Filing Research | iShares US Technology ETF Institutional Holdings

Snapshot holdings

50 / 441 loaded

#		Instrument	quantity
1	Howard Capital Management Group, LLC	Shares	176.5KSH	$44.5M
2	FIRST MERCHANTS CORP	Shares	161.9KSH	$40.8M
3	PATTON ALBERTSON MILLER GROUP, LLC	Shares	107.8KSH	$27.2M
4	Stillwater Capital Advisors, LLC	Shares	100.1KSH	$25.2M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	93.0KSH	$23.3M
6	RVW Wealth, LLC	Shares	89.8KSH	$22.6M
7	First Citizens Financial Corp	Shares	89.2KSH	$22.5M
8	Mendel Capital Management LLC	Shares	84.8KSH	$21.4M
9	Merit Financial Group, LLC	Shares	83.6KSH	$21.1M
10	FIFTH THIRD SECURITIES, INC.	Shares	66.9KSH	$16.9M
11	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	64.8KSH	$16.3M
12	Pettinga Financial Advisors LLC	Shares	62.9KSH	$15.9M
13	JOHNSON INVESTMENT COUNSEL INC	Shares	62.3KSH	$15.7M
14	Farther Finance Advisors, LLC	Shares	61.7KSH	$15.5M
15	J.W. COLE ADVISORS, INC.	Shares	60.9KSH	$15.4M
16	Finley Financial, LLC	Shares	60.6KSH	$15.3M
17	Prospera Financial Services Inc	Shares	57.8KSH	$14.6M
18	Perkins Coie Trust Co	Shares	52.7KSH	$13.3M
19	Mechanics Bank Trust Department	Shares	51.9KSH	$13.1M
20	High Point Wealth Management, LLC	Shares	50.7KSH	$12.8M
21	INDEPENDENT FINANCIAL GROUP, LLC	Shares	47.5KSH	$12.0M
22	Spire Wealth Management	Shares	45.6KSH	$11.5M
23	Cadent Capital Advisors, LLC	Shares	45.1KSH	$11.4M
24	Essex LLC	Shares	44.8KSH	$11.3M
25	Crown Wealth Group, LLC	Shares	44.2KSH	$11.2M
26	LIFELONG WEALTH ADVISORS, INC.	Shares	43.6KSH	$11.0M
27	SWMG, LLC	Shares	44.0KSH	$10.9M
28	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	42.8KSH	$10.8M
29	CoreCap Advisors, LLC	Shares	40.9KSH	$10.3M
30	Dynamic Advisor Solutions LLC	Shares	40.0KSH	$10.1M
31	Strategic Blueprint, LLC	Shares	36.3KSH	$9.2M
32	Central Pacific Bank - Trust Division	Shares	36.1KSH	$9.1M
33	CARY STREET PARTNERS FINANCIAL LLC	Shares	35.5KSH	$9.0M
34	IFP Advisors, Inc	Shares	33.9KSH	$8.6M
35	Kingsman Wealth Management, Inc.	Shares	33.3KSH	$8.4M
36	Fortitude Family Office, LLC	Shares	32.2KSH	$8.1M
37	Wealth Enhancement Trust Services, Inc.	Shares	32.2KSH	$8.1M
38	CPR Investments Inc.	Shares	30.9KSH	$7.8M
39	WealthBridge Capital Management, LLC	Shares	30.2KSH	$7.6M
40	CFS Investment Advisory Services, LLC	Shares	30.9KSH	$7.5M
41	First Heartland Consultants, Inc.	Shares	29.8KSH	$7.5M
42	Runnymede Capital Advisors, Inc.	Shares	28.9KSH	$7.3M
43	Envestnet Portfolio Solutions, Inc.	Shares	28.9KSH	$7.3M
44	Montecito Bank & Trust	Shares	27.2KSH	$6.9M
45	Security Financial Services, INC.	Shares	26.9KSH	$6.8M
46	Centerline Wealth Advisors, LLC	Shares	25.7KSH	$6.5M
47	Avidian Wealth Enterprises, LLC	Shares	25.7KSH	$6.5M
48	Forthright Family Wealth Advisory LLC	Shares	25.4KSH	$6.4M
49	Elevated Financial Group LLC	Shares	25.3KSH	$6.4M
50	Focus Financial Network, Inc.	Shares	24.7KSH	$6.2M

