Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 303 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	25.9MSH	$580.2M
2	Morningstar Investment Management LLC	Shares	10.5MSH	$240.2M
3	Nationwide Fund Advisors	Shares	2.1MSH	$204.8M
4	Envestnet Portfolio Solutions, Inc.	Shares	8.6MSH	$195.5M
5	Merit Financial Group, LLC	Shares	6.5MSH	$147.9M
6	Wedmont Private Capital	Shares	4.7MSH	$105.5M
7	Heck Capital Advisors, LLC	Shares	1.7MSH	$39.7M
8	Verum Partners LLC	Shares	1.7MSH	$38.8M
9	Foster Group, Inc.	Shares	1.6MSH	$35.6M
10	Strategic Blueprint, LLC	Shares	1.5MSH	$34.8M
11	Mirae Asset Global Investments Co., Ltd.	Shares	1.4MSH	$32.8M
12	Johnson Bixby & Associates, LLC	Shares	1.4MSH	$32.0M
13	Sharkey, Howes & Javer	Shares	1.3MSH	$29.9M
14	Trilogy Capital Inc.	Shares	1.2MSH	$27.0M
15	CUTLER INVESTMENT COUNSEL LLC	Shares	1.1MSH	$26.2M
16	SteelPeak Wealth, LLC	Shares	1.1MSH	$23.9M
17	Farther Finance Advisors, LLC	Shares	959.6KSH	$21.9M
18	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	912.2KSH	$20.8M
19	Horst & Graben Wealth Management LLC	Shares	880.1KSH	$19.9M
20	Key FInancial Inc	Shares	861.3KSH	$19.6M
21	Pettinga Financial Advisors LLC	Shares	835.5KSH	$19.0M
22	Snider Financial Group	Shares	832.8KSH	$19.0M
23	CFS Investment Advisory Services, LLC	Shares	819.7KSH	$18.6M
24	HM PAYSON & CO	Shares	768.2KSH	$17.5M
25	ST GERMAIN D J CO INC	Shares	759.0KSH	$17.3M
26	Arcadia Wealth Management, LLC	Shares	729.4KSH	$16.6M
27	SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO	Shares	651.2KSH	$14.8M
28	Kelly Financial Services LLC	Shares	646.4KSH	$14.7M
29	Lineweaver Wealth Advisors, LLC	Shares	598.7KSH	$13.6M
30	Montecito Bank & Trust	Shares	482.5KSH	$11.0M
31	WETZEL INVESTMENT ADVISORS, INC.	Shares	466.5KSH	$10.6M
32	a16z Perennial Management, L.P.	Shares	460.0KSH	$10.5M
33	Brookstone Capital Management	Shares	428.4KSH	$9.8M
34	FFG RETIREMENT ADVISORS LLC	Shares	424.0KSH	$9.7M
35	ONE Advisory Partners, LLC	Shares	406.8KSH	$9.3M
36	Traveka Wealth, LLC	Shares	387.0KSH	$8.8M
37	SWP FINANCIAL LLC	Shares	380.6KSH	$8.7M
38	MILESTONE ASSET MANAGEMENT, LLC	Shares	371.8KSH	$8.5M
39	Madson Wealth Advisors Inc	Shares	362.9KSH	$8.3M
40	True North Advisors, LLC	Shares	359.3KSH	$8.2M
41	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	356.9KSH	$8.1M
42	Peak Wealth Management LLC	Shares	356.5KSH	$8.1M
43	BEACON FINANCIAL GROUP	Shares	347.7KSH	$7.9M
44	HIGHLINE WEALTH PARTNERS LLC	Shares	343.0KSH	$7.8M
45	MEITAV INVESTMENT HOUSE LTD	Shares	339.5KSH	$7.7M
46	Archer Investment Management, LLC	Shares	329.1KSH	$7.5M
47	Centerline Wealth Advisors, LLC	Shares	317.5KSH	$7.2M
48	SigFig Wealth Management, LLC	Shares	314.9KSH	$7.2M
49	McNaughton Wealth Management, LLC	Shares	308.6KSH	$7.0M
50	Cobblestone Asset Management LLC	Shares	288.8KSH	$6.6M

