ISHARES INC (PICK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
244
Reporting holders
$1.2B
Reported value
0.8%
Held as options
+34
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 |
|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | $210.5M | 3,636,013 | 0.15% | 3q | +10288.6%+$208.4M |
| Fisher Asset Management, LLC | $170.9M | 2,938,489 | 0.05% | 31q | -3.0%-$5.4M |
| BANK OF AMERICA CORP /DE/ | $103.7M | 1,783,301 | 0.01% | 31q | +67.8%+$41.9M |
| New Harbor Financial Group, LLC | $34.1M | 586,820 | 5.39% | 3q | +3.9%+$1.3M |
| Greenline Partners, LLC | $29.5M | 506,542 | 3.00% | 26q | HELD |
| Woodline Partners LP | $28.5M | 490,937 | 0.09% | 2q | -23.1%-$8.6M |
| MORGAN STANLEY | $27.5M | 473,523 | 0.00% | 35q | +46.2%+$8.7M |
| STIFEL FINANCIAL CORP | $25.9M | 444,722 | 0.02% | 31q | -5.0%-$1.3M |
| UBS Group AG | $25.8M | 443,180 | 0.00% | 31q | +140.2%+$15.0M |
| Proficio Capital Partners LLC | $24.4M | 418,765 | 0.87% | 3q | +62.9%+$9.4M |
| JANE STREET GROUP, LLC | $22.0M | 374,357 | 0.00% | 22q | -6.8%-$1.6M |
| Bank Julius Baer & Co. Ltd, Zurich | $21.2M | 364,653 | 0.05% | 2q | -1.5%-$323.6K |
| BENJAMIN EDWARDS INC | $20.9M | 359,876 | 0.19% | 2q | -3.6%-$779.1K |
| Quadrature Capital Ltd | $19.0M | 326,845 | 0.16% | new | NEW |
| LPL Financial LLC | $18.9M | 324,340 | 0.00% | 31q | +23.7%+$3.6M |
| Kestra Advisory Services, LLC | $17.4M | 299,868 | 0.06% | 3q | +3.8%+$634.9K |
| D. E. Shaw & Co., Inc. | $17.0M | 293,118 | 0.01% | 2q | +2267.7%+$16.3M |
| Bluespring Wealth Management, LLC | $14.4M | 246,919 | 0.28% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14.0M | 129,818 | 0.00% | 27q | +23.2%+$2.6M |
| RAYMOND JAMES FINANCIAL INC | $13.7M | 235,639 | 0.00% | 7q | -15.0%-$2.4M |
| GOLDMAN SACHS GROUP INC | $13.0M | 223,530 | 0.00% | 22q | -2.9%-$383.8K |
| AMERIPRISE FINANCIAL INC | $11.3M | 194,189 | 0.00% | 31q | -12.4%-$1.6M |
| Talisman Wealth Advisors LLC | $11.2M | 146,346 | 8.30% | new | NEW |
| GTS SECURITIES LLC | $10.9M | 187,698 | 0.23% | 2q | +225.5%+$7.6M |
| EQUITABLE TRUST CO | $10.6M | 182,823 | 0.44% | new | NEW |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $10.5M | 181,034 | 0.82% | new | NEW |
| Baird Financial Group, Inc. | $9.8M | 168,833 | 0.01% | 6q | +198.4%+$6.5M |
| Ackerman Capital Advisors, LLC | $9.6M | 164,244 | 1.92% | 3q | -9.2%-$964.0K |
| Rockefeller Capital Management L.P. | $9.1M | 157,101 | 0.01% | 26q | +27.6%+$2.0M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $8.9M | 152,199 | 0.14% | 2q | +5.7%+$478.4K |
| OLD MISSION CAPITAL LLC | $8.7M | 150,347 | 0.14% | 2q | +7.6%+$614.5K |
