Filing Research | ISHARES CORE 60/40 BALANCED ALLOCATION ETF Institutional Holdings

Snapshot holdings

50 / 149 loaded

#		Instrument	quantity
1	Worth Asset Management, LLC	Shares	742.7KSH	$51.6M
2	Mesirow Financial Investment Management, Inc.	Shares	565.7KSH	$39.3M
3	ASPIRIANT, LLC	Shares	515.3KSH	$35.8M
4	BSW Wealth Partners	Shares	277.0KSH	$19.2M
5	TRUE Private Wealth Advisors	Shares	122.6KSH	$8.5M
6	Legacy Wealth Partners, LLC	Shares	98.0KSH	$6.8M
7	UNIQUE WEALTH, LLC	Shares	82.6KSH	$5.7M
8	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	57.5KSH	$5.7M
9	Reyes Financial Architecture, Inc.	Shares	81.3KSH	$5.7M
10	PATTON ALBERTSON MILLER GROUP, LLC	Shares	76.5KSH	$5.3M
11	Strategic Blueprint, LLC	Shares	73.1KSH	$5.1M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	72.4KSH	$5.0M
13	Brookstone Capital Management	Shares	63.8KSH	$4.4M
14	ARQ WEALTH ADVISORS, LLC	Shares	62.2KSH	$4.3M
15	Fort Henry Capital, LLC	Shares	60.9KSH	$4.2M
16	BENJAMIN EDWARDS INC	Shares	60.4KSH	$4.2M
17	Avior Wealth Management, LLC	Shares	51.7KSH	$3.6M
18	Intrua Financial, LLC	Shares	49.0KSH	$3.4M
19	MARINO, STRAM & ASSOCIATES LLC	Shares	47.9KSH	$3.3M
20	First Heartland Consultants, Inc.	Shares	37.9KSH	$2.6M
21	J.W. COLE ADVISORS, INC.	Shares	35.1KSH	$2.4M
22	Weitzel Financial Services, Inc.	Shares	35.2KSH	$2.4M
23	Legacy Advisory Services, LLC	Shares	34.5KSH	$2.4M
24	Selby Wealth Management, LLC	Shares	33.1KSH	$2.3M
25	Harbor Group, Inc.	Shares	30.8KSH	$2.1M
26	Dynamic Advisor Solutions LLC	Shares	29.2KSH	$2.0M
27	Prentice Wealth Management LLC	Shares	28.5KSH	$2.0M
28	RTD Financial Advisors, Inc.	Shares	26.3KSH	$1.8M
29	Westmount Partners, LLC	Shares	24.3KSH	$1.7M
30	SimpliFi, Inc.	Shares	20.7KSH	$1.4M
31	SAGE FINANCIAL GROUP INC	Shares	20.7KSH	$1.4M
32	BOYUM WEALTH ARCHITECTS LLC	Shares	20.2KSH	$1.4M
33	Tempus Wealth Planning, LLC	Shares	18.9KSH	$1.3M
34	MILESTONE ASSET MANAGEMENT, LLC	Shares	18.7KSH	$1.3M
35	Sequoia Financial Advisors, LLC	Shares	18.6KSH	$1.3M
36	R2 Capital Strategies, LLC	Shares	18.6KSH	$1.3M
37	Bond & Devick Financial Network, Inc.	Shares	17.0KSH	$1.2M
38	Farther Finance Advisors, LLC	Shares	15.5KSH	$1.1M
39	McHugh Group, LLC	Shares	15.0KSH	$1.0M
40	Gallacher Capital Management LLC	Shares	14.5KSH	$1.0M
41	WestEnd Advisors, LLC	Shares	13.6KSH	$941.8K
42	Adirondack Capital Advisors, LLC	Shares	13.0KSH	$903.5K
43	INDEPENDENT FINANCIAL GROUP, LLC	Shares	12.5KSH	$872.0K
44	MISSION WEALTH MANAGEMENT, LP	Shares	12.5KSH	$870.0K
45	Sovereign Financial Group, Inc.	Shares	12.2KSH	$846.3K
46	Golden State Wealth Management, LLC	Shares	11.6KSH	$807.1K
47	Clearview Wealth Management LLC	Shares	10.7KSH	$744.3K
48	Composition Wealth, LLC	Shares	10.6KSH	$734.0K
49	Focus Financial Network, Inc.	Shares	10.0KSH	$693.7K
50	Stonebridge Financial Group, LLC	Shares	9.9KSH	$691.5K

