Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	University of Cambridge Investment Management Ltd	Principal	1.6MPRN	$93.9M
2	JNBA Financial Advisors	Shares	75.7KSH	$4.3M
3	BSW Wealth Partners	Shares	57.7KSH	$3.3M
4	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	44.1KSH	$2.5M
5	NerdWallet Wealth Partners, LLC	Shares	26.9KSH	$1.5M
6	Apollon Wealth Management, LLC	Shares	20.2KSH	$1.1M
7	Human Investing LLC	Shares	17.5KSH	$995.7K
8	Sound Stewardship, LLC	Shares	16.1KSH	$912.9K
9	Magnus Financial Group LLC	Shares	16.1KSH	$911.7K
10	Pacific Excel Wealth Advisors, Inc.	Shares	15.7KSH	$889.8K
11	Ferguson Shapiro LLC	Shares	14.9KSH	$848.2K
12	Highland Financial Advisors, LLC	Shares	14.3KSH	$811.2K
13	Sprinkle Financial Consultants LLC	Shares	11.9KSH	$677.6K
14	COLTON GROOME FINANCIAL ADVISORS, LLC	Shares	11.8KSH	$672.7K
15	Emergent Wealth Advisors, LLC	Shares	11.6KSH	$660.3K
16	Cambridge Financial Group, LLC	Shares	11.5KSH	$650.5K
17	RMR Wealth Builders	Shares	11.1KSH	$627.5K
18	KWB Wealth	Shares	9.9KSH	$560.9K
19	Confluence Wealth Services, Inc.	Shares	8.9KSH	$504.3K
20	ST GERMAIN D J CO INC	Shares	7.6KSH	$434.4K
21	VOISARD ASSET MANAGEMENT GROUP, INC.	Shares	7.2KSH	$408.3K
22	Pettinga Financial Advisors LLC	Shares	6.9KSH	$390.0K
23	Montecito Bank & Trust	Shares	6.4KSH	$361.4K
24	Gray Private Wealth, LLC	Shares	6.3KSH	$356.8K
25	Wealth Group Ltd	Shares	6.1KSH	$349.2K
26	CARY STREET PARTNERS FINANCIAL LLC	Shares	6.1KSH	$347.2K
27	Crane Advisory, LLC	Shares	5.8KSH	$331.5K
28	Sculati Wealth Management, LLC	Shares	5.3KSH	$303.0K
29	CORA CAPITAL ADVISORS LLC	Shares	5.2KSH	$296.7K
30	Valeo Financial Advisors, LLC	Shares	5.1KSH	$287.2K
31	Archer Investment Management, LLC	Shares	4.2KSH	$239.0K
32	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	Shares	4.0KSH	$227.5K
33	Monument Capital Management	Shares	3.9KSH	$224.1K
34	Horst & Graben Wealth Management LLC	Shares	3.9KSH	$223.8K
35	Prosperity Planning, Inc.	Shares	3.9KSH	$220.7K
36	Grove Bank & Trust	Shares	3.9KSH	$219.4K
37	Selective Wealth Management, Inc.	Shares	3.8KSH	$218.5K
38	MATAURO, LLC	Shares	3.6KSH	$204.1K
39	MOGY JOEL R INVESTMENT COUNSEL INC	Shares	3.2KSH	$180.3K
40	ARCADIA INVESTMENT ADVISORS LLC	Shares	2.8KSH	$157.7K
41	VSM Wealth Advisory, LLC	Shares	1.9KSH	$108.9K
42	Abound Wealth Management	Shares	1.7KSH	$95.6K
43	StrongBox Wealth, LLC	Shares	1.4KSH	$79.2K
44	EASTERN BANK	Shares	1.3KSH	$73.3K
45	Carolina Wealth Advisors, LLC	Shares	493SH	$28.0K
46	Spire Wealth Management	Shares	365SH	$20.7K
47	Farther Finance Advisors, LLC	Shares	313SH	$17.8K
48	EverSource Wealth Advisors, LLC	Shares	150SH	$8.5K
49	Cedar Mountain Advisors, LLC	Shares	2SH	$114

