Filing Research | ISHARES FTSE NAREIT RESID PLUS CP IDX Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	Franklin, Parlapiano, Turner & Welch, LLC	Shares	477.8KSH	$45.2M
2	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	299.3KSH	$28.3M
3	Aprio Wealth Management, LLC	Shares	190.7KSH	$18.1M
4	Sovereign Financial Group, Inc.	Shares	72.7KSH	$6.9M
5	ARKANSAS FINANCIAL GROUP, INC.	Shares	42.3KSH	$4.0M
6	Winter & Associates, Inc.	Shares	39.8KSH	$3.8M
7	Procyon Advisors, LLC	Shares	33.1KSH	$3.1M
8	High Probability Advisors, LLC	Shares	23.1KSH	$2.2M
9	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	22.5KSH	$2.1M
10	Sincerus Advisory, LLC	Shares	18.8KSH	$1.8M
11	LongView Wealth Management	Shares	16.5KSH	$1.6M
12	Burns Matteson Capital Management, LLC	Shares	14.2KSH	$1.3M
13	Cornerstone Management, Inc.	Shares	13.7KSH	$1.3M
14	FAMILY WEALTH PARTNERS, LLC	Shares	8.1KSH	$763.3K
15	Courage Miller Partners, LLC	Shares	6.3KSH	$595.5K
16	Beta Wealth Group, Inc.	Shares	6.2KSH	$591.4K
17	American Financial Advisors, LLC	Shares	6.2KSH	$583.9K
18	Farther Finance Advisors, LLC	Shares	6.1KSH	$582.0K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.1KSH	$482.2K
20	SEAVIEW INVESTMENT MANAGERS LLC	Shares	4.6KSH	$436.5K
21	Boltwood Capital Management	Shares	3.6KSH	$340.9K
22	RVW Wealth, LLC	Shares	3.4KSH	$324.8K
23	ARK & TLK INVESTMENTS, LLC	Shares	3.4KSH	$321.7K
24	RDA Financial Network	Shares	2.6KSH	$244.5K
25	Focus Financial Network, Inc.	Shares	2.4KSH	$224.5K
26	Sound Income Strategies, LLC	Shares	2.1KSH	$201.0K
27	DHJJ Financial Advisors, Ltd.	Shares	1.5KSH	$146.5K
28	RED REEF ADVISORS LLC	Shares	1.2KSH	$111.3K
29	Main Street Group, LTD	Shares	1.0KSH	$96.9K
30	Golden State Wealth Management, LLC	Shares	365SH	$34.6K
31	Monetary Solutions, Ltd	Shares	315SH	$29.8K
32	Mosley Wealth Management	Shares	223SH	$21.1K
33	Dynamic Wealth Strategies, LLC	Shares	153SH	$14.5K
34	Robinswood Financial LLC	Shares	117SH	$11.1K
35	Cape Investment Advisory, Inc.	Shares	116SH	$11.0K
36	CoreCap Advisors, LLC	Shares	101SH	$9.6K
37	Realta Investment Advisors	Shares	69SH	$6.5K
38	Investors Research Corp	Shares	57SH	$5.4K
39	IFP Advisors, Inc	Shares	56SH	$5.3K
40	Central Pacific Bank - Trust Division	Shares	29SH	$2.7K
41	CX Institutional	Shares	13.5KSH	$1.3K
42	FARMERS & MERCHANTS INVESTMENTS INC	Shares	10SH	$947
43	LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA	Shares	6.9KSH	$654

