DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES INC (EEMS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
111
Reporting holders
$240.8M
Reported value
0.0%
Calls
0.0%
Puts
-3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | $18.8M | 247,105 | 0.04% | 18q | +12.7%+$2.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.6M | 192,767 | 0.01% | 17q | HELD |
| STATE OF WISCONSIN INVESTMENT BOARD | $13.6M | 179,350 | 0.03% | 9q | +0.7%+$93.9K |
| MORGAN STANLEY | $13.1M | 172,189 | 0.00% | 35q | HELD |
| Checchi Capital Advisers, LLC | $12.3M | 162,692 | 0.56% | 31q | +0.7%+$86.3K |
| BANK OF AMERICA CORP /DE/ | $10.9M | 144,032 | 0.00% | 31q | -29.9%-$4.7M |
| Savant Capital, LLC | $9.1M | 120,210 | 0.03% | 5q | +0.8%+$68.4K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $9.0M | 119,047 | 0.16% | 31q | HELD |
| HARBOR ADVISORY CORP /MA/ | $8.8M | 116,281 | 2.36% | 19q | +2.4%+$206.3K |
| OLD MISSION CAPITAL LLC | $8.5M | 112,416 | 0.14% | 4q | +169.9%+$5.4M |
| WELLS FARGO & COMPANY/MN | $8.5M | 111,692 | 0.00% | 31q | +6.1%+$487.4K |
| LPL Financial LLC | $8.0M | 105,226 | 0.00% | 31q | +0.9%+$74.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.6M | 100,791 | 0.00% | 7q | +193.9%+$5.0M |
| RAYMOND JAMES FINANCIAL INC | $6.8M | 90,013 | 0.00% | 7q | +14.4%+$860.4K |
| Johnson Financial Group, LLC | $6.2M | 81,115 | 0.33% | 22q | -4.3%-$278.2K |
| Omega Financial Group, LLC | $5.8M | 76,931 | 1.78% | 31q | HELD |
| Texas Yale Capital Corp. | $5.1M | 67,007 | 0.11% | 31q | +1.9%+$93.8K |
| Pathway Financial Advisors LLC | $4.2M | 56,453 | 0.49% | 15q | +1.2%+$51.6K |
| ENVESTNET ASSET MANAGEMENT INC | $4.1M | 53,845 | 0.00% | 25q | -3.0%-$124.6K |
| Sowell Financial Services LLC | $3.7M | 48,944 | 0.12% | 16q | +0.7%+$24.6K |
| UBS Group AG | $3.6M | 47,153 | 0.00% | 31q | +12.5%+$397.4K |
| JANE STREET GROUP, LLC | $3.2M | 42,715 | 0.00% | 4q | +740.7%+$2.9M |
| Creative Planning | $3.1M | 40,393 | 0.00% | 31q | -2.5%-$80.0K |
| BlackRock, Inc. | $3.0M | 39,812 | 0.00% | 8q | +8.4%+$233.3K |
| Cetera Investment Advisers | $2.5M | 32,403 | 0.00% | 15q | +2.2%+$53.9K |
| Clear Harbor Asset Management, LLC | $2.3M | 29,684 | 0.14% | 14q | +14.6%+$287.2K |
| Cypress Point Wealth Management, LLC | $2.0M | 26,698 | 0.41% | 16q | -10.7%-$244.0K |
| VICTORY CAPITAL MANAGEMENT INC | $2.0M | 26,646 | 0.00% | 31q | +5.7%+$108.5K |
| Pure Financial Advisors, LLC | $1.9M | 25,201 | 0.02% | 31q | HELD |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $1.7M | 22,303 | 1.14% | 3q | -64.1%-$3.0M |
| Summit Financial, LLC | $1.6M | 21,026 | 0.02% | 4q | -8.1%-$141.2K |
| OneDigital Investment Advisors LLC | $1.6M | 20,934 | 0.01% | 31q | -5.8%-$98.7K |
| Williams & Novak, LLC | $1.5M | 20,035 | 1.01% | 11q | -1.1%-$17.4K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.3M | 17,638 | 0.02% | 26q | -0.8%-$10.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 17,022 | 0.00% | new | NEW |
| REBALANCE, LLC | $1.2M | 15,804 | 0.06% | 15q | -5.2%-$65.4K |
| OSAIC HOLDINGS, INC. | $1.2M | 15,564 | 0.00% | 26q | +184.3%+$766.1K |
| Greenspring Advisors, LLC | $1.2M | 15,440 | 0.06% | 3q | -1.7%-$19.9K |
| NorthLanding Financial Partners, LLC | $1.2M | 15,320 | 0.80% | 16q | +5.8%+$63.9K |
