Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 617 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	1.7MSH	$392.5M
2	LVZ, Inc.	Shares	576.0KSH	$130.8M
3	HOME FEDERAL BANK OF TENNESSEE	Shares	386.5KSH	$87.8M
4	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	369.8KSH	$84.0M
5	COURIER CAPITAL LLC	Shares	295.7KSH	$67.1M
6	AMARILLO NATIONAL BANK	Shares	264.6KSH	$60.1M
7	Composition Wealth, LLC	Shares	260.2KSH	$59.1M
8	Strategic Point Investment Advisors, LLC	Shares	249.9KSH	$56.7M
9	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	174.4KSH	$39.6M
10	ENCOMPASS WEALTH ADVISORS, LLC	Shares	173.6KSH	$39.4M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	167.6KSH	$36.9M
12	Sharkey, Howes & Javer	Shares	158.4KSH	$36.0M
13	GREENLEAF TRUST	Shares	154.5KSH	$35.1M
14	Berkshire Money Management, Inc.	Shares	151.4KSH	$34.4M
15	IFP Advisors, Inc	Shares	148.7KSH	$33.8M
16	Farther Finance Advisors, LLC	Shares	145.9KSH	$33.1M
17	EWA, LLC	Shares	141.8KSH	$32.2M
18	Brookstone Capital Management	Shares	135.4KSH	$30.7M
19	Thoma Capital Management LLC	Shares	132.6KSH	$30.1M
20	KWMG, LLC	Shares	132.3KSH	$30.0M
21	Horst & Graben Wealth Management LLC	Shares	131.7KSH	$30.0M
22	SteelPeak Wealth, LLC	Shares	131.7KSH	$29.9M
23	Praetorian Wealth Management, Inc.	Shares	127.8KSH	$29.0M
24	JFS WEALTH ADVISORS, LLC	Shares	124.9KSH	$28.4M
25	Pettinga Financial Advisors LLC	Shares	121.1KSH	$27.5M
26	Spire Wealth Management	Shares	119.5KSH	$27.1M
27	Physician Wealth Advisors, Inc.	Shares	119.4KSH	$27.1M
28	Security Financial Services, INC.	Shares	111.5KSH	$25.3M
29	CoreCap Advisors, LLC	Shares	104.7KSH	$23.8M
30	Mesirow Financial Investment Management, Inc.	Shares	97.9KSH	$22.2M
31	Ironwood Financial, llc	Shares	93.7KSH	$21.6M
32	GHP Investment Advisors, Inc.	Shares	94.5KSH	$21.4M
33	Narwhal Capital Management	Shares	92.8KSH	$21.1M
34	Kelly Financial Services LLC	Shares	92.0KSH	$20.9M
35	Merit Financial Group, LLC	Shares	91.0KSH	$20.7M
36	Apollon Wealth Management, LLC	Shares	90.1KSH	$20.5M
37	SWMG, LLC	Shares	89.0KSH	$20.5M
38	FIRST MERCHANTS CORP	Shares	89.1KSH	$20.2M
39	Waterway Wealth Management, LLC	Shares	119.2KSH	$20.2M
40	Elevated Financial Group LLC	Shares	83.5KSH	$19.0M
41	Matthew Goff Investment Advisor, LLC	Shares	82.0KSH	$18.6M
42	J.W. COLE ADVISORS, INC.	Shares	81.8KSH	$18.6M
43	FIRST HAWAIIAN BANK	Shares	81.2KSH	$18.4M
44	Financial Enhancement Group LLC	Shares	78.8KSH	$17.9M
45	Astoria Strategic Wealth, Inc.	Shares	77.4KSH	$17.6M
46	ONE Advisory Partners, LLC	Shares	76.5KSH	$17.4M
47	INSTRUMENTAL WEALTH, LLC	Shares	75.2KSH	$17.1M
48	RTD Financial Advisors, Inc.	Shares	74.5KSH	$16.9M
49	Blue Trust, Inc.	Shares	73.1KSH	$16.6M
50	Plancorp, LLC	Shares	70.0KSH	$16.2M

