Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 125 loaded

#		Instrument	quantity
1	CAPITAL ADVISORS INC/OK	Shares	768.4KSH	$32.1M
2	Alliance Wealth Advisors, LLC /UT	Shares	712.3KSH	$29.8M
3	Armbruster Capital Management, Inc.	Shares	671.7KSH	$28.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	542.7KSH	$23.1M
5	High Probability Advisors, LLC	Shares	380.9KSH	$15.9M
6	Meridian Financial Partners LLC	Shares	368.0KSH	$15.6M
7	Foster Group, Inc.	Shares	367.0KSH	$15.3M
8	KWB Wealth	Shares	336.3KSH	$14.1M
9	Plancorp, LLC	Shares	316.7KSH	$13.3M
10	Heck Capital Advisors, LLC	Shares	309.5KSH	$12.9M
11	TITLEIST ASSET MANAGEMENT, LLC	Shares	307.9KSH	$12.9M
12	IFP Advisors, Inc	Shares	251.1KSH	$10.5M
13	Systelligence, LLC	Shares	237.8KSH	$9.9M
14	IRONWOOD WEALTH MANAGEMENT, INC.	Shares	230.5KSH	$9.7M
15	Trust Point Inc.	Shares	200.6KSH	$8.4M
16	JNBA Financial Advisors	Shares	181.4KSH	$7.6M
17	Good Harbor Advisors, Inc.	Shares	163.2KSH	$6.8M
18	RIVERSEDGE ADVISORS, LLC	Shares	155.3KSH	$6.5M
19	ShoreHaven Wealth Partners, LLC	Shares	129.3KSH	$5.4M
20	Prosperity Planning, Inc.	Shares	122.2KSH	$5.1M
21	Cypress Wealth Services, LLC	Shares	85.6KSH	$3.6M
22	Balance Wealth Partners LLC	Shares	76.6KSH	$3.2M
23	Cobblestone Asset Management LLC	Shares	76.4KSH	$3.2M
24	Cassilly Financial Group LLC	Shares	69.8KSH	$2.9M
25	ONE Advisory Partners, LLC	Shares	69.3KSH	$2.9M
26	Valued Wealth Advisors LLC	Shares	68.1KSH	$2.8M
27	Strategic Blueprint, LLC	Shares	63.5KSH	$2.7M
28	Breakwater Capital Group	Shares	50.0KSH	$2.1M
29	Sequoia Financial Advisors, LLC	Shares	45.6KSH	$1.9M
30	MAIMON WEALTH MANAGEMENT LTD.	Shares	45.4KSH	$1.9M
31	BEACON FINANCIAL GROUP	Shares	42.4KSH	$1.8M
32	Mayflower Financial Advisors, LLC	Shares	41.9KSH	$1.8M
33	Guardian Asset Advisors, LLC	Shares	40.4KSH	$1.7M
34	Horst & Graben Wealth Management LLC	Shares	39.7KSH	$1.7M
35	Greenline Wealth Management LLC	Shares	36.0KSH	$1.5M
36	Prospera Financial Services Inc	Shares	33.6KSH	$1.4M
37	J.W. COLE ADVISORS, INC.	Shares	32.3KSH	$1.4M
38	Affinity Capital Advisors, LLC	Shares	29.5KSH	$1.3M
39	Whelan Financial	Shares	29.6KSH	$1.2M
40	G&S Capital LLC	Shares	29.4KSH	$1.2M
41	JDH Wealth Management, LLC	Shares	28.6KSH	$1.2M
42	BENJAMIN EDWARDS INC	Shares	26.4KSH	$1.1M
43	Johnson Bixby & Associates, LLC	Shares	25.5KSH	$1.1M
44	Farther Finance Advisors, LLC	Shares	25.3KSH	$1.1M
45	FIRETHORN WEALTH PARTNERS, LLC	Shares	25.0KSH	$1.0M
46	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	24.4KSH	$1.0M
47	Braun-Bostich & Associates Inc.	Shares	23.3KSH	$974.9K
48	Asempa Wealth Advisors	Shares	22.0KSH	$921.7K
49	Centerline Wealth Advisors, LLC	Shares	19.7KSH	$825.6K
50	Avidian Wealth Enterprises, LLC	Shares	19.3KSH	$809.1K

