DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (INDA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
547
Reporting holders
$7.0B
Reported value
3.2%
Calls
1.5%
Puts
-28
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $907.5M | 18,374,903 | 0.01% | 8q | -10.7%-$108.8M |
| Union Bancaire Privee, UBP SA | $561.9M | 87,125? | 6.14% | 7q | |
| MORGAN STANLEY | $354.0M | 7,167,564 | 0.02% | 35q | -17.1%-$72.9M |
| State of Tennessee, Department of Treasury | $343.0M | 6,945,050 | 1.02% | 31q | -21.4%-$93.6M |
| State of New Jersey Common Pension Fund D | $279.4M | 5,656,487 | 0.95% | 31q | HELD |
| NORTHERN TRUST CORP | $247.4M | 5,009,874 | 0.03% | 31q | -5.1%-$13.2M |
| GOLDMAN SACHS GROUP INC | $234.8M | 4,754,299 | 0.02% | 31q | +71.6%+$98.0M |
| UBS Group AG | $200.2M incl. $29.9M options CALL | 3,448,047 | 0.03% | 31q | +14.2%+$24.9M |
| Man Group plc | $194.0M | 3,928,010 | 0.31% | 16q | +2.8%+$5.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $190.2M | 3,850,373 | 0.15% | new | NEW |
| JPMORGAN CHASE & CO | $164.4M | 3,343,452 | 0.01% | 31q | -37.9%-$100.3M |
| WELLINGTON MANAGEMENT GROUP LLP | $147.9M | 2,994,278 | 0.03% | 31q | +42.4%+$44.0M |
| Millburn Ridgefield LLC /DE/ | $137.9M | 2,792,452 | 2.61% | 28q | -10.5%-$16.2M |
| Catalyst Capital Advisors LLC | $137.9M | 2,792,452 | 2.29% | 28q | -10.5%-$16.2M |
| Legal & General Group Plc | $129.2M | 2,616,739 | 0.03% | 7q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $124.5M | 2,521,129 | 0.02% | 3q | +2050.2%+$118.7M |
| ALLIANCEBERNSTEIN L.P. | $118.5M | 2,530,897 | 0.04% | 4q | +6.1%+$6.8M |
| BANK OF AMERICA CORP /DE/ | $106.3M | 2,152,526 | 0.01% | 31q | -15.6%-$19.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $104.3M | 2,120,572 | 0.10% | 2q | +46.8%+$33.2M |
| IFM Investors Pty Ltd | $94.5M | 1,913,759 | 0.63% | 4q | -1.4%-$1.3M |
| Varma Mutual Pension Insurance Co | $89.1M | 1,804,110 | 0.47% | 5q | +196.8%+$59.1M |
| Blackstone Inc. | $88.1M | 1,784,433 | 0.23% | 6q | +14.8%+$11.4M |
| ROYAL BANK OF CANADA | $83.0M | 1,680,132 | 0.01% | 31q | -7.2%-$6.4M |
| Nipun Capital, L.P. | $82.1M | 1,663,155 | 38.29% | 11q | -1.1%-$879.1K |
| STATE STREET CORP | $76.6M | 1,550,158 | 0.00% | 31q | +88.8%+$36.0M |
| Bank of New York Mellon Corp | $72.4M | 1,466,225 | 0.01% | 31q | -3.8%-$2.9M |
| WELLS FARGO & COMPANY/MN | $72.2M incl. $19.8M options CALL | 1,062,487 | 0.01% | 31q | -21.7%-$20.0M |
| Ensign Peak Advisors, Inc | $68.8M | 1,392,308 | 0.11% | 23q | -1.8%-$1.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $63.6M incl. $46.9M options CALL+PUT | 339,700 | 0.00% | 31q | +189.3%+$41.6M |
