# ISHARES INC (HEEM)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HEEM/

- Reporting holders: 54
- Reported value: $183.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://holderbook.com/funds/882928-tiaa-cref-individual-institutional-services-llc/) | $31.2M | 697,766 | 0.1% | 2 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $23.2M | 518,557 | 0.0% | 31 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $18.4M | 410,259 | 0.0% | 35 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $17.4M | 389,928 | 0.0% | 31 |
| [COLDSTREAM CAPITAL MANAGEMENT INC](https://holderbook.com/funds/1082339-coldstream-capital-management-inc/) | $13.4M | 299,834 | 0.2% | 30 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $12.1M | 270,312 | 0.0% | 31 |
| [Pictet Asset Management Holding SA](https://holderbook.com/funds/1993888-pictet-asset-management-holding-sa/) | $11.3M | 252,301 | 0.0% | 12 |
| [Vertex Planning Partners, LLC](https://holderbook.com/funds/1942341-vertex-planning-partners-llc/) | $9.6M | 213,736 | 1.4% | 7 |
| [Friedenthal Financial](https://holderbook.com/funds/1598611-friedenthal-financial/) | $6.0M | 133,965 | 2.8% | 7 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $5.3M | 118,228 | 0.0% | 6 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $4.8M | 108,394 | 0.0% | 2 |
| [KINGSWOOD WEALTH ADVISORS, LLC](https://holderbook.com/funds/1987855-kingswood-wealth-advisors-llc/) | $3.5M | 79,163 | 0.1% | 2 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $3.5M | 77,723 | 0.0% | 3 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $3.3M | 73,832 | 0.0% | 31 |
| [Forefront Analytics, LLC](https://holderbook.com/funds/1696802-forefront-analytics-llc/) | $2.6M | 58,203 | 2.8% | 31 |
| [AMERIPRISE FINANCIAL INC](https://holderbook.com/funds/820027-ameriprise-financial-inc/) | $1.8M | 40,464 | 0.0% | 6 |
| [SCOTIA CAPITAL INC.](https://holderbook.com/funds/1335644-scotia-capital-inc/) | $1.8M | 40,224 | 0.0% | 1 |
| [Savant Capital, LLC](https://holderbook.com/funds/1482880-savant-capital-llc/) | $1.6M | 35,133 | 0.0% | 15 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $1.4M | 31,560 | 0.0% | 31 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $1.4M | 30,230 | 0.0% | 26 |
| [Wealth Preservation Advisors, LLC](https://holderbook.com/funds/1968434-wealth-preservation-advisors-llc/) | $1.0M | 22,460 | 0.6% | 6 |
| [TIAA TRUST, NATIONAL ASSOCIATION](https://holderbook.com/funds/1997405-tiaa-trust-national-association/) | $771.2K | 17,241 | 0.0% | 12 |
| [Wharton Business Group, LLC](https://holderbook.com/funds/1513126-wharton-business-group-llc/) | $709.6K | 15,865 | 0.0% | 31 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $682.4K | 15,255 | 0.0% | 7 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $642.3K | 14,359 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 54 | $183.4M |
| Q1 2026 | 45 | $157.6M |
| Q4 2025 | 47 | $117.1M |
| Q3 2025 | 45 | $113.8M |
| Q2 2025 | 47 | $100.0M |
| Q1 2025 | 40 | $95.0M |
| Q4 2024 | 44 | $94.5M |
| Q3 2024 | 37 | $96.1M |
| Q2 2024 | 37 | $91.4M |
| Q1 2024 | 37 | $78.1M |
| Q4 2023 | 38 | $64.1M |
| Q3 2023 | 37 | $58.3M |