Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 207 loaded

#		Instrument	quantity
1	Matson Money. Inc.	Shares	2.3MSH	$456.8M
2	Insight Wealth Strategies, LLC	Shares	151.5KSH	$29.6M
3	Stonehearth Capital Management, LLC	Shares	136.5KSH	$27.3M
4	Foster Group, Inc.	Shares	121.8KSH	$24.3M
5	Avidian Wealth Enterprises, LLC	Shares	112.7KSH	$22.5M
6	SIGNATUREFD, LLC	Shares	80.7KSH	$16.1M
7	Merit Financial Group, LLC	Shares	80.7KSH	$16.1M
8	Systelligence, LLC	Shares	78.9KSH	$15.8M
9	First Financial Bank - Trust Division	Shares	60.2KSH	$12.0M
10	Cerro Pacific Wealth Advisors LLC	Shares	55.0KSH	$11.0M
11	IFP Advisors, Inc	Shares	50.6KSH	$10.1M
12	ANDERSON HOAGLAND & CO	Shares	41.6KSH	$8.3M
13	WADDELL & ASSOCIATES, LLC	Shares	41.4KSH	$8.3M
14	Interchange Capital Partners, LLC	Shares	39.4KSH	$7.9M
15	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	39.3KSH	$7.9M
16	Well Done, LLC	Shares	39.1KSH	$7.8M
17	Tactive Advisors, LLC	Shares	33.3KSH	$6.7M
18	Ocean Park Asset Management, LLC	Shares	33.0KSH	$6.6M
19	PEDDOCK CAPITAL ADVISORS, LLC	Shares	32.6KSH	$6.5M
20	Focus Financial Network, Inc.	Shares	31.1KSH	$6.2M
21	NDWM LLC	Shares	27.0KSH	$5.4M
22	Keystone Global Partners, LLC	Shares	23.4KSH	$4.7M
23	GILPIN WEALTH MANAGEMENT, LLC	Shares	22.8KSH	$4.6M
24	Composition Wealth, LLC	Shares	21.6KSH	$4.3M
25	Envestnet Portfolio Solutions, Inc.	Shares	21.1KSH	$4.2M
26	EQ LLC	Shares	21.1KSH	$4.2M
27	Trilogy Capital Inc.	Shares	20.8KSH	$4.1M
28	SAX WEALTH ADVISORS, LLC	Shares	28.4KSH	$4.0M
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.3KSH	$4.0M
30	Synergy Asset Management, LLC	Shares	19.2KSH	$3.8M
31	JUNCTURE WEALTH STRATEGIES, LLC	Shares	18.4KSH	$3.7M
32	Eagle Strategies LLC	Shares	18.0KSH	$3.6M
33	SteelPeak Wealth, LLC	Shares	17.1KSH	$3.4M
34	JDH Wealth Management, LLC	Shares	16.1KSH	$3.2M
35	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	15.5KSH	$3.1M
36	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	15.1KSH	$3.0M
37	Farther Finance Advisors, LLC	Shares	14.1KSH	$2.8M
38	SWMG, LLC	Shares	13.2KSH	$2.6M
39	CLARIS ADVISORS, LLC / MO /	Shares	12.8KSH	$2.6M
40	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	12.6KSH	$2.5M
41	WARNER FINANCIAL, INC	Shares	11.7KSH	$2.3M
42	Financial & Tax Architects, LLC	Shares	11.6KSH	$2.3M
43	PETRA FINANCIAL ADVISORS INC	Shares	11.5KSH	$2.3M
44	Beaird Harris Wealth Management, LLC	Shares	11.3KSH	$2.3M
45	Keystone Financial Group, Inc.	Shares	11.2KSH	$2.2M
46	CLIENT 1ST ADVISORY GROUP, LLC	Shares	10.1KSH	$2.0M
47	LS Investment Advisors, LLC	Shares	9.9KSH	$2.0M
48	Physician Wealth Advisors, Inc.	Shares	9.7KSH	$1.9M
49	OMNI 360 Wealth, Inc.	Shares	9.5KSH	$1.9M
50	Diversified Trust Co	Shares	8.9KSH	$1.8M

