Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

50 / 104 loaded

#		Instrument	quantity
1	SECURIAN ASSET MANAGEMENT, INC	Shares	215.2KSH	$15.3M
2	ANDERSON HOAGLAND & CO	Shares	177.8KSH	$13.4M
3	Symmetry Partners, LLC	Shares	144.7KSH	$10.9M
4	Brookstone Capital Management	Shares	134.8KSH	$10.1M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	108.1KSH	$8.0M
6	Well Done, LLC	Shares	77.0KSH	$5.8M
7	Ifrah Financial Services, Inc.	Shares	56.5KSH	$4.3M
8	Foster Victor Wealth Advisors, LLC	Shares	55.8KSH	$4.1M
9	Apella Capital, LLC	Shares	46.0KSH	$3.4M
10	Good Harbor Advisors, Inc.	Shares	37.5KSH	$2.8M
11	Conservest Capital Advisors, Inc.	Shares	30.7KSH	$2.3M
12	Johnson & White Wealth Management, LLC	Shares	29.8KSH	$2.2M
13	Sequoia Financial Advisors, LLC	Shares	28.7KSH	$2.2M
14	Friedenthal Financial	Shares	28.6KSH	$2.2M
15	YHB Investment Advisors, Inc.	Shares	27.3KSH	$2.1M
16	Hilltop National Bank	Shares	26.7KSH	$2.0M
17	Mayflower Financial Advisors, LLC	Shares	24.0KSH	$1.8M
18	Physician Wealth Advisors, Inc.	Shares	22.6KSH	$1.7M
19	Opus Financial Solutions LLC	Shares	19.9KSH	$1.5M
20	JOHNSON INVESTMENT COUNSEL INC	Shares	19.1KSH	$1.4M
21	ASPIRIANT, LLC	Shares	19.0KSH	$1.4M
22	Shore Point Advisors, LLC	Shares	14.5KSH	$1.1M
23	Strategic Blueprint, LLC	Shares	13.3KSH	$1.0M
24	Foster Group, Inc.	Shares	12.7KSH	$959.3K
25	RIVERCHASE WEALTH MANAGEMENT, LLC	Shares	12.7KSH	$957.4K
26	Cambridge Financial Group, LLC	Shares	11.8KSH	$891.9K
27	Armbruster Capital Management, Inc.	Shares	11.7KSH	$880.8K
28	Bond & Devick Financial Network, Inc.	Shares	10.8KSH	$813.9K
29	Composition Wealth, LLC	Shares	10.2KSH	$769.0K
30	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	Shares	9.6KSH	$723.2K
31	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	8.5KSH	$640.5K
32	Investment Partners Asset Management, Inc.	Shares	8.4KSH	$631.2K
33	Neumann Capital Management, LLC	Shares	8.2KSH	$620.0K
34	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	8.2KSH	$614.6K
35	ASL Financial, LLC	Shares	7.6KSH	$571.6K
36	Farther Finance Advisors, LLC	Shares	7.4KSH	$555.0K
37	Aries Wealth Management	Shares	6.8KSH	$515.2K
38	Rinkey Investments	Shares	6.3KSH	$473.7K
39	EWA, LLC	Shares	6.3KSH	$473.3K
40	BridgePort Financial Solutions, LLC	Shares	6.1KSH	$460.4K
41	IRON Financial LLC	Shares	5.7KSH	$428.6K
42	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	5.6KSH	$423.2K
43	WEBSTER BANK, N. A.	Shares	5.6KSH	$423.2K
44	Heck Capital Advisors, LLC	Shares	5.6KSH	$419.5K
45	D.A. DAVIDSON & CO.	Shares	5.6KSH	$417.9K
46	Merit Financial Group, LLC	Shares	5.5KSH	$417.1K
47	Morton Brown Family Wealth, LLC	Shares	5.4KSH	$406.5K
48	Evanson Financial, LLC	Shares	5.0KSH	$374.7K
49	Roof Eidam Maycock Peralta, LLC	Shares	4.8KSH	$361.7K
50	CUMBERLAND ADVISORS INC	Shares	4.6KSH	$344.0K

