Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	180 WEALTH ADVISORS, LLC	Shares	164.8KSH	$10.6M
2	SeaBridge Investment Advisors LLC	Shares	132.1KSH	$8.5M
3	FLAGSHIP HARBOR ADVISORS, LLC	Shares	113.4KSH	$7.3M
4	Systelligence, LLC	Shares	89.5KSH	$5.8M
5	Versant Capital Management, Inc	Shares	77.6KSH	$5.0M
6	Keystone Global Partners, LLC	Shares	51.2KSH	$3.3M
7	Climber Capital SA	Shares	55.3KSH	$3.2M
8	Turning Point Benefit Group, Inc.	Shares	29.2KSH	$1.9M
9	RFG Advisory, LLC	Shares	27.5KSH	$1.8M
10	Sequoia Financial Advisors, LLC	Shares	23.3KSH	$1.5M
11	New Harbor Financial Group, LLC	Shares	22.6KSH	$1.5M
12	Williams & Novak, LLC	Shares	21.5KSH	$1.4M
13	VISTA INVESTMENT PARTNERS LLC	Shares	19.6KSH	$1.3M
14	Sandy Cove Advisors, LLC	Shares	16.8KSH	$1.1M
15	Aspect Partners, LLC	Shares	11.3KSH	$730.8K
16	J.W. COLE ADVISORS, INC.	Shares	10.9KSH	$707.1K
17	NWAM LLC	Shares	9.9KSH	$638.1K
18	LifeGoal Investments, LLC	Shares	9.7KSH	$629.1K
19	Financial Enhancement Group LLC	Shares	9.5KSH	$614.2K
20	ARKANSAS FINANCIAL GROUP, INC.	Shares	7.3KSH	$471.7K
21	SWMG, LLC	Shares	6.6KSH	$421.8K
22	Tactive Advisors, LLC	Shares	6.3KSH	$405.1K
23	Gainplan LLC	Shares	5.9KSH	$378.9K
24	Allied Private Wealth LLC	Shares	5.6KSH	$355.4K
25	TRUE Private Wealth Advisors	Shares	5.4KSH	$351.9K
26	Whitener Capital Management, Inc.	Shares	5.0KSH	$323.0K
27	NavPoint Financial, Inc.	Shares	4.2KSH	$270.1K
28	Kastel Capital Advisors, LLC	Shares	3.4KSH	$268.0K
29	RMR Wealth Builders	Shares	4.1KSH	$267.3K
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.8KSH	$243.6K
31	Strategic Blueprint, LLC	Shares	3.7KSH	$241.0K
32	Y-Intercept (Hong Kong) Ltd	Shares	3.4KSH	$221.9K
33	Noble Wealth Partners LLC	Shares	3.3KSH	$215.7K
34	Mirae Asset Global Investments Co., Ltd.	Shares	2.3KSH	$151.5K
35	EverSource Wealth Advisors, LLC	Shares	2.2KSH	$139.7K
36	TRUST CO OF TOLEDO NA /OH/	Shares	1.1KSH	$72.0K
37	Blue Trust, Inc.	Shares	599SH	$38.7K
38	Raleigh Capital Management Inc.	Shares	448SH	$29.0K
39	Main Street Group, LTD	Shares	300SH	$19.4K
40	BURKETT FINANCIAL SERVICES, LLC	Shares	261SH	$16.9K
41	IFP Advisors, Inc	Shares	242SH	$15.6K
42	Farther Finance Advisors, LLC	Shares	153SH	$9.9K
43	CITY HOLDING CO	Shares	140SH	$9.0K
44	CoreCap Advisors, LLC	Shares	127SH	$8.2K
45	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	114SH	$7.4K
46	Decker Retirement Planning Inc.	Shares	97SH	$6.3K
47	EVOLUTION WEALTH MANAGEMENT INC.	Shares	34SH	$2.2K
48	LANARK FINANCIAL, INC.	Shares	27SH	$1.7K
49	PARK AVENUE SECURITIES LLC	Shares	7.1KSH	$456
50	Vision Retirement, LLC	Shares	3SH	$194

