Filing Research | ISHARES U S ETF TR Institutional Holdings

Snapshot holdings

50 / 138 loaded

#		Instrument	quantity
1	Syntegra Private Wealth Group, LLC	Shares	644.9KSH	$32.7M
2	KWMG, LLC	Shares	335.0KSH	$17.0M
3	Union Bancaire Privee, UBP SA	Shares	287.6KSH	$14.6M
4	SECURIAN ASSET MANAGEMENT, INC	Shares	283.6KSH	$14.3M
5	Kraft, Davis & Associates, LLC	Shares	259.1KSH	$13.1M
6	INDEPENDENT FINANCIAL GROUP, LLC	Shares	215.6KSH	$10.9M
7	JACOBSON & SCHMITT ADVISORS, LLC	Shares	186.4KSH	$9.4M
8	Ifrah Financial Services, Inc.	Shares	180.9KSH	$9.2M
9	MAIMON WEALTH MANAGEMENT LTD.	Shares	172.9KSH	$8.8M
10	Brookwood Investment Group LLC	Shares	171.0KSH	$8.7M
11	Selby Wealth Management, LLC	Shares	161.3KSH	$8.2M
12	Bond & Devick Financial Network, Inc.	Shares	159.2KSH	$8.1M
13	PROATHLETE WEALTH MANAGEMENT LLC	Shares	154.8KSH	$7.7M
14	Apollon Financial, LLC	Shares	147.6KSH	$7.5M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	134.2KSH	$6.8M
16	San Luis Wealth Advisors LLC	Shares	121.5KSH	$6.2M
17	Montecito Bank & Trust	Shares	112.3KSH	$5.7M
18	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	91.5KSH	$4.6M
19	Focus Financial Network, Inc.	Shares	86.7KSH	$4.4M
20	BRADY FAMILY WEALTH, LLC	Shares	84.9KSH	$4.3M
21	CARY STREET PARTNERS FINANCIAL LLC	Shares	80.7KSH	$4.1M
22	First Citizens Financial Corp	Shares	75.4KSH	$3.8M
23	IRON Financial LLC	Shares	73.8KSH	$3.7M
24	Optivise Advisory Services LLC	Shares	72.0KSH	$3.6M
25	Realta Investment Advisors	Shares	71.1KSH	$3.6M
26	Secure Asset Management, LLC	Shares	70.0KSH	$3.5M
27	Sovereign Financial Group, Inc.	Shares	68.8KSH	$3.5M
28	LVW Advisors, LLC	Shares	66.8KSH	$3.4M
29	Prospera Financial Services Inc	Shares	62.6KSH	$3.2M
30	LANDAAS & CO /WI /ADV	Shares	59.8KSH	$3.0M
31	Sage Capital Advisors,llc	Shares	59.7KSH	$3.0M
32	J.W. COLE ADVISORS, INC.	Shares	48.8KSH	$2.5M
33	Castle Rock Wealth Management, LLC	Shares	44.8KSH	$2.3M
34	Brookstone Capital Management	Shares	43.6KSH	$2.2M
35	EverSource Wealth Advisors, LLC	Shares	43.1KSH	$2.2M
36	Ameliora Wealth Management Ltd.	Shares	39.3KSH	$2.0M
37	Pflug Koory, LLC	Shares	36.1KSH	$1.8M
38	Professional Financial Advisors, LLC	Shares	35.8KSH	$1.8M
39	MEMBERS WEALTH LLC	Shares	35.7KSH	$1.8M
40	VISIONARY HORIZONS, LLC	Shares	33.4KSH	$1.7M
41	GUIDANCE CAPITAL, INC	Shares	31.8KSH	$1.6M
42	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	26.2KSH	$1.3M
43	Objective Capital Management, LLC	Shares	25.4KSH	$1.3M
44	Lynch Investment Planning, LLC	Shares	25.2KSH	$1.3M
45	ALTERNA WEALTH MANAGEMENT, INC	Shares	23.6KSH	$1.2M
46	Aletheian Wealth Advisors LLC	Shares	22.8KSH	$1.2M
47	Live Oak Private Wealth LLC	Shares	21.4KSH	$1.1M
48	Centurion Wealth Management LLC	Shares	21.1KSH	$1.1M
49	Infinity Wealth Counsel, LLC	Shares	21.1KSH	$1.1M
50	Merit Financial Group, LLC	Shares	20.6KSH	$1.0M

