Filing Research | ISHARES U S ETF TR Institutional Holdings

Snapshot holdings

3 / 3 loaded

#		Instrument	quantity
1	SimpliFi, Inc.	Shares	36.4KSH	$955.6K
2	ABLE Financial Group, LLC	Shares	10.1KSH	$265.3K
3	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	130SH	$3.4K

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

3 / 3 loaded

#		Instrument
1	ABLE Financial Group, LLC unchanged	Shares	0	+$1.5K	$265.3K
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$1	$3.4K
3	SimpliFi, Inc. trimmed	Shares	-3.9K	-$97.9K	$955.6K