Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 76 loaded

#		Instrument	quantity
1	Acropolis Investment Management, LLC	Shares	982.6KSH	$87.6M
2	Annex Advisory Services, LLC	Shares	625.3KSH	$55.7M
3	Financial Management Professionals, Inc.	Shares	474.9KSH	$42.3M
4	RESTON WEALTH MANAGEMENT LLC	Shares	264.9KSH	$23.6M
5	YHB Investment Advisors, Inc.	Shares	222.2KSH	$19.8M
6	AllGen Financial Advisors, Inc.	Shares	150.3KSH	$13.4M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	137.7KSH	$12.3M
8	Wealth Enhancement Trust Services, Inc.	Shares	114.5KSH	$10.2M
9	FLC Capital Advisors	Shares	102.1KSH	$9.1M
10	Redhawk Wealth Advisors, Inc.	Shares	93.3KSH	$8.3M
11	CORA CAPITAL ADVISORS LLC	Shares	88.7KSH	$7.9M
12	Wealthcare Advisory Partners LLC	Shares	87.4KSH	$7.8M
13	D.A. DAVIDSON & CO.	Shares	76.8KSH	$6.8M
14	FMA Wealth Management, LLC	Shares	74.1KSH	$6.6M
15	GEM Asset Management, LLC	Shares	71.5KSH	$6.4M
16	Beirne Wealth Consulting Services, LLC	Shares	60.3KSH	$5.4M
17	CARY STREET PARTNERS FINANCIAL LLC	Shares	59.6KSH	$5.3M
18	Farther Finance Advisors, LLC	Shares	59.4KSH	$5.3M
19	Santori & Peters, Inc.	Shares	57.1KSH	$5.1M
20	Williams Financial, LLC	Shares	50.8KSH	$4.5M
21	Apollon Financial, LLC	Shares	47.6KSH	$4.2M
22	NOVEM GROUP	Shares	46.9KSH	$4.2M
23	Premier Path Wealth Partners, LLC	Shares	38.1KSH	$3.4M
24	Harbor Asset Planning, Inc.	Shares	33.7KSH	$3.0M
25	Cyndeo Wealth Partners, LLC	Shares	24.7KSH	$2.2M
26	GUIDANCE CAPITAL, INC	Shares	24.2KSH	$2.1M
27	RED REEF ADVISORS LLC	Shares	21.7KSH	$1.9M
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.8KSH	$1.9M
29	Wedmont Private Capital	Shares	21.2KSH	$1.9M
30	INTEGRATED WEALTHCARE, LLC	Shares	20.0KSH	$1.8M
31	Dynamic Wealth Strategies, LLC	Shares	18.6KSH	$1.7M
32	J.W. COLE ADVISORS, INC.	Shares	18.1KSH	$1.6M
33	Plancorp, LLC	Shares	13.4KSH	$1.2M
34	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	12.3KSH	$1.1M
35	Cassilly Financial Group LLC	Shares	11.9KSH	$1.1M
36	Hibernia Wealth Partners, LLC	Shares	11.8KSH	$1.1M
37	Thayer Financial, L.L.C.	Shares	10.3KSH	$917.4K
38	BAM Wealth Management, LLC	Shares	9.5KSH	$848.8K
39	LifeGoal Investments, LLC	Shares	8.1KSH	$722.9K
40	Roof Eidam Maycock Peralta, LLC	Shares	7.6KSH	$675.1K
41	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	6.5KSH	$580.5K
42	Avidian Wealth Enterprises, LLC	Shares	6.1KSH	$540.0K
43	Apollon Wealth Management, LLC	Shares	5.6KSH	$500.7K
44	Stonebridge Financial Group, LLC	Shares	5.5KSH	$486.3K
45	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	5.3KSH	$474.5K
46	Dynamic Advisor Solutions LLC	Shares	5.2KSH	$459.1K
47	Lewis Asset Management, LLC	Shares	4.9KSH	$436.5K
48	BENJAMIN EDWARDS INC	Shares	4.8KSH	$427.8K
49	Grey Fox Wealth Advisors, LLC	Shares	4.3KSH	$381.3K
50	Tranquility Partners, LLC	Shares	3.7KSH	$332.4K

