ISHARES INC (HEEM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
53
Reporting holders
$176.8M
Reported value
0.0%
Held as options
+9
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 |
|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $31.2M | 697,766 | 0.11% | 2q | -2.7%-$861.9K |
| WELLS FARGO & COMPANY/MN | $23.2M | 518,557 | 0.00% | 31q | -42.1%-$16.9M |
| MORGAN STANLEY | $18.4M | 410,259 | 0.00% | 35q | +13.6%+$2.2M |
| BANK OF AMERICA CORP /DE/ | $17.4M | 389,928 | 0.00% | 31q | -5.4%-$1.0M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $13.4M | 299,834 | 0.17% | 30q | -0.8%-$103.5K |
| Pictet Asset Management Holding SA | $11.3M | 252,301 | 0.01% | 12q | -5.0%-$590.9K |
| Vertex Planning Partners, LLC | $9.6M | 213,736 | 1.42% | 7q | +15.4%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $6.0M | 135,156 | 0.00% | 31q | +0.5%+$33.1K |
| Friedenthal Financial | $6.0M | 133,965 | 2.77% | 7q | -2.0%-$124.4K |
| Cetera Investment Advisers | $5.3M | 118,228 | 0.00% | 6q | +1.5%+$80.6K |
| TRUIST FINANCIAL CORP | $4.8M | 108,394 | 0.01% | 2q | +2.6%+$123.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | $3.5M | 79,163 | 0.14% | 2q | +1.8%+$64.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 77,723 | 0.00% | 3q | -19.3%-$830.5K |
| LPL Financial LLC | $3.3M | 73,832 | 0.00% | 31q | +9.1%+$274.4K |
| Forefront Analytics, LLC | $2.6M | 58,203 | 2.83% | 31q | -0.6%-$15.1K |
| AMERIPRISE FINANCIAL INC | $1.8M | 40,464 | 0.00% | 6q | -50.6%-$1.9M |
| SCOTIA CAPITAL INC. | $1.8M | 40,224 | 0.01% | new | NEW |
| Savant Capital, LLC | $1.6M | 35,133 | 0.00% | 15q | HELD |
| UBS Group AG | $1.4M | 31,560 | 0.00% | 31q | +17.4%+$208.9K |
| OSAIC HOLDINGS, INC. | $1.4M | 30,230 | 0.00% | 26q | +232.2%+$945.2K |
| Wealth Preservation Advisors, LLC | $1.0M | 22,460 | 0.57% | 6q | +17.2%+$147.5K |
| TIAA TRUST, NATIONAL ASSOCIATION | $771.2K | 17,241 | 0.05% | 12q | -2.4%-$19.3K |
| Wharton Business Group, LLC | $709.6K | 15,865 | 0.02% | 31q | -2.7%-$19.5K |
| RAYMOND JAMES FINANCIAL INC | $682.4K | 15,255 | 0.00% | 7q | +52.8%+$235.7K |
| Global Retirement Partners, LLC | $642.3K | 14,359 | 0.01% | 8q | +7043.8%+$633.3K |
| MML INVESTORS SERVICES, LLC | $547.8K | 12,246 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $514.7K | 11,506 | 0.00% | 31q | +67.2%+$206.9K |
| Advisory Services Network, LLC | $504.8K | 11,286 | 0.01% | 7q | +5.1%+$24.6K |
| Prospera Financial Services Inc | $437.2K | 9,775 | 0.01% | 9q | HELD |
| HighTower Advisors, LLC | $398.7K | 8,914 | 0.00% | 10q | HELD |
| EverSource Wealth Advisors, LLC | $387.8K | 8,669 | 0.01% | new | NEW |
| Cranbrook Wealth Management, LLC | $365.6K | 8,173 | 0.07% | 5q | HELD |
| OLD MISSION CAPITAL LLC | $296.2K | 6,621 | 0.00% | new | NEW |
| Atria Investments, Inc | $293.5K | 6,562 | 0.00% | 5q | -10.8%-$35.6K |
| CITADEL ADVISORS LLC | $211.1K | 4,720 | 0.00% | new | NEW |
| Gladstone Institutional Advisory LLC | $210.2K | 4,699 | 0.01% | new | NEW |
| Invst, LLC | $209.1K | 4,674 | 0.02% | new | NEW |
