ISHARES INC (EWM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
73
Reporting holders
$230.5M
Reported value
1.5%
Held as options
+2
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 |
|---|---|---|---|---|---|
| State of Tennessee, Department of Treasury | $40.7M | 1,508,474 | 0.12% | 31q | -20.3%-$10.4M |
| JANE STREET GROUP, LLC | $28.2M | 1,023,730 | 0.00% | 2q | +410.9%+$22.7M |
| USS Investment Management Ltd | $25.8M | 956,978 | 0.09% | 18q | HELD |
| Breakout Capital Partners, LP | $21.2M | 787,278 | 12.95% | 6q | HELD |
| GOLDMAN SACHS GROUP INC | $16.4M | 609,034 | 0.00% | 31q | -4.2%-$714.2K |
| UBS Group AG | $13.0M | 480,595 | 0.00% | 31q | +28.4%+$2.9M |
| Whitcomb & Hess, Inc. | $10.4M | 384,472 | 2.24% | 21q | +4.1%+$405.6K |
| Carrera Capital Advisors | $8.9M | 331,795 | 1.33% | 8q | +3.8%+$331.5K |
| Millburn Ridgefield LLC /DE/ | $6.5M | 239,381 | 0.12% | 31q | +10.5%+$611.1K |
| Catalyst Capital Advisors LLC | $6.5M | 239,381 | 0.11% | 31q | +10.5%+$611.1K |
| Korea Investment CORP | $5.1M | 188,143 | 0.01% | 17q | HELD |
| MORGAN STANLEY | $5.0M | 184,561 | 0.00% | 35q | -6.9%-$365.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.5M | 93,646 | 0.00% | 3q | -76.1%-$14.3M |
| CITIGROUP INC | $3.9M | 145,346 | 0.00% | 31q | -35.8%-$2.2M |
| BANK OF MONTREAL /CAN/ | $3.8M | 139,267 | 0.00% | 31q | +14.8%+$482.8K |
| BCWM, LLC | $3.6M | 132,152 | 1.04% | 18q | -1.8%-$64.0K |
| OPPENHEIMER & CO INC | $2.8M | 104,576 | 0.03% | 12q | HELD |
| JPMORGAN CHASE & CO | $1.8M | 67,515 | 0.00% | 31q | -89.8%-$16.1M |
| OLD MISSION CAPITAL LLC | $1.7M | 63,464 | 0.03% | new | NEW |
| BlackRock, Inc. | $1.7M | 62,632 | 0.00% | 8q | +267.8%+$1.2M |
| NATIXIS | $1.4M | 53,458 | 0.01% | 4q | -4.8%-$72.0K |
| Qube Research & Technologies Ltd | $1.4M | 53,378 | 0.00% | 5q | -47.8%-$1.3M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $1.4M | 52,389 | 0.00% | 31q | HELD |
| Trek Financial, LLC | $1.3M | 47,808 | 0.06% | new | NEW |
| BANQUE PICTET & CIE SA | $1.1M | 40,000 | 0.01% | 18q | HELD |
| Mount Lucas Management LP | $1.0M | 37,899 | 0.36% | 5q | +4.9%+$47.5K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $1.0M | 37,840 | 0.01% | 3q | -4.2%-$44.4K |
| STIFEL FINANCIAL CORP | $846.9K | 31,425 | 0.00% | 31q | +19.6%+$138.6K |
| CITADEL ADVISORS LLC | $838.1K | options only | 0.00% | 3q | OPTIONS |
| ZACKS INVESTMENT MANAGEMENT | $809.7K | 30,042 | 0.01% | 14q | -14.9%-$141.9K |
| WELLS FARGO & COMPANY/MN | $790.9K | 29,348 | 0.00% | 31q | -46.3%-$681.8K |