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

50 / 327 loaded

#		Instrument
1	Nationwide Fund Advisors added	Shares	+1.3M	+$186.5M	$204.8M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.9M	+$58.8M	$580.2M
3	Merit Financial Group, LLC added	Shares	+1.2M	+$27.4M	$147.9M
4	Lineweaver Wealth Advisors, LLC new	Shares	+598.7K	+$13.6M	$13.6M
5	Envestnet Portfolio Solutions, Inc. added	Shares	+617.5K	+$13.0M	$195.5M
6	Pettinga Financial Advisors LLC added	Shares	+565.0K	+$12.8M	$19.0M
7	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+371.8K	+$8.5M	$8.5M
8	a16z Perennial Management, L.P. added	Shares	+351.1K	+$8.0M	$10.5M
9	Johnson Bixby & Associates, LLC added	Shares	+307.1K	+$6.9M	$32.0M
10	Sharkey, Howes & Javer added	Shares	+293.6K	+$6.6M	$29.9M
11	FFG RETIREMENT ADVISORS LLC added	Shares	+265.4K	+$6.0M	$9.7M
12	Wedmont Private Capital added	Shares	+301.7K	+$5.4M	$105.5M
13	WETZEL INVESTMENT ADVISORS, INC. added	Shares	+232.3K	+$5.3M	$10.6M
14	KWB Wealth added	Shares	+224.2K	+$5.1M	$5.5M
15	Plancorp, LLC new	Shares	+212.5K	+$4.8M	$4.8M
16	PFG Advisors added	Shares	+208.7K	+$4.7M	$6.1M
17	Redhawk Wealth Advisors, Inc. new	Shares	+197.0K	+$4.5M	$4.5M
18	Archer Investment Management, LLC added	Shares	+188.1K	+$4.3M	$7.5M
19	MEITAV INVESTMENT HOUSE LTD added	Shares	+179.6K	+$4.1M	$7.7M
20	Arcadia Wealth Management, LLC added	Shares	+167.4K	+$3.7M	$16.6M
21	ShoreHaven Wealth Partners, LLC added	Shares	+161.0K	+$3.7M	$6.2M
22	ALTERNA WEALTH MANAGEMENT, INC added	Shares	+159.1K	+$3.6M	$6.6M
23	EQ LLC new	Shares	+157.1K	+$3.6M	$3.6M
24	Strategic Blueprint, LLC added	Shares	+154.9K	+$3.4M	$34.8M
25	Verum Partners LLC added	Shares	+149.1K	+$3.2M	$38.8M
26	Spectrum Planning & Advisory Services Inc. added	Shares	+101.6K	+$2.3M	$5.6M
27	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+100.0K	+$2.3M	$3.4M
28	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+103.8K	+$2.3M	$20.8M
29	Snider Financial Group added	Shares	+98.6K	+$2.2M	$19.0M
30	LIFELONG WEALTH ADVISORS, INC. added	Shares	+91.0K	+$2.1M	$2.5M
31	Balefire, LLC added	Shares	+90.5K	+$2.1M	$2.8M
32	Cassilly Financial Group LLC added	Shares	+89.5K	+$2.0M	$3.1M
33	Focus Financial Network, Inc. added	Shares	+88.3K	+$2.0M	$2.5M
34	Key FInancial Inc added	Shares	+88.0K	+$1.9M	$19.6M
35	Mirae Asset Global Investments Co., Ltd. added	Shares	+88.9K	+$1.9M	$32.8M
36	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+72.9K	+$1.7M	$3.9M
37	BOS Asset Management, LLC added	Shares	+68.6K	+$1.6M	$2.2M
38	Trilogy Capital Inc. added	Shares	+71.7K	+$1.5M	$27.0M
39	Heck Capital Advisors, LLC added	Shares	+73.6K	+$1.5M	$39.7M
40	Range Financial Group LLC added	Shares	+64.2K	+$1.4M	$4.7M
41	McNaughton Wealth Management, LLC added	Shares	+63.5K	+$1.4M	$7.0M
42	Brookstone Capital Management added	Shares	+63.7K	+$1.4M	$9.8M
43	Traveka Wealth, LLC added	Shares	+62.2K	+$1.4M	$8.8M
44	Golden State Wealth Management, LLC added	Shares	+59.7K	+$1.4M	$1.8M
45	Madson Wealth Advisors Inc added	Shares	+60.8K	+$1.3M	$8.3M
46	Farther Finance Advisors, LLC added	Shares	+57.6K	+$1.3M	$21.9M
47	Kelly Financial Services LLC added	Shares	+55.2K	+$1.2M	$14.7M
48	UNIQUE WEALTH, LLC added	Shares	+53.9K	+$1.2M	$5.9M
49	HIGHLINE WEALTH PARTNERS LLC added	Shares	+51.3K	+$1.1M	$7.8M
50	ONE Advisory Partners, LLC added	Shares	+51.4K	+$1.1M	$9.3M

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