Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 106 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	768.3KSH	$19.2M
2	ST GERMAIN D J CO INC	Shares	487.2KSH	$12.2M
3	Integris Wealth Management, LLC	Shares	303.7KSH	$7.6M
4	Apella Capital, LLC	Shares	287.0KSH	$7.1M
5	Elser Financial Planning, Inc	Shares	258.7KSH	$6.5M
6	IMPACTfolio, LLC	Shares	181.2KSH	$4.5M
7	Arlington Financial Advisors, LLC	Shares	179.5KSH	$4.5M
8	Accredited Investors Inc.	Shares	163.3KSH	$4.1M
9	Bear Mountain Capital, Inc.	Shares	157.9KSH	$3.9M
10	Plancorp, LLC	Shares	147.3KSH	$3.7M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	146.0KSH	$3.6M
12	CGN Advisors LLC	Shares	134.3KSH	$3.4M
13	Northland Capital Management LLC	Shares	120.2KSH	$3.0M
14	Brookstone Capital Management	Shares	101.9KSH	$2.5M
15	Dynamic Advisor Solutions LLC	Shares	101.0KSH	$2.5M
16	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	95.1KSH	$2.4M
17	Cardinal Point Capital Management ULC	Shares	91.0KSH	$2.3M
18	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	90.9KSH	$2.3M
19	Flagstone Financial Management	Shares	89.9KSH	$2.2M
20	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	80.4KSH	$2.0M
21	Strategic Point Investment Advisors, LLC	Shares	75.9KSH	$1.9M
22	Archer Investment Management, LLC	Shares	74.8KSH	$1.9M
23	Horst & Graben Wealth Management LLC	Shares	73.8KSH	$1.8M
24	Omega Financial Group, LLC	Shares	73.5KSH	$1.8M
25	Kondo Wealth Advisors, Inc.	Shares	71.3KSH	$1.8M
26	Sharkey, Howes & Javer	Shares	68.2KSH	$1.7M
27	ALBION FINANCIAL GROUP /UT	Shares	64.5KSH	$1.6M
28	XY Planning Network, Inc.	Shares	62.4KSH	$1.6M
29	Decker Retirement Planning Inc.	Shares	55.8KSH	$1.4M
30	DAVENPORT & Co LLC	Shares	53.0KSH	$1.3M
31	Scott Capital Advisors, LLC	Shares	46.9KSH	$1.2M
32	Opal Wealth Advisors, LLC	Shares	46.8KSH	$1.2M
33	Merit Financial Group, LLC	Shares	45.4KSH	$1.1M
34	BIRCHBROOK, INC.	Shares	43.6KSH	$1.1M
35	JNBA Financial Advisors	Shares	42.7KSH	$1.1M
36	Wealth Advisory Team LLC	Shares	42.7KSH	$1.1M
37	Pine Haven Investment Counsel, Inc	Shares	42.4KSH	$1.1M
38	Leonard Rickey Investment Advisors P.L.L.C.	Shares	36.3KSH	$908.2K
39	Central Pacific Bank - Trust Division	Shares	36.2KSH	$905.7K
40	Level Financial Advisors	Shares	35.3KSH	$881.2K
41	Farther Finance Advisors, LLC	Shares	35.2KSH	$880.2K
42	SigFig Wealth Management, LLC	Shares	34.9KSH	$871.8K
43	Wealthcare Advisory Partners LLC	Shares	30.7KSH	$767.9K
44	LexAurum Advisors, LLC	Shares	30.7KSH	$766.5K
45	Mason & Associates Inc	Shares	30.5KSH	$763.1K
46	PRESILIUM PRIVATE WEALTH, LLC	Shares	29.5KSH	$737.2K
47	Skyline Advisors, Inc.	Shares	28.7KSH	$718.3K
48	Avidian Wealth Enterprises, LLC	Shares	27.9KSH	$696.8K
49	AdvisorNet Financial, Inc	Shares	27.7KSH	$692.5K
50	VERITY Wealth Advisors	Shares	26.3KSH	$657.8K

