DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES INC (EEMV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
356
Reporting holders
$2.0B
Reported value
0.0%
Calls
0.0%
Puts
+9
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $251.3M | 3,338,217 | 0.02% | 31q | -3.3%-$8.6M |
| FMR LLC | $231.0M | 3,068,371 | 0.01% | 31q | +4.3%+$9.5M |
| BlackRock, Inc. | $211.2M | 2,805,754 | 0.00% | 8q | HELD |
| MORGAN STANLEY | $191.5M | 2,543,913 | 0.01% | 35q | -2.2%-$4.2M |
| Wharton Business Group, LLC | $172.8M | 2,294,992 | 5.78% | 19q | -2.2%-$3.9M |
| UBS Group AG | $82.6M | 1,097,717 | 0.01% | 31q | +4.8%+$3.8M |
| AMERIPRISE FINANCIAL INC | $72.3M | 959,974 | 0.01% | 31q | -0.7%-$538.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $57.7M | 767,092 | 0.03% | 31q | HELD |
| LPL Financial LLC | $48.1M | 638,492 | 0.01% | 31q | -4.7%-$2.4M |
| WELLS FARGO & COMPANY/MN | $47.8M | 635,410 | 0.01% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $40.9M | 542,993 | 0.01% | 31q | -1.5%-$608.0K |
| RAYMOND JAMES FINANCIAL INC | $26.7M | 355,221 | 0.01% | 7q | +31.3%+$6.4M |
| RHUMBLINE ADVISERS | $23.7M | 315,234 | 0.02% | 13q | -12.7%-$3.5M |
| Cetera Investment Advisers | $18.1M | 241,030 | 0.02% | 23q | -2.2%-$401.0K |
| Lester Murray Antman dba SimplyRich | $16.5M | 218,941 | 3.86% | 11q | -1.6%-$263.0K |
| JPMORGAN CHASE & CO | $15.3M | 205,108 | 0.00% | 31q | +4.4%+$652.6K |
| SECURIAN ASSET MANAGEMENT, INC | $15.3M | 215,206 | 0.55% | 31q | HELD |
| PNC Financial Services Group, Inc. | $15.0M | 199,105 | 0.01% | 31q | -1.4%-$213.9K |
| Modern Wealth Management, LLC | $13.6M | 180,699 | 0.16% | 6q | -8.6%-$1.3M |
| ROYAL BANK OF CANADA | $13.5M | 179,808 | 0.00% | 31q | +4.5%+$584.9K |
| ANDERSON HOAGLAND & CO | $13.4M | 177,812 | 1.05% | 23q | -1.9%-$262.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.3M | 176,822 | 0.02% | 31q | +4.2%+$537.4K |
| CAPTRUST FINANCIAL ADVISORS | $13.3M | 176,718 | 0.02% | 23q | -4.8%-$671.9K |
| OLD MISSION CAPITAL LLC | $12.9M | 171,614 | 0.20% | 4q | -43.2%-$9.8M |
| Creative Planning | $12.6M | 167,667 | 0.01% | 31q | HELD |
| Baird Financial Group, Inc. | $12.4M | 164,554 | 0.02% | 29q | +4.3%+$506.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.3M | 163,349 | 0.00% | 14q | +50.4%+$4.1M |
| JMAC ENTERPRISES LLC | $12.1M | 160,573 | 2.04% | 14q | +26.5%+$2.5M |
| Mariner, LLC | $11.3M | 150,313 | 0.01% | 31q | -7.8%-$951.8K |
| Symmetry Partners, LLC | $10.9M | 144,691 | 0.56% | 31q | +7.2%+$729.5K |
| Modera Wealth Management, LLC | $10.8M | 142,812 | 0.11% | 13q | -0.7%-$79.6K |
| Idaho Trust Co | $10.5M | 140,028 | 3.08% | 9q | +11.6%+$1.1M |
