Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 886 loaded

#		Instrument	quantity
1	Ballentine Partners, LLC	Shares	6.8MSH	$654.1M
2	SIGNATUREFD, LLC	Shares	3.9MSH	$372.0M
3	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	3.7MSH	$355.1M
4	Bell Bank	Shares	3.5MSH	$340.3M
5	Envestnet Portfolio Solutions, Inc.	Shares	3.1MSH	$303.2M
6	Stairway Partners, LLC	Shares	3.1MSH	$300.2M
7	FIRST CITIZENS BANK & TRUST CO	Shares	2.4MSH	$230.6M
8	Matson Money. Inc.	Shares	2.3MSH	$217.5M
9	Retirement Investment Advisors, Inc.	Shares	2.1MSH	$206.3M
10	GREENLEAF TRUST	Shares	2.1MSH	$198.6M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.0MSH	$193.4M
12	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.9MSH	$182.2M
13	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	1.9MSH	$179.5M
14	MIDLAND WEALTH ADVISORS, LLC	Shares	1.9MSH	$179.4M
15	Avidian Wealth Enterprises, LLC	Shares	1.8MSH	$174.1M
16	MISSION WEALTH MANAGEMENT, LP	Shares	1.8MSH	$173.8M
17	Aaron Wealth Advisors LLC	Shares	1.6MSH	$155.6M
18	Wealthquest Corp	Shares	1.4MSH	$137.1M
19	First Financial Bank - Trust Division	Shares	1.4MSH	$135.9M
20	SigFig Wealth Management, LLC	Shares	1.3MSH	$123.7M
21	Fifth Third Wealth Advisors LLC	Shares	1.2MSH	$119.4M
22	Wedmont Private Capital	Shares	1.2MSH	$115.6M
23	Composition Wealth, LLC	Shares	1.2MSH	$111.4M
24	Mirae Asset Global Investments Co., Ltd.	Shares	1.1MSH	$110.7M
25	Bangor Savings Bank	Shares	1.1MSH	$109.8M
26	FORM Wealth Advisors, LLC	Shares	1.1MSH	$108.7M
27	DAVENPORT & Co LLC	Shares	1.1MSH	$102.3M
28	Wellspring Financial Advisors, LLC	Shares	1.7MSH	$100.0M
29	Diversified Trust Co	Shares	1.0MSH	$99.7M
30	Graves Light Lenhart Wealth, Inc.	Shares	1.0MSH	$97.9M
31	ASPIRIANT, LLC	Shares	1.0MSH	$97.6M
32	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	993.5KSH	$96.0M
33	Fragasso Financial Advisors Inc	Shares	958.1KSH	$92.5M
34	Brookstone Capital Management	Shares	950.2KSH	$91.8M
35	FIRST HAWAIIAN BANK	Shares	920.6KSH	$88.9M
36	Valeo Financial Advisors, LLC	Shares	1.2MSH	$79.4M
37	Venturi Wealth Management, LLC	Shares	789.1KSH	$76.2M
38	Roth Financial Partners LLC	Shares	763.6KSH	$73.8M
39	RMR Wealth Builders	Shares	753.1KSH	$72.7M
40	Constellation Investments, Inc.	Shares	742.1KSH	$71.7M
41	Orgel Wealth Management, LLC	Shares	706.9KSH	$68.3M
42	Cabot-Wellington, LLC	Shares	689.9KSH	$66.6M
43	Crewe Advisors LLC	Shares	660.2KSH	$63.8M
44	WADDELL & ASSOCIATES, LLC	Shares	654.5KSH	$63.2M
45	Brickley Wealth Management	Shares	653.9KSH	$63.2M
46	Colony Family Offices, LLC	Shares	652.5KSH	$63.0M
47	Leverty Financial Group, LLC	Shares	633.6KSH	$61.2M
48	Farther Finance Advisors, LLC	Shares	607.8KSH	$58.7M
49	Parkside Investments, LLC	Shares	594.0KSH	$57.4M
50	Ledyard National Bank	Shares	582.0KSH	$56.2M

