Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 407 loaded

#		Instrument	quantity
1	Blue Trust, Inc.	Shares	1.4MSH	$483.3M
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	931.6KSH	$319.4M
3	Orgel Wealth Management, LLC	Shares	672.7KSH	$230.6M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	607.6KSH	$195.5M
5	Envestnet Portfolio Solutions, Inc.	Shares	548.6KSH	$188.1M
6	Symmetry Partners, LLC	Shares	426.9KSH	$146.3M
7	Arizona PSPRS Trust	PUT	361.8KSH	$124.0M
8	High Probability Advisors, LLC	Shares	322.0KSH	$110.4M
9	Foster Group, Inc.	Shares	287.6KSH	$98.6M
10	Merit Financial Group, LLC	Shares	274.5KSH	$94.1M
11	Armbruster Capital Management, Inc.	Shares	206.3KSH	$70.7M
12	Acropolis Investment Management, LLC	Shares	137.8KSH	$47.2M
13	Stonehearth Capital Management, LLC	Shares	116.9KSH	$40.1M
14	Apella Capital, LLC	Shares	121.6KSH	$38.0M
15	Sequoia Financial Advisors, LLC	Shares	103.9KSH	$35.6M
16	Trinity Wealth Management, LLC	Shares	89.7KSH	$30.8M
17	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	74.2KSH	$25.4M
18	SteelPeak Wealth, LLC	Shares	71.2KSH	$24.4M
19	CPC Advisors, LLC	Shares	58.9KSH	$20.2M
20	Well Done, LLC	Shares	49.7KSH	$17.0M
21	DAVIDSON INVESTMENT ADVISORS	Shares	49.0KSH	$16.8M
22	Sharkey, Howes & Javer	Shares	48.6KSH	$16.7M
23	ANDERSON HOAGLAND & CO	Shares	46.1KSH	$15.8M
24	Scarborough Advisors, LLC	Shares	44.8KSH	$14.6M
25	Royal Fund Management, LLC	Shares	41.8KSH	$14.3M
26	Brookstone Capital Management	Shares	41.5KSH	$14.2M
27	Pettinga Financial Advisors LLC	Shares	41.4KSH	$14.2M
28	Trilogy Capital Inc.	Shares	39.4KSH	$13.5M
29	Meredith Wealth Planning	Shares	38.7KSH	$13.3M
30	D.A. DAVIDSON & CO.	Shares	36.9KSH	$12.7M
31	Elevated Financial Group LLC	Shares	36.9KSH	$12.6M
32	WASHBURN CAPITAL MANAGEMENT, INC.	Shares	35.0KSH	$12.0M
33	Strategic Blueprint, LLC	Shares	34.5KSH	$11.8M
34	Farther Finance Advisors, LLC	Shares	34.4KSH	$11.8M
35	Financial Architects, LLC	Shares	33.7KSH	$11.5M
36	Kelly Financial Services LLC	Shares	32.5KSH	$11.1M
37	IFP Advisors, Inc	Shares	31.8KSH	$10.9M
38	Brickley Wealth Management	Shares	31.5KSH	$10.8M
39	Apollon Wealth Management, LLC	Shares	30.8KSH	$10.6M
40	BEACON FINANCIAL GROUP	Shares	30.7KSH	$10.5M
41	Alliance Wealth Advisors, LLC /UT	Shares	30.4KSH	$10.4M
42	Unison Advisors LLC	Shares	29.0KSH	$10.0M
43	Capital Planning LLC	Shares	28.4KSH	$9.8M
44	SWMG, LLC	Shares	29.2KSH	$9.3M
45	Mascoma Wealth Management LLC	Shares	26.9KSH	$9.2M
46	Professional Financial Advisors, LLC	Shares	26.4KSH	$9.0M
47	Alexis Investment Partners, LLC	Shares	26.0KSH	$8.7M
48	Asset Advisors Investment Management, LLC	Shares	25.3KSH	$8.7M
49	ONE Advisory Partners, LLC	Shares	25.0KSH	$8.6M
50	INDEPENDENT FINANCIAL GROUP, LLC	Shares	23.0KSH	$7.9M