| Integrated Wealth Concepts LLC | $1.1M | 14,830 | 0.01% | 4q | +5.6%+$59.6K |
| SAX WEALTH ADVISORS, LLC | $969.2K | 14,009 | 0.04% | 10q | -21.2%-$260.7K |
| Perigon Wealth Management, LLC | $854.8K | 11,264 | 0.01% | 24q | HELD |
| Powerhouse Assets LLC | $836.7K | 11,025 | 0.68% | 3q | +2.8%+$22.8K |
| Pathstone Holdings, LLC | $798.4K | 10,521 | 0.00% | new | NEW |
| Trust Co of the South | $788.9K | 10,395 | 0.11% | 11q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $772.1K | 10,175 | 0.00% | 2q | +3.4%+$25.6K |
| Advisory Services Network, LLC | $754.3K | 9,940 | 0.01% | 31q | +6.3%+$44.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $734.7K | 9,681 | 0.00% | 20q | -0.5%-$4.0K |
| Glass Jacobson Investment Advisors llc | $719.9K | 9,487 | 0.22% | 11q | +3.7%+$25.6K |
| Avior Wealth Management, LLC | $718.5K | 9,467 | 0.02% | 10q | HELD |
| Falcon Wealth Planning | $715.0K | 9,422 | 0.05% | 18q | -1.3%-$9.6K |
| Janney Montgomery Scott LLC | $692.0K | 9,111 | 0.00% | 14q | +0.7%+$4.9K |
| SIMON QUICK ADVISORS, LLC | $691.0K | 9,105 | 0.03% | 16q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $670.0K | 9,012 | 0.00% | 9q | +0.8%+$5.6K |
| NOTTINGHAM ADVISORS, INC. | $587.1K | 8,297 | 0.07% | 8q | HELD |
| MB Generational Wealth, LLC | $580.2K | 7,645 | 0.28% | 11q | HELD |
| AMERIPRISE FINANCIAL INC | $571.6K | 7,532 | 0.00% | 18q | -0.8%-$4.7K |
| BIP Wealth, LLC | $543.1K | 7,157 | 0.02% | 14q | HELD |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $541.6K | 7,136 | 0.31% | 11q | -2.6%-$14.4K |
| Nuveen, LLC | $516.0K | 6,799 | 0.00% | new | NEW |
| Index Fund Advisors, Inc. | $498.6K | 6,571 | 0.02% | 19q | -1.7%-$8.7K |
| CITADEL ADVISORS LLC | $487.7K | 6,426 | 0.00% | 4q | -81.0%-$2.1M |
| Samalin Investment Counsel, LLC | $472.1K | 6,221 | 0.15% | 9q | -2.0%-$9.9K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $459.3K | 6,052 | 0.01% | 15q | -16.3%-$89.7K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $450.3K | 5,934 | 0.13% | 15q | -4.1%-$19.2K |
| ROYAL BANK OF CANADA | $449.0K | 5,923 | 0.00% | 31q | +12.3%+$49.0K |
| Cascade Financial Partners, LLC | $440.8K | 5,808 | 0.04% | 5q | HELD |
| GOULD ASSET MANAGEMENT LLC /CA/ | $407.1K | 5,365 | 0.06% | 24q | HELD |
| Corient Private Wealth LP | $373.2K | 4,917 | 0.00% | 14q | -35.4%-$204.2K |
| Sigma Planning Corp | $361.1K | 4,758 | 0.01% | 2q | HELD |
| Focus Partners Wealth | $340.5K | 4,487 | 0.00% | 8q | -1.3%-$4.6K |
| Quantinno Capital Management LP | $336.0K | 4,427 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $319.4K | 4,209 | 0.00% | 2q | -1.2%-$3.9K |
| STIFEL FINANCIAL CORP | $308.5K | 4,065 | 0.00% | 3q | +25.7%+$63.1K |
| JPMORGAN CHASE & CO | $301.4K | 4,012 | 0.00% | 23q | HELD |
| M&T Bank Corp | $298.9K | 3,939 | 0.00% | new | NEW |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $274.8K | 3,616 | 0.00% | 3q | HELD |
| Harbour Capital Advisors, LLC | $265.7K | 3,530 | 0.05% | 2q | +13.5%+$31.6K |
| Kohmann Bosshard Financial Services, LLC | $265.5K | 3,498 | 0.02% | 5q | HELD |
| Virtue Capital Management, LLC | $257.1K | 3,388 | 0.03% | 15q | -17.1%-$53.0K |
| Valued Retirements, Inc. | $242.1K | 3,190 | 0.22% | 11q | -39.8%-$160.2K |
| Freestone Capital Holdings, LLC | $224.0K | 2,952 | 0.01% | new | NEW |
