Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 185 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.9MSH	$98.0M
2	Winthrop Advisory Group LLC	Shares	1.4MSH	$68.8M
3	Foster Group, Inc.	Shares	1.2MSH	$59.8M
4	Capital Advantage, Inc.	Shares	742.8KSH	$37.6M
5	EXCHANGE TRADED CONCEPTS, LLC	Shares	710.8KSH	$36.0M
6	CARY STREET PARTNERS FINANCIAL LLC	Shares	510.0KSH	$25.8M
7	SIGNATUREFD, LLC	Shares	388.6KSH	$19.7M
8	J.W. COLE ADVISORS, INC.	Shares	387.5KSH	$19.6M
9	ALKEME WEALTH, LLC	Shares	283.7KSH	$14.4M
10	Congress Park Capital LLC	Shares	266.6KSH	$13.5M
11	Morningstar Investment Management LLC	Shares	259.0KSH	$13.1M
12	Bay Capital Advisors, LLC	Shares	245.7KSH	$12.4M
13	Merit Financial Group, LLC	Shares	244.0KSH	$12.3M
14	Bison Wealth, LLC	Shares	237.9KSH	$12.0M
15	GUIDANCE CAPITAL, INC	Shares	235.3KSH	$11.9M
16	Sherry Group, Inc.	Shares	224.8KSH	$11.4M
17	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	206.7KSH	$10.5M
18	Snider Financial Group	Shares	188.0KSH	$9.5M
19	FLAGSHIP HARBOR ADVISORS, LLC	Shares	182.6KSH	$9.2M
20	MJT & Associates Financial Advisory Group, Inc.	Shares	174.2KSH	$8.8M
21	Rochester Wealth Strategies, LLC	Shares	153.4KSH	$7.8M
22	Cerro Pacific Wealth Advisors LLC	Shares	150.9KSH	$7.6M
23	Dynamic Advisor Solutions LLC	Shares	146.6KSH	$7.4M
24	BEACON FINANCIAL GROUP	Shares	139.7KSH	$7.1M
25	General Partner, Inc.	Shares	138.6KSH	$7.0M
26	Powerhouse Assets LLC	Shares	114.1KSH	$5.8M
27	Wealth Architects, LLC	Shares	113.8KSH	$5.8M
28	WT Wealth Management	Shares	113.3KSH	$5.7M
29	Sowell Financial Services LLC	Shares	112.8KSH	$5.7M
30	MAIMON WEALTH MANAGEMENT LTD.	Shares	104.1KSH	$5.3M
31	Wealth Enhancement Trust Services, Inc.	Shares	101.6KSH	$5.1M
32	IRON Financial LLC	Shares	101.0KSH	$5.1M
33	Sequoia Financial Advisors, LLC	Shares	100.7KSH	$5.1M
34	FORTE ASSET MANAGEMENT LLC	Shares	100.3KSH	$5.1M
35	WealthBridge Capital Management, LLC	Shares	99.9KSH	$5.1M
36	SEMITAM BONAM LLC	Shares	95.6KSH	$4.8M
37	Mullaney, Keating & Wright, Inc.	Shares	95.0KSH	$4.8M
38	Agate Pass Investment Management, LLC	Shares	90.7KSH	$4.6M
39	Realta Investment Advisors	Shares	90.5KSH	$4.6M
40	Vilga Financial Planning LLC	Shares	87.6KSH	$4.4M
41	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	84.7KSH	$4.3M
42	Hudson Oak Wealth Advisory LLC	Shares	80.4KSH	$4.1M
43	COOPER INVESTORS PTY LTD	Shares	79.7KSH	$4.0M
44	Princeton Global Asset Management LLC	Shares	76.3KSH	$3.9M
45	CFS Investment Advisory Services, LLC	Shares	74.4KSH	$3.8M
46	Farther Finance Advisors, LLC	Shares	71.9KSH	$3.6M
47	HOWLAND CAPITAL MANAGEMENT LLC	Shares	71.6KSH	$3.6M
48	VISTA FINANCE, LLC	Shares	71.4KSH	$3.6M
49	GUYASUTA INVESTMENT ADVISORS INC	Shares	68.2KSH	$3.5M
50	David Kennon Inc	Shares	67.5KSH	$3.4M

