Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

50 / 84 loaded

#		Instrument	quantity
1	MATAURO, LLC	Shares	921.6KSH	$64.1M
2	LMCG INVESTMENTS, LLC	Shares	274.3KSH	$19.1M
3	Wallington Asset Management, LLC	Shares	229.4KSH	$15.9M
4	SEARCY FINANCIAL SERVICES INC /ADV	Shares	215.9KSH	$15.0M
5	ACIMA PRIVATE WEALTH, LLC	Shares	139.8KSH	$9.7M
6	BFI Infinity Ltd.	Shares	95.9KSH	$6.7M
7	Rathbones Group PLC	Shares	91.0KSH	$6.3M
8	Prospera Financial Services Inc	Shares	86.2KSH	$6.0M
9	Finley Financial, LLC	Shares	82.6KSH	$5.7M
10	Climber Capital SA	Shares	86.2KSH	$5.1M
11	Pictet North America Advisors SA	Shares	68.9KSH	$4.8M
12	MassMutual Private Wealth & Trust, FSB	Shares	45.1KSH	$3.1M
13	Farther Finance Advisors, LLC	Shares	45.0KSH	$3.1M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	45.2KSH	$3.1M
15	IFP Advisors, Inc	Shares	31.5KSH	$2.2M
16	Columbus Macro, LLC	Shares	29.7KSH	$2.1M
17	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	29.6KSH	$2.1M
18	Interchange Capital Partners, LLC	Shares	28.2KSH	$2.0M
19	Ballew Advisors, Inc	Shares	27.8KSH	$1.9M
20	TRUE Private Wealth Advisors	Shares	21.7KSH	$1.5M
21	Conservest Capital Advisors, Inc.	Shares	21.4KSH	$1.5M
22	ACCESS FINANCIAL SERVICES, INC.	Shares	21.2KSH	$1.5M
23	Sequoia Financial Advisors, LLC	Shares	21.2KSH	$1.5M
24	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	18.9KSH	$1.3M
25	Sterling Investment Counsel, LLC	Shares	18.6KSH	$1.3M
26	Sentinel Advisory Group, LLC	Shares	18.1KSH	$1.3M
27	Avior Wealth Management, LLC	Shares	13.1KSH	$910.0K
28	Upper Left Wealth Management, LLC	Shares	12.7KSH	$881.5K
29	First Growth Capital LLC	Shares	11.5KSH	$801.7K
30	LAFFER TENGLER INVESTMENTS, INC.	Shares	11.2KSH	$780.8K
31	Merit Financial Group, LLC	Shares	11.2KSH	$777.6K
32	OLD NATIONAL BANCORP /IN/	Shares	10.1KSH	$703.8K
33	Legacy Advisors, LLC	Shares	10.0KSH	$694.7K
34	Brown Miller Wealth Management, LLC	Shares	9.2KSH	$640.6K
35	Balefire, LLC	Shares	9.0KSH	$622.6K
36	United Asset Strategies, Inc.	Shares	7.5KSH	$519.7K
37	MEITAV INVESTMENT HOUSE LTD	Shares	7.2KSH	$500.7K
38	Apollon Wealth Management, LLC	Shares	5.9KSH	$412.8K
39	GHP Investment Advisors, Inc.	Shares	5.7KSH	$396.9K
40	MISSION WEALTH MANAGEMENT, LP	Shares	5.2KSH	$358.3K
41	Fortitude Advisory Group L.L.C.	Shares	5.1KSH	$355.9K
42	Strategic Blueprint, LLC	Shares	4.9KSH	$341.4K
43	Patriot Financial Group Insurance Agency, LLC	Shares	4.7KSH	$326.0K
44	Stone Summit Wealth LLC	Shares	4.3KSH	$298.9K
45	Cardinal Point Capital Management ULC	Shares	4.1KSH	$285.6K
46	QRG CAPITAL MANAGEMENT, INC.	Shares	3.8KSH	$263.8K
47	Composition Wealth, LLC	Shares	3.6KSH	$247.3K
48	Union Bancaire Privee, UBP SA	Shares	3.8KSH	$245.7K
49	Shira Ridge Wealth Management	Shares	3.3KSH	$229.5K
50	MATTERN CAPITAL MANAGEMENT, LLC	Shares	3.3KSH	$228.0K

