Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

46 / 46 loaded

#		Instrument	quantity
1	Catalyst Capital Advisors LLC	Shares	339.9KSH	$25.6M
2	Millburn Ridgefield LLC /DE/	Shares	339.9KSH	$25.6M
3	Randolph Co Inc	Shares	151.6KSH	$11.4M
4	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	27.2KSH	$2.0M
5	Legacy Wealth Partners, LLC	Shares	25.7KSH	$1.9M
6	BANQUE PICTET & CIE SA	Shares	25.0KSH	$1.9M
7	Y-Intercept (Hong Kong) Ltd	Shares	25.0KSH	$1.9M
8	Balefire, LLC	Shares	22.4KSH	$1.7M
9	Columbus Macro, LLC	Shares	21.0KSH	$1.6M
10	CARY STREET PARTNERS FINANCIAL LLC	Shares	19.7KSH	$1.5M
11	Cobblestone Asset Management LLC	Shares	17.3KSH	$1.3M
12	Tradewinds Capital Management, LLC	Shares	11.7KSH	$878.3K
13	Sidoxia Capital Management, LLC	Shares	11.4KSH	$860.7K
14	SBI Securities Co., Ltd.	Shares	10.8KSH	$813.5K
15	CWC Advisors, LLC.	Shares	9.0KSH	$674.6K
16	Spire Wealth Management	Shares	8.7KSH	$656.8K
17	Value Investment Professionals, LLC	Shares	8.6KSH	$646.7K
18	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	8.1KSH	$608.9K
19	AVALON CAPITAL MANAGEMENT	Shares	7.0KSH	$526.7K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.0KSH	$452.6K
21	MEITAV INVESTMENT HOUSE LTD	Shares	5.4KSH	$409.8K
22	MISSION WEALTH MANAGEMENT, LP	Shares	5.4KSH	$407.2K
23	Miller Global Investments, LLC	Shares	4.9KSH	$366.0K
24	WAYSTONE ADVISORS LLC	Shares	4.6KSH	$345.2K
25	DAVENPORT & Co LLC	Shares	4.4KSH	$328.0K
26	IFP Advisors, Inc	Shares	4.3KSH	$325.0K
27	Composition Wealth, LLC	Shares	4.2KSH	$318.0K
28	Farther Finance Advisors, LLC	Shares	3.9KSH	$294.6K
29	Ignite Planners, LLC	Shares	3.8KSH	$284.4K
30	Corecam Pte. Ltd.	Shares	3.2KSH	$242.4K
31	Fortis Group Advisors, LLC	Shares	3.1KSH	$235.9K
32	Mirae Asset Global Investments Co., Ltd.	Shares	3.1KSH	$233.3K
33	Ifrah Financial Services, Inc.	Shares	2.8KSH	$208.7K
34	Blue Trust, Inc.	Shares	2.5KSH	$191.3K
35	AlphaCentric Advisors LLC	Shares	2.2KSH	$164.8K
36	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.1KSH	$86.6K
37	Triumph Capital Management	Shares	473SH	$35.6K
38	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	300SH	$22.6K
39	WestEnd Advisors, LLC	Shares	253SH	$19.0K
40	Crewe Advisors LLC	Shares	200SH	$15.1K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	125SH	$9.4K
42	True Wealth Design, LLC	Shares	108SH	$8.1K
43	Capital Investment Advisory Services, LLC	Shares	108SH	$8.1K
44	AdvisorNet Financial, Inc	Shares	11SH	$828
45	Cape Investment Advisory, Inc.	Shares	11SH	$828
46	Canal Insurance CO	Shares	10.0KSH	$752

