Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 88 loaded

#		Instrument	quantity
1	Royal Fund Management, LLC	Shares	97.3KSH	$9.6M
2	Mirae Asset Global Investments Co., Ltd.	Shares	47.8KSH	$4.7M
3	Farther Finance Advisors, LLC	Shares	37.8KSH	$3.7M
4	Rathbones Group PLC	Shares	28.0KSH	$2.8M
5	Legacy Wealth Partners, LLC	Shares	21.4KSH	$2.1M
6	Clarity Wealth Advisors, LLC	Shares	19.0KSH	$1.9M
7	Marotta Asset Management	Shares	18.9KSH	$1.9M
8	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	18.5KSH	$1.8M
9	Balefire, LLC	Shares	17.1KSH	$1.7M
10	DECISION INVESTMENTS, INC	Shares	13.6KSH	$1.3M
11	D.A. DAVIDSON & CO.	Shares	12.5KSH	$1.2M
12	Sequoia Financial Advisors, LLC	Shares	11.7KSH	$1.2M
13	MERIDIAN INVESTMENT COUNSEL INC.	Shares	11.5KSH	$1.1M
14	PARTNERS WEALTH MANAGEMENT, LLC	Shares	9.9KSH	$977.0K
15	Maltin Wealth Management, Inc.	Shares	9.2KSH	$900.2K
16	Avidian Wealth Enterprises, LLC	Shares	9.1KSH	$897.7K
17	Spire Wealth Management	Shares	8.0KSH	$787.4K
18	Bond & Devick Financial Network, Inc.	Shares	5.7KSH	$561.9K
19	DAVENPORT & Co LLC	Shares	5.4KSH	$530.3K
20	B. Riley Wealth Advisors, Inc.	Shares	5.3KSH	$524.4K
21	J.W. COLE ADVISORS, INC.	Shares	5.3KSH	$519.6K
22	Barry Investment Advisors, LLC	Shares	4.6KSH	$450.7K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.5KSH	$446.0K
24	NWAM LLC	Shares	4.4KSH	$432.7K
25	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	4.4KSH	$428.1K
26	Prospera Financial Services Inc	Shares	3.9KSH	$379.6K
27	Good Harbor Advisors, Inc.	Shares	3.8KSH	$377.1K
28	Strategic Blueprint, LLC	Shares	3.6KSH	$350.5K
29	WAYSTONE ADVISORS LLC	Shares	3.6KSH	$349.9K
30	Fiduciary Alliance LLC	Shares	3.5KSH	$348.1K
31	Ignite Planners, LLC	Shares	3.2KSH	$317.6K
32	CONTINUUM WEALTH ADVISORS, LLC	Shares	3.0KSH	$294.5K
33	Interchange Capital Partners, LLC	Shares	3.0KSH	$293.5K
34	WEBSTER BANK, N. A.	Shares	3.0KSH	$292.7K
35	FULCRUM WEALTH ADVISORS, LLC	Shares	2.6KSH	$256.8K
36	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	2.5KSH	$249.4K
37	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	2.5KSH	$247.4K
38	Courage Miller Partners, LLC	Shares	2.5KSH	$246.9K
39	SBI Securities Co., Ltd.	Shares	2.5KSH	$241.2K
40	Tiller Private Wealth, Inc.	Shares	2.4KSH	$240.5K
41	Brookstone Capital Management	Shares	2.3KSH	$221.9K
42	VISTA CAPITAL PARTNERS, INC.	Shares	2.2KSH	$211.8K
43	Segment Wealth Management, LLC	Shares	2.1KSH	$209.5K
44	Union Bancaire Privee, UBP SA	Shares	2.2KSH	$205.5K
45	Slow Capital, Inc.	Shares	2.1KSH	$204.2K
46	COURIER CAPITAL LLC	Shares	2.0KSH	$200.9K
47	IFP Advisors, Inc	Shares	1.6KSH	$154.9K
48	SALEM INVESTMENT COUNSELORS INC	Shares	1.4KSH	$137.7K
49	Harbor Asset Planning, Inc.	Shares	1.2KSH	$114.4K
50	Blue Trust, Inc.	Shares	1.0KSH	$100.2K