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

50 / 150 loaded

#		Instrument
1	Worth Asset Management, LLC added	Shares	+52.7K	+$7.2M	$51.6M
2	Reyes Financial Architecture, Inc. added	Shares	+78.1K	+$5.4M	$5.7M
3	ARQ WEALTH ADVISORS, LLC new	Shares	+62.2K	+$4.3M	$4.3M
4	Mesirow Financial Investment Management, Inc. added	Shares	+2.6K	+$3.1M	$39.3M
5	BSW Wealth Partners added	Shares	+25.3K	+$3.1M	$19.2M
6	ASPIRIANT, LLC added	Shares	+5.9K	+$3.0M	$35.8M
7	J.W. COLE ADVISORS, INC. new	Shares	+35.1K	+$2.4M	$2.4M
8	BENJAMIN EDWARDS INC added	Shares	+28.3K	+$2.1M	$4.2M
9	Strategic Blueprint, LLC added	Shares	+27.3K	+$2.1M	$5.1M
10	Avior Wealth Management, LLC added	Shares	+18.2K	+$1.4M	$3.6M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+13.9K	+$1.2M	$5.0M
12	McHugh Group, LLC new	Shares	+15.0K	+$1.0M	$1.0M
13	Weitzel Financial Services, Inc. added	Shares	+7.8K	+$643.0K	$2.4M
14	Retireful, LLC new	Shares	+9.1K	+$635.9K	$635.9K
15	Legacy Wealth Partners, LLC added	Shares	+1.8K	+$617.9K	$6.8M
16	TRUE Private Wealth Advisors trimmed	Shares	-750	+$583.1K	$8.5M
17	Westmount Partners, LLC added	Shares	+7.0K	+$576.0K	$1.7M
18	Snider Financial Group new	Shares	+7.7K	+$536.3K	$536.3K
19	VIEWPOINT INVESTMENT PARTNERS CORP unchanged	Shares	0	+$521.5K	$5.7M
20	MTCO Ltd. new	Shares	+6.5K	+$449.7K	$449.7K
21	MISSION WEALTH MANAGEMENT, LP added	Shares	+5.3K	+$407.1K	$870.0K
22	Fort Henry Capital, LLC added	Shares	+1.3K	+$399.3K	$4.2M
23	Harbor Group, Inc. added	Shares	+2.8K	+$341.9K	$2.1M
24	Old North State Wealth Management, LLC new	Shares	+4.7K	+$324.5K	$324.5K
25	Valeo Financial Advisors, LLC new	Shares	+4.4K	+$305.5K	$305.5K
26	DORVAL Corp added	Shares	+3.7K	+$290.2K	$681.4K
27	MARINO, STRAM & ASSOCIATES LLC added	Shares	+609	+$286.0K	$3.3M
28	Bond & Devick Financial Network, Inc. added	Shares	+2.9K	+$276.8K	$1.2M
29	Brookstone Capital Management trimmed	Shares	-849	+$274.0K	$4.4M
30	Cooper Financial Group new	Shares	+3.9K	+$269.9K	$269.9K
31	HM PAYSON & CO new	Shares	+3.7K	+$258.9K	$258.9K
32	First Heartland Consultants, Inc. added	Shares	+935	+$255.4K	$2.6M
33	Prentice Wealth Management LLC added	Shares	+1.6K	+$249.5K	$2.0M
34	Selby Wealth Management, LLC added	Shares	+837	+$224.5K	$2.3M
35	PFG Advisors new	Shares	+3.1K	+$213.9K	$213.9K
36	Ironwood Financial, llc new	Shares	+3.0K	+$206.1K	$206.1K
37	Farther Finance Advisors, LLC added	Shares	+1.9K	+$198.7K	$1.1M
38	Legacy Advisory Services, LLC added	Shares	+263	+$194.5K	$2.4M
39	RTD Financial Advisors, Inc. added	Shares	+295	+$154.5K	$1.8M
40	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+839	+$150.4K	$1.3M
41	Wealthcare Advisory Partners LLC added	Shares	+1.7K	+$133.9K	$336.4K
42	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.0K	+$131.6K	$872.0K
43	Cape Investment Advisory, Inc. new	Shares	+1.9K	+$128.9K	$128.9K
44	SimpliFi, Inc. added	Shares	+339	+$128.3K	$1.4M
45	LANARK FINANCIAL, INC. added	Shares	+1.1K	+$107.4K	$457.8K
46	SAGE FINANCIAL GROUP INC unchanged	Shares	0	+$106.5K	$1.4M
47	SIGNATUREFD, LLC added	Shares	+1.1K	+$102.7K	$388.0K
48	GGM Financial LLC added	Shares	+1.3K	+$97.6K	$153.3K
49	Sovereign Financial Group, Inc. added	Shares	+510	+$95.5K	$846.3K
50	Sequoia Financial Advisors, LLC trimmed	Shares	-26	+$94.1K	$1.3M

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