Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 277 loaded

#		Instrument	quantity
1	SECURIAN ASSET MANAGEMENT, INC	Shares	3.6MSH	$100.8M
2	Townsend & Associates, Inc	Shares	1.3MSH	$37.0M
3	IFP Advisors, Inc	Shares	1.2MSH	$33.4M
4	SBI Securities Co., Ltd.	Shares	1.2MSH	$32.4M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.2MSH	$31.9M
6	Kohmann Bosshard Financial Services, LLC	Shares	845.8KSH	$23.2M
7	McElhenny Sheffield Capital Management, LLC	Shares	620.7KSH	$17.0M
8	Lantz Financial LLC	Shares	585.3KSH	$16.0M
9	Adirondack Capital Advisors, LLC	Shares	570.0KSH	$15.6M
10	COURIER CAPITAL LLC	Shares	477.3KSH	$13.1M
11	Base Wealth Management LLC	Shares	380.2KSH	$10.4M
12	Financial Perspectives, Inc	Shares	374.2KSH	$10.3M
13	Maltin Wealth Management, Inc.	Shares	349.1KSH	$9.6M
14	Envestnet Portfolio Solutions, Inc.	Shares	296.3KSH	$8.1M
15	Farther Finance Advisors, LLC	Shares	293.9KSH	$8.1M
16	DAVENPORT & Co LLC	Shares	285.1KSH	$7.8M
17	Gray Private Wealth, LLC	Shares	278.6KSH	$7.6M
18	OLD NATIONAL BANCORP /IN/	Shares	273.5KSH	$7.5M
19	Foundry Financial Group, Inc.	Shares	254.2KSH	$7.0M
20	CHATHAM CAPITAL GROUP, INC.	Shares	237.6KSH	$6.5M
21	Paller Financial Services Inc	Shares	230.8KSH	$6.3M
22	Aureum Wealth Management, LLC	Shares	223.5KSH	$6.1M
23	Embree Financial Group	Shares	201.3KSH	$5.5M
24	Blake Schutter Theil Wealth Advisors, LLC	Shares	197.5KSH	$5.4M
25	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	183.5KSH	$5.0M
26	FLAGSHIP HARBOR ADVISORS, LLC	Shares	182.3KSH	$5.0M
27	GODSEY & GIBB, INC	Shares	169.9KSH	$4.7M
28	Shulman DeMeo Asset Management LLC	Shares	163.4KSH	$4.5M
29	Capital Advisors Wealth Management, LLC	Shares	162.1KSH	$4.4M
30	Wolff Financial Management LLC	Shares	159.4KSH	$4.4M
31	J2 Capital Management Inc	Shares	159.3KSH	$4.4M
32	J.W. COLE ADVISORS, INC.	Shares	145.9KSH	$4.0M
33	D.A. DAVIDSON & CO.	Shares	138.9KSH	$3.8M
34	Mayflower Financial Advisors, LLC	Shares	134.7KSH	$3.7M
35	High Point Wealth Management, LLC	Shares	130.2KSH	$3.6M
36	BEACON FINANCIAL GROUP	Shares	127.0KSH	$3.5M
37	Valeo Financial Advisors, LLC	Shares	122.8KSH	$3.4M
38	CRA Financial Services, LLC	Shares	120.7KSH	$3.3M
39	Wealth Management Associates, Inc.	Shares	119.1KSH	$3.3M
40	Auto-Owners Insurance Co	Shares	119.0KSH	$3.3M
41	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	118.1KSH	$3.2M
42	Ironwood Financial, llc	Shares	106.4KSH	$3.0M
43	FC Advisory LLC	Shares	107.8KSH	$3.0M
44	Morton Brown Family Wealth, LLC	Shares	107.6KSH	$3.0M
45	Merit Financial Group, LLC	Shares	106.8KSH	$2.9M
46	American State Bank (Iowa)	Shares	105.0KSH	$2.9M
47	Capital Squared Financial LLC	Shares	104.9KSH	$2.9M
48	Formidable Asset Management, LLC	Shares	20.4KSH	$2.8M
49	SHRIER WEALTH MANAGEMENT, LLC	Shares	96.1KSH	$2.6M
50	JOHNSON INVESTMENT COUNSEL INC	Shares	94.8KSH	$2.6M

