DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES INC (EMHY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
103
Reporting holders
$356.1M
Reported value
0.0%
Calls
0.0%
Puts
-16
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 |
|---|---|---|---|---|---|
| ASSETMARK, INC | $59.6M | 1,466,720 | 0.10% | 19q | +7.1%+$3.9M |
| BlackRock, Inc. | $46.1M | 1,132,722 | 0.00% | 8q | +19.4%+$7.5M |
| Sound Income Strategies, LLC | $39.7M | 975,442 | 1.78% | 31q | -0.9%-$344.1K |
| BANK OF AMERICA CORP /DE/ | $35.7M | 877,905 | 0.00% | 31q | +15.5%+$4.8M |
| WELLS FARGO & COMPANY/MN | $29.5M | 725,394 | 0.00% | 31q | +2.0%+$572.9K |
| Horizon Wealth Management, LLC | $14.6M | 359,127 | 1.86% | 4q | +8.7%+$1.2M |
| Summit Financial, LLC | $13.0M | 320,352 | 0.14% | 6q | HELD |
| LPL Financial LLC | $11.0M | 270,241 | 0.00% | 31q | -4.3%-$494.6K |
| Bank Julius Baer & Co. Ltd, Zurich | $10.1M | 248,792 | 0.03% | 16q | HELD |
| Vontobel Holding Ltd. | $8.1M | 198,905 | 0.03% | 16q | HELD |
| MORGAN STANLEY | $7.3M | 179,234 | 0.00% | 35q | -0.5%-$37.3K |
| Systelligence, LLC | $4.5M | 110,155 | 0.75% | new | NEW |
| AE Wealth Management LLC | $4.4M | 108,150 | 0.02% | 29q | +6.0%+$249.4K |
| UBS Group AG | $3.8M | 93,335 | 0.00% | 31q | +7.8%+$273.4K |
| BLUELINE ADVISORS LLC | $3.8M | 92,965 | 2.62% | 3q | +5.7%+$204.0K |
| Mariner, LLC | $3.7M | 91,516 | 0.00% | 12q | -2.2%-$83.4K |
| HSBC HOLDINGS PLC | $3.7M | 91,300 | 0.00% | 13q | +52.8%+$1.3M |
| Kensington Asset Management, LLC | $3.3M | 81,603 | 0.18% | 4q | +44.2%+$1.0M |
| Mount Lucas Management LP | $3.2M | 77,798 | 1.13% | 14q | +1.4%+$42.6K |
| Cambridge Investment Research Advisors, Inc. | $3.1M | 75,042 | 0.00% | 31q | +96.6%+$1.5M |
| Cetera Investment Advisers | $3.0M | 73,793 | 0.00% | 15q | -7.6%-$247.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.9M | 70,191 | 0.00% | 31q | +11.5%+$294.2K |
| Tidal Investments LLC | $2.5M | 61,131 | 0.00% | 20q | +36.7%+$663.8K |
| Impact Partnership Wealth, LLC | $2.1M | 52,565 | 0.21% | 5q | +31.8%+$515.3K |
| FOCUS Wealth Advisors, LLC | $2.1M | 52,504 | 0.99% | 10q | +3.2%+$66.7K |
| Global Retirement Partners, LLC | $2.0M | 49,507 | 0.03% | 16q | +49.6%+$667.5K |
| Rockefeller Capital Management L.P. | $2.0M | 48,139 | 0.00% | 5q | +5.9%+$109.8K |
| AMERIPRISE FINANCIAL INC | $1.8M | 44,567 | 0.00% | 31q | +9.8%+$161.4K |
| MML INVESTORS SERVICES, LLC | $1.5M | 37,315 | 0.00% | 31q | -8.0%-$131.6K |
| Nilsine Partners, LLC | $1.5M | 36,909 | 0.10% | 14q | +2.7%+$40.1K |
| Note Advisors, LLC | $1.5M | 36,663 | 0.65% | new | NEW |
| Advisory Alpha, LLC | $1.4M | 35,049 | 0.03% | 22q | -8.7%-$135.0K |
| OSAIC HOLDINGS, INC. | $1.2M | 30,686 | 0.00% | 26q | +45.8%+$391.9K |
| Belpointe Asset Management LLC | $1.2M | 30,627 | 0.04% | 10q | +0.5%+$6.4K |
| Allie Family Office LLC | $1.1M | 28,167 | 0.42% | 3q | +347.9%+$889.7K |
| Wealthcare Advisory Partners LLC | $1.1M | 27,210 | 0.02% | 4q | +9.9%+$100.0K |
| Atria Investments, Inc | $986.7K | 24,265 | 0.01% | 9q | -33.5%-$497.6K |
| BENJAMIN EDWARDS INC | $927.5K | 22,809 | 0.01% | 5q | +7.6%+$65.6K |
| McAdam, LLC | $843.7K | 20,747 | 0.03% | 13q | +0.7%+$5.9K |
| ROYAL BANK OF CANADA | $748.0K | 18,383 | 0.00% | 31q | +4.4%+$31.3K |
