DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES INC (EWD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
94
Reporting holders
$128.6M
Reported value
0.0%
Calls
0.5%
Puts
+7
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/ | $42.1M | 843,011 | 0.00% | 31q | +5.1%+$2.0M |
| Marotta Asset Management | $10.6M | 213,076 | 1.76% | 17q | +4.4%+$441.3K |
| WELLINGTON MANAGEMENT GROUP LLP | $10.3M | 205,618 | 0.00% | 14q | -27.7%-$3.9M |
| ROYAL BANK OF CANADA | $7.3M | 146,972 | 0.00% | 31q | +134.9%+$4.2M |
| SYON CAPITAL LLC | $5.7M | 114,129 | 0.25% | 6q | +27.9%+$1.2M |
| MORGAN STANLEY | $5.6M | 112,030 | 0.00% | 35q | -1.0%-$57.2K |
| LPL Financial LLC | $3.6M | 71,988 | 0.00% | 23q | -3.5%-$128.8K |
| DV EQUITIES, LLC | $3.1M | 62,500 | 0.45% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3.1M | 61,298 | 0.00% | 31q | -3.0%-$94.9K |
| UBS Group AG | $3.0M | 60,789 | 0.00% | 31q | +38.2%+$839.3K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $2.9M | 58,346 | 0.05% | 29q | -30.8%-$1.3M |
| New Vernon Capital Holdings II LLC | $2.9M | 57,962 | 1.60% | 5q | HELD |
| HighTower Advisors, LLC | $2.7M | 54,383 | 0.00% | 31q | -8.2%-$243.8K |
| JPMORGAN CHASE & CO | $2.6M | 51,989 | 0.00% | 24q | +25.0%+$516.3K |
| JANE STREET GROUP, LLC | $2.4M incl. $584.8K options PUT | 35,559 | 0.00% | 2q | +587.7%+$2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 34,096 | 0.00% | 9q | +408.0%+$1.4M |
| Obsido Oy | $1.3M | 26,241 | 0.70% | 7q | +1.9%+$24.5K |
| BlackRock, Inc. | $1.2M | 23,691 | 0.00% | 8q | -77.5%-$4.1M |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $1.2M | 23,430 | 0.21% | 8q | +2.9%+$33.3K |
| Legacy Capital Group California, Inc. | $1.2M | 23,224 | 0.35% | 8q | +3.0%+$33.3K |
| Bridgewater Advisors Inc. | $930.2K | 17,685 | 0.05% | 22q | HELD |
| Mount Lucas Management LP | $914.2K | 18,292 | 0.33% | 6q | +6.6%+$56.9K |
| Idaho Trust Co | $892.0K | 17,850 | 0.26% | 9q | +18.8%+$141.1K |
| PNC Financial Services Group, Inc. | $828.1K | 16,569 | 0.00% | 31q | +1.0%+$8.0K |
| AMERIPRISE FINANCIAL INC | $774.8K | 15,502 | 0.00% | 3q | +4.2%+$31.5K |
| OSAIC HOLDINGS, INC. | $720.9K | 14,426 | 0.00% | 26q | +110.0%+$377.6K |
| INNEALTA CAPITAL, LLC | $703.6K | 14,078 | 0.38% | 11q | HELD |
| SIMON QUICK ADVISORS, LLC | $581.8K | 11,640 | 0.02% | 5q | HELD |
| Empowered Funds, LLC | $530.0K | 10,604 | 0.00% | 2q | -64.3%-$954.3K |
| EP Wealth Advisors, LLC | $513.6K | 10,276 | 0.00% | 7q | -9.7%-$55.2K |
| HSBC HOLDINGS PLC | $489.6K | 9,796 | 0.00% | 31q | +10.2%+$45.3K |
| M&T Bank Corp | $341.4K | 6,831 | 0.00% | 26q | HELD |
| Vontobel Holding Ltd. | $332.9K | 6,660 | 0.00% | 16q | HELD |
| Cresset Asset Management, LLC | $320.6K | 6,414 | 0.00% | 5q | HELD |
| MILLENNIUM MANAGEMENT LLC | $286.7K | 5,737 | 0.00% | 2q | -4.0%-$12.0K |
| CITIGROUP INC | $285.3K | 5,708 | 0.00% | 31q | -46.6%-$249.0K |
| Avior Wealth Management, LLC | $256.5K | 5,132 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $254.6K | 5,094 | 0.00% | 6q | -2.0%-$5.1K |
