ISHARES TR (EEM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,621
Reporting holders
$109.2B
Reported value
20.2%
Held as options
+30
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BARCLAYS PLC | $66.3B | 939,833,340 | 12.73% | 31q | +29.8%+$15.2B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3B | 35,347 | 0.26% | 31q | -91.9%-$37.7B |
| BANK OF AMERICA CORP /DE/ | $2.8B | 40,796,593 | 0.18% | 31q | +9.3%+$236.6M |
| MORGAN STANLEY | $2.6B | 38,612,778 | 0.14% | 35q | +14.0%+$324.1M |
| GOLDMAN SACHS GROUP INC | $2.4B | 12,400,465 | 0.21% | 31q | +32.6%+$588.4M |
| JANE STREET GROUP, LLC | $2.1B | 11,495 | 0.17% | 31q | +4.5%+$87.5M |
| UBS Group AG | $2.0B | 11,560,552 | 0.26% | 31q | +4.8%+$92.8M |
| WELLS FARGO & COMPANY/MN | $1.8B | 13,964,117 | 0.29% | 31q | -49.3%-$1.7B |
| CITIGROUP INC | $1.8B | 3,873,362 | 0.58% | 31q | -33.1%-$870.9M |
| MILLENNIUM MANAGEMENT LLC | $1.6B | 2,399,630 | 0.59% | 31q | -48.2%-$1.5B |
| CITADEL ADVISORS LLC | $1.4B | options only | 0.16% | 31q | OPTIONS |
| BlackRock, Inc. | $1.4B | 19,096,026 | 0.02% | 8q | +10.8%+$132.6M |
| Allianz Asset Management GmbH | $829.7M | 150,483 | 0.74% | 16q | HELD |
| JPMORGAN CHASE & CO | $755.7M | 11,207,326 | 0.04% | 31q | +25.0%+$151.1M |
| BNP PARIBAS FINANCIAL MARKETS | $699.9M | 1,782,907 | 0.24% | 31q | -51.7%-$749.8M |
| TUDOR INVESTMENT CORP ET AL | $626.8M | 1,016,061 | 0.87% | 11q | +35.1%+$162.9M |
| Retirement Systems of Alabama | $624.7M | 9,131,302 | 1.88% | 31q | HELD |
| ADAPT Investment Managers SA | $615.7M | options only | 4.90% | 3q | OPTIONS |
| Squarepoint Ops LLC | $587.9M | 1,152,899 | 0.65% | 14q | +76.4%+$254.6M |
| Jain Global LLC | $553.8M | 1,250,889 | 2.18% | 6q | -64.0%-$986.2M |
| Carrhae Capital LLP | $549.2M | options only | 15.16% | new | OPTIONS |
| ROYAL BANK OF CANADA | $540.2M | 6,052,375 | 0.08% | 31q | -47.8%-$494.1M |
| NAYA CAPITAL MANAGEMENT UK LTD | $410.5M | options only | 19.74% | new | OPTIONS |
| HSBC HOLDINGS PLC | $381.2M | 468,107 | 0.16% | 31q | -23.4%-$116.6M |
| Board of Trustees of The Leland Stanford Junior University | $369.8M | 5,406,282 | 69.38% | 9q | -40.2%-$248.3M |
| BANK OF MONTREAL /CAN/ | $329.4M | 4,415,489 | 0.11% | 31q | -24.1%-$104.3M |
| PNC Financial Services Group, Inc. | $318.1M | 4,650,417 | 0.16% | 31q | +0.9%+$2.7M |
| LPL Financial LLC | $310.7M | 4,535,368 | 0.07% | 31q | +6.4%+$18.6M |
| Bank of New York Mellon Corp | $276.2M | 3,924,398 | 0.05% | 31q | +1.8%+$4.8M |
| CAPSTONE INVESTMENT ADVISORS, LLC | $273.2M | 605,065 | 0.51% | 31q | -17.0%-$55.9M |