| TRUIST FINANCIAL CORP | $747.2K | 18,374 | 0.00% | 25q | -1.9%-$14.4K |
| CreativeOne Wealth, LLC | $705.9K | 17,358 | 0.02% | 2q | +10.2%+$65.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $687.2K | 16,900 | 0.00% | 30q | -7.8%-$58.0K |
| Hyundai Investments Co., Ltd. | $679.9K | 16,705 | 0.74% | 3q | +40.0%+$194.3K |
| D.A. DAVIDSON & CO. | $675.5K | 16,612 | 0.00% | 10q | +14.4%+$85.0K |
| Greenline Wealth Management LLC | $670.6K | 16,492 | 0.55% | 3q | +15.6%+$90.3K |
| RAYMOND JAMES FINANCIAL INC | $657.0K | 16,158 | 0.00% | 7q | -31.5%-$302.0K |
| Optivise Advisory Services LLC | $616.9K | 15,171 | 0.31% | 3q | -18.3%-$137.9K |
| Ariadne Wealth Management, LP | $606.3K | 14,910 | 0.27% | 9q | HELD |
| AlphaCentric Advisors LLC | $497.4K | 12,231 | 0.42% | 11q | +3.6%+$17.1K |
| Thrivent Financial for Lutherans | $495.0K | 12,174 | 0.00% | 3q | -83.5%-$2.5M |
| CPWA, LLC | $470.9K | 11,580 | 0.55% | 2q | +2.2%+$10.1K |
| Sanctuary Advisors, LLC | $442.1K | 10,871 | 0.00% | 9q | +4.8%+$20.1K |
| Yoffe Investment Management, LLC | $427.5K | 10,513 | 0.49% | 7q | HELD |
| High Net Worth Advisory Group LLC | $406.6K | 10,000 | 0.09% | 13q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $405.8K | 10,017 | 0.00% | 7q | -12.4%-$57.4K |
| Bank of New York Mellon Corp | $403.8K | 9,929 | 0.00% | 31q | -48.1%-$373.7K |
| Haverford Trust Co | $384.3K | 9,450 | 0.00% | new | NEW |
| MATHER GROUP, LLC. | $351.4K | 8,642 | 0.00% | 2q | -31.1%-$158.7K |
| Concurrent Investment Advisors, LLC | $341.6K | 8,400 | 0.00% | 11q | HELD |
| Gateway Wealth Partners, LLC | $313.5K | 7,710 | 0.02% | 2q | +7.1%+$20.9K |
| Global View Capital Management LLC | $292.0K | 7,180 | 0.06% | new | NEW |
| Onyx Bridge Wealth Group LLC | $282.3K | 6,943 | 0.03% | 2q | -0.6%-$1.7K |
| TriaGen Wealth Management LLC | $268.8K | 6,610 | 0.07% | 4q | -0.7%-$1.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $257.2K | 6,324 | 0.00% | 31q | -89.0%-$2.1M |
| CIBC Bancorp USA Inc. | $252.0K | 6,197 | 0.00% | 2q | HELD |
| Apollon Wealth Management, LLC | $240.4K | 5,911 | 0.00% | 15q | -4.9%-$12.4K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $235.9K | 5,802 | 0.01% | 3q | -16.2%-$45.5K |
| NorthRock Partners, LLC | $235.7K | 5,795 | 0.00% | 4q | -13.4%-$36.5K |
| Alternative Investment Advisors, LLC. | $215.2K | 5,293 | 0.08% | 12q | -0.7%-$1.5K |
| Farther Finance Advisors, LLC | $213.6K | 5,253 | 0.00% | 8q | -15.8%-$40.1K |
| HORIZON FINANCIAL SERVICES, LLC | $187.4K | 4,608 | 0.07% | 10q | -21.0%-$49.7K |
| Aspect Partners, LLC | $179.5K | 4,414 | 0.07% | 11q | HELD |
| IFP Advisors, Inc | $178.6K | 4,391 | 0.00% | 37q | -5.0%-$9.5K |
| Compagnie Lombard Odier SCmA | $178.1K | 4,380 | 0.00% | 19q | HELD |
| FIFTH THIRD BANCORP | $170.3K | 4,189 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $170.1K | 4,183 | 0.01% | 4q | HELD |
| Strategic Investment Advisors / MI | $138.0K | 3,394 | 0.01% | 2q | HELD |
| FMR LLC | $112.8K | 2,775 | 0.00% | 14q | +105.4%+$57.9K |
| BFC Planning, Inc. | $112.0K | 2,754 | 0.00% | 7q | -1.2%-$1.3K |
| Continuum Advisory, LLC | $75.8K | 1,865 | 0.01% | new | NEW |
| Key Capital Management, INC | $73.0K | 1,794 | 0.04% | 3q | -29.1%-$30.0K |
| Investors Research Corp | $64.6K | 1,589 | 0.01% | 29q | HELD |
