Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 197 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	318.9KSH	$45.4M
2	Gemmer Asset Management LLC	Shares	139.5KSH	$19.9M
3	PFG Investments, LLC	Shares	97.8KSH	$13.9M
4	Mascoma Wealth Management LLC	Shares	76.4KSH	$10.9M
5	Composition Wealth, LLC	Shares	63.1KSH	$9.0M
6	ST GERMAIN D J CO INC	Shares	62.5KSH	$8.9M
7	Strategic Point Investment Advisors, LLC	Shares	57.2KSH	$8.1M
8	ASPIRIANT, LLC	Shares	55.0KSH	$7.8M
9	Wealthcare Advisory Partners LLC	Shares	49.6KSH	$7.1M
10	Gradient Investments LLC	Shares	45.0KSH	$6.4M
11	Gilbert Capital Group, Inc.	Shares	41.5KSH	$5.9M
12	Columbia Bank	Shares	39.9KSH	$5.7M
13	Neumann Capital Management, LLC	Shares	35.2KSH	$5.0M
14	McClarren Financial Advisors, Inc.	Shares	34.5KSH	$4.9M
15	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	Shares	31.1KSH	$4.4M
16	TRUE BLUE FINANCIAL, LLC	Shares	30.9KSH	$4.4M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.5KSH	$4.4M
18	FORBES J M & CO LLP	Shares	29.5KSH	$4.2M
19	Merit Financial Group, LLC	Shares	29.5KSH	$4.2M
20	Fifth Third Wealth Advisors LLC	Shares	28.1KSH	$4.0M
21	Archer Investment Management, LLC	Shares	27.6KSH	$3.9M
22	Horst & Graben Wealth Management LLC	Shares	25.9KSH	$3.7M
23	WEALTHCARE CAPITAL MANAGEMENT LLC	Shares	24.6KSH	$3.5M
24	Accredited Investors Inc.	Shares	23.6KSH	$3.4M
25	SAPIENT CAPITAL LLC	Shares	23.4KSH	$3.3M
26	Stanich Group LLC	Shares	23.0KSH	$3.3M
27	Fingerlakes Wealth Management, Inc.	Shares	22.6KSH	$3.2M
28	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	22.0KSH	$3.1M
29	Sharkey, Howes & Javer	Shares	20.9KSH	$3.0M
30	BigSur Wealth Management LLC	Shares	20.0KSH	$2.8M
31	Boston Trust Walden Corp	Shares	19.0KSH	$2.7M
32	Arlington Financial Advisors, LLC	Shares	18.9KSH	$2.7M
33	Cornerstone Wealth Management, LLC	Shares	18.4KSH	$2.6M
34	SigFig Wealth Management, LLC	Shares	17.5KSH	$2.5M
35	Revolve Wealth Partners, LLC	Shares	17.2KSH	$2.4M
36	Farther Finance Advisors, LLC	Shares	16.7KSH	$2.4M
37	Allodium Investment Consultants, LLC	Shares	16.5KSH	$2.3M
38	Bangor Savings Bank	Shares	16.2KSH	$2.3M
39	Tempus Wealth Planning, LLC	Shares	14.7KSH	$2.1M
40	Investors Research Corp	Shares	14.7KSH	$2.1M
41	PFG Advisors	Shares	14.3KSH	$2.0M
42	Sequoia Financial Advisors, LLC	Shares	14.2KSH	$2.0M
43	Spire Wealth Management	Shares	13.8KSH	$2.0M
44	1015 Capital Partners, LLC	Shares	13.6KSH	$1.9M
45	Apollon Wealth Management, LLC	Shares	13.6KSH	$1.9M
46	Great Diamond Partners, LLC	Shares	12.7KSH	$1.8M
47	SAGE FINANCIAL GROUP INC	Shares	12.2KSH	$1.7M
48	SOA Wealth Advisors, LLC.	Shares	12.1KSH	$1.7M
49	Bensler, LLC	Shares	12.0KSH	$1.7M
50	Boston Standard Wealth Management, LLC	Shares	11.3KSH	$1.6M

