Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	EASTERN BANK	Shares	1.6MSH	$170.6M
2	Envestnet Portfolio Solutions, Inc.	Shares	851.8KSH	$90.4M
3	FIRST CITIZENS BANK & TRUST CO	Shares	832.0KSH	$88.3M
4	TCV Trust & Wealth Management, Inc.	Shares	474.8KSH	$50.4M
5	SOUTHERN MICHIGAN BANK & TRUST	Shares	281.9KSH	$29.9M
6	WEBSTER BANK, N. A.	Shares	163.8KSH	$17.4M
7	Composition Wealth, LLC	Shares	152.8KSH	$16.2M
8	GREENLEAF TRUST	Shares	119.7KSH	$12.7M
9	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	116.4KSH	$12.3M
10	Community Financial Services Group, LLC	Shares	113.9KSH	$12.0M
11	SVB WEALTH LLC	Shares	102.0KSH	$10.8M
12	DAVENPORT & Co LLC	Shares	101.3KSH	$10.7M
13	Bank of New Hampshire	Shares	80.3KSH	$8.5M
14	ISTHMUS PARTNERS, LLC	Shares	56.4KSH	$6.0M
15	MAIMON WEALTH MANAGEMENT LTD.	Shares	54.8KSH	$5.8M
16	Sequoia Financial Advisors, LLC	Shares	50.7KSH	$5.4M
17	UNION SAVINGS BANK	Shares	45.1KSH	$4.8M
18	Patriot Financial Group Insurance Agency, LLC	Shares	44.5KSH	$4.7M
19	MassMutual Private Wealth & Trust, FSB	Shares	43.6KSH	$4.6M
20	Gilbert Capital Group, Inc.	Shares	41.9KSH	$4.4M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	41.6KSH	$4.4M
22	JOHNSON INVESTMENT COUNSEL INC	Shares	29.8KSH	$3.2M
23	COURIER CAPITAL LLC	Shares	27.0KSH	$2.9M
24	Opal Wealth Advisors, LLC	Shares	23.1KSH	$2.5M
25	GAMMA Investing LLC	Shares	22.0KSH	$2.3M
26	First Financial Bank - Trust Division	Shares	13.9KSH	$1.5M
27	Legacy Private Trust Co.	Shares	13.9KSH	$1.5M
28	Capital Investment Services of America, Inc.	Shares	12.4KSH	$1.3M
29	First County Bank /CT/	Shares	12.3KSH	$1.3M
30	MITCHELL SINKLER & STARR/PA	Shares	11.4KSH	$1.2M
31	Adelphi Trust Co	Shares	10.9KSH	$1.2M
32	OLD NATIONAL BANCORP /IN/	Shares	10.5KSH	$1.1M
33	Darwin Wealth Management, LLC	Shares	10.3KSH	$1.1M
34	Bangor Savings Bank	Shares	9.4KSH	$994.9K
35	JAMES INVESTMENT RESEARCH, INC.	Shares	6.6KSH	$695.6K
36	Indiana Trust & Investment Management Co	Shares	6.5KSH	$684.5K
37	Prospera Financial Services Inc	Shares	6.4KSH	$679.3K
38	J.W. COLE ADVISORS, INC.	Shares	5.8KSH	$620.6K
39	MIDLAND WEALTH ADVISORS, LLC	Shares	4.8KSH	$513.3K
40	High Probability Advisors, LLC	Shares	4.8KSH	$508.9K
41	Farther Finance Advisors, LLC	Shares	4.7KSH	$503.3K
42	FIRST MERCHANTS CORP	Shares	4.6KSH	$489.9K
43	CFS Investment Advisory Services, LLC	Shares	4.6KSH	$487.4K
44	FC Advisory LLC	Shares	4.2KSH	$442.8K
45	Security Financial Services, INC.	Shares	4.1KSH	$434.4K
46	Curbstone Financial Management Corp	Shares	3.8KSH	$407.6K
47	Ballentine Capital Advisors, Inc	Shares	3.8KSH	$404.3K
48	Stonebridge Financial Group, LLC	Shares	3.5KSH	$373.1K
49	Donor Advised Charitable Giving, Inc.	Shares	3.5KSH	$367.7K
50	Tactive Advisors, LLC	Shares	3.0KSH	$318.6K

