DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES INC (EWO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
51
Reporting holders
$75.9M
Reported value
0.0%
Calls
0.0%
Puts
+2
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 |
|---|---|---|---|---|---|
| CIBC WORLD MARKET INC. | $13.7M | 323,550 | 0.02% | 21q | +2.8%+$376.7K |
| MORGAN STANLEY | $11.6M | 273,655 | 0.00% | 35q | +3.9%+$435.4K |
| Marotta Asset Management | $11.0M | 264,424 | 1.84% | 17q | -2.8%-$319.6K |
| Arlington Capital Management, Inc. | $6.4M | 151,523 | 3.99% | 5q | -1.0%-$64.0K |
| Monument Capital Management | $5.1M | 119,687 | 1.02% | 6q | -2.1%-$110.0K |
| Sepio Capital, LP | $2.7M | 64,776 | 0.14% | 2q | +1.4%+$37.8K |
| ZACKS INVESTMENT MANAGEMENT | $2.4M | 55,906 | 0.02% | 6q | -5.8%-$146.1K |
| Financial & Tax Architects, LLC | $2.3M | 53,526 | 0.48% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.6M | 36,685 | 0.00% | 26q | -8.0%-$134.4K |
| HRT FINANCIAL LP | $1.4M | 32,952 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $1.3M | 30,799 | 0.04% | 6q | +2775.7%+$1.3M |
| Synergy Asset Management, LLC | $1.2M | 29,225 | 0.12% | new | NEW |
| GFS Advisors, LLC | $1.1M | 25,887 | 0.06% | new | NEW |
| Providence First Trust Co | $1.0M | 24,746 | 0.29% | 2q | +40.0%+$299.4K |
| HighTower Advisors, LLC | $990.0K | 23,391 | 0.00% | 5q | +76.1%+$427.7K |
| Mount Lucas Management LP | $988.7K | 23,360 | 0.35% | 14q | -5.7%-$59.8K |
| Cambridge Investment Research Advisors, Inc. | $858.0K | 20,294 | 0.00% | 3q | +103.7%+$436.8K |
| Focus Partners Wealth | $812.2K | 19,189 | 0.00% | 3q | -61.8%-$1.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $798.1K | 18,810 | 0.00% | new | NEW |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | $786.2K | 26,552 | 0.62% | 18q | -19.9%-$195.3K |
| Avior Wealth Management, LLC | $777.0K | 18,358 | 0.02% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $607.0K | 14,342 | 0.00% | 5q | -4.2%-$26.7K |
| UBS Group AG | $603.2K | 14,252 | 0.00% | 31q | +20.1%+$100.8K |
| WELLS FARGO & COMPANY/MN | $593.3K | 14,017 | 0.00% | 31q | -20.1%-$149.4K |
| BANK OF AMERICA CORP /DE/ | $523.3K | 12,364 | 0.00% | new | NEW |
| BFI Infinity Ltd. | $455.2K | 10,755 | 0.14% | 4q | HELD |
| LPL Financial LLC | $419.4K | 9,908 | 0.00% | 4q | -32.5%-$202.0K |
| Calydon Capital | $419.3K | 9,907 | 0.06% | new | NEW |
| ROYAL BANK OF CANADA | $397.0K | 9,375 | 0.00% | 31q | +309.7%+$300.1K |
| GHP Investment Advisors, Inc. | $390.0K | 9,215 | 0.01% | 19q | HELD |
| Cyndeo Wealth Partners, LLC | $370.7K | 8,758 | 0.02% | 4q | -1.3%-$4.9K |
| Eddie Patel Inc | $326.1K | 7,706 | 0.19% | new | NEW |
| Roan Capital Partners | $303.7K | 7,175 | 0.25% | new | NEW |
| BLAIR WILLIAM & CO/IL | $296.3K | 7,000 | 0.00% | 26q | HELD |
| Mariner, LLC | $290.1K | 6,853 | 0.00% | 5q | -67.1%-$592.1K |
| Sunpointe, LLC | $262.5K | 6,202 | 0.07% | 2q | -7.4%-$21.1K |