Scroll to load more

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

50 / 216 loaded

#		Instrument
1	Matson Money. Inc. trimmed	Shares	-169.7K	+$107.6M	$456.8M
2	Systelligence, LLC new	Shares	+78.9K	+$15.8M	$15.8M
3	Merit Financial Group, LLC added	Shares	+69.1K	+$14.5M	$16.1M
4	Avidian Wealth Enterprises, LLC added	Shares	+47.6K	+$13.3M	$22.5M
5	Insight Wealth Strategies, LLC trimmed	Shares	-3.4K	+$7.6M	$29.6M
6	Ocean Park Asset Management, LLC new	Shares	+33.0K	+$6.6M	$6.6M
7	Foster Group, Inc. trimmed	Shares	-15.1K	+$4.9M	$24.3M
8	SIGNATUREFD, LLC trimmed	Shares	-68	+$4.6M	$16.1M
9	Interchange Capital Partners, LLC added	Shares	+1.0K	+$3.8M	$7.9M
10	JUNCTURE WEALTH STRATEGIES, LLC new	Shares	+18.4K	+$3.7M	$3.7M
11	Synergy Asset Management, LLC added	Shares	+15.5K	+$3.3M	$3.8M
12	IFP Advisors, Inc trimmed	Shares	-701	+$2.8M	$10.1M
13	First Financial Bank - Trust Division trimmed	Shares	-6.2K	+$2.6M	$12.0M
14	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1	+$2.3M	$7.9M
15	WADDELL & ASSOCIATES, LLC trimmed	Shares	-1.1K	+$2.2M	$8.3M
16	Well Done, LLC trimmed	Shares	-385	+$2.2M	$7.8M
17	ANDERSON HOAGLAND & CO trimmed	Shares	-3.1K	+$2.0M	$8.3M
18	Keystone Global Partners, LLC added	Shares	+4.3K	+$2.0M	$4.7M
19	PEDDOCK CAPITAL ADVISORS, LLC added	Shares	+472	+$1.9M	$6.5M
20	Cerro Pacific Wealth Advisors LLC trimmed	Shares	-8.7K	+$1.9M	$11.0M
21	Focus Financial Network, Inc. added	Shares	+25	+$1.8M	$6.2M
22	NDWM LLC added	Shares	+1.7K	+$1.8M	$5.4M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.6K	+$1.3M	$4.0M
24	Eagle Strategies LLC added	Shares	+130	+$1.1M	$3.6M
25	Optivise Advisory Services LLC new	Shares	+5.3K	+$1.1M	$1.1M
26	Trilogy Capital Inc. trimmed	Shares	-1.0K	+$1.1M	$4.1M
27	PETRA FINANCIAL ADVISORS INC added	Shares	+2.6K	+$1.0M	$2.3M
28	LANARK FINANCIAL, INC. added	Shares	+4.9K	+$1.0M	$1.1M
29	EQ LLC trimmed	Shares	-1.4K	+$1.0M	$4.2M
30	SteelPeak Wealth, LLC trimmed	Shares	-467	+$918.3K	$3.4M
31	CALIBER WEALTH MANAGEMENT, LLC / KS added	Shares	+1	+$868.8K	$3.0M
32	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+913	+$853.5K	$2.5M
33	FIFTH THIRD SECURITIES, INC. new	Shares	+4.2K	+$847.6K	$847.6K
34	JDH Wealth Management, LLC trimmed	Shares	-589	+$843.6K	$3.2M
35	CLARIS ADVISORS, LLC / MO / trimmed	Shares	-29	+$733.3K	$2.6M
36	Farther Finance Advisors, LLC trimmed	Shares	-318	+$728.6K	$2.8M
37	SWMG, LLC added	Shares	+123	+$717.6K	$2.6M
38	WARNER FINANCIAL, INC added	Shares	+13	+$678.2K	$2.3M
39	Keystone Financial Group, Inc. added	Shares	+39	+$652.9K	$2.2M
40	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-4.0K	+$642.9K	$4.2M
41	OMNI 360 Wealth, Inc. added	Shares	+484	+$615.2K	$1.9M
42	CLIENT 1ST ADVISORY GROUP, LLC unchanged	Shares	0	+$579.5K	$2.0M
43	Physician Wealth Advisors, Inc. added	Shares	+89	+$569.9K	$1.9M
44	LS Investment Advisors, LLC trimmed	Shares	-201	+$539.5K	$2.0M
45	Brookstone Capital Management added	Shares	+556	+$529.8K	$1.6M
46	Wealthcare Advisory Partners LLC new	Shares	+2.6K	+$523.9K	$523.9K
47	First Citizens Financial Corp added	Shares	+1.1K	+$498.6K	$1.2M
48	B. Riley Wealth Advisors, Inc. added	Shares	+579	+$465.4K	$1.2M
49	ABSOLUTE CAPITAL MANAGEMENT, LLC trimmed	Shares	-3.1K	+$454.5K	$3.1M
50	Beaird Harris Wealth Management, LLC trimmed	Shares	-1.5K	+$432.9K	$2.3M

Scroll to load more