Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 511 loaded

#		Instrument	quantity
1	Catalyst Capital Advisors LLC	Shares	1.6MSH	$670.7M
2	Millburn Ridgefield LLC /DE/	Shares	1.6MSH	$670.7M
3	JOHNSON INVESTMENT COUNSEL INC	Shares	1.4MSH	$585.3M
4	Legacy Wealth Management, LLC	Shares	702.6KSH	$287.7M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	336.0KSH	$136.3M
6	Arbor Investment Advisors, LLC	Shares	284.9KSH	$116.7M
7	Winthrop Advisory Group LLC	Shares	247.6KSH	$101.4M
8	Ballentine Partners, LLC	Shares	205.7KSH	$84.2M
9	JFS WEALTH ADVISORS, LLC	Shares	196.3KSH	$80.4M
10	Mason & Associates Inc	Shares	166.1KSH	$68.0M
11	Enclave Advisors LLC	Shares	159.9KSH	$65.5M
12	Financial Management Professionals, Inc.	Shares	137.4KSH	$56.3M
13	Conservest Capital Advisors, Inc.	Shares	122.5KSH	$50.1M
14	Trust Co	Shares	121.7KSH	$49.8M
15	Brewster Financial Planning LLC	Shares	119.0KSH	$48.7M
16	ASPIRIANT, LLC	Shares	116.1KSH	$47.5M
17	Envestnet Portfolio Solutions, Inc.	Shares	113.3KSH	$46.4M
18	American Financial Advisors, LLC	Shares	105.8KSH	$43.3M
19	Constellation Investments, Inc.	Shares	101.4KSH	$41.5M
20	RTD Financial Advisors, Inc.	Shares	93.4KSH	$38.3M
21	Franklin, Parlapiano, Turner & Welch, LLC	Shares	91.9KSH	$37.6M
22	Legacy Advisors, LLC	Shares	89.3KSH	$36.6M
23	Gray Private Wealth, LLC	Shares	83.4KSH	$34.1M
24	XML Financial, LLC	Shares	81.9KSH	$33.6M
25	BTC Capital Management, Inc.	Shares	81.3KSH	$33.4M
26	ACT WEALTH MANAGEMENT, LLC	Shares	81.5KSH	$33.4M
27	Sequoia Financial Advisors, LLC	Shares	74.3KSH	$30.4M
28	MISSION WEALTH MANAGEMENT, LP	Shares	63.1KSH	$25.8M
29	Single Point Partners, LLC	Shares	55.5KSH	$22.7M
30	Mullaney, Keating & Wright, Inc.	Shares	52.0KSH	$21.3M
31	Trust Point Inc.	Shares	46.9KSH	$19.2M
32	Wealthcare Advisory Partners LLC	Shares	46.1KSH	$18.9M
33	Nicholson Meyer Capital Management, Inc.	Shares	44.6KSH	$18.2M
34	Farther Finance Advisors, LLC	Shares	42.3KSH	$17.3M
35	YHB Investment Advisors, Inc.	Shares	40.6KSH	$16.6M
36	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	37.8KSH	$15.5M
37	ETF Portfolio Partners, Inc.	Shares	33.3KSH	$13.6M
38	UNIQUE WEALTH, LLC	Shares	32.4KSH	$13.3M
39	Merit Financial Group, LLC	Shares	28.8KSH	$11.8M
40	Centerline Wealth Advisors, LLC	Shares	27.5KSH	$11.3M
41	COREPATH WEALTH PARTNERS LLC	Shares	26.3KSH	$10.7M
42	Indiana Trust & Investment Management Co	Shares	25.6KSH	$10.5M
43	Graves Light Lenhart Wealth, Inc.	Shares	25.2KSH	$10.3M
44	AMERICAN NATIONAL BANK & TRUST	Shares	25.1KSH	$10.3M
45	GC Wealth Management RIA, LLC	Shares	24.8KSH	$10.2M
46	NEW WAVE WEALTH ADVISORS LLC	Shares	24.2KSH	$9.9M
47	ARCADIA INVESTMENT ADVISORS LLC	Shares	24.1KSH	$9.9M
48	Relyea Zuckerberg Hanson LLC	Shares	23.0KSH	$9.4M
49	Omega Financial Group, LLC	Shares	22.3KSH	$9.1M
50	Spire Wealth Management	Shares	20.6KSH	$8.4M

