Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	Blue Trust, Inc.	Shares	6.0MSH	$489.7M
2	Columbus Macro, LLC	Shares	88.0KSH	$7.2M
3	Integris Wealth Management, LLC	Shares	72.7KSH	$6.0M
4	Dogwood Wealth Management LLC	Shares	28.7KSH	$2.4M
5	PRESILIUM PRIVATE WEALTH, LLC	Shares	28.1KSH	$2.3M
6	Global Financial Private Client, LLC	Shares	24.1KSH	$2.0M
7	Security National Bank	Shares	20.1KSH	$1.6M
8	LVZ, Inc.	Shares	17.8KSH	$1.5M
9	ORBA Wealth Advisors, L.L.C.	Shares	12.1KSH	$993.7K
10	Wellspring Financial Advisors, LLC	Shares	12.0KSH	$986.4K
11	Tanager Wealth Management LLP	Shares	11.6KSH	$948.3K
12	Yoffe Investment Management, LLC	Shares	9.3KSH	$761.5K
13	Selby Wealth Management, LLC	Shares	9.1KSH	$744.4K
14	SAPIENT CAPITAL LLC	Shares	8.3KSH	$681.4K
15	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	8.2KSH	$672.2K
16	Williams & Novak, LLC	Shares	7.8KSH	$636.3K
17	Balefire, LLC	Shares	7.7KSH	$633.9K
18	Mirae Asset Global Investments Co., Ltd.	Shares	6.1KSH	$500.6K
19	Farther Finance Advisors, LLC	Shares	5.4KSH	$442.3K
20	ARKANSAS FINANCIAL GROUP, INC.	Shares	5.0KSH	$413.3K
21	GUYASUTA INVESTMENT ADVISORS INC	Shares	4.9KSH	$400.4K
22	Southland Equity Partners LLC	Shares	3.9KSH	$320.0K
23	MISSION WEALTH MANAGEMENT, LP	Shares	3.6KSH	$296.3K
24	Hoxton Planning & Management, LLC	Shares	3.1KSH	$254.7K
25	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	2.9KSH	$233.8K
26	Opus Financial Solutions LLC	Shares	2.6KSH	$210.2K
27	Balance Wealth Partners LLC	Shares	2.5KSH	$201.3K
28	Gleason Group, Inc.	Shares	1.8KSH	$143.5K
29	Capital Investment Advisory Services, LLC	Shares	1.6KSH	$132.3K
30	Bogart Wealth, LLC	Shares	710SH	$58.2K
31	CoreCap Advisors, LLC	Shares	628SH	$51.5K
32	LANARK FINANCIAL, INC.	Shares	575SH	$47.1K
33	Kings Path Partners LLC	Shares	483SH	$39.5K
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	409SH	$33.4K
35	SALEM INVESTMENT COUNSELORS INC	Shares	301SH	$24.7K
36	Cape Investment Advisory, Inc.	Shares	202SH	$16.6K
37	SIGNATUREFD, LLC	Shares	52SH	$4.3K
38	Spire Wealth Management	Shares	52SH	$4.3K
39	HHM Wealth Advisors, LLC	Shares	41SH	$3.4K
40	Princeton Global Asset Management LLC	Shares	16SH	$1.3K
41	Central Pacific Bank - Trust Division	Shares	9SH	$737
42	Realta Investment Advisors	Shares	4SH	$328
43	Steigerwald, Gordon & Koch Inc.	Shares	2SH	$164

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

43 / 43 loaded

#		Instrument
1	Blue Trust, Inc. trimmed	Shares	-150.5K	+$20.9M	$489.7M
2	Security National Bank added	Shares	+13.7K	+$1.2M	$1.6M
3	Columbus Macro, LLC added	Shares	+1.1K	+$560.6K	$7.2M
4	ORBA Wealth Advisors, L.L.C. added	Shares	+4.6K	+$420.1K	$993.7K
5	Opus Financial Solutions LLC new	Shares	+2.6K	+$210.2K	$210.2K
6	Balance Wealth Partners LLC new	Shares	+2.5K	+$201.3K	$201.3K
7	Global Financial Private Client, LLC added	Shares	+479	+$167.5K	$2.0M
8	Gleason Group, Inc. new	Shares	+1.8K	+$143.5K	$143.5K
9	Integris Wealth Management, LLC trimmed	Shares	-3.7K	+$110.2K	$6.0M
10	PRESILIUM PRIVATE WEALTH, LLC trimmed	Shares	-566	+$108.9K	$2.3M
11	Dogwood Wealth Management LLC trimmed	Shares	-855	+$90.0K	$2.4M
12	Farther Finance Advisors, LLC added	Shares	+811	+$83.7K	$442.3K
13	Wellspring Financial Advisors, LLC added	Shares	+45	+$68.7K	$986.4K
14	Tanager Wealth Management LLP unchanged	Shares	0	+$62.7K	$948.3K
15	Yoffe Investment Management, LLC added	Shares	+19	+$51.8K	$761.5K
16	CoreCap Advisors, LLC added	Shares	+612	+$50.2K	$51.5K
17	ARKANSAS FINANCIAL GROUP, INC. added	Shares	+511	+$46.6K	$413.3K
18	SAPIENT CAPITAL LLC unchanged	Shares	0	+$45.1K	$681.4K
19	Selby Wealth Management, LLC trimmed	Shares	-190	+$34.7K	$744.4K
20	Williams & Novak, LLC unchanged	Shares	0	+$29.2K	$636.3K
21	Hoxton Planning & Management, LLC added	Shares	+129	+$26.7K	$254.7K
22	GUYASUTA INVESTMENT ADVISORS INC trimmed	Shares	-18	+$25.1K	$400.4K
23	Southland Equity Partners LLC trimmed	Shares	-15	+$20.0K	$320.0K
24	MISSION WEALTH MANAGEMENT, LP unchanged	Shares	0	+$19.6K	$296.3K
25	Balefire, LLC trimmed	Shares	-321	+$17.4K	$633.9K
26	Cape Investment Advisory, Inc. new	Shares	+202	+$16.6K	$16.6K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+124	+$11.2K	$33.4K
28	Capital Investment Advisory Services, LLC trimmed	Shares	-1	+$8.7K	$132.3K
29	SIGNATUREFD, LLC new	Shares	+52	+$4.3K	$4.3K
30	Kings Path Partners LLC added	Shares	+1	+$4.2K	$39.5K
31	Bogart Wealth, LLC unchanged	Shares	0	+$3.8K	$58.2K
32	LANARK FINANCIAL, INC. unchanged	Shares	0	+$3.1K	$47.1K
33	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$1.6K	$24.7K
34	Princeton Global Asset Management LLC new	Shares	+16	+$1.3K	$1.3K
35	Spire Wealth Management unchanged	Shares	0	+$281	$4.3K
36	HHM Wealth Advisors, LLC unchanged	Shares	0	+$223	$3.4K
37	Central Pacific Bank - Trust Division unchanged	Shares	0	+$48	$737
38	Realta Investment Advisors unchanged	Shares	0	+$22	$328
39	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$11	$164
40	BRANDYWINE OAK PRIVATE WEALTH LLC trimmed	Shares	-823	-$18.5K	$672.2K
41	Activest Wealth Management exited	Shares	-601	-$46.0K	$0
42	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-1.1K	-$53.3K	$500.6K
43	LVZ, Inc. trimmed	Shares	-3.2K	-$148.5K	$1.5M