Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	Catalyst Capital Advisors LLC	Shares	575.5KSH	$36.2M
2	Millburn Ridgefield LLC /DE/	Shares	575.5KSH	$36.2M
3	Pictet North America Advisors SA	Shares	109.4KSH	$6.9M
4	Ameliora Wealth Management Ltd.	Shares	84.4KSH	$5.3M
5	Climber Capital SA	Shares	61.8KSH	$3.9M
6	BFI Infinity Ltd.	Shares	27.7KSH	$1.7M
7	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	23.3KSH	$1.5M
8	LMCG INVESTMENTS, LLC	Shares	17.5KSH	$1.1M
9	Hyposwiss Advisors SA	Shares	10.5KSH	$658.0K
10	BLUEDOOR PRIVATE WEALTH, LLC	Shares	10.3KSH	$650.4K
11	McHugh Group, LLC	Shares	9.2KSH	$578.2K
12	Waterway Wealth Management, LLC	Shares	8.9KSH	$560.6K
13	Marotta Asset Management	Shares	8.6KSH	$537.8K
14	RFG Advisory, LLC	Shares	8.5KSH	$536.5K
15	Boltwood Capital Management	Shares	7.9KSH	$496.5K
16	Henrickson Nauta Wealth Advisors, Inc.	Shares	7.2KSH	$451.1K
17	EWA, LLC	Shares	6.5KSH	$407.8K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.8KSH	$366.1K
19	ASPIRIANT, LLC	Shares	4.8KSH	$303.8K
20	United Asset Strategies, Inc.	Shares	4.7KSH	$297.8K
21	COOKSON PEIRCE & CO INC	Shares	4.3KSH	$272.3K
22	Nautilus Advisors LLC	Shares	4.3KSH	$271.7K
23	Revolve Wealth Partners, LLC	Shares	4.1KSH	$260.6K
24	JGP Wealth Management, LLC	Shares	3.7KSH	$233.4K
25	WARNER FINANCIAL, INC	Shares	3.6KSH	$224.4K
26	Dynamic Advisor Solutions LLC	Shares	3.3KSH	$206.3K
27	Y-Intercept (Hong Kong) Ltd	Shares	3.2KSH	$200.2K
28	AlphaCentric Advisors LLC	Shares	2.4KSH	$151.9K
29	Farther Finance Advisors, LLC	Shares	1.7KSH	$107.3K
30	Atlatl Advisers LLC	Shares	1.5KSH	$92.8K
31	IFP Advisors, Inc	Shares	1.4KSH	$89.0K
32	MassMutual Private Wealth & Trust, FSB	Shares	1.4KSH	$87.5K
33	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.1KSH	$70.4K
34	Bellecapital International Ltd.	Shares	1.0KSH	$62.9K
35	Capital Investment Advisory Services, LLC	Shares	900SH	$56.6K
36	SIGNATUREFD, LLC	Shares	556SH	$34.9K
37	Pacifica Partners Inc.	Shares	400SH	$25.6K
38	Tower View Wealth Management LLC	Shares	306SH	$19.2K
39	Darwin Wealth Management, LLC	Shares	147SH	$9.3K
40	EverSource Wealth Advisors, LLC	Shares	100SH	$6.3K
41	Blue Trust, Inc.	Shares	48SH	$3.0K
42	Bogart Wealth, LLC	Shares	32SH	$2.0K
43	CX Institutional	Shares	5.3KSH	$334

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

44 / 44 loaded

#		Instrument
1	Catalyst Capital Advisors LLC added	Shares	+34.5K	+$4.4M	$36.2M
2	Millburn Ridgefield LLC /DE/ added	Shares	+34.5K	+$4.4M	$36.2M
3	Ameliora Wealth Management Ltd. added	Shares	+54.9K	+$3.6M	$5.3M
4	Climber Capital SA added	Shares	+678	+$283.7K	$3.9M
5	Revolve Wealth Partners, LLC new	Shares	+4.1K	+$260.6K	$260.6K
6	JGP Wealth Management, LLC new	Shares	+3.7K	+$233.4K	$233.4K
7	Dynamic Advisor Solutions LLC new	Shares	+3.3K	+$206.3K	$206.3K
8	BFI Infinity Ltd. added	Shares	+529	+$142.8K	$1.7M
9	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+500	+$123.5K	$1.5M
10	Farther Finance Advisors, LLC new	Shares	+1.7K	+$107.3K	$107.3K
11	Boltwood Capital Management added	Shares	+1.2K	+$102.5K	$496.5K
12	Atlatl Advisers LLC new	Shares	+1.5K	+$92.8K	$92.8K
13	Hyposwiss Advisors SA added	Shares	+820	+$90.5K	$658.0K
14	United Asset Strategies, Inc. added	Shares	+875	+$70.6K	$297.8K
15	Bellecapital International Ltd. new	Shares	+1.0K	+$62.9K	$62.9K
16	RFG Advisory, LLC added	Shares	+407	+$58.4K	$536.5K
17	Waterway Wealth Management, LLC added	Shares	+154	+$45.1K	$560.6K
18	BLUEDOOR PRIVATE WEALTH, LLC unchanged	Shares	0	+$41.8K	$650.4K
19	McHugh Group, LLC unchanged	Shares	0	+$37.2K	$578.2K
20	ASPIRIANT, LLC added	Shares	+254	+$34.5K	$303.8K
21	EWA, LLC added	Shares	+112	+$32.8K	$407.8K
22	Henrickson Nauta Wealth Advisors, Inc. unchanged	Shares	0	+$29.0K	$451.1K
23	COOKSON PEIRCE & CO INC added	Shares	+112	+$24.1K	$272.3K
24	AlphaCentric Advisors LLC added	Shares	+140	+$18.0K	$151.9K
25	Nautilus Advisors LLC unchanged	Shares	0	+$17.8K	$271.7K
26	WARNER FINANCIAL, INC unchanged	Shares	0	+$14.4K	$224.4K
27	IFP Advisors, Inc added	Shares	+103	+$11.8K	$89.0K
28	SIGNATUREFD, LLC added	Shares	+160	+$11.7K	$34.9K
29	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$3.6K	$56.6K
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$3.4K	$70.4K
31	Pacifica Partners Inc. unchanged	Shares	0	+$2.1K	$25.6K
32	Blue Trust, Inc. added	Shares	+22	+$1.5K	$3.0K
33	Darwin Wealth Management, LLC added	Shares	+2	+$748	$9.3K
34	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$404	$6.3K
35	Bogart Wealth, LLC added	Shares	+1	+$161	$2.0K
36	CX Institutional trimmed	Shares	-2.3K	-$115	$334
37	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-101	-$312	$87.5K
38	Tower View Wealth Management LLC trimmed	Shares	-77	-$3.3K	$19.2K
39	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-499	-$6.3K	$366.1K
40	Polianta Ltd exited	Shares	-258.7K	-$15.2K	$0
41	LMCG INVESTMENTS, LLC trimmed	Shares	-1.6K	-$24.6K	$1.1M
42	Marotta Asset Management trimmed	Shares	-1.9K	-$86.3K	$537.8K
43	Pictet North America Advisors SA trimmed	Shares	-9.5K	-$119.1K	$6.9M
44	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-22.5K	-$1.3M	$200.2K