M
14	Legacy Wealth Partners, LLC	Shares	36.8KSH	$1.7M
15	Barry Investment Advisors, LLC	Shares	31.0KSH	$1.4M
16	Onyx Bridge Wealth Group LLC	Shares	28.3KSH	$1.3M
17	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	26.8KSH	$1.2M
18	Sage Capital Management, LLC	Shares	26.4KSH	$1.2M
19	LMCG INVESTMENTS, LLC	Shares	26.3KSH	$1.2M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.8KSH	$1.1M
21	Balefire, LLC	Shares	23.2KSH	$1.1M
22	Henrickson Nauta Wealth Advisors, Inc.	Shares	20.2KSH	$934.1K
23	ACIMA PRIVATE WEALTH, LLC	Shares	18.5KSH	$852.6K
24	Boltwood Capital Management	Shares	17.4KSH	$801.7K
25	BFI Infinity Ltd.	Shares	13.2KSH	$606.7K
26	Dynamic Wealth Strategies, LLC	Shares	12.5KSH	$575.8K
27	SIGNATUREFD, LLC	Shares	11.9KSH	$550.7K
28	LAFFER TENGLER INVESTMENTS, INC.	Shares	11.6KSH	$535.2K
29	IFP Advisors, Inc	Shares	11.5KSH	$531.0K
30	Farther Finance Advisors, LLC	Shares	10.7KSH	$494.0K
31	VISIONARY HORIZONS, LLC	Shares	10.6KSH	$487.5K
32	FIDUCIARY FINANCIAL GROUP, LLC	Shares	8.2KSH	$380.5K
33	Merit Financial Group, LLC	Shares	7.9KSH	$362.7K
34	Tactive Advisors, LLC	Shares	7.3KSH	$338.6K
35	Sterling Investment Counsel, LLC	Shares	6.6KSH	$306.3K
36	Climber Capital SA	Shares	6.8KSH	$303.7K
37	SUMMITRY LLC	Shares	6.5KSH	$301.7K
38	JGP Wealth Management, LLC	Shares	6.5KSH	$298.2K
39	Composition Wealth, LLC	Shares	6.0KSH	$278.6K
40	Ignite Planners, LLC	Shares	5.3KSH	$246.0K
41	SteelPeak Wealth, LLC	Shares	5.3KSH	$245.6K
42	Mirae Asset Global Investments Co., Ltd.	Shares	5.3KSH	$244.5K
43	BOS Asset Management, LLC	Shares	5.0KSH	$232.7K
44	Finley Financial, LLC	Shares	5.0KSH	$232.5K
45	AlphaCentric Advisors LLC	Shares	3.3KSH	$150.0K
46	Curat Global, LLC	Shares	2.7KSH	$122.4K
47	MassMutual Private Wealth & Trust, FSB	Shares	2.4KSH	$109.0K
48	CITY HOLDING CO	Shares	2.0KSH	$92.3K
49	3 FACTOR INDEXING, LLC	Shares	1.6KSH	$74.9K
50	Arlington Trust Co LLC	Shares	765SH	$35.3K

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

50 / 73 loaded

#		Instrument
1	Catalyst Capital Advisors LLC added	Shares	+73.6K	+$4.2M	$69.8M
2	Millburn Ridgefield LLC /DE/ added	Shares	+73.6K	+$4.2M	$69.8M
3	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+48.5K	+$2.3M	$4.5M
4	Legacy Wealth Partners, LLC new	Shares	+36.8K	+$1.7M	$1.7M
5	Vertex Investment Solutions Co., Ltd. added	Shares	+27.7K	+$1.3M	$1.7M
6	Y-Intercept (Hong Kong) Ltd added	Shares	+27.1K	+$1.3M	$1.7M
7	Balefire, LLC new	Shares	+23.2K	+$1.1M	$1.1M
8	Union Bancaire Privee, UBP SA trimmed	Shares	-3.6K	+$664.0K	$21.8M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.5K	+$400.0K	$1.1M
10	Merit Financial Group, LLC new	Shares	+7.9K	+$362.7K	$362.7K
11	SUMMITRY LLC new	Shares	+6.5K	+$301.7K	$301.7K
12	Farther Finance Advisors, LLC added	Shares	+5.4K	+$246.7K	$494.0K
13	Ignite Planners, LLC new	Shares	+5.3K	+$246.0K	$246.0K
14	Sharper & Granite LLC added	Shares	+2.0K	+$181.3K	$7.0M
15	Pictet North America Advisors SA added	Shares	+2.1K	+$177.9K	$6.5M
16	Boltwood Capital Management added	Shares	+2.9K	+$142.2K	$801.7K
17	IFP Advisors, Inc added	Shares	+2.8K	+$135.2K	$531.0K
18	CITY HOLDING CO new	Shares	+2.0K	+$92.3K	$92.3K
19	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+700	+$47.4K	$1.2M
20	SteelPeak Wealth, LLC added	Shares	+866	+$42.5K	$245.6K
21	Sterling Investment Counsel, LLC added	Shares	+656	+$33.7K	$306.3K
22	Sage Capital Management, LLC added	Shares	+262	+$27.2K	$1.2M
23	Tactive Advisors, LLC added	Shares	+400	+$22.5K	$338.6K
24	SIGNATUREFD, LLC added	Shares	+129	+$12.8K	$550.7K
25	Henrickson Nauta Wealth Advisors, Inc. unchanged	Shares	0	+$11.7K	$934.1K
26	AlphaCentric Advisors LLC added	Shares	+208	+$11.4K	$150.0K
27	Barry Investment Advisors, LLC trimmed	Shares	-173	+$10.1K	$1.4M
28	Capital Investment Advisory Services, LLC new	Shares	+177	+$8.2K	$8.2K
29	BFI Infinity Ltd. unchanged	Shares	0	+$7.6K	$606.7K
30	Blue Trust, Inc. new	Shares	+147	+$6.8K	$6.8K
31	LAFFER TENGLER INVESTMENTS, INC. unchanged	Shares	0	+$6.7K	$535.2K
32	JGP Wealth Management, LLC added	Shares	+44	+$5.8K	$298.2K
33	LifeSteps Financial, Inc. new	Shares	+120	+$5.5K	$5.5K
34	FIDUCIARY FINANCIAL GROUP, LLC unchanged	Shares	0	+$4.8K	$380.5K
35	Mosley Wealth Management new	Shares	+85	+$3.9K	$3.9K
36	Composition Wealth, LLC added	Shares	+5	+$3.7K	$278.6K
37	BOS Asset Management, LLC unchanged	Shares	0	+$2.9K	$232.7K
38	Finley Financial, LLC unchanged	Shares	0	+$2.9K	$232.5K
39	Curat Global, LLC unchanged	Shares	0	+$1.2K	$122.4K
40	3 FACTOR INDEXING, LLC unchanged	Shares	0	+$942	$74.9K
41	PARK AVENUE SECURITIES LLC added	Shares	+13.1K	+$626	$2.3K
42	Arlington Trust Co LLC unchanged	Shares	0	+$444	$35.3K
43	Tower View Wealth Management LLC added	Shares	+5	+$434	$16.2K
44	AdvisorNet Financial, Inc unchanged	Shares	0	+$174	$13.8K
45	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$94	$7.5K
46	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$58	$4.6K
47	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$46	$3.6K
48	Reyes Financial Architecture, Inc. unchanged	Shares	0	+$29	$2.3K
49	Founders Capital Management unchanged	Shares	0	+$28	$2.2K
50	CX Institutional unchanged	Shares	0	$0	$3

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