Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

50 / 88 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	2.5MSH	$85.5M
2	Randolph Co Inc	Shares	868.6KSH	$30.0M
3	ARMSTRONG ADVISORY GROUP, INC	Shares	755.7KSH	$26.1M
4	Catalyst Capital Advisors LLC	Shares	735.5KSH	$25.4M
5	Millburn Ridgefield LLC /DE/	Shares	735.5KSH	$25.4M
6	Corecam Pte. Ltd.	Shares	561.9KSH	$19.4M
7	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	545.0KSH	$18.8M
8	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	344.0KSH	$11.9M
9	Whitcomb & Hess, Inc.	Shares	287.5KSH	$9.9M
10	Corecam AG	Shares	232.2KSH	$8.0M
11	Nilsine Partners, LLC	Shares	228.9KSH	$7.9M
12	Y-Intercept (Hong Kong) Ltd	Shares	185.3KSH	$6.4M
13	Ted Buchan & Co	Shares	185.1KSH	$6.4M
14	PING CAPITAL MANAGEMENT, INC.	Shares	177.8KSH	$6.1M
15	BANQUE PICTET & CIE SA	Shares	141.1KSH	$4.9M
16	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	138.8KSH	$4.8M
17	Markin Volterra Fund LP	CALL	103.0KSH	$3.6M
18	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	Shares	94.8KSH	$3.3M
19	MATAURO, LLC	Shares	83.7KSH	$2.9M
20	QUATTRO FINANCIAL ADVISORS LLC	Shares	58.7KSH	$2.0M
21	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	57.2KSH	$2.0M
22	Lansing Street Advisors	Shares	56.4KSH	$1.9M
23	Mirae Asset Global Investments Co., Ltd.	Shares	53.9KSH	$1.9M
24	Bravera Wealth	Shares	43.3KSH	$1.5M
25	Cobblestone Asset Management LLC	Shares	39.2KSH	$1.4M
26	Unique Wealth Strategies, LLC	Shares	32.9KSH	$1.1M
27	Hudson Value Partners, LLC	Shares	32.9KSH	$1.1M
28	SBI Securities Co., Ltd.	Shares	30.1KSH	$1.0M
29	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	Shares	27.8KSH	$956.9K
30	Indiana Trust & Investment Management Co	Shares	26.5KSH	$914.3K
31	First Growth Capital LLC	Shares	25.5KSH	$881.1K
32	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	24.4KSH	$841.2K
33	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.8KSH	$784.0K
34	Revisor Wealth Management LLC	Shares	20.0KSH	$691.3K
35	GUIDANCE CAPITAL, INC	Shares	18.4KSH	$650.9K
36	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	17.5KSH	$603.3K
37	Bright Futures Wealth Management, LLC.	Shares	17.4KSH	$600.7K
38	NWAM LLC	Shares	17.3KSH	$597.8K
39	Holcombe Financial, Inc.	Shares	14.8KSH	$510.7K
40	GK Wealth Management LLC	Shares	14.1KSH	$488.1K
41	Sharper & Granite LLC	Shares	13.9KSH	$480.4K
42	Pinnacle Wealth Management Group, Inc.	Shares	13.8KSH	$476.4K
43	Tradewinds Capital Management, LLC	Shares	13.0KSH	$447.1K
44	MARATHON CAPITAL MANAGEMENT	Shares	12.8KSH	$442.8K
45	TRUST CO OF OKLAHOMA	Shares	11.6KSH	$400.6K
46	Union Bancaire Privee, UBP SA	Shares	12.3KSH	$396.9K
47	180 WEALTH ADVISORS, LLC	Shares	11.3KSH	$390.1K
48	D.A. DAVIDSON & CO.	Shares	11.2KSH	$386.3K
49	M3 Advisory Group, LLC	Shares	9.7KSH	$333.6K
50	Walser Wealth Management Company, A Ltd Liability Co	Shares	9.2KSH	$316.2K

