Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Sonoma Allocations LLC	Shares	502.1KSH	$47.3M
2	Catalyst Capital Advisors LLC	Shares	911.6KSH	$25.7M
3	Millburn Ridgefield LLC /DE/	Shares	911.6KSH	$25.7M
4	SENTINEL PENSION ADVISORS, LLC	Shares	148.5KSH	$4.3M
5	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	142.3KSH	$4.0M
6	Slocum, Gordon & Co LLP	Shares	116.6KSH	$3.3M
7	Y-Intercept (Hong Kong) Ltd	Shares	85.4KSH	$2.4M
8	Vertex Investment Solutions Co., Ltd.	Shares	60.0KSH	$1.7M
9	Mirae Asset Global Investments Co., Ltd.	Shares	57.2KSH	$1.6M
10	ACIMA PRIVATE WEALTH, LLC	Shares	49.8KSH	$1.4M
11	Pictet North America Advisors SA	Shares	42.1KSH	$1.2M
12	ALBION FINANCIAL GROUP /UT	Shares	33.2KSH	$933.6K
13	Columbus Macro, LLC	Shares	30.7KSH	$863.4K
14	Independent Wealth Network Inc.	Shares	29.8KSH	$838.4K
15	AlphaCentric Advisors LLC	Shares	23.5KSH	$661.1K
16	Union Bancaire Privee, UBP SA	Shares	19.8KSH	$556.4K
17	JGP Wealth Management, LLC	Shares	12.6KSH	$354.2K
18	Boltwood Capital Management	Shares	8.6KSH	$242.2K
19	Farther Finance Advisors, LLC	Shares	8.2KSH	$230.2K
20	Rockingstone Advisors LLC	Shares	8.1KSH	$229.4K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.3KSH	$207.1K
22	SUMMITRY LLC	Shares	7.1KSH	$200.5K
23	Blue Trust, Inc.	Shares	5.2KSH	$145.2K
24	Rosenberg Matthew Hamilton	Shares	4.2KSH	$119.0K
25	GHP Investment Advisors, Inc.	Shares	3.3KSH	$92.9K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	3.2KSH	$89.7K
27	ELEVATION WEALTH PARTNERS, LLC	Shares	1.7KSH	$48.4K
28	Pacifica Partners Inc.	Shares	1.0KSH	$28.1K
29	Intesa Sanpaolo Wealth Management	Shares	900SH	$25.3K
30	Polianta Ltd	Shares	592.9KSH	$16.7K
31	JFS WEALTH ADVISORS, LLC	Shares	550SH	$15.5K
32	CoreCap Advisors, LLC	Shares	548SH	$15.4K
33	IFP Advisors, Inc	Shares	320SH	$9.0K
34	Ritter Daniher Financial Advisory LLC / DE	Shares	300SH	$8.4K
35	Founders Capital Management	Shares	35SH	$986

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

37 / 37 loaded

#		Instrument
1	Sonoma Allocations LLC new	Shares	+502.1K	+$47.3M	$47.3M
2	Catalyst Capital Advisors LLC added	Shares	+64.5K	+$2.2M	$25.7M
3	Millburn Ridgefield LLC /DE/ added	Shares	+64.5K	+$2.2M	$25.7M
4	Vertex Investment Solutions Co., Ltd. new	Shares	+60.0K	+$1.7M	$1.7M
5	Y-Intercept (Hong Kong) Ltd added	Shares	+33.6K	+$967.1K	$2.4M
6	Pictet North America Advisors SA added	Shares	+30.4K	+$860.8K	$1.2M
7	Boltwood Capital Management new	Shares	+8.6K	+$242.2K	$242.2K
8	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+5.5K	+$208.2K	$4.0M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+7.3K	+$207.1K	$207.1K
10	SUMMITRY LLC new	Shares	+7.1K	+$200.5K	$200.5K
11	SENTINEL PENSION ADVISORS, LLC unchanged	Shares	0	+$147.0K	$4.3M
12	Farther Finance Advisors, LLC added	Shares	+4.7K	+$133.7K	$230.2K
13	Union Bancaire Privee, UBP SA added	Shares	+1.9K	+$71.9K	$556.4K
14	JGP Wealth Management, LLC added	Shares	+1.8K	+$53.9K	$354.2K
15	Columbus Macro, LLC added	Shares	+1.3K	+$47.5K	$863.4K
16	AlphaCentric Advisors LLC added	Shares	+1.3K	+$46.0K	$661.1K
17	Independent Wealth Network Inc. added	Shares	+494	+$25.6K	$838.4K
18	Polianta Ltd new	Shares	+592.9K	+$16.7K	$16.7K
19	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$13.3K	$933.6K
20	Rockingstone Advisors LLC added	Shares	+100	+$6.0K	$229.4K
21	Blue Trust, Inc. unchanged	Shares	0	+$2.1K	$145.2K
22	Rosenberg Matthew Hamilton unchanged	Shares	0	+$1.7K	$119.0K
23	ELEVATION WEALTH PARTNERS, LLC added	Shares	+24	+$1.4K	$48.4K
24	GHP Investment Advisors, Inc. unchanged	Shares	0	+$1.3K	$92.9K
25	Intesa Sanpaolo Wealth Management unchanged	Shares	0	+$360	$25.3K
26	Pacifica Partners Inc. unchanged	Shares	0	+$330	$28.1K
27	CoreCap Advisors, LLC unchanged	Shares	0	+$220	$15.4K
28	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$220	$15.5K
29	IFP Advisors, Inc unchanged	Shares	0	+$128	$9.0K
30	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$120	$8.4K
31	Founders Capital Management unchanged	Shares	0	+$14	$986
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$1.3K	$89.7K
33	Sound Income Strategies, LLC exited	Shares	-300	-$8.4K	$0
34	ACIMA PRIVATE WEALTH, LLC trimmed	Shares	-1.5K	-$20.5K	$1.4M
35	Slocum, Gordon & Co LLP trimmed	Shares	-9.9K	-$228.5K	$3.3M
36	NWAM LLC exited	Shares	-16.2K	-$450.3K	$0
37	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-323.2K	-$8.9M	$1.6M