Filing Research | ISHARES TR Institutional Holdings

Snapshot holdings

50 / 134 loaded

#		Instrument	quantity
1	Allegheny Financial Group	Shares	622.2KSH	$61.2M
2	Avior Wealth Management, LLC	Shares	310.6KSH	$30.5M
3	Orgel Wealth Management, LLC	Shares	284.2KSH	$27.9M
4	ECLECTIC ASSOCIATES INC /ADV	Shares	263.6KSH	$25.9M
5	CAPITAL WEALTH MANAGEMENT, LLC	Shares	243.5KSH	$23.9M
6	Rodgers & Associates, LTD	Shares	236.7KSH	$23.3M
7	Eagle Strategies LLC	Shares	159.6KSH	$15.7M
8	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	145.7KSH	$14.3M
9	Scott Capital Advisors, LLC	Shares	113.4KSH	$11.1M
10	Certified Advisory Corp	Shares	111.1KSH	$10.9M
11	OxenFree Capital LLC	Shares	111.4KSH	$10.8M
12	PFS Partners, LLC	Shares	104.0KSH	$10.2M
13	MARINO, STRAM & ASSOCIATES LLC	Shares	73.3KSH	$7.2M
14	Cerro Pacific Wealth Advisors LLC	Shares	63.7KSH	$6.3M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	61.6KSH	$6.0M
16	Kellett Wealth Advisors, LLC	Shares	59.4KSH	$5.8M
17	Merit Financial Group, LLC	Shares	54.3KSH	$5.3M
18	Virtus Wealth Solutions LLC	Shares	52.1KSH	$5.1M
19	NWAM LLC	Shares	49.6KSH	$4.9M
20	Accel Wealth Management	Shares	33.3KSH	$3.3M
21	Ignite Planners, LLC	Shares	32.6KSH	$3.2M
22	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	30.9KSH	$3.0M
23	LRI Investments, LLC	Shares	29.7KSH	$2.9M
24	GHP Investment Advisors, Inc.	Shares	25.3KSH	$2.5M
25	First Bank & Trust	Shares	22.2KSH	$2.2M
26	Stanich Group LLC	Shares	21.8KSH	$2.1M
27	Farther Finance Advisors, LLC	Shares	21.1KSH	$2.1M
28	Courage Miller Partners, LLC	Shares	20.5KSH	$2.0M
29	Nilsine Partners, LLC	Shares	19.7KSH	$1.9M
30	Focus Financial Network, Inc.	Shares	18.8KSH	$1.9M
31	DAVENPORT & Co LLC	Shares	15.9KSH	$1.6M
32	HF Advisory Group, LLC	Shares	15.3KSH	$1.5M
33	Neumann Capital Management, LLC	Shares	15.1KSH	$1.5M
34	INDEPENDENT FINANCIAL GROUP, LLC	Shares	14.6KSH	$1.4M
35	KPP Advisory Services LLC	Shares	12.8KSH	$1.3M
36	BENJAMIN EDWARDS INC	Shares	12.4KSH	$1.2M
37	J.W. COLE ADVISORS, INC.	Shares	12.1KSH	$1.2M
38	LaFleur & Godfrey LLC	Shares	12.0KSH	$1.2M
39	AdvisorNet Financial, Inc	Shares	11.9KSH	$1.2M
40	Wealthcare Advisory Partners LLC	Shares	11.6KSH	$1.1M
41	Wilkerson Advisory Group LLC	Shares	11.2KSH	$1.1M
42	HARBOR INVESTMENT ADVISORY, LLC	Shares	10.9KSH	$1.1M
43	Key Client Fiduciary Advisors, LLC	Shares	10.7KSH	$1.0M
44	Cape Investment Advisory, Inc.	Shares	10.4KSH	$1.0M
45	HRC WEALTH MANAGEMENT, LLC	Shares	10.2KSH	$999.4K
46	WILLNER & HELLER, LLC	Shares	9.8KSH	$963.8K
47	PFG Advisors	Shares	9.5KSH	$929.3K
48	Sentinel Advisory Group, LLC	Shares	8.9KSH	$876.8K
49	Falcon Wealth Planning	Shares	7.8KSH	$769.8K
50	Onyx Bridge Wealth Group LLC	Shares	7.2KSH	$708.6K