| Steward Partners Investment Advisory, LLC | $55.5K | 1,364 | 0.00% | 29q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $48.2K | 1,186 | 0.00% | 4q | -46.6%-$42.0K |
| Rossby Financial, LCC | $47.7K | 1,172 | 0.01% | 6q | -7.5%-$3.9K |
| NATIONAL BANK OF CANADA /FI/ | $42.2K | 1,039 | 0.00% | 3q | HELD |
| PNC Financial Services Group, Inc. | $28.5K | 700 | 0.00% | 31q | HELD |
| JPMORGAN CHASE & CO | $23.6K | 579 | 0.00% | 3q | +214.7%+$16.1K |
| AMERIFLEX GROUP, INC. | $21.0K | 516 | 0.01% | 7q | HELD |
| DELTA ASSET MANAGEMENT LLC/TN | $16.4K | 404 | 0.00% | 15q | -1.7% |
| Mosley Wealth Management | $15.3K | 377 | 0.00% | 2q | -82.1%-$70.4K |
| HARBOUR INVESTMENTS, INC. | $14.4K | 355 | 0.00% | 6q | HELD |
| Geneos Wealth Management Inc. | $6.1K | 150 | 0.00% | 38q | HELD |
| Buck Wealth Strategies, LLC | $6.0K | 147 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.2K | 129 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $4.8K | 118 | 0.00% | 9q | HELD |
| Pflug Koory, LLC | $4.4K | 107 | 0.00% | 21q | HELD |
| Hilton Head Capital Partners, LLC | $2.7K | 67 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $2.5K | 62 | 0.00% | 10q | +1.6% |
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 |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock, Inc. | 0.0% |
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 | 30 | $122.2M | 3,156,936 | 4 | 11 | 5 | 0.0% |
| Q2 2026 | 103 | $356.1M | 8,758,341 | 8 | 39 | 32 | 0.0% |
| Q1 2026 | 119 | $334.0M | 8,483,294 | 18 | 40 | 35 | 0.0% |
| Q4 2025 | 114 | $346.6M | 8,585,113 | 17 | 41 | 29 | 0.0% |
| Q3 2025 | 105 | $328.2M | 8,271,797 | 19 | 43 | 26 | 0.0% |
| Q2 2025 | 98 | $291.1M | 7,471,220 | 10 | 28 | 35 | 0.0% |
| Q1 2025 | 111 | $308.2M | 8,078,083 | 14 | 39 | 31 | 0.0% |
| Q4 2024 | 113 | $316.5M | 8,308,439 | 19 | 45 | 22 | 0.0% |
| Q3 2024 | 97 | $299.1M | 7,629,840 | 11 | 23 | 43 | 0.0% |
| Q2 2024 | 95 | $264.0M | 7,102,376 | 12 | 37 | 18 | 0.0% |
| Q1 2024 | 92 | $237.2M | 6,335,301 | 15 | 31 | 20 | 0.0% |
| Q4 2023 | 82 | $185.6M | 5,107,019 | 3 | 23 | 31 | 0.0% |
| Q3 2023 | 83 | $180.9M | 5,316,024 | 11 | 26 | 28 | 0.0% |
| Q2 2023 | 77 | $177.6M | 5,089,710 | 8 | 25 | 26 | 0.0% |
| Q1 2023 | 77 | $195.6M | 5,549,756 | 14 | 21 | 25 | 0.0% |
| Q4 2022 | 73 | $165.6M | 4,735,140 | 16 | 16 | 25 | 0.0% |
| Q3 2022 | 63 | $176.5M | 5,434,776 | 9 | 14 | 25 | 0.0% |
| Q2 2022 | 70 | $208.6M | 6,051,208 | 8 | 16 | 30 | 0.0% |
| Q1 2022 | 78 | $323.0M | 8,117,012 | 4 | 28 | 26 | 0.0% |
| Q4 2021 | 81 | $338.6M | 7,722,242 | 10 | 29 | 19 | 0.0% |
| Q3 2021 | 81 | $3.6B | 80,423,630 | 6 | 33 | 23 | 0.0% |
| Q2 2021 | 82 | $3.3B | 73,173,771 | 9 | 38 | 13 | 0.0% |
| Q1 2021 | 81 | $2.2B | 50,246,295 | 10 | 28 | 20 | 0.0% |
| Q4 2020 | 79 | $3.0B | 63,895,626 | 6 | 29 | 20 | 0.0% |
| Q3 2020 | 79 | $2.9B | 67,222,998 | 7 | 23 | 27 | 0.0% |
| Q2 2020 | 78 | $2.9B | 67,740,144 | 11 | 21 | 32 | 0.0% |
| Q1 2020 | 75 | $2.0B | 52,715,163 | 12 | 35 | 15 | 0.0% |
| Q4 2019 | 80 | $2.2B | 46,162,124 | 10 | 36 | 15 | 0.0% |
| Q3 2019 | 72 | $1.3B | 28,133,960 | 13 | 28 | 15 | 0.0% |
| Q2 2019 | 61 | $1.4B | 28,424,732 | 7 | 24 | 16 | 0.0% |
| Q1 2019 | 63 | $1.2B | 26,441,235 | 8 | 27 | 14 | 0.0% |
| Q4 2018 | 66 | $931.1M | 20,983,609 | 3 | 3 | 2 | 0.0% |