Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 293 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	1.1MSH	$167.3M
2	MIDLAND WEALTH ADVISORS, LLC	Shares	278.5KSH	$41.1M
3	COURIER CAPITAL LLC	Shares	227.8KSH	$33.7M
4	GHP Investment Advisors, Inc.	Shares	101.8KSH	$15.0M
5	Omega Financial Group, LLC	Shares	92.9KSH	$13.7M
6	FIRST MERCHANTS CORP	Shares	91.6KSH	$13.5M
7	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	80.1KSH	$11.8M
8	Mesirow Financial Investment Management, Inc.	Shares	79.9KSH	$11.8M
9	Balance Wealth Partners LLC	Shares	72.7KSH	$10.7M
10	Independence Financial Advisors, LLC	Shares	66.3KSH	$9.8M
11	OFS Enterprise LLC	Shares	62.3KSH	$9.2M
12	InvesTrust	Shares	57.0KSH	$8.4M
13	MFA WEALTH ADVISORS, LLC	Shares	54.9KSH	$8.1M
14	IFP Advisors, Inc	Shares	52.7KSH	$7.8M
15	First Citizens Financial Corp	Shares	50.1KSH	$7.4M
16	Hudson Capital Management LLC	Shares	48.3KSH	$7.1M
17	GREENLEAF TRUST	Shares	48.0KSH	$7.1M
18	JFS WEALTH ADVISORS, LLC	Shares	46.9KSH	$6.9M
19	NOVEM GROUP	Shares	43.4KSH	$6.4M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	69.2KSH	$6.1M
21	Ifrah Financial Services, Inc.	Shares	38.4KSH	$5.7M
22	Ironwood Financial, llc	Shares	38.4KSH	$5.6M
23	ETF Portfolio Partners, Inc.	Shares	37.3KSH	$5.5M
24	Envestnet Portfolio Solutions, Inc.	Shares	36.8KSH	$5.4M
25	JNBA Financial Advisors	Shares	33.4KSH	$4.9M
26	CFS Investment Advisory Services, LLC	Shares	32.5KSH	$4.8M
27	Sequoia Financial Advisors, LLC	Shares	31.7KSH	$4.7M
28	Fifth Third Wealth Advisors LLC	Shares	31.4KSH	$4.6M
29	Goelzer Investment Management, Inc.	Shares	29.5KSH	$4.4M
30	Whitaker-Myers Wealth Managers, LTD.	Shares	29.3KSH	$4.3M
31	Columbia Bank	Shares	28.0KSH	$4.1M
32	NorthCrest Asset Manangement, LLC	Shares	27.4KSH	$4.0M
33	Neumann Capital Management, LLC	Shares	25.7KSH	$3.8M
34	Prosperity Planning, Inc.	Shares	23.4KSH	$3.5M
35	Heritage Wealth Management, Inc. /CA/	Shares	22.9KSH	$3.4M
36	FIRST HAWAIIAN BANK	Shares	22.5KSH	$3.3M
37	OLD NATIONAL BANCORP /IN/	Shares	21.5KSH	$3.2M
38	Cooke Wealth Management, LLC	Shares	20.9KSH	$3.1M
39	Turning Point Benefit Group, Inc.	Shares	19.5KSH	$2.9M
40	Allegheny Financial Group	Shares	19.0KSH	$2.8M
41	Farther Finance Advisors, LLC	Shares	18.5KSH	$2.7M
42	Wealth Advisory Solutions, LLC	Shares	18.4KSH	$2.7M
43	Heck Capital Advisors, LLC	Shares	18.1KSH	$2.7M
44	Stordahl Capital Management, Inc.	Shares	16.6KSH	$2.5M
45	Avior Wealth Management, LLC	Shares	16.3KSH	$2.4M
46	SONATA CAPITAL GROUP INC	Shares	16.3KSH	$2.4M
47	Breakwater Capital Group	Shares	16.3KSH	$2.4M
48	Sowell Financial Services LLC	Shares	16.3KSH	$2.4M
49	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	15.4KSH	$2.3M
50	FIRST CITIZENS BANK & TRUST CO	Shares	15.2KSH	$2.2M

