Filing Research | ISHARES J.P. MORGAN USD EMG MRKT Institutional Holdings

Snapshot holdings

50 / 240 loaded

#		Instrument	quantity
1	Nationwide Fund Advisors	Shares	5.5MSH	$279.3M
2	SBI Okasan Asset Management Co.Ltd.	Shares	1.8MSH	$177.2M
3	SigFig Wealth Management, LLC	Shares	937.8KSH	$90.8M
4	Ocean Park Asset Management, LLC	Shares	693.6KSH	$66.9M
5	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	340.0KSH	$32.8M
6	Apella Capital, LLC	Shares	325.0KSH	$31.2M
7	Retirement Investment Advisors, Inc.	Shares	308.5KSH	$29.4M
8	Mirae Asset Global Investments Co., Ltd.	Shares	287.0KSH	$27.7M
9	Stairway Partners, LLC	Shares	264.1KSH	$25.5M
10	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	239.0KSH	$23.1M
11	Factor Wealth Management LTD	Shares	167.6KSH	$16.2M
12	Union Bancaire Privee, UBP SA	Shares	142.5KSH	$13.8M
13	COUNTRY TRUST BANK	Shares	135.2KSH	$13.0M
14	CITIZENS & NORTHERN CORP	Shares	132.9KSH	$12.8M
15	Spire Wealth Management	Shares	128.5KSH	$12.4M
16	Vertex Investment Solutions Co., Ltd.	Shares	122.6KSH	$11.9M
17	PEAK FINANCIAL ADVISORS LLC	Shares	117.9KSH	$11.4M
18	QUATTRO FINANCIAL ADVISORS LLC	Shares	114.8KSH	$11.1M
19	Omega Financial Group, LLC	Shares	94.9KSH	$9.2M
20	Blackhawk Capital Partners, LLC	Shares	73.2KSH	$7.1M
21	Park Edge Advisors, LLC	Shares	63.5KSH	$6.1M
22	Monument Capital Management	Shares	57.2KSH	$5.5M
23	Commonwealth Financial Services, LLC	Shares	51.5KSH	$5.0M
24	EXCHANGE TRADED CONCEPTS, LLC	Shares	48.3KSH	$4.7M
25	IFP Advisors, Inc	Shares	45.7KSH	$4.4M
26	Friedenthal Financial	Shares	45.0KSH	$4.3M
27	Rinkey Investments	Shares	40.8KSH	$3.9M
28	Sharper & Granite LLC	Shares	40.8KSH	$3.9M
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.7KSH	$3.9M
30	COLTON GROOME FINANCIAL ADVISORS, LLC	Shares	40.6KSH	$3.9M
31	Crossmark Global Holdings, Inc.	Shares	39.5KSH	$3.8M
32	Merit Financial Group, LLC	Shares	38.7KSH	$3.7M
33	Great Diamond Partners, LLC	Shares	36.6KSH	$3.5M
34	NWAM LLC	Shares	33.9KSH	$3.3M
35	Farrell Financial LLC	Shares	32.1KSH	$3.1M
36	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	28.1KSH	$2.7M
37	CENTRAL BANK & TRUST CO	Shares	27.7KSH	$2.7M
38	Gladwyn Financial Advisors, Inc.	Shares	27.6KSH	$2.7M
39	Sincerus Advisory, LLC	Shares	26.5KSH	$2.6M
40	Pacific Excel Wealth Advisors, Inc.	Shares	26.3KSH	$2.5M
41	Beta Wealth Group, Inc.	Shares	25.9KSH	$2.5M
42	ALTERNA WEALTH MANAGEMENT, INC	Shares	24.7KSH	$2.4M
43	Rosenberg Matthew Hamilton	Shares	24.1KSH	$2.3M
44	Columbus Macro, LLC	Shares	23.9KSH	$2.3M
45	Wealth Advisory Solutions, LLC	Shares	23.4KSH	$2.3M
46	Martel Wealth Advisors LLC	Shares	23.4KSH	$2.3M
47	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	22.7KSH	$2.2M
48	Farther Finance Advisors, LLC	Shares	22.2KSH	$2.1M
49	Lake Hills Wealth Management, LLC	Shares	21.4KSH	$2.1M
50	Braun-Bostich & Associates Inc.	Shares	19.9KSH	$1.9M

