Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	526.5KSH	$106.7M
2	LTS Liquid Investments LLC	Shares	253.7KSH	$51.4M
3	Pictet North America Advisors SA	Shares	173.5KSH	$35.2M
4	P/E Global LLC	Shares	146.5KSH	$29.7M
5	Mirae Asset Global Investments Co., Ltd.	Shares	115.8KSH	$23.5M
6	Arizona PSPRS Trust	PUT	109.4KSH	$22.2M
7	Empire Life Investments Inc.	Shares	70.6KSH	$14.3M
8	Keystone Global Partners, LLC	Shares	70.5KSH	$14.3M
9	Fulcrum Equity Management	Shares	46.2KSH	$9.4M
10	B. Riley Wealth Advisors, Inc.	Shares	36.8KSH	$7.4M
11	BANQUE PICTET & CIE SA	Shares	31.2KSH	$6.3M
12	LAVELLE CAPITAL LP	Shares	25.7KSH	$5.2M
13	PKO Investment Management Joint-Stock Co	Shares	24.8KSH	$5.0M
14	Sequoia Financial Advisors, LLC	Shares	19.9KSH	$4.0M
15	FIFTH THIRD SECURITIES, INC.	Shares	16.5KSH	$3.3M
16	Hyposwiss Advisors SA	Shares	15.1KSH	$3.1M
17	Asset Advisory Group, Inc.	Shares	13.4KSH	$2.7M
18	FISCHER INVESTMENT STRATEGIES, LLC	Shares	11.7KSH	$2.4M
19	DARA CAPITAL US, INC.	Shares	10.4KSH	$2.1M
20	CIDEL ASSET MANAGEMENT INC	Shares	6.3KSH	$1.3M
21	MEITAV INVESTMENT HOUSE LTD	Shares	6.3KSH	$1.3M
22	Union Bancaire Privee, UBP SA	Shares	6.5KSH	$1.2M
23	Avior Wealth Management, LLC	Shares	5.3KSH	$1.1M
24	Strategic Blueprint, LLC	Shares	4.1KSH	$826.8K
25	Valeo Financial Advisors, LLC	Shares	4.1KSH	$824.3K
26	Arlington Financial Advisors, LLC	Shares	3.0KSH	$602.9K
27	MISSION WEALTH MANAGEMENT, LP	Shares	2.8KSH	$562.9K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.3KSH	$468.8K
29	Farther Finance Advisors, LLC	Shares	2.2KSH	$441.6K
30	Arbor Investment Advisors, LLC	Shares	2.1KSH	$434.6K
31	Noble Wealth Partners LLC	Shares	1.9KSH	$382.3K
32	BFI Infinity Ltd.	Shares	1.8KSH	$362.8K
33	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.8KSH	$362.4K
34	Unique Wealth Strategies, LLC	Shares	1.8KSH	$355.4K
35	J.W. COLE ADVISORS, INC.	Shares	1.7KSH	$344.0K
36	Kesler, Norman & Wride, LLC	Shares	1.7KSH	$341.7K
37	Horst & Graben Wealth Management LLC	Shares	1.6KSH	$326.2K
38	INDEPENDENT FINANCIAL GROUP, LLC	Shares	1.6KSH	$322.3K
39	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	1.4KSH	$289.2K
40	BCS Wealth Management	Shares	1.4KSH	$288.6K
41	Rathbones Group PLC	Shares	1.3KSH	$272.6K
42	ASPIRIANT, LLC	Shares	1.2KSH	$238.3K
43	Allegheny Financial Group	Shares	1.2KSH	$233.9K
44	Holos Integrated Wealth LLC	Shares	1.1KSH	$224.7K
45	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	1.0KSH	$206.9K
46	Intesa Sanpaolo Wealth Management	Shares	860SH	$174.3K
47	Brown Shipley& Co Ltd	Shares	390SH	$79.0K
48	WEBSTER BANK, N. A.	Shares	300SH	$60.8K
49	Evensky & Katz LLC	Shares	289.1KSH	$58.6K
50	Activest Wealth Management	Shares	288SH	$58.4K