| Sumitomo Mitsui Trust Group, Inc. | $634.5K | 23,543 | 0.00% | 4q | +11.9%+$67.4K |
| Sigma Planning Corp | $518.6K | 19,245 | 0.01% | 4q | +10.9%+$51.0K |
| NATIONAL BANK OF CANADA /FI/ | $509.1K | 18,866 | 0.00% | 7q | +54.9%+$180.5K |
| Knollwood Investment Advisory, LLC | $458.1K | 17,000 | 0.04% | 15q | HELD |
| Ashton Thomas Private Wealth, LLC | $429.9K | 15,953 | 0.01% | 2q | +280.4%+$316.9K |
| SBI Securities Co., Ltd. | $396.4K | 14,707 | 0.01% | 7q | -12.3%-$55.4K |
| Focus Partners Wealth | $369.1K | 13,694 | 0.00% | 3q | -69.6%-$844.7K |
| First Growth Capital LLC | $346.9K | 12,872 | 0.26% | 3q | -0.8%-$2.8K |
| NewEdge Advisors, LLC | $342.5K | 12,710 | 0.00% | 2q | -0.9%-$3.0K |
| Cullen Capital Management, LLC | $311.5K | 11,560 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $295.0K | 10,965 | 0.00% | 31q | -85.6%-$1.7M |
| Steward Partners Investment Advisory, LLC | $262.2K | 9,730 | 0.00% | new | NEW |
| Invesco Ltd. | $234.0K | 8,684 | 0.00% | 3q | -15.8%-$43.8K |
| Vontobel Holding Ltd. | $229.1K | 8,500 | 0.00% | new | NEW |
| USA FINANCIAL FORMULAS | $224.4K | 8,328 | 0.04% | new | FIRST |
| CASTLEKEEP INVESTMENT ADVISORS LLC | $218.2K | 8,096 | 0.11% | 4q | HELD |
| BANK OF AMERICA CORP /DE/ | $212.4K | 7,881 | 0.00% | 31q | -87.7%-$1.5M |
| Equitable Holdings, Inc. | $210.4K | 7,806 | 0.00% | 5q | HELD |
| Mariner, LLC | $204.9K | 7,602 | 0.00% | new | NEW |
| AlphaCentric Advisors LLC | $161.9K | 6,009 | 0.14% | 7q | +5.3%+$8.2K |
| PNC Financial Services Group, Inc. | $161.7K | 6,000 | 0.00% | 24q | HELD |
| SIMPLEX TRADING, LLC | $126.3K | 4,686 | 0.00% | 2q | -71.6%-$317.7K |
| Stelac Advisory Services LLC | $110.5K | 4,100 | 0.02% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $74.8K | 2,774 | 0.00% | 31q | +107.6%+$38.8K |
| Rockefeller Capital Management L.P. | $55.4K | 2,056 | 0.00% | 4q | HELD |
| IFP Advisors, Inc | $44.3K | 1,642 | 0.00% | 5q | HELD |
| Blue Trust, Inc. | $28.0K | 1,038 | 0.00% | 17q | HELD |
| BOCHK Asset Management Ltd | $21.6K | 800 | 0.00% | 4q | HELD |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $14.9K | 554 | 0.00% | new | NEW |
| Pacifica Partners Inc. | $13.5K | 500 | 0.00% | 6q | HELD |
| SUN LIFE FINANCIAL INC | $10.9K | 404,976 | 0.56% | 3q | -0.6% |
| Institute for Wealth Management, LLC. | $9.2K | 341 | 0.00% | new | NEW |
| Cairn Investment Group, Inc. | $7.1K | 263,410 | 3.13% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $6.2K | 229 | 0.00% | 2q | -16.7%-$1.2K |
| FMR LLC | $5.6K | 209 | 0.00% | 9q | -20.8%-$1.5K |