| AlphaCore Capital LLC | $211.9K | 2,792 | 0.00% | 6q | -14.3%-$35.3K |
| Global Retirement Partners, LLC | $155.0K | 2,042 | 0.00% | 16q | HELD |
| NewEdge Advisors, LLC | $151.8K | 2,000 | 0.00% | 15q | HELD |
| Farther Finance Advisors, LLC | $129.3K | 1,715 | 0.00% | 4q | -81.7%-$577.4K |
| MARYLAND CAPITAL ADVISORS INC. | $104.0K | 1,370 | 0.03% | 18q | -0.9% |
| SBI Securities Co., Ltd. | $95.2K | 1,254 | 0.00% | 7q | -2.8%-$2.7K |
| FMR LLC | $93.8K | 1,236 | 0.00% | 16q | +8.1%+$7.1K |
| Strategic Wealth Partners, Ltd. | $86.1K | 1,134 | 0.01% | 4q | HELD |
| MASECO LLP | $84.3K | 1,112 | 0.00% | 3q | HELD |
| Bogart Wealth, LLC | $79.8K | 1,051 | 0.00% | 15q | HELD |
| US BANCORP \DE\ | $65.2K | 859 | 0.00% | new | NEW |
| Triumph Capital Management | $56.2K | 741 | 0.01% | 3q | -5.7%-$3.4K |
| AdvisorNet Financial, Inc | $43.6K | 574 | 0.00% | 11q | +0.7% |
| HARBOUR INVESTMENTS, INC. | $36.2K | 477 | 0.00% | 13q | HELD |
| Noble Wealth Management PBC | $30.4K | 400 | 0.01% | 6q | HELD |
| Hilton Head Capital Partners, LLC | $25.8K | 340 | 0.01% | 3q | HELD |
| Rockefeller Capital Management L.P. | $24.6K | 324 | 0.00% | 4q | HELD |
| MB, LEVIS & ASSOCIATES, LLC | $23.1K | 304 | 0.01% | 15q | +0.7% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-05 | 13G | BlackRock Portfolio Management LLC | 11.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 36 | $37.3M | 495,423 | 3 | 8 | 8 | 0.0% |
| Q2 2026 | 111 | $240.8M | 3,176,350 | 8 | 35 | 33 | 0.0% |
| Q1 2026 | 114 | $280.8M | 4,059,191 | 8 | 33 | 35 | 0.0% |
| Q4 2025 | 113 | $273.0M | 4,043,627 | 9 | 38 | 29 | 0.0% |
| Q3 2025 | 111 | $275.7M | 4,060,530 | 13 | 30 | 23 | 0.0% |
| Q2 2025 | 102 | $308.5M | 4,799,022 | 6 | 32 | 29 | 0.0% |
| Q1 2025 | 103 | $194.3M | 3,492,863 | 3 | 29 | 36 | 0.0% |
| Q4 2024 | 123 | $208.8M | 3,592,214 | 7 | 38 | 32 | 0.0% |
| Q3 2024 | 122 | $251.2M | 3,939,177 | 12 | 33 | 34 | 0.0% |
| Q2 2024 | 118 | $271.0M | 4,438,514 | 7 | 28 | 30 | 0.0% |
| Q1 2024 | 124 | $258.4M | 4,391,541 | 12 | 33 | 35 | 0.0% |
| Q4 2023 | 120 | $250.1M | 4,327,739 | 11 | 37 | 27 | 0.0% |
| Q3 2023 | 106 | $201.4M | 3,688,700 | 7 | 27 | 26 | 0.0% |
| Q2 2023 | 115 | $266.3M | 4,961,636 | 10 | 34 | 32 | 0.0% |
| Q1 2023 | 110 | $274.4M | 5,448,649 | 7 | 32 | 32 | 0.0% |
| Q4 2022 | 108 | $258.2M | 5,335,043 | 18 | 29 | 31 | 0.0% |
| Q3 2022 | 91 | $7.0B | 153,307,076 | 11 | 24 | 27 | 0.0% |
| Q2 2022 | 93 | $7.4B | 152,976,229 | 9 | 33 | 25 | 0.0% |
| Q1 2022 | 96 | $9.0B | 158,152,425 | 12 | 27 | 22 | 0.0% |
| Q4 2021 | 97 | $11.9B | 197,563,715 | 13 | 34 | 21 | 0.0% |
| Q3 2021 | 87 | $9.3B | 154,104,343 | 11 | 31 | 20 | 0.0% |
| Q2 2021 | 84 | $9.7B | 154,168,504 | 7 | 30 | 18 | 0.0% |
| Q1 2021 | 82 | $9.1B | 158,409,604 | 17 | 21 | 18 | 0.0% |
| Q4 2020 | 73 | $8.4B | 159,803,003 | 11 | 19 | 18 | 0.0% |
| Q3 2020 | 66 | $6.9B | 157,832,574 | 12 | 13 | 19 | 0.0% |
| Q2 2020 | 60 | $6.2B | 158,770,840 | 15 | 15 | 17 | 0.0% |
| Q1 2020 | 61 | $2.5B | 78,016,430 | 14 | 18 | 18 | 0.0% |
| Q4 2019 | 68 | $804.2M | 17,767,727 | 5 | 21 | 21 | 0.0% |
| Q3 2019 | 66 | $118.7M | 2,818,595 | 7 | 19 | 15 | 0.0% |
| Q2 2019 | 70 | $562.3M | 12,669,889 | 7 | 21 | 19 | 0.0% |
| Q1 2019 | 77 | $542.9M | 12,069,272 | 11 | 16 | 26 | 0.0% |
| Q4 2018 | 82 | $167.3M | 3,998,546 | 1 | 2 | 0 | 0.0% |