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

50 / 98 loaded

#		Instrument
1	MATAURO, LLC added	Shares	+21.5K	+$7.7M	$64.1M
2	Wallington Asset Management, LLC trimmed	Shares	-930	+$1.5M	$15.9M
3	SEARCY FINANCIAL SERVICES INC /ADV added	Shares	+294	+$1.5M	$15.0M
4	Farther Finance Advisors, LLC added	Shares	+16.0K	+$1.3M	$3.1M
5	Prospera Financial Services Inc added	Shares	+8.5K	+$1.1M	$6.0M
6	ACIMA PRIVATE WEALTH, LLC added	Shares	+2.1K	+$1.1M	$9.7M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.7K	+$983.2K	$3.1M
8	BFI Infinity Ltd. added	Shares	+4.0K	+$907.9K	$6.7M
9	First Growth Capital LLC new	Shares	+11.5K	+$801.7K	$801.7K
10	LMCG INVESTMENTS, LLC trimmed	Shares	-18.8K	+$701.7K	$19.1M
11	Finley Financial, LLC unchanged	Shares	0	+$566.4K	$5.7M
12	Merit Financial Group, LLC added	Shares	+6.9K	+$510.4K	$777.6K
13	MEITAV INVESTMENT HOUSE LTD new	Shares	+7.2K	+$500.7K	$500.7K
14	Climber Capital SA unchanged	Shares	0	+$499.4K	$5.1M
15	Pictet North America Advisors SA unchanged	Shares	0	+$472.3K	$4.8M
16	MISSION WEALTH MANAGEMENT, LP new	Shares	+5.2K	+$358.3K	$358.3K
17	IFP Advisors, Inc added	Shares	+1.5K	+$307.9K	$2.2M
18	QRG CAPITAL MANAGEMENT, INC. new	Shares	+3.8K	+$263.8K	$263.8K
19	Composition Wealth, LLC new	Shares	+3.6K	+$247.3K	$247.3K
20	Sterling Investment Counsel, LLC added	Shares	+1.7K	+$234.5K	$1.3M
21	Valeo Financial Advisors, LLC new	Shares	+3.1K	+$218.3K	$218.3K
22	Aaron Wealth Advisors LLC new	Shares	+3.1K	+$214.9K	$214.9K
23	Columbus Macro, LLC added	Shares	+81	+$208.7K	$2.1M
24	TRUE Private Wealth Advisors added	Shares	+893	+$204.9K	$1.5M
25	GUYASUTA INVESTMENT ADVISORS INC new	Shares	+2.9K	+$204.1K	$204.1K
26	Upper Left Wealth Management, LLC added	Shares	+1.7K	+$195.6K	$881.5K
27	Conservest Capital Advisors, Inc. added	Shares	+310	+$166.2K	$1.5M
28	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+468	+$159.1K	$1.3M
29	ACCESS FINANCIAL SERVICES, INC. trimmed	Shares	-34	+$143.4K	$1.5M
30	Balefire, LLC added	Shares	+900	+$117.8K	$622.6K
31	Sentinel Advisory Group, LLC trimmed	Shares	-188	+$112.4K	$1.3M
32	Sequoia Financial Advisors, LLC trimmed	Shares	-636	+$105.6K	$1.5M
33	Apollon Wealth Management, LLC added	Shares	+1.0K	+$104.7K	$412.8K
34	Brown Miller Wealth Management, LLC added	Shares	+572	+$99.1K	$640.6K
35	Ballew Advisors, Inc added	Shares	+151	+$89.8K	$1.9M
36	United Asset Strategies, Inc. added	Shares	+470	+$80.7K	$519.7K
37	LAFFER TENGLER INVESTMENTS, INC. unchanged	Shares	0	+$77.1K	$780.8K
38	Fortitude Advisory Group L.L.C. added	Shares	+640	+$75.2K	$355.9K
39	Legacy Advisors, LLC unchanged	Shares	0	+$68.6K	$694.7K
40	LifeSteps Financial, Inc. new	Shares	+720	+$50.0K	$50.0K
41	GHP Investment Advisors, Inc. unchanged	Shares	0	+$39.2K	$396.9K
42	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$29.4K	$245.7K
43	Shira Ridge Wealth Management added	Shares	+105	+$29.2K	$229.5K
44	Stone Summit Wealth LLC trimmed	Shares	-7	+$29.1K	$298.9K
45	Cardinal Point Capital Management ULC unchanged	Shares	0	+$28.2K	$285.6K
46	Interchange Capital Partners, LLC trimmed	Shares	-8.1K	+$27.5K	$2.0M
47	MATTERN CAPITAL MANAGEMENT, LLC unchanged	Shares	0	+$22.5K	$228.0K
48	Cape Investment Advisory, Inc. new	Shares	+300	+$20.9K	$20.9K
49	Strategic Blueprint, LLC trimmed	Shares	-210	+$20.5K	$341.4K
50	3 FACTOR INDEXING, LLC unchanged	Shares	0	+$15.0K	$152.2K

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