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

50 / 199 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-7.1K	+$5.9M	$45.4M
2	Gemmer Asset Management LLC added	Shares	+764	+$3.0M	$19.9M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.1K	+$2.7M	$4.4M
4	PFG Investments, LLC added	Shares	+1.8K	+$2.3M	$13.9M
5	Mascoma Wealth Management LLC added	Shares	+3.9K	+$2.1M	$10.9M
6	Wealthcare Advisory Partners LLC added	Shares	+3.4K	+$1.5M	$7.1M
7	ST GERMAIN D J CO INC added	Shares	+992	+$1.4M	$8.9M
8	Columbia Bank added	Shares	+4.4K	+$1.4M	$5.7M
9	Strategic Point Investment Advisors, LLC added	Shares	+992	+$1.3M	$8.1M
10	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV added	Shares	+4.9K	+$1.3M	$4.4M
11	ASPIRIANT, LLC added	Shares	+140	+$1.2M	$7.8M
12	Gradient Investments LLC added	Shares	+1.7K	+$1.2M	$6.4M
13	McClarren Financial Advisors, Inc. added	Shares	+1.1K	+$865.9K	$4.9M
14	Gilbert Capital Group, Inc. trimmed	Shares	-907	+$770.5K	$5.9M
15	Neumann Capital Management, LLC trimmed	Shares	-227	+$718.8K	$5.0M
16	TRUE BLUE FINANCIAL, LLC added	Shares	+421	+$706.7K	$4.4M
17	Sequoia Financial Advisors, LLC added	Shares	+3.1K	+$681.7K	$2.0M
18	Merit Financial Group, LLC added	Shares	+270	+$658.6K	$4.2M
19	FORBES J M & CO LLP added	Shares	+249	+$656.6K	$4.2M
20	Fingerlakes Wealth Management, Inc. added	Shares	+1.4K	+$650.0K	$3.2M
21	Fifth Third Wealth Advisors LLC added	Shares	+200	+$619.3K	$4.0M
22	Great Diamond Partners, LLC added	Shares	+2.5K	+$571.0K	$1.8M
23	WEALTHCARE CAPITAL MANAGEMENT LLC added	Shares	+400	+$569.8K	$3.5M
24	MISSION WEALTH MANAGEMENT, LP added	Shares	+3.5K	+$566.6K	$925.8K
25	SAPIENT CAPITAL LLC unchanged	Shares	0	+$495.7K	$3.3M
26	TruNorth Capital Management, LLC new	Shares	+3.3K	+$476.8K	$476.8K
27	Stanich Group LLC trimmed	Shares	-146	+$470.1K	$3.3M
28	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+5	+$467.9K	$3.1M
29	Apollon Wealth Management, LLC added	Shares	+1.3K	+$446.0K	$1.9M
30	BigSur Wealth Management LLC unchanged	Shares	0	+$424.0K	$2.8M
31	ABSOLUTE CAPITAL MANAGEMENT, LLC new	Shares	+3.0K	+$421.0K	$421.0K
32	Composition Wealth, LLC trimmed	Shares	-7.7K	+$407.2K	$9.0M
33	J.W. COLE ADVISORS, INC. new	Shares	+2.8K	+$403.2K	$403.2K
34	Boston Trust Walden Corp unchanged	Shares	0	+$402.9K	$2.7M
35	Arlington Financial Advisors, LLC trimmed	Shares	-34	+$397.3K	$2.7M
36	Farther Finance Advisors, LLC added	Shares	+355	+$380.8K	$2.4M
37	Cornerstone Wealth Management, LLC trimmed	Shares	-168	+$370.1K	$2.6M
38	Focus Financial Network, Inc. added	Shares	+1.1K	+$364.3K	$1.6M
39	Accredited Investors Inc. trimmed	Shares	-1.1K	+$363.9K	$3.4M
40	PFG Advisors added	Shares	+393	+$350.2K	$2.0M
41	Decker Retirement Planning Inc. added	Shares	+1.1K	+$346.7K	$1.4M
42	Tempus Wealth Planning, LLC trimmed	Shares	-104	+$299.5K	$2.1M
43	SigFig Wealth Management, LLC trimmed	Shares	-420	+$296.5K	$2.5M
44	Revolve Wealth Partners, LLC trimmed	Shares	-641	+$286.2K	$2.4M
45	Sharkey, Howes & Javer trimmed	Shares	-1.4K	+$278.8K	$3.0M
46	AdvisorNet Financial, Inc added	Shares	+1.5K	+$276.9K	$650.2K
47	SOA Wealth Advisors, LLC. added	Shares	+62	+$263.2K	$1.7M
48	SAGE FINANCIAL GROUP INC added	Shares	+4	+$258.2K	$1.7M
49	Williams Financial, LLC new	Shares	+1.8K	+$251.7K	$251.7K
50	Bensler, LLC trimmed	Shares	-77	+$244.5K	$1.7M

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