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

50 / 51 loaded

#		Instrument
1	Pacific Excel Wealth Advisors, Inc. new	Shares	+15.7K	+$889.8K	$889.8K
2	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+8.5K	+$550.3K	$2.5M
3	NerdWallet Wealth Partners, LLC added	Shares	+4.5K	+$427.5K	$1.5M
4	Sculati Wealth Management, LLC new	Shares	+5.3K	+$303.0K	$303.0K
5	KWB Wealth added	Shares	+4.3K	+$269.5K	$560.9K
6	Monument Capital Management new	Shares	+3.9K	+$224.1K	$224.1K
7	Prosperity Planning, Inc. new	Shares	+3.9K	+$220.7K	$220.7K
8	Selective Wealth Management, Inc. new	Shares	+3.8K	+$218.5K	$218.5K
9	MATAURO, LLC new	Shares	+3.6K	+$204.1K	$204.1K
10	BSW Wealth Partners trimmed	Shares	-5.1K	+$184.3K	$3.3M
11	Apollon Wealth Management, LLC trimmed	Shares	-103	+$147.9K	$1.1M
12	Sound Stewardship, LLC added	Shares	+32	+$123.3K	$912.9K
13	Human Investing LLC trimmed	Shares	-223	+$121.7K	$995.7K
14	Ferguson Shapiro LLC added	Shares	+34	+$114.8K	$848.2K
15	Abound Wealth Management new	Shares	+1.7K	+$95.6K	$95.6K
16	Sprinkle Financial Consultants LLC added	Shares	+27	+$91.7K	$677.6K
17	RMR Wealth Builders added	Shares	+153	+$91.1K	$627.5K
18	Emergent Wealth Advisors, LLC unchanged	Shares	0	+$88.0K	$660.3K
19	Cambridge Financial Group, LLC unchanged	Shares	0	+$86.7K	$650.5K
20	JNBA Financial Advisors trimmed	Shares	-10.0K	+$81.5K	$4.3M
21	StrongBox Wealth, LLC new	Shares	+1.4K	+$79.2K	$79.2K
22	Confluence Wealth Services, Inc. added	Shares	+189	+$76.5K	$504.3K
23	Wealth Group Ltd added	Shares	+579	+$75.0K	$349.2K
24	ST GERMAIN D J CO INC unchanged	Shares	0	+$57.9K	$434.4K
25	VOISARD ASSET MANAGEMENT GROUP, INC. trimmed	Shares	-38	+$52.6K	$408.3K
26	Pettinga Financial Advisors LLC unchanged	Shares	0	+$52.0K	$390.0K
27	Montecito Bank & Trust unchanged	Shares	0	+$48.2K	$361.4K
28	Gray Private Wealth, LLC unchanged	Shares	0	+$47.6K	$356.8K
29	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+5	+$46.5K	$347.2K
30	Valeo Financial Advisors, LLC added	Shares	+77	+$42.1K	$287.2K
31	CORA CAPITAL ADVISORS LLC unchanged	Shares	0	+$39.6K	$296.7K
32	Archer Investment Management, LLC trimmed	Shares	-14	+$31.2K	$239.0K
33	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV added	Shares	+9	+$30.8K	$227.5K
34	Grove Bank & Trust unchanged	Shares	0	+$29.2K	$219.4K
35	ARCADIA INVESTMENT ADVISORS LLC unchanged	Shares	0	+$21.0K	$157.7K
36	Farther Finance Advisors, LLC new	Shares	+313	+$17.8K	$17.8K
37	MOGY JOEL R INVESTMENT COUNSEL INC trimmed	Shares	-175	+$15.4K	$180.3K
38	VSM Wealth Advisory, LLC unchanged	Shares	0	+$14.5K	$108.9K
39	Horst & Graben Wealth Management LLC unchanged	Shares	0	+$8.3K	$223.8K
40	Magnus Financial Group LLC trimmed	Shares	-2.3K	+$6.1K	$911.7K
41	Carolina Wealth Advisors, LLC unchanged	Shares	0	+$3.7K	$28.0K
42	Spire Wealth Management unchanged	Shares	0	+$2.8K	$20.7K
43	EverSource Wealth Advisors, LLC trimmed	Shares	-10	+$644	$8.5K
44	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$16	$114
45	Crane Advisory, LLC trimmed	Shares	-481	-$3.0K	$331.5K
46	Clarity Asset Management, Inc. exited	Shares	-122	-$6.0K	$0
47	COLTON GROOME FINANCIAL ADVISORS, LLC trimmed	Shares	-2.0K	-$7.3K	$672.7K
48	Highland Financial Advisors, LLC trimmed	Shares	-2.6K	-$18.9K	$811.2K
49	EASTERN BANK trimmed	Shares	-3.5K	-$162.9K	$73.3K
50	Patriot Financial Group Insurance Agency, LLC exited	Shares	-4.1K	-$203.8K	$0

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