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

50 / 446 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+60.9K	+$15.4M	$15.4M
2	Howard Capital Management Group, LLC trimmed	Shares	-3.7K	+$11.8M	$44.5M
3	FIRST MERCHANTS CORP trimmed	Shares	-3.9K	+$10.7M	$40.8M
4	Wealth Enhancement Trust Services, Inc. new	Shares	+32.2K	+$8.1M	$8.1M
5	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+25.0K	+$7.9M	$12.0M
6	PATTON ALBERTSON MILLER GROUP, LLC added	Shares	+1.3K	+$7.9M	$27.2M
7	Stillwater Capital Advisors, LLC trimmed	Shares	-785	+$6.9M	$25.2M
8	RVW Wealth, LLC added	Shares	+1.0K	+$6.5M	$22.6M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+959	+$6.2M	$23.3M
10	First Citizens Financial Corp trimmed	Shares	-831	+$6.2M	$22.5M
11	Central Pacific Bank - Trust Division added	Shares	+18.4K	+$5.9M	$9.1M
12	CoreCap Advisors, LLC added	Shares	+15.9K	+$5.8M	$10.3M
13	Mendel Capital Management LLC trimmed	Shares	-1.3K	+$5.8M	$21.4M
14	Merit Financial Group, LLC trimmed	Shares	-988	+$5.7M	$21.1M
15	SWMG, LLC added	Shares	+11.7K	+$5.1M	$10.9M
16	FIFTH THIRD SECURITIES, INC. added	Shares	+1.5K	+$5.0M	$16.9M
17	COTTONWOOD CAPITAL ADVISORS, LLC added	Shares	+924	+$4.8M	$16.3M
18	Crown Wealth Group, LLC added	Shares	+8.5K	+$4.7M	$11.2M
19	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-423	+$4.3M	$15.7M
20	Mechanics Bank Trust Department added	Shares	+2.4K	+$4.1M	$13.1M
21	Finley Financial, LLC trimmed	Shares	-1.1K	+$4.1M	$15.3M
22	Prospera Financial Services Inc trimmed	Shares	-1.4K	+$3.8M	$14.6M
23	High Point Wealth Management, LLC trimmed	Shares	-1.4K	+$3.3M	$12.8M
24	Farther Finance Advisors, LLC trimmed	Shares	-4.7K	+$3.3M	$15.5M
25	CPR Investments Inc. added	Shares	+6.0K	+$3.3M	$7.8M
26	Perkins Coie Trust Co trimmed	Shares	-2.7K	+$3.2M	$13.3M
27	Spire Wealth Management trimmed	Shares	-457	+$3.1M	$11.5M
28	Pettinga Financial Advisors LLC trimmed	Shares	-7.8K	+$3.0M	$15.9M
29	Essex LLC trimmed	Shares	-3.1K	+$2.6M	$11.3M
30	AVALON CAPITAL MANAGEMENT new	Shares	+10.3K	+$2.6M	$2.6M
31	Cadent Capital Advisors, LLC trimmed	Shares	-4.7K	+$2.3M	$11.4M
32	Forthright Family Wealth Advisory LLC trimmed	Shares	-4.9K	+$2.3M	$6.4M
33	Kingsman Wealth Management, Inc. trimmed	Shares	-347	+$2.3M	$8.4M
34	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-1.3K	+$2.3M	$9.0M
35	Fortitude Family Office, LLC unchanged	Shares	0	+$2.3M	$8.1M
36	Dynamic Advisor Solutions LLC trimmed	Shares	-3.5K	+$2.2M	$10.1M
37	IFP Advisors, Inc trimmed	Shares	-1.4K	+$2.1M	$8.6M
38	Strategic Blueprint, LLC trimmed	Shares	-2.8K	+$2.1M	$9.2M
39	Runnymede Capital Advisors, Inc. trimmed	Shares	-20	+$2.0M	$7.3M
40	Elevated Financial Group LLC added	Shares	+948	+$2.0M	$6.4M
41	WealthBridge Capital Management, LLC trimmed	Shares	-1.1K	+$1.9M	$7.6M
42	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-604	+$1.9M	$7.3M
43	Montecito Bank & Trust trimmed	Shares	-106	+$1.9M	$6.9M
44	Security Financial Services, INC. trimmed	Shares	-192	+$1.9M	$6.8M
45	First Heartland Consultants, Inc. trimmed	Shares	-1.5K	+$1.8M	$7.5M
46	Cornerstone Wealth Management, LLC added	Shares	+684	+$1.8M	$6.0M
47	Focus Financial Network, Inc. added	Shares	+281	+$1.8M	$6.2M
48	Avidian Wealth Enterprises, LLC trimmed	Shares	-296	+$1.8M	$6.5M
49	LIFELONG WEALTH ADVISORS, INC. trimmed	Shares	-7.5K	+$1.7M	$11.0M
50	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed	Shares	-292	+$1.7M	$6.2M

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