Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 205 loaded

#		Instrument	quantity
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	7.9MSH	$391.0M
2	Apollon Wealth Management, LLC	Shares	1.7MSH	$84.0M
3	Catalyst Capital Advisors LLC	Shares	1.7MSH	$81.8M
4	Millburn Ridgefield LLC /DE/	Shares	1.7MSH	$81.8M
5	RVW Wealth, LLC	Shares	958.4KSH	$47.5M
6	Unison Advisors LLC	Shares	893.1KSH	$44.3M
7	Harbor Group, Inc.	Shares	880.7KSH	$43.6M
8	Silver Coast Investments LLC	Shares	874.4KSH	$43.3M
9	Sunburst Financial Group, LLC	Shares	812.7KSH	$40.3M
10	Foster Victor Wealth Advisors, LLC	Shares	697.8KSH	$34.4M
11	Foster Group, Inc.	Shares	540.9KSH	$26.8M
12	HOWARD FINANCIAL SERVICES, LTD.	Shares	517.0KSH	$25.6M
13	Altus Wealth Management, LLC	Shares	513.8KSH	$25.5M
14	Armbruster Capital Management, Inc.	Shares	477.1KSH	$23.6M
15	Ledyard National Bank	Shares	432.9KSH	$21.5M
16	Abundance Wealth Counselors	Shares	394.4KSH	$19.5M
17	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	385.4KSH	$19.1M
18	Longview Financial Advisors, Inc.	Shares	328.4KSH	$16.3M
19	Intrua Financial, LLC	Shares	312.9KSH	$15.5M
20	ENZI WEALTH	Shares	313.3KSH	$15.5M
21	Breakwater Capital Group	Shares	306.9KSH	$15.2M
22	Interchange Capital Partners, LLC	Shares	295.8KSH	$14.7M
23	Marshall Financial Group, LLC	Shares	261.0KSH	$12.9M
24	EXCHANGE TRADED CONCEPTS, LLC	Shares	240.8KSH	$11.9M
25	Sequoia Financial Advisors, LLC	Shares	220.3KSH	$10.9M
26	Koenig Investment Advisory, LLC	Shares	214.2KSH	$10.6M
27	ORSER CAPITAL MANAGEMENT, LLC	Shares	48.3KSH	$10.6M
28	Clearview Wealth Management LLC	Shares	199.4KSH	$9.9M
29	Capital Investment Counsel, LLC	Shares	179.4KSH	$8.9M
30	Richard P Slaughter Associates Inc	Shares	178.7KSH	$8.9M
31	EASTERN BANK	Shares	175.9KSH	$8.7M
32	Eagle Strategies LLC	Shares	158.2KSH	$7.8M
33	BFSG, LLC	Shares	155.5KSH	$7.7M
34	Apollon Financial, LLC	Shares	151.1KSH	$7.5M
35	MFA Wealth Services	Shares	147.2KSH	$7.3M
36	Dynamic Advisor Solutions LLC	Shares	141.8KSH	$7.0M
37	Farther Finance Advisors, LLC	Shares	137.8KSH	$6.8M
38	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	134.1KSH	$6.6M
39	PATTON ALBERTSON MILLER GROUP, LLC	Shares	133.9KSH	$6.6M
40	Composition Wealth, LLC	Shares	130.8KSH	$6.5M
41	Intergy Private Wealth, LLC	Shares	130.8KSH	$6.5M
42	BankPlus Wealth Management LLC	Shares	127.1KSH	$6.3M
43	J.W. COLE ADVISORS, INC.	Shares	122.0KSH	$6.0M
44	DAVENPORT & Co LLC	Shares	118.5KSH	$5.9M
45	OAK FAMILY ADVISORS, LLC	Shares	115.6KSH	$5.7M
46	OxenFree Capital LLC	Shares	111.9KSH	$5.5M
47	BENJAMIN EDWARDS INC	Shares	108.2KSH	$5.4M
48	Councilor Wealth, LLC	Shares	104.6KSH	$5.2M
49	Baron Financial Group, LLC	Shares	99.7KSH	$4.9M
50	SFM, LLC	Shares	97.3KSH	$4.8M

