Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 72 loaded

#		Instrument	quantity
1	Brookstone Capital Management	Shares	1.7MSH	$36.8M
2	TRUE Private Wealth Advisors	Shares	1.7MSH	$36.2M
3	Financial Advisory Corp	Shares	1.6MSH	$34.6M
4	Asset Advisors Investment Management, LLC	Shares	1.3MSH	$29.0M
5	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	1.1MSH	$24.1M
6	HM PAYSON & CO	Shares	961.1KSH	$20.8M
7	ATWOOD & PALMER INC	Shares	958.7KSH	$20.8M
8	MKT Advisors LLC	Shares	661.8KSH	$14.3M
9	Merit Financial Group, LLC	Shares	588.3KSH	$12.7M
10	Legacy Private Trust Co.	Shares	555.6KSH	$12.0M
11	SHELTON WEALTH MANAGEMENT, LLC	Shares	501.2KSH	$10.9M
12	Heartwood Wealth Advisors LLC	Shares	446.3KSH	$9.7M
13	Waycross Investment Management Co	Shares	443.2KSH	$9.6M
14	D.A. DAVIDSON & CO.	Shares	382.8KSH	$8.3M
15	SPRENG CAPITAL MANAGEMENT, INC.	Shares	322.5KSH	$7.0M
16	FORONJY FINANCIAL LLC	Shares	315.6KSH	$6.8M
17	REBALANCE, LLC	Shares	270.4KSH	$5.9M
18	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	237.7KSH	$5.1M
19	HOWLAND CAPITAL MANAGEMENT LLC	Shares	176.3KSH	$3.8M
20	SIGNATUREFD, LLC	Shares	169.0KSH	$3.7M
21	Apella Capital, LLC	Shares	123.7KSH	$2.7M
22	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	117.6KSH	$2.5M
23	Hughes Financial Services, LLC	Shares	102.8KSH	$2.2M
24	TITLEIST ASSET MANAGEMENT, LLC	Shares	99.5KSH	$2.2M
25	IFP Advisors, Inc	Shares	66.5KSH	$1.4M
26	Montecito Bank & Trust	Shares	61.8KSH	$1.3M
27	Foundry Financial Group, Inc.	Shares	59.5KSH	$1.3M
28	MOULTON WEALTH MANAGEMENT, INC	Shares	42.4KSH	$914.7K
29	KFG WEALTH MANAGEMENT, LLC	Shares	41.4KSH	$897.2K
30	Great Diamond Partners, LLC	Shares	37.1KSH	$802.7K
31	CARY STREET PARTNERS FINANCIAL LLC	Shares	36.2KSH	$782.9K
32	KOM Wealth Management Group, LLC	Shares	35.6KSH	$771.5K
33	Chris Bulman Inc	Shares	35.6KSH	$770.5K
34	Community Financial Services Group, LLC	Shares	34.4KSH	$741.5K
35	BENJAMIN EDWARDS INC	Shares	33.1KSH	$716.5K
36	Mendota Financial Group, LLC	Shares	31.8KSH	$688.6K
37	Blake Schutter Theil Wealth Advisors, LLC	Shares	27.4KSH	$594.1K
38	Old Port Advisors	Shares	22.6KSH	$488.5K
39	DecisionMap Wealth Management, LLC	Shares	20.3KSH	$439.5K
40	Walleye Partners, LLC	Shares	19.3KSH	$416.8K
41	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	18.4KSH	$398.4K
42	Prosperity Planning, Inc.	Principal	17.9KPRN	$387.3K
43	CGN Advisors LLC	Shares	17.2KSH	$372.9K
44	XY Planning Network, Inc.	Shares	17.2KSH	$372.9K
45	JOHNSON INVESTMENT COUNSEL INC	Shares	17.2KSH	$372.2K
46	BARRETT & COMPANY, INC.	Shares	16.3KSH	$353.6K
47	Trinity Wealth Management, LLC	Shares	15.7KSH	$340.4K
48	Single Point Partners, LLC	Shares	15.3KSH	$331.4K
49	Cyr Financial Inc.	Shares	14.4KSH	$311.3K
50	Cambridge Financial Group, LLC	Shares	14.0KSH	$303.3K

