Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 592 loaded

#		Instrument	quantity
1	Orgel Wealth Management, LLC	Shares	2.7MSH	$291.5M
2	Sequoia Financial Advisors, LLC	Shares	2.1MSH	$229.1M
3	Envestnet Portfolio Solutions, Inc.	Shares	1.2MSH	$133.8M
4	SIGNATUREFD, LLC	Shares	1.1MSH	$118.9M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	652.8KSH	$69.9M
6	Farther Finance Advisors, LLC	Shares	618.6KSH	$66.6M
7	Wealthcare Advisory Partners LLC	Shares	576.3KSH	$62.0M
8	Foster Group, Inc.	Shares	566.1KSH	$60.9M
9	Retirement Investment Advisors, Inc.	Shares	543.0KSH	$58.0M
10	Wedmont Private Capital	Shares	477.5KSH	$51.1M
11	Gradient Investments LLC	Shares	474.8KSH	$51.1M
12	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	436.4KSH	$47.0M
13	JFS WEALTH ADVISORS, LLC	Shares	387.7KSH	$41.7M
14	Cardinal Point Capital Management ULC	Shares	368.0KSH	$39.6M
15	Merit Financial Group, LLC	Shares	359.5KSH	$38.7M
16	JOHNSON INVESTMENT COUNSEL INC	Shares	336.3KSH	$36.2M
17	Trust Co	Shares	317.8KSH	$34.2M
18	Rockwood Wealth Management, LLC	Shares	281.6KSH	$30.3M
19	ASPIRIANT, LLC	Shares	280.3KSH	$30.2M
20	Atlatl Advisers LLC	Shares	260.8KSH	$28.1M
21	Crewe Advisors LLC	Shares	256.1KSH	$27.6M
22	GAMMA Investing LLC	Shares	250.8KSH	$27.0M
23	UNIQUE WEALTH, LLC	Shares	232.7KSH	$25.0M
24	Boston Standard Wealth Management, LLC	Shares	225.7KSH	$24.2M
25	Waldron Private Wealth LLC	Shares	212.7KSH	$22.9M
26	FIRST CITIZENS BANK & TRUST CO	Shares	210.1KSH	$22.6M
27	Slow Capital, Inc.	Shares	205.3KSH	$22.1M
28	Morton Brown Family Wealth, LLC	Shares	202.8KSH	$21.8M
29	Avior Wealth Management, LLC	Shares	199.1KSH	$21.4M
30	BROWN WEALTH MANAGEMENT, LLC	Shares	193.5KSH	$20.8M
31	Apella Capital, LLC	Shares	193.6KSH	$20.8M
32	Stairway Partners, LLC	Shares	188.7KSH	$20.3M
33	Brookstone Capital Management	Shares	181.0KSH	$19.5M
34	Symmetry Partners, LLC	Shares	179.0KSH	$19.3M
35	Charles Schwab Trust Co	Shares	175.5KSH	$18.9M
36	Altura Wealth Advisors Inc.	Shares	174.9KSH	$18.8M
37	RTD Financial Advisors, Inc.	Shares	165.8KSH	$17.8M
38	RMR Wealth Builders	Shares	162.6KSH	$17.5M
39	Waterway Wealth Management, LLC	Shares	155.8KSH	$16.8M
40	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	153.0KSH	$16.5M
41	Chesley Taft & Associates LLC	Shares	138.9KSH	$15.0M
42	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	Shares	137.6KSH	$14.8M
43	Alley Investment Management Company, LLC	Shares	136.3KSH	$14.7M
44	First Financial Bank - Trust Division	Shares	136.2KSH	$14.7M
45	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	135.4KSH	$14.6M
46	McNamara Financial Services, Inc.	Shares	132.2KSH	$14.2M
47	Single Point Partners, LLC	Shares	128.1KSH	$13.8M
48	BTC Capital Management, Inc.	Shares	123.2KSH	$13.3M
49	Revolve Wealth Partners, LLC	Shares	123.1KSH	$13.2M
50	Global Wealth Strategies & Associates	Shares	119.2KSH	$12.8M