| Brookstone Capital Management | $10.1M | 134,794 | 0.10% | 31q | -10.7%-$1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $9.6M | 127,634 | 0.01% | 30q | -5.9%-$603.6K |
| GOLDMAN SACHS GROUP INC | $9.2M | 122,567 | 0.00% | 9q | +302.2%+$6.9M |
| CX Institutional | $8.7M | 115,931 | 0.25% | 3q | +2.5%+$210.9K |
| OSAIC HOLDINGS, INC. | $8.1M | 107,669 | 0.01% | 26q | +9.5%+$704.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.0M | 108,093 | 0.01% | 12q | -0.8%-$61.1K |
| World Investment Advisors | $7.1M | 110,003 | 0.12% | 31q | HELD |
| Cerity Partners LLC | $6.5M | 86,794 | 0.01% | 13q | -5.4%-$376.1K |
| Kestra Advisory Services, LLC | $6.2M | 82,905 | 0.02% | 24q | -6.1%-$402.2K |
| Well Done, LLC | $5.8M | 76,990 | 0.78% | 31q | -1.7%-$102.4K |
| Vestmark Advisory Solutions, Inc. | $5.1M | 67,987 | 0.05% | 4q | -4.2%-$225.1K |
| HighTower Advisors, LLC | $5.1M | 67,724 | 0.00% | 31q | -29.8%-$2.2M |
| MATHER GROUP, LLC. | $5.0M | 67,008 | 0.04% | 16q | -0.8%-$38.2K |
| RWA WEALTH PARTNERS, LLC | $5.0M | 66,814 | 0.05% | 2q | +11.2%+$507.1K |
| FOUNDERS FINANCIAL SECURITIES LLC | $4.7M | 62,942 | 0.24% | 10q | HELD |
| Horizon Investments, LLC | $4.7M | 62,419 | 0.05% | 10q | -50.0%-$4.7M |
| LMG Wealth Partners, LLC | $4.6M | 61,682 | 0.74% | 15q | -3.8%-$181.2K |
| Janney Montgomery Scott LLC | $4.6M | 61,551 | 0.01% | 31q | +43.8%+$1.4M |
| LM Advisors LLC | $4.5M | 60,239 | 0.51% | 4q | +1284.8%+$4.1M |
| Bleakley Financial Group, LLC | $4.3M | 56,668 | 0.05% | 5q | HELD |
| Ifrah Financial Services, Inc. | $4.3M | 56,493 | 1.04% | 31q | -2.0%-$84.8K |
| TRUIST FINANCIAL CORP | $4.2M | 56,128 | 0.01% | 27q | -4.7%-$207.1K |
| Foster Victor Wealth Advisors, LLC | $4.1M | 55,813 | 0.21% | 5q | -7.7%-$337.9K |
| Cambridge Investment Research Advisors, Inc. | $4.0M | 52,938 | 0.00% | 31q | +98.8%+$2.0M |
| Steward Partners Investment Advisory, LLC | $4.0M | 52,913 | 0.02% | 31q | -2.5%-$101.9K |
| FIFTH THIRD BANCORP | $3.8M | 50,730 | 0.01% | 31q | -5.4%-$216.9K |
| JONES FINANCIAL COMPANIES LLLP | $3.5M | 46,935 | 0.00% | 9q | +8.6%+$274.1K |
| OPPENHEIMER & CO INC | $3.4M | 45,567 | 0.04% | 31q | +4.9%+$160.1K |
| CLEAR WAVE WEALTH MANAGEMENT LLC | $3.4M | 45,359 | 0.63% | 2q | -5.0%-$178.1K |
| Apella Capital, LLC | $3.4M | 46,045 | 0.05% | 25q | -3.6%-$126.8K |
| Rockefeller Capital Management L.P. | $2.9M | 38,660 | 0.00% | 26q | -2.5%-$75.1K |
| Good Harbor Advisors, Inc. | $2.8M | 37,491 | 2.76% | 3q | +3.8%+$103.2K |
| Stratos Wealth Partners, LTD. | $2.8M | 37,363 | 0.03% | 4q | +2.0%+$56.2K |
| Focus Partners Wealth | $2.6M | 34,478 | 0.00% | 8q | +1.0%+$25.6K |
