Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	Annex Advisory Services, LLC	Shares	476.3KSH	$28.9M
2	Nelson Capital Management, LLC	Shares	94.0KSH	$5.7M
3	Aprio Wealth Management, LLC	Shares	47.5KSH	$2.9M
4	RAINIER FAMILY WEALTH INC	Shares	35.4KSH	$2.1M
5	Wealthcare Advisory Partners LLC	Shares	19.1KSH	$1.2M
6	TITLEIST ASSET MANAGEMENT, LLC	Shares	18.7KSH	$1.1M
7	DARA CAPITAL US, INC.	Shares	17.1KSH	$1.0M
8	NAPLES GLOBAL ADVISORS, LLC	Shares	15.5KSH	$941.3K
9	Centurion Wealth Management LLC	Shares	10.3KSH	$627.0K
10	Waldron Private Wealth LLC	Shares	10.2KSH	$622.0K
11	WARNER FINANCIAL, INC	Shares	9.8KSH	$598.0K
12	Penobscot Investment Management Company, Inc.	Shares	8.6KSH	$522.2K
13	City State Bank	Shares	7.8KSH	$476.5K
14	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	6.9KSH	$416.4K
15	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	Shares	6.4KSH	$386.4K
16	Purus Wealth Management, LLC	Shares	6.0KSH	$365.1K
17	Farther Finance Advisors, LLC	Shares	4.8KSH	$289.3K
18	Sowell Financial Services LLC	Shares	4.7KSH	$282.9K
19	Opus Financial Solutions LLC	Shares	4.2KSH	$252.3K
20	CORA CAPITAL ADVISORS LLC	Shares	4.1KSH	$251.9K
21	Bulwark Capital Corp	Shares	4.1KSH	$248.0K
22	PFG Investments, LLC	Shares	4.0KSH	$245.3K
23	LRI Investments, LLC	Shares	3.9KSH	$236.8K
24	Spire Wealth Management	Shares	3.8KSH	$231.9K
25	B.O.S.S. Retirement Advisors, LLC	Shares	3.7KSH	$225.0K
26	NOVEM GROUP	Shares	3.4KSH	$208.4K
27	IFP Advisors, Inc	Shares	2.1KSH	$124.5K
28	Triumph Capital Management	Shares	1.5KSH	$90.6K
29	Activest Wealth Management	Shares	1.3KSH	$79.3K
30	CITY HOLDING CO	Shares	1.0KSH	$60.7K
31	Raleigh Capital Management Inc.	Shares	873SH	$53.0K
32	Provenance Wealth Advisors, LLC	Shares	342SH	$20.8K
33	LANARK FINANCIAL, INC.	Shares	309SH	$18.8K
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	285SH	$17.6K
35	Monetary Solutions, Ltd	Shares	250SH	$15.2K
36	BFSG, LLC	Shares	237SH	$14.4K
37	Capital Investment Advisory Services, LLC	Shares	200SH	$12.2K
38	Bank of New Hampshire	Shares	200SH	$12.1K
39	Networth Advisors, LLC	Shares	153SH	$9.3K
40	SOA Wealth Advisors, LLC.	Shares	125SH	$7.6K
41	SIGNATUREFD, LLC	Shares	115SH	$7.0K
42	VSM Wealth Advisory, LLC	Shares	74SH	$4.5K
43	Mascoma Wealth Management LLC	Shares	63SH	$3.8K
44	CoreCap Advisors, LLC	Shares	47SH	$2.9K
45	WEST PACES ADVISORS INC.	Shares	42SH	$2.5K
46	LifeSteps Financial, Inc.	Shares	40SH	$2.4K
47	Oakworth Capital, Inc.	Shares	35SH	$2.2K
48	Capital Advisors, Ltd. LLC	Shares	7.9KSH	$480
49	Roxbury Financial LLC	Shares	2SH	$102
50	GHP Investment Advisors, Inc.	Shares	0SH	$2

