ISHARES INC (EMXC)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
47
Reporting holders
$361.4M
Reported value
0.0%
Calls
0.0%
Puts
-974
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 |
|---|---|---|---|---|---|
| EASTERN BANK | $114.2M | 1,152,859 | 1.74% | 9q | HELD |
| Avidian Wealth Enterprises, LLC | $101.5M | 1,024,673 | 2.83% | 17q | -4.1%-$4.3M |
| Farther Finance Advisors, LLC | $62.3M | 628,287 | 0.44% | 12q | +2.2%+$1.4M |
| CENTRAL BANK & TRUST CO | $13.6M | 137,487 | 1.94% | 12q | -2.5%-$353.2K |
| Valeo Financial Advisors, LLC | $8.5M | 86,168 | 0.18% | 26q | +7.3%+$577.7K |
| Intelligence Driven Advisers, LLC | $8.1M | 82,221 | 1.41% | 11q | +2.2%+$177.3K |
| Montecito Bank & Trust | $7.4M | 74,980 | 1.12% | 19q | +1.3%+$92.8K |
| Seven Bridges Advisors LLC | $7.1M | 71,615 | 3.21% | 2q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $5.5M | 55,358 | 3.55% | 6q | +8.4%+$426.3K |
| Silverleafe Capital Partners, LLC | $4.5M | 45,173 | 1.27% | 5q | -14.1%-$732.1K |
| Versant Capital Management, Inc | $3.9M | 39,681 | 0.34% | 26q | HELD |
| Planning Strategies Inc. | $3.4M | 34,261 | 2.01% | 2q | +4.5%+$146.3K |
| Apella Capital, LLC | $3.2M | 31,989 | 0.04% | 19q | -6.0%-$206.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.2M | 21,990 | 0.03% | 3q | HELD |
| CoreCap Advisors, LLC | $2.1M | 21,034 | 0.06% | 15q | -10.3%-$240.6K |
| Box Hill Private Wealth LLC | $1.8M | 17,945 | 1.29% | 3q | +27.9%+$387.7K |
| Wedmont Private Capital | $1.4M | 14,713 | 0.03% | 17q | HELD |
| Williams & Novak Wealth Management, LLC | $1.4M | 14,520 | 0.85% | 12q | +0.8%+$10.9K |
| STEPH & CO | $1.4M | 14,509 | 0.37% | 7q | +3.2%+$44.2K |
| Breakwater Capital Group | $1.3M | 12,748 | 0.15% | 16q | HELD |
| Heartwood Wealth Advisors LLC | $716.1K | 7,228 | 0.06% | 23q | HELD |
| Asempa Wealth Advisors | $712.8K | 7,175 | 0.54% | 4q | HELD |
| MassMutual Private Wealth & Trust, FSB | $595.1K | 6,006 | 0.02% | 21q | +1.9%+$11.2K |
| Apeiron RIA LLC | $550.2K | 5,539 | 0.13% | 12q | -10.2%-$62.8K |
| Miller Global Investments, LLC | $546.0K | 5,511 | 0.44% | 4q | HELD |
| Capital Advisors Wealth Management, LLC | $467.4K | 4,717 | 0.05% | 4q | +28.2%+$102.7K |
| Retirement Wealth Solutions LLC | $409.9K | 4,137 | 0.22% | 8q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $399.0K | 4,027 | 0.02% | 6q | -0.6%-$2.6K |
| LWM ADVISORS INC | $311.2K | 3,141 | 0.23% | 7q | HELD |
| Factor Wealth Management LTD | $277.9K | 2,805 | 0.04% | 6q | HELD |
| Galvin, Gaustad & Stein, LLC | $255.4K | 2,578 | 0.02% | 3q | -0.5%-$1.4K |
| Cambridge Financial Group, LLC | $209.6K | 2,049 | 0.07% | 2q | HELD |
| Emprise Bank | $207.3K | 2,092 | 0.08% | 2q | HELD |
| Bank of New Hampshire | $203.6K | 2,055 | 0.04% | 19q | HELD |
| Central Pacific Bank - Trust Division | $171.5K | 1,731 | 0.02% | 2q | HELD |
| Acropolis Investment Management, LLC | $163.8K | 1,654 | 0.01% | 3q | -49.6%-$161.1K |
