Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 214 loaded

#		Instrument	quantity
1	Matson Money. Inc.	Shares	3.8MSH	$203.4M
2	Acropolis Investment Management, LLC	Shares	2.2MSH	$119.5M
3	Petersen Hastings Wealth Advisors Inc.	Shares	2.1MSH	$111.7M
4	GREENWOOD GEARHART LLC	Shares	1.8MSH	$96.9M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.2MSH	$63.9M
6	MFA WEALTH ADVISORS, LLC	Shares	1.0MSH	$54.2M
7	Flagstone Financial Management	Shares	843.5KSH	$44.8M
8	Scarborough Advisors, LLC	Shares	694.2KSH	$36.8M
9	Thoma Capital Management LLC	Shares	677.8KSH	$36.0M
10	Ameliora Wealth Management Ltd.	Shares	521.0KSH	$27.7M
11	Klaas Financial Asset Advisors, LLC	Shares	497.1KSH	$26.4M
12	Financial Partners Group, Inc	Shares	495.4KSH	$26.3M
13	BIRCHBROOK, INC.	Shares	481.4KSH	$25.6M
14	ARKANSAS FINANCIAL GROUP, INC.	Shares	441.5KSH	$23.5M
15	BCK Partners, Inc.	Shares	423.1KSH	$22.5M
16	Avidian Wealth Enterprises, LLC	Shares	414.2KSH	$22.0M
17	Cyndeo Wealth Partners, LLC	Shares	400.1KSH	$21.3M
18	Smith Salley Wealth Management	Shares	387.8KSH	$20.6M
19	RATIONAL ADVISORS, INC.	Shares	271.2KSH	$14.4M
20	D.A. DAVIDSON & CO.	Shares	267.9KSH	$14.2M
21	COLTON GROOME FINANCIAL ADVISORS, LLC	Shares	261.2KSH	$13.9M
22	BAR HARBOR WEALTH MANAGEMENT	Shares	257.4KSH	$13.7M
23	WESPAC Advisors SoCal, LLC	Shares	253.2KSH	$13.5M
24	NAPLES GLOBAL ADVISORS, LLC	Shares	237.8KSH	$12.6M
25	Mendota Financial Group, LLC	Shares	230.3KSH	$12.2M
26	Onyx Bridge Wealth Group LLC	Shares	228.4KSH	$12.1M
27	Burns Matteson Capital Management, LLC	Shares	218.1KSH	$11.6M
28	SEMITAM BONAM LLC	Shares	215.5KSH	$11.5M
29	TICINO WEALTH	Shares	203.3KSH	$10.8M
30	REBALANCE, LLC	Shares	189.1KSH	$10.1M
31	CoreCap Advisors, LLC	Shares	183.0KSH	$9.7M
32	Freestate Advisors LLC	Shares	180.4KSH	$9.6M
33	PROFFITT & GOODSON INC	Shares	169.8KSH	$9.0M
34	DAVENPORT & Co LLC	Shares	169.1KSH	$9.0M
35	HIGHLINE WEALTH PARTNERS LLC	Shares	146.7KSH	$7.8M
36	Asio Capital, LLC	Shares	146.2KSH	$7.8M
37	Farther Finance Advisors, LLC	Shares	136.4KSH	$7.3M
38	Hennion & Walsh Asset Management, Inc.	Shares	128.1KSH	$6.8M
39	Balance Wealth Partners LLC	Shares	122.5KSH	$6.5M
40	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	116.7KSH	$6.2M
41	Winthrop Partners - WNY, LLC	Shares	116.0KSH	$6.2M
42	City State Bank	Shares	114.8KSH	$6.1M
43	Herold Advisors, Inc.	Shares	109.6KSH	$5.8M
44	Goelzer Investment Management, Inc.	Shares	109.4KSH	$5.8M
45	Agate Pass Investment Management, LLC	Shares	100.4KSH	$5.3M
46	HM PAYSON & CO	Shares	94.5KSH	$5.0M
47	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	88.6KSH	$4.7M
48	YHB Investment Advisors, Inc.	Shares	84.0KSH	$4.5M
49	INDEPENDENT FINANCIAL GROUP, LLC	Shares	83.7KSH	$4.4M
50	Breakwater Capital Group	Shares	83.2KSH	$4.4M