| Parallax Volatility Advisers, L.P. | $232.1M | options only | 0.39% | 31q | OPTIONS |
| US BANCORP \DE\ | $230.8M | 3,374,039 | 0.25% | 31q | +1.1%+$2.4M |
| ENVESTNET ASSET MANAGEMENT INC | $185.0M | 2,704,404 | 0.04% | 31q | +9.2%+$15.7M |
| BANK OF NOVA SCOTIA | $176.8M | 2,555,879 | 0.27% | 31q | +375.2%+$139.6M |
| Schonfeld Strategic Advisors LLC | $175.9M | 531,015 | 0.63% | 13q | +9061.7%+$174.0M |
| RAYMOND JAMES FINANCIAL INC | $171.9M | 2,511,063 | 0.05% | 7q | +16.2%+$24.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $169.7M | 2,480,428 | 0.34% | 24q | -1.9%-$3.3M |
| Walleye Trading LLC | $135.3M | options only | 0.15% | 31q | OPTIONS |
| Hirtle & Co., LLC | $129.1M | 1,887,366 | 4.24% | 31q | -0.8%-$1.0M |
| Greenfield FTC, Inc. | $128.6M | 1,880,531 | 17.51% | 3q | +138.8%+$74.8M |
| Cassaday & Co Wealth Management LLC | $124.1M | 1,814,769 | 2.33% | 15q | -2.2%-$2.8M |
| Mariner, LLC | $121.6M | 1,777,002 | 0.13% | 31q | +17.0%+$17.6M |
| FIFTH THIRD BANCORP | $112.1M | 1,638,280 | 0.18% | 31q | +13.2%+$13.0M |
| Corient Private Wealth LP | $108.2M | 1,581,793 | 0.07% | 15q | +94.5%+$52.6M |
| ExodusPoint Capital Management, LP | $106.2M | 51,800 | 0.68% | 2q | HELD |
| Passaic Partners LLC | $100.4M | options only | 7.39% | 2q | OPTIONS |
| Kirkoswald Asset Management LLC | $99.5M | options only | 8.14% | new | OPTIONS |
| HighTower Advisors, LLC | $97.0M | 1,418,146 | 0.09% | 31q | +6.8%+$6.2M |
| GREENLEAF TRUST | $94.3M | 1,379,059 | 0.91% | 31q | -6.1%-$6.1M |
| REGIONS FINANCIAL CORP | $94.1M | 1,376,167 | 0.56% | 31q | -3.6%-$3.5M |
| Sand Hill Global Advisors, LLC | $87.5M | 1,279,350 | 2.64% | 27q | +977.8%+$79.4M |
| TOTAL INVESTMENT MANAGEMENT INC | $83.9M | 1,309,112 | 8.85% | 14q | -16.0%-$15.9M |
| Cetera Investment Advisers | $83.0M | 1,212,678 | 0.08% | 31q | +1.2%+$1.0M |
| OSAIC HOLDINGS, INC. | $82.8M | 1,209,998 | 0.10% | 26q | +13.4%+$9.8M |
| Verition Fund Management LLC | $82.6M | 30,784 | 0.21% | 5q | HELD |
| FMR LLC | $82.5M | 1,205,822 | 0.00% | 31q | +4.7%+$3.7M |
| Rockefeller Capital Management L.P. | $82.5M | 1,205,299 | 0.13% | 31q | +7.7%+$5.9M |
| MARSHALL WACE, LLP | $80.0M | 167,260 | 0.06% | 14q | +148.2%+$47.8M |
| STIFEL FINANCIAL CORP | $79.4M | 1,161,244 | 0.07% | 31q | -8.9%-$7.8M |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $72.3M | 1,056,615 | 3.13% | 29q | -2.9%-$2.1M |
| Calamos Advisors LLC | $68.3M | options only | 0.23% | 8q | OPTIONS |
| KEYBANK NATIONAL ASSOCIATION/OH | $66.6M | 973,583 | 0.22% | 31q | HELD |