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

50 / 97 loaded

#		Instrument
1	Legacy Wealth Partners, LLC new	Shares	+21.4K	+$2.1M	$2.1M
2	Balefire, LLC new	Shares	+17.1K	+$1.7M	$1.7M
3	Royal Fund Management, LLC added	Shares	+5.3K	+$960.9K	$9.6M
4	J.W. COLE ADVISORS, INC. new	Shares	+5.3K	+$519.6K	$519.6K
5	Farther Finance Advisors, LLC added	Shares	+2.6K	+$391.7K	$3.7M
6	WAYSTONE ADVISORS LLC new	Shares	+3.6K	+$349.9K	$349.9K
7	Ignite Planners, LLC new	Shares	+3.2K	+$317.6K	$317.6K
8	FULCRUM WEALTH ADVISORS, LLC new	Shares	+2.6K	+$256.8K	$256.8K
9	Brookstone Capital Management new	Shares	+2.3K	+$221.9K	$221.9K
10	Segment Wealth Management, LLC new	Shares	+2.1K	+$209.5K	$209.5K
11	Slow Capital, Inc. new	Shares	+2.1K	+$204.2K	$204.2K
12	COURIER CAPITAL LLC new	Shares	+2.0K	+$200.9K	$200.9K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.7K	+$186.9K	$446.0K
14	Sequoia Financial Advisors, LLC added	Shares	+742	+$126.2K	$1.2M
15	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+85	+$97.6K	$1.8M
16	DECISION INVESTMENTS, INC added	Shares	+145	+$79.2K	$1.3M
17	Bond & Devick Financial Network, Inc. added	Shares	+355	+$60.9K	$561.9K
18	Avidian Wealth Enterprises, LLC added	Shares	+174	+$60.5K	$897.7K
19	Maltin Wealth Management, Inc. added	Shares	+72	+$51.0K	$900.2K
20	B. Riley Wealth Advisors, Inc. added	Shares	+53	+$45.8K	$524.4K
21	LifeSteps Financial, Inc. new	Shares	+441	+$43.4K	$43.4K
22	PARTNERS WEALTH MANAGEMENT, LLC trimmed	Shares	-65	+$42.0K	$977.0K
23	MERIDIAN INVESTMENT COUNSEL INC. trimmed	Shares	-200	+$37.0K	$1.1M
24	DAVENPORT & Co LLC unchanged	Shares	0	+$26.1K	$530.3K
25	Fiduciary Alliance LLC added	Shares	+134	+$24.5K	$348.1K
26	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed	Shares	-8	+$20.3K	$428.1K
27	Good Harbor Advisors, Inc. added	Shares	+6	+$19.1K	$377.1K
28	Prospera Financial Services Inc unchanged	Shares	0	+$18.7K	$379.6K
29	Barry Investment Advisors, LLC trimmed	Shares	-45	+$17.9K	$450.7K
30	SBI Securities Co., Ltd. added	Shares	+61	+$17.6K	$241.2K
31	ST GERMAIN D J CO INC new	Shares	+174	+$17.1K	$17.1K
32	Spire Wealth Management trimmed	Shares	-233	+$16.9K	$787.4K
33	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$16.3K	$205.5K
34	Strategic Blueprint, LLC trimmed	Shares	-12	+$16.2K	$350.5K
35	CONTINUUM WEALTH ADVISORS, LLC unchanged	Shares	0	+$14.5K	$294.5K
36	WEBSTER BANK, N. A. unchanged	Shares	0	+$14.4K	$292.7K
37	LAUREL OAK WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$12.3K	$249.4K
38	Courage Miller Partners, LLC unchanged	Shares	0	+$12.1K	$246.9K
39	VIEWPOINT INVESTMENT PARTNERS CORP unchanged	Shares	0	+$11.7K	$247.4K
40	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+107	+$11.0K	$21.5K
41	VISTA CAPITAL PARTNERS, INC. unchanged	Shares	0	+$10.4K	$211.8K
42	Cape Investment Advisory, Inc. new	Shares	+105	+$10.3K	$10.3K
43	Capital Investment Advisory Services, LLC added	Shares	+82	+$8.6K	$18.3K
44	IFP Advisors, Inc added	Shares	+9	+$8.5K	$154.9K
45	Triumph Capital Management added	Shares	+45	+$7.1K	$59.4K
46	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$6.8K	$137.7K
47	Marotta Asset Management trimmed	Shares	-758	+$6.4K	$1.9M
48	Harbor Asset Planning, Inc. unchanged	Shares	0	+$5.6K	$114.4K
49	Intesa Sanpaolo Wealth Management unchanged	Shares	0	+$2.5K	$51.2K
50	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$2.4K	$48.7K

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