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

50 / 130 loaded

#		Instrument
1	CAPITAL ADVISORS INC/OK added	Shares	+366.6K	+$16.2M	$32.1M
2	Alliance Wealth Advisors, LLC /UT added	Shares	+120.4K	+$6.3M	$29.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+27.1K	+$2.4M	$23.1M
4	Guardian Asset Advisors, LLC new	Shares	+40.4K	+$1.7M	$1.7M
5	IFP Advisors, Inc added	Shares	+26.4K	+$1.6M	$10.5M
6	High Probability Advisors, LLC added	Shares	+18.5K	+$1.5M	$15.9M
7	Meridian Financial Partners LLC added	Shares	+13.5K	+$1.3M	$15.6M
8	Armbruster Capital Management, Inc. trimmed	Shares	-3.4K	+$1.3M	$28.1M
9	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+13.3K	+$1.2M	$12.9M
10	Whelan Financial added	Shares	+23.2K	+$982.8K	$1.2M
11	Trust Point Inc. added	Shares	+10.3K	+$836.5K	$8.4M
12	Foster Group, Inc. added	Shares	+199	+$793.2K	$15.3M
13	Systelligence, LLC added	Shares	+3.8K	+$659.6K	$9.9M
14	RIVERSEDGE ADVISORS, LLC added	Shares	+5.3K	+$541.0K	$6.5M
15	Rathbones Group PLC new	Shares	+10.1K	+$421.0K	$421.0K
16	Prospera Financial Services Inc added	Shares	+7.5K	+$371.0K	$1.4M
17	Good Harbor Advisors, Inc. added	Shares	+120	+$354.1K	$6.8M
18	JNBA Financial Advisors trimmed	Shares	-1.3K	+$336.1K	$7.6M
19	Greenline Wealth Management LLC added	Shares	+6.2K	+$322.2K	$1.5M
20	Trilogy Capital Inc. new	Shares	+7.1K	+$296.7K	$296.7K
21	Centerline Wealth Advisors, LLC added	Shares	+5.7K	+$267.6K	$825.6K
22	ShoreHaven Wealth Partners, LLC trimmed	Shares	-497	+$257.0K	$5.4M
23	MAIMON WEALTH MANAGEMENT LTD. added	Shares	+2.4K	+$242.0K	$1.9M
24	Brookstone Capital Management new	Shares	+5.7K	+$237.8K	$237.8K
25	Merit Financial Group, LLC added	Shares	+5.2K	+$235.8K	$608.0K
26	Breakwater Capital Group added	Shares	+2.7K	+$212.2K	$2.1M
27	GUIDANCE CAPITAL, INC new	Shares	+4.9K	+$205.5K	$205.5K
28	Balance Wealth Partners LLC added	Shares	+12	+$164.3K	$3.2M
29	Cassilly Financial Group LLC added	Shares	+189	+$156.8K	$2.9M
30	Strategic Blueprint, LLC added	Shares	+179	+$142.9K	$2.7M
31	Valued Wealth Advisors LLC trimmed	Shares	-199	+$137.9K	$2.8M
32	ONE Advisory Partners, LLC trimmed	Shares	-318	+$135.7K	$2.9M
33	Cyndeo Wealth Partners, LLC added	Shares	+2.3K	+$110.2K	$379.1K
34	Composition Wealth, LLC added	Shares	+1.9K	+$105.3K	$569.4K
35	Prosperity Planning, Inc. trimmed	Shares	-4.0K	+$104.1K	$5.1M
36	J.W. COLE ADVISORS, INC. added	Shares	+781	+$100.1K	$1.4M
37	Plancorp, LLC trimmed	Shares	-1.7K	+$95.8K	$13.3M
38	Affinity Capital Advisors, LLC trimmed	Shares	-60	+$91.0K	$1.3M
39	BEACON FINANCIAL GROUP unchanged	Shares	0	+$90.6K	$1.8M
40	Sequoia Financial Advisors, LLC trimmed	Shares	-418	+$80.9K	$1.9M
41	G&S Capital LLC added	Shares	+334	+$76.1K	$1.2M
42	Envestnet Portfolio Solutions, Inc. added	Shares	+597	+$62.2K	$752.8K
43	BENJAMIN EDWARDS INC unchanged	Shares	0	+$56.4K	$1.1M
44	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management unchanged	Shares	0	+$52.3K	$1.0M
45	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+502	+$48.7K	$563.0K
46	Cypress Wealth Services, LLC trimmed	Shares	-3.5K	+$45.8K	$3.6M
47	Avidian Wealth Enterprises, LLC unchanged	Shares	0	+$41.4K	$809.1K
48	Johnson Bixby & Associates, LLC trimmed	Shares	-372	+$39.8K	$1.1M
49	Baron Wealth Management LLC added	Shares	+207	+$37.0K	$563.3K
50	Braun-Bostich & Associates Inc. trimmed	Shares	-347	+$36.1K	$974.9K

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