Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	817.5KSH	$88.8M
2	Catalyst Capital Advisors LLC	Shares	739.8KSH	$80.4M
3	Millburn Ridgefield LLC /DE/	Shares	739.8KSH	$80.4M
4	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	548.4KSH	$59.6M
5	Mirae Asset Global Investments Co., Ltd.	Shares	130.9KSH	$14.2M
6	BANQUE PICTET & CIE SA	Shares	123.8KSH	$13.4M
7	Sava Infond d.o.o.	Shares	67.0KSH	$7.3M
8	Onyx Bridge Wealth Group LLC	Shares	56.7KSH	$6.2M
9	CUMBERLAND ADVISORS INC	Shares	36.9KSH	$4.0M
10	LMCG INVESTMENTS, LLC	Shares	33.9KSH	$3.7M
11	Pictet North America Advisors SA	Shares	32.4KSH	$3.5M
12	Monument Capital Management	Shares	21.8KSH	$2.4M
13	Financial & Tax Architects, LLC	Shares	16.5KSH	$1.8M
14	Blue Trust, Inc.	Shares	14.1KSH	$1.5M
15	Boltwood Capital Management	Shares	14.1KSH	$1.5M
16	DAVENPORT & Co LLC	Shares	13.0KSH	$1.4M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.0KSH	$950.9K
18	MERIDIAN INVESTMENT COUNSEL INC.	Shares	7.2KSH	$779.2K
19	FIDUCIARY FINANCIAL GROUP, LLC	Shares	7.2KSH	$778.2K
20	Miller Global Investments, LLC	Shares	6.6KSH	$719.3K
21	MassMutual Private Wealth & Trust, FSB	Shares	6.5KSH	$704.8K
22	B. Riley Wealth Advisors, Inc.	Shares	6.6KSH	$699.1K
23	Ifrah Financial Services, Inc.	Shares	5.9KSH	$642.1K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	5.3KSH	$565.4K
25	PFG Investments, LLC	Shares	5.1KSH	$553.9K
26	JGP Wealth Management, LLC	Shares	4.2KSH	$459.6K
27	SBI Securities Co., Ltd.	Shares	4.1KSH	$449.0K
28	Portside Wealth Group, LLC	Shares	4.1KSH	$443.5K
29	Roan Capital Partners	Shares	3.9KSH	$420.2K
30	Farther Finance Advisors, LLC	Shares	3.4KSH	$366.2K
31	Berbice Capital Management LLC	Shares	3.0KSH	$326.9K
32	INDEPENDENT FINANCIAL GROUP, LLC	Shares	2.6KSH	$285.6K
33	Merit Financial Group, LLC	Shares	2.3KSH	$250.4K
34	GUIDANCE CAPITAL, INC	Shares	2.5KSH	$247.1K
35	Warren Street Wealth Advisors, LLC	Shares	1.9KSH	$201.7K
36	QRG CAPITAL MANAGEMENT, INC.	Shares	1.8KSH	$200.1K
37	Finley Financial, LLC	Shares	1.7KSH	$189.5K
38	Friedenthal Financial	Shares	1.7KSH	$186.4K
39	AlphaCentric Advisors LLC	Shares	1.7KSH	$181.4K
40	WestEnd Advisors, LLC	Shares	1.6KSH	$173.9K
41	WEBSTER BANK, N. A.	Shares	880SH	$95.6K
42	Rosenberg Matthew Hamilton	Shares	863SH	$93.7K
43	Triumph Capital Management	Shares	863SH	$93.7K
44	CoreCap Advisors, LLC	Shares	556SH	$60.4K
45	Community Financial Services Group, LLC	Shares	497SH	$52.5K
46	Main Street Group, LTD	Shares	408SH	$44.3K
47	IFP Advisors, Inc	Shares	201SH	$21.8K
48	Allied Private Wealth LLC	Shares	148SH	$15.4K
49	Spire Wealth Management	Shares	100SH	$10.9K
50	Register Financial Advisors LLC	Shares	50SH	$5.4K