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

50 / 632 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+81.8K	+$18.6M	$18.6M
2	Plancorp, LLC new	Shares	+70.0K	+$16.2M	$16.2M
3	Foster Victor Wealth Advisors, LLC added	Shares	+60.7K	+$14.0M	$14.3M
4	LVZ, Inc. added	Shares	+3.3K	+$9.9M	$130.8M
5	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+18.0K	+$6.6M	$39.6M
6	HOME FEDERAL BANK OF TENNESSEE added	Shares	+1.2K	+$6.4M	$87.8M
7	Strategic Point Investment Advisors, LLC added	Shares	+4.8K	+$5.0M	$56.7M
8	Apeiron RIA LLC added	Shares	+19.6K	+$4.8M	$9.5M
9	COURIER CAPITAL LLC added	Shares	+455	+$4.8M	$67.1M
10	Thoma Capital Management LLC added	Shares	+11.7K	+$4.6M	$30.1M
11	a16z Perennial Management, L.P. new	Shares	+19.8K	+$4.5M	$4.5M
12	AMARILLO NATIONAL BANK trimmed	Shares	-893	+$4.0M	$60.1M
13	KWMG, LLC added	Shares	+8.5K	+$3.9M	$30.0M
14	G&S Capital LLC new	Shares	+15.9K	+$3.6M	$3.6M
15	SONATA CAPITAL GROUP INC added	Shares	+13.4K	+$3.2M	$5.7M
16	ENCOMPASS WEALTH ADVISORS, LLC added	Shares	+1.9K	+$3.2M	$39.4M
17	Balefire, LLC added	Shares	+13.2K	+$3.0M	$3.7M
18	Elevated Financial Group LLC added	Shares	+7.5K	+$2.9M	$19.0M
19	Saxony Capital Management, LLC added	Shares	+10.8K	+$2.7M	$5.5M
20	Berkshire Money Management, Inc. added	Shares	+463	+$2.5M	$34.4M
21	ARWA LLC added	Shares	+9.7K	+$2.4M	$4.7M
22	Bryant Woods Investment Advisors, LLC new	Shares	+9.7K	+$2.2M	$2.2M
23	GREENLEAF TRUST trimmed	Shares	-1.5K	+$2.1M	$35.1M
24	INSTRUMENTAL WEALTH, LLC added	Shares	+3.7K	+$2.0M	$17.1M
25	FIRST MERCHANTS CORP added	Shares	+2.5K	+$1.9M	$20.2M
26	Orgel Wealth Management, LLC new	Shares	+8.4K	+$1.9M	$1.9M
27	FIRETHORN WEALTH PARTNERS, LLC added	Shares	+5.5K	+$1.9M	$10.0M
28	Apollon Wealth Management, LLC added	Shares	+1.7K	+$1.8M	$20.5M
29	Astoria Strategic Wealth, Inc. added	Shares	+1.8K	+$1.6M	$17.6M
30	IFP Advisors, Inc trimmed	Shares	-4.0K	+$1.5M	$33.8M
31	Spire Wealth Management trimmed	Shares	-1.9K	+$1.5M	$27.1M
32	Narwhal Capital Management unchanged	Shares	0	+$1.5M	$21.1M
33	Waterway Wealth Management, LLC trimmed	Shares	-12.5K	+$1.4M	$20.2M
34	Golden State Wealth Management, LLC added	Shares	+5.1K	+$1.3M	$3.7M
35	CoreCap Advisors, LLC trimmed	Shares	-1.8K	+$1.3M	$23.8M
36	Praetorian Wealth Management, Inc. trimmed	Shares	-630	+$1.2M	$29.0M
37	MISSION WEALTH MANAGEMENT, LP added	Shares	+4.7K	+$1.2M	$3.1M
38	Brookstone Capital Management trimmed	Shares	-4.6K	+$1.2M	$30.7M
39	Perennial Advisors, LLC added	Shares	+5.0K	+$1.2M	$1.9M
40	GHP Investment Advisors, Inc. trimmed	Shares	-1.6K	+$1.2M	$21.4M
41	Ironwood Financial, llc trimmed	Shares	-3.2K	+$1.2M	$21.6M
42	RTD Financial Advisors, Inc. trimmed	Shares	-347	+$1.1M	$16.9M
43	Trust Point Inc. trimmed	Shares	-171	+$1.1M	$15.7M
44	Matthew Goff Investment Advisor, LLC trimmed	Shares	-1.2K	+$1.1M	$18.6M
45	Bank Pictet & Cie (Europe) AG unchanged	Shares	0	+$1.0M	$14.3M
46	Interchange Capital Partners, LLC added	Shares	+2.5K	+$978.5K	$3.2M
47	IRONWOOD WEALTH MANAGEMENT, INC. added	Shares	+134	+$875.8K	$15.2M
48	Castleview Partners, LLC new	Shares	+3.6K	+$824.2K	$824.2K
49	BigSur Wealth Management LLC added	Shares	+3.0K	+$816.4K	$2.6M
50	QRG CAPITAL MANAGEMENT, INC. added	Shares	+3.3K	+$798.5K	$1.5M

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