Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	Northwest Wealth Advisors, LLC	Shares	173.0KSH	$17.5M
2	Lauer Wealth, LLC	Shares	147.4KSH	$15.2M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	138.4KSH	$14.3M
4	BARRETT & COMPANY, INC.	Shares	98.1KSH	$9.9M
5	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	83.9KSH	$8.5M
6	Strategic Blueprint, LLC	Shares	52.4KSH	$5.3M
7	Systelligence, LLC	Shares	22.0KSH	$2.2M
8	FLAGSHIP HARBOR ADVISORS, LLC	Shares	18.6KSH	$1.9M
9	Asempa Wealth Advisors	Shares	17.2KSH	$1.7M
10	GenWealth Group, Inc.	Shares	16.8KSH	$1.7M
11	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	15.9KSH	$1.6M
12	Horst & Graben Wealth Management LLC	Shares	12.7KSH	$1.3M
13	Verum Partners LLC	Shares	12.4KSH	$1.3M
14	Key FInancial Inc	Shares	10.2KSH	$1.0M
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	8.9KSH	$909.3K
16	Chesley Taft & Associates LLC	Shares	8.7KSH	$885.0K
17	Kelly Financial Services LLC	Shares	5.7KSH	$574.9K
18	FLAGSTAR SECURITIES, INC	Shares	5.6KSH	$563.9K
19	Security Financial Services, INC.	Shares	5.5KSH	$553.4K
20	Pearl Planning LLC	Shares	5.3KSH	$534.4K
21	Farther Finance Advisors, LLC	Shares	4.7KSH	$475.3K
22	Towerpoint Wealth, LLC	Shares	4.5KSH	$459.6K
23	RCW Management, LLC	Shares	4.3KSH	$431.4K
24	Legacy Wealth Partners, LLC	Shares	4.0KSH	$402.9K
25	EWA, LLC	Shares	3.8KSH	$387.4K
26	WealthBridge Capital Management, LLC	Shares	3.7KSH	$372.6K
27	TME FINANCIAL, INC.	Shares	3.3KSH	$330.5K
28	Courage Miller Partners, LLC	Shares	3.2KSH	$325.4K
29	FIFTH THIRD SECURITIES, INC.	Shares	3.2KSH	$323.5K
30	Mayflower Financial Advisors, LLC	Shares	3.2KSH	$319.8K
31	HARBOR INVESTMENT ADVISORY, LLC	Shares	2.9KSH	$293.6K
32	ONE Advisory Partners, LLC	Shares	2.9KSH	$293.6K
33	CFS Investment Advisory Services, LLC	Shares	2.8KSH	$284.3K
34	NWAM LLC	Shares	2.4KSH	$246.6K
35	SMI Advisory Services, LLC	Shares	2.4KSH	$244.7K
36	Merit Financial Group, LLC	Shares	2.4KSH	$238.9K
37	FIRETHORN WEALTH PARTNERS, LLC	Shares	2.0KSH	$203.8K
38	LRI Investments, LLC	Shares	1.9KSH	$188.9K
39	Cape Investment Advisory, Inc.	Shares	1.4KSH	$136.7K
40	Aspect Partners, LLC	Shares	1.3KSH	$128.9K
41	IFP Advisors, Inc	Shares	791SH	$80.1K
42	Mascoma Wealth Management LLC	Shares	788SH	$79.8K
43	Capital Investment Advisory Services, LLC	Shares	695SH	$70.4K
44	Matrix Trust Co	Shares	671.0KSH	$67.9K
45	City State Bank	Shares	668SH	$67.6K
46	ST GERMAIN D J CO INC	Shares	478SH	$48.4K
47	SALEM INVESTMENT COUNSELORS INC	Shares	129SH	$13.1K
48	CoreCap Advisors, LLC	Shares	100SH	$10.1K
49	EverSource Wealth Advisors, LLC	Shares	78SH	$7.9K
50	JFS WEALTH ADVISORS, LLC	Shares	44SH	$4.5K

