Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

50 / 849 loaded

#		Instrument	quantity
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	5.7MSH	$470.0M
2	Ballentine Partners, LLC	Shares	4.4MSH	$362.4M
3	Envestnet Portfolio Solutions, Inc.	Shares	4.1MSH	$342.3M
4	Matson Money. Inc.	Shares	3.0MSH	$247.9M
5	Valeo Financial Advisors, LLC	Shares	3.1MSH	$245.5M
6	Nationwide Fund Advisors	Shares	2.5MSH	$241.1M
7	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.8MSH	$234.4M
8	Mirae Asset Global Investments Co., Ltd.	Shares	2.5MSH	$210.1M
9	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	2.5MSH	$209.0M
10	Stairway Partners, LLC	Shares	2.5MSH	$205.6M
11	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	2.2MSH	$183.3M
12	Blue Trust, Inc.	Shares	2.1MSH	$171.5M
13	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	2.0MSH	$168.0M
14	Venturi Wealth Management, LLC	Shares	1.8MSH	$149.2M
15	Merit Financial Group, LLC	Shares	1.6MSH	$135.5M
16	Farther Finance Advisors, LLC	Shares	1.6MSH	$130.9M
17	New York University	Shares	1.5MSH	$127.5M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.5MSH	$121.6M
19	SigFig Wealth Management, LLC	Shares	1.4MSH	$113.9M
20	Retirement Investment Advisors, Inc.	Shares	1.4MSH	$108.6M
21	MIDLAND WEALTH ADVISORS, LLC	Shares	1.2MSH	$100.8M
22	Brookstone Capital Management	Shares	1.1MSH	$90.5M
23	ASPIRIANT, LLC	Shares	1.1MSH	$88.5M
24	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.1MSH	$87.1M
25	Myriad Asset Management Advisors LLC	Shares	991.7KSH	$82.2M
26	Heck Capital Advisors, LLC	Shares	910.8KSH	$75.5M
27	GREENLEAF TRUST	Shares	898.3KSH	$74.4M
28	Wedmont Private Capital	Shares	898.0KSH	$73.0M
29	Parkside Investments, LLC	Shares	816.2KSH	$67.6M
30	Octavia Wealth Advisors, LLC	Shares	780.6KSH	$64.7M
31	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	745.8KSH	$61.8M
32	TFC Financial Management, Inc.	Shares	734.8KSH	$60.9M
33	Aaron Wealth Advisors LLC	Shares	733.4KSH	$60.8M
34	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	709.6KSH	$58.8M
35	MBL Wealth, LLC	Shares	668.1KSH	$55.3M
36	FIRST CITIZENS BANK & TRUST CO	Shares	622.2KSH	$51.5M
37	Financial Synergies Wealth Advisors, Inc.	Shares	621.6KSH	$51.5M
38	Magnus Financial Group LLC	Shares	607.9KSH	$50.4M
39	Sompo Asset Management Co., Ltd.	Shares	607.5KSH	$50.3M
40	FORM Wealth Advisors, LLC	Shares	604.0KSH	$50.0M
41	SIGNATUREFD, LLC	Shares	598.8KSH	$49.6M
42	Archford Capital Strategies, LLC	Shares	575.0KSH	$47.6M
43	Wellspring Financial Advisors, LLC	Shares	918.8KSH	$46.4M
44	Angeles Investment Advisors, LLC	Shares	557.2KSH	$46.2M
45	GAMMA Investing LLC	Shares	533.0KSH	$44.2M
46	First Financial Bank - Trust Division	Shares	519.7KSH	$43.0M
47	Pathway Financial Advisors LLC	Shares	536.8KSH	$42.9M
48	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	505.0KSH	$41.8M
49	Fifth Third Wealth Advisors LLC	Shares	500.3KSH	$41.4M
50	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	486.8KSH	$40.3M