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

50 / 62 loaded

#		Instrument
1	New Harbor Financial Group, LLC new	Shares	+22.6K	+$1.5M	$1.5M
2	VISTA INVESTMENT PARTNERS LLC new	Shares	+19.6K	+$1.3M	$1.3M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+3.4K	+$221.9K	$221.9K
4	RFG Advisory, LLC added	Shares	+6.2K	+$91.4K	$1.8M
5	Turning Point Benefit Group, Inc. added	Shares	+6.9K	+$85.4K	$1.9M
6	SWMG, LLC added	Shares	+1.7K	+$40.9K	$421.8K
7	Systelligence, LLC added	Shares	+16.6K	+$21.7K	$5.8M
8	BURKETT FINANCIAL SERVICES, LLC new	Shares	+261	+$16.9K	$16.9K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+73	+$4.0K	$7.4K
10	Farmers & Merchants Trust Co of Chambersburg PA new	Shares	+8	+$1	$1
11	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	-$14	$65
12	LANARK FINANCIAL, INC. added	Shares	+3	-$151	$1.7K
13	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$489	$2.2K
14	Decker Retirement Planning Inc. unchanged	Shares	0	-$1.4K	$6.3K
15	CITY HOLDING CO unchanged	Shares	0	-$2.0K	$9.0K
16	Raleigh Capital Management Inc. added	Shares	+55	-$2.1K	$29.0K
17	ARKANSAS FINANCIAL GROUP, INC. added	Shares	+1.7K	-$2.3K	$471.7K
18	Vision Retirement, LLC trimmed	Shares	-37	-$3.0K	$194
19	Abound Wealth Management exited	Shares	-38	-$3.0K	$0
20	IFP Advisors, Inc unchanged	Shares	0	-$3.5K	$15.6K
21	Main Street Group, LTD unchanged	Shares	0	-$4.3K	$19.4K
22	CoreCap Advisors, LLC trimmed	Shares	-63	-$6.8K	$8.2K
23	ARMSTRONG ADVISORY GROUP, INC exited	Shares	-87	-$6.9K	$0
24	Blue Trust, Inc. unchanged	Shares	0	-$8.6K	$38.7K
25	PARK AVENUE SECURITIES LLC trimmed	Shares	-108.2K	-$8.7K	$456
26	Farther Finance Advisors, LLC trimmed	Shares	-102	-$11.2K	$9.9K
27	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$16.0K	$72.0K
28	EverSource Wealth Advisors, LLC unchanged	Shares	0	-$31.1K	$139.7K
29	Gainplan LLC added	Shares	+593	-$37.5K	$378.9K
30	Sound Income Strategies, LLC exited	Shares	-520	-$42.9K	$0
31	NavPoint Financial, Inc. added	Shares	+30	-$57.7K	$270.1K
32	RMR Wealth Builders unchanged	Shares	0	-$59.5K	$267.3K
33	Whitener Capital Management, Inc. unchanged	Shares	0	-$71.9K	$323.0K
34	Tactive Advisors, LLC trimmed	Shares	-44	-$93.7K	$405.1K
35	Climber Capital SA added	Shares	+11.3K	-$142.6K	$3.2M
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-993	-$144.2K	$243.6K
37	Aspect Partners, LLC unchanged	Shares	0	-$162.7K	$730.8K
38	Kastel Capital Advisors, LLC trimmed	Shares	-2.6K	-$170.0K	$268.0K
39	GRIMES & Co WEALTH MANAGEMENT, LLC exited	Shares	-2.6K	-$202.8K	$0
40	Dynamic Advisor Solutions LLC exited	Shares	-2.6K	-$203.8K	$0
41	NWAM LLC trimmed	Shares	-916	-$214.4K	$638.1K
42	LifeGoal Investments, LLC trimmed	Shares	-503	-$217.1K	$629.1K
43	TRUE Private Wealth Advisors trimmed	Shares	-1.8K	-$217.2K	$351.9K
44	Prism Advisors, Inc. exited	Shares	-2.8K	-$219.4K	$0
45	Eagle Strategies LLC exited	Shares	-2.9K	-$225.2K	$0
46	Financial Enhancement Group LLC trimmed	Shares	-209	-$228.9K	$614.2K
47	Sandy Cove Advisors, LLC added	Shares	+114	-$232.8K	$1.1M
48	Strategic Blueprint, LLC trimmed	Shares	-2.4K	-$246.6K	$241.0K
49	RDA Financial Network exited	Shares	-4.2K	-$329.8K	$0
50	Williams & Novak, LLC unchanged	Shares	0	-$386.7K	$1.4M

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