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

50 / 81 loaded

#		Instrument
1	Acropolis Investment Management, LLC added	Shares	+3.6K	+$13.7M	$87.6M
2	Annex Advisory Services, LLC added	Shares	+64.3K	+$13.4M	$55.7M
3	Redhawk Wealth Advisors, Inc. added	Shares	+64.8K	+$6.2M	$8.3M
4	YHB Investment Advisors, Inc. added	Shares	+32.4K	+$5.5M	$19.8M
5	RESTON WEALTH MANAGEMENT LLC trimmed	Shares	-1.4K	+$3.5M	$23.6M
6	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+35.3K	+$3.5M	$5.3M
7	Financial Management Professionals, Inc. trimmed	Shares	-48.3K	+$2.8M	$42.3M
8	AllGen Financial Advisors, Inc. trimmed	Shares	-3.4K	+$1.8M	$13.4M
9	Wealthcare Advisory Partners LLC added	Shares	+2.1K	+$1.4M	$7.8M
10	FLC Capital Advisors trimmed	Shares	-940	+$1.3M	$9.1M
11	CORA CAPITAL ADVISORS LLC trimmed	Shares	-424	+$1.2M	$7.9M
12	GEM Asset Management, LLC added	Shares	+1.1K	+$1.1M	$6.4M
13	Premier Path Wealth Partners, LLC added	Shares	+5.1K	+$903.1K	$3.4M
14	FMA Wealth Management, LLC trimmed	Shares	-1.8K	+$876.9K	$6.6M
15	Williams Financial, LLC added	Shares	+2.2K	+$861.6K	$4.5M
16	Beirne Wealth Consulting Services, LLC added	Shares	+306	+$846.7K	$5.4M
17	Santori & Peters, Inc. added	Shares	+370	+$807.3K	$5.1M
18	NOVEM GROUP trimmed	Shares	-253	+$621.4K	$4.2M
19	Apollon Financial, LLC trimmed	Shares	-967	+$576.5K	$4.2M
20	Stonebridge Financial Group, LLC new	Shares	+5.5K	+$486.3K	$486.3K
21	D.A. DAVIDSON & CO. trimmed	Shares	-7.7K	+$465.7K	$6.8M
22	Cyndeo Wealth Partners, LLC added	Shares	+1.4K	+$444.8K	$2.2M
23	Harbor Asset Planning, Inc. trimmed	Shares	-458	+$425.8K	$3.0M
24	Grey Fox Wealth Advisors, LLC new	Shares	+4.3K	+$381.3K	$381.3K
25	Selby Wealth Management, LLC new	Shares	+3.7K	+$325.6K	$325.6K
26	Farther Finance Advisors, LLC trimmed	Shares	-6.1K	+$315.4K	$5.3M
27	INTEGRATED WEALTHCARE, LLC added	Shares	+402	+$303.9K	$1.8M
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+738	+$302.8K	$1.9M
29	RED REEF ADVISORS LLC trimmed	Shares	-87	+$290.0K	$1.9M
30	Fortitude Advisory Group L.L.C. new	Shares	+3.1K	+$276.7K	$276.7K
31	Roof Eidam Maycock Peralta, LLC added	Shares	+1.9K	+$249.3K	$675.1K
32	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+801	+$227.9K	$1.1M
33	Focus Financial Network, Inc. new	Shares	+2.5K	+$223.1K	$223.1K
34	J.W. COLE ADVISORS, INC. trimmed	Shares	-483	+$210.6K	$1.6M
35	GUIDANCE CAPITAL, INC added	Shares	+1.4K	+$206.3K	$2.1M
36	Envestnet Portfolio Solutions, Inc. new	Shares	+2.3K	+$202.4K	$202.4K
37	Cassilly Financial Group LLC added	Shares	+379	+$191.0K	$1.1M
38	Wedmont Private Capital unchanged	Shares	0	+$189.7K	$1.9M
39	BENJAMIN EDWARDS INC added	Shares	+1.3K	+$161.8K	$427.8K
40	BAM Wealth Management, LLC added	Shares	+87	+$136.5K	$848.8K
41	Thayer Financial, L.L.C. trimmed	Shares	-283	+$119.1K	$917.4K
42	Plancorp, LLC added	Shares	+76	+$116.8K	$1.2M
43	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+225	+$105.9K	$580.5K
44	Dynamic Advisor Solutions LLC added	Shares	+459	+$104.9K	$459.1K
45	Lewis Asset Management, LLC added	Shares	+260	+$86.5K	$436.5K
46	LifeGoal Investments, LLC trimmed	Shares	-295	+$83.8K	$722.9K
47	Apollon Wealth Management, LLC added	Shares	+1	+$76.7K	$500.7K
48	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-101	+$65.1K	$474.5K
49	JGP Wealth Management, LLC added	Shares	+113	+$58.0K	$323.2K
50	RMR Wealth Builders unchanged	Shares	0	+$50.6K	$330.3K

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