Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 56 loaded

#		Instrument	quantity
1	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	3.4MSH	$140.0M
2	Winthrop Advisory Group LLC	Shares	545.3KSH	$22.3M
3	Thrive Wealth Management, LLC	Shares	509.3KSH	$20.9M
4	Sequoia Financial Advisors, LLC	Shares	371.0KSH	$15.2M
5	Conrad Siegel Investment Advisors, Inc.	Shares	360.9KSH	$14.8M
6	Acropolis Investment Management, LLC	Shares	359.0KSH	$14.7M
7	Heck Capital Advisors, LLC	Shares	327.0KSH	$13.4M
8	Farther Finance Advisors, LLC	Shares	296.5KSH	$12.1M
9	EXCHANGE TRADED CONCEPTS, LLC	Shares	281.0KSH	$11.5M
10	Northwest Wealth Advisors, LLC	Shares	212.6KSH	$8.7M
11	Beirne Wealth Consulting Services, LLC	Shares	155.3KSH	$6.4M
12	Citizens National Bank Trust Department	Shares	137.2KSH	$5.6M
13	YHB Investment Advisors, Inc.	Shares	129.1KSH	$5.3M
14	SigFig Wealth Management, LLC	Shares	115.2KSH	$4.7M
15	Stonebridge Wealth Management, LLC	Shares	59.7KSH	$2.4M
16	IFP Advisors, Inc	Shares	58.4KSH	$2.4M
17	LINCOLN CAPITAL CORP	Shares	39.3KSH	$1.6M
18	MAIMON WEALTH MANAGEMENT LTD.	Shares	37.2KSH	$1.5M
19	Gallacher Capital Management LLC	Shares	36.0KSH	$1.5M
20	Wedmont Private Capital	Shares	30.3KSH	$1.3M
21	Armbruster Capital Management, Inc.	Shares	29.4KSH	$1.2M
22	Composition Wealth, LLC	Shares	24.5KSH	$1.0M
23	Barnes Wealth Management Group, Inc	Shares	22.3KSH	$914.3K
24	J.W. COLE ADVISORS, INC.	Shares	21.8KSH	$892.2K
25	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	19.3KSH	$788.7K
26	LexAurum Advisors, LLC	Shares	17.0KSH	$696.8K
27	Merit Financial Group, LLC	Shares	16.1KSH	$661.5K
28	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	15.6KSH	$638.1K
29	Foster Victor Wealth Advisors, LLC	Shares	13.1KSH	$540.9K
30	Archer Investment Management, LLC	Shares	12.9KSH	$529.0K
31	Rockwood Wealth Management, LLC	Shares	10.0KSH	$409.6K
32	Orgel Wealth Management, LLC	Shares	9.4KSH	$386.9K
33	Baker Ellis Asset Management LLC	Shares	8.5KSH	$348.2K
34	XML Financial, LLC	Shares	6.9KSH	$283.1K
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.6KSH	$271.5K
36	Capital Investment Advisory Services, LLC	Shares	6.6KSH	$269.3K
37	D.A. DAVIDSON & CO.	Shares	6.3KSH	$257.1K
38	Wealthcare Advisory Partners LLC	Shares	5.8KSH	$236.1K
39	Magnus Financial Group LLC	Shares	5.4KSH	$222.6K
40	MBE Wealth Management, LLC	Shares	5.2KSH	$211.8K
41	Mendel Capital Management LLC	Shares	5.1KSH	$208.0K
42	WETZEL INVESTMENT ADVISORS, INC.	Shares	5.1KSH	$207.4K
43	Versant Capital Management, Inc	Shares	4.2KSH	$172.3K
44	GAMMA Investing LLC	Shares	1.0KSH	$41.2K
45	Harbor Asset Planning, Inc.	Shares	887SH	$36.3K
46	Monetary Solutions, Ltd	Shares	671SH	$27.5K
47	Signature Resources Capital Management, LLC	Shares	610SH	$25.0K
48	Pflug Koory, LLC	Shares	516SH	$21.1K
49	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	460SH	$18.8K
50	Blue Trust, Inc.	Shares	338SH	$13.8K

