Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 287 loaded

#		Instrument	quantity
1	Merit Financial Group, LLC	Shares	2.1MSH	$393.6M
2	Blue Trust, Inc.	Shares	1.9MSH	$355.2M
3	BENJAMIN EDWARDS INC	Shares	825.4KSH	$155.3M
4	Charles Schwab Trust Co	Shares	254.3KSH	$47.8M
5	Aurdan Capital Management, LLC	Shares	243.8KSH	$45.8M
6	Veracity Capital LLC	Shares	227.4KSH	$42.8M
7	VOISARD ASSET MANAGEMENT GROUP, INC.	Shares	219.3KSH	$41.3M
8	CUTLER INVESTMENT COUNSEL LLC	Shares	189.4KSH	$35.6M
9	Alliance Private Wealth, LLC	Shares	147.5KSH	$27.7M
10	Waldron Private Wealth LLC	Shares	142.4KSH	$26.8M
11	Spire Wealth Management	Shares	138.4KSH	$26.0M
12	DOLIVER ADVISORS, LP	Shares	129.7KSH	$24.4M
13	ELEVATION WEALTH PARTNERS, LLC	Shares	118.2KSH	$22.2M
14	Systelligence, LLC	Shares	112.6KSH	$21.2M
15	Canvas Wealth Advisors, LLC	Shares	101.6KSH	$19.1M
16	Mascoma Wealth Management LLC	Shares	91.7KSH	$17.3M
17	Foundry Financial Group, Inc.	Shares	77.4KSH	$14.6M
18	IRONWOOD WEALTH MANAGEMENT, INC.	Shares	75.3KSH	$14.2M
19	BOS Asset Management, LLC	Shares	61.1KSH	$11.5M
20	MOTIVE WEALTH ADVISORS	Shares	48.5KSH	$9.1M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	45.8KSH	$8.7M
22	LEGACY SOLUTIONS, LLC	Shares	44.5KSH	$8.4M
23	Amplius Wealth Advisors, LLC	Shares	41.3KSH	$7.8M
24	INVESTMENT ADVISORY SERVICES INC /TX /ADV	Shares	41.0KSH	$7.7M
25	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	39.4KSH	$7.4M
26	First Heartland Consultants, Inc.	Shares	35.1KSH	$6.6M
27	NEW WAVE WEALTH ADVISORS LLC	Shares	33.9KSH	$6.4M
28	Cornell Pochily Investment Advisors, Inc.	Shares	29.7KSH	$5.6M
29	Independence Financial Advisors, LLC	Shares	29.1KSH	$5.5M
30	Columbus Macro, LLC	Shares	28.9KSH	$5.4M
31	ASPIRIANT, LLC	Shares	28.3KSH	$5.3M
32	Neumann Capital Management, LLC	Shares	27.9KSH	$5.2M
33	INDEPENDENT FINANCIAL GROUP, LLC	Shares	25.6KSH	$4.8M
34	Omega Financial Group, LLC	Shares	25.0KSH	$4.7M
35	Golden State Wealth Management, LLC	Shares	23.3KSH	$4.4M
36	Prospera Financial Services Inc	Shares	22.7KSH	$4.3M
37	William Howard & Co Financial Advisors Inc	Shares	22.6KSH	$4.2M
38	D.A. DAVIDSON & CO.	Shares	20.8KSH	$3.9M
39	Bulwark Capital Corp	Shares	20.8KSH	$3.9M
40	Wealthcare Advisory Partners LLC	Shares	20.0KSH	$3.8M
41	RFG Advisory, LLC	Shares	19.5KSH	$3.7M
42	Sovereign Financial Group, Inc.	Shares	19.4KSH	$3.6M
43	Eagle Strategies LLC	Shares	19.2KSH	$3.6M
44	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	18.9KSH	$3.5M
45	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	16.9KSH	$3.2M
46	TriaGen Wealth Management LLC	Shares	16.5KSH	$3.1M
47	Provenance Wealth Advisors, LLC	Shares	14.8KSH	$2.8M
48	PFG Advisors	Shares	14.2KSH	$2.7M
49	COLUMBIA ADVISORY PARTNERS LLC	Shares	14.2KSH	$2.7M
50	Farther Finance Advisors, LLC	Shares	13.7KSH	$2.6M