| BARCLAYS PLC | $61.0M | 1,234,176 | 0.01% | 31q | +79.3%+$27.0M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $57.8M | 1,171,427 | 0.36% | 21q | +312.3%+$43.8M |
| Phoenix Financial Ltd. | $54.0M | 1,093,484 | 0.37% | 15q | -42.7%-$40.3M |
| Invesco Ltd. | $47.9M | 969,420 | 0.00% | 31q | +16.8%+$6.9M |
| Amundi | $46.1M | 933,988 | 0.01% | 21q | -7.5%-$3.7M |
| FMR LLC | $43.2M | 875,065 | 0.00% | 31q | -57.4%-$58.2M |
| SEI INVESTMENTS CO | $39.9M | 808,775 | 0.04% | 12q | +26.4%+$8.3M |
| Schonfeld Strategic Advisors LLC | $37.1M incl. $37.0M options PUT | 722 | 0.13% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $36.9M | 746,723 | 0.01% | 7q | -50.9%-$38.3M |
| Rafferty Asset Management, LLC | $35.9M | 726,200 | 0.08% | 31q | HELD |
| CITADEL ADVISORS LLC | $34.9M incl. $29.6M options CALL+PUT | 107,632 | 0.00% | 31q | HELD |
| NOMURA HOLDINGS INC | $34.0M CALL+PUT | options only | 0.04% | 9q | OPTIONS |
| Ninety One North America, Inc. | $33.7M | 682,580 | 1.58% | 31q | -40.3%-$22.7M |
| JANE STREET GROUP, LLC | $33.7M CALL+PUT | options only | 0.00% | 27q | OPTIONS |
| ACADIAN ASSET MANAGEMENT LLC | $33.6M | 679,481 | 0.04% | 6q | -38.0%-$20.6M |
| TUDOR INVESTMENT CORP ET AL | $33.5M incl. $29.6M options CALL | 78,532 | 0.05% | 3q | HELD |
| AXIOM INVESTORS LLC /DE | $32.9M | 665,600 | 0.28% | 31q | +23.6%+$6.3M |
| LPL Financial LLC | $32.7M | 662,819 | 0.01% | 31q | -11.3%-$4.2M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $31.0M | 628,500 | 0.34% | 29q | +36.9%+$8.4M |
| Calamos Advisors LLC | $26.7M CALL | options only | 0.09% | 3q | OPTIONS |
| Korea Investment CORP | $25.4M | 514,724 | 0.05% | 2q | +36.8%+$6.8M |
| SG Americas Securities, LLC | $25.3M | 512,123 | 0.01% | 3q | -1.8%-$470.7K |
| Jordan Park Group LLC | $25.0M | 505,829 | 1.27% | 2q | -66.4%-$49.3M |
| LMR Partners LLP | $24.7M CALL | options only | 0.09% | 2q | OPTIONS |
| DRW Securities, LLC | $24.6M | 499,079 | 0.60% | 4q | +20.0%+$4.1M |
| Rice Partnership, LLC | $24.4M | 493,285 | 2.96% | 30q | -7.7%-$2.0M |
| YOUSIF CAPITAL MANAGEMENT, LLC | $23.3M | 470,872 | 0.26% | 19q | -28.1%-$9.1M |
| FRANKLIN RESOURCES INC | $22.7M | 460,086 | 0.00% | 31q | -64.6%-$41.5M |
| NEUBERGER BERMAN GROUP LLC | $22.6M | 458,183 | 0.02% | 31q | +1.7%+$374.2K |
| FIFTH THIRD BANCORP | $22.0M | 445,168 | 0.04% | 4q | -31.2%-$10.0M |
| STRS OHIO | $21.8M | 441,698 | 0.08% | 10q | +22.1%+$4.0M |
| CITIGROUP INC | $20.6M | 417,633 | 0.01% | 31q | -7.0%-$1.5M |
