Filing Research | ISHARES TR CORE MSCI EURO Institutional Holdings

Snapshot holdings

50 / 111 loaded

#		Instrument	quantity
1	WestEnd Advisors, LLC	Shares	4.8MSH	$364.0M
2	Mirae Asset Global Investments Co., Ltd.	Shares	1.2MSH	$90.7M
3	TRUE Private Wealth Advisors	Shares	541.3KSH	$40.7M
4	BENJAMIN EDWARDS INC	Shares	507.0KSH	$38.1M
5	Ballentine Partners, LLC	Shares	231.0KSH	$17.4M
6	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	229.2KSH	$17.2M
7	Tanager Wealth Management LLP	Shares	176.0KSH	$13.2M
8	Integris Wealth Management, LLC	Shares	134.2KSH	$10.1M
9	DAVENPORT & Co LLC	Shares	128.6KSH	$9.7M
10	ACIMA PRIVATE WEALTH, LLC	Shares	86.5KSH	$6.5M
11	Buska Wealth Management, LLC	Shares	84.8KSH	$6.4M
12	Pictet North America Advisors SA	Shares	68.5KSH	$5.2M
13	Envestnet Portfolio Solutions, Inc.	Shares	64.3KSH	$4.8M
14	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	59.7KSH	$4.5M
15	Prospera Financial Services Inc	Shares	58.9KSH	$4.4M
16	Apollon Wealth Management, LLC	Shares	55.8KSH	$4.2M
17	Sequoia Financial Advisors, LLC	Shares	51.3KSH	$3.9M
18	Arista Wealth Management, LLC	Shares	50.7KSH	$3.8M
19	Roof Eidam Maycock Peralta, LLC	Shares	49.7KSH	$3.7M
20	Israel Discount Bank of New York	Shares	42.2KSH	$3.2M
21	Ahara Advisors LLC	Shares	703.1KSH	$2.9M
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.7KSH	$2.7M
23	PENOBSCOT WEALTH MANAGEMENT	Shares	35.1KSH	$2.6M
24	Dogwood Wealth Management LLC	Shares	32.0KSH	$2.4M
25	GC Wealth Management RIA, LLC	Shares	31.7KSH	$2.4M
26	Burton Enright Welch	Shares	28.9KSH	$2.2M
27	Roan Capital Partners	Shares	26.7KSH	$2.0M
28	Composition Wealth, LLC	Shares	23.8KSH	$1.8M
29	HARRELL INVESTMENT PARTNERS, LLC	Shares	23.4KSH	$1.8M
30	Balefire, LLC	Shares	23.1KSH	$1.7M
31	Tradewinds Capital Management, LLC	Shares	22.5KSH	$1.7M
32	FIDUCIARY FINANCIAL GROUP, LLC	Shares	21.8KSH	$1.6M
33	Versant Capital Management, Inc	Shares	21.4KSH	$1.6M
34	Sharper & Granite LLC	Shares	20.4KSH	$1.5M
35	ORBA Wealth Advisors, L.L.C.	Shares	20.4KSH	$1.5M
36	LVZ, Inc.	Shares	17.8KSH	$1.3M
37	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	14.5KSH	$1.1M
38	ARKANSAS FINANCIAL GROUP, INC.	Shares	13.4KSH	$1.0M
39	DARA CAPITAL US, INC.	Shares	12.9KSH	$968.9K
40	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	12.4KSH	$933.9K
41	PRESILIUM PRIVATE WEALTH, LLC	Shares	12.3KSH	$921.6K
42	Farther Finance Advisors, LLC	Shares	12.1KSH	$911.5K
43	BFI Infinity Ltd.	Shares	12.0KSH	$904.1K
44	Harbour Capital Advisors, LLC	Shares	10.8KSH	$812.9K
45	FIRST CITIZENS BANK & TRUST CO	Shares	10.2KSH	$768.6K
46	Wedmont Private Capital	Shares	9.4KSH	$705.5K
47	WAYSTONE ADVISORS LLC	Shares	9.4KSH	$704.3K
48	J2 Capital Management Inc	Shares	9.0KSH	$680.1K
49	WATERSHED PRIVATE WEALTH LLC	Shares	7.8KSH	$589.6K
50	CARY STREET PARTNERS FINANCIAL LLC	Shares	7.3KSH	$550.8K

