Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	284.4KSH	$32.5M
2	DAVIDSON INVESTMENT ADVISORS	Shares	251.5KSH	$28.7M
3	Crews Bank & Trust	Shares	143.1KSH	$16.3M
4	Ironwood Financial, llc	Shares	115.3KSH	$13.2M
5	Financial Architects, LLC	Shares	82.3KSH	$9.4M
6	First Heartland Consultants, Inc.	Shares	61.9KSH	$7.1M
7	Elmwood Wealth Management, Inc.	Shares	45.5KSH	$5.2M
8	Farther Finance Advisors, LLC	Shares	39.9KSH	$4.6M
9	Pembroke Management, LTD	Shares	23.6KSH	$2.7M
10	ZWJ INVESTMENT COUNSEL INC	Shares	21.6KSH	$2.5M
11	XY Planning Network, Inc.	Shares	20.5KSH	$2.3M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.0KSH	$2.2M
13	UNIQUE WEALTH, LLC	Shares	18.6KSH	$2.1M
14	CARY STREET PARTNERS FINANCIAL LLC	Shares	17.1KSH	$2.0M
15	Selby Wealth Management, LLC	Shares	16.5KSH	$1.9M
16	Gilbert Capital Group, Inc.	Shares	12.1KSH	$1.4M
17	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	11.5KSH	$1.3M
18	Bangor Savings Bank	Shares	11.0KSH	$1.3M
19	Sage Investment Counsel LLC	Shares	10.8KSH	$1.2M
20	Sharkey, Howes & Javer	Shares	10.0KSH	$1.1M
21	Finley Financial, LLC	Shares	10.0KSH	$1.1M
22	Affinity Capital Advisors, LLC	Shares	9.8KSH	$1.1M
23	WEBSTER BANK, N. A.	Shares	8.9KSH	$1.0M
24	Benchmark Financial Wealth Advisors, LLC	Shares	8.8KSH	$1.0M
25	Delta Wealth Advisors LLC	Shares	7.8KSH	$890.7K
26	YHB Investment Advisors, Inc.	Shares	7.7KSH	$879.3K
27	PFG Advisors	Shares	6.6KSH	$753.1K
28	Farrell Financial LLC	Shares	6.4KSH	$730.4K
29	Bay Capital Advisors, LLC	Shares	5.5KSH	$628.0K
30	Cornerstone Wealth Management, LLC	Shares	4.7KSH	$535.5K
31	Centerline Wealth Advisors, LLC	Shares	4.5KSH	$515.9K
32	John W. Brooker & Co., CPAs	Shares	1.9KSH	$222.6K
33	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	1.9KSH	$221.8K
34	Merit Financial Group, LLC	Shares	1.8KSH	$200.3K
35	SIGNATUREFD, LLC	Shares	1.1KSH	$126.9K
36	Harbor Asset Planning, Inc.	Shares	745SH	$85.0K
37	Bogart Wealth, LLC	Shares	292SH	$33.3K
38	Vermillion Wealth Management, Inc.	Shares	92SH	$10.5K
39	Cape Investment Advisory, Inc.	Shares	83SH	$9.5K
40	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	50SH	$5.7K
41	1620 INVESTMENT ADVISORS, INC.	Shares	19SH	$2.2K
42	CoreCap Advisors, LLC	Shares	11SH	$1.3K

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

43 / 43 loaded

#		Instrument
1	DAVIDSON INVESTMENT ADVISORS added	Shares	+2.9K	+$3.4M	$28.7M
2	D.A. DAVIDSON & CO. trimmed	Shares	-11.1K	+$2.4M	$32.5M
3	Crews Bank & Trust trimmed	Shares	-2.2K	+$1.5M	$16.3M
4	Affinity Capital Advisors, LLC new	Shares	+9.8K	+$1.1M	$1.1M
5	Financial Architects, LLC added	Shares	+607	+$1.1M	$9.4M
6	Ironwood Financial, llc trimmed	Shares	-4.4K	+$1.0M	$13.2M
7	Farther Finance Advisors, LLC added	Shares	+4.7K	+$964.3K	$4.6M
8	First Heartland Consultants, Inc. added	Shares	+1.0K	+$871.8K	$7.1M
9	UNIQUE WEALTH, LLC added	Shares	+4.9K	+$731.2K	$2.1M
10	Elmwood Wealth Management, Inc. trimmed	Shares	-191	+$545.4K	$5.2M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.9K	+$422.2K	$2.2M
12	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.5K	+$362.2K	$2.0M
13	XY Planning Network, Inc. added	Shares	+600	+$308.9K	$2.3M
14	Pembroke Management, LTD unchanged	Shares	0	+$293.4K	$2.7M
15	John W. Brooker & Co., CPAs new	Shares	+1.9K	+$222.6K	$222.6K
16	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+1.9K	+$221.8K	$221.8K
17	Merit Financial Group, LLC new	Shares	+1.8K	+$200.3K	$200.3K
18	Selby Wealth Management, LLC trimmed	Shares	-129	+$191.9K	$1.9M
19	WEBSTER BANK, N. A. added	Shares	+435	+$154.6K	$1.0M
20	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added	Shares	+14	+$144.1K	$1.3M
21	Sage Investment Counsel LLC added	Shares	+77	+$142.0K	$1.2M
22	Sharkey, Howes & Javer unchanged	Shares	0	+$123.9K	$1.1M
23	YHB Investment Advisors, Inc. unchanged	Shares	0	+$95.6K	$879.3K
24	Delta Wealth Advisors LLC trimmed	Shares	-112	+$85.5K	$890.7K
25	PFG Advisors trimmed	Shares	-50	+$76.8K	$753.1K
26	Bay Capital Advisors, LLC unchanged	Shares	0	+$68.3K	$628.0K
27	Finley Financial, LLC trimmed	Shares	-600	+$62.6K	$1.1M
28	Cornerstone Wealth Management, LLC added	Shares	+1	+$58.3K	$535.5K
29	Farrell Financial LLC trimmed	Shares	-235	+$55.5K	$730.4K
30	Centerline Wealth Advisors, LLC trimmed	Shares	-335	+$22.0K	$515.9K
31	SIGNATUREFD, LLC unchanged	Shares	0	+$13.8K	$126.9K
32	Vermillion Wealth Management, Inc. new	Shares	+92	+$10.5K	$10.5K
33	Cape Investment Advisory, Inc. new	Shares	+83	+$9.5K	$9.5K
34	Harbor Asset Planning, Inc. trimmed	Shares	-6	+$8.6K	$85.0K
35	Bogart Wealth, LLC added	Shares	+1	+$3.7K	$33.3K
36	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$620	$5.7K
37	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$236	$2.2K
38	CoreCap Advisors, LLC unchanged	Shares	0	+$137	$1.3K
39	ALBION FINANCIAL GROUP /UT exited	Shares	-100	-$10.2K	$0
40	ZWJ INVESTMENT COUNSEL INC trimmed	Shares	-3.1K	-$46.4K	$2.5M
41	Gilbert Capital Group, Inc. trimmed	Shares	-2.3K	-$78.6K	$1.4M
42	Benchmark Financial Wealth Advisors, LLC trimmed	Shares	-3.2K	-$211.6K	$1.0M
43	Bangor Savings Bank trimmed	Shares	-3.5K	-$216.9K	$1.3M