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

50 / 521 loaded

#		Instrument
1	Catalyst Capital Advisors LLC trimmed	Shares	-4.0K	+$85.3M	$670.7M
2	Millburn Ridgefield LLC /DE/ trimmed	Shares	-4.0K	+$85.3M	$670.7M
3	JOHNSON INVESTMENT COUNSEL INC added	Shares	+9.8K	+$79.2M	$585.3M
4	Legacy Wealth Management, LLC trimmed	Shares	-5.6K	+$35.2M	$287.7M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.4K	+$18.4M	$136.3M
6	Financial Management Professionals, Inc. added	Shares	+21.0K	+$14.8M	$56.3M
7	Arbor Investment Advisors, LLC trimmed	Shares	-6.1K	+$12.9M	$116.7M
8	UNIQUE WEALTH, LLC added	Shares	+30.9K	+$12.7M	$13.3M
9	Winthrop Advisory Group LLC trimmed	Shares	-1.8K	+$12.5M	$101.4M
10	Centerline Wealth Advisors, LLC new	Shares	+27.5K	+$11.3M	$11.3M
11	Mason & Associates Inc added	Shares	+1.1K	+$10.8M	$68.0M
12	Ballentine Partners, LLC trimmed	Shares	-735	+$10.6M	$84.2M
13	JFS WEALTH ADVISORS, LLC trimmed	Shares	-3.1K	+$9.3M	$80.4M
14	BTC Capital Management, Inc. added	Shares	+10.0K	+$8.0M	$33.4M
15	Enclave Advisors LLC trimmed	Shares	-1.7K	+$7.9M	$65.5M
16	ASPIRIANT, LLC added	Shares	+3.3K	+$7.3M	$47.5M
17	Storen Legacy Partners, LLC new	Shares	+17.8K	+$7.3M	$7.3M
18	NEW WAVE WEALTH ADVISORS LLC added	Shares	+14.3K	+$6.4M	$9.9M
19	SENTINEL PENSION ADVISORS, LLC new	Shares	+15.6K	+$6.3M	$6.3M
20	Trust Co trimmed	Shares	-1.1K	+$6.1M	$49.8M
21	Brewster Financial Planning LLC trimmed	Shares	-964	+$6.0M	$48.7M
22	ACT WEALTH MANAGEMENT, LLC added	Shares	+3.8K	+$5.7M	$33.4M
23	Constellation Investments, Inc. unchanged	Shares	0	+$5.4M	$41.5M
24	J.W. COLE ADVISORS, INC. new	Shares	+12.7K	+$5.2M	$5.2M
25	Nicholson Meyer Capital Management, Inc. added	Shares	+7.8K	+$5.1M	$18.2M
26	Legacy Advisors, LLC trimmed	Shares	-7	+$4.7M	$36.6M
27	American Financial Advisors, LLC trimmed	Shares	-2.5K	+$4.7M	$43.3M
28	RTD Financial Advisors, Inc. trimmed	Shares	-1.1K	+$4.6M	$38.3M
29	XML Financial, LLC trimmed	Shares	-621	+$4.1M	$33.6M
30	Cyndeo Wealth Partners, LLC added	Shares	+9.8K	+$4.0M	$4.2M
31	Sequoia Financial Advisors, LLC trimmed	Shares	-423	+$3.8M	$30.4M
32	Gray Private Wealth, LLC trimmed	Shares	-1.9K	+$3.7M	$34.1M
33	Conservest Capital Advisors, Inc. trimmed	Shares	-7.7K	+$3.7M	$50.1M
34	Composition Wealth, LLC added	Shares	+7.7K	+$3.7M	$7.0M
35	MISSION WEALTH MANAGEMENT, LP added	Shares	+749	+$3.6M	$25.8M
36	Mullaney, Keating & Wright, Inc. added	Shares	+80	+$2.8M	$21.3M
37	Single Point Partners, LLC trimmed	Shares	-1.3K	+$2.5M	$22.7M
38	YHB Investment Advisors, Inc. trimmed	Shares	-4	+$2.1M	$16.6M
39	Wealthcare Advisory Partners LLC trimmed	Shares	-1.4K	+$1.9M	$18.9M
40	Bayshore Capital Advisors, LLC added	Shares	+2.6K	+$1.9M	$7.6M
41	COLTON GROOME FINANCIAL ADVISORS, LLC new	Shares	+4.4K	+$1.8M	$1.8M
42	GC Wealth Management RIA, LLC added	Shares	+1.2K	+$1.7M	$10.2M
43	ETF Portfolio Partners, Inc. trimmed	Shares	-199	+$1.7M	$13.6M
44	Merit Financial Group, LLC trimmed	Shares	-5	+$1.5M	$11.8M
45	Franklin, Parlapiano, Turner & Welch, LLC trimmed	Shares	-1.2K	+$1.5M	$37.6M
46	Plancorp, LLC added	Shares	+2.7K	+$1.5M	$5.3M
47	EASTERN BANK added	Shares	+3.3K	+$1.4M	$2.1M
48	Indiana Trust & Investment Management Co unchanged	Shares	0	+$1.4M	$10.5M
49	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	+$1.3M	$10.3M
50	Graves Light Lenhart Wealth, Inc. trimmed	Shares	-193	+$1.3M	$10.3M

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