ISHARES INC (POWR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
90
Reporting holders
$151.5M
Reported value
0.3%
Held as options
+32
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 |
|---|---|---|---|---|---|
| Parcion Private Wealth LLC | $42.2M | 1,508,705 | 2.34% | new | NEW |
| LPL Financial LLC | $23.9M | 855,929 | 0.01% | 31q | +88.0%+$11.2M |
| FFG Partners, LLC | $11.1M | 398,150 | 3.16% | new | NEW |
| PALLADIEM, LLC | $5.4M | 193,772 | 5.26% | new | NEW |
| MORGAN STANLEY | $5.1M | 181,007 | 0.00% | 35q | +108.2%+$2.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.9M | 175,163 | 0.01% | 3q | +459.6%+$4.0M |
| Focus Financial Network, Inc. | $3.7M | 132,684 | 0.11% | new | NEW |
| Steward Partners Investment Advisory, LLC | $3.2M | 114,855 | 0.02% | 22q | +8.7%+$258.2K |
| RAYMOND JAMES FINANCIAL INC | $2.7M | 98,133 | 0.00% | 7q | +143.5%+$1.6M |
| StoneX Group Inc. | $2.6M | 92,360 | 0.10% | 2q | +16.7%+$369.1K |
| JONES FINANCIAL COMPANIES LLLP | $2.4M | 86,330 | 0.00% | 8q | +113.1%+$1.3M |
| ROYAL BANK OF CANADA | $2.1M | 76,807 | 0.00% | 31q | +147.1%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 72,026 | 0.00% | 26q | +110.3%+$1.1M |
| ARS Investment Partners, LLC | $2.0M | 70,801 | 0.09% | 2q | +0.9%+$17.8K |
| BANK OF AMERICA CORP /DE/ | $1.9M | 67,499 | 0.00% | 31q | +293.1%+$1.4M |
| MML INVESTORS SERVICES, LLC | $1.9M | 66,806 | 0.00% | new | NEW |
| Cetera Investment Advisers | $1.8M | 63,621 | 0.00% | 10q | +67.6%+$717.6K |
| Wealthfront Advisers LLC | $1.7M | 59,637 | 0.00% | 18q | +34.4%+$426.8K |
| Lionsbridge Wealth Management LLC | $1.6M | 57,096 | 1.57% | new | NEW |
| Mezzasalma Advisors, LLC | $1.6M | 55,795 | 0.31% | new | NEW |
| RATIONAL ADVISORS, INC. | $1.5M | 53,132 | 0.14% | 2q | HELD |
| Advisory Services Network, LLC | $1.4M | 51,783 | 0.02% | 2q | +6.7%+$90.5K |
| HERITAGE OAK WEALTH ADVISORS LLC | $1.4M | 48,621 | 0.40% | new | NEW |
| Fisher Asset Management, LLC | $1.3M | 46,585 | 0.00% | 26q | -2.7%-$36.3K |
| Bright Futures Wealth Management, LLC. | $1.3M | 45,324 | 0.82% | 3q | -15.3%-$229.3K |
| Thompson David Blair | $1.2M | 44,590 | 0.62% | 2q | +40.0%+$356.4K |
| Private Advisor Group, LLC | $1.2M | 42,730 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $1.1M | 40,430 | 0.00% | new | NEW |
| Planned Solutions, Inc. | $1.1M | 38,044 | 0.30% | 23q | HELD |
| James J. Burns & Company, LLC | $1.0M | 36,511 | 0.11% | new | NEW |
| MGO ONE SEVEN LLC | $1.0M | 35,906 | 0.02% | new | NEW |
| Arrowroot Family Office, LLC | $962.7K | 34,431 | 0.28% | 2q | -12.2%-$133.5K |
| Pathstone Holdings, LLC | $921.3K | 32,950 | 0.00% | 2q | HELD |
| Teamwork Financial Advisors, LLC | $875.3K | 31,304 | 0.08% | 2q | -2.2%-$19.6K |
| OSAIC HOLDINGS, INC. | $787.7K | 28,172 | 0.00% | 26q | +82.9%+$357.1K |
| Arax Advisory Partners | $754.6K | 26,988 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $745.1K | 26,649 | 0.00% | 15q | -24.2%-$238.2K |