| Point72 Asset Management, L.P. | $20.5M incl. $5.2M options CALL+PUT | 310,900 | 0.02% | 5q | HELD |
| SUN LIFE FINANCIAL INC | $20.5M | 415,685 | 1.05% | 13q | +7.9%+$1.5M |
| PRUDENTIAL FINANCIAL INC | $19.2M | 388,202 | 0.02% | 31q | +3.5%+$647.1K |
| Gray Foundation | $19.0M | 383,911 | 4.18% | 11q | -9.8%-$2.1M |
| PANAGORA ASSET MANAGEMENT INC | $18.8M | 381,159 | 0.06% | 31q | -60.3%-$28.5M |
| Qtron Investments LLC | $18.4M | 373,096 | 2.46% | 19q | -5.4%-$1.0M |
| Euclidean Capital LLC | $18.3M | 369,600 | 4.15% | 15q | HELD |
| Bank Julius Baer & Co. Ltd, Zurich | $17.9M | 363,087 | 0.05% | 7q | -8.8%-$1.7M |
| Lido Advisors, LLC | $17.6M | 356,624 | 0.05% | 11q | +17.0%+$2.6M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $17.4M | 352,969 | 0.01% | 10q | +38.4%+$4.8M |
| DARK FOREST CAPITAL MANAGEMENT LP | $16.9M | 342,603 | 1.09% | new | NEW |
| DV EQUITIES, LLC | $16.1M | 326,711 | 2.31% | 2q | +2433.0%+$15.5M |
| M&T Bank Corp | $15.3M | 308,968 | 0.04% | 12q | -4.3%-$679.9K |
| AIA Group Ltd | $14.7M | 296,835 | 0.18% | 44q | +47.1%+$4.7M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $14.1M | 284,880 | 0.02% | 12q | HELD |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $14.1M | 284,733 | 0.14% | 12q | -29.9%-$6.0M |
| AMERIPRISE FINANCIAL INC | $14.0M | 282,558 | 0.00% | 31q | -64.8%-$25.7M |
| PRINCIPAL FINANCIAL GROUP INC | $13.6M | 276,143 | 0.01% | 25q | HELD |
| Shah Wealth Advisors, LLC | $13.4M | 271,062 | 3.09% | new | FIRST |
| Ninety One UK Ltd | $12.2M | 246,442 | 0.03% | 31q | +20.2%+$2.0M |
| Allspring Global Investments Holdings, LLC | $12.1M | 244,095 | 0.02% | 19q | +2.1%+$246.9K |
| WESTWOOD HOLDINGS GROUP INC | $12.0M | 243,577 | 0.09% | new | NEW |
| North of South Capital LLP | $10.9M | 220,987 | 0.80% | 2q | HELD |
| NWI MANAGEMENT LP | $10.4M | 210,000 | 0.48% | 11q | -50.0%-$10.4M |
| BNP PARIBAS FINANCIAL MARKETS | $10.1M incl. $7.4M options CALL+PUT | 54,844 | 0.00% | 31q | -40.3%-$6.8M |
| Balyasny Asset Management L.P. | $10.0M | 202,389 | 0.01% | new | NEW |
| MKP Capital Management, L.L.C. | $10.0M | 202,000 | 0.27% | new | NEW |
| DUMAC, INC. | $10.0M | 201,973 | 0.91% | 8q | HELD |
| RHUMBLINE ADVISERS | $9.8M | 198,301 | 0.01% | 13q | -18.5%-$2.2M |
| Squarepoint Ops LLC | $9.8M incl. $2.3M options CALL+PUT | 150,152 | 0.01% | 5q | +85.4%+$4.5M |
| Artisan Partners Limited Partnership | $9.6M | 194,922 | 0.02% | 5q | +16.2%+$1.3M |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $9.5M | 192,939 | 1.95% | 2q | +27.3%+$2.0M |
| MML INVESTORS SERVICES, LLC | $9.5M | 191,530 | 0.02% | 31q | -27.0%-$3.5M |
