DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES INC (EMXC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,033
Reporting holders
$19.6B
Reported value
1.0%
Calls
0.4%
Puts
+91
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 |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | $3.7B | 36,096,959 | 0.32% | 19q | +21.6%+$656.5M |
| BANK OF AMERICA CORP /DE/ | $1.6B | 15,416,323 | 0.10% | 30q | +12.7%+$178.3M |
| NORTHERN TRUST CORP | $779.5M | 7,620,077 | 0.09% | 20q | +3.4%+$25.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $547.4M | 5,351,025 | 0.29% | 20q | +4.1%+$21.4M |
| Bank of New York Mellon Corp | $532.2M | 5,202,164 | 0.09% | 19q | -4.7%-$26.1M |
| MORGAN STANLEY | $449.3M | 4,391,922 | 0.02% | 27q | +1.1%+$5.0M |
| LPL Financial LLC | $433.0M | 4,232,483 | 0.10% | 25q | +32.5%+$106.1M |
| AMERIPRISE FINANCIAL INC | $401.5M | 3,874,678 | 0.08% | 22q | -1.9%-$7.9M |
| BlackRock, Inc. | $361.9M | 3,537,826 | 0.01% | 8q | +6.3%+$21.3M |
| Cullen/Frost Bankers, Inc. | $317.7M | 3,105,139 | 3.13% | 12q | +21.1%+$55.4M |
| ENVESTNET ASSET MANAGEMENT INC | $310.3M | 3,033,652 | 0.07% | 22q | +47.5%+$100.0M |
| JPMORGAN CHASE & CO | $277.3M | 2,760,202 | 0.02% | 18q | +5.3%+$13.8M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $263.9M | 2,579,723 | 0.71% | 5q | -14.1%-$43.4M |
| WELLS FARGO & COMPANY/MN | $258.9M | 2,531,137 | 0.04% | 20q | +20.6%+$44.2M |
| UBS Group AG | $227.8M incl. $1.1M options CALL | 2,215,349 | 0.03% | 26q | +5.7%+$12.4M |
| Facet Wealth, Inc. | $223.9M | 2,188,288 | 3.21% | 3q | +0.6%+$1.3M |
| US BANCORP \DE\ | $212.1M | 2,073,581 | 0.23% | 16q | +6.7%+$13.4M |
| STIFEL FINANCIAL CORP | $195.7M | 1,912,586 | 0.16% | 22q | +26.8%+$41.3M |
| JANE STREET GROUP, LLC | $194.1M incl. $716.1K options CALL | 1,890,485 | 0.02% | 4q | +51865.0%+$193.7M |
| CENTRAL TRUST Co | $191.6M | 1,873,125 | 3.47% | 21q | -0.9%-$1.7M |
| Invesco Ltd. | $179.7M | 1,757,000 | 0.01% | 3q | -15.2%-$32.2M |
| Jupiter Topco LLC | $175.4M | 1,714,300 | 0.07% | new | FIRST |
| Valmark Advisers, Inc. | $157.2M | 1,536,180 | 1.67% | 16q | -14.4%-$26.5M |
| Russell Investments Group, Ltd. | $147.9M | 1,446,073 | 0.13% | 20q | -5.5%-$8.7M |
| Johns Hopkins University | $145.6M | 1,423,744 | 9.74% | 7q | HELD |
| Clal Insurance Enterprises Holdings Ltd | $133.2M | 1,302,290 | 0.60% | 20q | +3301.1%+$129.3M |
| Advocacy Wealth Management, LLC | $122.6M | 1,198,777 | 4.46% | 11q | +132.1%+$69.8M |
| GROUP ONE TRADING LLC | $121.1M CALL+PUT | options only | 0.17% | 7q | OPTIONS |
| RAYMOND JAMES FINANCIAL INC | $121.0M | 1,182,341 | 0.03% | 7q | +15.3%+$16.0M |
