Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 72 loaded

#		Instrument	quantity
1	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	3.6MSH	$273.9M
2	SigFig Wealth Management, LLC	Shares	2.9MSH	$220.0M
3	Annex Advisory Services, LLC	Shares	2.8MSH	$214.8M
4	Plancorp, LLC	Shares	2.1MSH	$158.7M
5	Cardinal Point Capital Management ULC	Shares	736.7KSH	$55.7M
6	Conrad Siegel Investment Advisors, Inc.	Shares	520.9KSH	$39.4M
7	CORA CAPITAL ADVISORS LLC	Shares	483.9KSH	$36.6M
8	Pettinga Financial Advisors LLC	Shares	402.6KSH	$30.4M
9	Acropolis Investment Management, LLC	Shares	358.7KSH	$27.1M
10	LifeGoal Investments, LLC	Shares	295.9KSH	$22.4M
11	Beirne Wealth Consulting Services, LLC	Shares	267.6KSH	$20.2M
12	Stonebridge Financial Group, LLC	Shares	214.9KSH	$16.3M
13	EXCHANGE TRADED CONCEPTS, LLC	Shares	201.4KSH	$15.2M
14	Nova R Wealth, Inc.	Shares	102.5KSH	$7.7M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	101.0KSH	$7.7M
16	EWA, LLC	Shares	91.2KSH	$6.9M
17	FORTE ASSET MANAGEMENT LLC	Shares	84.5KSH	$6.4M
18	ShoreHaven Wealth Partners, LLC	Shares	74.9KSH	$5.7M
19	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	69.8KSH	$5.3M
20	Farther Finance Advisors, LLC	Shares	52.7KSH	$4.0M
21	Physician Wealth Advisors, Inc.	Shares	50.0KSH	$3.8M
22	EVERPAR ADVISORS LLC	Shares	48.7KSH	$3.7M
23	RVW Wealth, LLC	Shares	44.6KSH	$3.4M
24	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	41.3KSH	$3.1M
25	MAIMON WEALTH MANAGEMENT LTD.	Shares	31.7KSH	$2.4M
26	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	Shares	28.7KSH	$2.2M
27	XML Financial, LLC	Shares	21.4KSH	$1.6M
28	Merit Financial Group, LLC	Shares	21.0KSH	$1.6M
29	Herold Advisors, Inc.	Shares	20.5KSH	$1.6M
30	Smith Salley Wealth Management	Shares	18.8KSH	$1.4M
31	Planned Solutions, Inc.	Shares	17.0KSH	$1.3M
32	JGP Wealth Management, LLC	Shares	12.7KSH	$961.5K
33	Sterling Investment Counsel, LLC	Shares	12.4KSH	$936.4K
34	Kaydan Wealth Management, Inc.	Shares	12.1KSH	$912.3K
35	Tranquility Partners, LLC	Shares	11.8KSH	$893.1K
36	MARINO, STRAM & ASSOCIATES LLC	Shares	10.0KSH	$753.3K
37	RMR Wealth Builders	Shares	9.2KSH	$695.3K
38	Kohmann Bosshard Financial Services, LLC	Shares	8.7KSH	$661.2K
39	CARY STREET PARTNERS FINANCIAL LLC	Shares	7.9KSH	$601.1K
40	Versant Capital Management, Inc	Shares	6.3KSH	$479.7K
41	Wealth Enhancement Trust Services, Inc.	Shares	5.8KSH	$438.1K
42	Envestnet Portfolio Solutions, Inc.	Shares	5.3KSH	$403.0K
43	Ledyard National Bank	Shares	5.3KSH	$401.1K
44	Sowell Financial Services LLC	Shares	5.3KSH	$400.7K
45	Joule Financial, LLC	Shares	5.2KSH	$395.6K
46	Boston Trust Walden Corp	Shares	5.0KSH	$381.6K
47	D.A. DAVIDSON & CO.	Shares	4.6KSH	$345.5K
48	ANDERSON HOAGLAND & CO	Shares	4.2KSH	$317.4K
49	Strategic Blueprint, LLC	Shares	4.2KSH	$315.1K
50	L.K. Benson & Company, P.C.	Shares	4.1KSH	$312.4K