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

50 / 51 loaded

#		Instrument
1	Legacy Wealth Partners, LLC new	Shares	+25.7K	+$1.9M	$1.9M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+25.0K	+$1.9M	$1.9M
3	Balefire, LLC new	Shares	+22.4K	+$1.7M	$1.7M
4	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+19.7K	+$1.5M	$1.5M
5	Catalyst Capital Advisors LLC added	Shares	+16.5K	+$1.3M	$25.6M
6	Millburn Ridgefield LLC /DE/ added	Shares	+16.5K	+$1.3M	$25.6M
7	Value Investment Professionals, LLC new	Shares	+8.6K	+$646.7K	$646.7K
8	Cobblestone Asset Management LLC added	Shares	+7.7K	+$578.8K	$1.3M
9	MEITAV INVESTMENT HOUSE LTD new	Shares	+5.4K	+$409.8K	$409.8K
10	MISSION WEALTH MANAGEMENT, LP new	Shares	+5.4K	+$407.2K	$407.2K
11	WAYSTONE ADVISORS LLC new	Shares	+4.6K	+$345.2K	$345.2K
12	Ignite Planners, LLC new	Shares	+3.8K	+$284.4K	$284.4K
13	Corecam Pte. Ltd. new	Shares	+3.2K	+$242.4K	$242.4K
14	Blue Trust, Inc. new	Shares	+2.5K	+$191.3K	$191.3K
15	Farther Finance Advisors, LLC added	Shares	+2.1K	+$154.6K	$294.6K
16	Composition Wealth, LLC added	Shares	+765	+$57.8K	$318.0K
17	IFP Advisors, Inc added	Shares	+671	+$50.7K	$325.0K
18	DAVENPORT & Co LLC added	Shares	+609	+$46.0K	$328.0K
19	Columbus Macro, LLC added	Shares	+296	+$23.1K	$1.6M
20	WestEnd Advisors, LLC new	Shares	+253	+$19.0K	$19.0K
21	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+217	+$16.6K	$608.9K
22	AlphaCentric Advisors LLC added	Shares	+130	+$9.9K	$164.8K
23	Randolph Co Inc added	Shares	+38	+$8.9K	$11.4M
24	Sidoxia Capital Management, LLC added	Shares	+85	+$6.9K	$860.7K
25	AVALON CAPITAL MANAGEMENT added	Shares	+78	+$6.1K	$526.7K
26	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+65	+$4.9K	$86.6K
27	BANQUE PICTET & CIE SA unchanged	Shares	0	+$1.0K	$1.9M
28	Cape Investment Advisory, Inc. new	Shares	+11	+$828	$828
29	Capital Investment Advisory Services, LLC added	Shares	+8	+$606	$8.1K
30	Canal Insurance CO added	Shares	+6.5K	+$489	$752
31	Spire Wealth Management added	Shares	+1	+$449	$656.8K
32	Ifrah Financial Services, Inc. added	Shares	+2	+$225	$208.7K
33	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$124	$233.3K
34	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$12	$22.6K
35	Crewe Advisors LLC unchanged	Shares	0	+$8	$15.1K
36	True Wealth Design, LLC unchanged	Shares	0	+$5	$8.1K
37	AdvisorNet Financial, Inc unchanged	Shares	0	$0	$828
38	Triumph Capital Management trimmed	Shares	-57	-$4.3K	$35.6K
39	Miller Global Investments, LLC trimmed	Shares	-65	-$4.7K	$366.0K
40	Sound Income Strategies, LLC exited	Shares	-64	-$4.9K	$0
41	Fortis Group Advisors, LLC trimmed	Shares	-25	-$5.6K	$235.9K
42	Berbice Capital Management LLC exited	Shares	-200	-$15.0K	$0
43	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-182	-$21.4K	$452.6K
44	CWC Advisors, LLC. trimmed	Shares	-303	-$22.4K	$674.6K
45	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-1.2K	-$86.9K	$0
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-1.3K	-$102.0K	$9.4K
47	SBI Securities Co., Ltd. trimmed	Shares	-1.8K	-$131.4K	$813.5K
48	Vanguard Capital Wealth Advisors exited	Shares	-4.9K	-$368.6K	$0
49	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-12.9K	-$966.4K	$2.0M
50	SeaCrest Wealth Management, LLC exited	Shares	-19.0K	-$1.4M	$0

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