Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 66 loaded

#		Instrument	quantity
1	TOMPKINS FINANCIAL CORP	Shares	501.4KSH	$92.7M
2	Heck Capital Advisors, LLC	Shares	204.6KSH	$37.8M
3	SEARCY FINANCIAL SERVICES INC /ADV	Shares	178.9KSH	$33.1M
4	MANCHESTER FINANCIAL INC	Shares	121.9KSH	$22.5M
5	ARCADIA INVESTMENT ADVISORS LLC	Shares	73.7KSH	$13.6M
6	Annex Advisory Services, LLC	Shares	73.6KSH	$13.6M
7	Composition Wealth, LLC	Shares	60.1KSH	$11.1M
8	Envestnet Portfolio Solutions, Inc.	Shares	55.9KSH	$10.3M
9	FIRST CITIZENS BANK & TRUST CO	Shares	55.9KSH	$10.3M
10	Merit Financial Group, LLC	Shares	41.7KSH	$7.7M
11	ShoreHaven Wealth Partners, LLC	Shares	39.2KSH	$7.2M
12	Winter & Associates, Inc.	Shares	34.5KSH	$6.4M
13	Holos Integrated Wealth LLC	Shares	33.8KSH	$6.3M
14	MONEYWISE, INC.	Shares	18.1KSH	$3.4M
15	Mason & Associates, LLC	Shares	17.8KSH	$3.3M
16	SOA Wealth Advisors, LLC.	Shares	16.5KSH	$3.1M
17	Legacy Advisory Services, LLC	Shares	15.3KSH	$2.8M
18	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	14.9KSH	$2.8M
19	Boyd Wealth Management, LLC	Shares	13.8KSH	$2.5M
20	Compton Wealth Advisory Group, LLC	Shares	12.7KSH	$2.3M
21	GRANITE ISLANDS PRIVATE WEALTH, LLC	Shares	12.1KSH	$2.2M
22	Bison Wealth, LLC	Shares	11.8KSH	$2.2M
23	FLAGSHIP HARBOR ADVISORS, LLC	Shares	9.0KSH	$1.7M
24	Avior Wealth Management, LLC	Shares	7.8KSH	$1.4M
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.5KSH	$1.4M
26	FIFTH THIRD SECURITIES, INC.	Shares	7.1KSH	$1.3M
27	Procyon Advisors, LLC	Shares	7.0KSH	$1.3M
28	Breakwater Capital Group	Shares	6.5KSH	$1.2M
29	Stone Wealth Partners	Shares	4.1KSH	$761.6K
30	Farther Finance Advisors, LLC	Shares	4.0KSH	$739.7K
31	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	4.0KSH	$730.7K
32	IFP Advisors, Inc	Shares	3.7KSH	$679.0K
33	Investors Research Corp	Shares	3.4KSH	$621.8K
34	DAVENPORT & Co LLC	Shares	3.0KSH	$554.9K
35	Stronghold Wealth Management L.L.C.	Shares	2.9KSH	$540.6K
36	Secure Asset Management, LLC	Shares	2.5KSH	$454.2K
37	J.W. COLE ADVISORS, INC.	Shares	2.2KSH	$409.9K
38	Capital Investment Advisory Services, LLC	Shares	2.0KSH	$369.9K
39	GenWealth Group, Inc.	Shares	1.9KSH	$349.4K
40	Cornerstone Wealth Management, LLC	Shares	1.8KSH	$333.8K
41	Kelly Financial Services LLC	Shares	1.6KSH	$291.1K
42	Yanni & Associates Investment Advisors, LLC	Shares	1.6KSH	$289.4K
43	CFS Investment Advisory Services, LLC	Shares	1.5KSH	$281.5K
44	REDSTONE WEALTH MANAGEMENT, LLC	Shares	1.5KSH	$279.8K
45	Octavia Wealth Advisors, LLC	Shares	1.5KSH	$276.7K
46	Diversified Trust Co	Shares	1.5KSH	$274.5K
47	Orin Green Financial, LLC	Shares	1.4KSH	$263.0K
48	TOTH FINANCIAL ADVISORY CORP	Shares	1.4KSH	$257.1K
49	RFG Advisory, LLC	Shares	1.4KSH	$253.2K
50	NWAM LLC	Shares	1.3KSH	$240.2K

