Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 338 loaded

#		Instrument	quantity
1	SIGNATUREFD, LLC	Shares	151.2KSH	$55.3M
2	Financial Partners Group, Inc	Shares	111.3KSH	$40.7M
3	Oakworth Capital, Inc.	Shares	100.8KSH	$36.9M
4	Financial Enhancement Group LLC	Shares	82.7KSH	$30.3M
5	OLD NATIONAL BANCORP /IN/	Shares	74.4KSH	$27.2M
6	Amplius Wealth Advisors, LLC	Shares	74.1KSH	$27.1M
7	Demars Financial Group, LLC	Shares	73.3KSH	$26.8M
8	IFP Advisors, Inc	Shares	72.8KSH	$26.6M
9	Wealth Group Ltd	Shares	60.4KSH	$22.1M
10	Investors Research Corp	Shares	58.0KSH	$21.2M
11	Merit Financial Group, LLC	Shares	50.0KSH	$18.3M
12	Roof Eidam Maycock Peralta, LLC	Shares	44.9KSH	$16.4M
13	FIFTH THIRD SECURITIES, INC.	Shares	42.2KSH	$15.4M
14	J.W. COLE ADVISORS, INC.	Shares	38.0KSH	$13.9M
15	Farther Finance Advisors, LLC	Shares	33.9KSH	$12.4M
16	Fifth Third Wealth Advisors LLC	Shares	33.6KSH	$12.3M
17	Segment Wealth Management, LLC	Shares	32.4KSH	$11.8M
18	Prospera Financial Services Inc	Shares	31.8KSH	$11.7M
19	ATTICUS WEALTH MANAGEMENT, LLC	Shares	27.9KSH	$10.2M
20	Legacy Advisors, LLC	Shares	27.4KSH	$10.0M
21	Quantum Financial Advisors, LLC	Shares	404.7KSH	$9.7M
22	PRIVATE CLIENT SERVICES, LLC	Shares	25.3KSH	$9.2M
23	Yanni & Associates Investment Advisors, LLC	Shares	23.4KSH	$8.6M
24	Cypress Wealth Services, LLC	Shares	23.1KSH	$8.5M
25	D.A. DAVIDSON & CO.	Shares	22.4KSH	$8.2M
26	PATTON ALBERTSON MILLER GROUP, LLC	Shares	21.9KSH	$8.0M
27	Affinity Capital Advisors, LLC	Shares	21.5KSH	$8.0M
28	Onyx Bridge Wealth Group LLC	Shares	21.0KSH	$7.7M
29	JOHNSON INVESTMENT COUNSEL INC	Shares	20.3KSH	$7.4M
30	Client First Capital LLC	Shares	20.1KSH	$7.4M
31	Security Financial Services, INC.	Shares	19.5KSH	$7.1M
32	Mayflower Financial Advisors, LLC	Shares	19.1KSH	$7.0M
33	Kaydan Wealth Management, Inc.	Shares	19.0KSH	$6.9M
34	Independence Bank of Kentucky	Shares	17.7KSH	$6.5M
35	CFS Investment Advisory Services, LLC	Shares	16.9KSH	$6.2M
36	Forthright Family Wealth Advisory LLC	Shares	16.7KSH	$6.1M
37	GenWealth Group, Inc.	Shares	16.5KSH	$6.1M
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.1KSH	$6.0M
39	Spectrum Planning & Advisory Services Inc.	Shares	16.0KSH	$5.9M
40	WEALTHEDGE INVESTMENT ADVISORS, LLC	Shares	15.9KSH	$5.8M
41	SHEETS SMITH WEALTH MANAGEMENT	Shares	15.6KSH	$5.7M
42	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	15.5KSH	$5.7M
43	Asempa Wealth Advisors	Shares	15.5KSH	$5.7M
44	Kelly Financial Services LLC	Shares	14.9KSH	$5.5M
45	TITLEIST ASSET MANAGEMENT, LLC	Shares	14.9KSH	$5.5M
46	Ridgeline Wealth, LLC	Shares	14.0KSH	$5.1M
47	ONE Advisory Partners, LLC	Shares	13.5KSH	$4.9M
48	Horst & Graben Wealth Management LLC	Shares	12.4KSH	$4.5M
49	HM PAYSON & CO	Shares	12.1KSH	$4.4M
50	Strategic Blueprint, LLC	Shares	11.7KSH	$4.3M