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

50 / 56 loaded

#		Instrument
1	Northwest Wealth Advisors, LLC added	Shares	+18.4K	+$3.1M	$17.5M
2	Strategic Blueprint, LLC added	Shares	+16.4K	+$2.0M	$5.3M
3	Lauer Wealth, LLC added	Shares	+3.5K	+$1.5M	$15.2M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+345	+$1.4M	$14.3M
5	BARRETT & COMPANY, INC. added	Shares	+4.5K	+$1.2M	$9.9M
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+8.9K	+$909.3K	$909.3K
7	ABSOLUTE CAPITAL MANAGEMENT, LLC unchanged	Shares	0	+$679.6K	$8.5M
8	Farther Finance Advisors, LLC added	Shares	+4.0K	+$408.1K	$475.3K
9	FIFTH THIRD SECURITIES, INC. new	Shares	+3.2K	+$323.5K	$323.5K
10	FIRETHORN WEALTH PARTNERS, LLC new	Shares	+2.0K	+$203.8K	$203.8K
11	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-17	+$149.1K	$1.9M
12	Key FInancial Inc added	Shares	+682	+$145.8K	$1.0M
13	Cape Investment Advisory, Inc. new	Shares	+1.4K	+$136.7K	$136.7K
14	CALIBER WEALTH MANAGEMENT, LLC / KS added	Shares	+1	+$129.0K	$1.6M
15	Asempa Wealth Advisors trimmed	Shares	-255	+$111.8K	$1.7M
16	Verum Partners LLC unchanged	Shares	0	+$100.4K	$1.3M
17	Chesley Taft & Associates LLC unchanged	Shares	0	+$70.8K	$885.0K
18	GenWealth Group, Inc. trimmed	Shares	-709	+$69.9K	$1.7M
19	FLAGSTAR SECURITIES, INC added	Shares	+34	+$48.3K	$563.9K
20	Pearl Planning LLC unchanged	Shares	0	+$42.8K	$534.4K
21	Towerpoint Wealth, LLC added	Shares	+3	+$37.1K	$459.6K
22	Horst & Graben Wealth Management LLC trimmed	Shares	-204	+$37.1K	$1.3M
23	Kelly Financial Services LLC trimmed	Shares	-109	+$35.8K	$574.9K
24	RCW Management, LLC unchanged	Shares	0	+$34.5K	$431.4K
25	Mayflower Financial Advisors, LLC added	Shares	+83	+$33.3K	$319.8K
26	Legacy Wealth Partners, LLC unchanged	Shares	0	+$32.2K	$402.9K
27	Security Financial Services, INC. trimmed	Shares	-141	+$31.1K	$553.4K
28	WealthBridge Capital Management, LLC unchanged	Shares	0	+$29.8K	$372.6K
29	TME FINANCIAL, INC. added	Shares	+12	+$27.6K	$330.5K
30	Courage Miller Partners, LLC unchanged	Shares	0	+$26.0K	$325.4K
31	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$23.5K	$293.6K
32	SMI Advisory Services, LLC unchanged	Shares	0	+$22.8K	$244.7K
33	LRI Investments, LLC unchanged	Shares	0	+$15.1K	$188.9K
34	CFS Investment Advisory Services, LLC unchanged	Shares	0	+$14.2K	$284.3K
35	NWAM LLC trimmed	Shares	-80	+$12.3K	$246.6K
36	Aspect Partners, LLC unchanged	Shares	0	+$10.3K	$128.9K
37	Mascoma Wealth Management LLC unchanged	Shares	0	+$6.4K	$79.8K
38	Matrix Trust Co added	Shares	+4.6K	+$5.9K	$67.9K
39	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$5.6K	$70.4K
40	City State Bank unchanged	Shares	0	+$5.4K	$67.6K
41	JFS WEALTH ADVISORS, LLC new	Shares	+44	+$4.5K	$4.5K
42	ST GERMAIN D J CO INC unchanged	Shares	0	+$3.9K	$48.4K
43	Spire Wealth Management new	Shares	+20	+$2.0K	$2.0K
44	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$1.0K	$13.1K
45	CoreCap Advisors, LLC unchanged	Shares	0	+$810	$10.1K
46	Gladwyn Financial Advisors, Inc. unchanged	Shares	0	+$371	$4.4K
47	PARK AVENUE SECURITIES LLC added	Shares	+2	+$21	$264
48	IFP Advisors, Inc trimmed	Shares	-69	-$19	$80.1K
49	EverSource Wealth Advisors, LLC trimmed	Shares	-15	-$765	$7.9K
50	ONE Advisory Partners, LLC trimmed	Shares	-407	-$14.4K	$293.6K

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