Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

50 / 325 loaded

#		Instrument	quantity
1	EASTERN BANK	Shares	1.1MSH	$117.4M
2	Avidian Wealth Enterprises, LLC	Shares	1.1MSH	$109.3M
3	Composition Wealth, LLC	Shares	920.9KSH	$94.2M
4	Myriad Asset Management Advisors LLC	Shares	665.1KSH	$68.0M
5	ANDERSON HOAGLAND & CO	Shares	651.5KSH	$66.6M
6	Hughes Financial Services, LLC	Shares	648.0KSH	$66.3M
7	Farther Finance Advisors, LLC	Shares	614.5KSH	$62.9M
8	Aprio Wealth Management, LLC	Shares	605.7KSH	$62.0M
9	TRUE Private Wealth Advisors	Shares	491.2KSH	$50.2M
10	Oakworth Capital, Inc.	Shares	474.4KSH	$47.8M
11	Mirae Asset Global Investments Co., Ltd.	Shares	429.2KSH	$43.9M
12	Heck Capital Advisors, LLC	Shares	311.7KSH	$31.9M
13	SMI Advisory Services, LLC	Shares	274.1KSH	$27.5M
14	Atlantic Edge Private Wealth Management, LLC	Shares	250.1KSH	$25.6M
15	Columbia Bank	Shares	241.1KSH	$24.7M
16	Wealthcare Advisory Partners LLC	Shares	234.1KSH	$23.9M
17	MinichMacGregor Wealth Management, LLC	Shares	223.3KSH	$22.8M
18	CORA CAPITAL ADVISORS LLC	Shares	220.2KSH	$22.5M
19	COURIER CAPITAL LLC	Shares	215.2KSH	$22.0M
20	NEW WAVE WEALTH ADVISORS LLC	Shares	211.4KSH	$21.6M
21	CHATHAM CAPITAL GROUP, INC.	Shares	209.3KSH	$21.4M
22	ARKANSAS FINANCIAL GROUP, INC.	Shares	180.5KSH	$18.5M
23	FLC Capital Advisors	Shares	166.5KSH	$17.0M
24	Focus Financial Network, Inc.	Shares	164.3KSH	$16.8M
25	Financial Partners Group, Inc	Shares	141.2KSH	$14.4M
26	CENTRAL BANK & TRUST CO	Shares	141.1KSH	$14.4M
27	Retirement Management Systems Inc.	Shares	135.0KSH	$13.8M
28	Kozak & Associates, Inc.	Shares	139.7KSH	$13.8M
29	Townsend & Associates, Inc	Shares	143.1KSH	$13.1M
30	Nelson Capital Management, LLC	Shares	122.9KSH	$12.6M
31	Fifth Third Wealth Advisors LLC	Shares	119.7KSH	$12.2M
32	Fiduciary Alliance LLC	Shares	111.8KSH	$11.4M
33	Myriad Asset Management US LP	Shares	111.0KSH	$11.4M
34	Darwin Wealth Management, LLC	Shares	110.6KSH	$11.3M
35	High Note Wealth, LLC	Shares	99.8KSH	$10.2M
36	Matthew Goff Investment Advisor, LLC	Shares	96.2KSH	$9.8M
37	Forthright Family Wealth Advisory LLC	Shares	95.5KSH	$9.8M
38	Sterling Investment Counsel, LLC	Shares	93.7KSH	$9.6M
39	Foundry Financial Group, Inc.	Shares	89.8KSH	$9.2M
40	Fortitude Family Office, LLC	Shares	84.8KSH	$8.7M
41	Sound Stewardship, LLC	Shares	81.9KSH	$8.4M
42	MEITAV INVESTMENT HOUSE LTD	Shares	81.6KSH	$8.3M
43	Norway Savings Bank	Shares	80.7KSH	$8.3M
44	Valeo Financial Advisors, LLC	Shares	80.3KSH	$8.2M
45	Blue Trust, Inc.	Shares	79.1KSH	$8.1M
46	Refined Wealth Management	Shares	77.5KSH	$7.9M
47	MBL Wealth, LLC	Shares	76.8KSH	$7.9M
48	Systelligence, LLC	Shares	76.2KSH	$7.8M
49	Montecito Bank & Trust	Shares	74.0KSH	$7.6M
50	Envision Financial LLC	Shares	73.1KSH	$7.5M