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

50 / 67 loaded

#		Instrument
1	TOMPKINS FINANCIAL CORP added	Shares	+2.6K	+$12.7M	$92.7M
2	Heck Capital Advisors, LLC unchanged	Shares	0	+$5.0M	$37.8M
3	SEARCY FINANCIAL SERVICES INC /ADV trimmed	Shares	-3.1K	+$3.9M	$33.1M
4	MANCHESTER FINANCIAL INC added	Shares	+2.3K	+$3.4M	$22.5M
5	Winter & Associates, Inc. added	Shares	+14.4K	+$3.1M	$6.4M
6	ARCADIA INVESTMENT ADVISORS LLC added	Shares	+993	+$2.0M	$13.6M
7	Annex Advisory Services, LLC trimmed	Shares	-502	+$1.7M	$13.6M
8	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-780	+$1.2M	$10.3M
9	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-780	+$1.2M	$10.3M
10	Merit Financial Group, LLC added	Shares	+449	+$1.1M	$7.7M
11	MONEYWISE, INC. added	Shares	+3.6K	+$1.0M	$3.4M
12	ShoreHaven Wealth Partners, LLC trimmed	Shares	-59	+$948.6K	$7.2M
13	Holos Integrated Wealth LLC added	Shares	+927	+$907.1K	$6.3M
14	GRANITE ISLANDS PRIVATE WEALTH, LLC added	Shares	+3.5K	+$861.9K	$2.2M
15	IFP Advisors, Inc added	Shares	+2.9K	+$550.1K	$679.0K
16	Legacy Advisory Services, LLC added	Shares	+695	+$486.5K	$2.8M
17	Composition Wealth, LLC trimmed	Shares	-6.2K	+$459.5K	$11.1M
18	Mason & Associates, LLC trimmed	Shares	-22	+$433.1K	$3.3M
19	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+325	+$417.7K	$2.8M
20	J.W. COLE ADVISORS, INC. new	Shares	+2.2K	+$409.9K	$409.9K
21	Breakwater Capital Group added	Shares	+1.5K	+$394.9K	$1.2M
22	Boyd Wealth Management, LLC trimmed	Shares	-306	+$288.0K	$2.5M
23	Compton Wealth Advisory Group, LLC trimmed	Shares	-20	+$286.1K	$2.3M
24	RFG Advisory, LLC new	Shares	+1.4K	+$253.2K	$253.2K
25	NWAM LLC new	Shares	+1.3K	+$240.2K	$240.2K
26	JUNCTURE WEALTH STRATEGIES, LLC new	Shares	+1.2K	+$217.7K	$217.7K
27	Strategic Blueprint, LLC new	Shares	+1.1K	+$210.5K	$210.5K
28	Smith Salley Wealth Management new	Shares	+1.1K	+$207.7K	$207.7K
29	LVW Advisors, LLC new	Shares	+1.1K	+$207.5K	$207.5K
30	Procyon Advisors, LLC unchanged	Shares	0	+$172.2K	$1.3M
31	Avior Wealth Management, LLC trimmed	Shares	-138	+$168.9K	$1.4M
32	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-375	+$160.2K	$1.7M
33	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+261	+$138.5K	$730.7K
34	DAVENPORT & Co LLC added	Shares	+135	+$95.2K	$554.9K
35	Stone Wealth Partners trimmed	Shares	-181	+$71.7K	$761.6K
36	Stronghold Wealth Management L.L.C. trimmed	Shares	-16	+$69.0K	$540.6K
37	Investors Research Corp trimmed	Shares	-137	+$60.4K	$621.8K
38	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$48.9K	$369.9K
39	Secure Asset Management, LLC trimmed	Shares	-78	+$47.6K	$454.2K
40	Cornerstone Wealth Management, LLC unchanged	Shares	0	+$44.2K	$333.8K
41	SOA Wealth Advisors, LLC. trimmed	Shares	-2.3K	+$38.5K	$3.1M
42	Yanni & Associates Investment Advisors, LLC unchanged	Shares	0	+$38.3K	$289.4K
43	Octavia Wealth Advisors, LLC unchanged	Shares	0	+$36.6K	$276.7K
44	Diversified Trust Co unchanged	Shares	0	+$36.3K	$274.5K
45	StrongBox Wealth, LLC new	Shares	+173	+$32.0K	$32.0K
46	GenWealth Group, Inc. trimmed	Shares	-109	+$28.7K	$349.4K
47	TOTH FINANCIAL ADVISORY CORP trimmed	Shares	-50	+$26.0K	$257.1K
48	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$18.8K	$141.9K
49	AdvisorNet Financial, Inc unchanged	Shares	0	+$12.4K	$94.0K
50	Kelly Financial Services LLC trimmed	Shares	-183	+$8.4K	$291.1K

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