Filing Research | ISHARES TR LEHMAN 3-7 YR Institutional Holdings

Snapshot holdings

50 / 271 loaded

#		Instrument	quantity
1	WestEnd Advisors, LLC	Shares	1.1MSH	$129.2M
2	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	760.8KSH	$89.4M
3	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	730.7KSH	$85.8M
4	Strategic Point Investment Advisors, LLC	Shares	667.2KSH	$78.4M
5	ARMSTRONG ADVISORY GROUP, INC	Shares	657.4KSH	$77.2M
6	Clarity Financial LLC	Shares	536.5KSH	$63.0M
7	SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO	Shares	378.1KSH	$44.4M
8	New Harbor Financial Group, LLC	Shares	295.0KSH	$34.6M
9	MBL Wealth, LLC	Shares	252.0KSH	$29.6M
10	Hoese & Co LLP	Shares	226.6KSH	$26.6M
11	Mirabaud & Cie SA	Shares	188.4KSH	$22.1M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	215.3KSH	$21.8M
13	Independence Financial Advisors, LLC	Shares	175.8KSH	$20.7M
14	ETF Portfolio Partners, Inc.	Shares	150.0KSH	$17.6M
15	FORONJY FINANCIAL LLC	Shares	144.5KSH	$17.0M
16	Capital Investment Services of America, Inc.	Shares	137.9KSH	$16.2M
17	COURIER CAPITAL LLC	Shares	125.5KSH	$14.7M
18	Cordoba Advisory Partners LLC	Shares	117.3KSH	$13.8M
19	MBM WEALTH CONSULTANTS, LLC	Shares	111.1KSH	$13.0M
20	Bond & Devick Financial Network, Inc.	Shares	110.7KSH	$13.0M
21	CFS Investment Advisory Services, LLC	Shares	110.5KSH	$12.9M
22	Farther Finance Advisors, LLC	Shares	104.2KSH	$12.2M
23	CRITERIA CAIXA, S.A.U.	Shares	82.0KSH	$11.8M
24	Boltwood Capital Management	Shares	99.9KSH	$11.7M
25	Austin Wealth Management, LLC	Shares	99.9KSH	$11.7M
26	WEALTHCARE CAPITAL MANAGEMENT LLC	Shares	98.4KSH	$11.6M
27	D.A. DAVIDSON & CO.	Shares	97.1KSH	$11.4M
28	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	96.8KSH	$11.4M
29	First Financial Bank - Trust Division	Shares	89.8KSH	$10.6M
30	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	88.5KSH	$10.4M
31	Premier Path Wealth Partners, LLC	Shares	86.9KSH	$10.2M
32	Mirae Asset Global Investments Co., Ltd.	Shares	85.4KSH	$10.0M
33	Foundry Financial Group, Inc.	Shares	77.8KSH	$9.1M
34	COMMUNITY TRUST & INVESTMENT CO	Shares	77.6KSH	$9.1M
35	PFG Advisors	Shares	75.2KSH	$8.8M
36	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	72.4KSH	$8.5M
37	Benchmark Financial, LLC	Shares	66.4KSH	$7.8M
38	4J Wealth Management LLC	Shares	65.5KSH	$7.7M
39	PROATHLETE WEALTH MANAGEMENT LLC	Shares	64.3KSH	$7.6M
40	Procyon Advisors, LLC	Shares	64.2KSH	$7.5M
41	JAMES INVESTMENT RESEARCH, INC.	Shares	63.2KSH	$7.4M
42	Prospera Financial Services Inc	Shares	61.6KSH	$7.2M
43	Great Diamond Partners, LLC	Shares	60.6KSH	$7.1M
44	Rinkey Investments	Shares	59.8KSH	$7.0M
45	Centerline Wealth Advisors, LLC	Shares	56.1KSH	$6.6M
46	MFA Wealth Services	Shares	54.4KSH	$6.4M
47	InTrack Investment Management Inc	Shares	54.0KSH	$6.3M
48	BENJAMIN EDWARDS INC	Shares	53.6KSH	$6.3M
49	DAVENPORT & Co LLC	Shares	53.1KSH	$6.2M
50	Strategic Blueprint, LLC	Shares	48.8KSH	$5.7M

