Filing Research | ISHARES INC Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Brookwood Investment Group LLC	Shares	66.7KSH	$2.9M
2	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	20.2KSH	$893.1K
3	Farrell Financial LLC	Shares	11.6KSH	$513.3K
4	WORMSER FRERES GESTION	Shares	1.5KSH	$66.2K
5	IFP Advisors, Inc	Shares	1.4KSH	$61.8K
6	Spire Wealth Management	Shares	200SH	$8.8K
7	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	10SH	$441
8	Farther Finance Advisors, LLC	Shares	8SH	$368
9	Bear Mountain Capital, Inc.	Shares	7SH	$310
10	CX Institutional	Shares	542SH	$24

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

13 / 13 loaded

#		Instrument
1	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+1.0K	+$22.4K	$893.1K
2	Farrell Financial LLC added	Shares	+512	+$10.0K	$513.3K
3	Spire Wealth Management new	Shares	+200	+$8.8K	$8.8K
4	Bear Mountain Capital, Inc. new	Shares	+7	+$310	$310
5	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$11	$441
6	Farther Finance Advisors, LLC unchanged	Shares	0	-$13	$368
7	Abound Wealth Management exited	Shares	-3	-$158	$0
8	CX Institutional trimmed	Shares	-9.4K	-$427	$24
9	IFP Advisors, Inc unchanged	Shares	0	-$1.6K	$61.8K
10	WORMSER FRERES GESTION unchanged	Shares	0	-$2.5K	$66.2K
11	Sound Income Strategies, LLC exited	Shares	-593	-$27.0K	$0
12	Ferguson Shapiro LLC exited	Shares	-4.9K	-$220.5K	$0
13	Brookwood Investment Group LLC trimmed	Shares	-36.9K	-$1.7M	$2.9M

Filing Research | ISHARES INC Institutional Holdings