Filing Research | ISHARES TR Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	384.7KSH	$7.3M
2	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	130.4KSH	$2.5M
3	Ninety One UK Ltd	Shares	87.9KSH	$1.7M
4	Gallacher Capital Management LLC	Shares	39.6KSH	$753.7K
5	Roger Wittlin Investment Advisory, LLC	Shares	15.4KSH	$291.9K
6	JACKSON SQUARE CAPITAL, LLC	Shares	10.6KSH	$201.4K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	500SH	$9.5K
8	Triumph Capital Management	Shares	200SH	$3.8K
9	Grove Bank & Trust	Shares	100SH	$1.9K

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

11 / 11 loaded

#		Instrument
1	Ninety One UK Ltd new	Shares	+87.9K	+$1.7M	$1.7M
2	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+24.5K	+$504.4K	$2.5M
3	Roger Wittlin Investment Advisory, LLC new	Shares	+15.4K	+$291.9K	$291.9K
4	JACKSON SQUARE CAPITAL, LLC new	Shares	+10.6K	+$201.4K	$201.4K
5	Gallacher Capital Management LLC added	Shares	+7.4K	+$152.1K	$753.7K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+500	+$9.5K	$9.5K
7	Grove Bank & Trust new	Shares	+100	+$1.9K	$1.9K
8	Triumph Capital Management unchanged	Shares	0	+$72	$3.8K
9	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-15.1K	-$143.9K	$7.3M
10	Financial & Tax Architects, LLC exited	Shares	-21.0K	-$390.8K	$0
11	CONTRAVISORY INVESTMENT MANAGEMENT, INC. exited	Shares	-27.9K	-$520.6K	$0

Filing Research | ISHARES TR Institutional Holdings