| ENVESTNET ASSET MANAGEMENT INC | $231.0K | 5,458 | 0.00% | 2q | -4.2%-$10.0K |
| ANGELES WEALTH MANAGEMENT, LLC | $224.7K | 5,310 | 0.01% | 3q | HELD |
| AlphaCentric Advisors LLC | $156.8K | 3,705 | 0.13% | 11q | -5.2%-$8.7K |
| HARBOUR INVESTMENTS, INC. | $72.9K | 1,722 | 0.00% | 3q | -1.5%-$1.1K |
| BANK OF MONTREAL /CAN/ | $70.0K | 3,150 | 0.00% | new | NEW |
| FMR LLC | $28.4K | 672 | 0.00% | 10q | +690.6%+$24.8K |
| FIFTH THIRD BANCORP | $24.6K | 581 | 0.00% | 2q | -1.9% |
| IFP Advisors, Inc | $17.6K | 417 | 0.00% | 3q | HELD |
| Triumph Capital Management | $4.2K | 100 | 0.00% | 3q | HELD |
| Transamerica Financial Advisors, LLC | $2.3K | 54 | 0.00% | 17q | HELD |
| C M BIDWELL & ASSOCIATES LTD | $2.1K | 49 | 0.00% | 31q | HELD |
| Global Retirement Partners, LLC | $1.9K | 46 | 0.00% | 2q | +2.2% |
| CoreCap Advisors, LLC | $1.7K | 39 | 0.00% | 5q | -99.9%-$1.8M |
| ATLAS CAPITAL ADVISORS INC. | $296 | 7 | 0.00% | 3q | HELD |
| Covestor Ltd | $0 | 8 | 0.00% | new | NEW |
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 | 17 | $25.0M | 587,434 | 3 | 4 | 3 | 0.0% |
| Q2 2026 | 51 | $75.9M | 1,806,442 | 12 | 11 | 19 | 0.0% |
| Q1 2026 | 49 | $68.3M | 1,929,266 | 13 | 10 | 15 | 0.0% |
| Q4 2025 | 44 | $62.4M | 1,767,271 | 11 | 7 | 15 | 0.0% |
| Q3 2025 | 44 | $59.3M | 1,923,177 | 8 | 8 | 16 | 0.0% |
| Q2 2025 | 44 | $58.8M | 2,005,322 | 14 | 9 | 14 | 0.0% |
| Q1 2025 | 45 | $48.9M | 1,982,018 | 21 | 11 | 6 | 0.0% |
| Q4 2024 | 29 | $25.0M | 1,192,158 | 2 | 5 | 15 | 0.0% |
| Q3 2024 | 29 | $31.0M | 1,363,759 | 4 | 7 | 8 | 0.0% |
| Q2 2024 | 30 | $34.0M | 1,557,141 | 2 | 9 | 10 | 0.0% |
| Q1 2024 | 34 | $46.7M | 2,158,440 | 4 | 9 | 9 | 0.0% |
| Q4 2023 | 36 | $50.0M | 2,318,285 | 9 | 9 | 9 | 0.0% |
| Q3 2023 | 32 | $32.6M | 1,660,946 | 7 | 8 | 6 | 0.0% |
| Q2 2023 | 32 | $31.1M | 1,532,519 | 1 | 10 | 10 | 0.0% |
| Q1 2023 | 33 | $21.1M | 1,043,727 | 6 | 5 | 11 | 0.0% |
| Q4 2022 | 29 | $25.8M | 1,357,504 | 1 | 8 | 11 | 0.0% |
| Q3 2022 | 31 | $5.0B | 325,130,708 | 4 | 13 | 5 | 0.0% |
| Q2 2022 | 33 | $4.3B | 239,339,259 | 3 | 10 | 12 | 0.0% |
| Q1 2022 | 38 | $1.5B | 69,996,728 | 9 | 11 | 9 | 0.0% |
| Q4 2021 | 38 | $53.5M | 2,103,520 | 6 | 11 | 13 | 0.0% |
| Q3 2021 | 36 | $51.3M | 2,062,838 | 3 | 13 | 10 | 0.0% |
| Q2 2021 | 38 | $45.0M | 1,875,647 | 11 | 9 | 7 | 0.0% |
| Q1 2021 | 29 | $29.3M | 1,336,398 | 4 | 4 | 10 | 0.0% |
| Q4 2020 | 28 | $26.7M | 1,344,295 | 8 | 2 | 9 | 0.0% |
| Q3 2020 | 21 | $17.2M | 1,172,844 | 3 | 3 | 7 | 0.0% |
| Q2 2020 | 25 | $37.9M | 2,534,375 | 6 | 3 | 10 | 0.0% |
| Q1 2020 | 27 | $35.7M | 2,723,579 | 7 | 6 | 9 | 0.0% |
| Q4 2019 | 36 | $208.1M | 10,006,535 | 11 | 6 | 7 | 0.0% |
| Q3 2019 | 30 | $180.7M | 9,380,044 | 2 | 4 | 15 | 0.0% |
| Q2 2019 | 36 | $192.7M | 9,706,772 | 3 | 9 | 15 | 0.0% |
| Q1 2019 | 42 | $238.9M | 12,013,118 | 5 | 6 | 20 | 0.0% |
| Q4 2018 | 47 | $371.6M | 20,236,659 | 1 | 0 | 3 | 0.0% |