DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES INC (POWR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
93
Reporting holders
$258.5M
Reported value
0.1%
Calls
0.0%
Puts
+33
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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | $104.2M | 3,725,393 | 0.27% | new | NEW |
| Parcion Private Wealth LLC | $42.2M | 1,508,705 | 2.34% | new | NEW |
| LPL Financial LLC | $23.9M | 855,929 | 0.01% | 31q | +88.0%+$11.2M |
| FFG Partners, LLC | $11.1M | 398,150 | 3.16% | new | NEW |
| PALLADIEM, LLC | $5.4M | 193,772 | 5.26% | new | NEW |
| MORGAN STANLEY | $5.1M | 181,007 | 0.00% | 35q | +108.2%+$2.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 175,163 | 0.01% | 3q | +459.6%+$4.0M |
| Focus Financial Network, Inc. | $3.7M | 132,684 | 0.11% | new | NEW |
| Steward Partners Investment Advisory, LLC | $3.2M | 114,855 | 0.02% | 22q | +8.7%+$258.2K |
| RAYMOND JAMES FINANCIAL INC | $2.7M | 98,133 | 0.00% | 7q | +143.5%+$1.6M |
| StoneX Group Inc. | $2.6M | 92,360 | 0.10% | 2q | +16.7%+$369.1K |
| JONES FINANCIAL COMPANIES LLLP | $2.4M | 86,330 | 0.00% | 8q | +113.1%+$1.3M |
| ROYAL BANK OF CANADA | $2.1M | 76,807 | 0.00% | 31q | +147.1%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 72,026 | 0.00% | 26q | +110.3%+$1.1M |
| ARS Investment Partners, LLC | $2.0M | 70,801 | 0.09% | 2q | +0.9%+$17.8K |
| BANK OF AMERICA CORP /DE/ | $1.9M | 67,499 | 0.00% | 31q | +293.1%+$1.4M |
| MML INVESTORS SERVICES, LLC | $1.9M | 66,806 | 0.00% | new | NEW |
| Cetera Investment Advisers | $1.8M | 63,621 | 0.00% | 10q | +67.6%+$717.6K |
| Wealthfront Advisers LLC | $1.7M | 59,637 | 0.00% | 18q | +34.4%+$426.8K |
| Cambridge Investment Research Advisors, Inc. | $1.6M | 59,044 | 0.00% | new | NEW |
| Lionsbridge Wealth Management LLC | $1.6M | 57,096 | 1.57% | new | NEW |
| Mezzasalma Advisors, LLC | $1.6M | 55,795 | 0.31% | new | NEW |
| RATIONAL ADVISORS, INC. | $1.5M | 53,132 | 0.14% | 2q | HELD |
| Advisory Services Network, LLC | $1.4M | 51,783 | 0.02% | 2q | +6.7%+$90.5K |
| HERITAGE OAK WEALTH ADVISORS LLC | $1.4M | 48,621 | 0.40% | new | NEW |
| Fisher Asset Management, LLC | $1.3M | 46,585 | 0.00% | 26q | -2.7%-$36.3K |
| Bright Futures Wealth Management, LLC. | $1.3M | 45,324 | 0.82% | 3q | -15.3%-$229.3K |
| Thompson David Blair | $1.2M | 44,590 | 0.62% | 2q | +40.0%+$356.4K |
| Private Advisor Group, LLC | $1.2M | 42,730 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $1.1M | 40,430 | 0.00% | new | NEW |
| Planned Solutions, Inc. | $1.1M | 38,044 | 0.30% | 23q | HELD |
| James J. Burns & Company, LLC | $1.0M | 36,511 | 0.11% | new | NEW |
| MGO ONE SEVEN LLC | $1.0M | 35,906 | 0.02% | new | NEW |
| Arrowroot Family Office, LLC | $962.7K | 34,431 | 0.28% | 2q | -12.2%-$133.5K |
| Pathstone Holdings, LLC | $921.3K | 32,950 | 0.00% | 2q | HELD |
| Teamwork Financial Advisors, LLC | $875.3K | 31,304 | 0.08% | 2q | -2.2%-$19.6K |
