Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	114.8KSH	$6.2M
2	Kelly Financial Services LLC	Shares	67.2KSH	$3.6M
3	Patriot Financial Group Insurance Agency, LLC	Shares	48.9KSH	$2.6M
4	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	24.6KSH	$1.3M
5	ShoreHaven Wealth Partners, LLC	Shares	13.8KSH	$744.5K
6	Synergy Asset Management, LLC	Shares	9.9KSH	$532.5K
7	Sequoia Financial Advisors, LLC	Shares	9.3KSH	$503.3K
8	Insight Wealth Strategies, LLC	Shares	8.0KSH	$427.1K
9	Global View Capital Management LLC	Shares	7.8KSH	$422.5K
10	EHRLICH FINANCIAL GROUP	Shares	5.2KSH	$278.3K
11	WETZEL INVESTMENT ADVISORS, INC.	Shares	4.5KSH	$242.0K
12	Two West Capital Advisors LLC	Shares	4.5KSH	$237.8K
13	Cambridge Financial Group, LLC	Shares	3.8KSH	$202.6K
14	Farther Finance Advisors, LLC	Shares	1.0KSH	$56.3K
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	736SH	$39.5K
16	Vision Retirement, LLC	Shares	658SH	$35.4K
17	LGT Financial Advisors LLC	Shares	241SH	$13.0K
18	Pflug Koory, LLC	Shares	86SH	$4.6K
19	IFP Advisors, Inc	Shares	75SH	$4.0K
20	PARK AVENUE SECURITIES LLC	Shares	32.4KSH	$1.7K

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

20 / 20 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. added	Shares	+23.4K	+$1.4M	$6.2M
2	Global View Capital Management LLC new	Shares	+7.8K	+$422.5K	$422.5K
3	EHRLICH FINANCIAL GROUP new	Shares	+5.2K	+$278.3K	$278.3K
4	WETZEL INVESTMENT ADVISORS, INC. new	Shares	+4.5K	+$242.0K	$242.0K
5	Two West Capital Advisors LLC new	Shares	+4.5K	+$237.8K	$237.8K
6	Cambridge Financial Group, LLC new	Shares	+3.8K	+$202.6K	$202.6K
7	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+1.9K	+$135.2K	$1.3M
8	Synergy Asset Management, LLC added	Shares	+1.4K	+$84.8K	$532.5K
9	Kelly Financial Services LLC trimmed	Shares	-822	+$57.0K	$3.6M
10	Farther Finance Advisors, LLC new	Shares	+1.0K	+$56.3K	$56.3K
11	Vision Retirement, LLC new	Shares	+658	+$35.4K	$35.4K
12	ShoreHaven Wealth Partners, LLC added	Shares	+129	+$26.1K	$744.5K
13	Insight Wealth Strategies, LLC added	Shares	+267	+$23.1K	$427.1K
14	IFP Advisors, Inc added	Shares	+17	+$997	$4.0K
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$773	$39.5K
16	LGT Financial Advisors LLC unchanged	Shares	0	+$336	$13.0K
17	PARK AVENUE SECURITIES LLC added	Shares	+5.3K	+$324	$1.7K
18	Pflug Koory, LLC unchanged	Shares	0	+$120	$4.6K
19	Sequoia Financial Advisors, LLC trimmed	Shares	-1.3K	-$56.1K	$503.3K
20	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-42.3K	-$2.1M	$2.6M