Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	Auto-Owners Insurance Co	Shares	500.0KSH	$16.1M
2	Prentice Wealth Management LLC	Shares	268.2KSH	$8.6M
3	SECURIAN ASSET MANAGEMENT, INC	Shares	250.0KSH	$8.3M
4	Beta Wealth Group, Inc.	Shares	225.9KSH	$7.3M
5	Revisor Wealth Management LLC	Shares	220.0KSH	$7.1M
6	CFS Investment Advisory Services, LLC	Shares	194.6KSH	$6.3M
7	Cooper Financial Group	Shares	180.0KSH	$5.8M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	130.9KSH	$4.4M
9	Bouvel Investment Partners, LLC	Shares	53.4KSH	$1.7M
10	180 WEALTH ADVISORS, LLC	Shares	51.6KSH	$1.7M
11	DORVAL Corp	Shares	49.7KSH	$1.6M
12	INDEPENDENT FINANCIAL GROUP, LLC	Shares	44.4KSH	$1.4M
13	Stonebridge Wealth Management, LLC	Shares	41.8KSH	$1.3M
14	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	40.3KSH	$1.3M
15	ARMSTRONG ADVISORY GROUP, INC	Shares	37.1KSH	$1.2M
16	D.A. DAVIDSON & CO.	Shares	28.7KSH	$924.7K
17	VISTA CAPITAL PARTNERS, INC.	Shares	27.0KSH	$868.8K
18	BARRETT & COMPANY, INC.	Shares	22.3KSH	$719.9K
19	IFP Advisors, Inc	Shares	20.1KSH	$648.4K
20	DAVENPORT & Co LLC	Shares	17.7KSH	$569.2K
21	FIRST HORIZON CORP	Shares	17.1KSH	$551.0K
22	PUFF WEALTH MANAGEMENT, LLC	Shares	17.0KSH	$549.2K
23	Eagle Strategies LLC	Shares	16.7KSH	$537.3K
24	WINNACLE WEALTH LLC	Shares	15.8KSH	$509.0K
25	Abundance Wealth Counselors	Shares	15.1KSH	$486.3K
26	DRIVE WEALTH MANAGEMENT, LLC	Shares	15.0KSH	$483.9K
27	John W. Brooker & Co., CPAs	Shares	14.4KSH	$464.9K
28	Crumly & Associates Inc.	Shares	12.2KSH	$394.3K
29	Lifestyle Asset Management, Inc.	Shares	11.2KSH	$360.6K
30	First Heartland Consultants, Inc.	Shares	9.5KSH	$306.4K
31	Wedmont Private Capital	Shares	9.0KSH	$298.9K
32	Prospera Financial Services Inc	Shares	8.1KSH	$261.7K
33	Intrua Financial, LLC	Shares	7.5KSH	$241.7K
34	Sowell Financial Services LLC	Shares	7.3KSH	$233.8K
35	Sound Income Strategies, LLC	Shares	7.0KSH	$226.4K
36	Braeburn Wealth Management LLC	Shares	6.6KSH	$211.9K
37	Apollon Wealth Management, LLC	Shares	6.5KSH	$209.6K
38	Security National Bank	Shares	4.9KSH	$159.4K
39	TFC Financial Management, Inc.	Shares	2.5KSH	$81.9K
40	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.5KSH	$79.8K
41	Capital Investment Advisory Services, LLC	Shares	2.4KSH	$78.8K
42	WEBSTER BANK, N. A.	Shares	1.7KSH	$54.8K
43	Wealth Enhancement Trust Services, Inc.	Shares	1.5KSH	$48.0K
44	Triumph Capital Management	Shares	1.1KSH	$36.9K
45	Bogart Wealth, LLC	Shares	1.0KSH	$32.2K
46	AdvisorNet Financial, Inc	Shares	806SH	$26.0K
47	City State Bank	Shares	185SH	$6.0K
48	Strategic Investment Solutions, Inc. /IL	Shares	160SH	$5.2K
49	WestEnd Advisors, LLC	Shares	147SH	$4.7K
50	HHM Wealth Advisors, LLC	Shares	57SH	$1.9K

