Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 244 loaded

#		Instrument	quantity
1	P/E Global LLC	Shares	1.4MSH	$218.4M
2	Sequoia Financial Advisors, LLC	Shares	1.1MSH	$180.0M
3	Bogart Wealth, LLC	Shares	1.0MSH	$164.8M
4	CAPITAL ADVISORS INC/OK	Shares	798.3KSH	$125.3M
5	Mirae Asset Global Investments Co., Ltd.	Shares	653.7KSH	$102.6M
6	Blue Trust, Inc.	Shares	421.8KSH	$66.2M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	278.0KSH	$43.8M
8	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	257.1KSH	$40.4M
9	Pathway Financial Advisors LLC	Shares	241.1KSH	$37.6M
10	Waldron Private Wealth LLC	Shares	199.2KSH	$31.3M
11	MEITAV INVESTMENT HOUSE LTD	Shares	163.0KSH	$25.6M
12	Bricktown Capital, LLC	Shares	162.1KSH	$25.4M
13	EQUITABLE TRUST CO	Shares	149.2KSH	$23.4M
14	Union Bancaire Privee, UBP SA	Shares	132.5KSH	$21.2M
15	Topor & Co. Korea	Shares	129.9KSH	$20.4M
16	Portus Wealth Advisors, LLC	Shares	120.0KSH	$18.8M
17	SVB WEALTH LLC	Shares	92.9KSH	$14.6M
18	Amplius Wealth Advisors, LLC	Shares	85.8KSH	$13.5M
19	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	78.9KSH	$12.4M
20	UNIQUE WEALTH, LLC	Shares	78.1KSH	$12.3M
21	COOPER INVESTORS PTY LTD	Shares	66.3KSH	$10.4M
22	Mullaney, Keating & Wright, Inc.	Shares	61.7KSH	$9.7M
23	Financial Enhancement Group LLC	Shares	59.1KSH	$9.3M
24	Altrafin AG	Shares	57.5KSH	$9.0M
25	SBI Securities Co., Ltd.	Shares	56.5KSH	$8.9M
26	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	49.1KSH	$7.7M
27	Sava Infond d.o.o.	Shares	47.5KSH	$7.4M
28	LexAurum Advisors, LLC	Shares	47.1KSH	$7.4M
29	Verum Partners LLC	Shares	45.1KSH	$7.1M
30	Peak Financial Management, Inc.	Shares	42.3KSH	$6.6M
31	Lee Financial Co	Shares	41.3KSH	$6.5M
32	Diversified Trust Co	Shares	39.5KSH	$6.2M
33	Ballentine Partners, LLC	Shares	39.4KSH	$6.2M
34	Onyx Bridge Wealth Group LLC	Shares	37.9KSH	$5.9M
35	Procyon Advisors, LLC	Shares	36.9KSH	$5.8M
36	Intergy Private Wealth, LLC	Shares	32.9KSH	$5.2M
37	Madrona Financial Services, LLC	Shares	32.2KSH	$5.1M
38	BSW Wealth Partners	Shares	30.9KSH	$4.9M
39	Well Done, LLC	Shares	30.9KSH	$4.9M
40	Beirne Wealth Consulting Services, LLC	Shares	30.4KSH	$4.8M
41	SteelPeak Wealth, LLC	Shares	28.7KSH	$4.5M
42	Golden State Wealth Management, LLC	Shares	28.4KSH	$4.5M
43	Rathbones Group PLC	Shares	27.2KSH	$4.3M
44	SIGNATUREFD, LLC	Shares	26.7KSH	$4.2M
45	Trilogy Capital Inc.	Shares	26.0KSH	$4.1M
46	MassMutual Private Wealth & Trust, FSB	Shares	25.8KSH	$4.0M
47	CATALYST PRIVATE WEALTH, LLC	Shares	24.9KSH	$3.9M
48	RDA Financial Network	Shares	23.2KSH	$3.6M
49	WADDELL & ASSOCIATES, LLC	Shares	23.0KSH	$3.6M
50	PFW Advisors LLC	Shares	22.7KSH	$3.6M