| Avestar Capital, LLC | $250.7K | 5,015 | 0.01% | 4q | -9.0%-$24.7K |
| Lunt Capital Management, Inc. | $250.3K | 5,008 | 0.09% | 6q | +1.5%+$3.7K |
| Old Peak Finance LLC | $248.4K | 4,969 | 0.12% | 3q | +1.7%+$4.2K |
| LMCG INVESTMENTS, LLC | $248.0K | 4,962 | 0.01% | 6q | -2.3%-$5.8K |
| Henrickson Nauta Wealth Advisors, Inc. | $240.2K | 4,807 | 0.06% | 5q | HELD |
| HRT FINANCIAL LP | $233.0K | 4,668 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $231.0K | 4,614 | 0.01% | new | NEW |
| TIEMANN INVESTMENT ADVISORS, LLC | $227.4K | 4,550 | 0.08% | 5q | HELD |
| Viewpoint Capital Management LLC | $218.9K | 4,379 | 0.11% | 19q | -22.9%-$65.0K |
| Cerity Partners LLC | $218.1K | 4,364 | 0.00% | 3q | -2.4%-$5.4K |
| Schneider Downs Wealth Management Advisors, LP | $209.8K | 4,197 | 0.02% | new | NEW |
| Arax Advisory Partners | $206.6K | 4,134 | 0.00% | 3q | +0.6%+$1.2K |
| D. E. Shaw & Co., Inc. | $201.3K | 4,027 | 0.00% | 8q | -89.8%-$1.8M |
| Glass Jacobson Investment Advisors llc | $159.9K | 3,200 | 0.05% | 14q | HELD |
| AlphaCentric Advisors LLC | $144.6K | 2,893 | 0.12% | 3q | +6.8%+$9.2K |
| Purpose Unlimited Inc. | $136.1K | 2,777 | 0.01% | 2q | -8.0%-$11.8K |
| RHUMBLINE ADVISERS | $96.0K | 1,920 | 0.00% | 13q | -30.4%-$42.0K |
| BNP PARIBAS FINANCIAL MARKETS | $89.7K | 1,795 | 0.00% | 9q | HELD |
| Global Retirement Partners, LLC | $72.0K | 1,440 | 0.00% | 5q | +0.7% |
| Versant Capital Management, Inc | $60.0K | 1,200 | 0.01% | 18q | HELD |
| FMR LLC | $58.9K | 1,179 | 0.00% | 15q | +25.4%+$11.9K |
| Rockefeller Capital Management L.P. | $34.1K | 683 | 0.00% | 4q | -8.6%-$3.2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $30.6K | 612 | 0.00% | 16q | -43.4%-$23.5K |
| IFP Advisors, Inc | $24.4K | 489 | 0.00% | 4q | +7.9%+$1.8K |
| MONTAG A & ASSOCIATES INC | $23.0K | 460 | 0.00% | 23q | HELD |
| MassMutual Private Wealth & Trust, FSB | $22.5K | 451 | 0.00% | 29q | -6.8%-$1.6K |
| Ashton Thomas Private Wealth, LLC | $21.5K | 431 | 0.00% | 2q | -38.0%-$13.2K |
| BFC Planning, Inc. | $21.4K | 428 | 0.00% | 7q | +1.2% |
| NBT BANK, N.A. | $20.7K | 414 | 0.00% | 8q | HELD |
| Federation des caisses Desjardins du Quebec | $18.0K | 361 | 0.00% | 37q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $16.8K | 342 | 0.00% | 8q | -17.0%-$3.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $15.5K | 311 | 0.00% | 2q | -3.4% |
| BROWN BROTHERS HARRIMAN & CO | $13.5K | 271 | 0.00% | new | NEW |
| BAYBAN | $13.3K | 267 | 0.01% | 3q | HELD |
| BLAIR WILLIAM & CO/IL | $12.5K | 250 | 0.00% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $9.1K | 182 | 0.00% | 29q | -77.5%-$31.4K |
| Breakwater Investment Management | $8.4K | 169 | 0.00% | 10q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $7.2K | 145 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $5.2K | 105 | 0.00% | 2q | -1.9% |
| PETERSON WEALTH MANAGEMENT | $5.0K | 100 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $2.5K | 51 | 0.00% | 10q | HELD |