| PLIMOTH TRUST CO LLC | $2.5M | 33,106 | 0.50% | 31q | -1.4%-$35.9K |
| Beacon Bridge Wealth Partners, LLC | $2.5M | 32,978 | 0.71% | 12q | +6.9%+$160.5K |
| &PARTNERS | $2.4M | 31,331 | 0.01% | 8q | -9.5%-$248.5K |
| Parallel Advisors, LLC | $2.3M | 30,935 | 0.04% | 31q | +6.1%+$133.1K |
| Conservest Capital Advisors, Inc. | $2.3M | 30,703 | 0.18% | 31q | +0.7%+$15.5K |
| New England Private Wealth Advisors LLC | $2.3M | 32,163 | 0.22% | 31q | +0.8%+$19.4K |
| Johnson & White Wealth Management, LLC | $2.2M | 29,761 | 0.84% | 7q | -4.0%-$92.3K |
| Arax Advisory Partners | $2.2M | 29,726 | 0.01% | 3q | +2707.0%+$2.2M |
| Sequoia Financial Advisors, LLC | $2.2M | 28,667 | 0.01% | 7q | -1.3%-$29.5K |
| Friedenthal Financial | $2.2M | 28,629 | 1.00% | 31q | -2.5%-$54.9K |
| UMB Bank, n.a. | $2.1M | 28,343 | 0.03% | 19q | -3.6%-$79.6K |
| STIFEL FINANCIAL CORP | $2.1M | 27,514 | 0.00% | 31q | +3.7%+$73.9K |
| YHB Investment Advisors, Inc. | $2.1M | 27,316 | 0.13% | 15q | -8.7%-$195.0K |
| Hilltop National Bank | $2.0M | 26,737 | 0.43% | 9q | -18.2%-$448.7K |
| MML INVESTORS SERVICES, LLC | $2.0M | 26,706 | 0.00% | 31q | +20.6%+$342.8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $2.0M | 26,543 | 0.00% | 31q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $2.0M | 26,400 | 0.00% | 5q | -33.0%-$978.6K |
| Daiwa Securities Group Inc. | $2.0M | 25,950 | 0.00% | 31q | -6.8%-$143.0K |
| Integrated Wealth Concepts LLC | $1.8M | 24,445 | 0.01% | 30q | +1.4%+$25.4K |
| Mayflower Financial Advisors, LLC | $1.8M | 24,014 | 0.16% | 23q | -1.1%-$19.6K |
| CITADEL ADVISORS LLC | $1.8M | 23,880 | 0.00% | 5q | -4.8%-$90.1K |
| Arkadios Wealth Advisors | $1.8M | 23,654 | 0.03% | 6q | -2.8%-$50.8K |
| Private Advisor Group, LLC | $1.8M | 23,349 | 0.01% | 31q | +11.6%+$182.9K |
| MAI Capital Management | $1.7M | 23,209 | 0.01% | 17q | -1.0%-$17.9K |
| Carr Financial Group Corp | $1.7M | 22,913 | 0.40% | 15q | HELD |
| Physician Wealth Advisors, Inc. | $1.7M | 22,601 | 0.20% | 28q | -1.5%-$26.3K |
| Stratos Wealth Advisors, LLC | $1.7M | 22,361 | 0.09% | 17q | -1.7%-$28.8K |
| Rose Capital Advisors LLC | $1.7M | 22,113 | 0.83% | new | FIRST |
| Whipplewood Advisors, LLC | $1.5M | 20,554 | 1.04% | 7q | -7.7%-$128.7K |
| Focus Partners Advisor Solutions, LLC | $1.5M | 20,128 | 0.01% | 18q | -1.8%-$28.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.5M | 19,974 | 0.01% | 31q | -1.7%-$25.8K |
| Opus Financial Solutions LLC | $1.5M | 19,922 | 1.21% | 3q | +12.8%+$170.7K |
| JOHNSON INVESTMENT COUNSEL INC | $1.4M | 19,066 | 0.01% | 15q | +0.6%+$8.8K |
| ASPIRIANT, LLC | $1.4M | 19,040 | 0.04% | 31q | -0.8%-$11.1K |
Showing the largest 100 of 356 reported holders.