Scroll to load more

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

50 / 250 loaded

#		Instrument
1	MEITAV INVESTMENT HOUSE LTD new	Shares	+163.0K	+$25.6M	$25.6M
2	Bogart Wealth, LLC added	Shares	+17.8K	+$22.0M	$164.8M
3	P/E Global LLC trimmed	Shares	-55.6K	+$18.2M	$218.4M
4	Union Bancaire Privee, UBP SA added	Shares	+96.9K	+$15.7M	$21.2M
5	CAPITAL ADVISORS INC/OK added	Shares	+5.6K	+$15.6M	$125.3M
6	SVB WEALTH LLC added	Shares	+91.3K	+$14.4M	$14.6M
7	Sequoia Financial Advisors, LLC trimmed	Shares	-51.3K	+$14.2M	$180.0M
8	BEACON INVESTMENT ADVISORY SERVICES, INC. added	Shares	+66.6K	+$14.0M	$40.4M
9	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.6K	+$12.5M	$102.6M
10	Blue Trust, Inc. trimmed	Shares	-11.7K	+$6.2M	$66.2M
11	Onyx Bridge Wealth Group LLC new	Shares	+37.9K	+$5.9M	$5.9M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+379	+$5.1M	$43.8M
13	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+19.4K	+$4.2M	$12.4M
14	Trilogy Capital Inc. new	Shares	+26.0K	+$4.1M	$4.1M
15	Pathway Financial Advisors LLC trimmed	Shares	-1.2K	+$3.9M	$37.6M
16	Waldron Private Wealth LLC trimmed	Shares	-200	+$3.7M	$31.3M
17	Bricktown Capital, LLC added	Shares	+1.4K	+$3.2M	$25.4M
18	Portus Wealth Advisors, LLC added	Shares	+2.5K	+$2.6M	$18.8M
19	Topor & Co. Korea trimmed	Shares	-2.1K	+$2.1M	$20.4M
20	EQUITABLE TRUST CO trimmed	Shares	-5.6K	+$2.0M	$23.4M
21	Mirabaud & Cie SA new	Shares	+10.5K	+$1.6M	$1.6M
22	Amplius Wealth Advisors, LLC trimmed	Shares	-661	+$1.5M	$13.5M
23	Composition Wealth, LLC added	Shares	+7.2K	+$1.3M	$2.7M
24	Diversified Trust Co added	Shares	+4.1K	+$1.3M	$6.2M
25	RiverTree Advisors, LLC added	Shares	+7.5K	+$1.3M	$2.0M
26	Avior Wealth Management, LLC new	Shares	+7.8K	+$1.2M	$1.2M
27	Mullaney, Keating & Wright, Inc. added	Shares	+34	+$1.2M	$9.7M
28	Altrafin AG unchanged	Shares	0	+$1.1M	$9.0M
29	LexAurum Advisors, LLC added	Shares	+705	+$973.7K	$7.4M
30	SBI Securities Co., Ltd. trimmed	Shares	-593	+$968.8K	$8.9M
31	BigSur Wealth Management LLC added	Shares	+6.0K	+$953.0K	$1.0M
32	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+5.2K	+$885.7K	$1.4M
33	J.W. COLE ADVISORS, INC. new	Shares	+5.4K	+$855.2K	$855.2K
34	Lee Financial Co added	Shares	+437	+$828.6K	$6.5M
35	Peak Financial Management, Inc. trimmed	Shares	-30	+$782.1K	$6.6M
36	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-1.1K	+$758.5K	$7.7M
37	Scarborough Advisors, LLC added	Shares	+4.6K	+$735.7K	$908.3K
38	Ballentine Partners, LLC unchanged	Shares	0	+$733.3K	$6.2M
39	Procyon Advisors, LLC added	Shares	+1	+$686.2K	$5.8M
40	Intergy Private Wealth, LLC added	Shares	+1	+$612.3K	$5.2M
41	SAX WEALTH ADVISORS, LLC new	Shares	+4.4K	+$607.7K	$607.7K
42	Madrona Financial Services, LLC trimmed	Shares	-1	+$599.1K	$5.1M
43	Verum Partners LLC trimmed	Shares	-1.7K	+$597.9K	$7.1M
44	Beirne Wealth Consulting Services, LLC added	Shares	+17	+$568.6K	$4.8M
45	BSW Wealth Partners trimmed	Shares	-66	+$566.1K	$4.9M
46	Independent Wealth Network Inc. added	Shares	+782	+$529.4K	$3.6M
47	Sava Infond d.o.o. trimmed	Shares	-2.7K	+$509.0K	$7.4M
48	RDA Financial Network added	Shares	+552	+$508.4K	$3.6M
49	SIGNATUREFD, LLC unchanged	Shares	0	+$497.0K	$4.2M
50	Prospera Financial Services Inc added	Shares	+869	+$478.5K	$3.0M

Scroll to load more