| EASTERN BANK | $117.4M | 1,147,210 | 1.80% | 8q | -9.8%-$12.8M |
| HighTower Advisors, LLC | $111.8M | 1,092,974 | 0.11% | 25q | -4.8%-$5.7M |
| Avidian Wealth Enterprises, LLC | $109.3M | 1,067,982 | 3.02% | 16q | +0.9%+$981.1K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $106.9M | 1,044,702 | 3.77% | 16q | +2.2%+$2.3M |
| RiverFront Investment Group, LLC | $105.1M | 1,026,995 | 1.39% | 21q | +9.8%+$9.4M |
| ROYAL BANK OF CANADA | $104.0M | 1,016,870 | 0.02% | 26q | +12.3%+$11.4M |
| Composition Wealth, LLC | $94.2M | 920,867 | 1.10% | 11q | -3.7%-$3.6M |
| MAI Capital Management | $91.2M | 891,372 | 0.34% | 14q | +329.9%+$70.0M |
| Bridgewater Associates, LP | $90.1M | 880,516 | 0.37% | 2q | -17.9%-$19.6M |
| IMC-Chicago, LLC | $88.9M CALL+PUT | options only | 0.02% | 9q | OPTIONS |
| Mariner, LLC | $85.8M | 838,682 | 0.09% | 19q | +5.3%+$4.3M |
| Creative Planning | $81.4M | 795,831 | 0.05% | 28q | -1.2%-$1.0M |
| 1ST SOURCE BANK | $80.4M | 786,100 | 3.65% | 16q | HELD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $73.4M | 717,949 | 0.25% | 2q | +13.2%+$8.6M |
| HANCOCK WHITNEY CORP | $71.7M | 700,982 | 1.19% | 19q | +9.3%+$6.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $69.0M | 674,300 | 0.09% | 25q | +2.0%+$1.4M |
| OSAIC HOLDINGS, INC. | $68.8M | 671,667 | 0.08% | 25q | +82.0%+$31.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $68.2M | 666,900 | 0.14% | 9q | -12.4%-$9.7M |
| Myriad Asset Management Advisors LLC | $68.0M | 665,140 | 16.06% | 3q | -10.6%-$8.1M |
| Crestwood Advisors Group, LLC | $67.4M | 658,794 | 1.00% | 19q | +41.6%+$19.8M |
| ANDERSON HOAGLAND & CO | $66.6M | 651,452 | 5.22% | 12q | HELD |
| Hughes Financial Services, LLC | $66.3M | 647,996 | 8.79% | 7q | -10.1%-$7.4M |
| Thrivent Financial for Lutherans | $64.5M | 630,756 | 0.11% | 18q | +4.8%+$3.0M |
| CITIGROUP INC | $64.0M | 625,504 | 0.02% | 20q | +574.0%+$54.5M |
| New York Life Investment Management LLC | $63.2M | 618,086 | 0.44% | 5q | +7.9%+$4.6M |
| Farther Finance Advisors, LLC | $62.9M | 614,537 | 0.49% | 11q | +2.8%+$1.7M |
| Focus Partners Wealth | $62.3M | 609,087 | 0.06% | 9q | +12.0%+$6.7M |
| Aprio Wealth Management, LLC | $62.0M | 605,741 | 3.06% | 12q | -6.0%-$4.0M |
| Cetera Investment Advisers | $60.6M | 592,596 | 0.06% | 15q | +25.5%+$12.3M |
| Artemis Wealth Advisors, LLC | $58.5M | 571,595 | 7.01% | 14q | -27.0%-$21.7M |
| Integrated Wealth Concepts LLC | $57.0M | 557,027 | 0.37% | 15q | -1.8%-$1.1M |
| Ayalon Insurance Comp Ltd. | $55.2M | 539,403 | 6.77% | 12q | +64.4%+$21.6M |
| PNC Financial Services Group, Inc. | $55.1M | 538,730 | 0.03% | 23q | -3.3%-$1.9M |