| OSAIC HOLDINGS, INC. | $787.7K | 28,172 | 0.00% | 26q | +82.9%+$357.1K |
| Arax Advisory Partners | $754.6K | 26,988 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $745.1K | 26,649 | 0.00% | 15q | -24.2%-$238.2K |
| FLOW TRADERS U.S. LLC | $740.0K | 26,484 | 0.03% | 7q | -57.4%-$995.1K |
| Creekside Partners | $699.0K | 25,000 | 0.25% | 9q | HELD |
| JANE STREET GROUP, LLC | $683.9K | 24,461 | 0.00% | new | NEW |
| Clear Creek Financial Management, LLC | $646.1K | 23,108 | 0.04% | new | NEW |
| Geneos Wealth Management Inc. | $638.2K | 22,825 | 0.01% | new | NEW |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $608.8K | 21,775 | 0.08% | new | NEW |
| M Wealth Management, LLC | $539.9K | 19,309 | 0.42% | 2q | HELD |
| Strategic Blueprint, LLC | $451.3K | 16,143 | 0.02% | 2q | +75.8%+$194.7K |
| Summit Wealth Partners, LLC | $429.2K | 15,351 | 0.06% | new | NEW |
| Clal Insurance Enterprises Holdings Ltd | $419.0K | 15,000 | 0.00% | 2q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $408.2K | 14,600 | 0.02% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $401.6K | 14,362 | 0.00% | new | NEW |
| SILVERLAKE WEALTH MANAGEMENT LLC | $399.4K | 14,285 | 0.08% | 2q | +26.0%+$82.5K |
| CITADEL ADVISORS LLC | $383.1K CALL | options only | 0.00% | new | OPTIONS |
| Equitable Holdings, Inc. | $302.7K | 10,826 | 0.00% | new | NEW |
| Guardian Asset Advisors, LLC | $292.3K | 10,455 | 0.13% | 11q | -27.3%-$110.0K |
| OpenArc Corporate Advisory, LLC | $278.1K | 9,945 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL GROUP, LLC | $236.9K | 8,472 | 0.03% | new | NEW |
| D.A. DAVIDSON & CO. | $234.9K | 8,402 | 0.00% | 16q | -3.0%-$7.2K |
| AE Wealth Management LLC | $218.9K | 7,830 | 0.00% | 2q | -97.6%-$9.0M |
| Harbor Asset Planning, Inc. | $209.9K | 7,506 | 0.16% | 5q | HELD |
| CARLSON FINANCIAL, INC. | $208.3K | 7,452 | 0.11% | new | NEW |
| Tidemark, LLC | $145.2K | 5,194 | 0.03% | 9q | +3.1%+$4.4K |
| SIMPLEX TRADING, LLC | $112.7K | 4,029 | 0.00% | new | NEW |
| LRI Investments, LLC | $108.6K | 3,883 | 0.01% | 6q | HELD |
| UBS Group AG | $104.1K | 3,722 | 0.00% | 6q | +520.3%+$87.3K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $96.5K | 3,450 | 0.00% | 3q | HELD |
| Elequin Capital, LP | $72.7K | 2,599 | 0.00% | new | NEW |
| Kilter Group LLC | $53.1K | 1,899 | 0.02% | 5q | HELD |
| BANK OF MONTREAL /CAN/ | $37.5K | 1,340 | 0.00% | 2q | +59.0%+$13.9K |
| Global Retirement Partners, LLC | $28.4K | 1,016 | 0.00% | 16q | +32.8%+$7.0K |
| PRIVATE TRUST CO NA | $26.8K | 960 | 0.00% | 2q | HELD |
| Parallel Advisors, LLC | $24.9K | 892 | 0.00% | new | NEW |
| Caitlin John, LLC | $22.9K | 819 | 0.01% | 4q | HELD |
| Federation des caisses Desjardins du Quebec | $13.4K | 480 | 0.00% | 15q | HELD |
| Strategic Wealth Partners, Ltd. | $13.4K | 478 | 0.00% | 5q | HELD |
| Princeton Global Asset Management LLC | $12.7K | 455 | 0.00% | new | NEW |
| Security National Bank | $12.6K | 450 | 0.00% | 11q | HELD |
