Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 772 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	3.6MSH	$491.0M
2	LVZ, Inc.	Shares	1.0MSH	$142.6M
3	COURIER CAPITAL LLC	Shares	918.6KSH	$126.3M
4	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	762.3KSH	$104.8M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	647.6KSH	$89.8M
6	Stegner Investment Associates Inc.	Shares	608.7KSH	$83.7M
7	MIDLAND WEALTH ADVISORS, LLC	Shares	480.4KSH	$66.1M
8	ShoreHaven Wealth Partners, LLC	Shares	373.2KSH	$51.3M
9	Sharkey, Howes & Javer	Shares	369.8KSH	$50.9M
10	ENCOMPASS WEALTH ADVISORS, LLC	Shares	368.4KSH	$50.7M
11	Lee Financial Co	Shares	355.0KSH	$48.8M
12	CGC Financial Services, LLC	Shares	342.9KSH	$47.2M
13	J.W. COLE ADVISORS, INC.	Shares	332.9KSH	$45.8M
14	Farther Finance Advisors, LLC	Shares	329.6KSH	$45.3M
15	Praetorian Wealth Management, Inc.	Shares	313.0KSH	$43.0M
16	GREENLEAF TRUST	Shares	311.8KSH	$42.9M
17	AMARILLO NATIONAL BANK	Shares	292.2KSH	$40.2M
18	Sterling Investment Counsel, LLC	Shares	287.9KSH	$39.6M
19	EQ LLC	Shares	283.1KSH	$38.9M
20	EWA, LLC	Shares	278.9KSH	$38.4M
21	IFP Advisors, Inc	Shares	270.0KSH	$37.1M
22	Brookstone Capital Management	Shares	263.6KSH	$36.3M
23	KWMG, LLC	Shares	263.5KSH	$36.2M
24	Horst & Graben Wealth Management LLC	Shares	262.0KSH	$35.9M
25	SteelPeak Wealth, LLC	Shares	257.6KSH	$35.4M
26	FIRST MERCHANTS CORP	Shares	256.9KSH	$35.3M
27	Pettinga Financial Advisors LLC	Shares	255.0KSH	$35.1M
28	SWMG, LLC	Shares	252.3KSH	$34.8M
29	Security Financial Services, INC.	Shares	240.1KSH	$33.0M
30	Avior Wealth Management, LLC	Shares	239.3KSH	$32.9M
31	Merit Financial Group, LLC	Shares	236.7KSH	$32.5M
32	Physician Wealth Advisors, Inc.	Shares	230.8KSH	$31.7M
33	FIRST HAWAIIAN BANK	Shares	216.0KSH	$29.7M
34	Spire Wealth Management	Shares	209.0KSH	$28.7M
35	Apollon Wealth Management, LLC	Shares	203.0KSH	$27.9M
36	JOHNSON INVESTMENT COUNSEL INC	Shares	201.9KSH	$27.8M
37	INSTRUMENTAL WEALTH, LLC	Shares	194.7KSH	$26.8M
38	GHP Investment Advisors, Inc.	Shares	193.0KSH	$26.5M
39	Elevated Financial Group LLC	Shares	188.7KSH	$26.0M
40	Kelly Financial Services LLC	Shares	186.2KSH	$25.6M
41	PATTON ALBERTSON MILLER GROUP, LLC	Shares	182.2KSH	$25.1M
42	Sequoia Financial Advisors, LLC	Shares	181.1KSH	$24.9M
43	MJT & Associates Financial Advisory Group, Inc.	Shares	174.8KSH	$24.0M
44	Mesirow Financial Investment Management, Inc.	Shares	167.4KSH	$23.0M
45	BARRETT & COMPANY, INC.	Shares	165.3KSH	$22.7M
46	ONE Advisory Partners, LLC	Shares	161.2KSH	$22.2M
47	CFS Investment Advisory Services, LLC	Shares	163.2KSH	$22.1M
48	Ifrah Financial Services, Inc.	Shares	159.2KSH	$21.9M
49	Plancorp, LLC	Shares	154.4KSH	$21.1M
50	FIFTH THIRD SECURITIES, INC.	Shares	149.0KSH	$20.5M

