Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 91 loaded

#		Instrument	quantity
1	IFG Advisors, LLC	Shares	231.5KSH	$15.7M
2	Brewster Financial Planning LLC	Shares	181.7KSH	$12.3M
3	William Howard & Co Financial Advisors Inc	Shares	160.9KSH	$10.9M
4	Ballentine Partners, LLC	Shares	115.4KSH	$7.8M
5	Innova Wealth Partners	Shares	111.8KSH	$7.6M
6	Ifrah Financial Services, Inc.	Shares	88.7KSH	$6.0M
7	SOA Wealth Advisors, LLC.	Shares	69.0KSH	$4.7M
8	D.A. DAVIDSON & CO.	Shares	40.3KSH	$2.7M
9	Mine & Arao Wealth Creation & Management, LLC.	Shares	40.3KSH	$2.7M
10	HARBOR INVESTMENT ADVISORY, LLC	Shares	37.5KSH	$2.5M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.0KSH	$1.6M
12	Avior Wealth Management, LLC	Shares	23.3KSH	$1.6M
13	jvl associates llc	Shares	21.8KSH	$1.5M
14	McNaughton Wealth Management, LLC	Shares	20.9KSH	$1.4M
15	Avidian Wealth Enterprises, LLC	Shares	19.1KSH	$1.3M
16	Spire Wealth Management	Shares	16.3KSH	$1.1M
17	ARK & TLK INVESTMENTS, LLC	Shares	15.9KSH	$1.1M
18	TCV Trust & Wealth Management, Inc.	Shares	15.4KSH	$1.0M
19	SONATA CAPITAL GROUP INC	Shares	15.1KSH	$1.0M
20	Evanson Financial, LLC	Shares	14.5KSH	$981.1K
21	Farther Finance Advisors, LLC	Shares	14.4KSH	$974.7K
22	VERITY Wealth Advisors	Shares	13.3KSH	$901.1K
23	BTC Capital Management, Inc.	Shares	13.3KSH	$900.0K
24	Intergy Private Wealth, LLC	Shares	12.5KSH	$843.3K
25	J.W. COLE ADVISORS, INC.	Shares	12.3KSH	$832.7K
26	Wealthcare Advisory Partners LLC	Shares	10.5KSH	$709.8K
27	Sound Income Strategies, LLC	Shares	9.9KSH	$669.0K
28	JAMES INVESTMENT RESEARCH, INC.	Shares	9.0KSH	$608.7K
29	Affinity Capital Advisors, LLC	Shares	8.9KSH	$605.3K
30	Fairway Wealth LLC	Shares	8.9KSH	$600.8K
31	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	8.6KSH	$579.5K
32	FIFTH THIRD SECURITIES, INC.	Shares	8.0KSH	$542.7K
33	SJS Investment Consulting Inc.	Shares	8.0KSH	$541.0K
34	Adirondack Capital Advisors, LLC	Shares	7.7KSH	$521.8K
35	OLD NATIONAL BANCORP /IN/	Shares	7.5KSH	$510.0K
36	Range Financial Group LLC	Shares	7.1KSH	$481.5K
37	Oak Wealth Advisors LLC	Shares	6.9KSH	$465.2K
38	MISSION WEALTH MANAGEMENT, LP	Shares	6.7KSH	$450.3K
39	Post Resch Tallon Group Inc.	Shares	6.4KSH	$432.8K
40	SAPIENT CAPITAL LLC	Shares	6.3KSH	$425.1K
41	Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	Shares	6.2KSH	$419.6K
42	JFS WEALTH ADVISORS, LLC	Shares	6.1KSH	$413.8K
43	Waldron Private Wealth LLC	Shares	6.0KSH	$409.0K
44	Mosley Wealth Management	Shares	5.8KSH	$390.3K
45	Sequoia Financial Advisors, LLC	Shares	5.4KSH	$365.0K
46	Steigerwald, Gordon & Koch Inc.	Shares	5.3KSH	$360.7K
47	Breakwater Capital Group	Shares	4.8KSH	$325.4K
48	Amicus Financial Advisors, LLC	Shares	4.6KSH	$311.8K
49	Courage Miller Partners, LLC	Shares	4.4KSH	$299.0K
50	TITLEIST ASSET MANAGEMENT, LLC	Shares	4.2KSH	$287.2K