| Larson Financial Group LLC | $3.5K | 131 | 0.00% | 31q | -28.4%-$1.4K |
| FIFTH THIRD BANCORP | $2.7K | 99 | 0.00% | 2q | -1.0% |
| BLUELINE ADVISORS LLC | $2.2K | 84 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $2.0K | 75 | 0.00% | 3q | HELD |
| SG Americas Securities, LLC | $374 | 13,875 | 0.00% | 20q | -41.6% |
| ATLAS CAPITAL ADVISORS INC. | $220 | 8 | 0.00% | 3q | +100.0% |
| NVWM, LLC | $138 | 5 | 0.00% | 2q | +66.7% |
| OSAIC HOLDINGS, INC. | $107 | 4 | 0.00% | 26q | -95.7%-$2.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $86 | 3 | 0.00% | new | NEW |
| Covestor Ltd | $0 | 4 | 0.00% | new | NEW |
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 | 73 | $230.5M | 8,425,100 | 11 | 18 | 25 | 1.5% |
| Q1 2026 | 71 | $263.6M | 9,157,990 | 12 | 28 | 17 | 1.4% |
| Q4 2025 | 77 | $249.0M | 8,943,155 | 18 | 23 | 14 | 0.0% |
| Q3 2025 | 65 | $240.6M | 9,283,281 | 10 | 18 | 15 | 0.0% |
| Q2 2025 | 63 | $194.1M | 7,975,446 | 13 | 17 | 17 | 0.0% |
| Q1 2025 | 65 | $218.4M | 9,457,135 | 11 | 25 | 14 | 0.1% |
| Q4 2024 | 74 | $244.5M | 9,957,381 | 10 | 23 | 29 | 0.1% |
| Q3 2024 | 74 | $259.2M | 9,581,007 | 21 | 10 | 25 | 0.0% |
| Q2 2024 | 62 | $252.9M | 11,260,990 | 12 | 15 | 19 | 0.0% |
| Q1 2024 | 59 | $250.4M | 11,486,863 | 13 | 15 | 14 | 0.0% |
| Q4 2023 | 59 | $216.1M | 10,169,855 | 11 | 14 | 17 | 0.0% |
| Q3 2023 | 56 | $213.2M | 10,338,575 | 15 | 11 | 14 | 0.1% |
| Q2 2023 | 47 | $189.7M | 9,459,326 | 4 | 25 | 5 | 0.0% |
| Q1 2023 | 54 | $201.5M | 9,049,787 | 10 | 15 | 14 | 0.1% |
| Q4 2022 | 49 | $120.2M | 5,202,240 | 11 | 13 | 13 | 0.0% |
| Q3 2022 | 56 | $166.0M | 8,210,469 | 3 | 20 | 13 | 0.0% |
| Q2 2022 | 64 | $188.6M | 8,500,896 | 7 | 20 | 20 | 0.6% |
| Q1 2022 | 73 | $229.0M | 8,880,989 | 29 | 15 | 15 | 0.5% |
| Q4 2021 | 53 | $188.6M | 7,326,205 | 12 | 12 | 20 | 2.4% |
| Q3 2021 | 58 | $191.2M | 7,504,864 | 7 | 23 | 10 | 0.4% |
| Q2 2021 | 66 | $173.7M | 6,733,164 | 8 | 20 | 20 | 0.8% |
| Q1 2021 | 68 | $217.1M | 7,948,239 | 9 | 18 | 23 | 0.8% |
| Q4 2020 | 73 | $294.6M | 10,165,015 | 13 | 18 | 20 | 0.7% |
| Q3 2020 | 71 | $277.8M | 10,500,091 | 10 | 13 | 23 | 1.0% |
| Q2 2020 | 69 | $261.1M | 10,157,831 | 5 | 10 | 29 | 1.3% |
| Q1 2020 | 76 | $240.2M | 10,265,864 | 9 | 16 | 27 | 0.9% |
| Q4 2019 | 85 | $404.8M | 14,135,759 | 19 | 24 | 16 | 0.5% |
| Q3 2019 | 75 | $327.2M | 11,705,422 | 6 | 19 | 19 | 0.4% |
| Q2 2019 | 91 | $340.3M | 11,424,967 | 11 | 20 | 24 | 0.2% |
| Q1 2019 | 99 | $415.9M | 13,892,486 | 17 | 13 | 28 | 0.0% |
| Q4 2018 | 90 | $417.3M | 13,974,804 | 3 | 1 | 1 | 0.3% |