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

50 / 215 loaded

#		Instrument
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.1M	+$74.8M	$391.0M
2	Apollon Wealth Management, LLC added	Shares	+562.0K	+$31.6M	$84.0M
3	Abundance Wealth Counselors added	Shares	+175.0K	+$9.4M	$19.5M
4	Catalyst Capital Advisors LLC added	Shares	+79.0K	+$9.1M	$81.8M
5	Millburn Ridgefield LLC /DE/ added	Shares	+79.0K	+$9.1M	$81.8M
6	Sunburst Financial Group, LLC added	Shares	+52.0K	+$5.1M	$40.3M
7	RVW Wealth, LLC added	Shares	+36.6K	+$4.9M	$47.5M
8	Harbor Group, Inc. added	Shares	+40.9K	+$4.8M	$43.6M
9	Unison Advisors LLC added	Shares	+23.9K	+$4.1M	$44.3M
10	HOWARD FINANCIAL SERVICES, LTD. added	Shares	+40.5K	+$3.6M	$25.6M
11	Interchange Capital Partners, LLC trimmed	Shares	-2.3K	+$2.8M	$14.7M
12	Altus Wealth Management, LLC added	Shares	+19.3K	+$2.6M	$25.5M
13	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+38.1K	+$2.6M	$11.9M
14	Silver Coast Investments LLC trimmed	Shares	-11.5K	+$2.4M	$43.3M
15	Foster Group, Inc. added	Shares	+11.9K	+$2.3M	$26.8M
16	Armbruster Capital Management, Inc. added	Shares	+9.0K	+$2.0M	$23.6M
17	Breakwater Capital Group added	Shares	+12.0K	+$1.6M	$15.2M
18	Intrua Financial, LLC added	Shares	+10.1K	+$1.5M	$15.5M
19	Bryant Woods Investment Advisors, LLC new	Shares	+29.4K	+$1.5M	$1.5M
20	Foster Victor Wealth Advisors, LLC added	Shares	+28.0K	+$1.4M	$34.4M
21	ORSER CAPITAL MANAGEMENT, LLC added	Shares	+176	+$1.4M	$10.6M
22	Longview Financial Advisors, Inc. added	Shares	+5.3K	+$1.3M	$16.3M
23	CLG LLC added	Shares	+23.2K	+$1.3M	$3.0M
24	BankPlus Wealth Management LLC added	Shares	+18.4K	+$1.3M	$6.3M
25	Ledyard National Bank trimmed	Shares	-5.0K	+$1.2M	$21.5M
26	Apollon Financial, LLC added	Shares	+15.0K	+$1.2M	$7.5M
27	Marshall Financial Group, LLC added	Shares	+5.8K	+$1.1M	$12.9M
28	Koenig Investment Advisory, LLC added	Shares	+8.6K	+$1.1M	$10.6M
29	Clearwave Capital, LLC added	Shares	+16.4K	+$1.0M	$4.1M
30	ENZI WEALTH trimmed	Shares	-1.1K	+$930.5K	$15.5M
31	Y-Intercept (Hong Kong) Ltd new	Shares	+18.6K	+$924.0K	$924.0K
32	Orgel Wealth Management, LLC new	Shares	+17.7K	+$876.6K	$876.6K
33	DAVENPORT & Co LLC added	Shares	+8.0K	+$764.8K	$5.9M
34	SFM, LLC added	Shares	+9.6K	+$764.5K	$4.8M
35	Clearview Wealth Management LLC added	Shares	+2.0K	+$752.2K	$9.9M
36	Shum Financial Group, Inc. added	Shares	+9.3K	+$747.6K	$4.7M
37	BFSG, LLC added	Shares	+4.4K	+$720.6K	$7.7M
38	Dynamic Advisor Solutions LLC added	Shares	+5.0K	+$700.5K	$7.0M
39	Capital Investment Counsel, LLC added	Shares	+1.1K	+$645.6K	$8.9M
40	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+3.7K	+$615.7K	$6.6M
41	J.W. COLE ADVISORS, INC. added	Shares	+4.5K	+$613.8K	$6.0M
42	FORTERIS WEALTH MANAGEMENT INC. added	Shares	+8.8K	+$608.9K	$3.0M
43	Councilor Wealth, LLC added	Shares	+5.5K	+$602.6K	$5.2M
44	Nova R Wealth, Inc. added	Shares	+7.8K	+$579.9K	$3.3M
45	MFA Wealth Services added	Shares	+1.2K	+$544.5K	$7.3M
46	Eagle Strategies LLC added	Shares	+381	+$542.8K	$7.8M
47	GK Wealth Management LLC new	Shares	+10.3K	+$511.5K	$511.5K
48	Richard P Slaughter Associates Inc trimmed	Shares	-2.2K	+$492.7K	$8.9M
49	Legacy Advisory Services, LLC added	Shares	+3.5K	+$470.6K	$4.6M
50	Intergy Private Wealth, LLC added	Shares	+407	+$453.1K	$6.5M

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