Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 265 loaded

#		Instrument	quantity
1	Financial Advisory Corp	Shares	550.2KSH	$45.3M
2	Wealthcare Advisory Partners LLC	Shares	424.1KSH	$34.9M
3	Plancorp, LLC	Shares	394.8KSH	$32.6M
4	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	370.0KSH	$30.4M
5	Bear Mountain Capital, Inc.	Shares	343.8KSH	$28.6M
6	Shakespeare Wealth Management, LLC	Shares	307.1KSH	$25.3M
7	MISSION WEALTH MANAGEMENT, LP	Shares	293.7KSH	$24.2M
8	Ballentine Partners, LLC	Shares	288.8KSH	$23.8M
9	Envestnet Portfolio Solutions, Inc.	Shares	263.6KSH	$21.7M
10	FIRST CITIZENS BANK & TRUST CO	Shares	261.3KSH	$21.5M
11	FSM Wealth Advisors, LLC	Shares	240.0KSH	$19.7M
12	Sequoia Financial Advisors, LLC	Shares	175.5KSH	$14.4M
13	Wealth Architects, LLC	Shares	171.1KSH	$14.1M
14	RTD Financial Advisors, Inc.	Shares	169.5KSH	$13.9M
15	Omega Financial Group, LLC	Shares	142.4KSH	$11.7M
16	Sound Stewardship, LLC	Shares	137.2KSH	$11.3M
17	DORVAL Corp	Shares	131.7KSH	$10.8M
18	Charles Schwab Trust Co	Shares	113.2KSH	$9.3M
19	Ifrah Financial Services, Inc.	Shares	111.8KSH	$9.2M
20	Ocean Park Asset Management, LLC	Shares	105.1KSH	$8.6M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	102.1KSH	$8.5M
22	IFG Advisors, LLC	Shares	100.0KSH	$8.2M
23	ARVEST INVESTMENTS, INC.	Shares	98.4KSH	$8.1M
24	ENCOMPASS WEALTH ADVISORS, LLC	Shares	93.9KSH	$7.7M
25	Cornerstone Management, Inc.	Shares	73.5KSH	$6.0M
26	My Personal CFO, LLC	Shares	72.8KSH	$6.0M
27	Shore Point Advisors, LLC	Shares	63.9KSH	$5.3M
28	Composition Wealth, LLC	Shares	60.9KSH	$5.0M
29	SVB WEALTH LLC	Shares	57.4KSH	$4.7M
30	Investors Research Corp	Shares	56.2KSH	$4.6M
31	Goldstein Advisors, LLC	Shares	54.3KSH	$4.5M
32	Cooke Wealth Management, LLC	Shares	54.2KSH	$4.5M
33	Auto-Owners Insurance Co	Shares	52.3KSH	$4.3M
34	Professional Financial Advisors, LLC	Shares	46.6KSH	$3.8M
35	IFP Advisors, Inc	Shares	46.2KSH	$3.8M
36	Waldron Private Wealth LLC	Shares	46.0KSH	$3.8M
37	ASPIRIANT, LLC	Shares	45.2KSH	$3.7M
38	Eagle Strategies LLC	Shares	39.7KSH	$3.3M
39	Crewe Advisors LLC	Shares	39.6KSH	$3.3M
40	Partnership Wealth Management, LLC	Shares	38.7KSH	$3.2M
41	Avior Wealth Management, LLC	Shares	35.8KSH	$2.9M
42	Abacus Planning Group, Inc.	Shares	35.1KSH	$2.9M
43	D.A. DAVIDSON & CO.	Shares	34.7KSH	$2.9M
44	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	34.5KSH	$2.8M
45	Sowell Financial Services LLC	Shares	34.5KSH	$2.8M
46	Acropolis Investment Management, LLC	Shares	33.1KSH	$2.7M
47	Breakwater Capital Group	Shares	32.9KSH	$2.7M
48	SAX WEALTH ADVISORS, LLC	Shares	34.4KSH	$2.7M
49	RESTON WEALTH MANAGEMENT LLC	Shares	32.4KSH	$2.7M
50	Foundation Wealth Management, LLC\PA	Shares	31.0KSH	$2.6M

