Filing Research | ISHARES INC Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	New Harbor Financial Group, LLC	Shares	586.8KSH	$34.1M
2	BENJAMIN EDWARDS INC	Shares	359.9KSH	$20.9M
3	EQUITABLE TRUST CO	Shares	182.8KSH	$10.6M
4	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	181.0KSH	$10.5M
5	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	152.2KSH	$8.9M
6	Retirement Management Systems Inc.	Shares	123.9KSH	$7.2M
7	Trilogy Capital Inc.	Shares	118.1KSH	$6.9M
8	Barry Investment Advisors, LLC	Shares	92.7KSH	$5.4M
9	CoreCap Advisors, LLC	Shares	81.2KSH	$4.7M
10	Refined Wealth Management	Shares	79.1KSH	$4.6M
11	Allied Investment Advisors, LLC	Shares	70.1KSH	$4.1M
12	Consolidated Investment Group LLC	Shares	54.6KSH	$3.2M
13	Mesirow Financial Investment Management, Inc.	Shares	40.5KSH	$2.4M
14	WMS Group LLC	Shares	36.1KSH	$2.1M
15	RFG Advisory, LLC	Shares	30.8KSH	$1.8M
16	Vermillion Wealth Management, Inc.	Shares	24.7KSH	$1.4M
17	WT Wealth Management	Shares	20.0KSH	$1.2M
18	WESPAC Advisors SoCal, LLC	Shares	19.7KSH	$1.1M
19	Miller Global Investments, LLC	Shares	17.9KSH	$1.0M
20	Synergy Asset Management, LLC	Shares	16.4KSH	$953.3K
21	Brookstone Capital Management	Shares	15.2KSH	$881.6K
22	BFI Infinity Ltd.	Shares	14.3KSH	$828.6K
23	Mayflower Financial Advisors, LLC	Shares	12.8KSH	$743.0K
24	Corecam Pte. Ltd.	Shares	10.5KSH	$608.2K
25	JBGlobal.com LLC	Shares	9.2KSH	$534.6K
26	MEITAV INVESTMENT HOUSE LTD	Shares	7.7KSH	$447.3K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.6KSH	$435.0K
28	Ted Buchan & Co	Shares	7.0KSH	$404.6K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	7.0KSH	$403.9K
30	PFG Investments, LLC	Shares	6.0KSH	$350.0K
31	NWAM LLC	Shares	5.3KSH	$310.8K
32	Union Bancaire Privee, UBP SA	Shares	5.3KSH	$309.5K
33	CAPITAL ADVISORS INC/OK	Shares	5.3KSH	$309.1K
34	Colonial River Investments, LLC	Shares	4.5KSH	$262.7K
35	LVW Advisors, LLC	Shares	4.3KSH	$252.2K
36	Wealthcare Advisory Partners LLC	Shares	4.1KSH	$239.5K
37	Winthrop Advisory Group LLC	Shares	3.8KSH	$219.3K
38	Confluence Wealth Services, Inc.	Shares	3.7KSH	$212.8K
39	Prospera Financial Services Inc	Shares	3.6KSH	$208.1K
40	DARA CAPITAL US, INC.	Shares	1.0KSH	$57.8K
41	Farther Finance Advisors, LLC	Shares	915SH	$53.2K
42	City State Bank	Shares	800SH	$46.5K
43	Blue Trust, Inc.	Shares	513SH	$29.8K
44	IFP Advisors, Inc	Shares	500SH	$29.1K
45	WEBSTER BANK, N. A.	Shares	318SH	$18.5K
46	Ares Financial Consulting, LLC	Shares	225SH	$13.1K
47	Versant Capital Management, Inc	Shares	195SH	$11.3K
48	Nova Wealth Management, Inc.	Shares	187SH	$10.9K
49	Capital Investment Advisory Services, LLC	Shares	135SH	$7.9K
50	Atlatl Advisers LLC	Shares	125SH	$7.3K