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

50 / 74 loaded

#		Instrument
1	Annex Advisory Services, LLC added	Shares	+1.5M	+$124.9M	$214.8M
2	HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed	Shares	-4.7K	+$34.6M	$273.9M
3	SigFig Wealth Management, LLC added	Shares	+35.9K	+$29.2M	$220.0M
4	Plancorp, LLC added	Shares	+111.6K	+$22.8M	$158.7M
5	Cardinal Point Capital Management ULC added	Shares	+4.8K	+$7.4M	$55.7M
6	LifeGoal Investments, LLC added	Shares	+45.5K	+$5.7M	$22.4M
7	CORA CAPITAL ADVISORS LLC added	Shares	+9.2K	+$5.3M	$36.6M
8	Conrad Siegel Investment Advisors, Inc. trimmed	Shares	-12.3K	+$4.2M	$39.4M
9	Acropolis Investment Management, LLC added	Shares	+1.2K	+$3.5M	$27.1M
10	Pettinga Financial Advisors LLC trimmed	Shares	-13.3K	+$3.0M	$30.4M
11	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+14.8K	+$2.9M	$15.2M
12	Beirne Wealth Consulting Services, LLC added	Shares	+664	+$2.6M	$20.2M
13	Stonebridge Financial Group, LLC added	Shares	+3.9K	+$2.3M	$16.3M
14	XML Financial, LLC added	Shares	+13.2K	+$1.1M	$1.6M
15	EWA, LLC added	Shares	+2.9K	+$1.1M	$6.9M
16	Nova R Wealth, Inc. added	Shares	+68	+$991.1K	$7.7M
17	FORTE ASSET MANAGEMENT LLC added	Shares	+839	+$868.9K	$6.4M
18	EVERPAR ADVISORS LLC added	Shares	+4.8K	+$783.8K	$3.7M
19	Herold Advisors, Inc. added	Shares	+7.8K	+$709.4K	$1.6M
20	MAIMON WEALTH MANAGEMENT LTD. added	Shares	+3.8K	+$608.3K	$2.4M
21	ShoreHaven Wealth Partners, LLC trimmed	Shares	-2.0K	+$591.5K	$5.7M
22	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-1.5K	+$571.0K	$5.3M
23	Physician Wealth Advisors, Inc. added	Shares	+707	+$528.5K	$3.8M
24	RVW Wealth, LLC trimmed	Shares	-429	+$400.7K	$3.4M
25	GRIMES & Co WEALTH MANAGEMENT, LLC trimmed	Shares	-965	+$333.8K	$3.1M
26	Aprio Wealth Management, LLC new	Shares	+3.9K	+$291.8K	$291.8K
27	JGP Wealth Management, LLC added	Shares	+2.4K	+$280.3K	$961.5K
28	IFP Advisors, Inc added	Shares	+3.2K	+$245.0K	$267.4K
29	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC trimmed	Shares	-698	+$230.4K	$2.2M
30	LexAurum Advisors, LLC new	Shares	+2.9K	+$221.3K	$221.3K
31	Sterling Investment Counsel, LLC added	Shares	+1.5K	+$218.2K	$936.4K
32	Planned Solutions, Inc. added	Shares	+530	+$198.5K	$1.3M
33	Smith Salley Wealth Management unchanged	Shares	0	+$181.4K	$1.4M
34	MARINO, STRAM & ASSOCIATES LLC added	Shares	+938	+$157.8K	$753.3K
35	Kaydan Wealth Management, Inc. added	Shares	+40	+$118.8K	$912.3K
36	Joule Financial, LLC added	Shares	+943	+$112.6K	$395.6K
37	Tranquility Partners, LLC trimmed	Shares	-95	+$107.5K	$893.1K
38	Kohmann Bosshard Financial Services, LLC unchanged	Shares	0	+$84.2K	$661.2K
39	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$76.5K	$601.1K
40	RMR Wealth Builders trimmed	Shares	-271	+$70.6K	$695.3K
41	Ledyard National Bank added	Shares	+153	+$61.2K	$401.1K
42	Versant Capital Management, Inc unchanged	Shares	0	+$61.1K	$479.7K
43	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	+$55.8K	$438.1K
44	Envestnet Portfolio Solutions, Inc. unchanged	Shares	0	+$51.3K	$403.0K
45	Boston Trust Walden Corp unchanged	Shares	0	+$48.6K	$381.6K
46	ANDERSON HOAGLAND & CO unchanged	Shares	0	+$40.4K	$317.4K
47	D.A. DAVIDSON & CO. unchanged	Shares	0	+$38.6K	$345.5K
48	BetterWealth, LLC unchanged	Shares	0	+$36.2K	$284.1K
49	Strategic Blueprint, LLC trimmed	Shares	-239	+$24.4K	$315.1K
50	EverSource Wealth Advisors, LLC added	Shares	+6	+$21.5K	$166.1K

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