Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

50 / 205 loaded

#		Instrument	quantity
1	MISSION WEALTH MANAGEMENT, LP	Shares	622.2KSH	$34.0M
2	IMPACTfolio, LLC	Shares	498.2KSH	$27.2M
3	Envestnet Portfolio Solutions, Inc.	Shares	425.2KSH	$23.3M
4	EASTERN BANK	Shares	339.1KSH	$18.5M
5	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	281.7KSH	$15.4M
6	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	262.7KSH	$14.4M
7	Composition Wealth, LLC	Shares	186.7KSH	$10.2M
8	Intergy Private Wealth, LLC	Shares	163.2KSH	$8.9M
9	Stanich Group LLC	Shares	147.6KSH	$8.1M
10	BALDWIN WEALTH PARTNERS LLC/MA	Shares	130.1KSH	$7.1M
11	High Note Wealth, LLC	Shares	94.5KSH	$5.2M
12	Mirae Asset Global Investments Co., Ltd.	Shares	92.7KSH	$5.1M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	91.2KSH	$4.9M
14	Farther Finance Advisors, LLC	Shares	68.3KSH	$3.7M
15	Apella Capital, LLC	Shares	70.9KSH	$3.7M
16	CRUX WEALTH ADVISORS	Shares	59.1KSH	$3.2M
17	Archer Investment Management, LLC	Shares	58.4KSH	$3.2M
18	TRUE BLUE FINANCIAL, LLC	Shares	58.1KSH	$3.2M
19	Affiance Financial, LLC	Shares	50.9KSH	$2.8M
20	Bear Mountain Capital, Inc.	Shares	45.8KSH	$2.4M
21	Brookstone Capital Management	Shares	42.8KSH	$2.3M
22	JNBA Financial Advisors	Shares	42.3KSH	$2.3M
23	XY Planning Network, Inc.	Shares	41.6KSH	$2.3M
24	Midwest Financial Partners Investments, Inc.	Shares	41.0KSH	$2.2M
25	Dynamic Advisor Solutions LLC	Shares	40.0KSH	$2.2M
26	Baron Financial Group, LLC	Shares	36.4KSH	$2.0M
27	Merit Financial Group, LLC	Shares	33.9KSH	$1.9M
28	Wealth Architects, LLC	Shares	33.6KSH	$1.8M
29	Wealth Advisory Team LLC	Shares	32.9KSH	$1.8M
30	Omega Financial Group, LLC	Shares	32.6KSH	$1.8M
31	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	30.7KSH	$1.7M
32	Horst & Graben Wealth Management LLC	Shares	30.7KSH	$1.6M
33	Sharkey, Howes & Javer	Shares	29.3KSH	$1.6M
34	Integris Wealth Management, LLC	Shares	28.0KSH	$1.5M
35	EQ LLC	Shares	27.3KSH	$1.5M
36	Torren Management, LLC	Shares	27.1KSH	$1.5M
37	SAGE FINANCIAL GROUP INC	Shares	26.8KSH	$1.5M
38	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	26.8KSH	$1.5M
39	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	26.7KSH	$1.5M
40	Physician Wealth Advisors, Inc.	Shares	25.7KSH	$1.4M
41	SigFig Wealth Management, LLC	Shares	25.5KSH	$1.4M
42	Trilogy Capital Inc.	Shares	25.0KSH	$1.4M
43	RTD Financial Advisors, Inc.	Shares	24.6KSH	$1.3M
44	Trust Co	Shares	20.8KSH	$1.1M
45	Mascoma Wealth Management LLC	Shares	20.6KSH	$1.1M
46	Columbia Bank	Shares	20.2KSH	$1.1M
47	Decker Retirement Planning Inc.	Shares	19.5KSH	$1.1M
48	Prism Advisors, Inc.	Shares	18.0KSH	$985.6K
49	Bond & Devick Financial Network, Inc.	Shares	17.8KSH	$975.0K
50	Aureum Wealth Management, LLC	Shares	17.8KSH	$972.3K

