Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 337 loaded

#		Instrument	quantity
1	Matson Money. Inc.	Shares	15.5MSH	$813.1M
2	Composition Wealth, LLC	Shares	2.4MSH	$125.8M
3	Parkside Investments, LLC	Shares	1.9MSH	$98.3M
4	MARYLAND CAPITAL ADVISORS INC.	Shares	1.4MSH	$72.0M
5	BUFFALO BUSINESS & ESTATE SERVICES LTD	Principal	1.2MPRN	$62.4M
6	GREENWOOD GEARHART LLC	Shares	1.1MSH	$55.0M
7	Bangor Savings Bank	Shares	908.7KSH	$47.6M
8	CUTLER INVESTMENT COUNSEL LLC	Shares	881.7KSH	$46.2M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	840.2KSH	$43.8M
10	Nelson Capital Management, LLC	Shares	776.5KSH	$40.7M
11	IFP Advisors, Inc	Shares	727.4KSH	$38.1M
12	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	663.6KSH	$34.8M
13	Envestnet Portfolio Solutions, Inc.	Shares	605.6KSH	$31.7M
14	ARKANSAS FINANCIAL GROUP, INC.	Shares	581.4KSH	$30.5M
15	Klaas Financial Asset Advisors, LLC	Shares	527.9KSH	$27.7M
16	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	479.8KSH	$25.1M
17	Courage Miller Partners, LLC	Shares	465.8KSH	$24.4M
18	BAR HARBOR WEALTH MANAGEMENT	Shares	444.4KSH	$23.3M
19	Ameliora Wealth Management Ltd.	Shares	437.1KSH	$22.9M
20	JACOBSON & SCHMITT ADVISORS, LLC	Shares	424.4KSH	$22.2M
21	Northstar Advisory Group, LLC	Shares	411.3KSH	$21.6M
22	PRESILIUM PRIVATE WEALTH, LLC	Shares	398.2KSH	$20.9M
23	FIRST CITIZENS BANK & TRUST CO	Shares	385.3KSH	$20.2M
24	JBGlobal.com LLC	Shares	383.6KSH	$20.1M
25	Alley Investment Management Company, LLC	Shares	372.1KSH	$19.5M
26	Discipline Wealth Solutions, LLC	Shares	363.6KSH	$19.1M
27	ATWOOD & PALMER INC	Shares	362.9KSH	$19.0M
28	DAVENPORT & Co LLC	Shares	325.4KSH	$17.1M
29	CARY STREET PARTNERS FINANCIAL LLC	Shares	323.6KSH	$17.0M
30	Prosperity Planning, Inc.	Shares	317.1KSH	$16.6M
31	Gemmer Asset Management LLC	Shares	316.6KSH	$16.6M
32	KWMG, LLC	Shares	313.6KSH	$16.4M
33	STEPHENS GROUP ASSET MANAGEMENT, LLC	Shares	309.2KSH	$16.2M
34	EQUITABLE TRUST CO	Shares	288.6KSH	$15.1M
35	ABLE Financial Group, LLC	Shares	288.0KSH	$15.1M
36	Secure Asset Management, LLC	Shares	283.6KSH	$14.9M
37	Smith Salley Wealth Management	Shares	245.5KSH	$12.9M
38	Vertex Investment Solutions Co., Ltd.	Shares	240.7KSH	$12.6M
39	Goelzer Investment Management, Inc.	Shares	238.5KSH	$12.5M
40	TICINO WEALTH	Shares	233.4KSH	$12.2M
41	Ballentine Capital Advisors, Inc	Shares	227.1KSH	$11.9M
42	Avior Wealth Management, LLC	Shares	217.3KSH	$11.4M
43	JAMES INVESTMENT RESEARCH, INC.	Shares	199.0KSH	$10.4M
44	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	187.2KSH	$9.8M
45	Sandy Cove Advisors, LLC	Shares	187.2KSH	$9.8M
46	Heck Capital Advisors, LLC	Shares	186.7KSH	$9.8M
47	BURNS J W & CO INC/NY	Shares	178.8KSH	$9.4M
48	Procyon Advisors, LLC	Shares	165.0KSH	$8.6M
49	SeaBridge Investment Advisors LLC	Shares	159.6KSH	$8.4M
50	SEMITAM BONAM LLC	Shares	153.8KSH	$8.1M