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

50 / 608 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC added	Shares	+151.6K	+$19.2M	$229.1M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+160.6K	+$17.4M	$69.9M
3	Gradient Investments LLC added	Shares	+112.5K	+$12.6M	$51.1M
4	Retirement Investment Advisors, Inc. added	Shares	+118.9K	+$12.6M	$58.0M
5	Merit Financial Group, LLC added	Shares	+103.6K	+$11.5M	$38.7M
6	Farther Finance Advisors, LLC added	Shares	+85.9K	+$9.9M	$66.6M
7	Envestnet Portfolio Solutions, Inc. added	Shares	+67.6K	+$9.0M	$133.8M
8	Orgel Wealth Management, LLC added	Shares	+31.3K	+$7.3M	$291.5M
9	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+65.9K	+$7.1M	$14.6M
10	Wealthcare Advisory Partners LLC added	Shares	+54.1K	+$6.6M	$62.0M
11	Kings Path Partners LLC added	Shares	+42.2K	+$4.5M	$6.8M
12	GAMMA Investing LLC added	Shares	+37.2K	+$4.3M	$27.0M
13	Foster Group, Inc. added	Shares	+23.4K	+$3.3M	$60.9M
14	Morton Brown Family Wealth, LLC added	Shares	+27.5K	+$3.2M	$21.8M
15	BROWN WEALTH MANAGEMENT, LLC added	Shares	+24.7K	+$2.9M	$20.8M
16	Crewe Advisors LLC added	Shares	+20.8K	+$2.6M	$27.6M
17	Brookstone Capital Management added	Shares	+21.4K	+$2.5M	$19.5M
18	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+22.0K	+$2.4M	$2.4M
19	Ocean Park Asset Management, LLC new	Shares	+22.0K	+$2.4M	$2.4M
20	Altura Wealth Advisors Inc. added	Shares	+18.7K	+$2.2M	$18.8M
21	Plancorp, LLC new	Shares	+20.9K	+$2.2M	$2.2M
22	J.W. COLE ADVISORS, INC. new	Shares	+20.7K	+$2.2M	$2.2M
23	BTC Capital Management, Inc. added	Shares	+19.2K	+$2.2M	$13.3M
24	MISSION WEALTH MANAGEMENT, LP added	Shares	+17.3K	+$1.9M	$5.7M
25	Stairway Partners, LLC added	Shares	+15.4K	+$1.9M	$20.3M
26	Balefire, LLC added	Shares	+16.8K	+$1.8M	$2.5M
27	HMS Capital Management, LLC added	Shares	+16.5K	+$1.8M	$4.1M
28	Wealth Advisory Solutions, LLC added	Shares	+14.8K	+$1.7M	$8.7M
29	Mainsail Financial Group, LLC added	Shares	+14.7K	+$1.7M	$7.5M
30	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC added	Shares	+13.6K	+$1.6M	$14.8M
31	Boston Standard Wealth Management, LLC added	Shares	+13.3K	+$1.6M	$24.2M
32	RAMSEY QUANTITATIVE SYSTEMS new	Shares	+15.0K	+$1.6M	$1.6M
33	Confluence Wealth Services, Inc. added	Shares	+13.3K	+$1.6M	$12.2M
34	Cardinal Point Capital Management ULC added	Shares	+8.7K	+$1.5M	$39.6M
35	Symmetry Partners, LLC added	Shares	+11.1K	+$1.4M	$19.3M
36	CWA Asset Management Group, LLC added	Shares	+12.1K	+$1.4M	$10.8M
37	Hobart Private Capital, LLC added	Shares	+12.1K	+$1.4M	$6.9M
38	COLTON GROOME FINANCIAL ADVISORS, LLC added	Shares	+12.3K	+$1.4M	$3.2M
39	RMR Wealth Builders added	Shares	+10.3K	+$1.3M	$17.5M
40	Revolve Wealth Partners, LLC added	Shares	+10.3K	+$1.3M	$13.2M
41	IFP Advisors, Inc added	Shares	+11.1K	+$1.3M	$5.1M
42	Johnson Bixby & Associates, LLC added	Shares	+9.8K	+$1.1M	$6.9M
43	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+10.1K	+$1.1M	$3.3M
44	TruNorth Capital Management, LLC added	Shares	+9.2K	+$1.0M	$5.6M
45	Thrive Wealth Management, LLC added	Shares	+9.2K	+$1.0M	$5.2M
46	WEALTHCARE CAPITAL MANAGEMENT LLC added	Shares	+8.1K	+$1.0M	$12.4M
47	FIRST CITIZENS BANK & TRUST CO added	Shares	+6.1K	+$955.2K	$22.6M
48	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+8.6K	+$937.3K	$1.4M
49	PROATHLETE WEALTH MANAGEMENT LLC added	Shares	+7.5K	+$892.1K	$8.0M
50	Kastel Capital Advisors, LLC added	Shares	+8.6K	+$885.1K	$4.1M

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