Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	655.8KSH	$78.3M
2	BFI Infinity Ltd.	Shares	315.3KSH	$37.6M
3	FIDUCIARY FINANCIAL GROUP, LLC	Shares	124.9KSH	$14.9M
4	James Hambro & Partners LLP	Shares	88.9KSH	$10.6M
5	Activest Wealth Management	Shares	82.9KSH	$9.9M
6	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	41.9KSH	$5.0M
7	Rathbones Group PLC	Shares	31.8KSH	$3.8M
8	Pathway Financial Advisors LLC	Shares	28.3KSH	$3.2M
9	ACIMA PRIVATE WEALTH, LLC	Shares	25.0KSH	$3.0M
10	Union Bancaire Privee, UBP SA	Shares	21.4KSH	$2.5M
11	Climber Capital SA	Shares	21.1KSH	$2.0M
12	CONGRESS ASSET MANAGEMENT CO	Shares	15.0KSH	$1.8M
13	Prospera Financial Services Inc	Shares	13.1KSH	$1.6M
14	Envestnet Portfolio Solutions, Inc.	Shares	12.9KSH	$1.5M
15	Apollon Wealth Management, LLC	Shares	11.0KSH	$1.3M
16	BANQUE PICTET & CIE SA	Shares	10.7KSH	$1.3M
17	First Growth Capital LLC	Shares	10.6KSH	$1.3M
18	CAMELOT TECHNOLOGY ADVISORS, INC.	Shares	8.7KSH	$1.0M
19	Independent Wealth Network Inc.	Shares	8.7KSH	$1.0M
20	Ballentine Partners, LLC	Shares	7.9KSH	$944.4K
21	Finley Financial, LLC	Shares	7.4KSH	$882.4K
22	Goelzer Investment Management, Inc.	Shares	6.7KSH	$798.7K
23	Accredited Investors Inc.	Shares	6.4KSH	$762.5K
24	BigSur Wealth Management LLC	Shares	5.3KSH	$627.7K
25	Cedarwood Wealth LLC	Shares	5.0KSH	$592.1K
26	KPP Advisory Services LLC	Shares	4.5KSH	$542.4K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.6KSH	$533.4K
28	WEBSTER BANK, N. A.	Shares	4.4KSH	$519.4K
29	Wealthcare Advisory Partners LLC	Shares	4.0KSH	$475.9K
30	Composition Wealth, LLC	Shares	3.8KSH	$450.6K
31	E&G Advisors, LLC	Shares	3.6KSH	$433.9K
32	Yoffe Investment Management, LLC	Shares	3.6KSH	$428.6K
33	Foster Group, Inc.	Shares	3.4KSH	$405.7K
34	LVW Advisors, LLC	Shares	2.7KSH	$323.3K
35	First Pacific Financial	Shares	2.1KSH	$248.2K
36	4WEALTH ADVISORS, INC.	Shares	2.0KSH	$231.2K
37	CITY NATIONAL BANK OF FLORIDA /MSD	Shares	1.7KSH	$201.7K
38	Capital Investment Advisory Services, LLC	Shares	1.2KSH	$142.5K
39	IFP Advisors, Inc	Shares	872SH	$104.1K
40	Grove Bank & Trust	Shares	704SH	$84.0K
41	Blue Trust, Inc.	Shares	314SH	$37.5K
42	Independence Bank of Kentucky	Shares	242SH	$28.9K
43	Triumph Capital Management	Shares	226SH	$27.0K
44	MB, LEVIS & ASSOCIATES, LLC	Shares	200SH	$23.8K
45	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	70SH	$8.4K
46	Farther Finance Advisors, LLC	Shares	47SH	$5.6K
47	Bogart Wealth, LLC	Shares	22SH	$2.6K
48	Cape Investment Advisory, Inc.	Shares	6SH	$716
49	TSFG, LLC	Shares	143SH	$17