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

50 / 57 loaded

#		Instrument
1	MEITAV INVESTMENT HOUSE LTD trimmed	Shares	-79.2K	+$25.2M	$88.8M
2	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-77.5K	+$15.2M	$59.6M
3	Catalyst Capital Advisors LLC trimmed	Shares	-235.4K	+$11.2M	$80.4M
4	Millburn Ridgefield LLC /DE/ trimmed	Shares	-235.4K	+$11.2M	$80.4M
5	Onyx Bridge Wealth Group LLC new	Shares	+56.7K	+$6.2M	$6.2M
6	Mirae Asset Global Investments Co., Ltd. added	Shares	+8.3K	+$5.5M	$14.2M
7	Sava Infond d.o.o. added	Shares	+22.1K	+$4.1M	$7.3M
8	BANQUE PICTET & CIE SA trimmed	Shares	-20.4K	+$3.2M	$13.4M
9	Financial & Tax Architects, LLC new	Shares	+16.5K	+$1.8M	$1.8M
10	DAVENPORT & Co LLC new	Shares	+13.0K	+$1.4M	$1.4M
11	CUMBERLAND ADVISORS INC trimmed	Shares	-550	+$1.4M	$4.0M
12	Pictet North America Advisors SA unchanged	Shares	0	+$1.2M	$3.5M
13	LMCG INVESTMENTS, LLC trimmed	Shares	-1.3K	+$1.2M	$3.7M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+9.0K	+$950.9K	$950.9K
15	Monument Capital Management added	Shares	+38	+$822.5K	$2.4M
16	Boltwood Capital Management added	Shares	+2.3K	+$692.7K	$1.5M
17	Blue Trust, Inc. trimmed	Shares	-76	+$526.0K	$1.5M
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+4.3K	+$486.6K	$565.4K
19	Roan Capital Partners new	Shares	+3.9K	+$420.2K	$420.2K
20	Berbice Capital Management LLC new	Shares	+3.0K	+$326.9K	$326.9K
21	Ifrah Financial Services, Inc. added	Shares	+1.3K	+$312.3K	$642.1K
22	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+2.6K	+$285.6K	$285.6K
23	Miller Global Investments, LLC trimmed	Shares	-156	+$238.6K	$719.3K
24	B. Riley Wealth Advisors, Inc. trimmed	Shares	-177	+$231.2K	$699.1K
25	SBI Securities Co., Ltd. added	Shares	+941	+$222.5K	$449.0K
26	FIDUCIARY FINANCIAL GROUP, LLC trimmed	Shares	-726	+$218.6K	$778.2K
27	JGP Wealth Management, LLC added	Shares	+768	+$214.0K	$459.6K
28	Warren Street Wealth Advisors, LLC new	Shares	+1.9K	+$201.7K	$201.7K
29	QRG CAPITAL MANAGEMENT, INC. new	Shares	+1.8K	+$200.1K	$200.1K
30	PFG Investments, LLC unchanged	Shares	0	+$192.2K	$553.9K
31	Farther Finance Advisors, LLC added	Shares	+911	+$188.1K	$366.2K
32	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-879	+$182.2K	$704.8K
33	Portside Wealth Group, LLC added	Shares	+184	+$166.9K	$443.5K
34	MERIDIAN INVESTMENT COUNSEL INC. trimmed	Shares	-1.5K	+$164.0K	$779.2K
35	Finley Financial, LLC unchanged	Shares	0	+$65.8K	$189.5K
36	CoreCap Advisors, LLC new	Shares	+556	+$60.4K	$60.4K
37	Triumph Capital Management added	Shares	+19	+$33.9K	$93.7K
38	WEBSTER BANK, N. A. unchanged	Shares	0	+$33.2K	$95.6K
39	Rosenberg Matthew Hamilton unchanged	Shares	0	+$32.5K	$93.7K
40	Merit Financial Group, LLC trimmed	Shares	-768	+$32.4K	$250.4K
41	Friedenthal Financial trimmed	Shares	-542	+$26.2K	$186.4K
42	AlphaCentric Advisors LLC trimmed	Shares	-533	+$25.1K	$181.4K
43	Community Financial Services Group, LLC unchanged	Shares	0	+$16.9K	$52.5K
44	Main Street Group, LTD unchanged	Shares	0	+$15.4K	$44.3K
45	GUIDANCE CAPITAL, INC trimmed	Shares	-66	+$12.1K	$247.1K
46	IFP Advisors, Inc unchanged	Shares	0	+$7.6K	$21.8K
47	Spire Wealth Management unchanged	Shares	0	+$3.8K	$10.9K
48	Register Financial Advisors LLC unchanged	Shares	0	+$1.9K	$5.4K
49	Mosley Wealth Management new	Shares	+16	+$1.7K	$1.7K
50	Founders Capital Management unchanged	Shares	0	+$1.2K	$3.6K

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