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

50 / 141 loaded

#		Instrument
1	Allegheny Financial Group added	Shares	+401.8K	+$43.8M	$61.2M
2	ECLECTIC ASSOCIATES INC /ADV added	Shares	+15.2K	+$6.3M	$25.9M
3	CAPITAL WEALTH MANAGEMENT, LLC added	Shares	+16.6K	+$6.1M	$23.9M
4	Orgel Wealth Management, LLC trimmed	Shares	-7.5K	+$5.0M	$27.9M
5	Rodgers & Associates, LTD trimmed	Shares	-7.6K	+$4.0M	$23.3M
6	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+7.0K	+$3.4M	$14.3M
7	Certified Advisory Corp added	Shares	+13.2K	+$3.2M	$10.9M
8	Eagle Strategies LLC trimmed	Shares	-1.6K	+$3.0M	$15.7M
9	PFS Partners, LLC added	Shares	+2.1K	+$2.2M	$10.2M
10	Cerro Pacific Wealth Advisors LLC added	Shares	+5.4K	+$1.7M	$6.3M
11	MARINO, STRAM & ASSOCIATES LLC added	Shares	+2.8K	+$1.6M	$7.2M
12	Scott Capital Advisors, LLC trimmed	Shares	-1.6K	+$1.6M	$11.1M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.7K	+$1.5M	$6.0M
14	Kellett Wealth Advisors, LLC added	Shares	+2.8K	+$1.4M	$5.8M
15	OxenFree Capital LLC added	Shares	+983	+$1.4M	$10.8M
16	J.W. COLE ADVISORS, INC. new	Shares	+12.1K	+$1.2M	$1.2M
17	Merit Financial Group, LLC trimmed	Shares	-221	+$1.0M	$5.3M
18	Virtus Wealth Solutions LLC trimmed	Shares	-652	+$966.9K	$5.1M
19	NWAM LLC trimmed	Shares	-2.3K	+$784.5K	$4.9M
20	Stanich Group LLC added	Shares	+4.1K	+$750.2K	$2.1M
21	First Bank & Trust added	Shares	+4.0K	+$745.1K	$2.2M
22	Ignite Planners, LLC added	Shares	+742	+$702.1K	$3.2M
23	Farther Finance Advisors, LLC added	Shares	+3.3K	+$654.2K	$2.1M
24	Accel Wealth Management trimmed	Shares	-535	+$608.9K	$3.3M
25	CALIBER WEALTH MANAGEMENT, LLC / KS trimmed	Shares	-248	+$584.6K	$3.0M
26	LRI Investments, LLC unchanged	Shares	0	+$580.6K	$2.9M
27	Investment Partners Asset Management, Inc. new	Shares	+5.8K	+$566.4K	$566.4K
28	GHP Investment Advisors, Inc. trimmed	Shares	-1.4K	+$381.0K	$2.5M
29	XY Planning Network, Inc. new	Shares	+3.5K	+$344.3K	$344.3K
30	Innova Wealth Partners added	Shares	+2.8K	+$333.4K	$583.1K
31	Focus Financial Network, Inc. trimmed	Shares	-614	+$319.4K	$1.9M
32	HF Advisory Group, LLC added	Shares	+92	+$305.2K	$1.5M
33	Neumann Capital Management, LLC unchanged	Shares	0	+$294.4K	$1.5M
34	LaFleur & Godfrey LLC added	Shares	+732	+$291.8K	$1.2M
35	Heartwood Wealth Advisors LLC added	Shares	+2.1K	+$282.4K	$593.2K
36	Key Client Fiduciary Advisors, LLC added	Shares	+835	+$273.9K	$1.0M
37	Courage Miller Partners, LLC trimmed	Shares	-1.6K	+$271.9K	$2.0M
38	Wealthcare Advisory Partners LLC added	Shares	+481	+$263.9K	$1.1M
39	Independent Wealth Network Inc. new	Shares	+2.6K	+$252.7K	$252.7K
40	BENJAMIN EDWARDS INC added	Shares	+17	+$244.4K	$1.2M
41	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-554	+$240.9K	$1.4M
42	Fiduciary Alliance LLC new	Shares	+2.4K	+$239.8K	$239.8K
43	Cornerstone Wealth Management, LLC new	Shares	+2.4K	+$237.4K	$237.4K
44	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+2.4K	+$237.1K	$237.1K
45	Nilsine Partners, LLC added	Shares	+245	+$236.2K	$1.9M
46	AdvisorNet Financial, Inc trimmed	Shares	-100	+$223.6K	$1.2M
47	SAGE FINANCIAL GROUP INC new	Shares	+2.3K	+$222.7K	$222.7K
48	FLAGSHIP HARBOR ADVISORS, LLC new	Shares	+2.2K	+$215.1K	$215.1K
49	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$213.5K	$1.1M
50	Lansing Street Advisors new	Shares	+2.2K	+$212.3K	$212.3K

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