DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (EWZS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
40
Reporting holders
$52.2M
Reported value
0.3%
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 |
|---|---|---|---|---|---|
| Lifetime Wealth Management P.C. | $10.7M | 827,834 | 6.27% | 3q | +41.6%+$3.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.8M | 598,983 | 0.00% | 7q | +204.4%+$5.2M |
| RPg Family Wealth Advisory, LLC | $6.1M | 471,455 | 0.57% | 15q | +121.0%+$3.4M |
| OLD MISSION CAPITAL LLC | $5.1M | 395,735 | 0.08% | new | NEW |
| Risk Paradigm Group, LLC | $3.1M | 235,728 | 2.40% | 4q | +10.5%+$291.2K |
| GOLDMAN SACHS GROUP INC | $1.9M | 150,000 | 0.00% | 5q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 140,380 | 0.00% | 2q | +730.2%+$1.6M |
| BANK OF NOVA SCOTIA | $1.8M | 138,832 | 0.00% | 15q | HELD |
| AMERICAN CENTURY COMPANIES INC | $1.8M | 137,947 | 0.00% | 2q | -68.3%-$3.9M |
| JANE STREET GROUP, LLC | $1.8M | 134,926 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $1.6M | 123,440 | 0.00% | 5q | +287.5%+$1.2M |
| Sankala Group LLC | $1.3M | 113,664 | 0.89% | 3q | +22.5%+$246.3K |
| UBS Group AG | $1.2M | 95,791 | 0.00% | 24q | +1491.2%+$1.2M |
| Indiana Trust & Investment Management Co | $811.2K | 62,500 | 0.22% | 11q | HELD |
| MORGAN STANLEY | $763.0K | 58,782 | 0.00% | 35q | +4.4%+$32.0K |
| BANK OF AMERICA CORP /DE/ | $748.1K | 57,632 | 0.00% | 31q | +51.4%+$254.1K |
| Ancora Advisors LLC | $713.9K | 55,000 | 0.01% | new | NEW |
| Mount Lucas Management LP | $657.4K | 50,650 | 0.23% | 6q | +1.0%+$6.5K |
| Mraz, Amerine & Associates, Inc. | $433.9K | 33,425 | 0.06% | new | NEW |
| Quadrature Capital Ltd | $396.8K | 30,568 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $296.5K | 22,840 | 0.00% | 31q | +30.6%+$69.4K |
| LPL Financial LLC | $251.4K | 19,367 | 0.00% | 5q | -23.5%-$77.3K |
| BROWN ADVISORY INC | $236.2K | 18,200 | 0.00% | 31q | HELD |
| SIH Partners, LLLP | $154.1K | 11,875 | 0.00% | new | NEW |
| Wealthfront Advisers LLC | $144.1K | 11,098 | 0.00% | 3q | +0.8%+$1.2K |
| CITADEL ADVISORS LLC | $140.2K CALL | options only | 0.00% | 5q | OPTIONS |
| AMERIPRISE FINANCIAL INC | $140.1K | 10,793 | 0.00% | 5q | -26.9%-$51.7K |
| NATIONAL BANK OF CANADA /FI/ | $62.6K | 4,829 | 0.00% | 7q | HELD |
| Farther Finance Advisors, LLC | $39.2K | 3,017 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $31.7K | 2,445 | 0.00% | 2q | -65.1%-$59.1K |
| Triumph Capital Management | $23.1K | 1,782 | 0.00% | 3q | +7.4%+$1.6K |