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

47 / 47 loaded

#		Instrument
1	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+32.5K	+$6.1M	$28.3M
2	Franklin, Parlapiano, Turner & Welch, LLC trimmed	Shares	-490	+$3.1M	$45.2M
3	Winter & Associates, Inc. added	Shares	+17.8K	+$1.9M	$3.8M
4	Sovereign Financial Group, Inc. added	Shares	+4.0K	+$1.2M	$6.9M
5	Aprio Wealth Management, LLC trimmed	Shares	-16.1K	+$846.0K	$18.1M
6	ARKANSAS FINANCIAL GROUP, INC. added	Shares	+2.2K	+$544.0K	$4.0M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+5.1K	+$482.2K	$482.2K
8	LongView Wealth Management added	Shares	+2.7K	+$345.4K	$1.6M
9	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+1.0K	+$343.9K	$2.1M
10	High Probability Advisors, LLC added	Shares	+33	+$267.9K	$2.2M
11	Sincerus Advisory, LLC added	Shares	+384	+$247.3K	$1.8M
12	Procyon Advisors, LLC trimmed	Shares	-1.7K	+$238.0K	$3.1M
13	SEAVIEW INVESTMENT MANAGERS LLC added	Shares	+2.0K	+$221.3K	$436.5K
14	Farther Finance Advisors, LLC added	Shares	+1.2K	+$171.3K	$582.0K
15	Cornerstone Management, Inc. unchanged	Shares	0	+$157.1K	$1.3M
16	Burns Matteson Capital Management, LLC trimmed	Shares	-323	+$136.6K	$1.3M
17	FAMILY WEALTH PARTNERS, LLC added	Shares	+513	+$135.5K	$763.3K
18	American Financial Advisors, LLC added	Shares	+21	+$72.5K	$583.9K
19	Courage Miller Partners, LLC trimmed	Shares	-19	+$70.6K	$595.5K
20	Boltwood Capital Management unchanged	Shares	0	+$41.3K	$340.9K
21	ARK & TLK INVESTMENTS, LLC unchanged	Shares	0	+$39.0K	$321.7K
22	RVW Wealth, LLC trimmed	Shares	-74	+$33.2K	$324.8K
23	RDA Financial Network trimmed	Shares	-9	+$28.8K	$244.5K
24	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$17.8K	$146.5K
25	Sound Income Strategies, LLC trimmed	Shares	-95	+$15.3K	$201.0K
26	RED REEF ADVISORS LLC added	Shares	+6	+$14.0K	$111.3K
27	Main Street Group, LTD unchanged	Shares	0	+$11.8K	$96.9K
28	Cape Investment Advisory, Inc. new	Shares	+116	+$11.0K	$11.0K
29	Golden State Wealth Management, LLC unchanged	Shares	0	+$4.2K	$34.6K
30	Monetary Solutions, Ltd unchanged	Shares	0	+$3.6K	$29.8K
31	Realta Investment Advisors added	Shares	+8	+$1.5K	$6.5K
32	Robinswood Financial LLC unchanged	Shares	0	+$1.3K	$11.1K
33	CoreCap Advisors, LLC unchanged	Shares	0	+$1.2K	$9.6K
34	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+10	+$947	$947
35	Investors Research Corp unchanged	Shares	0	+$654	$5.4K
36	IFP Advisors, Inc unchanged	Shares	0	+$643	$5.3K
37	Central Pacific Bank - Trust Division unchanged	Shares	0	+$333	$2.7K
38	LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA unchanged	Shares	0	+$79	$654
39	CX Institutional trimmed	Shares	-1.2K	+$58	$1.3K
40	LRI Investments, LLC exited	Shares	-7	-$582	$0
41	Mosley Wealth Management trimmed	Shares	-113	-$7.4K	$21.1K
42	Dynamic Wealth Strategies, LLC trimmed	Shares	-435	-$34.4K	$14.5K
43	Focus Financial Network, Inc. trimmed	Shares	-756	-$35.7K	$224.5K
44	Beta Wealth Group, Inc. trimmed	Shares	-1.7K	-$72.8K	$591.4K
45	Avior Wealth Management, LLC exited	Shares	-4.4K	-$363.1K	$0
46	SeaCrest Wealth Management, LLC exited	Shares	-7.0K	-$584.9K	$0
47	Alliance Wealth Advisors, LLC /UT exited	Shares	-20.6K	-$1.7M	$0