| Baird Financial Group, Inc. | $53.3M | 521,399 | 0.07% | 20q | +2.1%+$1.1M |
| Clearwater Capital Advisors, LLC | $51.6M | 504,877 | 3.78% | 5q | -3.3%-$1.7M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $50.9M | 497,908 | 0.53% | 20q | +1.6%+$815.1K |
| TRUE Private Wealth Advisors | $50.2M | 491,174 | 4.34% | 11q | -17.5%-$10.7M |
| Proficio Capital Partners LLC | $48.7M | 475,841 | 1.75% | 2q | +30.8%+$11.5M |
| PRUDENTIAL PLC | $48.3M | 472,201 | 0.26% | 20q | HELD |
| Sanctuary Advisors, LLC | $48.1M | 469,938 | 0.22% | 9q | +22.0%+$8.7M |
| OAKWORTH CAPITAL, INC. | $47.8M | 474,420 | 2.27% | 2q | +32.0%+$11.6M |
| CAPTRUST FINANCIAL ADVISORS | $46.7M | 456,863 | 0.07% | 22q | +1.3%+$593.6K |
| SENTINEL TRUST CO LBA | $46.7M | 456,200 | 4.13% | 10q | HELD |
| Janney Montgomery Scott LLC | $46.0M | 449,441 | 0.09% | 24q | +2.7%+$1.2M |
| Legacy Edge Advisors, LLC | $45.6M | 445,806 | 4.19% | 11q | -10.3%-$5.2M |
| Mirae Asset Global Investments Co., Ltd. | $43.9M | 429,231 | 0.06% | 2q | +3837.9%+$42.8M |
| MML INVESTORS SERVICES, LLC | $43.0M | 420,612 | 0.09% | 21q | +171.2%+$27.2M |
| SIMPLEX TRADING, LLC | $41.3M incl. $41.2M options CALL+PUT | 1,093 | 0.02% | 20q | HELD |
| Cambridge Investment Research Advisors, Inc. | $40.9M | 400,276 | 0.05% | 21q | +15.3%+$5.4M |
| Tradition Wealth Management, LLC | $39.3M | 384,272 | 2.40% | 10q | +1.6%+$626.5K |
| Vestmark Advisory Solutions, Inc. | $37.8M | 369,793 | 0.36% | 6q | +9.9%+$3.4M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $37.7M | 368,846 | 0.70% | 11q | +9.5%+$3.3M |
| SOROS FUND MANAGEMENT LLC | $36.3M | 354,686 | 0.45% | 14q | HELD |
| ALPS ADVISORS INC | $35.4M | 346,465 | 0.17% | 2q | +31.9%+$8.6M |
| Seascape Capital Management | $34.0M | 332,476 | 8.15% | 14q | HELD |
| Heck Capital Advisors, LLC | $31.9M | 311,697 | 1.90% | 17q | +291.3%+$23.7M |
| Prime Buchholz LLC | $30.6M | 299,549 | 11.05% | 6q | -6.2%-$2.0M |
| Stockman Wealth Management, Inc. | $30.6M | 298,938 | 3.16% | 6q | -8.1%-$2.7M |
| Waterloo Capital, L.P. | $30.4M | 297,542 | 1.71% | 3q | +2.9%+$855.7K |
| Curi Capital, LLC | $29.7M | 289,916 | 0.46% | 10q | -17.3%-$6.2M |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $29.6M | 289,155 | 0.29% | 19q | -3.5%-$1.1M |
| Carr Financial Group Corp | $29.5M | 288,311 | 6.79% | 10q | -12.6%-$4.2M |
| Cerity Partners LLC | $29.4M | 287,564 | 0.04% | 19q | -2.5%-$754.9K |
| FIL Ltd | $28.9M | 282,272 | 0.02% | new | NEW |
| World Investment Advisors | $28.5M | 359,314 | 0.47% | 9q | +2.3%+$638.2K |