Scroll to load more

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

50 / 910 loaded

#		Instrument
1	Ballentine Partners, LLC added	Shares	+109.8K	+$50.9M	$654.1M
2	FIRST CITIZENS BANK & TRUST CO added	Shares	+369.8K	+$47.9M	$230.6M
3	SIGNATUREFD, LLC added	Shares	+214.2K	+$42.7M	$372.0M
4	Envestnet Portfolio Solutions, Inc. added	Shares	+255.6K	+$42.1M	$303.2M
5	BUFFALO BUSINESS & ESTATE SERVICES LTD new	Principal	+432.6K	+$41.8M	$41.8M
6	MISSION WEALTH MANAGEMENT, LP added	Shares	+260.5K	+$34.5M	$173.8M
7	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+99.0K	+$31.2M	$355.1M
8	Abundance Wealth Counselors added	Shares	+221.9K	+$23.0M	$46.5M
9	Stairway Partners, LLC added	Shares	+20.2K	+$20.6M	$300.2M
10	Retirement Investment Advisors, Inc. added	Shares	+59.8K	+$19.7M	$206.3M
11	DAVENPORT & Co LLC added	Shares	+144.1K	+$19.5M	$102.3M
12	Bell Bank trimmed	Shares	-27.0K	+$18.9M	$340.3M
13	Avidian Wealth Enterprises, LLC added	Shares	+75.7K	+$17.8M	$174.1M
14	Aaron Wealth Advisors LLC added	Shares	+74.2K	+$16.5M	$155.6M
15	Composition Wealth, LLC added	Shares	+81.0K	+$14.3M	$111.4M
16	Matson Money. Inc. trimmed	Shares	-639	+$13.6M	$217.5M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+19.0K	+$13.4M	$193.4M
18	MIDLAND WEALTH ADVISORS, LLC added	Shares	+9.9K	+$12.1M	$179.4M
19	First Financial Bank - Trust Division added	Shares	+35.9K	+$11.8M	$135.9M
20	HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed	Shares	-1.2K	+$11.1M	$179.5M
21	VISTA FINANCE, LLC added	Shares	+112.5K	+$11.1M	$15.0M
22	Graves Light Lenhart Wealth, Inc. added	Shares	+55.1K	+$11.1M	$97.9M
23	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+69.0K	+$11.1M	$182.2M
24	RMR Wealth Builders added	Shares	+58.7K	+$9.9M	$72.7M
25	Fifth Third Wealth Advisors LLC added	Shares	+25.4K	+$9.8M	$119.4M
26	Wellspring Financial Advisors, LLC added	Shares	+74.8K	+$9.2M	$100.0M
27	St. Clair Advisors, LLC added	Shares	+86.0K	+$9.1M	$21.8M
28	SigFig Wealth Management, LLC added	Shares	+12.8K	+$8.6M	$123.7M
29	ASPIRIANT, LLC added	Shares	+23.9K	+$8.3M	$97.6M
30	Bangor Savings Bank added	Shares	+14.7K	+$8.2M	$109.8M
31	Crewe Advisors LLC added	Shares	+46.4K	+$8.2M	$63.8M
32	Diversified Trust Co added	Shares	+16.3K	+$7.7M	$99.7M
33	Brickley Wealth Management added	Shares	+40.3K	+$7.6M	$63.2M
34	Fragasso Financial Advisors Inc added	Shares	+33.3K	+$7.5M	$92.5M
35	QRG CAPITAL MANAGEMENT, INC. added	Shares	+69.9K	+$7.0M	$10.0M
36	Valeo Financial Advisors, LLC added	Shares	+37.8K	+$6.9M	$79.4M
37	Roth Financial Partners LLC added	Shares	+23.0K	+$6.7M	$73.8M
38	Octavia Wealth Advisors, LLC added	Shares	+35.7K	+$6.2M	$47.9M
39	Grove Bank & Trust added	Shares	+42.7K	+$6.1M	$36.4M
40	WLTH Capital Management, LLC added	Shares	+50.4K	+$6.1M	$25.0M
41	Columbia Bank added	Shares	+50.9K	+$6.0M	$21.8M
42	Leverty Financial Group, LLC added	Shares	+20.1K	+$5.7M	$61.2M
43	Archford Capital Strategies, LLC added	Shares	+30.7K	+$5.6M	$44.7M
44	Bryant Woods Investment Advisors, LLC added	Shares	+54.2K	+$5.4M	$8.3M
45	Empire Life Investments Inc. added	Shares	+36.2K	+$5.3M	$40.7M
46	Dynamic Advisor Solutions LLC added	Shares	+31.3K	+$5.2M	$37.4M
47	GREENLEAF TRUST trimmed	Shares	-80.3K	+$5.2M	$198.6M
48	Wedmont Private Capital added	Shares	+30.6K	+$5.1M	$115.6M
49	FIRST HAWAIIAN BANK trimmed	Shares	-6.1K	+$5.0M	$88.9M
50	Central Pacific Bank - Trust Division added	Shares	+46.6K	+$4.9M	$10.4M

Scroll to load more