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

50 / 97 loaded

#		Instrument
1	Innova Wealth Partners added	Shares	+38.0K	+$3.0M	$7.6M
2	Brewster Financial Planning LLC added	Shares	+4.8K	+$1.3M	$12.3M
3	IFG Advisors, LLC trimmed	Shares	-3.5K	+$1.1M	$15.7M
4	SOA Wealth Advisors, LLC. added	Shares	+10.2K	+$1.0M	$4.7M
5	William Howard & Co Financial Advisors Inc added	Shares	+91	+$929.3K	$10.9M
6	J.W. COLE ADVISORS, INC. new	Shares	+12.3K	+$832.7K	$832.7K
7	Ballentine Partners, LLC trimmed	Shares	-57	+$659.0K	$7.8M
8	MISSION WEALTH MANAGEMENT, LP new	Shares	+6.7K	+$450.3K	$450.3K
9	Ifrah Financial Services, Inc. trimmed	Shares	-1.1K	+$443.2K	$6.0M
10	D.A. DAVIDSON & CO. added	Shares	+931	+$288.7K	$2.7M
11	Mine & Arao Wealth Creation & Management, LLC. added	Shares	+106	+$237.6K	$2.7M
12	Net Worth Advisory Group new	Shares	+3.2K	+$218.3K	$218.3K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.5K	+$217.5K	$1.6M
14	Sound Income Strategies, LLC added	Shares	+2.6K	+$213.0K	$669.0K
15	Arbor Investment Advisors, LLC new	Shares	+3.1K	+$207.8K	$207.8K
16	HARBOR INVESTMENT ADVISORY, LLC trimmed	Shares	-1.3K	+$137.5K	$2.5M
17	jvl associates llc unchanged	Shares	0	+$125.1K	$1.5M
18	McNaughton Wealth Management, LLC trimmed	Shares	-81	+$115.1K	$1.4M
19	Wealthcare Advisory Partners LLC added	Shares	+717	+$104.6K	$709.8K
20	Spire Wealth Management unchanged	Shares	0	+$93.6K	$1.1M
21	Avidian Wealth Enterprises, LLC trimmed	Shares	-260	+$93.3K	$1.3M
22	ARK & TLK INVESTMENTS, LLC unchanged	Shares	0	+$91.0K	$1.1M
23	TCV Trust & Wealth Management, Inc. unchanged	Shares	0	+$88.4K	$1.0M
24	Farther Finance Advisors, LLC added	Shares	+89	+$83.3K	$974.7K
25	VERITY Wealth Advisors added	Shares	+40	+$79.0K	$901.1K
26	BTC Capital Management, Inc. unchanged	Shares	0	+$76.4K	$900.0K
27	Intergy Private Wealth, LLC unchanged	Shares	0	+$71.6K	$843.3K
28	Fairway Wealth LLC added	Shares	+129	+$59.0K	$600.8K
29	Affinity Capital Advisors, LLC unchanged	Shares	0	+$54.3K	$605.3K
30	Adirondack Capital Advisors, LLC added	Shares	+140	+$53.0K	$521.8K
31	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$51.7K	$608.7K
32	FIFTH THIRD SECURITIES, INC. added	Shares	+33	+$48.1K	$542.7K
33	Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies added	Shares	+161	+$45.6K	$419.6K
34	Avior Wealth Management, LLC trimmed	Shares	-1.4K	+$45.1K	$1.6M
35	Post Resch Tallon Group Inc. added	Shares	+150	+$44.9K	$432.8K
36	OLD NATIONAL BANCORP /IN/ trimmed	Shares	-49	+$40.3K	$510.0K
37	Merit Financial Group, LLC added	Shares	+279	+$37.9K	$243.0K
38	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$35.1K	$413.8K
39	Waldron Private Wealth LLC unchanged	Shares	0	+$34.7K	$409.0K
40	Sequoia Financial Advisors, LLC trimmed	Shares	-22	+$29.6K	$365.0K
41	Courage Miller Partners, LLC trimmed	Shares	-16	+$24.4K	$299.0K
42	TITLEIST ASSET MANAGEMENT, LLC unchanged	Shares	0	+$24.4K	$287.2K
43	Sowell Financial Services LLC added	Shares	+17	+$23.9K	$269.4K
44	Amicus Financial Advisors, LLC trimmed	Shares	-41	+$23.9K	$311.8K
45	Gradient Capital Advisors, LLC unchanged	Shares	0	+$23.6K	$278.6K
46	SONATA CAPITAL GROUP INC trimmed	Shares	-1.0K	+$22.8K	$1.0M
47	Sage Capital Advisors,llc added	Shares	+5	+$22.7K	$263.7K
48	Relyea Zuckerberg Hanson LLC unchanged	Shares	0	+$21.8K	$257.0K
49	Fortitude Advisory Group L.L.C. unchanged	Shares	0	+$20.8K	$245.3K
50	Good Harbor Advisors, Inc. unchanged	Shares	0	+$19.0K	$223.7K

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