Scroll to load more

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

50 / 857 loaded

#		Instrument
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+2.0M	+$210.6M	$470.0M
2	New York University new	Shares	+1.5M	+$127.5M	$127.5M
3	Ballentine Partners, LLC added	Shares	+103.0K	+$64.4M	$362.4M
4	Venturi Wealth Management, LLC added	Shares	+576.9K	+$63.8M	$149.2M
5	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+187.1K	+$50.1M	$234.4M
6	Valeo Financial Advisors, LLC added	Shares	+110.8K	+$39.2M	$245.5M
7	Matson Money. Inc. trimmed	Shares	-84.5K	+$33.3M	$247.9M
8	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+3.0K	+$33.2M	$209.0M
9	Heck Capital Advisors, LLC added	Shares	+287.4K	+$32.0M	$75.5M
10	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+43.9K	+$29.6M	$168.0M
11	Stonebridge Financial Group, LLC added	Shares	+345.7K	+$28.9M	$30.0M
12	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+213.8K	+$28.7M	$87.1M
13	Angeles Investment Advisors, LLC added	Shares	+300.1K	+$28.2M	$46.2M
14	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+296.3K	+$27.0M	$40.3M
15	HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed	Shares	-49.8K	+$25.5M	$183.3M
16	Farther Finance Advisors, LLC added	Shares	+70.7K	+$24.8M	$130.9M
17	STRATEGIC INVESTMENT MANAGEMENT, LLC added	Shares	+181.1K	+$17.2M	$29.2M
18	MIDLAND WEALTH ADVISORS, LLC added	Shares	+18.8K	+$17.2M	$100.8M
19	Aaron Wealth Advisors LLC added	Shares	+91.2K	+$16.0M	$60.8M
20	Retirement Investment Advisors, Inc. trimmed	Shares	-1.3K	+$15.5M	$108.6M
21	GAMMA Investing LLC added	Shares	+109.2K	+$14.6M	$44.2M
22	ASPIRIANT, LLC trimmed	Shares	-4.0K	+$13.7M	$88.5M
23	SigFig Wealth Management, LLC trimmed	Shares	-47.0K	+$13.4M	$113.9M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-72.7K	+$12.5M	$121.6M
25	Brookstone Capital Management trimmed	Shares	-28.0K	+$12.4M	$90.5M
26	Octavia Wealth Advisors, LLC added	Shares	+19.9K	+$11.6M	$64.7M
27	Golden State Wealth Management, LLC added	Shares	+132.8K	+$11.5M	$14.4M
28	GREENLEAF TRUST trimmed	Shares	-9.1K	+$11.1M	$74.4M
29	Parkside Investments, LLC trimmed	Shares	-1.4K	+$10.6M	$67.6M
30	FIRST CITIZENS BANK & TRUST CO added	Shares	+28.6K	+$10.1M	$51.5M
31	Magnus Financial Group LLC added	Shares	+28.5K	+$9.9M	$50.4M
32	a16z Perennial Management, L.P. new	Shares	+119.0K	+$9.9M	$9.9M
33	MBL Wealth, LLC added	Shares	+12.0K	+$9.6M	$55.3M
34	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+2.1K	+$9.4M	$58.8M
35	Archford Capital Strategies, LLC added	Shares	+27.1K	+$9.4M	$47.6M
36	TFC Financial Management, Inc. trimmed	Shares	-21.1K	+$8.1M	$60.9M
37	Wellspring Financial Advisors, LLC added	Shares	+44.8K	+$7.9M	$46.4M
38	Blue Trust, Inc. trimmed	Shares	-279.5K	+$7.6M	$171.5M
39	SIGNATUREFD, LLC trimmed	Shares	-5.2K	+$7.5M	$49.6M
40	First Financial Bank - Trust Division added	Shares	+6.9K	+$7.3M	$43.0M
41	HENGEHOLD CAPITAL MANAGEMENT LLC added	Shares	+23.9K	+$6.9M	$33.2M
42	Sharp Wealth Advisory, LLC added	Shares	+81.3K	+$6.9M	$7.6M
43	Fifth Third Wealth Advisors LLC added	Shares	+1.3K	+$6.6M	$41.4M
44	Wedmont Private Capital added	Shares	+1.8K	+$6.6M	$73.0M
45	Grove Bank & Trust added	Shares	+20.4K	+$6.6M	$32.5M
46	Pathway Financial Advisors LLC added	Shares	+9.2K	+$6.2M	$42.9M
47	Stonehearth Capital Management, LLC added	Shares	+68.8K	+$6.0M	$7.8M
48	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+36.0K	+$6.0M	$61.8M
49	Affinity Capital Advisors, LLC added	Shares	+12.3K	+$6.0M	$34.2M
50	Financial Synergies Wealth Advisors, Inc. trimmed	Shares	-32.8K	+$5.9M	$51.5M

Scroll to load more