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

50 / 83 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. added	Shares	+692.5K	+$73.4M	$90.4M
2	FIRST CITIZENS BANK & TRUST CO added	Shares	+662.6K	+$70.2M	$88.3M
3	SVB WEALTH LLC added	Shares	+30.8K	+$3.2M	$10.8M
4	GAMMA Investing LLC added	Shares	+14.6K	+$1.5M	$2.3M
5	WEBSTER BANK, N. A. added	Shares	+11.3K	+$1.1M	$17.4M
6	TCV Trust & Wealth Management, Inc. added	Shares	+12.2K	+$1.0M	$50.4M
7	MAIMON WEALTH MANAGEMENT LTD. added	Shares	+7.2K	+$748.0K	$5.8M
8	J.W. COLE ADVISORS, INC. new	Shares	+5.8K	+$620.6K	$620.6K
9	CFS Investment Advisory Services, LLC new	Shares	+4.6K	+$487.4K	$487.4K
10	Composition Wealth, LLC added	Shares	+5.0K	+$448.1K	$16.2M
11	Adelphi Trust Co added	Shares	+4.1K	+$436.1K	$1.2M
12	Security Financial Services, INC. new	Shares	+4.1K	+$434.4K	$434.4K
13	Curbstone Financial Management Corp new	Shares	+3.8K	+$407.6K	$407.6K
14	UNION SAVINGS BANK added	Shares	+3.8K	+$378.4K	$4.8M
15	Community Financial Services Group, LLC added	Shares	+3.3K	+$280.9K	$12.0M
16	Wiser Wealth Management, Inc new	Shares	+2.4K	+$249.3K	$249.3K
17	Opal Wealth Advisors, LLC added	Shares	+2.3K	+$230.5K	$2.5M
18	Horst & Graben Wealth Management LLC new	Shares	+2.1K	+$218.6K	$218.6K
19	Indiana Trust & Investment Management Co added	Shares	+1.8K	+$188.3K	$684.5K
20	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+1.9K	+$136.4K	$12.3M
21	MassMutual Private Wealth & Trust, FSB added	Shares	+1.5K	+$133.5K	$4.6M
22	Hartford Financial Management Inc. new	Shares	+469	+$49.8K	$49.8K
23	Donor Advised Charitable Giving, Inc. added	Shares	+468	+$47.9K	$367.7K
24	First County Bank /CT/ added	Shares	+376	+$32.9K	$1.3M
25	Abound Wealth Management new	Shares	+296	+$31.4K	$31.4K
26	Darwin Wealth Management, LLC added	Shares	+304	+$26.4K	$1.1M
27	FC Advisory LLC added	Shares	+252	+$24.4K	$442.8K
28	TFC Financial Management, Inc. added	Shares	+141	+$14.2K	$142.2K
29	Stewardship Advisors, LLC added	Shares	+69	+$5.6K	$310.8K
30	Farther Finance Advisors, LLC added	Shares	+41	+$3.3K	$503.3K
31	MISSION WEALTH MANAGEMENT, LP added	Shares	+22	+$1.0K	$238.4K
32	EverSource Wealth Advisors, LLC new	Shares	+9	+$955	$955
33	LifeSteps Financial, Inc. new	Shares	+7	+$743	$743
34	Cape Investment Advisory, Inc. new	Shares	+3	+$266	$266
35	Kennebec Savings Bank added	Shares	+8	+$86	$139.3K
36	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+4	+$15	$143.7K
37	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$11
38	IFP Advisors, Inc unchanged	Shares	0	-$15	$2.7K
39	Nova Wealth Management, Inc. unchanged	Shares	0	-$106	$19.2K
40	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$184	$33.3K
41	CoreCap Advisors, LLC unchanged	Shares	0	-$192	$34.8K
42	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$239	$43.3K
43	Aventura Private Wealth, LLC unchanged	Shares	0	-$459	$83.4K
44	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$513	$93.0K
45	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+5	-$558	$203.9K
46	D.A. DAVIDSON & CO. unchanged	Shares	0	-$1.2K	$214.5K
47	ZWJ INVESTMENT COUNSEL INC added	Shares	+3	-$1.3K	$283.5K
48	High Probability Advisors, LLC unchanged	Shares	0	-$2.8K	$508.9K
49	MITCHELL SINKLER & STARR/PA unchanged	Shares	0	-$6.7K	$1.2M
50	Capital Investment Advisory Services, LLC exited	Shares	-74	-$7.9K	$0

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