| ROYAL BANK OF CANADA | $8.0M | 136,900 | 0.00% | 31q | +0.8%+$62.4K |
| ENVESTNET ASSET MANAGEMENT INC | $8.0M | 136,889 | 0.00% | 27q | -0.9%-$75.9K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $7.9M | 136,050 | 0.10% | 2q | HELD |
| Almanack Investment Partners, LLC. | $7.8M | 134,970 | 1.00% | 6q | -44.8%-$6.4M |
| WELLS FARGO & COMPANY/MN | $7.5M | 128,362 | 0.00% | 31q | -30.1%-$3.2M |
| THEORY FINANCIAL LLC | $7.4M | 127,586 | 2.34% | 3q | +25.0%+$1.5M |
| HighTower Advisors, LLC | $7.3M | 124,984 | 0.01% | 25q | +34.6%+$1.9M |
| Retirement Management Systems Inc. | $7.2M | 123,859 | 1.47% | 2q | +6.1%+$416.6K |
| First Trust Bank, Ltd. | $7.1M | 122,546 | 14.30% | 3q | +13.9%+$869.0K |
| Trilogy Capital Inc. | $6.9M | 118,144 | 0.27% | 2q | +12.4%+$759.3K |
| JPMORGAN CHASE & CO | $6.2M | 106,799 | 0.00% | 17q | -43.4%-$4.7M |
| Corient Private Wealth LP | $5.5M | 94,278 | 0.00% | 11q | +105.8%+$2.8M |
| Barry Investment Advisors, LLC | $5.4M | 92,743 | 1.13% | 9q | -2.4%-$134.1K |
| Tepp RIA, LLC | $5.2M | 90,275 | 3.56% | 2q | +52.7%+$1.8M |
| BlueCrest Capital Management Ltd | $5.2M | 90,000 | 0.17% | 2q | HELD |
| ALLIANCEBERNSTEIN L.P. | $5.1M | 89,700 | 0.00% | new | NEW |
| Wealthfront Advisers LLC | $5.0M | 86,342 | 0.01% | 19q | +7.7%+$361.0K |
| Cetera Investment Advisers | $4.9M | 84,797 | 0.00% | 10q | +5.0%+$233.8K |
| CoreCap Advisors, LLC | $4.7M | 81,242 | 0.14% | 14q | +36.3%+$1.3M |
| Refined Wealth Management | $4.6M | 79,141 | 2.78% | 2q | +1.9%+$84.8K |
| OSAIC HOLDINGS, INC. | $4.4M | 75,026 | 0.01% | 26q | +41.0%+$1.3M |
| Sanctuary Advisors, LLC | $4.2M | 71,785 | 0.02% | 2q | +11.8%+$442.1K |
| Allied Investment Advisors, LLC | $4.1M | 70,114 | 0.51% | 3q | HELD |
| TLS Advisors LLC | $4.0M | 68,615 | 11.73% | 6q | -32.1%-$1.9M |
| Pinnacle Financial Partners, Inc. | $3.9M | 66,524 | 0.03% | 3q | HELD |
| Qube Research & Technologies Ltd | $3.6M | 61,656 | 0.00% | new | NEW |
| Consolidated Investment Group LLC | $3.2M | 54,600 | 0.28% | 2q | HELD |
| Clear Harbor Asset Management, LLC | $3.0M | 51,110 | 0.18% | 22q | -0.6%-$18.5K |
| Concurrent Investment Advisors, LLC | $2.9M | 50,333 | 0.02% | new | NEW |
| CITADEL ADVISORS LLC | $2.8M | options only | 0.00% | 22q | OPTIONS |
| Mesirow Financial Investment Management, Inc. | $2.4M | 40,537 | 0.04% | 11q | HELD |
| Vontobel Holding Ltd. | $2.1M | 36,800 | 0.01% | 23q | -12.0%-$290.8K |
| JONES FINANCIAL COMPANIES LLLP | $2.1M | 36,662 | 0.00% | 9q | +21.2%+$371.0K |
| WMS Group LLC | $2.1M | 36,053 | 2.70% | 2q | -1.3%-$26.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 33,620 | 0.00% | 31q | +6.2%+$113.6K |