| Randolph Co Inc | $8.7M | 175,368 | 0.73% | 14q | HELD |
| Y-Intercept (Hong Kong) Ltd | $8.4M | 169,830 | 0.17% | 5q | -51.4%-$8.9M |
| OSAIC HOLDINGS, INC. | $8.4M | 169,774 | 0.01% | 26q | -1.2%-$98.2K |
| Royal Fund Management, LLC | $8.3M | 167,579 | 0.69% | 8q | +6.8%+$523.7K |
| ALTFEST L J & CO INC | $8.2M | 165,943 | 0.79% | 3q | +44.5%+$2.5M |
| SPINNAKER TRUST | $8.1M | 163,131 | 0.39% | 13q | -2.1%-$174.9K |
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, Inc. | 5.9% |
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 | 145 | $401.6M | 8,572,222 | 15 | 32 | 51 | 0.3% |
| Q2 2026 | 547 | $7.0B | 136,021,432 | 51 | 140 | 208 | 4.7% |
| Q1 2026 | 575 | $7.6B | 141,394,917 | 63 | 163 | 217 | 13.9% |
| Q4 2025 | 615 | $8.8B | 154,750,459 | 67 | 191 | 184 | 5.1% |
| Q3 2025 | 598 | $8.4B | 154,375,068 | 51 | 185 | 196 | 4.6% |
| Q2 2025 | 651 | $9.4B | 163,771,108 | 121 | 210 | 158 | 3.3% |
| Q1 2025 | 590 | $9.0B | 163,278,580 | 71 | 159 | 222 | 6.6% |
| Q4 2024 | 620 | $9.2B | 172,956,313 | 67 | 188 | 202 | 0.9% |
| Q3 2024 | 641 | $10.0B | 165,588,158 | 70 | 250 | 164 | 4.7% |
| Q2 2024 | 615 | $9.9B | 168,420,093 | 105 | 255 | 138 | 4.6% |
| Q1 2024 | 564 | $9.5B | 173,624,534 | 133 | 208 | 117 | 5.5% |
| Q4 2023 | 476 | $7.4B | 144,002,853 | 81 | 159 | 101 | 4.7% |
| Q3 2023 | 427 | $5.6B | 125,291,454 | 87 | 146 | 79 | 1.6% |
| Q2 2023 | 368 | $4.4B | 101,434,201 | 76 | 96 | 81 | 0.4% |
| Q1 2023 | 322 | $3.8B | 94,874,469 | 56 | 85 | 87 | 1.0% |
| Q4 2022 | 330 | $4.1B | 95,988,825 | 49 | 97 | 89 | 1.1% |
| Q3 2022 | 305 | $69.1B | 1,703,750,943 | 46 | 86 | 84 | 0.0% |
| Q2 2022 | 293 | $17.5B | 441,909,725 | 26 | 77 | 97 | 0.3% |
| Q1 2022 | 294 | $17.9B | 398,975,091 | 24 | 91 | 84 | 0.4% |
| Q4 2021 | 333 | $27.3B | 588,689,122 | 38 | 122 | 76 | 1.2% |
| Q3 2021 | 320 | $14.6B | 297,219,150 | 57 | 94 | 77 | 1.2% |
| Q2 2021 | 290 | $11.4B | 256,423,178 | 24 | 87 | 93 | 0.7% |
| Q1 2021 | 328 | $11.2B | 264,377,914 | 73 | 97 | 69 | 0.7% |
| Q4 2020 | 280 | $10.9B | 269,049,063 | 42 | 73 | 76 | 0.9% |
| Q3 2020 | 257 | $8.5B | 249,284,247 | 29 | 45 | 99 | 0.4% |
| Q2 2020 | 253 | $7.5B | 255,781,936 | 34 | 57 | 96 | 1.3% |
| Q1 2020 | 271 | $12.8B | 521,493,393 | 40 | 72 | 94 | 1.7% |
| Q4 2019 | 319 | $21.6B | 611,430,573 | 46 | 86 | 79 | 0.3% |
| Q3 2019 | 297 | $24.3B | 720,439,219 | 35 | 82 | 90 | 0.3% |
| Q2 2019 | 306 | $25.9B | 730,648,229 | 37 | 97 | 94 | 0.3% |
| Q1 2019 | 323 | $24.3B | 681,008,272 | 56 | 73 | 96 | 1.1% |
| Q4 2018 | 286 | $22.6B | 674,514,015 | 6 | 8 | 6 | 0.5% |