Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 73 loaded

#		Instrument	quantity
1	NEW WAVE WEALTH ADVISORS LLC	Shares	273.0KSH	$19.9M
2	Barry Investment Advisors, LLC	Shares	59.4KSH	$4.3M
3	Synergy Asset Management, LLC	Shares	51.9KSH	$3.8M
4	ShoreHaven Wealth Partners, LLC	Shares	29.7KSH	$2.2M
5	Cypress Wealth Services, LLC	Shares	23.6KSH	$1.7M
6	Ridgeline Wealth, LLC	Shares	22.7KSH	$1.7M
7	Asempa Wealth Advisors	Shares	20.7KSH	$1.5M
8	Affinity Capital Advisors, LLC	Shares	20.2KSH	$1.5M
9	Strategic Blueprint, LLC	Shares	18.9KSH	$1.4M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	18.9KSH	$1.4M
11	Apollon Wealth Management, LLC	Shares	18.6KSH	$1.4M
12	BOURGEON CAPITAL MANAGEMENT LLC	Shares	16.0KSH	$1.2M
13	Mayflower Financial Advisors, LLC	Shares	14.5KSH	$1.1M
14	First Growth Capital LLC	Shares	13.8KSH	$1.0M
15	Westhampton Capital, LLC	Shares	12.8KSH	$931.6K
16	Finley Financial, LLC	Shares	12.7KSH	$927.7K
17	BANQUE PICTET & CIE SA	Shares	12.1KSH	$879.3K
18	BEACON FINANCIAL GROUP	Shares	11.7KSH	$852.3K
19	5T Wealth, LLC	Shares	11.3KSH	$819.6K
20	COOKSON PEIRCE & CO INC	Shares	11.1KSH	$805.6K
21	UNIQUE WEALTH, LLC	Shares	11.0KSH	$798.6K
22	Horst & Graben Wealth Management LLC	Shares	10.7KSH	$770.7K
23	Balance Wealth Partners LLC	Shares	10.5KSH	$763.5K
24	Sound Income Strategies, LLC	Shares	9.3KSH	$676.8K
25	Farther Finance Advisors, LLC	Shares	9.1KSH	$662.7K
26	Braun-Bostich & Associates Inc.	Shares	9.0KSH	$655.1K
27	Certified Advisory Corp	Shares	9.0KSH	$653.6K
28	Hibernia Wealth Partners, LLC	Shares	8.6KSH	$627.0K
29	Lansing Street Advisors	Shares	8.6KSH	$625.9K
30	Rathbones Group PLC	Shares	8.6KSH	$624.3K
31	Brown Miller Wealth Management, LLC	Shares	7.6KSH	$553.0K
32	Brookstone Capital Management	Shares	7.6KSH	$550.9K
33	ONE Advisory Partners, LLC	Shares	7.5KSH	$549.1K
34	Blue Trust, Inc.	Shares	7.3KSH	$528.5K
35	Cohen Capital Management, Inc.	Shares	7.2KSH	$523.8K
36	Avidian Wealth Enterprises, LLC	Shares	6.9KSH	$499.4K
37	FIRETHORN WEALTH PARTNERS, LLC	Shares	6.7KSH	$490.2K
38	Integris Wealth Management, LLC	Shares	6.6KSH	$479.9K
39	Prospera Financial Services Inc	Shares	6.4KSH	$463.2K
40	SAX WEALTH ADVISORS, LLC	Shares	6.7KSH	$457.5K
41	Harbour Capital Advisors, LLC	Shares	6.0KSH	$438.8K
42	EverSource Wealth Advisors, LLC	Shares	5.1KSH	$368.7K
43	CAPITAL ADVISORS INC/OK	Shares	5.0KSH	$364.3K
44	L. Roy Papp & Associates, LLP	Shares	4.5KSH	$327.8K
45	SBI Securities Co., Ltd.	Shares	4.3KSH	$316.8K
46	Yoffe Investment Management, LLC	Shares	4.3KSH	$315.2K
47	Patriot Financial Group Insurance Agency, LLC	Shares	4.3KSH	$314.3K
48	Empire Life Investments Inc.	Shares	4.2KSH	$304.7K
49	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	Shares	4.0KSH	$291.4K
50	Spire Wealth Management	Shares	3.7KSH	$266.3K

