Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	Catalyst Capital Advisors LLC	Shares	883.1KSH	$18.5M
2	Millburn Ridgefield LLC /DE/	Shares	883.1KSH	$18.5M
3	BANQUE PICTET & CIE SA	Shares	208.8KSH	$4.4M
4	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	138.3KSH	$2.9M
5	Vertex Investment Solutions Co., Ltd.	Shares	77.4KSH	$1.6M
6	Sharper & Granite LLC	Shares	62.6KSH	$1.3M
7	GUIDANCE CAPITAL, INC	Shares	57.7KSH	$1.3M
8	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	27.0KSH	$565.9K
9	ALBION FINANCIAL GROUP /UT	Shares	17.1KSH	$357.9K
10	Upper Left Wealth Management, LLC	Shares	16.5KSH	$345.1K
11	Cyndeo Wealth Partners, LLC	Shares	14.4KSH	$302.2K
12	Farther Finance Advisors, LLC	Shares	3.6KSH	$75.9K
13	Mirae Asset Global Investments Co., Ltd.	Shares	3.6KSH	$75.3K
14	Byrne Asset Management LLC	Shares	1.1KSH	$23.0K
15	SALEM INVESTMENT COUNSELORS INC	Shares	400SH	$8.4K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	244SH	$5.1K
17	Golden State Wealth Management, LLC	Shares	120SH	$2.5K
18	Tradewinds Capital Management, LLC	Shares	102SH	$2.1K
19	CX Institutional	Shares	612SH	$13
20	TSFG, LLC	Shares	500SH	$10

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

23 / 23 loaded

#		Instrument
1	Catalyst Capital Advisors LLC added	Shares	+169.0K	+$2.0M	$18.5M
2	Millburn Ridgefield LLC /DE/ added	Shares	+169.0K	+$2.0M	$18.5M
3	Vertex Investment Solutions Co., Ltd. added	Shares	+58.4K	+$1.2M	$1.6M
4	Byrne Asset Management LLC new	Shares	+1.1K	+$23.0K	$23.0K
5	CX Institutional added	Shares	+9	-$1	$13
6	TSFG, LLC unchanged	Shares	0	-$2	$10
7	Golden State Wealth Management, LLC added	Shares	+2	-$217	$2.5K
8	Tradewinds Capital Management, LLC unchanged	Shares	0	-$222	$2.1K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$534	$5.1K
10	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$868	$8.4K
11	Sound Income Strategies, LLC exited	Shares	-500	-$11.6K	$0
12	Farther Finance Advisors, LLC trimmed	Shares	-300	-$14.8K	$75.9K
13	GUIDANCE CAPITAL, INC added	Shares	+3.1K	-$23.3K	$1.3M
14	Cyndeo Wealth Partners, LLC trimmed	Shares	-198	-$35.9K	$302.2K
15	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$37.1K	$357.9K
16	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+705	-$42.4K	$565.9K
17	Upper Left Wealth Management, LLC trimmed	Shares	-403	-$45.1K	$345.1K
18	Sharper & Granite LLC trimmed	Shares	-95	-$138.0K	$1.3M
19	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1.6K	-$263.2K	$2.9M
20	BANQUE PICTET & CIE SA unchanged	Shares	0	-$453.1K	$4.4M
21	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-38.9K	-$905.9K	$75.3K
22	HWG Holdings LP exited	Shares	-72.3K	-$1.7M	$0
23	Fortis Group Advisors, LLC exited	Shares	-148.5K	-$3.5M	$0