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

50 / 61 loaded

#		Instrument
1	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+118.5K	+$33.2M	$106.7M
2	P/E Global LLC new	Shares	+146.5K	+$29.7M	$29.7M
3	LTS Liquid Investments LLC added	Shares	+127.9K	+$28.8M	$51.4M
4	Pictet North America Advisors SA added	Shares	+13.4K	+$6.3M	$35.2M
5	Keystone Global Partners, LLC added	Shares	+20.1K	+$5.2M	$14.3M
6	Arizona PSPRS Trust trimmed	PUT	-2.6K	+$2.0M	$22.2M
7	MEITAV INVESTMENT HOUSE LTD new	Shares	+6.3K	+$1.3M	$1.3M
8	B. Riley Wealth Advisors, Inc. added	Shares	+1.1K	+$1.2M	$7.4M
9	Fulcrum Equity Management unchanged	Shares	0	+$1.0M	$9.4M
10	LAVELLE CAPITAL LP unchanged	Shares	0	+$581.1K	$5.2M
11	PKO Investment Management Joint-Stock Co unchanged	Shares	0	+$561.0K	$5.0M
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+2.3K	+$468.8K	$468.8K
13	Hyposwiss Advisors SA added	Shares	+460	+$424.7K	$3.1M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+1.8K	+$362.4K	$362.4K
15	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-116	+$352.4K	$3.3M
16	J.W. COLE ADVISORS, INC. new	Shares	+1.7K	+$344.0K	$344.0K
17	Kesler, Norman & Wride, LLC new	Shares	+1.7K	+$341.7K	$341.7K
18	Sequoia Financial Advisors, LLC trimmed	Shares	-744	+$316.6K	$4.0M
19	Asset Advisory Group, Inc. added	Shares	+55	+$313.8K	$2.7M
20	Empire Life Investments Inc. trimmed	Shares	-6.5K	+$289.7K	$14.3M
21	BCS Wealth Management new	Shares	+1.4K	+$288.6K	$288.6K
22	DARA CAPITAL US, INC. unchanged	Shares	0	+$235.2K	$2.1M
23	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+1.0K	+$206.9K	$206.9K
24	Intesa Sanpaolo Wealth Management new	Shares	+860	+$174.3K	$174.3K
25	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$157.6K	$1.2M
26	Avior Wealth Management, LLC trimmed	Shares	-32	+$113.6K	$1.1M
27	Strategic Blueprint, LLC unchanged	Shares	0	+$92.3K	$826.8K
28	Valeo Financial Advisors, LLC unchanged	Shares	0	+$92.0K	$824.3K
29	CIDEL ASSET MANAGEMENT INC trimmed	Shares	-280	+$91.7K	$1.3M
30	MISSION WEALTH MANAGEMENT, LP added	Shares	+137	+$87.5K	$562.9K
31	Brown Shipley& Co Ltd new	Shares	+390	+$79.0K	$79.0K
32	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+217	+$71.5K	$289.2K
33	Arlington Financial Advisors, LLC unchanged	Shares	0	+$67.3K	$602.9K
34	BANQUE PICTET & CIE SA trimmed	Shares	-3.7K	+$43.8K	$6.3M
35	BFI Infinity Ltd. unchanged	Shares	0	+$40.3K	$362.8K
36	Unique Wealth Strategies, LLC unchanged	Shares	0	+$39.7K	$355.4K
37	Farther Finance Advisors, LLC trimmed	Shares	-47	+$36.9K	$441.6K
38	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	+$36.0K	$322.3K
39	ASPIRIANT, LLC unchanged	Shares	0	+$26.6K	$238.3K
40	Allegheny Financial Group unchanged	Shares	0	+$26.1K	$233.9K
41	Holos Integrated Wealth LLC unchanged	Shares	0	+$22.9K	$224.7K
42	Horst & Graben Wealth Management LLC unchanged	Shares	0	+$10.7K	$326.2K
43	WEBSTER BANK, N. A. unchanged	Shares	0	+$6.8K	$60.8K
44	Evensky & Katz LLC added	Shares	+1.1K	+$6.7K	$58.6K
45	SIGNATUREFD, LLC unchanged	Shares	0	+$1.7K	$15.0K
46	Financial Management Professionals, Inc. unchanged	Shares	0	+$1.4K	$12.6K
47	IFP Advisors, Inc unchanged	Shares	0	+$475	$4.3K
48	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$136	$1.2K
49	CX Institutional trimmed	Shares	-259	+$45	$819
50	TSFG, LLC unchanged	Shares	0	+$9	$82

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