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

50 / 53 loaded

#		Instrument
1	Annex Advisory Services, LLC new	Shares	+476.3K	+$28.9M	$28.9M
2	Nelson Capital Management, LLC added	Shares	+77	+$1.6M	$5.7M
3	RAINIER FAMILY WEALTH INC added	Shares	+2.2K	+$698.7K	$2.1M
4	Aprio Wealth Management, LLC trimmed	Shares	-5.2K	+$583.0K	$2.9M
5	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+2.0K	+$408.3K	$1.1M
6	VIRGINIA WEALTH MANAGEMENT GROUP, INC. new	Shares	+6.4K	+$386.4K	$386.4K
7	WARNER FINANCIAL, INC added	Shares	+4.6K	+$369.0K	$598.0K
8	Wealthcare Advisory Partners LLC trimmed	Shares	-449	+$306.7K	$1.2M
9	DARA CAPITAL US, INC. unchanged	Shares	0	+$292.0K	$1.0M
10	Opus Financial Solutions LLC new	Shares	+4.2K	+$252.3K	$252.3K
11	CORA CAPITAL ADVISORS LLC new	Shares	+4.1K	+$251.9K	$251.9K
12	NAPLES GLOBAL ADVISORS, LLC trimmed	Shares	-500	+$242.7K	$941.3K
13	B.O.S.S. Retirement Advisors, LLC new	Shares	+3.7K	+$225.0K	$225.0K
14	NOVEM GROUP new	Shares	+3.4K	+$208.4K	$208.4K
15	Waldron Private Wealth LLC unchanged	Shares	0	+$174.8K	$622.0K
16	City State Bank unchanged	Shares	0	+$133.9K	$476.5K
17	Penobscot Investment Management Company, Inc. trimmed	Shares	-404	+$129.1K	$522.2K
18	Centurion Wealth Management LLC trimmed	Shares	-1.5K	+$112.2K	$627.0K
19	Purus Wealth Management, LLC trimmed	Shares	-8	+$102.2K	$365.1K
20	Sowell Financial Services LLC trimmed	Shares	-200	+$70.8K	$282.9K
21	Bulwark Capital Corp unchanged	Shares	0	+$69.7K	$248.0K
22	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed	Shares	-1.2K	+$66.7K	$416.4K
23	LRI Investments, LLC unchanged	Shares	0	+$66.5K	$236.8K
24	IFP Advisors, Inc added	Shares	+73	+$38.2K	$124.5K
25	Farther Finance Advisors, LLC trimmed	Shares	-966	+$35.5K	$289.3K
26	PFG Investments, LLC trimmed	Shares	-819	+$33.2K	$245.3K
27	Activest Wealth Management unchanged	Shares	0	+$22.3K	$79.3K
28	CITY HOLDING CO unchanged	Shares	0	+$17.1K	$60.7K
29	Raleigh Capital Management Inc. unchanged	Shares	0	+$14.9K	$53.0K
30	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$5.8K	$20.8K
31	LANARK FINANCIAL, INC. unchanged	Shares	0	+$5.3K	$18.8K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$5.0K	$17.6K
33	Monetary Solutions, Ltd unchanged	Shares	0	+$4.3K	$15.2K
34	BFSG, LLC unchanged	Shares	0	+$4.0K	$14.4K
35	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$3.4K	$12.2K
36	Bank of New Hampshire unchanged	Shares	0	+$3.4K	$12.1K
37	SIGNATUREFD, LLC added	Shares	+30	+$3.3K	$7.0K
38	Networth Advisors, LLC unchanged	Shares	0	+$2.6K	$9.3K
39	WEST PACES ADVISORS INC. new	Shares	+42	+$2.5K	$2.5K
40	LifeSteps Financial, Inc. new	Shares	+40	+$2.4K	$2.4K
41	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$2.1K	$7.6K
42	Triumph Capital Management trimmed	Shares	-536	+$2.1K	$90.6K
43	VSM Wealth Advisory, LLC unchanged	Shares	0	+$1.3K	$4.5K
44	CoreCap Advisors, LLC unchanged	Shares	0	+$807	$2.9K
45	Oakworth Capital, Inc. unchanged	Shares	0	+$639	$2.2K
46	Capital Advisors, Ltd. LLC added	Shares	+181	+$143	$480
47	Roxbury Financial LLC unchanged	Shares	0	+$14	$102
48	GHP Investment Advisors, Inc. trimmed	Shares	-131	-$5.7K	$2
49	Mascoma Wealth Management LLC trimmed	Shares	-577	-$24.1K	$3.8K
50	Sound Income Strategies, LLC exited	Shares	-1.1K	-$48.7K	$0

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