| CONNABLE OFFICE INC | $65.7M | 960,965 | 5.79% | 31q | -6.2%-$4.3M |
| NATIONAL BANK OF CANADA /FI/ | $64.8M | 946,843 | 0.05% | 19q | +10519.6%+$64.1M |
| ALLSTATE CORP | $63.3M | 925,445 | 0.63% | 7q | -29.0%-$25.9M |
| USA FINANCIAL FORMULAS | $60.9M | 889,999 | 11.15% | new | FIRST |
| CIBC Bancorp USA Inc. | $60.6M | 885,916 | 0.07% | 3q | +11.7%+$6.4M |
| TRUIST FINANCIAL CORP | $60.5M | 883,797 | 0.07% | 31q | +6.5%+$3.7M |
| Focus Partners Wealth | $60.3M | 881,298 | 0.06% | 11q | +4.9%+$2.8M |
| Phoenix Financial Ltd. | $60.3M | 880,828 | 0.41% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $59.2M | 865,471 | 0.04% | 30q | +106.8%+$30.6M |
| DEUTSCHE BANK AG\ | $58.3M | 852,504 | 0.02% | 34q | +2.5%+$1.4M |
| TORONTO DOMINION BANK | $56.3M | 73,168 | 0.07% | 31q | -29.2%-$23.2M |
| Wilmington Savings Fund Society, FSB | $55.9M | 817,183 | 1.25% | 35q | +1.3%+$729.2K |
| LAZARD ASSET MANAGEMENT LLC | $55.9M | 816,454 | 0.08% | 46q | +879.7%+$50.2M |
| CAPTRUST FINANCIAL ADVISORS | $54.9M | 802,767 | 0.08% | 31q | -7.8%-$4.6M |
| OLD MISSION CAPITAL LLC | $54.6M | options only | 0.87% | 7q | OPTIONS |
| NORTHERN TRUST CORP | $52.7M | 769,883 | 0.01% | 31q | -11.6%-$6.9M |
| Koss-Olinger Consulting, LLC | $50.8M | 743,148 | 3.92% | 2q | +1130.3%+$46.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $49.7M | 726,259 | 0.03% | 31q | +7.7%+$3.5M |
| Creative Planning | $49.1M | 718,199 | 0.03% | 31q | -2.7%-$1.3M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $49.1M | 718,000 | 0.21% | new | NEW |
| Erste Asset Management GmbH | $49.0M | 797,119 | 0.38% | 31q | HELD |
| MIZUHO MARKETS AMERICAS LLC | $48.8M | 713,800 | 0.77% | new | NEW |
| M&T Bank Corp | $48.4M | 707,423 | 0.14% | 26q | -2.7%-$1.4M |
| Mitsubishi UFJ Trust & Banking Corp | $48.1M | 703,371 | 0.11% | 25q | -4.9%-$2.5M |
| Nearwater Capital Markets, Ltd | $47.9M | 700,000 | 0.83% | 2q | +21.2%+$8.4M |
| Balyasny Asset Management L.P. | $47.4M | 349,321 | 0.06% | 18q | +33.7%+$11.9M |
| MEITAV INVESTMENT HOUSE LTD | $46.3M | 677,257 | 0.31% | new | NEW |
| First Western Trust Bank | $45.2M | 660,248 | 2.20% | 4q | +11.1%+$4.5M |
| Merit Financial Group, LLC | $44.0M | 643,222 | 0.13% | 27q | +136.0%+$25.4M |
| Man Group plc | $43.0M | 628,800 | 0.07% | 11q | +91.1%+$20.5M |
| Provenance Wealth Advisors, LLC | $42.9M | 627,008 | 4.09% | 12q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $41.9M | 613,201 | 0.05% | 31q | +1.3%+$548.0K |
| HUNTINGTON NATIONAL BANK | $40.1M | 585,827 | 0.19% | 31q | -3.5%-$1.5M |