| Corient Private Wealth LP | $28.2M | 275,765 | 0.04% | 15q | +16.0%+$3.9M |
| PROFESSIONAL ADVISORY SERVICES INC | $28.2M | 275,475 | 3.37% | 18q | -32.4%-$13.5M |
| SMI Advisory Services, LLC | $27.5M | 274,115 | 4.45% | 2q | +2252.3%+$26.3M |
| OpenArc Corporate Advisory, LLC | $27.3M | 266,453 | 0.32% | 3q | -0.8%-$211.8K |
| Trail Ridge Investment Advisors, LLC | $27.1M | 264,923 | 11.45% | 18q | +5.9%+$1.5M |
| BEAM WEALTH ADVISORS, INC. | $26.9M | 262,556 | 5.92% | 12q | -9.6%-$2.8M |
Showing the largest 100 of 1,035 reported holders. The count of 1,033 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
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 | 416 | $2.4B | 23,900,851 | 31 | 143 | 119 | 0.0% |
| Q2 2026 | 1,033 | $19.6B | 189,403,795 | 141 | 318 | 369 | 1.5% |
| Q1 2026 | 942 | $14.2B | 177,735,047 | 123 | 327 | 295 | 1.7% |
| Q4 2025 | 883 | $10.3B | 140,716,365 | 83 | 271 | 291 | 0.5% |
| Q3 2025 | 797 | $9.6B | 142,161,524 | 52 | 242 | 326 | 0.3% |
| Q2 2025 | 841 | $10.3B | 161,379,735 | 100 | 216 | 397 | 0.7% |
| Q1 2025 | 874 | $12.5B | 225,025,008 | 63 | 267 | 394 | 0.7% |
| Q4 2024 | 921 | $30.3B | 544,651,861 | 69 | 461 | 194 | 0.2% |
| Q3 2024 | 861 | $15.4B | 251,524,006 | 92 | 470 | 153 | 0.4% |
| Q2 2024 | 828 | $13.1B | 220,777,186 | 111 | 447 | 140 | 0.9% |
| Q1 2024 | 764 | $13.0B | 220,111,131 | 142 | 417 | 98 | 2.4% |
| Q4 2023 | 662 | $8.5B | 150,547,902 | 207 | 251 | 95 | 2.1% |
| Q3 2023 | 458 | $4.8B | 92,053,202 | 87 | 196 | 82 | 4.3% |
| Q2 2023 | 398 | $4.1B | 72,725,691 | 62 | 174 | 77 | 6.9% |
| Q1 2023 | 356 | $2.9B | 54,294,015 | 75 | 150 | 65 | 7.0% |
| Q4 2022 | 320 | $2.5B | 48,443,460 | 66 | 114 | 83 | 7.2% |
| Q3 2022 | 278 | $3.7B | 77,976,429 | 37 | 89 | 89 | 6.9% |
| Q2 2022 | 292 | $5.5B | 110,059,056 | 50 | 113 | 78 | 4.5% |
| Q1 2022 | 287 | $7.1B | 118,620,353 | 64 | 114 | 56 | 2.2% |
| Q4 2021 | 244 | $2.6B | 40,866,964 | 74 | 87 | 29 | 5.2% |
| Q3 2021 | 168 | $20.4B | 333,857,126 | 64 | 59 | 15 | 0.6% |
| Q2 2021 | 126 | $23.9B | 379,710,055 | 40 | 43 | 12 | 0.8% |
| Q1 2021 | 98 | $455.6M | 5,419,172 | 48 | 26 | 5 | 28.9% |
| Q4 2020 | 54 | $240.1M | 1,278,175 | 19 | 16 | 4 | 69.7% |
| Q3 2020 | 35 | $131.4M | 604,765 | 11 | 11 | 3 | 78.7% |
| Q2 2020 | 34 | $140.0M | 446,287 | 19 | 5 | 2 | 86.3% |
| Q1 2020 | 17 | $144.7M | 89,294 | 10 | 5 | 0 | 97.8% |
| Q4 2019 | 18 | $53.6M | 171,322 | 4 | 1 | 4 | 83.6% |
| Q3 2019 | 12 | $70.9M | 201,595 | 2 | 2 | 2 | 86.4% |
| Q2 2019 | 11 | $58.6M | 215,566 | 2 | 1 | 1 | 81.7% |
| Q1 2019 | 11 | $76.0M | 69,207 | 5 | 1 | 1 | 95.6% |
| Q4 2018 | 10 | $80.1M | 44,119 | 1 | 0 | 0 | 97.5% |