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

50 / 53 loaded

#		Instrument
1	Bouvel Investment Partners, LLC new	Shares	+53.4K	+$1.7M	$1.7M
2	FIRST HORIZON CORP new	Shares	+17.1K	+$551.0K	$551.0K
3	First Heartland Consultants, Inc. new	Shares	+9.5K	+$306.4K	$306.4K
4	Sowell Financial Services LLC new	Shares	+7.3K	+$233.8K	$233.8K
5	Abundance Wealth Counselors added	Shares	+7.6K	+$228.7K	$486.3K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.8K	+$195.6K	$4.4M
7	John W. Brooker & Co., CPAs added	Shares	+5.6K	+$162.7K	$464.9K
8	Lifestyle Asset Management, Inc. added	Shares	+4.9K	+$143.0K	$360.6K
9	Sound Income Strategies, LLC added	Shares	+3.0K	+$87.9K	$226.4K
10	Crumly & Associates Inc. added	Shares	+3.2K	+$83.9K	$394.3K
11	IFP Advisors, Inc added	Shares	+3.2K	+$66.2K	$648.4K
12	Wealth Enhancement Trust Services, Inc. new	Shares	+1.5K	+$48.0K	$48.0K
13	DAVENPORT & Co LLC added	Shares	+1.7K	+$20.6K	$569.2K
14	Eagle Strategies LLC added	Shares	+1.4K	+$14.0K	$537.3K
15	Wedmont Private Capital added	Shares	+579	+$4.5K	$298.9K
16	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+1.0K	+$2.1K	$483.9K
17	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$10	$196
18	HHM Wealth Advisors, LLC unchanged	Shares	0	-$124	$1.9K
19	WestEnd Advisors, LLC unchanged	Shares	0	-$316	$4.7K
20	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$344	$5.2K
21	City State Bank unchanged	Shares	0	-$397	$6.0K
22	AdvisorNet Financial, Inc unchanged	Shares	0	-$1.7K	$26.0K
23	Bogart Wealth, LLC unchanged	Shares	0	-$2.1K	$32.2K
24	Triumph Capital Management unchanged	Shares	0	-$2.5K	$36.9K
25	WEBSTER BANK, N. A. unchanged	Shares	0	-$3.7K	$54.8K
26	TFC Financial Management, Inc. added	Shares	+22	-$4.7K	$81.9K
27	Capital Investment Advisory Services, LLC unchanged	Shares	0	-$5.3K	$78.8K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$6.0K	$79.8K
29	Prospera Financial Services Inc added	Shares	+318	-$6.6K	$261.7K
30	Apollon Wealth Management, LLC added	Shares	+146	-$9.0K	$209.6K
31	ARMSTRONG ADVISORY GROUP, INC added	Shares	+2.0K	-$9.4K	$1.2M
32	Security National Bank unchanged	Shares	0	-$10.6K	$159.4K
33	Braeburn Wealth Management LLC unchanged	Shares	0	-$14.1K	$211.9K
34	Intrua Financial, LLC unchanged	Shares	0	-$16.1K	$241.7K
35	Stonebridge Wealth Management, LLC added	Shares	+2.1K	-$19.3K	$1.3M
36	BARRETT & COMPANY, INC. added	Shares	+831	-$19.5K	$719.9K
37	180 WEALTH ADVISORS, LLC added	Shares	+1.9K	-$44.1K	$1.7M
38	D.A. DAVIDSON & CO. added	Shares	+400	-$47.9K	$924.7K
39	VISTA CAPITAL PARTNERS, INC. unchanged	Shares	0	-$58.0K	$868.8K
40	WINNACLE WEALTH LLC trimmed	Shares	-856	-$63.4K	$509.0K
41	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+471	-$70.5K	$1.3M
42	DORVAL Corp unchanged	Shares	0	-$106.8K	$1.6M
43	Prentice Wealth Management LLC added	Shares	+12.2K	-$155.8K	$8.6M
44	Cooper Financial Group added	Shares	+5.4K	-$202.9K	$5.8M
45	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	-$307.5K	$8.3M
46	Beta Wealth Group, Inc. added	Shares	+2.9K	-$384.8K	$7.3M
47	CAPITAL ADVISORS INC/OK exited	Shares	-12.1K	-$416.0K	$0
48	Avior Wealth Management, LLC exited	Shares	-15.6K	-$536.4K	$0
49	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-12.8K	-$537.2K	$1.4M
50	Revisor Wealth Management LLC trimmed	Shares	-4.7K	-$582.6K	$7.1M

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