Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 80 loaded

#		Instrument	quantity
1	Wealthcare Advisory Partners LLC	Shares	264.7KSH	$21.9M
2	Brookstone Capital Management	Shares	111.3KSH	$9.2M
3	CFS Investment Advisory Services, LLC	Shares	109.2KSH	$9.0M
4	BARRETT & COMPANY, INC.	Shares	102.7KSH	$8.5M
5	Dynamic Advisor Solutions LLC	Shares	35.1KSH	$2.9M
6	RFG Advisory, LLC	Shares	32.0KSH	$2.6M
7	Wealthcare Capital Partners, LLC	Shares	29.1KSH	$2.4M
8	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	28.3KSH	$2.3M
9	Mirae Asset Global Investments Co., Ltd.	Shares	24.8KSH	$2.1M
10	Opus Financial Solutions LLC	Shares	23.4KSH	$1.9M
11	Traynor Capital Management, Inc.	Shares	15.6KSH	$1.3M
12	COURIER CAPITAL LLC	Shares	14.8KSH	$1.2M
13	Farther Finance Advisors, LLC	Shares	12.9KSH	$1.1M
14	Apollon Wealth Management, LLC	Shares	10.2KSH	$841.5K
15	Cannon Advisors, Inc.	Shares	9.8KSH	$797.3K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.3KSH	$769.7K
17	SAX WEALTH ADVISORS, LLC	Shares	9.6KSH	$654.9K
18	BostonPremier Wealth LLC	Shares	7.1KSH	$583.8K
19	Christensen, King & Associates Investment Services, Inc.	Shares	7.0KSH	$581.0K
20	Strategic Blueprint, LLC	Shares	6.6KSH	$547.0K
21	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	6.6KSH	$543.5K
22	XY Planning Network, Inc.	Shares	6.5KSH	$540.2K
23	VERITY Wealth Advisors	Shares	5.8KSH	$478.1K
24	Accurate Wealth Management, LLC	Shares	5.7KSH	$470.0K
25	WEALTHCARE CAPITAL MANAGEMENT LLC	Shares	5.4KSH	$444.6K
26	Financial Partners Group, Inc	Shares	5.2KSH	$429.5K
27	Focus Financial Network, Inc.	Shares	5.1KSH	$420.6K
28	PFG Advisors	Shares	4.8KSH	$400.0K
29	COLLECTIVE FAMILY OFFICE LLC	Shares	4.7KSH	$389.4K
30	Merit Financial Group, LLC	Shares	4.7KSH	$387.9K
31	Embree Financial Group	Shares	4.3KSH	$357.0K
32	PFG Private Wealth Management, LLC	Shares	4.3KSH	$353.4K
33	Archford Capital Strategies, LLC	Shares	4.2KSH	$348.9K
34	Selective Wealth Management, Inc.	Shares	4.3KSH	$342.5K
35	EQ LLC	Shares	4.0KSH	$328.4K
36	BOYUM WEALTH ARCHITECTS LLC	Shares	3.9KSH	$313.8K
37	Symmetry Partners, LLC	Shares	3.6KSH	$298.3K
38	Balance Wealth Partners LLC	Shares	3.5KSH	$286.0K
39	Crews Bank & Trust	Shares	3.4KSH	$279.5K
40	Benchmark Financial Wealth Advisors, LLC	Shares	3.3KSH	$275.8K
41	Rinkey Investments	Shares	3.3KSH	$269.9K
42	American Financial Advisors, LLC	Shares	3.2KSH	$263.7K
43	EQUITABLE TRUST CO	Shares	3.2KSH	$263.4K
44	Hutchens & Kramer Investment Management Group, LLC	Shares	3.0KSH	$251.3K
45	Wedmont Private Capital	Shares	2.8KSH	$230.8K
46	Boston Trust Walden Corp	Shares	2.7KSH	$226.9K
47	JFS WEALTH ADVISORS, LLC	Shares	2.0KSH	$164.2K
48	Financial Life Planners	Shares	1.6KSH	$129.5K
49	Capital Investment Advisory Services, LLC	Shares	762SH	$63.0K
50	Mascoma Wealth Management LLC	Shares	759SH	$62.7K

