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INSTITUTIONAL SHAREHOLDER SERVICES INC.

CRD 111940 · SEC 801-55092

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702 KING FARM BLVD., SUITE 300, ROCKVILLE, MD, 20850, United States

Phone

301-556-0500

Fax

301-556-0491

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

Discretionary AUM

Team

3350 total employees; 1762 advisory reps; 2246 broker-dealer reps

Clients

Fees

Subscription fees; Fixed fees; PER PROXY ANALYSIS AND PROXY VOTE; ASSET-BASED ON ESG PRODS.

Org form

Corporation

Filing date

2026-05-01

Disciplinary history

No

Services

Pension consultingPublication of periodicalsSecurity ratingsPROXY ANALYSIS, PROXY VOTING RECOMMENDATIONS, PROXY RESEARCH AND PORTFOLIO SCREENING PRODUCTS, ESG

Client types

TypeClientsAUM
Banking/thrift institutions186$0
Investment companies45$0
Pooled investment vehicles307$0
Pension/profit sharing plans174$0
Charitable organizations45$0
State/municipal entities19$0
Other investment advisers1047$0
Insurance companies80$0
Sovereign wealth funds12$0
Corporations/business entities78$0

States served

DC, MD, MA, NY, OK

All web addresses on file

Official SEC filing: View on IAPD