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

50 / 52 loaded

#		Instrument
1	MEITAV INVESTMENT HOUSE LTD new	Shares	+655.8K	+$78.3M	$78.3M
2	BFI Infinity Ltd. added	Shares	+8.3K	+$8.1M	$37.6M
3	James Hambro & Partners LLP added	Shares	+31.6K	+$5.1M	$10.6M
4	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+2.4K	+$3.1M	$14.9M
5	ACIMA PRIVATE WEALTH, LLC added	Shares	+24.9K	+$3.0M	$3.0M
6	Activest Wealth Management added	Shares	+3.1K	+$2.2M	$9.9M
7	Envestnet Portfolio Solutions, Inc. new	Shares	+12.9K	+$1.5M	$1.5M
8	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$966.4K	$5.0M
9	Union Bancaire Privee, UBP SA added	Shares	+20	+$524.6K	$2.5M
10	CAMELOT TECHNOLOGY ADVISORS, INC. added	Shares	+2.2K	+$413.7K	$1.0M
11	Climber Capital SA added	Shares	+2.5K	+$346.8K	$2.0M
12	LVW Advisors, LLC new	Shares	+2.7K	+$323.3K	$323.3K
13	CONGRESS ASSET MANAGEMENT CO trimmed	Shares	-677	+$279.4K	$1.8M
14	BANQUE PICTET & CIE SA unchanged	Shares	0	+$245.5K	$1.3M
15	4WEALTH ADVISORS, INC. new	Shares	+2.0K	+$231.2K	$231.2K
16	Pathway Financial Advisors LLC trimmed	Shares	-2.8K	+$231.1K	$3.2M
17	Accredited Investors Inc. added	Shares	+837	+$227.8K	$762.5K
18	Independent Wealth Network Inc. added	Shares	+95	+$209.7K	$1.0M
19	CITY NATIONAL BANK OF FLORIDA /MSD new	Shares	+1.7K	+$201.7K	$201.7K
20	Apollon Wealth Management, LLC trimmed	Shares	-548	+$200.3K	$1.3M
21	Ballentine Partners, LLC unchanged	Shares	0	+$182.3K	$944.4K
22	Finley Financial, LLC unchanged	Shares	0	+$170.4K	$882.4K
23	Goelzer Investment Management, Inc. unchanged	Shares	0	+$154.2K	$798.7K
24	First Growth Capital LLC trimmed	Shares	-894	+$147.6K	$1.3M
25	BigSur Wealth Management LLC unchanged	Shares	0	+$121.2K	$627.7K
26	Cedarwood Wealth LLC added	Shares	+5	+$114.8K	$592.1K
27	WEBSTER BANK, N. A. trimmed	Shares	-50	+$95.5K	$519.4K
28	Composition Wealth, LLC added	Shares	+13	+$88.3K	$450.6K
29	Wealthcare Advisory Partners LLC trimmed	Shares	-49	+$87.2K	$475.9K
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-74	+$85.1K	$533.4K
31	Grove Bank & Trust new	Shares	+704	+$84.0K	$84.0K
32	Yoffe Investment Management, LLC unchanged	Shares	0	+$82.8K	$428.6K
33	Foster Group, Inc. unchanged	Shares	0	+$78.3K	$405.7K
34	E&G Advisors, LLC trimmed	Shares	-400	+$45.3K	$433.9K
35	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$27.5K	$142.5K
36	IFP Advisors, Inc unchanged	Shares	0	+$20.1K	$104.1K
37	Blue Trust, Inc. unchanged	Shares	0	+$7.2K	$37.5K
38	Triumph Capital Management added	Shares	+11	+$6.3K	$27.0K
39	Independence Bank of Kentucky unchanged	Shares	0	+$5.6K	$28.9K
40	MB, LEVIS & ASSOCIATES, LLC added	Shares	+1	+$4.7K	$23.8K
41	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. unchanged	Shares	0	+$1.6K	$8.4K
42	Farther Finance Advisors, LLC unchanged	Shares	0	+$1.0K	$5.6K
43	Cape Investment Advisory, Inc. new	Shares	+6	+$716	$716
44	TSFG, LLC unchanged	Shares	0	+$3	$17
45	Bogart Wealth, LLC trimmed	Shares	-22	-$1.6K	$2.6K
46	Sound Income Strategies, LLC exited	Shares	-100	-$9.7K	$0
47	First Pacific Financial trimmed	Shares	-651	-$14.8K	$248.2K
48	KPP Advisory Services LLC trimmed	Shares	-1.4K	-$31.9K	$542.4K
49	River Street Advisors LLC exited	Shares	-3.2K	-$307.9K	$0
50	Prospera Financial Services Inc trimmed	Shares	-7.2K	-$392.9K	$1.6M

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