| Federation des caisses Desjardins du Quebec | $1.9M | 32,564 | 0.01% | 23q | +3022.1%+$1.8M |
| MML INVESTORS SERVICES, LLC | $1.8M | 31,619 | 0.00% | 21q | +159.6%+$1.1M |
| RFG Advisory, LLC | $1.8M | 30,763 | 0.03% | new | NEW |
| CIBC WORLD MARKET INC. | $1.7M | 29,658 | 0.00% | 19q | -7.4%-$138.3K |
| FIDELIS CAPITAL PARTNERS, LLC | $1.7M | 28,381 | 0.10% | 2q | +34.2%+$420.5K |
| SCOTIA CAPITAL INC. | $1.6M | 27,900 | 0.01% | 18q | HELD |
| Savvy Advisors, Inc. | $1.5M | 26,127 | 0.03% | 9q | +1.6%+$24.4K |
| Vermillion Wealth Management, Inc. | $1.4M | 24,712 | 0.34% | 7q | +12.6%+$161.1K |
| Arax Advisory Partners | $1.4M | 24,382 | 0.01% | 4q | +4293.2%+$1.4M |
| Comprehensive Money Management Services LLC | $1.4M | 24,203 | 0.89% | 7q | +1.6%+$22.7K |
| TRUIST FINANCIAL CORP | $1.4M | 24,059 | 0.00% | 12q | +3.4%+$46.2K |
| Private Advisor Group, LLC | $1.4M | 23,990 | 0.01% | 3q | +340.7%+$1.1M |
| BARCLAYS PLC | $1.3M | 22,730 | 0.00% | 2q | HELD |
| Mariner, LLC | $1.3M | 21,711 | 0.00% | 4q | -45.6%-$1.1M |
| Creative Planning | $1.2M | 20,814 | 0.00% | 24q | +0.5%+$6.4K |
| WT Wealth Management | $1.2M | 19,998 | 0.32% | new | NEW |
| WESPAC Advisors SoCal, LLC | $1.1M | 19,738 | 0.20% | 2q | HELD |
| Evelyn Partners Group Ltd | $1.1M | 19,623 | 0.00% | new | FIRST |
| BANK OF MONTREAL /CAN/ | $1.1M | 19,413 | 0.00% | 22q | +6.8%+$71.5K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $1.1M | 19,366 | 0.47% | 2q | +3303.5%+$1.1M |
| Beacon Pointe Advisors, LLC | $1.1M | 19,179 | 0.01% | 3q | -7.2%-$86.2K |
| NORTHERN TRUST CORP | $1.1M | 18,244 | 0.00% | 7q | +5.5%+$55.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.0M | 18,034 | 0.00% | 2q | +14682.0%+$1.0M |
| Miller Global Investments, LLC | $1.0M | 17,936 | 0.86% | 3q | -3.1%-$33.3K |
| Compound Planning, Inc. | $1.0M | 17,311 | 0.03% | 4q | +2.2%+$21.3K |
| Elwood & Goetz Wealth Advisory Group, LLC | $983.5K | 16,914 | 0.15% | 26q | +29.4%+$223.4K |
| Advisor Resource Council | $966.6K | 16,497 | 0.27% | 3q | +25.9%+$198.8K |
| Synergy Asset Management, LLC | $953.3K | 16,394 | 0.09% | 5q | +25.8%+$195.7K |
| NOMURA ASSET MANAGEMENT CO LTD | $902.7K | 15,523 | 0.00% | 6q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $895.5K | 15,400 | 0.00% | 2q | -42.3%-$657.1K |
| Pathstone Holdings, LLC | $890.0K | 15,305 | 0.00% | 11q | +24.5%+$175.0K |
| Brookstone Capital Management | $881.6K | 15,160 | 0.01% | 2q | +34.7%+$227.2K |
| Ewing Morris & Co. Investment Partners Ltd. | $847.1K | 14,568 | 0.44% | new | NEW |
| BFI Infinity Ltd. | $828.6K | 14,250 | 0.25% | 7q | -50.0%-$828.6K |
Showing the largest 100 of 258 reported holders.