Scroll to load more

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

50 / 117 loaded

#		Instrument
1	WestEnd Advisors, LLC added	Shares	+998.0K	+$93.9M	$364.0M
2	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-7.2K	+$5.4M	$90.7M
3	Apollon Wealth Management, LLC added	Shares	+48.0K	+$3.6M	$4.2M
4	DAVENPORT & Co LLC added	Shares	+33.8K	+$3.0M	$9.7M
5	Tanager Wealth Management LLP added	Shares	+22.4K	+$2.4M	$13.2M
6	Ahara Advisors LLC added	Shares	+694.7K	+$2.3M	$2.9M
7	TRUE Private Wealth Advisors trimmed	Shares	-6.2K	+$2.2M	$40.7M
8	GC Wealth Management RIA, LLC added	Shares	+27.7K	+$2.1M	$2.4M
9	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+11.8K	+$2.0M	$17.2M
10	BENJAMIN EDWARDS INC trimmed	Shares	-13.7K	+$1.5M	$38.1M
11	LVZ, Inc. new	Shares	+17.8K	+$1.3M	$1.3M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+18.1K	+$1.1M	$2.7M
13	Buska Wealth Management, LLC added	Shares	+8.1K	+$986.3K	$6.4M
14	Ballentine Partners, LLC trimmed	Shares	-2.9K	+$926.2K	$17.4M
15	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+8.6K	+$900.1K	$4.5M
16	ORBA Wealth Advisors, L.L.C. added	Shares	+10.3K	+$825.8K	$1.5M
17	Integris Wealth Management, LLC trimmed	Shares	-518	+$621.1K	$10.1M
18	Israel Discount Bank of New York added	Shares	+4.6K	+$528.4K	$3.2M
19	Pictet North America Advisors SA added	Shares	+1.3K	+$428.3K	$5.2M
20	Confluence Wealth Services, Inc. new	Shares	+5.0K	+$379.2K	$379.2K
21	Prospera Financial Services Inc added	Shares	+1.2K	+$376.1K	$4.4M
22	NorthCrest Asset Manangement, LLC new	Shares	+4.6K	+$344.6K	$344.6K
23	Avior Wealth Management, LLC new	Shares	+4.3K	+$324.2K	$324.2K
24	ACIMA PRIVATE WEALTH, LLC trimmed	Shares	-1.6K	+$308.3K	$6.5M
25	PENOBSCOT WEALTH MANAGEMENT added	Shares	+1.8K	+$299.3K	$2.6M
26	Arista Wealth Management, LLC unchanged	Shares	0	+$248.3K	$3.8M
27	WAYSTONE ADVISORS LLC added	Shares	+2.5K	+$223.7K	$704.3K
28	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new	Shares	+2.9K	+$217.8K	$217.8K
29	HARRELL INVESTMENT PARTNERS, LLC added	Shares	+1.4K	+$211.8K	$1.8M
30	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.4K	+$137.3K	$550.8K
31	Balefire, LLC added	Shares	+225	+$128.9K	$1.7M
32	Tradewinds Capital Management, LLC added	Shares	+14	+$111.2K	$1.7M
33	Versant Capital Management, Inc unchanged	Shares	0	+$104.8K	$1.6M
34	Redhawk Wealth Advisors, Inc. added	Shares	+1.0K	+$98.3K	$413.9K
35	Dogwood Wealth Management LLC trimmed	Shares	-836	+$98.0K	$2.4M
36	FIDUCIARY FINANCIAL GROUP, LLC trimmed	Shares	-196	+$92.9K	$1.6M
37	Roan Capital Partners trimmed	Shares	-556	+$91.5K	$2.0M
38	Sharper & Granite LLC trimmed	Shares	-225	+$84.1K	$1.5M
39	Composition Wealth, LLC trimmed	Shares	-615	+$73.5K	$1.8M
40	DARA CAPITAL US, INC. unchanged	Shares	0	+$63.2K	$968.9K
41	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. added	Shares	+21	+$62.3K	$933.9K
42	ARKANSAS FINANCIAL GROUP, INC. added	Shares	+590	+$59.5K	$1.0M
43	Burton Enright Welch trimmed	Shares	-1.2K	+$58.3K	$2.2M
44	FIRST CITIZENS BANK & TRUST CO unchanged	Shares	0	+$50.1K	$768.6K
45	Hoxton Planning & Management, LLC added	Shares	+261	+$47.9K	$453.1K
46	B. Riley Wealth Advisors, Inc. added	Shares	+124	+$46.9K	$431.3K
47	Cordoba Advisory Partners LLC added	Shares	+277	+$44.8K	$389.2K
48	BFI Infinity Ltd. trimmed	Shares	-227	+$43.0K	$904.1K
49	WATERSHED PRIVATE WEALTH LLC unchanged	Shares	0	+$38.4K	$589.6K
50	Blue Trust, Inc. added	Shares	+68	+$35.4K	$469.9K

Scroll to load more