ISHARES TR (EEM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
92
Reporting holders
$266.5M
Reported value
0.1%
Calls
0.0%
Puts
-1,584
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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | $45.3M | 678,267 | 0.65% | new | NEW |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $22.6M | 337,725 | 5.28% | 23q | +7.1%+$1.5M |
| First Heartland Consultants, Inc. | $17.1M | 256,260 | 1.14% | 6q | -6.6%-$1.2M |
| Farther Finance Advisors, LLC | $12.7M | 190,101 | 0.09% | 16q | +4.3%+$523.4K |
| CoreCap Advisors, LLC | $9.2M | 137,279 | 0.26% | 9q | -34.4%-$4.8M |
| Grove Bank & Trust | $8.6M | 128,470 | 0.85% | 32q | +5.7%+$462.6K |
| PFW Advisors LLC | $8.0M | 119,574 | 2.37% | 14q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $7.7M | 115,601 | 0.56% | 32q | HELD |
| RTD Financial Advisors, Inc. | $7.6M | 114,149 | 0.83% | 20q | -2.0%-$155.4K |
| Valeo Financial Advisors, LLC | $7.5M | 111,743 | 0.16% | 32q | -2.3%-$177.9K |
| LWM ADVISORS INC | $6.7M | 100,482 | 5.07% | 8q | HELD |
| Venture Visionary Partners LLC | $6.6M | 98,671 | 0.17% | 24q | +2.9%+$182.8K |
| Baron Financial Group, LLC | $6.2M | 93,542 | 3.04% | 25q | HELD |
| JUNCTURE WEALTH STRATEGIES, LLC | $6.1M | 91,251 | 1.56% | 3q | +27.2%+$1.3M |
| Coastline Trust Co | $5.4M | 80,700 | 0.50% | 32q | -16.1%-$1.0M |
| Prism Advisors, Inc. | $5.3M | 80,684 | 1.34% | 32q | HELD |
| Buska Wealth Management, LLC | $5.0M | 74,384 | 1.71% | 3q | +77.9%+$2.2M |
| Balefire, LLC | $4.0M | 59,864 | 0.63% | 7q | -8.9%-$391.9K |
| Allen Mooney & Barnes Investment Advisors LLC | $3.8M | 56,376 | 0.56% | 15q | -6.7%-$270.2K |
| Factor Wealth Management LTD | $3.5M | 52,296 | 0.53% | 8q | -1.2%-$42.3K |
| Pathway Financial Advisors LLC | $3.2M | 47,365 | 0.35% | 31q | HELD |
| Dominguez Wealth Management Solutions, Inc. | $3.2M | 47,330 | 1.75% | 16q | +1.8%+$55.3K |
| CENTRAL BANK & TRUST CO | $3.1M | 47,132 | 0.45% | 29q | HELD |
| ANB BANK | $3.0M | 44,252 | 1.05% | 8q | +263.0%+$2.1M |
| MassMutual Private Wealth & Trust, FSB | $2.9M | 43,066 | 0.08% | 32q | -2.8%-$82.8K |
| Atlas Brown,Inc. | $2.9M | 42,849 | 0.75% | 32q | -0.6%-$16.8K |
| Friday Financial | $2.8M | 41,866 | 0.55% | 8q | +183.1%+$1.8M |
| Sincerus Advisory, LLC | $2.7M | 39,722 | 1.73% | 8q | +4.0%+$102.3K |
| Avidian Wealth Enterprises, LLC | $2.7M | 39,714 | 0.07% | 15q | +7.6%+$188.3K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.5M | 36,984 | 0.21% | 8q | HELD |
| ROCKLAND TRUST CO | $2.2M | 32,857 | 0.08% | 32q | +5.5%+$113.5K |
| Prosperity Planning, Inc. | $2.1M | 31,170 | 0.46% | 24q | -1.7%-$34.9K |
| SACKS & ASSOCIATES, LLC | $2.0M | 29,371 | 1.37% | 4q | +1.7%+$32.1K |
| Paladin Partners, LLC | $1.9M | 28,519 | 1.17% | 2q | +6.0%+$108.5K |
| Apella Capital, LLC | $1.9M | 28,014 | 0.02% | 4q | +164.8%+$1.2M |