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

50 / 234 loaded

#		Instrument
1	RATIONAL ADVISORS, INC. new	Shares	+271.2K	+$14.4M	$14.4M
2	Smith Salley Wealth Management added	Shares	+202.1K	+$10.7M	$20.6M
3	Onyx Bridge Wealth Group LLC added	Shares	+180.7K	+$9.6M	$12.1M
4	Matson Money. Inc. added	Shares	+162.0K	+$8.7M	$203.4M
5	Acropolis Investment Management, LLC added	Shares	+149.2K	+$7.8M	$119.5M
6	MFA WEALTH ADVISORS, LLC added	Shares	+131.5K	+$6.9M	$54.2M
7	Petersen Hastings Wealth Advisors Inc. added	Shares	+132.2K	+$6.9M	$111.7M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+140.9K	+$6.8M	$63.9M
9	GREENWOOD GEARHART LLC added	Shares	+104.4K	+$5.5M	$96.9M
10	Ameliora Wealth Management Ltd. added	Shares	+71.0K	+$3.8M	$27.7M
11	XML Financial, LLC added	Shares	+66.1K	+$3.5M	$4.4M
12	NWAM LLC new	Shares	+58.0K	+$3.1M	$3.1M
13	WESPAC Advisors SoCal, LLC added	Shares	+51.3K	+$2.7M	$13.5M
14	Thoma Capital Management LLC added	Shares	+39.1K	+$2.0M	$36.0M
15	Urban Wealth Management, LLC new	Shares	+34.1K	+$1.8M	$1.8M
16	Flagstone Financial Management added	Shares	+33.8K	+$1.8M	$44.8M
17	Burns Matteson Capital Management, LLC added	Shares	+30.3K	+$1.6M	$11.6M
18	J.W. COLE ADVISORS, INC. new	Shares	+28.5K	+$1.5M	$1.5M
19	BCK Partners, Inc. added	Shares	+27.2K	+$1.4M	$22.5M
20	NAPLES GLOBAL ADVISORS, LLC added	Shares	+22.5K	+$1.2M	$12.6M
21	Mendota Financial Group, LLC added	Shares	+21.6K	+$1.1M	$12.2M
22	CoreCap Advisors, LLC added	Shares	+20.5K	+$1.1M	$9.7M
23	Farther Finance Advisors, LLC added	Shares	+19.5K	+$1.1M	$7.3M
24	Higgins & Schmidt Wealth Strategies LLC added	Shares	+18.2K	+$967.8K	$1.4M
25	REBALANCE, LLC added	Shares	+18.0K	+$946.8K	$10.1M
26	Agate Pass Investment Management, LLC added	Shares	+16.4K	+$867.4K	$5.3M
27	Eagle Wealth Advisors LLC added	Shares	+15.8K	+$835.3K	$3.8M
28	COLTON GROOME FINANCIAL ADVISORS, LLC added	Shares	+15.1K	+$791.7K	$13.9M
29	Cyndeo Wealth Partners, LLC added	Shares	+15.1K	+$782.2K	$21.3M
30	BIRCHBROOK, INC. added	Shares	+15.1K	+$778.3K	$25.6M
31	Winter & Associates, Inc. added	Shares	+13.8K	+$734.6K	$2.3M
32	Financial Partners Group, Inc added	Shares	+13.4K	+$685.8K	$26.3M
33	Herold Advisors, Inc. added	Shares	+12.8K	+$676.3K	$5.8M
34	MEITAV INVESTMENT HOUSE LTD new	Shares	+11.7K	+$619.5K	$619.5K
35	YHB Investment Advisors, Inc. added	Shares	+11.4K	+$605.2K	$4.5M
36	SEMITAM BONAM LLC added	Shares	+10.8K	+$563.7K	$11.5M
37	Avidian Wealth Enterprises, LLC added	Shares	+8.4K	+$427.7K	$22.0M
38	MEMBERS WEALTH LLC new	Shares	+6.5K	+$345.6K	$345.6K
39	Israel Discount Bank of New York added	Shares	+6.6K	+$345.5K	$3.6M
40	SAX WEALTH ADVISORS, LLC added	Shares	+6.7K	+$342.3K	$1.5M
41	OPTIMA CAPITAL LLC added	Shares	+6.3K	+$331.6K	$2.6M
42	TICINO WEALTH added	Shares	+21.0K	+$330.9K	$10.8M
43	CAPITAL WEALTH MANAGEMENT, LLC new	Shares	+5.9K	+$312.1K	$312.1K
44	Apollon Wealth Management, LLC added	Shares	+5.8K	+$304.2K	$2.9M
45	Fiduciary Alliance LLC added	Shares	+6.3K	+$301.4K	$4.3M
46	Retireful, LLC new	Shares	+5.6K	+$298.7K	$298.7K
47	D.A. DAVIDSON & CO. added	Shares	+5.8K	+$293.1K	$14.2M
48	OLD NATIONAL BANCORP /IN/ new	Shares	+5.5K	+$293.1K	$293.1K
49	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+5.4K	+$286.0K	$718.6K
50	Breakwater Capital Group added	Shares	+5.1K	+$269.5K	$4.4M

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