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

50 / 332 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. added	Shares	+418.3K	+$43.1M	$43.9M
2	SMI Advisory Services, LLC added	Shares	+262.5K	+$26.5M	$27.5M
3	Avidian Wealth Enterprises, LLC added	Shares	+9.6K	+$26.0M	$109.3M
4	Heck Capital Advisors, LLC added	Shares	+232.0K	+$25.6M	$31.9M
5	Oakworth Capital, Inc. added	Shares	+115.0K	+$19.5M	$47.8M
6	Composition Wealth, LLC trimmed	Shares	-35.2K	+$19.0M	$94.2M
7	EASTERN BANK trimmed	Shares	-125.3K	+$17.3M	$117.4M
8	ANDERSON HOAGLAND & CO added	Shares	+1.8K	+$15.5M	$66.6M
9	Farther Finance Advisors, LLC added	Shares	+16.6K	+$15.3M	$62.9M
10	Kozak & Associates, Inc. new	Shares	+139.7K	+$13.8M	$13.8M
11	NEW WAVE WEALTH ADVISORS LLC added	Shares	+106.3K	+$13.4M	$21.6M
12	Atlantic Edge Private Wealth Management, LLC added	Shares	+76.2K	+$11.9M	$25.6M
13	Aprio Wealth Management, LLC trimmed	Shares	-39.0K	+$11.3M	$62.0M
14	Hughes Financial Services, LLC trimmed	Shares	-72.8K	+$9.6M	$66.3M
15	Myriad Asset Management Advisors LLC trimmed	Shares	-79.2K	+$9.5M	$68.0M
16	Forthright Family Wealth Advisory LLC added	Shares	+74.0K	+$8.5M	$9.8M
17	Systelligence, LLC new	Shares	+76.2K	+$7.8M	$7.8M
18	CHATHAM CAPITAL GROUP, INC. added	Shares	+28.1K	+$7.2M	$21.4M
19	ABSOLUTE CAPITAL MANAGEMENT, LLC new	Shares	+67.0K	+$6.9M	$6.9M
20	Columbia Bank added	Shares	+13.4K	+$6.8M	$24.7M
21	COURIER CAPITAL LLC added	Shares	+7.2K	+$5.7M	$22.0M
22	CORA CAPITAL ADVISORS LLC added	Shares	+3.3K	+$5.5M	$22.5M
23	Wealthcare Advisory Partners LLC trimmed	Shares	-4.1K	+$5.2M	$23.9M
24	Financial Partners Group, Inc added	Shares	+16.8K	+$4.7M	$14.4M
25	a16z Perennial Management, L.P. new	Shares	+39.8K	+$4.1M	$4.1M
26	MinichMacGregor Wealth Management, LLC trimmed	Shares	-21.6K	+$3.6M	$22.8M
27	TRUE Private Wealth Advisors trimmed	Shares	-104.3K	+$3.4M	$50.2M
28	Fifth Third Wealth Advisors LLC added	Shares	+6.7K	+$3.4M	$12.2M
29	FLC Capital Advisors trimmed	Shares	-7.9K	+$3.3M	$17.0M
30	CENTRAL BANK & TRUST CO trimmed	Shares	-4.4K	+$3.0M	$14.4M
31	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+19.8K	+$2.9M	$5.7M
32	Fortis Group Advisors, LLC added	Shares	+26.8K	+$2.8M	$3.6M
33	Darwin Wealth Management, LLC added	Shares	+1.1K	+$2.7M	$11.3M
34	Nelson Capital Management, LLC trimmed	Shares	-2.7K	+$2.7M	$12.6M
35	Envestnet Portfolio Solutions, Inc. added	Shares	+22.9K	+$2.6M	$3.4M
36	Fortitude Family Office, LLC added	Shares	+5.9K	+$2.5M	$8.7M
37	High Note Wealth, LLC added	Shares	+937	+$2.4M	$10.2M
38	Retirement Management Systems Inc. trimmed	Shares	-11.3K	+$2.3M	$13.8M
39	Sterling Investment Counsel, LLC added	Shares	+394	+$2.2M	$9.6M
40	Matthew Goff Investment Advisor, LLC trimmed	Shares	-507	+$2.2M	$9.8M
41	MEITAV INVESTMENT HOUSE LTD added	Shares	+3.5K	+$2.2M	$8.3M
42	Montecito Bank & Trust added	Shares	+4.0K	+$2.1M	$7.6M
43	ARQ WEALTH ADVISORS, LLC added	Shares	+12.9K	+$2.0M	$6.1M
44	Norway Savings Bank added	Shares	+519	+$1.9M	$8.3M
45	EverSource Wealth Advisors, LLC added	Shares	+11.6K	+$1.9M	$4.5M
46	Prospera Financial Services Inc added	Shares	+13.6K	+$1.9M	$3.5M
47	Refined Wealth Management added	Shares	+49	+$1.8M	$7.9M
48	Foundry Financial Group, Inc. trimmed	Shares	-3.7K	+$1.8M	$9.2M
49	ARKANSAS FINANCIAL GROUP, INC. trimmed	Shares	-16.3K	+$1.8M	$18.5M
50	Envision Financial LLC trimmed	Shares	-514	+$1.7M	$7.5M

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