Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	48.6KSH	$2.3M
2	Envestnet Portfolio Solutions, Inc.	Shares	24.6KSH	$1.2M
3	Midwest Financial Partners Investments, Inc.	Shares	18.9KSH	$898.2K
4	Omega Financial Group, LLC	Shares	18.7KSH	$886.0K
5	Falcon Wealth Planning	Shares	17.9KSH	$849.3K
6	Shotwell Rutter Baer Inc	Shares	17.4KSH	$824.2K
7	Dynamic Advisor Solutions LLC	Shares	16.4KSH	$780.5K
8	Tanager Wealth Management LLP	Shares	15.1KSH	$716.4K
9	Cardinal Point Capital Management ULC	Shares	13.8KSH	$657.1K
10	XY Planning Network, Inc.	Shares	11.8KSH	$562.0K
11	Aprio Wealth Management, LLC	Shares	9.7KSH	$458.4K
12	Torren Management, LLC	Shares	6.8KSH	$324.0K
13	DORVAL Corp	Shares	6.4KSH	$302.8K
14	LRI Investments, LLC	Shares	6.2KSH	$292.3K
15	COREPATH WEALTH PARTNERS LLC	Shares	6.1KSH	$287.2K
16	Storen Legacy Partners, LLC	Shares	5.4KSH	$257.4K
17	Morton Brown Family Wealth, LLC	Shares	5.2KSH	$247.0K
18	Sachetta, LLC	Shares	2.7KSH	$127.7K
19	Trust Co	Shares	1.5KSH	$73.5K
20	Farther Finance Advisors, LLC	Shares	965SH	$45.8K
21	Robinswood Financial LLC	Shares	797SH	$37.8K
22	Signature Resources Capital Management, LLC	Shares	658SH	$31.2K
23	Lodestone Wealth Management LLC	Shares	652SH	$30.9K
24	BIRCHBROOK, INC.	Shares	527SH	$25.0K
25	Pacifica Partners Inc.	Shares	417SH	$19.7K
26	Financial Perspectives, Inc	Shares	371SH	$17.6K
27	IFP Advisors, Inc	Shares	364SH	$17.3K
28	Triumph Capital Management	Shares	242SH	$11.5K
29	EVOLUTION WEALTH MANAGEMENT INC.	Shares	114SH	$5.4K
30	MJT & Associates Financial Advisory Group, Inc.	Shares	97SH	$4.6K
31	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	51SH	$2.4K
32	Mascoma Wealth Management LLC	Shares	1SH	$42

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

34 / 34 loaded

#		Instrument
1	COREPATH WEALTH PARTNERS LLC new	Shares	+6.1K	+$287.2K	$287.2K
2	Storen Legacy Partners, LLC new	Shares	+5.4K	+$257.4K	$257.4K
3	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+1.7K	+$82.5K	$2.3M
4	Envestnet Portfolio Solutions, Inc. added	Shares	+1.7K	+$80.8K	$1.2M
5	Shotwell Rutter Baer Inc added	Shares	+816	+$38.8K	$824.2K
6	Morton Brown Family Wealth, LLC added	Shares	+325	+$15.4K	$247.0K
7	Tanager Wealth Management LLP added	Shares	+237	+$11.3K	$716.4K
8	Torren Management, LLC added	Shares	+165	+$7.9K	$324.0K
9	Robinswood Financial LLC added	Shares	+150	+$7.1K	$37.8K
10	Sachetta, LLC added	Shares	+100	+$4.7K	$127.7K
11	IFP Advisors, Inc added	Shares	+73	+$3.5K	$17.3K
12	BIRCHBROOK, INC. added	Shares	+27	+$1.3K	$25.0K
13	Lodestone Wealth Management LLC added	Shares	+7	+$331	$30.9K
14	Financial Perspectives, Inc added	Shares	+4	+$189	$17.6K
15	Cardinal Point Capital Management ULC added	Shares	+3	+$157	$657.1K
16	Trust Co added	Shares	+3	+$144	$73.5K
17	DORVAL Corp added	Shares	+1	+$81	$302.8K
18	LRI Investments, LLC unchanged	Shares	0	+$6	$292.3K
19	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	$0	$5.4K
20	Mascoma Wealth Management LLC unchanged	Shares	0	$0	$42
21	Triumph Capital Management unchanged	Shares	0	$0	$11.5K
22	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$1	$2.4K
23	Pacifica Partners Inc. unchanged	Shares	0	-$61	$19.7K
24	MJT & Associates Financial Advisory Group, Inc. trimmed	Shares	-15	-$712	$4.6K
25	Midwest Financial Partners Investments, Inc. trimmed	Shares	-82	-$3.9K	$898.2K
26	Omega Financial Group, LLC trimmed	Shares	-131	-$6.2K	$886.0K
27	Dynamic Advisor Solutions LLC trimmed	Shares	-400	-$18.9K	$780.5K
28	Scarborough Advisors, LLC exited	Shares	-439	-$20.8K	$0
29	Signature Resources Capital Management, LLC trimmed	Shares	-473	-$22.5K	$31.2K
30	XY Planning Network, Inc. trimmed	Shares	-1.2K	-$55.6K	$562.0K
31	Farther Finance Advisors, LLC trimmed	Shares	-1.5K	-$69.6K	$45.8K
32	Falcon Wealth Planning trimmed	Shares	-2.3K	-$110.2K	$849.3K
33	Aprio Wealth Management, LLC trimmed	Shares	-2.6K	-$124.6K	$458.4K
34	Clarity Asset Management, Inc. exited	Shares	-2.8K	-$133.3K	$0