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

50 / 268 loaded

#		Instrument
1	Nationwide Fund Advisors added	Shares	+3.4M	+$76.8M	$279.3M
2	Ocean Park Asset Management, LLC new	Shares	+693.6K	+$66.9M	$66.9M
3	QUATTRO FINANCIAL ADVISORS LLC added	Shares	+102.6K	+$9.9M	$11.1M
4	Vertex Investment Solutions Co., Ltd. added	Shares	+95.9K	+$9.4M	$11.9M
5	Blackhawk Capital Partners, LLC new	Shares	+73.2K	+$7.1M	$7.1M
6	Union Bancaire Privee, UBP SA added	Shares	+65.5K	+$6.6M	$13.8M
7	SigFig Wealth Management, LLC added	Shares	+31.2K	+$5.6M	$90.8M
8	Factor Wealth Management LTD added	Shares	+50.8K	+$5.2M	$16.2M
9	Commonwealth Financial Services, LLC new	Shares	+51.5K	+$5.0M	$5.0M
10	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+48.3K	+$4.7M	$4.7M
11	Friedenthal Financial added	Shares	+44.9K	+$4.3M	$4.3M
12	Apella Capital, LLC added	Shares	+39.2K	+$3.5M	$31.2M
13	Stairway Partners, LLC added	Shares	+22.3K	+$2.8M	$25.5M
14	Pacific Excel Wealth Advisors, Inc. new	Shares	+26.3K	+$2.5M	$2.5M
15	Lake Hills Wealth Management, LLC new	Shares	+21.4K	+$2.1M	$2.1M
16	ALTERNA WEALTH MANAGEMENT, INC added	Shares	+19.0K	+$1.8M	$2.4M
17	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+8.6K	+$1.4M	$23.1M
18	Retirement Investment Advisors, Inc. added	Shares	+17.1K	+$1.4M	$29.4M
19	Shum Financial Group, Inc. new	Shares	+11.6K	+$1.1M	$1.1M
20	FUKOKU MUTUAL LIFE INSURANCE CO unchanged	Shares	0	+$853.4K	$32.8M
21	Sage Investment Advisers LLC added	Shares	+7.4K	+$725.9K	$1.1M
22	Monument Capital Management added	Shares	+4.6K	+$577.7K	$5.5M
23	Ryan Investment Management, Inc. new	Shares	+5.2K	+$500.1K	$500.1K
24	FIRST HORIZON CORP added	Shares	+5.2K	+$498.2K	$544.1K
25	COUNTRY TRUST BANK added	Shares	+1.5K	+$480.1K	$13.0M
26	Omega Financial Group, LLC added	Shares	+2.5K	+$475.7K	$9.2M
27	Wealth Advisory Solutions, LLC added	Shares	+4.0K	+$437.7K	$2.3M
28	JAMES INVESTMENT RESEARCH, INC. new	Shares	+4.5K	+$431.5K	$431.5K
29	Park Edge Advisors, LLC added	Shares	+2.8K	+$421.8K	$6.1M
30	PEAK FINANCIAL ADVISORS LLC added	Shares	+839	+$374.8K	$11.4M
31	HBW ADVISORY SERVICES LLC new	Shares	+3.2K	+$313.3K	$313.3K
32	Unique Wealth Strategies, LLC added	Shares	+2.8K	+$293.7K	$1.1M
33	Great Diamond Partners, LLC added	Shares	+1.9K	+$267.2K	$3.5M
34	J.W. COLE ADVISORS, INC. new	Shares	+2.7K	+$263.6K	$263.6K
35	Spire Wealth Management trimmed	Shares	-663	+$260.3K	$12.4M
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.8K	+$253.3K	$3.9M
37	Gladwyn Financial Advisors, Inc. added	Shares	+1.7K	+$233.0K	$2.7M
38	Revolve Wealth Partners, LLC new	Shares	+2.4K	+$228.1K	$228.1K
39	Rosenberg Matthew Hamilton added	Shares	+1.6K	+$213.4K	$2.3M
40	Sincerus Advisory, LLC added	Shares	+1.5K	+$209.9K	$2.6M
41	Sharper & Granite LLC added	Shares	+1.1K	+$201.1K	$3.9M
42	Farrell Financial LLC added	Shares	+1.2K	+$192.9K	$3.1M
43	SBI Securities Co., Ltd. added	Shares	+1.4K	+$168.0K	$1.3M
44	Elevated Financial Group LLC added	Shares	+1.2K	+$161.4K	$1.7M
45	CENTRAL BANK & TRUST CO added	Shares	+959	+$159.7K	$2.7M
46	GAMMA Investing LLC added	Shares	+1.6K	+$154.1K	$256.4K
47	Unison Advisors LLC added	Shares	+1.1K	+$148.6K	$1.8M
48	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.2K	+$144.5K	$1.2M
49	ARVEST INVESTMENTS, INC. added	Shares	+1.0K	+$142.9K	$1.8M
50	COLTON GROOME FINANCIAL ADVISORS, LLC added	Shares	+353	+$135.0K	$3.9M

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