Filing Research | ISHARES MSCI ISRAEL ETF Institutional Holdings

Snapshot holdings

41 / 41 loaded

#		Instrument	quantity
1	Nilsine Partners, LLC	Shares	79.7KSH	$9.6M
2	CoreCap Advisors, LLC	Shares	45.2KSH	$5.5M
3	Monument Capital Management	Shares	35.5KSH	$4.3M
4	DAVENPORT & Co LLC	Shares	12.8KSH	$1.5M
5	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	11.1KSH	$1.3M
6	BigSur Wealth Management LLC	Shares	8.4KSH	$1.0M
7	RVW Wealth, LLC	Shares	8.0KSH	$966.6K
8	Castle Rock Wealth Management, LLC	Shares	5.7KSH	$686.1K
9	TRUST CO OF OKLAHOMA	Shares	5.0KSH	$607.9K
10	Rinkey Investments	Shares	4.5KSH	$539.5K
11	Wealth Care LLC	Shares	4.1KSH	$499.9K
12	Blue Trust, Inc.	Shares	4.0KSH	$487.3K
13	Israel Discount Bank of New York	Shares	3.9KSH	$473.2K
14	Cyndeo Wealth Partners, LLC	Shares	3.4KSH	$405.4K
15	IFP Advisors, Inc	Shares	3.2KSH	$388.3K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.6KSH	$307.8K
17	Miller Global Investments, LLC	Shares	2.4KSH	$289.8K
18	INSPIRION WEALTH ADVISORS, LLC	Shares	2.4KSH	$283.4K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.3KSH	$274.0K
20	Mesirow Financial Investment Management, Inc.	Shares	2.0KSH	$237.7K
21	Sunpointe, LLC	Shares	1.9KSH	$230.7K
22	Winthrop Advisory Group LLC	Shares	1.8KSH	$220.3K
23	SAGE FINANCIAL GROUP INC	Shares	1.7KSH	$208.9K
24	JFS WEALTH ADVISORS, LLC	Shares	920SH	$111.1K
25	Provenance Wealth Advisors, LLC	Shares	795SH	$96.0K
26	Activest Wealth Management	Shares	625SH	$75.4K
27	Farther Finance Advisors, LLC	Shares	572SH	$69.0K
28	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	500SH	$60.4K
29	West Branch Capital LLC	Shares	500SH	$60.4K
30	Princeton Global Asset Management LLC	Shares	429SH	$51.8K
31	Nova Wealth Management, Inc.	Shares	384SH	$46.4K
32	Triumph Capital Management	Shares	344SH	$41.5K
33	Mirae Asset Global Investments Co., Ltd.	Shares	312SH	$37.7K
34	Allied Private Wealth LLC	Shares	239SH	$28.6K
35	LANARK FINANCIAL, INC.	Shares	230SH	$27.8K
36	VSM Wealth Advisory, LLC	Shares	200SH	$24.1K
37	Grove Bank & Trust	Shares	180SH	$21.7K
38	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	116SH	$14.0K
39	FINANCIAL CONSULATE, INC	Shares	108SH	$13.0K
40	EverSource Wealth Advisors, LLC	Shares	100SH	$12.1K
41	CX Institutional	Shares	4.8KSH	$578

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

42 / 42 loaded

#		Instrument
1	BigSur Wealth Management LLC added	Shares	+5.4K	+$665.8K	$1.0M
2	CoreCap Advisors, LLC added	Shares	+3.9K	+$661.5K	$5.5M
3	IFP Advisors, Inc added	Shares	+2.4K	+$287.7K	$388.3K
4	INSPIRION WEALTH ADVISORS, LLC new	Shares	+2.4K	+$283.4K	$283.4K
5	Winthrop Advisory Group LLC new	Shares	+1.8K	+$220.3K	$220.3K
6	Monument Capital Management trimmed	Shares	-529	+$104.6K	$4.3M
7	JFS WEALTH ADVISORS, LLC added	Shares	+561	+$69.4K	$111.1K
8	Rinkey Investments added	Shares	+394	+$66.6K	$539.5K
9	DAVENPORT & Co LLC unchanged	Shares	0	+$59.6K	$1.5M
10	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+18	+$53.9K	$1.3M
11	LANARK FINANCIAL, INC. new	Shares	+230	+$27.8K	$27.8K
12	TRUST CO OF OKLAHOMA unchanged	Shares	0	+$23.5K	$607.9K
13	Wealth Care LLC added	Shares	+35	+$23.4K	$499.9K
14	Grove Bank & Trust new	Shares	+180	+$21.7K	$21.7K
15	Mesirow Financial Investment Management, Inc. added	Shares	+92	+$19.9K	$237.7K
16	Israel Discount Bank of New York unchanged	Shares	0	+$18.3K	$473.2K
17	Castle Rock Wealth Management, LLC unchanged	Shares	0	+$15.6K	$686.1K
18	Miller Global Investments, LLC unchanged	Shares	0	+$11.2K	$289.8K
19	Cyndeo Wealth Partners, LLC trimmed	Shares	-41	+$10.9K	$405.4K
20	Blue Trust, Inc. trimmed	Shares	-75	+$10.2K	$487.3K
21	Triumph Capital Management added	Shares	+36	+$5.8K	$41.5K
22	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$3.7K	$96.0K
23	RVW Wealth, LLC trimmed	Shares	-294	+$3.3K	$966.6K
24	Activest Wealth Management unchanged	Shares	0	+$2.9K	$75.4K
25	West Branch Capital LLC unchanged	Shares	0	+$2.3K	$60.4K
26	Princeton Global Asset Management LLC added	Shares	+1	+$2.2K	$51.8K
27	Nova Wealth Management, Inc. unchanged	Shares	0	+$1.8K	$46.4K
28	Farther Finance Advisors, LLC unchanged	Shares	0	+$1.3K	$69.0K
29	VSM Wealth Advisory, LLC unchanged	Shares	0	+$934	$24.1K
30	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$542	$14.0K
31	CX Institutional added	Shares	+4.3K	+$517	$578
32	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$504	$13.0K
33	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$467	$12.1K
34	Colorado Capital Management, Inc. exited	Shares	-3.3K	-$388	$0
35	SAGE FINANCIAL GROUP INC trimmed	Shares	-112	-$4.9K	$208.9K
36	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$6.1K	$60.4K
37	Sunpointe, LLC trimmed	Shares	-150	-$8.5K	$230.7K
38	Sound Income Strategies, LLC exited	Shares	-151	-$17.9K	$0
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-225	-$21.3K	$307.8K
40	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.1K	-$129.1K	$274.0K
41	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-1.7K	-$190.4K	$37.7K
42	Nilsine Partners, LLC added	Shares	+1.5K	-$308.1K	$9.6M