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

50 / 106 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. added	Shares	+746.3K	+$18.6M	$19.2M
2	Horst & Graben Wealth Management LLC new	Shares	+73.8K	+$1.8M	$1.8M
3	Sharkey, Howes & Javer new	Shares	+68.2K	+$1.7M	$1.7M
4	XY Planning Network, Inc. new	Shares	+62.4K	+$1.6M	$1.6M
5	Archer Investment Management, LLC added	Shares	+55.4K	+$1.4M	$1.9M
6	Scott Capital Advisors, LLC new	Shares	+46.9K	+$1.2M	$1.2M
7	Merit Financial Group, LLC new	Shares	+45.4K	+$1.1M	$1.1M
8	SigFig Wealth Management, LLC new	Shares	+34.9K	+$871.8K	$871.8K
9	Skyline Advisors, Inc. new	Shares	+28.7K	+$718.3K	$718.3K
10	EverSource Wealth Advisors, LLC new	Shares	+20.4K	+$511.0K	$511.0K
11	AdvisorNet Financial, Inc added	Shares	+19.3K	+$482.9K	$692.5K
12	Traveka Wealth, LLC new	Shares	+18.6K	+$463.8K	$463.8K
13	Integris Wealth Management, LLC added	Shares	+19.1K	+$456.8K	$7.6M
14	RFG Advisory, LLC new	Shares	+18.0K	+$450.0K	$450.0K
15	LIFELONG WEALTH ADVISORS, INC. new	Shares	+16.2K	+$403.9K	$403.9K
16	Farther Finance Advisors, LLC added	Shares	+14.2K	+$355.9K	$880.2K
17	ST GERMAIN D J CO INC added	Shares	+15.6K	+$355.5K	$12.2M
18	Hoxton Planning & Management, LLC new	Shares	+13.6K	+$339.8K	$339.8K
19	Decker Retirement Planning Inc. added	Shares	+12.3K	+$303.2K	$1.4M
20	Evergreen Private Wealth LLC added	Shares	+11.6K	+$288.7K	$504.2K
21	Oregon Pacific Wealth Management, LLC new	Shares	+11.4K	+$284.9K	$284.9K
22	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+9.9K	+$246.4K	$246.4K
23	BayBridge Capital Group, LLC new	Shares	+9.4K	+$234.4K	$234.4K
24	ABSOLUTE CAPITAL MANAGEMENT, LLC new	Shares	+9.2K	+$231.1K	$231.1K
25	Focus Financial Network, Inc. new	Shares	+8.9K	+$223.1K	$223.1K
26	Brookstone Capital Management added	Shares	+9.2K	+$222.9K	$2.5M
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.1K	+$179.8K	$3.6M
28	LexAurum Advisors, LLC added	Shares	+6.6K	+$162.0K	$766.5K
29	CGN Advisors LLC added	Shares	+6.4K	+$149.6K	$3.4M
30	Accredited Investors Inc. added	Shares	+6.4K	+$147.1K	$4.1M
31	Midwest Financial Partners Investments, Inc. added	Shares	+5.9K	+$145.0K	$651.8K
32	Creative Capital Management Investments LLC added	Shares	+5.4K	+$135.4K	$210.4K
33	ALBION FINANCIAL GROUP /UT added	Shares	+5.6K	+$135.3K	$1.6M
34	SAX WEALTH ADVISORS, LLC added	Shares	+5.1K	+$124.6K	$545.9K
35	JFS WEALTH ADVISORS, LLC new	Shares	+4.6K	+$114.1K	$114.1K
36	Opal Wealth Advisors, LLC added	Shares	+4.4K	+$106.5K	$1.2M
37	Marshall Financial Group, LLC added	Shares	+4.3K	+$106.3K	$441.0K
38	IMPACTfolio, LLC added	Shares	+4.5K	+$100.3K	$4.5M
39	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+3.9K	+$91.1K	$2.3M
40	Johnson Bixby & Associates, LLC added	Shares	+3.6K	+$88.6K	$597.1K
41	Flagstone Financial Management added	Shares	+3.7K	+$87.0K	$2.2M
42	Avidian Wealth Enterprises, LLC added	Shares	+3.5K	+$85.5K	$696.8K
43	Pine Haven Investment Counsel, Inc added	Shares	+3.4K	+$81.4K	$1.1M
44	PRESILIUM PRIVATE WEALTH, LLC added	Shares	+3.1K	+$74.9K	$737.2K
45	DAVENPORT & Co LLC added	Shares	+3.1K	+$73.0K	$1.3M
46	Apella Capital, LLC added	Shares	+5.6K	+$67.4K	$7.1M
47	Central Pacific Bank - Trust Division added	Shares	+2.5K	+$59.8K	$905.7K
48	Bear Mountain Capital, Inc. added	Shares	+4.1K	+$55.9K	$3.9M
49	BIRCHBROOK, INC. added	Shares	+1.9K	+$44.1K	$1.1M
50	Higgins & Schmidt Wealth Strategies LLC added	Shares	+1.2K	+$28.1K	$272.7K

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