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

50 / 302 loaded

#		Instrument
1	D.A. DAVIDSON & CO. added	Shares	+41.5K	+$22.7M	$167.3M
2	Independence Financial Advisors, LLC new	Shares	+66.3K	+$9.8M	$9.8M
3	COURIER CAPITAL LLC added	Shares	+3.6K	+$3.9M	$33.7M
4	MIDLAND WEALTH ADVISORS, LLC trimmed	Shares	-8.2K	+$3.2M	$41.1M
5	Turning Point Benefit Group, Inc. added	Shares	+14.1K	+$2.1M	$2.9M
6	Omega Financial Group, LLC added	Shares	+1.7K	+$1.6M	$13.7M
7	GHP Investment Advisors, Inc. trimmed	Shares	-604	+$1.5M	$15.0M
8	Columbia Bank added	Shares	+6.7K	+$1.3M	$4.1M
9	Mesirow Financial Investment Management, Inc. trimmed	Shares	-126	+$1.2M	$11.8M
10	MISSION WEALTH MANAGEMENT, LP added	Shares	+7.4K	+$1.2M	$1.9M
11	FIRST MERCHANTS CORP trimmed	Shares	-1.7K	+$1.2M	$13.5M
12	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-550	+$1.1M	$11.8M
13	OFS Enterprise LLC added	Shares	+992	+$1.1M	$9.2M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.9K	+$928.4K	$6.1M
15	OLD NATIONAL BANCORP /IN/ added	Shares	+4.3K	+$899.8K	$3.2M
16	NOVEM GROUP added	Shares	+1.5K	+$854.1K	$6.4M
17	First Heartland Consultants, Inc. added	Shares	+5.4K	+$837.8K	$1.1M
18	Hudson Capital Management LLC added	Shares	+636	+$820.2K	$7.1M
19	J.W. COLE ADVISORS, INC. new	Shares	+5.3K	+$788.8K	$788.8K
20	Alliance Private Wealth, LLC added	Shares	+4.3K	+$770.9K	$2.0M
21	JFS WEALTH ADVISORS, LLC added	Shares	+306	+$754.1K	$6.9M
22	Farther Finance Advisors, LLC added	Shares	+3.4K	+$729.0K	$2.7M
23	First Citizens Financial Corp trimmed	Shares	-350	+$716.5K	$7.4M
24	Whitaker-Myers Wealth Managers, LTD. added	Shares	+1.6K	+$660.1K	$4.3M
25	GREENLEAF TRUST trimmed	Shares	-671	+$641.6K	$7.1M
26	IFP Advisors, Inc trimmed	Shares	-1.6K	+$597.0K	$7.8M
27	MFA WEALTH ADVISORS, LLC trimmed	Shares	-1.8K	+$591.9K	$8.1M
28	Heritage Wealth Management, Inc. /CA/ added	Shares	+1.5K	+$547.4K	$3.4M
29	Murphy, Middleton, Hinkle & Parker, Inc. added	Shares	+2.4K	+$536.7K	$2.1M
30	InvesTrust trimmed	Shares	-2.6K	+$524.1K	$8.4M
31	Ramiah Investment Group added	Shares	+2.7K	+$519.6K	$1.5M
32	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$482.5K	$4.7M
33	Ifrah Financial Services, Inc. trimmed	Shares	-882	+$467.9K	$5.7M
34	Y-Intercept (Hong Kong) Ltd added	Shares	+2.4K	+$420.6K	$1.0M
35	JNBA Financial Advisors trimmed	Shares	-768	+$406.7K	$4.9M
36	Fifth Third Wealth Advisors LLC trimmed	Shares	-741	+$380.4K	$4.6M
37	Sowell Financial Services LLC added	Shares	+987	+$378.4K	$2.4M
38	NorthCrest Asset Manangement, LLC added	Shares	+240	+$373.8K	$4.0M
39	ETF Portfolio Partners, Inc. trimmed	Shares	-1.5K	+$365.7K	$5.5M
40	Neumann Capital Management, LLC trimmed	Shares	-225	+$362.3K	$3.8M
41	Pacific Excel Wealth Advisors, Inc. new	Shares	+2.3K	+$337.8K	$337.8K
42	Royal Fund Management, LLC new	Shares	+2.3K	+$335.4K	$335.4K
43	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+961	+$334.8K	$2.0M
44	Wedmont Private Capital new	Shares	+2.2K	+$318.7K	$318.7K
45	Prosperity Planning, Inc. trimmed	Shares	-283	+$318.5K	$3.5M
46	Ironwood Financial, llc trimmed	Shares	-1.8K	+$298.7K	$5.6M
47	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-2.0K	+$298.6K	$5.4M
48	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+605	+$290.1K	$2.0M
49	Cooke Wealth Management, LLC trimmed	Shares	-241	+$286.6K	$3.1M
50	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new	Shares	+1.9K	+$284.3K	$284.3K

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