Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 573 loaded

#		Instrument	quantity
1	Orgel Wealth Management, LLC	Shares	3.4MSH	$736.9M
2	Blue Trust, Inc.	Shares	2.7MSH	$594.6M
3	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	1.8MSH	$393.8M
4	Foster Group, Inc.	Shares	765.9KSH	$168.1M
5	D.A. DAVIDSON & CO.	Shares	615.7KSH	$135.1M
6	Unison Advisors LLC	Shares	612.3KSH	$134.4M
7	JOHNSON INVESTMENT COUNSEL INC	Shares	540.0KSH	$118.5M
8	HOWARD FINANCIAL SERVICES, LTD.	Shares	513.6KSH	$112.7M
9	SAX WEALTH ADVISORS, LLC	Shares	466.0KSH	$89.4M
10	LANDAAS & CO /WI /ADV	Shares	310.8KSH	$68.2M
11	Composition Wealth, LLC	Shares	289.3KSH	$63.5M
12	Baron Wealth Management LLC	Shares	281.8KSH	$61.8M
13	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	253.9KSH	$55.7M
14	Catalyst Capital Advisors LLC	Shares	248.2KSH	$54.5M
15	Millburn Ridgefield LLC /DE/	Shares	248.2KSH	$54.5M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	243.7KSH	$53.5M
17	Apollon Wealth Management, LLC	Shares	238.4KSH	$52.3M
18	Wealth Group Ltd	Shares	215.9KSH	$47.4M
19	Sowell Financial Services LLC	Shares	177.7KSH	$39.0M
20	Merit Financial Group, LLC	Shares	173.2KSH	$38.0M
21	Symmetry Partners, LLC	Shares	172.7KSH	$37.9M
22	Armbruster Capital Management, Inc.	Shares	171.9KSH	$37.7M
23	Lineweaver Wealth Advisors, LLC	Shares	157.3KSH	$34.5M
24	ARS Wealth Advisors Group, LLC	Shares	156.1KSH	$34.2M
25	Farther Finance Advisors, LLC	Shares	139.9KSH	$30.7M
26	Heck Capital Advisors, LLC	Shares	138.4KSH	$30.4M
27	RVW Wealth, LLC	Shares	131.9KSH	$28.9M
28	Aventus Investment Advisors, Inc.	Shares	128.0KSH	$28.1M
29	Envestnet Portfolio Solutions, Inc.	Shares	124.4KSH	$27.3M
30	Client First Capital LLC	Shares	123.3KSH	$27.1M
31	Financial Partners Group, Inc	Shares	112.1KSH	$24.6M
32	Strategic Point Investment Advisors, LLC	Shares	105.8KSH	$23.2M
33	Sequoia Financial Advisors, LLC	Shares	101.3KSH	$22.2M
34	Strategic Blueprint, LLC	Shares	98.9KSH	$21.7M
35	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	92.0KSH	$20.2M
36	Elevated Financial Group LLC	Shares	90.6KSH	$19.9M
37	Center for Financial Planning, Inc.	Shares	89.8KSH	$19.7M
38	Trinity Wealth Management, LLC	Shares	82.7KSH	$18.1M
39	Well Done, LLC	Shares	81.8KSH	$18.0M
40	Fragasso Financial Advisors Inc	Shares	79.8KSH	$17.5M
41	Sharkey, Howes & Javer	Shares	77.8KSH	$17.1M
42	Apella Capital, LLC	Shares	74.9KSH	$16.3M
43	Kraft, Davis & Associates, LLC	Shares	74.7KSH	$16.2M
44	MOTIVE WEALTH ADVISORS	Shares	72.3KSH	$15.9M
45	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	Shares	63.9KSH	$14.0M
46	Mayflower Financial Advisors, LLC	Shares	61.3KSH	$13.5M
47	Brookstone Capital Management	Shares	60.8KSH	$13.3M
48	ARQ WEALTH ADVISORS, LLC	Shares	60.8KSH	$13.2M
49	StrongBox Wealth, LLC	Shares	58.6KSH	$12.8M
50	Capital Investment Advisory Services, LLC	Shares	57.8KSH	$12.7M