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

50 / 110 loaded

#		Instrument
1	MEITAV INVESTMENT HOUSE LTD new	Shares	+2.5M	+$85.5M	$85.5M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+185.3K	+$6.4M	$6.4M
3	QUATTRO FINANCIAL ADVISORS LLC added	Shares	+48.7K	+$1.6M	$2.0M
4	CREDIT INDUSTRIEL ET COMMERCIAL added	PUT	+90.0K	+$1.3M	$18.8M
5	Unique Wealth Strategies, LLC new	Shares	+32.9K	+$1.1M	$1.1M
6	CREDIT INDUSTRIEL ET COMMERCIAL added	Shares	+33.6K	+$751.3K	$4.8M
7	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+18.9K	+$502.0K	$2.0M
8	GK Wealth Management LLC new	Shares	+14.1K	+$488.1K	$488.1K
9	TRUST CO OF OKLAHOMA new	Shares	+11.6K	+$400.6K	$400.6K
10	180 WEALTH ADVISORS, LLC new	Shares	+11.3K	+$390.1K	$390.1K
11	Catalyst Capital Advisors LLC added	Shares	+83.7K	+$350.8K	$25.4M
12	Millburn Ridgefield LLC /DE/ added	Shares	+83.7K	+$350.8K	$25.4M
13	First Growth Capital LLC added	Shares	+10.9K	+$317.7K	$881.1K
14	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+9.2K	+$316.2K	$316.2K
15	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+9.5K	+$269.0K	$841.2K
16	Brookstone Capital Management new	Shares	+6.7K	+$232.1K	$232.1K
17	Trium Capital LLP new	CALL	+1.0M	+$210.0K	$210.0K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.1K	+$103.5K	$784.0K
19	First Growth Capital LLC new	CALL	+49.0K	+$92.0K	$92.0K
20	Bravera Wealth added	Shares	+6.7K	+$90.3K	$1.5M
21	B. Riley Wealth Advisors, Inc. added	Shares	+1.8K	+$55.6K	$171.4K
22	M3 Advisory Group, LLC added	Shares	+2.2K	+$45.3K	$333.6K
23	Boltwood Capital Management added	Shares	+1.6K	+$33.8K	$244.9K
24	Vawter Financial, Ltd. added	Shares	+1.3K	+$13.8K	$303.6K
25	Polianta Ltd new	Shares	+271.2K	+$9.4K	$9.4K
26	LifeSteps Financial, Inc. new	Shares	+190	+$6.6K	$6.6K
27	Lodestone Wealth Management LLC new	Shares	+70	+$2.4K	$2.4K
28	CoreCap Advisors, LLC added	Shares	+58	+$1.9K	$2.9K
29	Spire Wealth Management added	Shares	+38	+$1.1K	$2.9K
30	Mosley Wealth Management new	Shares	+14	+$483	$483
31	BIRCHBROOK, INC. new	Shares	+4	+$138	$138
32	Realta Investment Advisors new	Shares	+4	+$138	$138
33	SIGNATUREFD, LLC unchanged	Shares	0	-$3	$25
34	FNY Investment Advisers, LLC exited	Shares	-843	-$32	$0
35	Canal Insurance CO unchanged	Shares	0	-$39	$345
36	PayPay Securities Corp added	Shares	+1	-$140	$897
37	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$167	$1.6K
38	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$210	$1.7K
39	PARK AVENUE SECURITIES LLC exited	Shares	-5.7K	-$220	$0
40	Aurora Private Wealth, Inc. exited	Shares	-7.0K	-$269	$0
41	AlphaCentric Advisors LLC added	Shares	+476	-$321	$164.9K
42	High Note Wealth, LLC unchanged	Shares	0	-$584	$5.2K
43	Investors Research Corp unchanged	Shares	0	-$1.1K	$9.6K
44	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	-$1.9K	$17.3K
45	FIRST HORIZON CORP unchanged	Shares	0	-$2.1K	$18.6K
46	B. Riley Wealth Advisors, Inc. trimmed	CALL	-148.5K	-$3.3K	$51.8K
47	Ameliora Wealth Management Ltd. unchanged	Shares	0	-$4.4K	$38.6K
48	Capital Investment Advisory Services, LLC unchanged	Shares	0	-$8.0K	$70.7K
49	Finley Financial, LLC unchanged	Shares	0	-$12.5K	$111.1K
50	Triumph Capital Management trimmed	Shares	-59	-$13.0K	$95.0K

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