18 institutions reported holding $37.3M of ISHARES INC (HEEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pictet Asset Management Holding SA ($11.3M), ENVESTNET ASSET MANAGEMENT INC ($6.0M), Friedenthal Financial ($6.0M), TRUIST FINANCIAL CORP ($4.8M), KINGSWOOD WEALTH ADVISORS, LLC ($3.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pictet Asset Management Holding SA | $11.3M | 252,301 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $6.0M | 135,156 | Added |
| 3 | Friedenthal Financial | $6.0M | 133,965 | Trimmed |
| 4 | TRUIST FINANCIAL CORP | $4.8M | 108,394 | Added |
| 5 | KINGSWOOD WEALTH ADVISORS, LLC | $3.5M | 79,163 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 77,723 | Trimmed |
| 7 | Prospera Financial Services Inc | $437,235 | 9,775 | Hold |
| 8 | PARK AVENUE SECURITIES LLC | $414,000 | 9,260 | Trimmed |
| 9 | EverSource Wealth Advisors, LLC | $387,764 | 8,669 | New |
| 10 | Atria Investments, Inc | $293,518 | 6,562 | Trimmed |
| 11 | Gladstone Institutional Advisory LLC | $210,195 | 4,699 | New |
| 12 | Golden State Wealth Management, LLC | $105,700 | 2,363 | Trimmed |
| 13 | LFA - Lugano Financial Advisors SA | $93,933 | 2,100 | New |
| 14 | Harbor Asset Planning, Inc. | $90,786 | 2,030 | Hold |
| 15 | AE Wealth Management LLC | $64,142 | 1,434 | Hold |
| 16 | Triumph Capital Management | $31,311 | 700 | Hold |
| 17 | Whipplewood Advisors, LLC | $16,013 | 358 | Hold |
| 18 | ASSETMARK, INC | $13,553 | 303 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30