| Ayalon Insurance Comp Ltd. | $69.4K | 700,439 | 5.76% | 13q | +29.9%+$16.0K |
| Rosenberg Matthew Hamilton | $68.0K | 686 | 0.01% | 10q | -1.7%-$1.2K |
| Grove Bank & Trust | $42.6K | 430 | 0.00% | 13q | HELD |
| Trust Co | $36.7K | 370 | 0.00% | 9q | HELD |
| GoalVest Advisory LLC | $24.4K | 246 | 0.00% | new | NEW |
| PROFESSIONAL ADVISORY SERVICES INC | $20.3K | 205,255 | 2.43% | 19q | -25.5%-$7.0K |
| GK Wealth Management LLC | $19.4K | 196 | 0.01% | new | NEW |
| Bangor Savings Bank | $13.1K | 132 | 0.00% | 16q | -45.0%-$10.7K |
| GAMMA Investing LLC | $12.7K | 128 | 0.00% | 10q | HELD |
| TOMPKINS FINANCIAL CORP | $11.1K | 112 | 0.00% | 8q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $7.3K | 74 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $6.7K | 68 | 0.00% | 4q | HELD |
| Gladwyn Financial Advisors, Inc. | $3.8K | 38 | 0.00% | 6q | 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 | 47 | $361.4M | 3,647,136 | 3 | 11 | 11 | 0.0% |
| Q2 2026 | 1,021 | $21.9B | 197,574,802 | 132 | 323 | 361 | 0.0% |
| Q1 2026 | 928 | $14.5B | 183,639,290 | 113 | 328 | 288 | 0.0% |
| Q4 2025 | 873 | $10.3B | 140,703,992 | 81 | 270 | 291 | 0.0% |
| Q3 2025 | 792 | $9.6B | 141,736,946 | 50 | 241 | 325 | 0.0% |
| Q2 2025 | 834 | $10.2B | 161,392,226 | 94 | 216 | 396 | 0.0% |
| Q1 2025 | 870 | $12.4B | 225,082,131 | 62 | 266 | 394 | 0.0% |
| Q4 2024 | 914 | $30.2B | 544,677,938 | 61 | 460 | 194 | 0.0% |
| Q3 2024 | 857 | $15.4B | 251,564,619 | 91 | 470 | 153 | 0.0% |
| Q2 2024 | 824 | $13.0B | 220,807,206 | 108 | 447 | 140 | 0.0% |
| Q1 2024 | 759 | $12.6B | 219,461,306 | 140 | 415 | 97 | 0.0% |
| Q4 2023 | 657 | $8.3B | 150,535,175 | 201 | 251 | 95 | 0.0% |
| Q3 2023 | 454 | $4.6B | 92,053,202 | 83 | 196 | 82 | 0.0% |
| Q2 2023 | 394 | $3.8B | 72,725,691 | 60 | 174 | 77 | 0.0% |
| Q1 2023 | 351 | $2.7B | 54,294,015 | 69 | 150 | 65 | 0.1% |
| Q4 2022 | 317 | $2.3B | 48,443,460 | 66 | 116 | 78 | 0.0% |
| Q3 2022 | 277 | $1.7B | 38,030,580 | 34 | 91 | 90 | 0.0% |
| Q2 2022 | 287 | $1.9B | 40,602,582 | 42 | 115 | 76 | 0.0% |
| Q1 2022 | 282 | $2.0B | 35,258,798 | 62 | 114 | 56 | 0.0% |
| Q4 2021 | 240 | $1.7B | 27,397,447 | 71 | 86 | 29 | 0.0% |
| Q3 2021 | 164 | $1.1B | 18,948,350 | 61 | 59 | 15 | 0.0% |
| Q2 2021 | 120 | $448.0M | 7,182,955 | 35 | 43 | 12 | 0.0% |
| Q1 2021 | 95 | $291.2M | 4,870,222 | 47 | 26 | 5 | 0.0% |
| Q4 2020 | 50 | $61.4M | 1,078,375 | 19 | 16 | 4 | 0.0% |
| Q3 2020 | 30 | $28.0M | 604,765 | 9 | 11 | 3 | 0.0% |
| Q2 2020 | 28 | $19.2M | 446,287 | 16 | 5 | 2 | 0.0% |
| Q1 2020 | 13 | $3.2M | 89,294 | 6 | 5 | 0 | 0.0% |
| Q4 2019 | 13 | $8.8M | 171,322 | 4 | 1 | 4 | 0.0% |
| Q3 2019 | 7 | $9.6M | 201,595 | 2 | 2 | 2 | 0.0% |
| Q2 2019 | 6 | $10.8M | 215,566 | 2 | 1 | 1 | 0.0% |
| Q1 2019 | 6 | $3.4M | 69,207 | 3 | 1 | 1 | 0.0% |
| Q4 2018 | 5 | $2.0M | 44,119 | 0 | 0 | 0 | 0.0% |