Scroll to load more

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

50 / 352 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+38.0K	+$13.9M	$13.9M
2	SIGNATUREFD, LLC trimmed	Shares	-3.8K	+$6.0M	$55.3M
3	Oakworth Capital, Inc. trimmed	Shares	-91	+$4.8M	$36.9M
4	Financial Partners Group, Inc trimmed	Shares	-1.8K	+$4.7M	$40.7M
5	Wealth Group Ltd added	Shares	+3.6K	+$4.0M	$22.1M
6	WEALTHEDGE INVESTMENT ADVISORS, LLC added	Shares	+8.7K	+$3.5M	$5.8M
7	OLD NATIONAL BANCORP /IN/ trimmed	Shares	-696	+$3.3M	$27.2M
8	Amplius Wealth Advisors, LLC trimmed	Shares	-2.5K	+$2.8M	$27.1M
9	Sequoia Financial Advisors, LLC added	Shares	+7.2K	+$2.7M	$3.4M
10	Forthright Family Wealth Advisory LLC added	Shares	+2.8K	+$2.7M	$6.1M
11	Investors Research Corp trimmed	Shares	-641	+$2.6M	$21.2M
12	Mayflower Financial Advisors, LLC added	Shares	+3.7K	+$2.1M	$7.0M
13	FIFTH THIRD SECURITIES, INC. added	Shares	+2	+$2.0M	$15.4M
14	Roof Eidam Maycock Peralta, LLC trimmed	Shares	-616	+$1.9M	$16.4M
15	PATTON ALBERTSON MILLER GROUP, LLC added	Shares	+2.4K	+$1.8M	$8.0M
16	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+3.1K	+$1.7M	$5.5M
17	Cypress Wealth Services, LLC added	Shares	+1.6K	+$1.6M	$8.5M
18	Merit Financial Group, LLC trimmed	Shares	-2.5K	+$1.6M	$18.3M
19	Segment Wealth Management, LLC trimmed	Shares	-127	+$1.5M	$11.8M
20	Financial Enhancement Group LLC added	Shares	+356	+$1.5M	$30.3M
21	Prospera Financial Services Inc trimmed	Shares	-266	+$1.4M	$11.7M
22	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+2.2K	+$1.4M	$5.7M
23	Legacy Advisors, LLC unchanged	Shares	0	+$1.3M	$10.0M
24	Hoxton Planning & Management, LLC added	Shares	+2.9K	+$1.3M	$2.9M
25	PRIVATE CLIENT SERVICES, LLC added	Shares	+213	+$1.3M	$9.2M
26	Clark Asset Management, LLC new	Shares	+3.4K	+$1.2M	$1.2M
27	Yanni & Associates Investment Advisors, LLC trimmed	Shares	-36	+$1.1M	$8.6M
28	ATTICUS WEALTH MANAGEMENT, LLC trimmed	Shares	-900	+$1.0M	$10.2M
29	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+2.5K	+$1.0M	$1.7M
30	Kaydan Wealth Management, Inc. added	Shares	+306	+$1.0M	$6.9M
31	Security Financial Services, INC. added	Shares	+190	+$990.5K	$7.1M
32	Client First Capital LLC trimmed	Shares	-2	+$959.7K	$7.4M
33	Plancorp, LLC added	Shares	+2.2K	+$923.4K	$2.1M
34	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-383	+$849.5K	$7.4M
35	Independence Bank of Kentucky trimmed	Shares	-30	+$835.0K	$6.5M
36	Kelly Financial Services LLC added	Shares	+230	+$779.4K	$5.5M
37	WT Wealth Management added	Shares	+1.3K	+$746.1K	$2.5M
38	Asempa Wealth Advisors added	Shares	+79	+$728.6K	$5.7M
39	Spectrum Planning & Advisory Services Inc. trimmed	Shares	-202	+$702.6K	$5.9M
40	GenWealth Group, Inc. trimmed	Shares	-450	+$647.4K	$6.1M
41	Ridgeline Wealth, LLC trimmed	Shares	-124	+$630.4K	$5.1M
42	NWAM LLC added	Shares	+1.0K	+$618.1K	$2.3M
43	Focus Financial Network, Inc. added	Shares	+783	+$573.9K	$2.5M
44	Skyline Advisors, Inc. added	Shares	+13.6K	+$563.1K	$1.1M
45	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+361	+$542.5K	$3.3M
46	Runnymede Capital Advisors, Inc. trimmed	Shares	-40	+$529.7K	$4.2M
47	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+1.3K	+$525.9K	$928.2K
48	CMH Wealth Management LLC added	Shares	+375	+$517.7K	$3.0M
49	HM PAYSON & CO trimmed	Shares	-210	+$512.3K	$4.4M
50	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+34	+$503.9K	$3.8M

Scroll to load more