| SIMPLEX TRADING, LLC | $9.0K | 695 | 0.00% | 4q | -77.3%-$30.7K |
| ROYAL BANK OF CANADA | $6.0K | 453 | 0.00% | 31q | -18.1%-$1.3K |
| FMR LLC | $5.4K | 418 | 0.00% | new | NEW |
| Boreal Capital Management LLC | $3.9K | 300 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $2.0K | 152 | 0.00% | 31q | +0.7% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.5K | 120 | 0.00% | 3q | HELD |
| Comprehensive Financial Planning, Inc./PA | $1.4K | 110 | 0.00% | 7q | HELD |
| Aptus Capital Advisors, LLC | $1.3K | 100 | 0.00% | 5q | HELD |
| NVWM, LLC | $380 | 29 | 0.00% | 2q | +480.0% |
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 | 6 | $13.5M | 1,010,625 | 0 | 4 | 0 | 0.0% |
| Q2 2026 | 40 | $52.2M | 4,021,895 | 9 | 16 | 7 | 0.3% |
| Q1 2026 | 38 | $41.5M | 2,724,892 | 7 | 13 | 8 | 3.0% |
| Q4 2025 | 35 | $39.7M | 3,025,219 | 5 | 7 | 14 | 0.9% |
| Q3 2025 | 35 | $28.8M | 1,998,894 | 4 | 6 | 14 | 3.5% |
| Q2 2025 | 45 | $43.3M | 3,184,255 | 25 | 6 | 7 | 2.5% |
| Q1 2025 | 23 | $28.6M | 2,653,847 | 5 | 6 | 4 | 0.0% |
| Q4 2024 | 23 | $38.9M | 4,204,443 | 6 | 9 | 3 | 0.1% |
| Q3 2024 | 23 | $8.6M | 675,615 | 1 | 6 | 12 | 1.0% |
| Q2 2024 | 28 | $20.6M | 1,751,472 | 5 | 10 | 5 | 0.0% |
| Q1 2024 | 36 | $79.9M | 5,496,918 | 8 | 12 | 8 | 0.0% |
| Q4 2023 | 31 | $42.0M | 2,789,868 | 11 | 8 | 4 | 0.0% |
| Q3 2023 | 27 | $21.3M | 1,592,545 | 7 | 8 | 5 | 0.0% |
| Q2 2023 | 24 | $28.8M | 1,910,164 | 4 | 9 | 6 | 0.0% |
| Q1 2023 | 26 | $25.7M | 2,195,045 | 4 | 8 | 5 | 0.0% |
| Q4 2022 | 29 | $27.4M | 2,344,795 | 12 | 3 | 6 | 0.0% |
| Q3 2022 | 22 | $22.5M | 1,748,834 | 1 | 3 | 3 | 0.0% |
| Q2 2022 | 28 | $30.4M | 2,581,902 | 5 | 8 | 2 | 0.0% |
| Q1 2022 | 25 | $40.7M | 2,392,936 | 5 | 7 | 3 | 0.0% |
| Q4 2021 | 25 | $406.5M | 29,537,325 | 4 | 6 | 4 | 0.0% |
| Q3 2021 | 28 | $452.4M | 28,330,668 | 4 | 7 | 5 | 0.0% |
| Q2 2021 | 30 | $517.4M | 26,155,482 | 6 | 6 | 8 | 0.0% |
| Q1 2021 | 27 | $32.4M | 2,069,936 | 4 | 7 | 4 | 0.0% |
| Q4 2020 | 27 | $371.5M | 22,307,926 | 3 | 6 | 7 | 0.0% |
| Q3 2020 | 26 | $284.3M | 22,433,827 | 3 | 7 | 5 | 0.0% |
| Q2 2020 | 27 | $261.7M | 20,688,927 | 3 | 7 | 6 | 0.0% |
| Q1 2020 | 27 | $69.9M | 7,235,749 | 4 | 12 | 2 | 0.0% |
| Q4 2019 | 26 | $37.6M | 1,769,124 | 6 | 6 | 6 | 0.0% |
| Q3 2019 | 22 | $286.0M | 16,618,107 | 2 | 4 | 8 | 0.0% |
| Q2 2019 | 23 | $289.5M | 17,084,722 | 2 | 6 | 6 | 0.0% |
| Q1 2019 | 26 | $284.0M | 18,570,253 | 8 | 5 | 6 | 0.0% |
| Q4 2018 | 22 | $283.7M | 19,678,225 | 0 | 0 | 2 | 0.0% |