ISHARES TR (INDA)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
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 |
|---|---|---|---|---|---|
| Nipun Capital, L.P. | $71.3M | 1,526,555 | 32.44% | 12q | -8.2%-$6.4M |
| Avidian Wealth Enterprises, LLC | $6.0M | 127,510 | 0.17% | 11q | -1.6%-$98.7K |
| Seven Bridges Advisors LLC | $4.1M | 88,298 | 1.86% | 2q | HELD |
| Coastline Trust Co | $1.6M | 34,998 | 0.15% | 13q | -7.3%-$128.4K |
| Financial Enhancement Group LLC | $830.2K | 18,005 | 0.10% | 27q | -13.9%-$134.4K |
| Boltwood Capital Management | $828.6K | 17,750 | 0.19% | 13q | -3.8%-$32.7K |
| Heartwood Wealth Advisors LLC | $818.8K | 17,541 | 0.06% | 13q | +4.2%+$32.7K |
| MassMutual Private Wealth & Trust, FSB | $521.0K | 11,161 | 0.01% | 10q | -4.5%-$24.6K |
| Silverleafe Capital Partners, LLC | $445.7K | 9,547 | 0.13% | 4q | +0.7%+$2.9K |
| Farther Finance Advisors, LLC | $356.2K | 7,631 | 0.00% | 11q | -20.5%-$92.0K |
| Eastover Investment Advisors LLC | $299.2K | 6,409 | 0.12% | 14q | HELD |
| Prosperity Planning, Inc. | $273.5K | 5,858 | 0.06% | 24q | HELD |
| Valeo Financial Advisors, LLC | $212.2K | 4,546 | 0.00% | 3q | HELD |
| GK Wealth Management LLC | $16.3K | 350 | 0.01% | new | NEW |
| CoreCap Advisors, LLC | $8.0K | 171 | 0.00% | 11q | +50.0%+$2.7K |
| Go Invest LLC | $2.4K | 51 | 0.00% | 4q | HELD |
| Miller Global Investments, LLC | $187 | 4 | 0.00% | 2q | HELD |
| Investors Research Corp | $47 | 1 | 0.00% | new | NEW |
| Central Pacific Bank - Trust Division | $47 | 1 | 0.00% | 11q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-05 | 13G/A | BlackRock, Inc. | 5.9% |
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 | 19 | $87.6M | 1,876,387 | 2 | 3 | 7 | 0.0% |
| Q2 2026 | 546 | $7.4B | 142,316,132 | 53 | 142 | 206 | 4.9% |
| Q1 2026 | 572 | $7.9B | 145,638,770 | 63 | 164 | 214 | 13.8% |
| Q4 2025 | 614 | $8.9B | 156,090,117 | 67 | 190 | 185 | 5.1% |
| Q3 2025 | 597 | $8.5B | 155,910,810 | 51 | 185 | 195 | 4.6% |
| Q2 2025 | 650 | $9.4B | 163,769,246 | 121 | 210 | 157 | 3.3% |
| Q1 2025 | 588 | $9.0B | 163,259,201 | 71 | 158 | 221 | 6.6% |
| Q4 2024 | 618 | $9.2B | 172,907,432 | 67 | 188 | 202 | 0.9% |
| Q3 2024 | 639 | $10.0B | 165,534,230 | 70 | 249 | 163 | 4.7% |
| Q2 2024 | 614 | $9.8B | 168,379,308 | 104 | 255 | 138 | 4.6% |
| Q1 2024 | 562 | $9.5B | 173,595,162 | 132 | 207 | 117 | 5.5% |
| Q4 2023 | 475 | $7.4B | 143,975,107 | 81 | 159 | 101 | 4.7% |
| Q3 2023 | 427 | $5.6B | 125,291,454 | 87 | 146 | 79 | 1.6% |
| Q2 2023 | 368 | $4.4B | 101,434,201 | 76 | 96 | 81 | 0.4% |
| Q1 2023 | 322 | $3.8B | 94,874,469 | 56 | 85 | 87 | 1.0% |
| Q4 2022 | 330 | $4.1B | 95,988,825 | 49 | 103 | 80 | 1.1% |
| Q3 2022 | 316 | $4.4B | 106,628,633 | 48 | 90 | 86 | 0.8% |
| Q2 2022 | 298 | $4.1B | 103,907,474 | 27 | 77 | 99 | 1.3% |
| Q1 2022 | 299 | $5.0B | 110,634,263 | 24 | 92 | 87 | 1.5% |
| Q4 2021 | 337 | $5.5B | 112,188,001 | 38 | 124 | 76 | 6.0% |
| Q3 2021 | 325 | $5.6B | 111,622,088 | 57 | 93 | 80 | 3.1% |
| Q2 2021 | 294 | $4.8B | 107,533,418 | 24 | 89 | 93 | 1.6% |
| Q1 2021 | 333 | $5.2B | 120,743,221 | 74 | 99 | 72 | 1.4% |
| Q4 2020 | 283 | $4.9B | 118,776,822 | 42 | 74 | 78 | 2.1% |
| Q3 2020 | 260 | $4.0B | 117,001,724 | 29 | 45 | 100 | 0.9% |
| Q2 2020 | 256 | $3.7B | 125,568,266 | 34 | 60 | 95 | 2.5% |
| Q1 2020 | 275 | $3.6B | 141,189,100 | 40 | 74 | 94 | 6.1% |
| Q4 2019 | 323 | $5.8B | 163,386,311 | 47 | 88 | 80 | 1.2% |
| Q3 2019 | 299 | $5.2B | 151,847,497 | 35 | 83 | 90 | 1.5% |
| Q2 2019 | 310 | $5.3B | 146,572,948 | 37 | 100 | 94 | 1.6% |
| Q1 2019 | 325 | $5.1B | 137,390,462 | 56 | 74 | 96 | 5.4% |
| Q4 2018 | 288 | $4.5B | 132,769,196 | 6 | 8 | 6 | 2.4% |