Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	TRUE Private Wealth Advisors	Shares	1.7MSH	$34.1M
2	TITLEIST ASSET MANAGEMENT, LLC	Shares	990.4KSH	$20.0M
3	SHELTON WEALTH MANAGEMENT, LLC	Shares	536.8KSH	$10.8M
4	Legacy Private Trust Co.	Shares	455.8KSH	$9.2M
5	FORONJY FINANCIAL LLC	Shares	337.6KSH	$6.8M
6	SPRENG CAPITAL MANAGEMENT, INC.	Shares	314.8KSH	$6.4M
7	Yoder Wealth Management, Inc.	Shares	226.2KSH	$4.6M
8	D.A. DAVIDSON & CO.	Shares	133.7KSH	$2.7M
9	HOWLAND CAPITAL MANAGEMENT LLC	Shares	86.6KSH	$1.7M
10	SIGNATUREFD, LLC	Shares	57.7KSH	$1.2M
11	MOULTON WEALTH MANAGEMENT, INC	Shares	49.5KSH	$995.4K
12	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	46.9KSH	$946.8K
13	Community Financial Services Group, LLC	Shares	41.1KSH	$824.6K
14	BENJAMIN EDWARDS INC	Shares	36.1KSH	$729.0K
15	Montecito Bank & Trust	Shares	35.5KSH	$717.4K
16	LANARK FINANCIAL, INC.	Shares	33.3KSH	$673.2K
17	Old Port Advisors	Shares	28.8KSH	$582.1K
18	IFP Advisors, Inc	Shares	25.4KSH	$512.9K
19	DecisionMap Wealth Management, LLC	Shares	21.6KSH	$435.6K
20	CARY STREET PARTNERS FINANCIAL LLC	Shares	19.5KSH	$393.0K
21	CGN Advisors LLC	Shares	19.0KSH	$382.9K
22	XY Planning Network, Inc.	Shares	19.0KSH	$382.9K
23	Great Diamond Partners, LLC	Shares	18.4KSH	$371.9K
24	Prosperity Planning, Inc.	Principal	17.4KPRN	$352.0K
25	Single Point Partners, LLC	Shares	16.4KSH	$331.0K
26	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	14.7KSH	$296.8K
27	Physician Wealth Advisors, Inc.	Shares	14.1KSH	$284.7K
28	HM PAYSON & CO	Shares	12.4KSH	$250.7K
29	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	11.3KSH	$228.7K
30	Trust Co	Shares	8.4KSH	$169.5K
31	Bellecapital International Ltd.	Shares	7.0KSH	$141.2K
32	BARRETT & COMPANY, INC.	Shares	5.5KSH	$112.0K
33	Key FInancial Inc	Shares	5.4KSH	$108.3K
34	Bogart Wealth, LLC	Shares	3.6KSH	$72.5K
35	Longview Financial Advisors LLC	Shares	1.2KSH	$25.1K
36	Hyposwiss Advisors SA	Shares	1.2KSH	$23.4K
37	Crews Bank & Trust	Shares	1.1KSH	$23.2K
38	Pflug Koory, LLC	Shares	884SH	$17.8K
39	Farther Finance Advisors, LLC	Shares	617SH	$12.5K
40	PARK AVENUE SECURITIES LLC	Shares	470.1KSH	$9.5K
41	GILPIN WEALTH MANAGEMENT, LLC	Shares	142SH	$2.9K
42	First PREMIER Bank	Shares	837SH	$17

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

43 / 43 loaded

#		Instrument
1	Community Financial Services Group, LLC new	Shares	+41.1K	+$824.6K	$824.6K
2	SHELTON WEALTH MANAGEMENT, LLC added	Shares	+41.0K	+$723.8K	$10.8M
3	D.A. DAVIDSON & CO. added	Shares	+27.1K	+$525.4K	$2.7M
4	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+35.3K	+$514.0K	$20.0M
5	Legacy Private Trust Co. added	Shares	+27.5K	+$466.5K	$9.2M
6	SIGNATUREFD, LLC added	Shares	+19.8K	+$392.2K	$1.2M
7	XY Planning Network, Inc. new	Shares	+19.0K	+$382.9K	$382.9K
8	FORONJY FINANCIAL LLC added	Shares	+21.1K	+$359.7K	$6.8M
9	Prosperity Planning, Inc. new	Principal	+17.4K	+$352.0K	$352.0K
10	Single Point Partners, LLC new	Shares	+16.4K	+$331.0K	$331.0K
11	HM PAYSON & CO new	Shares	+12.4K	+$250.7K	$250.7K
12	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+10.6K	+$206.1K	$946.8K
13	Physician Wealth Advisors, Inc. added	Shares	+9.1K	+$182.3K	$284.7K
14	Bellecapital International Ltd. new	Shares	+7.0K	+$141.2K	$141.2K
15	SPRENG CAPITAL MANAGEMENT, INC. added	Shares	+9.4K	+$126.2K	$6.4M
16	Great Diamond Partners, LLC added	Shares	+5.8K	+$113.9K	$371.9K
17	Montecito Bank & Trust added	Shares	+5.9K	+$113.5K	$717.4K
18	BARRETT & COMPANY, INC. new	Shares	+5.5K	+$112.0K	$112.0K
19	Key FInancial Inc new	Shares	+5.4K	+$108.3K	$108.3K
20	Old Port Advisors added	Shares	+5.5K	+$106.3K	$582.1K
21	DecisionMap Wealth Management, LLC added	Shares	+4.9K	+$94.5K	$435.6K
22	IFP Advisors, Inc added	Shares	+3.5K	+$67.1K	$512.9K
23	Longview Financial Advisors LLC new	Shares	+1.2K	+$25.1K	$25.1K
24	Hyposwiss Advisors SA new	Shares	+1.2K	+$23.4K	$23.4K
25	BENJAMIN EDWARDS INC added	Shares	+1.1K	+$14.7K	$729.0K
26	Yoder Wealth Management, Inc. added	Shares	+2.5K	+$4.6K	$4.6M
27	First PREMIER Bank unchanged	Shares	0	$0	$17
28	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$30	$2.9K
29	Farther Finance Advisors, LLC unchanged	Shares	0	-$71	$12.5K
30	Pflug Koory, LLC unchanged	Shares	0	-$185	$17.8K
31	Crews Bank & Trust unchanged	Shares	0	-$240	$23.2K
32	Bogart Wealth, LLC unchanged	Shares	0	-$750	$72.5K
33	PARK AVENUE SECURITIES LLC trimmed	Shares	-71.2K	-$1.6K	$9.5K
34	Trust Co unchanged	Shares	0	-$1.8K	$169.5K
35	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC unchanged	Shares	0	-$2.4K	$228.7K
36	CGN Advisors LLC added	Shares	+68	-$2.6K	$382.9K
37	SMITHBRIDGE ASSET MANAGEMENT INC/DE unchanged	Shares	0	-$3.1K	$296.8K
38	HOWLAND CAPITAL MANAGEMENT LLC added	Shares	+300	-$12.0K	$1.7M
39	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-553	-$15.3K	$393.0K
40	LANARK FINANCIAL, INC. trimmed	Shares	-415	-$15.4K	$673.2K
41	Clayton Financial Group LLC exited	Shares	-1.1K	-$23.3K	$0
42	MOULTON WEALTH MANAGEMENT, INC trimmed	Shares	-57.2K	-$1.2M	$995.4K
43	TRUE Private Wealth Advisors trimmed	Shares	-173.6K	-$3.9M	$34.1M