| KERR FINANCIAL PLANNING Corp | $11.2K | 402 | 0.01% | new | NEW |
| US BANCORP \DE\ | $11.2K | 400 | 0.00% | 2q | -13.8%-$1.8K |
| Gould Capital, LLC | $11.2K | 400 | 0.01% | new | NEW |
| Leo H. Evart, Inc. | $10.0K | 359 | 0.01% | 2q | HELD |
| SHP Wealth Management | $7.2K | 256 | 0.00% | new | NEW |
| Atlantic Union Bankshares Corp | $6.4K | 230 | 0.00% | 5q | HELD |
| FMR LLC | $6.1K | 219 | 0.00% | 10q | +29.6%+$1.4K |
| NATIONAL BANK OF CANADA /FI/ | $5.6K | 200 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $3.5K | 130 | 0.00% | new | NEW |
| CBIZ Investment Advisory Services, LLC | $2.8K | 108 | 0.00% | 10q | HELD |
| LANARK FINANCIAL, INC. | $2.8K | 100 | 0.00% | 2q | HELD |
| Triumph Capital Management | $2.8K | 100 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $1.6K | 59 | 0.00% | 23q | HELD |
| NewEdge Advisors, LLC | $1.6K | 58 | 0.00% | 2q | HELD |
| Institute for Wealth Management, LLC. | $1.0K | 37 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2 | none filed | 0.00% | 10q | -100.0% |
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 | 30 | $52.0M | 2,150,934 | 6 | 9 | 5 | 0.0% |
| Q2 2026 | 93 | $258.5M | 9,234,078 | 37 | 23 | 11 | 0.1% |
| Q1 2026 | 60 | $53.8M | 2,052,499 | 23 | 17 | 6 | 0.0% |
| Q4 2025 | 45 | $22.6M | 959,164 | 6 | 15 | 8 | 0.0% |
| Q3 2025 | 49 | $26.2M | 1,043,997 | 7 | 8 | 12 | 0.0% |
| Q2 2025 | 47 | $26.9M | 1,133,696 | 7 | 11 | 15 | 0.0% |
| Q1 2025 | 44 | $26.8M | 1,087,615 | 6 | 8 | 15 | 0.0% |
| Q4 2024 | 40 | $25.4M | 1,112,565 | 3 | 10 | 12 | 0.0% |
| Q3 2024 | 42 | $28.1M | 1,134,341 | 7 | 10 | 13 | 0.0% |
| Q2 2024 | 43 | $43.6M | 1,677,165 | 5 | 13 | 8 | 0.0% |
| Q1 2024 | 41 | $39.7M | 1,494,960 | 10 | 8 | 14 | 0.0% |
| Q4 2023 | 32 | $31.1M | 1,290,329 | 2 | 14 | 8 | 0.0% |
| Q3 2023 | 32 | $29.4M | 1,140,539 | 5 | 8 | 11 | 0.0% |
| Q2 2023 | 29 | $25.8M | 1,114,323 | 3 | 9 | 9 | 0.0% |
| Q1 2023 | 32 | $29.8M | 1,279,051 | 1 | 3 | 18 | 0.0% |
| Q4 2022 | 39 | $53.0M | 2,184,877 | 8 | 15 | 11 | 0.0% |
| Q3 2022 | 36 | $67.8M | 3,174,240 | 6 | 5 | 13 | 0.0% |
| Q2 2022 | 34 | $76.4M | 3,889,443 | 3 | 10 | 11 | 0.0% |
| Q1 2022 | 34 | $60.8M | 2,677,882 | 5 | 11 | 10 | 0.0% |
| Q4 2021 | 33 | $59.7M | 3,343,659 | 5 | 10 | 10 | 0.0% |
| Q3 2021 | 29 | $44.1M | 2,504,333 | 1 | 10 | 8 | 0.0% |
| Q2 2021 | 30 | $39.3M | 2,308,356 | 4 | 15 | 4 | 0.0% |
| Q1 2021 | 26 | $18.2M | 1,157,256 | 5 | 8 | 5 | 0.0% |
| Q4 2020 | 25 | $13.3M | 1,019,811 | 5 | 9 | 7 | 0.0% |
| Q3 2020 | 24 | $52.1M | 4,983,117 | 1 | 10 | 6 | 0.0% |
| Q2 2020 | 26 | $57.4M | 4,680,060 | 6 | 10 | 6 | 0.0% |
| Q1 2020 | 23 | $103.6M | 9,928,656 | 6 | 2 | 8 | 0.0% |
| Q4 2019 | 23 | $20.1M | 1,059,170 | 0 | 8 | 8 | 0.0% |
| Q3 2019 | 23 | $30.9M | 1,645,938 | 2 | 8 | 5 | 0.0% |
| Q2 2019 | 21 | $27.9M | 1,383,644 | 1 | 9 | 6 | 0.0% |
| Q1 2019 | 23 | $28.8M | 1,372,195 | 4 | 6 | 7 | 0.0% |
| Q4 2018 | 21 | $18.6M | 1,007,811 | 0 | 1 | 1 | 0.0% |