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

50 / 207 loaded

#		Instrument
1	MISSION WEALTH MANAGEMENT, LP added	Shares	+36.4K	+$7.4M	$34.0M
2	IMPACTfolio, LLC added	Shares	+12.5K	+$5.2M	$27.2M
3	EASTERN BANK trimmed	Shares	-9.5K	+$2.7M	$18.5M
4	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed	Shares	-1.5K	+$2.5M	$15.4M
5	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-8.6K	+$2.0M	$14.4M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+20.6K	+$1.7M	$4.9M
7	Stanich Group LLC added	Shares	+5.8K	+$1.6M	$8.1M
8	Intergy Private Wealth, LLC added	Shares	+759	+$1.5M	$8.9M
9	Farther Finance Advisors, LLC added	Shares	+18.1K	+$1.4M	$3.7M
10	BALDWIN WEALTH PARTNERS LLC/MA added	Shares	+2.2K	+$1.3M	$7.1M
11	TRUE BLUE FINANCIAL, LLC added	Shares	+15.7K	+$1.2M	$3.2M
12	Composition Wealth, LLC trimmed	Shares	-11.8K	+$1.2M	$10.2M
13	Columbia Bank new	Shares	+20.2K	+$1.1M	$1.1M
14	High Note Wealth, LLC trimmed	Shares	-108	+$866.6K	$5.2M
15	Mountain Capital Investment Advisors Inc. new	Shares	+12.0K	+$654.7K	$654.7K
16	TRUST CO OF TOLEDO NA /OH/ new	Shares	+10.4K	+$570.1K	$570.1K
17	CRUX WEALTH ADVISORS trimmed	Shares	-1.6K	+$474.1K	$3.2M
18	Archer Investment Management, LLC trimmed	Shares	-1.5K	+$469.6K	$3.2M
19	Brookstone Capital Management added	Shares	+1.3K	+$452.1K	$2.3M
20	Affiance Financial, LLC trimmed	Shares	-480	+$447.3K	$2.8M
21	Midwest Financial Partners Investments, Inc. trimmed	Shares	-434	+$358.3K	$2.2M
22	Winter & Associates, Inc. new	Shares	+6.5K	+$356.8K	$356.8K
23	JNBA Financial Advisors trimmed	Shares	-801	+$353.7K	$2.3M
24	Wealth Architects, LLC trimmed	Shares	-295	+$296.5K	$1.8M
25	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-12.3K	+$293.9K	$5.1M
26	Mascoma Wealth Management LLC added	Shares	+2.0K	+$283.2K	$1.1M
27	SAGE FINANCIAL GROUP INC added	Shares	+729	+$280.1K	$1.5M
28	Omega Financial Group, LLC trimmed	Shares	-670	+$270.4K	$1.8M
29	XY Planning Network, Inc. trimmed	Shares	-2.2K	+$268.1K	$2.3M
30	Physician Wealth Advisors, Inc. added	Shares	+539	+$261.4K	$1.4M
31	Dynamic Advisor Solutions LLC trimmed	Shares	-2.4K	+$260.5K	$2.2M
32	Pacific Excel Wealth Advisors, Inc. new	Shares	+4.7K	+$258.8K	$258.8K
33	Torren Management, LLC trimmed	Shares	-76	+$246.5K	$1.5M
34	Leverty Financial Group, LLC new	Shares	+4.4K	+$240.3K	$240.3K
35	DeDora Capital, Inc. new	Shares	+4.4K	+$238.6K	$238.6K
36	Fifth Third Wealth Advisors LLC new	Shares	+4.4K	+$238.4K	$238.4K
37	Benchmark Financial, LLC added	Shares	+1.7K	+$237.9K	$943.0K
38	DWR WEALTH MANAGEMENT, LLC new	Shares	+4.3K	+$233.8K	$233.8K
39	Symmetry Partners, LLC new	Shares	+4.3K	+$233.6K	$233.6K
40	Decker Retirement Planning Inc. added	Shares	+1.2K	+$232.9K	$1.1M
41	Fingerlakes Wealth Management, Inc. new	Shares	+4.2K	+$232.3K	$232.3K
42	HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed	Shares	-1.2K	+$228.9K	$1.7M
43	PENOBSCOT WEALTH MANAGEMENT added	Shares	+2.6K	+$225.6K	$645.7K
44	Bright Futures Wealth Management, LLC. new	Shares	+4.1K	+$222.9K	$222.9K
45	VERITY Wealth Advisors new	Shares	+4.1K	+$222.2K	$222.2K
46	Family Investment Center, Inc. new	Shares	+4.1K	+$221.9K	$221.9K
47	GRIMES & Co WEALTH MANAGEMENT, LLC trimmed	Shares	-735	+$213.3K	$1.5M
48	Brewster Financial Planning LLC new	Shares	+3.9K	+$213.1K	$213.1K
49	RTD Financial Advisors, Inc. trimmed	Shares	-305	+$212.9K	$1.3M
50	Sovereign Financial Group, Inc. new	Shares	+3.9K	+$211.4K	$211.4K

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