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

50 / 85 loaded

#		Instrument
1	Wealthcare Advisory Partners LLC added	Shares	+8.8K	+$4.4M	$21.9M
2	BARRETT & COMPANY, INC. added	Shares	+8.8K	+$2.1M	$8.5M
3	Brookstone Capital Management added	Shares	+5.2K	+$2.0M	$9.2M
4	CFS Investment Advisory Services, LLC trimmed	Shares	-997	+$724.9K	$9.0M
5	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+5	+$409.8K	$2.3M
6	RFG Advisory, LLC trimmed	Shares	-1.4K	+$366.1K	$2.6M
7	Wealthcare Capital Partners, LLC trimmed	Shares	-1.3K	+$332.0K	$2.4M
8	Opus Financial Solutions LLC trimmed	Shares	-191	+$325.8K	$1.9M
9	Cannon Advisors, Inc. added	Shares	+2.6K	+$308.7K	$797.3K
10	Traynor Capital Management, Inc. added	Shares	+66	+$267.8K	$1.3M
11	American Financial Advisors, LLC new	Shares	+3.2K	+$263.7K	$263.7K
12	COURIER CAPITAL LLC added	Shares	+290	+$233.8K	$1.2M
13	Wedmont Private Capital new	Shares	+2.8K	+$230.8K	$230.8K
14	Boston Trust Walden Corp new	Shares	+2.7K	+$226.9K	$226.9K
15	Dynamic Advisor Solutions LLC trimmed	Shares	-4.3K	+$212.6K	$2.9M
16	Farther Finance Advisors, LLC trimmed	Shares	-245	+$156.9K	$1.1M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+389	+$155.0K	$769.7K
18	Apollon Wealth Management, LLC trimmed	Shares	-559	+$109.4K	$841.5K
19	Christensen, King & Associates Investment Services, Inc. unchanged	Shares	0	+$101.8K	$581.0K
20	Strategic Blueprint, LLC trimmed	Shares	-19	+$94.6K	$547.0K
21	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed	Shares	-12	+$94.4K	$543.5K
22	XY Planning Network, Inc. unchanged	Shares	0	+$88.4K	$540.2K
23	VERITY Wealth Advisors unchanged	Shares	0	+$83.8K	$478.1K
24	BostonPremier Wealth LLC trimmed	Shares	-328	+$80.0K	$583.8K
25	Financial Partners Group, Inc added	Shares	+23	+$76.8K	$429.5K
26	WEALTHCARE CAPITAL MANAGEMENT LLC trimmed	Shares	-21	+$76.5K	$444.6K
27	COLLECTIVE FAMILY OFFICE LLC unchanged	Shares	0	+$68.2K	$389.4K
28	Balance Wealth Partners LLC added	Shares	+223	+$65.3K	$286.0K
29	Accurate Wealth Management, LLC unchanged	Shares	0	+$65.2K	$470.0K
30	Embree Financial Group added	Shares	+17	+$63.8K	$357.0K
31	ST GERMAIN D J CO INC new	Shares	+753	+$62.2K	$62.2K
32	PFG Private Wealth Management, LLC unchanged	Shares	0	+$61.9K	$353.4K
33	Focus Financial Network, Inc. trimmed	Shares	-218	+$58.9K	$420.6K
34	Merit Financial Group, LLC trimmed	Shares	-137	+$58.7K	$387.9K
35	Symmetry Partners, LLC trimmed	Shares	-16	+$51.2K	$298.3K
36	Benchmark Financial Wealth Advisors, LLC added	Shares	+15	+$49.3K	$275.8K
37	Crews Bank & Trust unchanged	Shares	0	+$49.0K	$279.5K
38	Rinkey Investments unchanged	Shares	0	+$47.3K	$269.9K
39	EQUITABLE TRUST CO unchanged	Shares	0	+$46.2K	$263.4K
40	Capital Investment Advisory Services, LLC added	Shares	+487	+$44.3K	$63.0K
41	Hutchens & Kramer Investment Management Group, LLC unchanged	Shares	0	+$44.0K	$251.3K
42	Archford Capital Strategies, LLC trimmed	Shares	-425	+$32.2K	$348.9K
43	BOYUM WEALTH ARCHITECTS LLC added	Shares	+189	+$31.6K	$313.8K
44	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$28.8K	$164.2K
45	Financial Life Planners added	Shares	+7	+$23.2K	$129.5K
46	Selective Wealth Management, Inc. unchanged	Shares	0	+$21.7K	$342.5K
47	EQ LLC trimmed	Shares	-604	+$16.4K	$328.4K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+184	+$15.2K	$15.2K
49	IFP Advisors, Inc added	Shares	+154	+$14.2K	$21.4K
50	CoreCap Advisors, LLC unchanged	Shares	0	+$10.9K	$62.1K

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