| ROYAL BANK OF CANADA | $193.0K | 4,314 | 0.00% | 31q | -5.1%-$10.5K |
| FIDUCIARY FINANCIAL ADVISORS | $143.5K | 3,207 | 0.01% | new | NEW |
| BANK OF MONTREAL /CAN/ | $134.2K | 3,000 | 0.00% | 31q | HELD |
| Golden State Wealth Management, LLC | $105.7K | 2,363 | 0.01% | 6q | -20.6%-$27.5K |
| LFA - Lugano Financial Advisors SA | $93.9K | 2,100 | 0.06% | new | NEW |
| Harbor Asset Planning, Inc. | $90.8K | 2,030 | 0.07% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $73.4K | 1,641 | 0.00% | 2q | +198.4%+$48.8K |
| AE Wealth Management LLC | $64.1K | 1,434 | 0.00% | 7q | HELD |
| FMR LLC | $50.1K | 1,121 | 0.00% | 11q | -10.0%-$5.6K |
| Steward Partners Investment Advisory, LLC | $32.0K | 716 | 0.00% | new | NEW |
| Triumph Capital Management | $31.3K | 700 | 0.01% | 3q | HELD |
| Strategic Wealth Partners, Ltd. | $27.5K | 614 | 0.00% | 5q | HELD |
| Whipplewood Advisors, LLC | $16.0K | 358 | 0.01% | 7q | HELD |
| ASSETMARK, INC | $13.6K | 303 | 0.00% | 3q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $9.5K | 212 | 0.00% | 19q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $5.6K | 128 | 0.00% | 6q | HELD |
| PARK AVENUE SECURITIES LLC | $414 | 9,260 | 0.00% | 6q | -31.7% |
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 | 53 | $176.8M | 3,951,922 | 10 | 15 | 15 | 0.0% |
| Q1 2026 | 44 | $157.1M | 4,255,417 | 4 | 10 | 12 | 0.0% |
| Q4 2025 | 46 | $116.6M | 3,355,861 | 7 | 12 | 17 | 0.0% |
| Q3 2025 | 43 | $113.2M | 3,366,314 | 2 | 11 | 15 | 0.0% |
| Q2 2025 | 44 | $98.1M | 3,258,408 | 8 | 12 | 14 | 0.0% |
| Q1 2025 | 37 | $93.3M | 3,321,413 | 6 | 13 | 9 | 0.0% |
| Q4 2024 | 41 | $92.5M | 3,421,505 | 5 | 10 | 10 | 0.0% |
| Q3 2024 | 34 | $93.7M | 3,295,874 | 3 | 13 | 10 | 0.0% |
| Q2 2024 | 33 | $88.9M | 3,280,927 | 4 | 10 | 10 | 0.0% |
| Q1 2024 | 32 | $75.3M | 2,933,860 | 2 | 10 | 13 | 0.0% |
| Q4 2023 | 33 | $61.2M | 2,492,658 | 5 | 11 | 12 | 0.0% |
| Q3 2023 | 30 | $55.3M | 2,338,783 | 5 | 8 | 10 | 0.0% |
| Q2 2023 | 29 | $49.5M | 2,018,038 | 2 | 7 | 11 | 0.0% |
| Q1 2023 | 33 | $47.5M | 1,975,966 | 3 | 9 | 10 | 0.0% |
| Q4 2022 | 31 | $40.9M | 1,782,180 | 3 | 9 | 14 | 0.0% |
| Q3 2022 | 37 | $52.3M | 2,282,305 | 6 | 9 | 12 | 0.0% |
| Q2 2022 | 35 | $66.7M | 2,608,285 | 3 | 4 | 18 | 0.0% |
| Q1 2022 | 38 | $93.8M | 3,408,620 | 5 | 9 | 11 | 0.0% |
| Q4 2021 | 34 | $82.3M | 2,779,738 | 1 | 12 | 12 | 0.0% |
| Q3 2021 | 33 | $76.9M | 2,574,992 | 2 | 11 | 5 | 0.0% |
| Q2 2021 | 34 | $87.6M | 2,651,414 | 3 | 11 | 11 | 0.0% |
| Q1 2021 | 35 | $83.8M | 2,599,926 | 6 | 8 | 14 | 0.0% |
| Q4 2020 | 32 | $77.7M | 2,527,304 | 2 | 14 | 11 | 0.0% |
| Q3 2020 | 35 | $71.2M | 2,627,947 | 2 | 8 | 17 | 0.0% |
| Q2 2020 | 39 | $67.2M | 2,696,066 | 8 | 6 | 14 | 0.0% |
| Q1 2020 | 36 | $64.3M | 3,014,455 | 5 | 7 | 14 | 0.0% |
| Q4 2019 | 37 | $89.9M | 3,394,401 | 2 | 10 | 10 | 0.0% |
| Q3 2019 | 37 | $95.2M | 3,867,317 | 1 | 17 | 10 | 0.0% |
| Q2 2019 | 43 | $112.6M | 4,419,121 | 6 | 16 | 13 | 0.0% |
| Q1 2019 | 43 | $196.6M | 7,713,604 | 5 | 10 | 18 | 0.0% |
| Q4 2018 | 48 | $160.9M | 6,939,670 | 1 | 0 | 3 | 0.0% |