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

50 / 194 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+210.0K	+$10.3M	$98.0M
2	Winthrop Advisory Group LLC added	Shares	+135.8K	+$6.8M	$68.8M
3	General Partner, Inc. added	Shares	+134.7K	+$6.8M	$7.0M
4	COOPER INVESTORS PTY LTD new	Shares	+79.7K	+$4.0M	$4.0M
5	Foster Group, Inc. added	Shares	+62.2K	+$3.1M	$59.8M
6	MJT & Associates Financial Advisory Group, Inc. added	Shares	+44.4K	+$2.2M	$8.8M
7	Bulwark Capital Corp added	Shares	+40.6K	+$2.1M	$3.4M
8	Dynamic Advisor Solutions LLC added	Shares	+33.0K	+$1.7M	$7.4M
9	ALKEME WEALTH, LLC added	Shares	+30.4K	+$1.5M	$14.4M
10	J.W. COLE ADVISORS, INC. added	Shares	+28.2K	+$1.4M	$19.6M
11	VISTA FINANCE, LLC added	Shares	+26.6K	+$1.3M	$3.6M
12	Alpha Zero LLC added	Shares	+26.3K	+$1.3M	$2.6M
13	IFP Advisors, Inc added	Shares	+25.3K	+$1.3M	$2.9M
14	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+19.7K	+$989.0K	$9.2M
15	Boothe Investment Group, Inc. new	Shares	+18.5K	+$935.2K	$935.2K
16	Procyon Advisors, LLC new	Shares	+18.2K	+$919.8K	$919.8K
17	MAIMON WEALTH MANAGEMENT LTD. added	Shares	+14.9K	+$753.5K	$5.3M
18	Johnson Bixby & Associates, LLC added	Shares	+14.9K	+$751.6K	$1.7M
19	Apollon Wealth Management, LLC added	Shares	+14.1K	+$710.7K	$3.0M
20	CFS Investment Advisory Services, LLC added	Shares	+13.5K	+$672.8K	$3.8M
21	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+12.7K	+$635.3K	$10.5M
22	Cerro Pacific Wealth Advisors LLC added	Shares	+12.6K	+$629.4K	$7.6M
23	SIGNATUREFD, LLC added	Shares	+11.9K	+$587.9K	$19.7M
24	Snider Financial Group added	Shares	+11.7K	+$586.3K	$9.5M
25	Capital Advantage, Inc. added	Shares	+10.9K	+$523.4K	$37.6M
26	GUIDANCE CAPITAL, INC added	Shares	+10.1K	+$516.4K	$11.9M
27	Heck Capital Advisors, LLC added	Shares	+9.9K	+$498.5K	$1.3M
28	Brookstone Capital Management added	Shares	+9.2K	+$463.8K	$1.8M
29	Brindle & Bay Financial Advisors, LLC added	Shares	+9.0K	+$454.9K	$1.6M
30	First Heartland Consultants, Inc. new	Shares	+8.9K	+$451.6K	$451.6K
31	Vilga Financial Planning LLC added	Shares	+8.7K	+$436.1K	$4.4M
32	Bryant Woods Investment Advisors, LLC new	Shares	+8.4K	+$424.5K	$424.5K
33	MBE Wealth Management, LLC new	Shares	+7.8K	+$396.8K	$396.8K
34	Wealth Architects, LLC added	Shares	+6.9K	+$346.9K	$5.8M
35	INTEGRAL INVESTMENT ADVISORS, INC. added	Shares	+6.5K	+$324.5K	$4.3M
36	Realta Investment Advisors added	Shares	+6.5K	+$324.4K	$4.6M
37	Revolve Wealth Partners, LLC new	Shares	+6.2K	+$311.5K	$311.5K
38	Agate Pass Investment Management, LLC added	Shares	+6.1K	+$304.6K	$4.6M
39	AK GLOBAL ASSET MANAGEMENT, LLC new	Shares	+6.0K	+$303.5K	$303.5K
40	SRH ADVISORS, LLC new	Shares	+6.0K	+$303.5K	$303.5K
41	Merit Financial Group, LLC added	Shares	+6.1K	+$299.1K	$12.3M
42	BURNS J W & CO INC/NY new	Shares	+5.5K	+$275.7K	$275.7K
43	Hudson Oak Wealth Advisory LLC added	Shares	+5.5K	+$273.1K	$4.1M
44	Avidian Wealth Enterprises, LLC added	Shares	+5.2K	+$260.2K	$2.9M
45	Castleview Partners, LLC new	Shares	+4.6K	+$234.5K	$234.5K
46	Old North State Wealth Management, LLC added	Shares	+4.5K	+$224.5K	$1.1M
47	Spire Wealth Management added	Shares	+4.3K	+$215.1K	$681.4K
48	FLYNN ZITO CAPITAL MANAGEMENT, LLC new	Shares	+4.2K	+$211.2K	$211.2K
49	Powerhouse Assets LLC added	Shares	+4.2K	+$208.7K	$5.8M
50	NorthCrest Asset Manangement, LLC new	Shares	+4.0K	+$203.5K	$203.5K

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