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

50 / 779 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-84.0K	+$77.7M	$491.0M
2	J.W. COLE ADVISORS, INC. new	Shares	+332.9K	+$45.8M	$45.8M
3	LVZ, Inc. trimmed	Shares	-10.9K	+$24.1M	$142.6M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+44.3K	+$20.6M	$89.8M
5	Plancorp, LLC added	Shares	+148.7K	+$20.4M	$21.1M
6	COURIER CAPITAL LLC trimmed	Shares	-44.5K	+$17.4M	$126.3M
7	ShoreHaven Wealth Partners, LLC added	Shares	+67.9K	+$16.8M	$51.3M
8	Stegner Investment Associates Inc. trimmed	Shares	-5.6K	+$14.2M	$83.7M
9	Forthright Family Wealth Advisory LLC added	Shares	+67.3K	+$10.9M	$13.6M
10	SWMG, LLC added	Shares	+36.3K	+$10.4M	$34.8M
11	JAMISON PRIVATE WEALTH MANAGEMENT, INC. new	Shares	+68.6K	+$9.4M	$9.4M
12	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed	Shares	-83.0K	+$9.2M	$104.8M
13	MIDLAND WEALTH ADVISORS, LLC trimmed	Shares	-22.5K	+$9.2M	$66.1M
14	EQ LLC added	Shares	+17.8K	+$8.9M	$38.9M
15	Sharkey, Howes & Javer trimmed	Shares	-1.0K	+$8.9M	$50.9M
16	Lee Financial Co added	Shares	+440	+$8.7M	$48.8M
17	ENCOMPASS WEALTH ADVISORS, LLC trimmed	Shares	-3.8K	+$8.6M	$50.7M
18	GREENLEAF TRUST added	Shares	+3.6K	+$8.0M	$42.9M
19	CGC Financial Services, LLC trimmed	Shares	-4.4K	+$7.9M	$47.2M
20	KWMG, LLC added	Shares	+12.7K	+$7.9M	$36.2M
21	Physician Wealth Advisors, Inc. added	Shares	+19.4K	+$7.8M	$31.7M
22	Sterling Investment Counsel, LLC added	Shares	+4.7K	+$7.6M	$39.6M
23	Farther Finance Advisors, LLC trimmed	Shares	-3.0K	+$7.2M	$45.3M
24	AMARILLO NATIONAL BANK trimmed	Shares	-1.8K	+$6.9M	$40.2M
25	Sharp Wealth Advisory, LLC added	Shares	+49.4K	+$6.8M	$7.1M
26	Avior Wealth Management, LLC added	Shares	+8.5K	+$6.8M	$32.9M
27	Waterway Wealth Management, LLC new	Shares	+48.1K	+$6.6M	$6.6M
28	EWA, LLC trimmed	Shares	-2.3K	+$6.6M	$38.4M
29	Apeiron RIA LLC added	Shares	+39.4K	+$6.4M	$11.2M
30	FIRST MERCHANTS CORP added	Shares	+1.3K	+$6.4M	$35.3M
31	CoreCap Advisors, LLC added	Shares	+25.3K	+$6.2M	$19.0M
32	PATTON ALBERTSON MILLER GROUP, LLC added	Shares	+15.2K	+$6.2M	$25.1M
33	Elevated Financial Group LLC added	Shares	+13.7K	+$6.2M	$26.0M
34	Financial & Tax Architects, LLC new	Shares	+41.5K	+$5.7M	$5.7M
35	Praetorian Wealth Management, Inc. trimmed	Shares	-1.7K	+$5.6M	$43.0M
36	INSTRUMENTAL WEALTH, LLC added	Shares	+6.5K	+$5.5M	$26.8M
37	Pettinga Financial Advisors LLC trimmed	Shares	-7.2K	+$5.4M	$35.1M
38	SteelPeak Wealth, LLC trimmed	Shares	-8.1K	+$5.4M	$35.4M
39	Merit Financial Group, LLC trimmed	Shares	-3.7K	+$5.4M	$32.5M
40	JOHNSON INVESTMENT COUNSEL INC added	Shares	+3.7K	+$5.3M	$27.8M
41	Balefire, LLC added	Shares	+37.0K	+$5.3M	$6.3M
42	Spire Wealth Management trimmed	Shares	-733	+$5.0M	$28.7M
43	Mayflower Financial Advisors, LLC added	Shares	+13.9K	+$5.0M	$19.3M
44	BARRETT & COMPANY, INC. added	Shares	+8.4K	+$5.0M	$22.7M
45	Security Financial Services, INC. trimmed	Shares	-8.7K	+$4.9M	$33.0M
46	G&S Capital LLC new	Shares	+34.0K	+$4.7M	$4.7M
47	Mesirow Financial Investment Management, Inc. added	Shares	+5.1K	+$4.7M	$23.0M
48	FIRST HAWAIIAN BANK trimmed	Shares	-5.9K	+$4.6M	$29.7M
49	FIRETHORN WEALTH PARTNERS, LLC added	Shares	+20.6K	+$4.4M	$11.5M
50	GHP Investment Advisors, Inc. trimmed	Shares	-3.1K	+$4.4M	$26.5M

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