| Trinity Financial Advisors LLC | $1.5M | 23,097 | 0.40% | 6q | HELD |
| Taylor & Morgan Wealth Management, LLC | $1.4M | 21,473 | 0.69% | 20q | +3.6%+$50.1K |
| YHB Investment Advisors, Inc. | $1.1M | 17,050 | 0.07% | 25q | HELD |
| ACT WEALTH MANAGEMENT, LLC | $1.1M | 16,555 | 0.33% | 24q | -2.1%-$24.0K |
| KFA Private Wealth Group, LLC | $1.0M | 15,202 | 0.24% | 8q | HELD |
| Monument Capital Management | $960.8K | 14,386 | 0.20% | 2q | -2.2%-$21.9K |
| Acropolis Investment Management, LLC | $926.8K | 13,876 | 0.04% | 32q | -50.0%-$926.8K |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $910.0K | 13,624 | 0.52% | 8q | -0.7%-$6.7K |
| DAVIDSON TRUST CO | $906.2K | 13,568 | 0.36% | 26q | HELD |
| ECLECTIC ASSOCIATES INC /ADV | $903.9K | 13,533 | 0.10% | 4q | HELD |
| DECISION INVESTMENTS, INC | $897.1K | 13,432 | 0.81% | 4q | -1.1%-$10.0K |
| Trust Co | $855.6K | 12,811 | 0.07% | 32q | -2.6%-$22.6K |
| Asempa Wealth Advisors | $821.2K | 9,792 | 0.63% | 4q | -9.6%-$87.0K |
| Bank of New Hampshire | $798.8K | 11,960 | 0.17% | 22q | -12.4%-$113.5K |
| Boltwood Capital Management | $780.6K | 11,688 | 0.18% | 26q | -0.6%-$4.3K |
| Canandaigua National Trust Co of Florida | $772.2K | 11,561 | 0.43% | 8q | +16.9%+$111.9K |
| BOYUM WEALTH ARCHITECTS LLC | $697.3K | 10,305 | 0.28% | 6q | -7.2%-$54.1K |
| Crumly & Associates Inc. | $688.7K | 10,311 | 0.12% | 5q | +66.6%+$275.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $687.9K | 10,300 | 0.04% | 9q | HELD |
| David J Yvars Group | $670.9K | 10,045 | 0.31% | 6q | +5.6%+$35.3K |
| Adirondack Capital Advisors, LLC | $641.9K | 9,610 | 0.33% | 4q | -0.5%-$3.3K |
| ELEVATION WEALTH PARTNERS, LLC | $640.2K | 9,586 | 0.18% | 15q | HELD |
| Noble Wealth Management PBC | $612.1K | 9,165 | 0.27% | 7q | -2.1%-$13.0K |
| CogentBlue Wealth Advisors, LLC | $595.1K | 8,911 | 0.55% | 8q | HELD |
| COLLECTIVE FAMILY OFFICE LLC | $588.0K | 8,803 | 0.12% | 16q | +1.5%+$8.9K |
| Hardin Capital Partners, LLC | $554.5K | 8,301 | 0.27% | 10q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $472.1K | 7,069 | 0.05% | 28q | -4.0%-$19.6K |
| Peterson Wealth Advisors, LLC | $463.3K | 6,937 | 0.05% | 27q | HELD |
| PARK NATIONAL CORP /OH/ | $447.1K | 6,694 | 0.01% | 3q | +8.4%+$34.8K |
| Wedmont Private Capital | $441.2K | 6,674 | 0.01% | 3q | HELD |
| DIVERSIFIED MANAGEMENT INC | $432.2K | 6,471 | 0.08% | 4q | +1.8%+$7.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $432.1K | 6,469 | 0.01% | 3q | +3.3%+$13.8K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $425.5K | 6,371 | 0.31% | 2q | +8.4%+$32.9K |
| Sound Income Strategies, LLC | $386.5K | 5,848 | 0.02% | 32q | +5.9%+$21.6K |
| LifeGoal Investments, LLC | $379.6K | 5,684 | 0.12% | 2q | HELD |
| ATWOOD & PALMER INC | $300.5K | 4,499 | 0.02% | 32q | HELD |
| EASTERN BANK | $294.9K | 4,415 | 0.00% | 9q | -3.3%-$10.0K |