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

50 / 76 loaded

#		Instrument
1	NEW WAVE WEALTH ADVISORS LLC added	Shares	+140.7K	+$10.9M	$19.9M
2	Synergy Asset Management, LLC added	Shares	+23.0K	+$1.8M	$3.8M
3	BOURGEON CAPITAL MANAGEMENT LLC new	Shares	+16.0K	+$1.2M	$1.2M
4	SAX WEALTH ADVISORS, LLC new	Shares	+6.7K	+$457.5K	$457.5K
5	BANQUE PICTET & CIE SA added	Shares	+5.3K	+$421.4K	$879.3K
6	Meridian Financial Advisors, LLC new	Shares	+2.8K	+$201.7K	$201.7K
7	Affinity Capital Advisors, LLC trimmed	Shares	-126	+$111.6K	$1.5M
8	Barry Investment Advisors, LLC trimmed	Shares	-2.8K	+$102.0K	$4.3M
9	Prospera Financial Services Inc added	Shares	+996	+$98.9K	$463.2K
10	ShoreHaven Wealth Partners, LLC trimmed	Shares	-705	+$98.1K	$2.2M
11	Ridgeline Wealth, LLC trimmed	Shares	-293	+$91.8K	$1.7M
12	Westhampton Capital, LLC added	Shares	+400	+$90.0K	$931.6K
13	Asempa Wealth Advisors trimmed	Shares	-12	+$80.5K	$1.5M
14	COOKSON PEIRCE & CO INC added	Shares	+286	+$73.7K	$805.6K
15	Brown Miller Wealth Management, LLC added	Shares	+457	+$68.3K	$553.0K
16	Strategic Blueprint, LLC trimmed	Shares	-389	+$66.5K	$1.4M
17	Finley Financial, LLC unchanged	Shares	0	+$62.5K	$927.7K
18	Cypress Wealth Services, LLC trimmed	Shares	-980	+$49.1K	$1.7M
19	Certified Advisory Corp added	Shares	+44	+$47.0K	$653.6K
20	Apollon Wealth Management, LLC trimmed	Shares	-739	+$41.1K	$1.4M
21	Cohen Capital Management, Inc. added	Shares	+82	+$40.8K	$523.8K
22	Lansing Street Advisors trimmed	Shares	-26	+$40.4K	$625.9K
23	Farther Finance Advisors, LLC added	Shares	+51	+$39.2K	$662.7K
24	First Growth Capital LLC trimmed	Shares	-253	+$36.7K	$1.0M
25	Sound Income Strategies, LLC unchanged	Shares	0	+$36.4K	$676.8K
26	Avidian Wealth Enterprises, LLC unchanged	Shares	0	+$33.7K	$499.4K
27	Braun-Bostich & Associates Inc. trimmed	Shares	-175	+$32.3K	$655.1K
28	Mayflower Financial Advisors, LLC trimmed	Shares	-686	+$24.8K	$1.1M
29	CAPITAL ADVISORS INC/OK unchanged	Shares	0	+$24.6K	$364.3K
30	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+260	+$23.6K	$156.6K
31	ONE Advisory Partners, LLC trimmed	Shares	-197	+$23.6K	$549.1K
32	L. Roy Papp & Associates, LLP unchanged	Shares	0	+$22.1K	$327.8K
33	5T Wealth, LLC trimmed	Shares	-494	+$21.7K	$819.6K
34	Composition Wealth, LLC added	Shares	+61	+$21.5K	$257.8K
35	Yoffe Investment Management, LLC unchanged	Shares	0	+$21.2K	$315.2K
36	SILVIA MCCOLL WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$19.6K	$291.4K
37	FIRETHORN WEALTH PARTNERS, LLC trimmed	Shares	-204	+$19.2K	$490.2K
38	Blue Trust, Inc. trimmed	Shares	-288	+$16.0K	$528.5K
39	FIRST HORIZON CORP unchanged	Shares	0	+$14.7K	$218.6K
40	Balance Wealth Partners LLC trimmed	Shares	-548	+$14.1K	$763.5K
41	WATERSHED PRIVATE WEALTH LLC trimmed	Shares	-44	+$13.2K	$240.8K
42	Ironwood Financial, llc trimmed	Shares	-43	+$12.8K	$265.1K
43	Princeton Global Asset Management LLC added	Shares	+29	+$10.2K	$122.1K
44	CoreCap Advisors, LLC unchanged	Shares	0	+$9.7K	$143.4K
45	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$8.8K	$131.1K
46	Harbour Capital Advisors, LLC unchanged	Shares	0	+$7.2K	$438.8K
47	IFP Advisors, Inc trimmed	Shares	-40	+$5.1K	$116.2K
48	Grove Bank & Trust unchanged	Shares	0	+$3.9K	$58.3K
49	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$3.3K	$49.5K
50	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	+$2.4K	$35.7K

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