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

50 / 299 loaded

#		Instrument
1	Merit Financial Group, LLC added	Shares	+138.2K	+$90.4M	$393.6M
2	Blue Trust, Inc. added	Shares	+21.0K	+$65.5M	$355.2M
3	BENJAMIN EDWARDS INC added	Shares	+38.1K	+$33.1M	$155.3M
4	Systelligence, LLC new	Shares	+112.6K	+$21.2M	$21.2M
5	Aurdan Capital Management, LLC added	Shares	+1.3K	+$8.2M	$45.8M
6	VOISARD ASSET MANAGEMENT GROUP, INC. added	Shares	+4.4K	+$7.9M	$41.3M
7	Veracity Capital LLC trimmed	Shares	-806	+$7.4M	$42.8M
8	CUTLER INVESTMENT COUNSEL LLC added	Shares	+1.2K	+$6.4M	$35.6M
9	Spire Wealth Management trimmed	Shares	-185	+$4.5M	$26.0M
10	DOLIVER ADVISORS, LP trimmed	Shares	-85	+$4.3M	$24.4M
11	Charles Schwab Trust Co trimmed	Shares	-27.6K	+$4.1M	$47.8M
12	ELEVATION WEALTH PARTNERS, LLC added	Shares	+380	+$4.0M	$22.2M
13	Canvas Wealth Advisors, LLC added	Shares	+2.2K	+$3.7M	$19.1M
14	NEW WAVE WEALTH ADVISORS LLC added	Shares	+15.6K	+$3.5M	$6.4M
15	Alliance Private Wealth, LLC trimmed	Shares	-9.1K	+$3.5M	$27.7M
16	Mascoma Wealth Management LLC added	Shares	+561	+$3.1M	$17.3M
17	Foundry Financial Group, Inc. added	Shares	+1.6K	+$2.8M	$14.6M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.5K	+$1.9M	$8.7M
19	Waldron Private Wealth LLC trimmed	Shares	-18.5K	+$1.8M	$26.8M
20	IRONWOOD WEALTH MANAGEMENT, INC. trimmed	Shares	-615	+$1.7M	$14.2M
21	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+2.1K	+$1.6M	$7.4M
22	MISSION WEALTH MANAGEMENT, LP added	Shares	+7.7K	+$1.5M	$2.0M
23	MOTIVE WEALTH ADVISORS trimmed	Shares	-439	+$1.5M	$9.1M
24	LEGACY SOLUTIONS, LLC trimmed	Shares	-44	+$1.5M	$8.4M
25	INVESTMENT ADVISORY SERVICES INC /TX /ADV trimmed	Shares	-12	+$1.4M	$7.7M
26	Columbus Macro, LLC added	Shares	+2.6K	+$1.3M	$5.4M
27	Amplius Wealth Advisors, LLC trimmed	Shares	-990	+$1.2M	$7.8M
28	First Heartland Consultants, Inc. trimmed	Shares	-455	+$1.1M	$6.6M
29	Prospera Financial Services Inc added	Shares	+2.1K	+$1.1M	$4.3M
30	ASPIRIANT, LLC added	Shares	+506	+$1.0M	$5.3M
31	J.W. COLE ADVISORS, INC. new	Shares	+5.2K	+$969.8K	$969.8K
32	Neumann Capital Management, LLC added	Shares	+50	+$926.8K	$5.2M
33	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+476	+$917.1K	$4.8M
34	Cornell Pochily Investment Advisors, Inc. trimmed	Shares	-417	+$914.0K	$5.6M
35	RFG Advisory, LLC added	Shares	+1.6K	+$895.9K	$3.7M
36	Provenance Wealth Advisors, LLC added	Shares	+2.3K	+$847.7K	$2.8M
37	Omega Financial Group, LLC added	Shares	+7	+$826.3K	$4.7M
38	Smith Salley Wealth Management new	Shares	+4.1K	+$773.7K	$773.7K
39	Golden State Wealth Management, LLC added	Shares	+2	+$768.1K	$4.4M
40	Bulwark Capital Corp added	Shares	+406	+$750.4K	$3.9M
41	William Howard & Co Financial Advisors Inc unchanged	Shares	0	+$744.2K	$4.2M
42	QRG CAPITAL MANAGEMENT, INC. new	Shares	+3.5K	+$667.3K	$667.3K
43	Apella Capital, LLC new	Shares	+3.3K	+$616.3K	$616.3K
44	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+1.1K	+$607.8K	$2.5M
45	Eagle Strategies LLC trimmed	Shares	-178	+$605.9K	$3.6M
46	Wealthcare Advisory Partners LLC trimmed	Shares	-400	+$598.2K	$3.8M
47	CALIBER WEALTH MANAGEMENT, LLC / KS trimmed	Shares	-201	+$591.2K	$3.5M
48	Shum Financial Group, Inc. new	Shares	+3.1K	+$584.4K	$584.4K
49	Sovereign Financial Group, Inc. trimmed	Shares	-388	+$578.2K	$3.6M
50	GREENLEAF TRUST new	Shares	+2.9K	+$542.5K	$542.5K

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