Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	STERLING INVESTMENT ADVISORS LLC /ADV	Shares	282.2KSH	$12.0M
2	Apollon Wealth Management, LLC	Shares	143.5KSH	$6.1M
3	LAM GROUP, INC.	Shares	142.4KSH	$6.0M
4	Sarasin & Partners LLP	Shares	107.9KSH	$4.6M
5	New Capital Management LP	Shares	90.6KSH	$3.8M
6	Liberty Atlantic Advisors LLC	Shares	89.8KSH	$3.8M
7	Union Bancaire Privee, UBP SA	Shares	53.0KSH	$2.2M
8	Wealth Advisory Solutions, LLC	Shares	44.7KSH	$1.9M
9	GUIDANCE CAPITAL, INC	Shares	44.2KSH	$1.9M
10	Nilsine Partners, LLC	Shares	36.3KSH	$1.5M
11	Pictet North America Advisors SA	Shares	33.3KSH	$1.4M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.4KSH	$1.3M
13	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	27.6KSH	$1.2M
14	EverSource Wealth Advisors, LLC	Shares	20.7KSH	$877.5K
15	Keystone Global Partners, LLC	Principal	19.3KPRN	$818.3K
16	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	17.2KSH	$728.7K
17	D.A. DAVIDSON & CO.	Shares	16.5KSH	$698.3K
18	Chesley Taft & Associates LLC	Shares	15.6KSH	$660.2K
19	Whitcomb & Hess, Inc.	Shares	15.6KSH	$660.2K
20	OAK FAMILY ADVISORS, LLC	Shares	15.2KSH	$644.1K
21	Mirae Asset Global Investments Co., Ltd.	Shares	12.6KSH	$534.6K
22	Interchange Capital Partners, LLC	Shares	8.3KSH	$354.1K
23	Farther Finance Advisors, LLC	Shares	7.9KSH	$336.8K
24	Rosenberg Matthew Hamilton	Shares	7.3KSH	$311.2K
25	Composition Wealth, LLC	Shares	5.2KSH	$219.0K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.8KSH	$76.2K
27	Beacon Financial Strategies CORP	Shares	953SH	$40.4K
28	CoreCap Advisors, LLC	Shares	882SH	$37.4K
29	Bogart Wealth, LLC	Shares	269SH	$11.4K
30	Blue Trust, Inc.	Shares	98SH	$4.2K
31	Arlington Trust Co LLC	Shares	90SH	$3.8K
32	SBI Securities Co., Ltd.	Shares	40SH	$1.7K
33	PARK AVENUE SECURITIES LLC	Shares	10.2KSH	$431

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

35 / 35 loaded

#		Instrument
1	Apollon Wealth Management, LLC new	Shares	+143.5K	+$6.1M	$6.1M
2	STERLING INVESTMENT ADVISORS LLC /ADV added	Shares	+6.1K	+$706.9K	$12.0M
3	Liberty Atlantic Advisors LLC added	Shares	+13.6K	+$701.8K	$3.8M
4	Union Bancaire Privee, UBP SA added	Shares	+14.6K	+$694.0K	$2.2M
5	LAM GROUP, INC. added	Shares	+9.1K	+$603.6K	$6.0M
6	EverSource Wealth Advisors, LLC added	Shares	+10.0K	+$442.9K	$877.5K
7	Wealth Advisory Solutions, LLC added	Shares	+8.4K	+$416.1K	$1.9M
8	Interchange Capital Partners, LLC new	Shares	+8.3K	+$354.1K	$354.1K
9	GUIDANCE CAPITAL, INC added	Shares	+6.2K	+$291.2K	$1.9M
10	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+6.3K	+$283.0K	$728.7K
11	Sarasin & Partners LLP added	Shares	+629	+$201.5K	$4.6M
12	New Capital Management LP added	Shares	+833	+$181.7K	$3.8M
13	Chesley Taft & Associates LLC added	Shares	+3.4K	+$164.3K	$660.2K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.6K	+$155.4K	$1.3M
15	D.A. DAVIDSON & CO. added	Shares	+2.0K	+$109.6K	$698.3K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+1.8K	+$76.2K	$76.2K
17	Farther Finance Advisors, LLC added	Shares	+1.3K	+$64.1K	$336.8K
18	Nilsine Partners, LLC added	Shares	+919	+$54.2K	$1.5M
19	Beacon Financial Strategies CORP new	Shares	+953	+$40.4K	$40.4K
20	Pictet North America Advisors SA trimmed	Shares	-480	+$34.7K	$1.4M
21	Rosenberg Matthew Hamilton added	Shares	+401	+$28.3K	$311.2K
22	Whitcomb & Hess, Inc. unchanged	Shares	0	+$25.4K	$660.2K
23	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	+$20.5K	$534.6K
24	CoreCap Advisors, LLC unchanged	Shares	0	+$1.4K	$37.4K
25	Bogart Wealth, LLC unchanged	Shares	0	+$439	$11.4K
26	Blue Trust, Inc. unchanged	Shares	0	+$160	$4.2K
27	Arlington Trust Co LLC unchanged	Shares	0	+$147	$3.8K
28	PARK AVENUE SECURITIES LLC trimmed	Shares	-297	+$4	$431
29	Vision Retirement, LLC exited	Shares	-7	-$286	$0
30	SBI Securities Co., Ltd. trimmed	Shares	-20	-$751	$1.7K
31	Composition Wealth, LLC trimmed	Shares	-1.1K	-$36.5K	$219.0K
32	OAK FAMILY ADVISORS, LLC trimmed	Shares	-1.8K	-$48.1K	$644.1K
33	VIEWPOINT INVESTMENT PARTNERS CORP trimmed	Shares	-4.1K	-$122.3K	$1.2M
34	Keystone Global Partners, LLC trimmed	Principal	-4.2K	-$138.4K	$818.3K
35	CITY NATIONAL BANK OF FLORIDA /MSD exited	Shares	-5.1K	-$207.6K	$0