| Covestor Ltd | $2.0K | 30 | 0.00% | 2q | +11.1% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.4K | 29 | 0.00% | 3q | HELD |
| BANK OF MONTREAL /CAN/ | $1.4K | 28 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $1.4K | 28 | 0.00% | 7q | HELD |
| HUNTINGTON NATIONAL BANK | $1.3K | 27 | 0.00% | new | NEW |
| ATLAS CAPITAL ADVISORS INC. | $1.3K | 27 | 0.00% | 2q | HELD |
| Axiom Investment Management LLC | $1.2K | 25 | 0.00% | 2q | HELD |
| Blue Trust, Inc. | $1.1K | 23 | 0.00% | 10q | +91.7% |
| AE Wealth Management LLC | $700 | 14 | 0.00% | new | NEW |
| Horizon Investments, LLC | $600 | 12 | 0.00% | new | NEW |
| BARCLAYS PLC | $450 | 9 | 0.00% | 18q | HELD |
| TORONTO DOMINION BANK | $450 | 9 | 0.00% | 12q | HELD |
| CoreCap Advisors, LLC | $250 | 5 | 0.00% | 8q | HELD |
| VANGUARD ADVISERS INC | $100 | 2 | 0.00% | 2q | HELD |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $0 | none filed | 0.00% | new | NEW |
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/A | BlackRock Portfolio Management LLC | 68.2% |
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 | 21 | $17.6M | 353,020 | 3 | 4 | 6 | 0.0% |
| Q2 2026 | 94 | $128.6M | 2,561,514 | 13 | 27 | 27 | 0.5% |
| Q1 2026 | 87 | $125.2M | 2,551,943 | 11 | 14 | 31 | 0.6% |
| Q4 2025 | 96 | $151.4M | 3,067,559 | 19 | 22 | 25 | 0.2% |
| Q3 2025 | 80 | $171.8M | 3,612,461 | 7 | 20 | 28 | 0.7% |
| Q2 2025 | 84 | $198.0M | 4,287,566 | 8 | 23 | 31 | 1.0% |
| Q1 2025 | 95 | $191.8M | 4,497,462 | 22 | 29 | 16 | 1.2% |
| Q4 2024 | 84 | $137.6M | 3,662,557 | 12 | 19 | 23 | 0.5% |
| Q3 2024 | 87 | $195.1M | 4,490,974 | 22 | 19 | 21 | 0.1% |
| Q2 2024 | 79 | $226.0M | 5,602,308 | 21 | 18 | 20 | 0.2% |
| Q1 2024 | 83 | $141.0M | 3,525,174 | 23 | 18 | 14 | 0.1% |
| Q4 2023 | 75 | $146.1M | 3,698,592 | 18 | 14 | 19 | 0.1% |
| Q3 2023 | 72 | $150.0M | 4,562,718 | 10 | 18 | 19 | 0.1% |
| Q2 2023 | 83 | $128.0M | 3,584,928 | 13 | 16 | 22 | 0.8% |
| Q1 2023 | 83 | $132.1M | 3,558,329 | 22 | 17 | 24 | 4.3% |
| Q4 2022 | 76 | $125.2M | 3,806,780 | 23 | 10 | 26 | 1.7% |
| Q3 2022 | 60 | $5.1B | 187,362,022 | 7 | 18 | 22 | 0.0% |
| Q2 2022 | 71 | $4.6B | 150,104,203 | 19 | 13 | 27 | 0.0% |
| Q1 2022 | 68 | $1.7B | 44,018,338 | 14 | 20 | 23 | 0.0% |
| Q4 2021 | 81 | $618.3M | 13,325,660 | 8 | 28 | 22 | 0.2% |
| Q3 2021 | 87 | $663.8M | 14,709,958 | 18 | 30 | 19 | 0.1% |
| Q2 2021 | 81 | $520.0M | 11,162,032 | 23 | 22 | 21 | 0.1% |
| Q1 2021 | 70 | $376.7M | 8,378,330 | 14 | 18 | 26 | 0.0% |
| Q4 2020 | 67 | $365.3M | 9,179,047 | 17 | 15 | 24 | 0.0% |
| Q3 2020 | 59 | $663.9M | 18,793,659 | 15 | 10 | 14 | 0.0% |
| Q2 2020 | 54 | $1.8B | 56,738,414 | 12 | 5 | 24 | 0.0% |
| Q1 2020 | 57 | $116.5M | 4,556,895 | 10 | 13 | 22 | 0.0% |
| Q4 2019 | 63 | $142.7M | 4,317,526 | 9 | 14 | 24 | 0.5% |
| Q3 2019 | 59 | $149.7M | 5,082,655 | 5 | 14 | 24 | 0.0% |
| Q2 2019 | 61 | $262.4M | 8,495,936 | 13 | 22 | 17 | 0.2% |
| Q1 2019 | 57 | $366.2M | 12,104,763 | 8 | 12 | 22 | 0.1% |
| Q4 2018 | 60 | $399.4M | 14,121,920 | 2 | 0 | 2 | 0.2% |