| Hiley Hunt Wealth Management | $271.4K | 4,064 | 0.11% | 5q | HELD |
| SAPIENT CAPITAL LLC | $256.9K | 3,847 | 0.00% | 3q | -45.6%-$215.0K |
| Midwest Financial Partners Investments, Inc. | $252.9K | 3,787 | 0.10% | 4q | HELD |
| AVITY INVESTMENT MANAGEMENT INC. | $235.2K | 3,521 | 0.01% | 2q | HELD |
| Bill Few Associates, Inc. | $230.4K | 3,450 | 0.05% | 2q | HELD |
| S.E.E.D. Planning Group LLC | $200.2K | 2,998 | 0.05% | new | NEW |
| AMERICAN NATIONAL BANK & TRUST | $152.3K | 2,280 | 0.01% | 8q | HELD |
| TOMPKINS FINANCIAL CORP | $132.4K | 1,983 | 0.01% | 6q | +267.9%+$96.4K |
| GAMMA Investing LLC | $112.8K | 1,689 | 0.00% | 12q | HELD |
| Rosenberg Matthew Hamilton | $84.9K | 1,271 | 0.02% | 27q | -1.5%-$1.3K |
| GK Wealth Management LLC | $82.1K | 1,230 | 0.05% | new | NEW |
| Quintet Private Bank (Europe) S.A. | $78.8K | 1,180 | 0.00% | 16q | -28.9%-$32.1K |
| Gladwyn Financial Advisors, Inc. | $55.5K | 831 | 0.04% | 6q | -4.3%-$2.5K |
| Hickory Point Bank & Trust | $41.9K | 627 | 0.03% | 3q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $26.7K | 400 | 0.02% | 4q | HELD |
| Bangor Savings Bank | $21.2K | 317 | 0.00% | 18q | HELD |
| Versant Capital Management, Inc | $21.0K | 315 | 0.00% | 9q | HELD |
| Ayalon Insurance Comp Ltd. | $15.7K | 235,250 | 1.30% | new | NEW |
| Horrell Capital Management, Inc. | $5.0K | 75 | 0.00% | 29q | HELD |
| LBJ Family Wealth Advisors, Ltd. | $2.0K | 29,689 | 1.01% | 32q | -1.3% |
| ARMSTRONG ADVISORY GROUP, INC | $1.1K | 16 | 0.00% | 4q | HELD |
| GoalVest Advisory LLC | $868 | 13 | 0.00% | 15q | HELD |
| CX Institutional | $281 | 4,213 | 0.01% | 7q | HELD |
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 | 92 | $266.5M | 3,987,600 | 3 | 26 | 29 | 0.1% |
| Q2 2026 | 1,676 | $112.7B | 1,292,552,474 | 135 | 517 | 522 | 21.6% |
| Q1 2026 | 1,646 | $87.3B | 1,083,710,766 | 201 | 541 | 425 | 29.5% |
| Q4 2025 | 1,551 | $37.3B | 322,476,713 | 130 | 480 | 431 | 52.7% |
| Q3 2025 | 1,438 | $46.0B | 324,774,559 | 128 | 382 | 425 | 62.3% |
| Q2 2025 | 1,376 | $37.5B | 317,267,707 | 135 | 391 | 444 | 59.2% |
| Q1 2025 | 1,331 | $34.1B | 307,141,605 | 84 | 340 | 498 | 60.7% |
| Q4 2024 | 1,357 | $36.7B | 332,655,801 | 86 | 392 | 409 | 62.1% |
| Q3 2024 | 1,306 | $51.9B | 361,245,385 | 97 | 309 | 463 | 68.1% |
| Q2 2024 | 1,293 | $46.0B | 403,543,652 | 82 | 323 | 512 | 62.6% |
| Q1 2024 | 1,293 | $44.8B | 493,190,545 | 78 | 282 | 567 | 54.8% |
| Q4 2023 | 1,332 | $35.4B | 435,398,887 | 92 | 379 | 491 | 50.6% |
| Q3 2023 | 1,302 | $32.8B | 411,539,300 | 61 | 289 | 512 | 52.3% |
| Q2 2023 | 1,347 | $33.4B | 452,406,084 | 75 | 370 | 512 | 46.4% |
| Q1 2023 | 1,339 | $35.8B | 521,694,456 | 115 | 375 | 471 | 42.2% |
| Q4 2022 | 1,339 | $33.0B | 493,572,832 | 151 | 380 | 513 | 43.3% |
| 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% |