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

50 / 424 loaded

#		Instrument
1	Blue Trust, Inc. added	Shares	+134.7K	+$177.3M	$483.3M
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-28.8K	+$88.9M	$319.4M
3	Orgel Wealth Management, LLC trimmed	Shares	-11.0K	+$66.5M	$230.6M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-6.6K	+$44.5M	$195.5M
5	Symmetry Partners, LLC trimmed	Shares	-8.8K	+$41.8M	$146.3M
6	Arizona PSPRS Trust added	PUT	+382	+$37.3M	$124.0M
7	High Probability Advisors, LLC added	Shares	+7.7K	+$35.0M	$110.4M
8	Foster Group, Inc. trimmed	Shares	-30.2K	+$22.3M	$98.6M
9	Armbruster Capital Management, Inc. trimmed	Shares	-6.3K	+$19.7M	$70.7M
10	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-157.8K	+$18.6M	$188.1M
11	DAVIDSON INVESTMENT ADVISORS new	Shares	+49.0K	+$16.8M	$16.8M
12	Trinity Wealth Management, LLC added	Shares	+19.5K	+$13.9M	$30.8M
13	Acropolis Investment Management, LLC trimmed	Shares	-4.1K	+$13.2M	$47.2M
14	Sequoia Financial Advisors, LLC added	Shares	+6.6K	+$12.3M	$35.6M
15	Merit Financial Group, LLC trimmed	Shares	-70.9K	+$11.2M	$94.1M
16	Alliance Wealth Advisors, LLC /UT new	Shares	+30.4K	+$10.4M	$10.4M
17	Stonehearth Capital Management, LLC trimmed	Shares	-7.1K	+$10.3M	$40.1M
18	Asset Advisors Investment Management, LLC added	Shares	+24.2K	+$8.4M	$8.7M
19	WASHBURN CAPITAL MANAGEMENT, INC. added	Shares	+17.8K	+$7.9M	$12.0M
20	IFP Advisors, Inc added	Shares	+14.1K	+$6.7M	$10.9M
21	Tactive Advisors, LLC new	Shares	+18.8K	+$6.5M	$6.5M
22	CPC Advisors, LLC added	Shares	+591	+$6.2M	$20.2M
23	SteelPeak Wealth, LLC trimmed	Shares	-6.3K	+$5.8M	$24.4M
24	Brookstone Capital Management added	Shares	+5.2K	+$5.5M	$14.2M
25	Advantage Trust Co new	Shares	+15.1K	+$5.2M	$5.2M
26	ANDERSON HOAGLAND & CO added	Shares	+909	+$5.0M	$15.8M
27	Well Done, LLC trimmed	Shares	-1.3K	+$4.8M	$17.0M
28	Elevated Financial Group LLC added	Shares	+2.4K	+$4.4M	$12.6M
29	Golden State Wealth Management, LLC added	Shares	+10.4K	+$4.4M	$6.2M
30	Royal Fund Management, LLC trimmed	Shares	-107	+$4.2M	$14.3M
31	Forthright Family Wealth Advisory LLC new	Shares	+12.3K	+$4.2M	$4.2M
32	D.A. DAVIDSON & CO. added	Shares	+1.5K	+$4.1M	$12.7M
33	Meredith Wealth Planning added	Shares	+25	+$4.0M	$13.3M
34	Unison Advisors LLC added	Shares	+4.1K	+$4.0M	$10.0M
35	SURIENCE PRIVATE WEALTH LLC new	Shares	+11.4K	+$3.9M	$3.9M
36	Apollon Wealth Management, LLC added	Shares	+1.8K	+$3.6M	$10.6M
37	Trilogy Capital Inc. trimmed	Shares	-1.9K	+$3.6M	$13.5M
38	Apella Capital, LLC trimmed	Shares	-4.0K	+$3.5M	$38.0M
39	Financial Architects, LLC trimmed	Shares	-180	+$3.4M	$11.5M
40	Brickley Wealth Management added	Shares	+79	+$3.3M	$10.8M
41	Professional Financial Advisors, LLC added	Shares	+965	+$2.9M	$9.0M
42	Apeiron RIA LLC new	Shares	+8.3K	+$2.9M	$2.9M
43	Mascoma Wealth Management LLC trimmed	Shares	-140	+$2.7M	$9.2M
44	Synergy Asset Management, LLC new	Shares	+7.6K	+$2.6M	$2.6M
45	Capital Planning LLC trimmed	Shares	-2.1K	+$2.4M	$9.8M
46	Sowell Financial Services LLC added	Shares	+2.6K	+$2.4M	$5.9M
47	PEDDOCK CAPITAL ADVISORS, LLC added	Shares	+495	+$2.3M	$7.4M
48	Peak Wealth Management LLC trimmed	Shares	-8	+$2.2M	$7.3M
49	Prospera Financial Services Inc added	Shares	+4.9K	+$2.1M	$2.9M
50	Farther Finance Advisors, LLC trimmed	Shares	-5.6K	+$2.0M	$11.8M

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