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

50 / 603 loaded

#		Instrument
1	Orgel Wealth Management, LLC added	Shares	+65.5K	+$105.3M	$736.9M
2	Blue Trust, Inc. added	Shares	+15.3K	+$77.8M	$594.6M
3	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+27.8K	+$54.9M	$393.8M
4	Foster Group, Inc. added	Shares	+15.6K	+$24.1M	$168.1M
5	JOHNSON INVESTMENT COUNSEL INC added	Shares	+37.0K	+$22.0M	$118.5M
6	D.A. DAVIDSON & CO. added	Shares	+10.1K	+$18.9M	$135.1M
7	Unison Advisors LLC added	Shares	+9.1K	+$18.7M	$134.4M
8	HOWARD FINANCIAL SERVICES, LTD. added	Shares	+10.7K	+$16.2M	$112.7M
9	LANDAAS & CO /WI /ADV added	Shares	+2.8K	+$9.1M	$68.2M
10	Baron Wealth Management LLC added	Shares	+1.1K	+$8.0M	$61.8M
11	TME FINANCIAL, INC. added	Shares	+32.8K	+$7.8M	$12.2M
12	Wealth Group Ltd added	Shares	+6.3K	+$7.2M	$47.4M
13	Catalyst Capital Advisors LLC trimmed	Shares	-1.5K	+$6.6M	$54.5M
14	Millburn Ridgefield LLC /DE/ trimmed	Shares	-1.5K	+$6.6M	$54.5M
15	Symmetry Partners, LLC added	Shares	+7.5K	+$6.2M	$37.9M
16	Composition Wealth, LLC trimmed	Shares	-11.4K	+$5.8M	$63.5M
17	Sowell Financial Services LLC added	Shares	+1.8K	+$5.3M	$39.0M
18	Armbruster Capital Management, Inc. added	Shares	+1.6K	+$5.1M	$37.7M
19	Lineweaver Wealth Advisors, LLC added	Shares	+3.5K	+$5.0M	$34.5M
20	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed	Shares	-14.3K	+$4.3M	$55.7M
21	Financial Partners Group, Inc added	Shares	+4.8K	+$4.0M	$24.6M
22	Aventus Investment Advisors, Inc. added	Shares	+2.1K	+$3.9M	$28.1M
23	Elevated Financial Group LLC added	Shares	+7.5K	+$3.9M	$19.9M
24	RVW Wealth, LLC added	Shares	+417	+$3.7M	$28.9M
25	ARS Wealth Advisors Group, LLC trimmed	Shares	-3.8K	+$3.6M	$34.2M
26	ARQ WEALTH ADVISORS, LLC added	Shares	+10.3K	+$3.5M	$13.2M
27	Client First Capital LLC added	Shares	+9	+$3.4M	$27.1M
28	Strategic Point Investment Advisors, LLC added	Shares	+1.5K	+$3.2M	$23.2M
29	NWAM LLC added	Shares	+9.6K	+$2.4M	$4.5M
30	Etesian Wealth Advisors, Inc. added	Shares	+8.3K	+$2.3M	$6.0M
31	Center for Financial Planning, Inc. trimmed	Shares	-751	+$2.3M	$19.7M
32	Forthright Family Wealth Advisory LLC trimmed	Shares	-5.0K	+$2.2M	$12.2M
33	Heck Capital Advisors, LLC trimmed	Shares	-8.7K	+$2.2M	$30.4M
34	MOTIVE WEALTH ADVISORS added	Shares	+738	+$2.1M	$15.9M
35	Well Done, LLC trimmed	Shares	-657	+$2.1M	$18.0M
36	Sequoia Financial Advisors, LLC trimmed	Shares	-4.0K	+$2.0M	$22.2M
37	MISSION WEALTH MANAGEMENT, LP added	Shares	+6.9K	+$1.9M	$4.5M
38	StrongBox Wealth, LLC added	Shares	+1.2K	+$1.9M	$12.8M
39	Mirae Asset Global Investments Co., Ltd. added	Shares	+4.0K	+$1.8M	$8.6M
40	Legacy Advisory Services, LLC added	Shares	+2.5K	+$1.8M	$10.4M
41	Wealthcare Advisory Partners LLC added	Shares	+1.5K	+$1.8M	$11.8M
42	CLIENT 1ST ADVISORY GROUP, LLC added	Shares	+2.4K	+$1.8M	$10.2M
43	MRA Advisory Group added	Shares	+1.3K	+$1.7M	$11.5M
44	Asset Advisors Investment Management, LLC added	Shares	+534	+$1.7M	$12.5M
45	Bryant Woods Investment Advisors, LLC new	Shares	+7.4K	+$1.6M	$1.6M
46	Capital Investment Advisory Services, LLC added	Shares	+18	+$1.6M	$12.7M
47	Sculati Wealth Management, LLC added	Shares	+1.5K	+$1.5M	$10.5M
48	BOS Asset Management, LLC added	Shares	+1.3K	+$1.5M	$10.2M
49	ERn Financial, LLC trimmed	Shares	-346	+$1.5M	$12.4M
50	FORTE ASSET MANAGEMENT LLC added	Shares	+405	+$1.5M	$11.0M

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