Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	WEALTH MANAGEMENT RESOURCES, INC.	Shares	284.4KSH	$13.1M
2	Brickley Wealth Management	Shares	122.0KSH	$5.6M
3	Armbruster Capital Management, Inc.	Shares	42.8KSH	$2.0M
4	Burns Matteson Capital Management, LLC	Shares	30.6KSH	$1.4M
5	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	22.4KSH	$1.0M
6	Apollon Wealth Management, LLC	Shares	21.9KSH	$1.0M
7	XY Planning Network, Inc.	Shares	19.7KSH	$906.1K
8	MFA Wealth Services	Shares	19.3KSH	$888.9K
9	Leelyn Smith, LLC	Shares	14.8KSH	$683.6K
10	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	9.9KSH	$457.7K
11	D.A. DAVIDSON & CO.	Shares	7.5KSH	$344.7K
12	FIRST CITIZENS BANK & TRUST CO	Shares	6.5KSH	$299.8K
13	Fortune Financial Advisors, LLC	Shares	5.3KSH	$246.2K
14	Professional Financial Advisors, LLC	Shares	5.2KSH	$240.1K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.1KSH	$236.9K
16	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.5KSH	$206.3K
17	Farther Finance Advisors, LLC	Shares	3.8KSH	$177.2K
18	Spire Wealth Management	Shares	3.0KSH	$137.7K
19	Nova Wealth Management, Inc.	Shares	2.5KSH	$113.5K
20	Physician Wealth Advisors, Inc.	Shares	1.4KSH	$65.3K
21	CoreCap Advisors, LLC	Shares	1.4KSH	$63.1K
22	Harbor Asset Planning, Inc.	Shares	911SH	$42.0K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	570SH	$26.3K
24	BFSG, LLC	Shares	386SH	$17.8K
25	EverSource Wealth Advisors, LLC	Shares	186SH	$8.6K
26	WOLFF WIESE MAGANA LLC	Shares	180SH	$8.3K
27	Triumph Capital Management	Shares	90SH	$4.1K
28	Sachetta, LLC	Shares	72SH	$3.3K
29	Capital Investment Advisory Services, LLC	Shares	61SH	$2.8K
30	IFP Advisors, Inc	Shares	44SH	$2.0K
31	CX Institutional	Shares	172SH	$8

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

34 / 34 loaded

#		Instrument
1	WEALTH MANAGEMENT RESOURCES, INC. added	Shares	+4.7K	+$892.6K	$13.1M
2	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+4.5K	+$206.3K	$206.3K
3	Brickley Wealth Management trimmed	Shares	-5.2K	+$67.2K	$5.6M
4	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. unchanged	Shares	0	+$54.3K	$1.0M
5	MFA Wealth Services added	Shares	+145	+$53.1K	$888.9K
6	XY Planning Network, Inc. added	Shares	+79	+$46.6K	$906.1K
7	CoreCap Advisors, LLC added	Shares	+852	+$40.5K	$63.1K
8	Leelyn Smith, LLC unchanged	Shares	0	+$36.0K	$683.6K
9	Farther Finance Advisors, LLC added	Shares	+551	+$32.6K	$177.2K
10	ADAMSBROWN WEALTH CONSULTANTS LLC added	Shares	+27	+$25.3K	$457.7K
11	D.A. DAVIDSON & CO. unchanged	Shares	0	+$18.1K	$344.7K
12	Professional Financial Advisors, LLC added	Shares	+43	+$14.5K	$240.1K
13	Apollon Wealth Management, LLC trimmed	Shares	-940	+$12.0K	$1.0M
14	Spire Wealth Management unchanged	Shares	0	+$7.2K	$137.7K
15	Physician Wealth Advisors, Inc. added	Shares	+3	+$3.6K	$65.3K
16	Harbor Asset Planning, Inc. added	Shares	+3	+$2.4K	$42.0K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-200	+$1.8K	$236.9K
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.3K	$26.3K
19	BFSG, LLC unchanged	Shares	0	+$935	$17.8K
20	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$436	$8.3K
21	Triumph Capital Management unchanged	Shares	0	+$218	$4.1K
22	Sachetta, LLC unchanged	Shares	0	+$187	$3.3K
23	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$147	$2.8K
24	IFP Advisors, Inc unchanged	Shares	0	+$107	$2.0K
25	CX Institutional trimmed	Shares	-174	-$7	$8
26	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-500	-$6.0K	$299.8K
27	EverSource Wealth Advisors, LLC trimmed	Shares	-186	-$7.7K	$8.6K
28	Burns Matteson Capital Management, LLC trimmed	Shares	-2.3K	-$26.9K	$1.4M
29	Nova Wealth Management, Inc. trimmed	Shares	-875	-$32.2K	$113.5K
30	Reyes Financial Architecture, Inc. exited	Shares	-1.3K	-$58.1K	$0
31	Armbruster Capital Management, Inc. trimmed	Shares	-3.7K	-$59.4K	$2.0M
32	Fortune Financial Advisors, LLC trimmed	Shares	-3.6K	-$145.5K	$246.2K
33	First Bank & Trust exited	Shares	-5.0K	-$219.8K	$0
34	Burns Matteson Capital Management, LLC exited	CALL	-50.0K	-$4.1M	$0