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 | 244 | $1.2B | 20,852,416 | 58 | 87 | 45 | 0.8% |
| Q1 2026 | 210 | $810.3M | 14,233,652 | 59 | 74 | 36 | 0.6% |
| Q4 2025 | 176 | $532.7M | 10,294,326 | 45 | 50 | 36 | 0.7% |
| Q3 2025 | 141 | $356.9M | 7,853,213 | 26 | 30 | 38 | 2.1% |
| Q2 2025 | 135 | $316.7M | 8,351,804 | 16 | 40 | 43 | 0.8% |
| Q1 2025 | 137 | $293.9M | 8,127,114 | 16 | 27 | 42 | 0.7% |
| Q4 2024 | 141 | $349.9M | 9,906,771 | 14 | 40 | 35 | 0.9% |
| Q3 2024 | 145 | $446.7M | 10,306,749 | 16 | 35 | 54 | 0.3% |
| Q2 2024 | 153 | $672.6M | 16,391,049 | 23 | 39 | 45 | 0.5% |
| Q1 2024 | 154 | $539.5M | 12,881,258 | 19 | 46 | 48 | 0.4% |
| Q4 2023 | 155 | $555.1M | 12,705,523 | 25 | 39 | 56 | 0.4% |
| Q3 2023 | 144 | $785.7M | 19,660,458 | 25 | 44 | 38 | 0.5% |
| Q2 2023 | 138 | $670.5M | 16,413,924 | 16 | 49 | 42 | 0.9% |
| Q1 2023 | 140 | $626.3M | 14,523,914 | 20 | 48 | 39 | 0.9% |
| Q4 2022 | 136 | $257.9M | 6,022,945 | 36 | 35 | 34 | 3.9% |
| Q3 2022 | 138 | $568.8M | 16,613,378 | 14 | 52 | 28 | 0.4% |
| Q2 2022 | 149 | $548.2M | 15,233,361 | 25 | 56 | 40 | 0.8% |
| Q1 2022 | 164 | $816.7M | 15,866,378 | 58 | 54 | 21 | 0.6% |
| Q4 2021 | 117 | $454.7M | 10,434,998 | 16 | 38 | 34 | 2.1% |
| Q3 2021 | 117 | $445.6M | 10,801,634 | 11 | 46 | 29 | 1.1% |
| Q2 2021 | 128 | $543.4M | 11,655,313 | 33 | 57 | 16 | 3.1% |
| Q1 2021 | 107 | $390.6M | 9,108,701 | 50 | 28 | 13 | 1.8% |
| Q4 2020 | 65 | $187.7M | 5,030,578 | 10 | 22 | 14 | 1.1% |
| Q3 2020 | 60 | $97.1M | 3,610,296 | 16 | 17 | 6 | 0.4% |
| Q2 2020 | 46 | $59.1M | 2,393,347 | 7 | 14 | 13 | 0.7% |
| Q1 2020 | 44 | $50.9M | 2,626,377 | 7 | 12 | 10 | 0.4% |
| Q4 2019 | 53 | $76.8M | 2,584,545 | 12 | 20 | 11 | 0.0% |
| Q3 2019 | 49 | $53.2M | 2,008,750 | 5 | 12 | 15 | 0.0% |
| Q2 2019 | 51 | $73.7M | 2,433,032 | 6 | 14 | 16 | 0.0% |
| Q1 2019 | 57 | $69.9M | 2,250,655 | 12 | 14 | 17 | 0.0% |
| Q4 2018 | 52 | $83.1M | 3,072,280 | 1 | 3 | 2 | 0.0% |