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

50 / 360 loaded

#		Instrument
1	BUFFALO BUSINESS & ESTATE SERVICES LTD new	Principal	+1.2M	+$62.4M	$62.4M
2	Matson Money. Inc. added	Shares	+616.2K	+$30.5M	$813.1M
3	Composition Wealth, LLC added	Shares	+319.8K	+$16.5M	$125.8M
4	IFP Advisors, Inc added	Shares	+300.3K	+$15.7M	$38.1M
5	DAVENPORT & Co LLC added	Shares	+120.8K	+$6.3M	$17.1M
6	Parkside Investments, LLC added	Shares	+113.0K	+$5.7M	$98.3M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+110.2K	+$5.5M	$43.8M
8	Martin Capital Partners, LLC trimmed	Shares	-2.1K	+$4.6M	$4.7M
9	J.W. COLE ADVISORS, INC. new	Shares	+83.4K	+$4.4M	$4.4M
10	EQUITABLE TRUST CO added	Shares	+82.8K	+$4.3M	$15.1M
11	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+75.0K	+$3.9M	$4.5M
12	GREENWOOD GEARHART LLC added	Shares	+64.8K	+$3.2M	$55.0M
13	WASHINGTON CAPITAL MANAGEMENT, INC new	Shares	+59.4K	+$3.1M	$3.1M
14	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+61.1K	+$3.1M	$34.8M
15	Miller Global Investments, LLC new	Shares	+52.0K	+$2.7M	$2.7M
16	CoreCap Advisors, LLC added	Shares	+50.4K	+$2.6M	$3.3M
17	Nelson Capital Management, LLC added	Shares	+51.5K	+$2.6M	$40.7M
18	Bryant Woods Investment Advisors, LLC new	Shares	+35.9K	+$1.9M	$1.9M
19	Bangor Savings Bank added	Shares	+37.6K	+$1.8M	$47.6M
20	PRESILIUM PRIVATE WEALTH, LLC added	Shares	+34.3K	+$1.7M	$20.9M
21	Northstar Advisory Group, LLC added	Shares	+32.7K	+$1.7M	$21.6M
22	TICINO WEALTH added	Shares	+46.0K	+$1.6M	$12.2M
23	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+31.5K	+$1.6M	$17.0M
24	Agate Pass Investment Management, LLC added	Shares	+29.5K	+$1.5M	$5.6M
25	Bulwark Capital Corp new	Shares	+26.6K	+$1.4M	$1.4M
26	NAPLES GLOBAL ADVISORS, LLC added	Shares	+26.5K	+$1.4M	$5.2M
27	CUTLER INVESTMENT COUNSEL LLC added	Shares	+28.6K	+$1.4M	$46.2M
28	Aventus Investment Advisors, Inc. added	Shares	+25.6K	+$1.3M	$5.2M
29	1620 INVESTMENT ADVISORS, INC. added	Shares	+23.9K	+$1.2M	$3.8M
30	Prosperity Planning, Inc. added	Shares	+24.1K	+$1.2M	$16.6M
31	Ballentine Capital Advisors, Inc added	Shares	+22.5K	+$1.2M	$11.9M
32	Discipline Wealth Solutions, LLC added	Shares	+21.1K	+$1.1M	$19.1M
33	Heck Capital Advisors, LLC added	Shares	+19.7K	+$1.0M	$9.8M
34	KWMG, LLC added	Shares	+19.5K	+$980.3K	$16.4M
35	ABLE Financial Group, LLC added	Shares	+19.5K	+$979.8K	$15.1M
36	Clear Retirement Advice LLC added	Shares	+18.8K	+$966.4K	$8.0M
37	Wealth Enhancement Trust Services, Inc. added	Shares	+18.1K	+$939.9K	$3.7M
38	SeaBridge Investment Advisors LLC added	Shares	+18.2K	+$933.1K	$8.4M
39	Courage Miller Partners, LLC added	Shares	+18.5K	+$903.2K	$24.4M
40	Secure Asset Management, LLC added	Shares	+17.9K	+$897.9K	$14.9M
41	BAR HARBOR WEALTH MANAGEMENT added	Shares	+16.9K	+$820.5K	$23.3M
42	MEITAV INVESTMENT HOUSE LTD new	Shares	+14.2K	+$745.8K	$745.8K
43	Mirae Asset Global Investments Co., Ltd. added	Shares	+14.0K	+$717.4K	$6.4M
44	STEPHENS GROUP ASSET MANAGEMENT, LLC added	Shares	+14.1K	+$692.5K	$16.2M
45	L. Roy Papp & Associates, LLP added	Shares	+11.6K	+$595.0K	$5.9M
46	Shore Point Advisors, LLC added	Shares	+11.2K	+$573.9K	$6.4M
47	Madson Wealth Advisors Inc added	Shares	+11.0K	+$573.8K	$1.2M
48	Value Investment Professionals, LLC new	Shares	+10.5K	+$552.4K	$552.4K
49	BURNS J W & CO INC/NY added	Shares	+10.9K	+$547.7K	$9.4M
50	Vertex Investment Solutions Co., Ltd. added	Shares	+10.9K	+$547.1K	$12.6M

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