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

50 / 76 loaded

#		Instrument
1	Merit Financial Group, LLC added	Shares	+570.2K	+$12.3M	$12.7M
2	HM PAYSON & CO added	Shares	+189.5K	+$4.0M	$20.8M
3	Asset Advisors Investment Management, LLC added	Shares	+102.6K	+$2.0M	$29.0M
4	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+74.4K	+$1.4M	$24.1M
5	MKT Advisors LLC added	Shares	+49.3K	+$937.4K	$14.3M
6	MOULTON WEALTH MANAGEMENT, INC new	Shares	+42.4K	+$914.7K	$914.7K
7	Community Financial Services Group, LLC new	Shares	+34.4K	+$741.5K	$741.5K
8	SHELTON WEALTH MANAGEMENT, LLC added	Shares	+34.3K	+$652.8K	$10.9M
9	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+24.0K	+$490.1K	$3.8M
10	REBALANCE, LLC added	Shares	+23.7K	+$466.4K	$5.9M
11	D.A. DAVIDSON & CO. added	Shares	+23.4K	+$436.8K	$8.3M
12	Apella Capital, LLC added	Shares	+20.9K	+$418.2K	$2.7M
13	XY Planning Network, Inc. new	Shares	+17.2K	+$372.9K	$372.9K
14	FORONJY FINANCIAL LLC added	Shares	+18.7K	+$348.6K	$6.8M
15	Single Point Partners, LLC new	Shares	+15.3K	+$331.4K	$331.4K
16	Legacy Private Trust Co. added	Shares	+18.3K	+$292.8K	$12.0M
17	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+14.0K	+$286.0K	$2.2M
18	Financial Advisory Corp added	Shares	+26.9K	+$278.8K	$34.6M
19	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+12.8K	+$277.9K	$277.9K
20	Great Diamond Partners, LLC added	Shares	+11.2K	+$236.8K	$802.7K
21	Avidian Wealth Enterprises, LLC new	Shares	+9.9K	+$213.5K	$213.5K
22	KOM Wealth Management Group, LLC added	Shares	+9.0K	+$190.4K	$771.5K
23	Physician Wealth Advisors, Inc. added	Shares	+5.8K	+$123.6K	$280.1K
24	ATWOOD & PALMER INC added	Shares	+13.8K	+$115.4K	$20.8M
25	BARRETT & COMPANY, INC. added	Shares	+5.4K	+$114.2K	$353.6K
26	Montecito Bank & Trust added	Shares	+5.5K	+$109.1K	$1.3M
27	Key FInancial Inc new	Shares	+5.0K	+$108.1K	$108.1K
28	DecisionMap Wealth Management, LLC added	Shares	+4.5K	+$93.8K	$439.5K
29	Waycross Investment Management Co added	Shares	+7.3K	+$73.0K	$9.6M
30	Heartwood Wealth Advisors LLC added	Shares	+7.3K	+$72.4K	$9.7M
31	Longview Financial Advisors LLC new	Shares	+2.6K	+$56.2K	$56.2K
32	Hughes Financial Services, LLC added	Shares	+3.3K	+$51.9K	$2.2M
33	Prosperity Planning, Inc. added	Principal	+2.3K	+$47.0K	$387.3K
34	SIGNATUREFD, LLC added	Shares	+2.3K	+$17.9K	$3.7M
35	KFG WEALTH MANAGEMENT, LLC added	Shares	+723	+$7.8K	$897.2K
36	Conrad Siegel Investment Advisors, Inc. added	Shares	+316	+$4.5K	$265.7K
37	Cyr Financial Inc. added	Shares	+287	+$3.5K	$311.3K
38	Farther Finance Advisors, LLC added	Shares	+44	+$442	$99.9K
39	Mendota Financial Group, LLC added	Shares	+301	+$422	$688.6K
40	Walleye Partners, LLC added	Shares	+182	+$255	$416.8K
41	First PREMIER Bank unchanged	Shares	0	$0	$78
42	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$75	$8.4K
43	Robbins Farley unchanged	Shares	0	-$176	$19.7K
44	Hyposwiss Advisors SA unchanged	Shares	0	-$440	$49.4K
45	LANARK FINANCIAL, INC. trimmed	Shares	-25	-$551	$562
46	Bogart Wealth, LLC unchanged	Shares	0	-$618	$69.4K
47	PARK AVENUE SECURITIES LLC trimmed	Shares	-40.5K	-$960	$8.6K
48	High Note Wealth, LLC unchanged	Shares	0	-$1.1K	$124.4K
49	CGN Advisors LLC added	Shares	+79	-$1.6K	$372.9K
50	Penobscot Investment Management Company, Inc. unchanged	Shares	0	-$1.8K	$205.7K

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