Scroll to load more

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

50 / 67 loaded

#		Instrument
1	EQUITABLE TRUST CO new	Shares	+182.8K	+$10.6M	$10.6M
2	HENGEHOLD CAPITAL MANAGEMENT LLC new	Shares	+181.0K	+$10.5M	$10.5M
3	New Harbor Financial Group, LLC added	Shares	+22.2K	+$2.2M	$34.1M
4	RFG Advisory, LLC new	Shares	+30.8K	+$1.8M	$1.8M
5	CoreCap Advisors, LLC added	Shares	+21.6K	+$1.4M	$4.7M
6	WT Wealth Management new	Shares	+20.0K	+$1.2M	$1.2M
7	Trilogy Capital Inc. added	Shares	+13.1K	+$923.2K	$6.9M
8	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+8.2K	+$703.0K	$8.9M
9	Retirement Management Systems Inc. added	Shares	+7.2K	+$598.7K	$7.2M
10	JBGlobal.com LLC new	Shares	+9.2K	+$534.6K	$534.6K
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+7.0K	+$399.6K	$403.9K
12	LVW Advisors, LLC new	Shares	+4.3K	+$252.2K	$252.2K
13	Brookstone Capital Management added	Shares	+3.9K	+$244.8K	$881.6K
14	Winthrop Advisory Group LLC new	Shares	+3.8K	+$219.3K	$219.3K
15	Synergy Asset Management, LLC added	Shares	+3.4K	+$216.1K	$953.3K
16	Confluence Wealth Services, Inc. new	Shares	+3.7K	+$212.8K	$212.8K
17	Prospera Financial Services Inc new	Shares	+3.6K	+$208.1K	$208.1K
18	Refined Wealth Management added	Shares	+1.5K	+$206.0K	$4.6M
19	Vermillion Wealth Management, Inc. added	Shares	+2.8K	+$195.4K	$1.4M
20	Allied Investment Advisors, LLC trimmed	Shares	-260	+$94.7K	$4.1M
21	Consolidated Investment Group LLC unchanged	Shares	0	+$85.2K	$3.2M
22	Mesirow Financial Investment Management, Inc. added	Shares	+6	+$63.5K	$2.4M
23	NWAM LLC added	Shares	+582	+$41.3K	$310.8K
24	Wealthcare Advisory Partners LLC added	Shares	+511	+$35.4K	$239.5K
25	WMS Group LLC trimmed	Shares	-460	+$30.2K	$2.1M
26	WESPAC Advisors SoCal, LLC trimmed	Shares	-32	+$29.0K	$1.1M
27	Mayflower Financial Advisors, LLC added	Shares	+48	+$22.6K	$743.0K
28	BFI Infinity Ltd. unchanged	Shares	0	+$22.2K	$828.6K
29	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$21.1K	$309.5K
30	Blue Trust, Inc. added	Shares	+318	+$18.8K	$29.8K
31	Farther Finance Advisors, LLC added	Shares	+277	+$16.3K	$53.2K
32	Corecam Pte. Ltd. unchanged	Shares	0	+$15.9K	$608.2K
33	PFG Investments, LLC added	Shares	+97	+$14.8K	$350.0K
34	Barry Investment Advisors, LLC trimmed	Shares	-2.3K	+$14.2K	$5.4M
35	MEITAV INVESTMENT HOUSE LTD unchanged	Shares	0	+$12.0K	$447.3K
36	Nova Wealth Management, Inc. new	Shares	+187	+$10.9K	$10.9K
37	Ted Buchan & Co unchanged	Shares	0	+$10.9K	$404.6K
38	CAPITAL ADVISORS INC/OK unchanged	Shares	0	+$8.3K	$309.1K
39	Capital Investment Advisory Services, LLC new	Shares	+135	+$7.9K	$7.9K
40	Atlatl Advisers LLC new	Shares	+125	+$7.3K	$7.3K
41	Cape Investment Advisory, Inc. new	Shares	+87	+$5.0K	$5.0K
42	LifeSteps Financial, Inc. new	Shares	+50	+$2.9K	$2.9K
43	City State Bank unchanged	Shares	0	+$1.2K	$46.5K
44	DARA CAPITAL US, INC. unchanged	Shares	0	+$1.1K	$57.8K
45	Bear Mountain Capital, Inc. new	Shares	+16	+$958	$958
46	IFP Advisors, Inc unchanged	Shares	0	+$780	$29.1K
47	JFS WEALTH ADVISORS, LLC new	Shares	+13	+$756	$756
48	WEBSTER BANK, N. A. unchanged	Shares	0	+$496	$18.5K
49	Versant Capital Management, Inc added	Shares	+2	+$397	$11.3K
50	Ares Financial Consulting, LLC added	Shares	+2	+$178	$13.1K

Scroll to load more