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

50 / 56 loaded

#		Instrument
1	HALBERT HARGROVE GLOBAL ADVISORS, LLC added	Shares	+77.6K	+$9.9M	$140.0M
2	Thrive Wealth Management, LLC added	Shares	+167.1K	+$7.5M	$20.9M
3	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+44.4K	+$2.3M	$11.5M
4	YHB Investment Advisors, Inc. added	Shares	+38.6K	+$1.8M	$5.3M
5	Northwest Wealth Advisors, LLC added	Shares	+18.5K	+$1.1M	$8.7M
6	Conrad Siegel Investment Advisors, Inc. added	Shares	+3.0K	+$838.1K	$14.8M
7	Winthrop Advisory Group LLC trimmed	Shares	-13.3K	+$571.4K	$22.3M
8	Acropolis Investment Management, LLC trimmed	Shares	-4.3K	+$551.2K	$14.7M
9	Beirne Wealth Consulting Services, LLC added	Shares	+3.5K	+$446.3K	$6.4M
10	Citizens National Bank Trust Department added	Shares	+2.1K	+$355.1K	$5.6M
11	MAIMON WEALTH MANAGEMENT LTD. added	Shares	+5.3K	+$318.3K	$1.5M
12	XML Financial, LLC new	Shares	+6.9K	+$283.1K	$283.1K
13	Heck Capital Advisors, LLC trimmed	Shares	-10.2K	+$255.0K	$13.4M
14	Mendel Capital Management LLC new	Shares	+5.1K	+$208.0K	$208.0K
15	Barnes Wealth Management Group, Inc added	Shares	+3.4K	+$175.4K	$914.3K
16	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+2.7K	+$144.6K	$788.7K
17	Stonebridge Wealth Management, LLC trimmed	Shares	-949	+$82.5K	$2.4M
18	LINCOLN CAPITAL CORP added	Shares	+7	+$79.0K	$1.6M
19	SigFig Wealth Management, LLC trimmed	Shares	-3.7K	+$78.1K	$4.7M
20	Merit Financial Group, LLC added	Shares	+778	+$62.6K	$661.5K
21	J.W. COLE ADVISORS, INC. added	Shares	+190	+$51.0K	$892.2K
22	Orgel Wealth Management, LLC added	Shares	+683	+$45.5K	$386.9K
23	Harbor Asset Planning, Inc. new	Shares	+887	+$36.3K	$36.3K
24	Monetary Solutions, Ltd new	Shares	+671	+$27.5K	$27.5K
25	Rockwood Wealth Management, LLC unchanged	Shares	0	+$20.0K	$409.6K
26	Archer Investment Management, LLC trimmed	Shares	-192	+$18.4K	$529.0K
27	IFP Advisors, Inc trimmed	Shares	-2.5K	+$17.7K	$2.4M
28	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-353	+$17.4K	$638.1K
29	D.A. DAVIDSON & CO. unchanged	Shares	0	+$12.6K	$257.1K
30	Wealthcare Advisory Partners LLC added	Shares	+24	+$12.5K	$236.1K
31	LexAurum Advisors, LLC trimmed	Shares	-562	+$12.1K	$696.8K
32	MBE Wealth Management, LLC added	Shares	+30	+$11.5K	$211.8K
33	Wedmont Private Capital added	Shares	+5	+$11.1K	$1.3M
34	Versant Capital Management, Inc unchanged	Shares	0	+$8.4K	$172.3K
35	Magnus Financial Group LLC trimmed	Shares	-80	+$7.8K	$222.6K
36	Wagner Wealth Management, LLC new	Shares	+170	+$7.0K	$7.0K
37	Piscataqua Savings Bank new	Shares	+115	+$4.7K	$4.7K
38	COUNTRY TRUST BANK new	Shares	+72	+$2.9K	$2.9K
39	GAMMA Investing LLC unchanged	Shares	0	+$2.0K	$41.2K
40	Pflug Koory, LLC added	Shares	+9	+$1.4K	$21.1K
41	Signature Resources Capital Management, LLC unchanged	Shares	0	+$1.2K	$25.0K
42	Blue Trust, Inc. unchanged	Shares	0	+$676	$13.8K
43	PARK AVENUE SECURITIES LLC added	Shares	+13.8K	+$595	$1.2K
44	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$286	$18.8K
45	Seascape Capital Management added	Shares	+864	+$68	$703
46	Capital Advisors, Ltd. LLC trimmed	Shares	-182	+$21	$583
47	Foster Victor Wealth Advisors, LLC unchanged	Shares	0	-$2.8K	$540.9K
48	Capital Investment Advisory Services, LLC trimmed	Shares	-453	-$4.5K	$269.3K
49	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-628	-$11.8K	$271.5K
50	WETZEL INVESTMENT ADVISORS, INC. trimmed	Shares	-1.9K	-$63.9K	$207.4K

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