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

50 / 287 loaded

#		Instrument
1	McElhenny Sheffield Capital Management, LLC new	Shares	+620.7K	+$17.0M	$17.0M
2	IFP Advisors, Inc added	Shares	+1.1M	+$16.3M	$33.4M
3	SECURIAN ASSET MANAGEMENT, INC added	Shares	+2.9M	+$3.9M	$100.8M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+927.7K	+$1.9M	$31.9M
5	Townsend & Associates, Inc added	Shares	+1.0M	+$1.9M	$37.0M
6	Envestnet Portfolio Solutions, Inc. added	Shares	+249.7K	+$1.8M	$8.1M
7	Y-Intercept (Hong Kong) Ltd new	Shares	+45.2K	+$1.2M	$1.2M
8	Aureum Wealth Management, LLC added	Shares	+186.6K	+$1.1M	$6.1M
9	CHATHAM CAPITAL GROUP, INC. added	Shares	+197.9K	+$1.1M	$6.5M
10	Kohmann Bosshard Financial Services, LLC added	Shares	+682.1K	+$958.9K	$23.2M
11	Maltin Wealth Management, Inc. added	Shares	+285.2K	+$895.5K	$9.6M
12	Base Wealth Management LLC added	Shares	+309.6K	+$834.0K	$10.4M
13	Raleigh Capital Management Inc. new	Shares	+27.4K	+$751.6K	$751.6K
14	Blake Schutter Theil Wealth Advisors, LLC added	Shares	+162.9K	+$708.0K	$5.4M
15	Sunbeam Capital Management, LLC added	Shares	+39.6K	+$698.1K	$1.2M
16	Adirondack Capital Advisors, LLC added	Shares	+460.0K	+$688.7K	$15.6M
17	Formidable Asset Management, LLC added	Shares	+2.6K	+$606.7K	$2.8M
18	HERITAGE OAK WEALTH ADVISORS LLC new	Shares	+19.2K	+$526.2K	$526.2K
19	Lantz Financial LLC added	Shares	+470.8K	+$500.0K	$16.0M
20	Capital Advisors Wealth Management, LLC added	Shares	+133.0K	+$486.2K	$4.4M
21	Composition Wealth, LLC new	Shares	+17.6K	+$483.4K	$483.4K
22	ARWA LLC new	Shares	+15.9K	+$451.3K	$451.3K
23	FORTEM FINANCIAL GROUP, LLC new	Shares	+16.3K	+$445.8K	$445.8K
24	Embree Financial Group added	Shares	+163.9K	+$442.8K	$5.5M
25	First American Bank new	Shares	+15.8K	+$431.7K	$431.7K
26	COURIER CAPITAL LLC added	Shares	+384.1K	+$430.7K	$13.1M
27	Saxony Capital Management, LLC new	Shares	+15.7K	+$429.9K	$429.9K
28	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+36.4K	+$410.2K	$1.1M
29	Gray Private Wealth, LLC added	Shares	+225.2K	+$381.7K	$7.6M
30	HICKS CAPITAL MANAGEMENT LLC new	Shares	+13.6K	+$371.4K	$371.4K
31	Foundry Financial Group, Inc. added	Shares	+205.6K	+$367.6K	$7.0M
32	SHRIER WEALTH MANAGEMENT, LLC added	Shares	+79.3K	+$356.2K	$2.6M
33	Paller Financial Services Inc added	Shares	+186.8K	+$351.1K	$6.3M
34	Grant Private Wealth Management Inc new	Shares	+11.1K	+$305.5K	$305.5K
35	Capital Squared Financial LLC added	Shares	+86.0K	+$304.5K	$2.9M
36	EVERPAR ADVISORS LLC added	Shares	+26.9K	+$224.6K	$868.6K
37	Apollon Wealth Management, LLC added	Shares	+15.3K	+$220.6K	$471.0K
38	SENTINEL PENSION ADVISORS, LLC new	Shares	+7.6K	+$213.7K	$213.7K
39	Austin Wealth Management, LLC new	Shares	+7.4K	+$209.1K	$209.1K
40	Decker Retirement Planning Inc. added	Shares	+55.0K	+$205.9K	$1.8M
41	WINCAP FINANCIAL LLC new	Shares	+7.4K	+$202.1K	$202.1K
42	GREENLEAF TRUST new	Shares	+7.3K	+$200.4K	$200.4K
43	Procyon Advisors, LLC new	Shares	+7.3K	+$200.4K	$200.4K
44	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+146.8K	+$185.5K	$5.0M
45	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+52.4K	+$170.8K	$1.8M
46	FLAGSTAR SECURITIES, INC added	Shares	+22.3K	+$167.5K	$724.0K
47	Cadent Capital Advisors, LLC added	Shares	+19.4K	+$167.1K	$624.5K
48	Ironwood Financial, llc added	Shares	+85.6K	+$143.2K	$3.0M
49	MISSION WEALTH MANAGEMENT, LP added	Shares	+37.0K	+$141.7K	$1.2M
50	JOHNSON INVESTMENT COUNSEL INC added	Shares	+76.7K	+$139.0K	$2.6M

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