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

50 / 271 loaded

#		Instrument
1	Ocean Park Asset Management, LLC new	Shares	+105.1K	+$8.6M	$8.6M
2	MISSION WEALTH MANAGEMENT, LP added	Shares	+65.5K	+$6.3M	$24.2M
3	FIRST CITIZENS BANK & TRUST CO added	Shares	+64.2K	+$6.0M	$21.5M
4	Envestnet Portfolio Solutions, Inc. added	Shares	+62.8K	+$5.9M	$21.7M
5	Wealthcare Advisory Partners LLC added	Shares	+18.0K	+$3.0M	$34.9M
6	Shakespeare Wealth Management, LLC added	Shares	+9.6K	+$1.9M	$25.3M
7	FSM Wealth Advisors, LLC added	Shares	+10.7K	+$1.8M	$19.7M
8	Stonehearth Capital Management, LLC new	Shares	+20.9K	+$1.7M	$1.7M
9	SAX WEALTH ADVISORS, LLC added	Shares	+18.4K	+$1.5M	$2.7M
10	J.W. COLE ADVISORS, INC. new	Shares	+13.1K	+$1.1M	$1.1M
11	HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed	Shares	-5.1K	+$1.0M	$30.4M
12	Ballentine Partners, LLC trimmed	Shares	-1.4K	+$1.0M	$23.8M
13	Sound Stewardship, LLC added	Shares	+5.2K	+$939.2K	$11.3M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.7K	+$823.7K	$8.5M
15	ENCOMPASS WEALTH ADVISORS, LLC added	Shares	+4.5K	+$717.3K	$7.7M
16	Sequoia Financial Advisors, LLC added	Shares	+48	+$681.0K	$14.4M
17	ARVEST INVESTMENTS, INC. added	Shares	+3.8K	+$680.9K	$8.1M
18	DORVAL Corp added	Shares	+2.2K	+$680.7K	$10.8M
19	Omega Financial Group, LLC added	Shares	+1.0K	+$630.2K	$11.7M
20	RTD Financial Advisors, Inc. trimmed	Shares	-1.3K	+$548.7K	$13.9M
21	BIRCH FINANCIAL GROUP, LLC added	Shares	+5.7K	+$522.3K	$1.6M
22	My Personal CFO, LLC added	Shares	+1.6K	+$410.4K	$6.0M
23	Cornerstone Management, Inc. added	Shares	+1.2K	+$374.7K	$6.0M
24	Wealth Architects, LLC trimmed	Shares	-4.0K	+$345.9K	$14.1M
25	Bear Mountain Capital, Inc. added	Shares	+10.1K	+$345.7K	$28.6M
26	Shore Point Advisors, LLC added	Shares	+903	+$317.3K	$5.3M
27	Sowell Financial Services LLC added	Shares	+2.0K	+$289.6K	$2.8M
28	Eagle Strategies LLC added	Shares	+1.6K	+$279.0K	$3.3M
29	Crewe Advisors LLC added	Shares	+1.5K	+$272.5K	$3.3M
30	Partnership Wealth Management, LLC added	Shares	+1.5K	+$270.9K	$3.2M
31	Ifrah Financial Services, Inc. trimmed	Shares	-2.4K	+$239.6K	$9.2M
32	RESTON WEALTH MANAGEMENT LLC added	Shares	+1.4K	+$237.6K	$2.7M
33	Fingerlakes Wealth Management, Inc. new	Shares	+2.5K	+$209.3K	$209.3K
34	Auto-Owners Insurance Co unchanged	Shares	0	+$205.0K	$4.3M
35	Gemmer Asset Management LLC new	Shares	+2.5K	+$203.0K	$203.0K
36	GUIDANCE CAPITAL, INC new	Shares	+2.4K	+$200.9K	$200.9K
37	D.A. DAVIDSON & CO. added	Shares	+760	+$193.4K	$2.9M
38	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.3K	+$181.8K	$1.7M
39	IFP Advisors, Inc trimmed	Shares	-22	+$176.7K	$3.8M
40	Breakwater Capital Group added	Shares	+514	+$167.3K	$2.7M
41	Sincerus Advisory, LLC added	Shares	+512	+$158.5K	$2.5M
42	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.6K	+$147.9K	$491.3K
43	Cooke Wealth Management, LLC trimmed	Shares	-840	+$143.3K	$4.5M
44	FIRST HORIZON CORP added	Shares	+1.4K	+$140.8K	$695.5K
45	CITY HOLDING CO new	Shares	+1.7K	+$139.9K	$139.9K
46	Merit Financial Group, LLC added	Shares	+447	+$137.6K	$2.2M
47	Waldron Private Wealth LLC trimmed	Shares	-520	+$136.8K	$3.8M
48	Global View Capital Management LLC added	Shares	+1.3K	+$130.2K	$651.9K
49	Avior Wealth Management, LLC trimmed	Shares	-137	+$127.1K	$2.9M
50	Canopy Partners, LLC unchanged	Shares	0	+$119.3K	$2.5M

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