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

50 / 108 loaded

#		Instrument
1	Symmetry Partners, LLC added	Shares	+9.7K	+$2.2M	$10.9M
2	ANDERSON HOAGLAND & CO trimmed	Shares	-3.5K	+$1.6M	$13.4M
3	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$1.3M	$15.3M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-822	+$985.6K	$8.0M
5	Well Done, LLC trimmed	Shares	-1.4K	+$724.2K	$5.8M
6	Ifrah Financial Services, Inc. trimmed	Shares	-1.1K	+$523.0K	$4.3M
7	Good Harbor Advisors, Inc. added	Shares	+1.4K	+$484.3K	$2.8M
8	Brookstone Capital Management trimmed	Shares	-16.1K	+$380.1K	$10.1M
9	Opus Financial Solutions LLC added	Shares	+2.3K	+$356.9K	$1.5M
10	Conservest Capital Advisors, Inc. added	Shares	+206	+$337.3K	$2.3M
11	MISSION WEALTH MANAGEMENT, LP new	Shares	+3.8K	+$289.7K	$289.7K
12	Sequoia Financial Advisors, LLC trimmed	Shares	-392	+$277.1K	$2.2M
13	Friedenthal Financial trimmed	Shares	-729	+$254.8K	$2.2M
14	Mayflower Financial Advisors, LLC trimmed	Shares	-260	+$236.5K	$1.8M
15	Johnson & White Wealth Management, LLC trimmed	Shares	-1.2K	+$234.5K	$2.2M
16	ROMANO BROTHERS AND COMPANY new	Shares	+3.0K	+$228.9K	$228.9K
17	J.W. COLE ADVISORS, INC. new	Shares	+3.0K	+$222.5K	$222.5K
18	Physician Wealth Advisors, Inc. trimmed	Shares	-350	+$215.8K	$1.7M
19	Stonebridge Financial Group, LLC new	Shares	+2.8K	+$213.8K	$213.8K
20	JOHNSON INVESTMENT COUNSEL INC added	Shares	+117	+$208.7K	$1.4M
21	ASPIRIANT, LLC trimmed	Shares	-148	+$191.3K	$1.4M
22	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+2.5K	+$189.1K	$189.1K
23	RIVERCHASE WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$134.2K	$957.4K
24	Cambridge Financial Group, LLC unchanged	Shares	0	+$125.0K	$891.9K
25	Strategic Blueprint, LLC trimmed	Shares	-266	+$123.3K	$1.0M
26	YHB Investment Advisors, Inc. trimmed	Shares	-2.6K	+$120.5K	$2.1M
27	Foster Group, Inc. trimmed	Shares	-414	+$107.6K	$959.3K
28	Armbruster Capital Management, Inc. trimmed	Shares	-325	+$102.4K	$880.8K
29	Neumann Capital Management, LLC unchanged	Shares	0	+$86.9K	$620.0K
30	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed	Shares	-75	+$81.3K	$614.6K
31	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC trimmed	Shares	-382	+$76.6K	$723.2K
32	ASL Financial, LLC trimmed	Shares	-98	+$73.8K	$571.6K
33	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-265	+$72.6K	$640.5K
34	Aries Wealth Management trimmed	Shares	-43	+$69.4K	$515.2K
35	EWA, LLC trimmed	Shares	-8	+$65.9K	$473.3K
36	BridgePort Financial Solutions, LLC added	Shares	+1	+$64.6K	$460.4K
37	Heck Capital Advisors, LLC added	Shares	+26	+$60.5K	$419.5K
38	PARSONS CAPITAL MANAGEMENT INC/RI unchanged	Shares	0	+$59.3K	$423.2K
39	D.A. DAVIDSON & CO. added	Shares	+2	+$58.7K	$417.9K
40	IRON Financial LLC trimmed	Shares	-47	+$57.0K	$428.6K
41	Morton Brown Family Wealth, LLC unchanged	Shares	0	+$57.0K	$406.5K
42	WEBSTER BANK, N. A. trimmed	Shares	-50	+$56.1K	$423.2K
43	Roof Eidam Maycock Peralta, LLC unchanged	Shares	0	+$50.7K	$361.7K
44	Capital Investment Advisory Services, LLC added	Shares	+507	+$50.2K	$124.1K
45	CUMBERLAND ADVISORS INC unchanged	Shares	0	+$48.2K	$344.0K
46	Bond & Devick Financial Network, Inc. trimmed	Shares	-1.1K	+$45.7K	$813.9K
47	Farther Finance Advisors, LLC trimmed	Shares	-535	+$41.6K	$555.0K
48	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+5	+$41.3K	$292.0K
49	CALIBER WEALTH MANAGEMENT, LLC / KS unchanged	Shares	0	+$39.3K	$280.7K
50	Rare Wolf Capital LLC unchanged	Shares	0	+$35.9K	$255.9K

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