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

50 / 291 loaded

#		Instrument
1	SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO added	Shares	+167.3K	+$19.4M	$44.4M
2	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added	Shares	+40.9K	+$4.0M	$89.4M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+34.4K	+$3.6M	$21.8M
4	J.W. COLE ADVISORS, INC. new	Shares	+27.6K	+$3.2M	$3.2M
5	Strategic Point Investment Advisors, LLC added	Shares	+27.8K	+$2.5M	$78.4M
6	GC Wealth Management RIA, LLC new	Shares	+20.5K	+$2.4M	$2.4M
7	New Harbor Financial Group, LLC added	Shares	+22.7K	+$2.4M	$34.6M
8	MBM WEALTH CONSULTANTS, LLC added	Shares	+17.9K	+$2.0M	$13.0M
9	BayBridge Capital Group, LLC added	Shares	+15.1K	+$1.7M	$3.6M
10	Mirae Asset Global Investments Co., Ltd. added	Shares	+13.9K	+$1.6M	$10.0M
11	MBL Wealth, LLC added	Shares	+14.6K	+$1.4M	$29.6M
12	Maltin Wealth Management, Inc. added	Shares	+12.0K	+$1.4M	$4.1M
13	ETF Portfolio Partners, Inc. added	Shares	+12.5K	+$1.3M	$17.6M
14	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+11.7K	+$1.3M	$10.4M
15	Independence Financial Advisors, LLC added	Shares	+12.6K	+$1.3M	$20.7M
16	Acropolis Investment Management, LLC added	Shares	+11.2K	+$1.3M	$5.1M
17	SURIENCE PRIVATE WEALTH LLC added	Shares	+10.7K	+$1.2M	$2.5M
18	Martin Capital Partners, LLC trimmed	Shares	-359	+$1.1M	$1.1M
19	Merit Financial Group, LLC added	Shares	+7.5K	+$863.8K	$2.1M
20	4J Wealth Management LLC added	Shares	+7.7K	+$843.0K	$7.7M
21	FORONJY FINANCIAL LLC added	Shares	+7.3K	+$704.1K	$17.0M
22	NDWM LLC added	Shares	+5.9K	+$686.4K	$1.1M
23	Foundry Financial Group, Inc. added	Shares	+6.5K	+$682.1K	$9.1M
24	Prospera Financial Services Inc added	Shares	+6.3K	+$679.5K	$7.2M
25	Premier Path Wealth Partners, LLC added	Shares	+6.2K	+$636.2K	$10.2M
26	Centerline Wealth Advisors, LLC added	Shares	+5.8K	+$628.9K	$6.6M
27	UNIQUE WEALTH, LLC added	Shares	+5.7K	+$628.2K	$4.7M
28	L.K. Benson & Company, P.C. new	Shares	+5.1K	+$599.5K	$599.5K
29	First Financial Bank - Trust Division added	Shares	+5.9K	+$595.6K	$10.6M
30	PROFFITT & GOODSON INC added	Shares	+5.1K	+$585.5K	$1.9M
31	Capital Investment Advisory Services, LLC added	Shares	+4.8K	+$543.8K	$3.0M
32	WAYSTONE ADVISORS LLC added	Shares	+4.7K	+$538.3K	$1.7M
33	Newport Capital Group, LLC added	Shares	+4.7K	+$516.9K	$4.4M
34	Storen Legacy Partners, LLC added	Shares	+4.7K	+$504.0K	$5.1M
35	MEITAV INVESTMENT HOUSE LTD new	Shares	+4.0K	+$473.2K	$473.2K
36	Monument Capital Management added	Shares	+3.8K	+$402.5K	$5.0M
37	MFA WEALTH ADVISORS, LLC added	Shares	+3.5K	+$392.4K	$2.4M
38	InTrack Investment Management Inc added	Shares	+3.5K	+$357.4K	$6.3M
39	Cyndeo Wealth Partners, LLC added	Shares	+3.2K	+$346.8K	$3.5M
40	Gladwyn Financial Advisors, Inc. added	Shares	+2.7K	+$272.4K	$4.8M
41	Great Diamond Partners, LLC added	Shares	+2.8K	+$264.5K	$7.1M
42	Austin Wealth Management, LLC added	Shares	+3.2K	+$263.7K	$11.7M
43	Brookstone Capital Management added	Shares	+2.4K	+$232.4K	$5.1M
44	IFP Advisors, Inc added	Shares	+2.3K	+$226.9K	$4.3M
45	BSW Wealth Partners added	Shares	+1.9K	+$214.2K	$895.0K
46	WORLD EQUITY GROUP, INC. new	Shares	+1.8K	+$206.7K	$206.7K
47	Platform Technology Partners new	Shares	+1.7K	+$201.7K	$201.7K
48	Israel Discount Bank of New York added	Shares	+1.6K	+$174.6K	$1.7M
49	JAMES INVESTMENT RESEARCH, INC. added	Shares	+2.1K	+$173.0K	$7.4M
50	NorthCrest Asset Manangement, LLC added	Shares	+1.8K	+$172.4K	$3.4M

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