| Creekside Partners | $699.0K | 25,000 | 0.25% | 9q | HELD |
| JANE STREET GROUP, LLC | $683.9K | 24,461 | 0.00% | new | NEW |
| Clear Creek Financial Management, LLC | $646.1K | 23,108 | 0.04% | new | NEW |
| Geneos Wealth Management Inc. | $638.2K | 22,825 | 0.01% | new | NEW |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $608.8K | 21,775 | 0.08% | new | NEW |
| M Wealth Management, LLC | $539.9K | 19,309 | 0.42% | 2q | HELD |
| Strategic Blueprint, LLC | $451.3K | 16,143 | 0.02% | 2q | +75.8%+$194.7K |
| Summit Wealth Partners, LLC | $429.2K | 15,351 | 0.06% | new | NEW |
| KINGSWOOD WEALTH ADVISORS, LLC | $408.2K | 14,600 | 0.02% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $401.6K | 14,362 | 0.00% | new | NEW |
| SILVERLAKE WEALTH MANAGEMENT LLC | $399.4K | 14,285 | 0.08% | 2q | +26.0%+$82.5K |
| CITADEL ADVISORS LLC | $383.1K | options only | 0.00% | new | OPTIONS |
| Equitable Holdings, Inc. | $302.7K | 10,826 | 0.00% | new | NEW |
| Guardian Asset Advisors, LLC | $292.3K | 10,455 | 0.13% | 11q | -27.3%-$110.0K |
| OpenArc Corporate Advisory, LLC | $278.1K | 9,945 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL GROUP, LLC | $236.9K | 8,472 | 0.03% | new | NEW |
| D.A. DAVIDSON & CO. | $234.9K | 8,402 | 0.00% | 16q | -3.0%-$7.2K |
| AE Wealth Management LLC | $218.9K | 7,830 | 0.00% | 2q | -97.6%-$9.0M |
| Harbor Asset Planning, Inc. | $209.9K | 7,506 | 0.16% | 5q | HELD |
| Tidemark, LLC | $145.2K | 5,194 | 0.03% | 9q | +3.1%+$4.4K |
| Integrated Wealth Concepts LLC | $139.9K | 5,002 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $112.7K | 4,029 | 0.00% | new | NEW |
| LRI Investments, LLC | $108.6K | 3,883 | 0.01% | 6q | HELD |
| Treasurer of the State of North Carolina | $104.2K | 3,725,393 | 0.27% | new | NEW |
| UBS Group AG | $104.1K | 3,722 | 0.00% | 6q | +520.3%+$87.3K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $96.5K | 3,450 | 0.00% | 3q | HELD |
| Elequin Capital, LP | $72.7K | 2,599 | 0.00% | new | NEW |
| Kilter Group LLC | $53.1K | 1,899 | 0.02% | 5q | HELD |
| BANK OF MONTREAL /CAN/ | $37.5K | 1,340 | 0.00% | 2q | +59.0%+$13.9K |
| Global Retirement Partners, LLC | $28.4K | 1,016 | 0.00% | 16q | +32.8%+$7.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $27.0K | 965 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $26.8K | 960 | 0.00% | 2q | HELD |
| Parallel Advisors, LLC | $24.9K | 892 | 0.00% | new | NEW |
| Caitlin John, LLC | $22.9K | 819 | 0.01% | 4q | HELD |
| Federation des caisses Desjardins du Quebec | $13.4K | 480 | 0.00% | 15q | HELD |
| Strategic Wealth Partners, Ltd. | $13.4K | 478 | 0.00% | 5q | HELD |
| Princeton Global Asset Management LLC | $12.7K | 455 | 0.00% | new | NEW |
| Security National Bank | $12.6K | 450 | 0.00% | 11q | HELD |
| KERR FINANCIAL PLANNING Corp | $11.2K | 402 | 0.01% | new | NEW |