| WESTWOOD HOLDINGS GROUP INC | $40.1M | 585,604 | 0.30% | 4q | +238.6%+$28.2M |
| New Harbor Financial Group, LLC | $39.9M | 583,206 | 6.30% | 5q | +2.5%+$987.3K |
| SEI INVESTMENTS CO | $39.9M | 582,678 | 0.04% | 14q | +40.5%+$11.5M |
| Checchi Capital Advisers, LLC | $39.3M | 544,579 | 1.77% | 31q | -19.8%-$9.7M |
| PRUDENTIAL PLC | $38.6M | 564,350 | 0.21% | 32q | HELD |
Showing the largest 100 of 1,672 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,621 | $109.2B | 1,274,309,104 | 133 | 496 | 509 | 20.2% |
| Q1 2026 | 1,591 | $86.5B | 1,070,140,099 | 194 | 529 | 409 | 29.8% |
| Q4 2025 | 1,494 | $36.7B | 311,362,279 | 125 | 466 | 411 | 53.6% |
| Q3 2025 | 1,379 | $45.2B | 309,209,003 | 126 | 364 | 414 | 63.5% |
| Q2 2025 | 1,305 | $37.1B | 310,410,572 | 128 | 373 | 426 | 59.7% |
| Q1 2025 | 1,255 | $33.7B | 299,496,609 | 78 | 316 | 479 | 61.3% |
| Q4 2024 | 1,279 | $36.4B | 324,960,799 | 82 | 372 | 385 | 62.7% |
| Q3 2024 | 1,216 | $51.5B | 353,156,365 | 88 | 298 | 427 | 68.5% |
| Q2 2024 | 1,201 | $45.5B | 394,044,275 | 77 | 303 | 477 | 63.1% |
| Q1 2024 | 1,197 | $44.4B | 482,553,560 | 73 | 259 | 536 | 55.3% |
| Q4 2023 | 1,226 | $34.9B | 422,265,402 | 88 | 358 | 446 | 51.3% |
| Q3 2023 | 1,184 | $32.2B | 399,046,677 | 54 | 262 | 466 | 53.0% |
| Q2 2023 | 1,217 | $32.4B | 427,433,382 | 73 | 326 | 471 | 47.8% |
| Q1 2023 | 1,183 | $34.4B | 498,676,503 | 101 | 340 | 410 | 42.9% |
| Q4 2022 | 1,108 | $29.2B | 436,934,438 | 129 | 319 | 409 | 44.6% |
| Q3 2022 | 1,230 | $30.1B | 511,313,752 | 89 | 329 | 501 | 40.5% |
| Q2 2022 | 1,298 | $34.0B | 535,788,482 | 86 | 389 | 503 | 36.9% |
| Q1 2022 | 1,320 | $33.4B | 511,853,096 | 78 | 342 | 524 | 30.7% |
| Q4 2021 | 1,415 | $46.6B | 476,011,734 | 102 | 447 | 400 | 50.1% |
| Q3 2021 | 1,311 | $47.4B | 468,242,405 | 77 | 326 | 465 | 49.9% |
| Q2 2021 | 1,365 | $50.2B | 428,713,981 | 91 | 415 | 425 | 52.9% |
| Q1 2021 | 1,381 | $50.8B | 463,258,889 | 135 | 455 | 409 | 51.4% |
| Q4 2020 | 1,344 | $55.2B | 530,148,128 | 161 | 416 | 364 | 50.4% |
| Q3 2020 | 1,172 | $38.8B | 437,893,073 | 107 | 246 | 471 | 50.3% |
| Q2 2020 | 1,133 | $33.8B | 419,452,516 | 102 | 223 | 595 | 50.3% |
| Q1 2020 | 1,171 | $34.3B | 462,806,847 | 94 | 305 | 551 | 54.0% |
| Q4 2019 | 1,358 | $45.2B | 517,563,026 | 131 | 376 | 430 | 48.6% |
| Q3 2019 | 1,181 | $41.4B | 481,648,495 | 64 | 264 | 523 | 52.4% |
| Q2 2019 | 1,234 | $52.1B | 591,639,980 | 84 | 366 | 471 | 51.3% |
| Q1 2019 | 1,256 | $48.5B | 604,460,423 | 127 | 401 | 449 | 46.8% |
| Q4 2018 | 1,228 | $38.7B | 537,567,909 | 12 | 26 | 22 | 45.8% |