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 | 112 | $142.7M | 1,931,131 | 5 | 9 | 40 | 0.0% |
| Q2 2026 | 356 | $2.0B | 27,257,314 | 32 | 78 | 141 | 0.0% |
| Q1 2026 | 347 | $1.8B | 27,640,373 | 27 | 75 | 132 | 0.2% |
| Q4 2025 | 351 | $2.4B | 38,158,272 | 30 | 105 | 109 | 0.0% |
| Q3 2025 | 346 | $2.5B | 38,829,294 | 28 | 74 | 122 | 0.0% |
| Q2 2025 | 341 | $2.4B | 38,483,064 | 36 | 98 | 113 | 0.0% |
| Q1 2025 | 327 | $2.3B | 39,359,384 | 21 | 78 | 123 | 0.0% |
| Q4 2024 | 347 | $2.3B | 39,338,409 | 23 | 89 | 120 | 0.3% |
| Q3 2024 | 336 | $2.6B | 41,139,187 | 28 | 65 | 140 | 0.0% |
| Q2 2024 | 340 | $2.9B | 49,730,744 | 32 | 77 | 142 | 0.5% |
| Q1 2024 | 331 | $3.1B | 54,783,628 | 26 | 80 | 142 | 1.2% |
| Q4 2023 | 351 | $3.2B | 53,865,340 | 27 | 80 | 162 | 5.9% |
| Q3 2023 | 356 | $3.0B | 53,934,577 | 26 | 76 | 149 | 4.5% |
| Q2 2023 | 368 | $3.1B | 54,530,838 | 20 | 104 | 158 | 2.1% |
| Q1 2023 | 394 | $3.4B | 62,101,152 | 31 | 66 | 212 | 1.9% |
| Q4 2022 | 487 | $7.6B | 144,241,476 | 69 | 199 | 138 | 0.3% |
| Q3 2022 | 429 | $24.1B | 475,287,651 | 46 | 186 | 111 | 0.0% |
| Q2 2022 | 443 | $26.1B | 471,313,270 | 138 | 125 | 98 | 0.0% |
| Q1 2022 | 339 | $11.6B | 189,382,762 | 27 | 95 | 115 | 0.0% |
| Q4 2021 | 350 | $12.1B | 193,362,207 | 31 | 92 | 118 | 0.0% |
| Q3 2021 | 320 | $11.9B | 190,199,643 | 28 | 82 | 109 | 0.0% |
| Q2 2021 | 334 | $13.0B | 202,467,307 | 19 | 96 | 122 | 0.0% |
| Q1 2021 | 352 | $20.6B | 325,653,373 | 37 | 75 | 153 | 0.0% |
| Q4 2020 | 359 | $23.3B | 381,359,807 | 31 | 94 | 139 | 0.0% |
| Q3 2020 | 329 | $23.8B | 431,123,670 | 27 | 74 | 151 | 0.0% |
| Q2 2020 | 331 | $27.5B | 529,174,176 | 25 | 87 | 155 | 0.0% |
| Q1 2020 | 348 | $22.2B | 473,314,592 | 31 | 86 | 178 | 0.0% |
| Q4 2019 | 395 | $28.9B | 492,786,168 | 37 | 138 | 105 | 0.0% |
| Q3 2019 | 343 | $15.4B | 270,421,299 | 26 | 132 | 106 | 0.0% |
| Q2 2019 | 361 | $18.4B | 311,865,743 | 31 | 159 | 96 | 0.1% |
| Q1 2019 | 370 | $19.4B | 327,733,996 | 52 | 142 | 92 | 0.0% |
| Q4 2018 | 340 | $15.6B | 278,643,907 | 4 | 11 | 5 | 0.0% |