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

50 / 150 loaded

#		Instrument
1	Syntegra Private Wealth Group, LLC added	Shares	+451.5K	+$22.8M	$32.7M
2	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+168.1K	+$8.5M	$10.9M
3	LANDAAS & CO /WI /ADV added	Shares	+37.4K	+$1.9M	$3.0M
4	ALTERNA WEALTH MANAGEMENT, INC new	Shares	+23.6K	+$1.2M	$1.2M
5	Focus Financial Network, Inc. added	Shares	+21.8K	+$1.1M	$4.4M
6	Apollon Financial, LLC added	Shares	+19.6K	+$969.8K	$7.5M
7	Bond & Devick Financial Network, Inc. added	Shares	+19.2K	+$949.1K	$8.1M
8	Selby Wealth Management, LLC added	Shares	+17.8K	+$879.1K	$8.2M
9	KWMG, LLC added	Shares	+17.9K	+$849.3K	$17.0M
10	JOHNSON INVESTMENT COUNSEL INC new	Shares	+15.3K	+$773.2K	$773.2K
11	VISIONARY HORIZONS, LLC added	Shares	+11.4K	+$572.0K	$1.7M
12	Retireful, LLC new	Shares	+10.9K	+$553.7K	$553.7K
13	MAIMON WEALTH MANAGEMENT LTD. added	Shares	+9.8K	+$480.9K	$8.8M
14	HERBST GROUP, LLC new	Shares	+6.9K	+$347.3K	$347.3K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.1K	+$330.3K	$6.8M
16	Lynch Investment Planning, LLC added	Shares	+6.5K	+$323.5K	$1.3M
17	North Capital, Inc. added	Shares	+6.4K	+$322.9K	$702.9K
18	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+6.4K	+$322.5K	$649.3K
19	Brookwood Investment Group LLC added	Shares	+6.8K	+$317.9K	$8.7M
20	Realta Investment Advisors added	Shares	+6.3K	+$309.4K	$3.6M
21	Objective Capital Management, LLC added	Shares	+6.2K	+$308.9K	$1.3M
22	Secure Asset Management, LLC added	Shares	+6.2K	+$302.0K	$3.5M
23	Sovereign Financial Group, Inc. added	Shares	+6.2K	+$300.9K	$3.5M
24	TITLEIST ASSET MANAGEMENT, LLC new	Shares	+5.2K	+$265.5K	$265.5K
25	Prospera Financial Services Inc added	Shares	+5.4K	+$261.9K	$3.2M
26	B. Riley Wealth Advisors, Inc. new	Shares	+4.7K	+$236.1K	$236.1K
27	RFG Advisory, LLC new	Shares	+4.5K	+$230.2K	$230.2K
28	SAX WEALTH ADVISORS, LLC new	Shares	+4.2K	+$212.4K	$212.4K
29	Sherrill & Hutchins Financial Advisory, Inc new	Shares	+4.2K	+$212.4K	$212.4K
30	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. new	Shares	+4.2K	+$210.2K	$210.2K
31	IRON Financial LLC added	Shares	+4.3K	+$204.1K	$3.7M
32	First Citizens Financial Corp added	Shares	+3.6K	+$169.8K	$3.8M
33	American Institute for Advanced Investment Management, LLP added	Shares	+3.0K	+$147.2K	$1.0M
34	4J Wealth Management LLC added	Shares	+2.5K	+$123.8K	$653.5K
35	COURIER CAPITAL LLC added	Shares	+2.4K	+$118.0K	$533.9K
36	Live Oak Private Wealth LLC added	Shares	+2.2K	+$106.9K	$1.1M
37	Oxinas Partners, LLC added	Shares	+2.0K	+$101.2K	$527.8K
38	FORTERIS WEALTH MANAGEMENT INC. added	Shares	+2.0K	+$99.2K	$832.6K
39	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.8K	+$78.3K	$4.1M
40	FIFTH THIRD SECURITIES, INC. added	Shares	+1.4K	+$69.0K	$636.7K
41	Friedenthal Financial new	Shares	+1.3K	+$65.2K	$65.2K
42	MEMBERS WEALTH LLC added	Shares	+1.4K	+$62.1K	$1.8M
43	Ifrah Financial Services, Inc. added	Shares	+1.8K	+$61.1K	$9.2M
44	NOVEM GROUP added	Shares	+1.2K	+$57.2K	$911.6K
45	BRADY FAMILY WEALTH, LLC added	Shares	+1.4K	+$57.2K	$4.3M
46	First Heartland Consultants, Inc. added	Shares	+1.0K	+$50.0K	$379.5K
47	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+1.0K	+$46.2K	$1.3M
48	Union Bancaire Privee, UBP SA added	Shares	+1.0K	+$42.7K	$14.6M
49	GUIDANCE CAPITAL, INC added	Shares	+827	+$37.2K	$1.6M
50	Owl Creek Wealth Partners LLC added	Shares	+676	+$31.6K	$786.6K

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