| US BANCORP \DE\ | $11.2K | 400 | 0.00% | 2q | -13.8%-$1.8K |
| Gould Capital, LLC | $11.2K | 400 | 0.01% | new | NEW |
| Leo H. Evart, Inc. | $10.0K | 359 | 0.01% | 2q | HELD |
| SHP Wealth Management | $7.2K | 256 | 0.00% | new | NEW |
| Atlantic Union Bankshares Corp | $6.4K | 230 | 0.00% | 5q | HELD |
| FMR LLC | $6.1K | 219 | 0.00% | 10q | +29.6%+$1.4K |
| NATIONAL BANK OF CANADA /FI/ | $5.6K | 200 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $3.5K | 130 | 0.00% | new | NEW |
| CBIZ Investment Advisory Services, LLC | $2.8K | 108 | 0.00% | 10q | HELD |
| LANARK FINANCIAL, INC. | $2.8K | 100 | 0.00% | 2q | HELD |
| Triumph Capital Management | $2.8K | 100 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.6K | 59,044 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.6K | 59 | 0.00% | 23q | HELD |
| NewEdge Advisors, LLC | $1.6K | 58 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $1.0K | 37 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $740 | 26,484 | 0.03% | 7q | -57.4% |
| Clal Insurance Enterprises Holdings Ltd | $419 | 15,000 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $2 | 0 | 0.00% | 10q | -100.0% |
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 | 90 | $151.5M | 5,406,672 | 37 | 23 | 10 | 0.3% |
| Q1 2026 | 58 | $51.8M | 1,975,635 | 22 | 17 | 6 | 0.0% |
| Q4 2025 | 43 | $21.0M | 891,821 | 5 | 15 | 7 | 0.0% |
| Q3 2025 | 48 | $24.5M | 975,513 | 7 | 8 | 11 | 0.0% |
| Q2 2025 | 46 | $25.0M | 1,053,085 | 7 | 10 | 15 | 0.0% |
| Q1 2025 | 43 | $26.5M | 1,076,231 | 6 | 8 | 14 | 0.0% |
| Q4 2024 | 39 | $24.3M | 1,066,212 | 2 | 10 | 12 | 0.0% |
| Q3 2024 | 41 | $27.9M | 1,125,966 | 7 | 10 | 12 | 0.0% |
| Q2 2024 | 40 | $33.0M | 1,268,858 | 4 | 12 | 8 | 0.0% |
| Q1 2024 | 37 | $37.5M | 1,412,983 | 10 | 6 | 12 | 0.0% |
| Q4 2023 | 29 | $30.3M | 1,258,634 | 2 | 12 | 7 | 0.0% |
| Q3 2023 | 29 | $28.6M | 1,108,057 | 5 | 7 | 10 | 0.0% |
| Q2 2023 | 25 | $24.7M | 1,066,695 | 1 | 9 | 7 | 0.0% |
| Q1 2023 | 30 | $29.1M | 1,247,005 | 1 | 3 | 16 | 0.0% |
| Q4 2022 | 33 | $46.0M | 1,897,095 | 8 | 12 | 7 | 0.0% |
| Q3 2022 | 36 | $33.1M | 1,551,864 | 6 | 5 | 13 | 0.0% |
| Q2 2022 | 34 | $41.9M | 2,267,067 | 3 | 9 | 11 | 0.0% |
| Q1 2022 | 34 | $34.1M | 1,503,058 | 5 | 11 | 10 | 0.0% |
| Q4 2021 | 33 | $33.9M | 1,897,107 | 5 | 10 | 10 | 0.0% |
| Q3 2021 | 29 | $28.1M | 1,599,239 | 1 | 10 | 8 | 0.0% |
| Q2 2021 | 30 | $23.9M | 1,403,262 | 4 | 16 | 3 | 0.0% |
| Q1 2021 | 27 | $18.2M | 1,157,576 | 6 | 8 | 5 | 0.0% |
| Q4 2020 | 25 | $13.3M | 1,019,811 | 5 | 9 | 7 | 0.0% |
| Q3 2020 | 24 | $10.3M | 987,117 | 1 | 10 | 6 | 0.0% |
| Q2 2020 | 26 | $8.4M | 684,060 | 6 | 10 | 6 | 0.0% |
| Q1 2020 | 23 | $7.3M | 702,891 | 6 | 2 | 8 | 0.0% |
| Q4 2019 | 23 | $20.1M | 1,059,170 | 0 | 8 | 8 | 0.0% |
| Q3 2019 | 23 | $21.7M | 1,153,431 | 2 | 8 | 5 | 0.0% |
| Q2 2019 | 21 | $18.0M | 891,137 | 1 | 9 | 6 | 0.0% |
| Q1 2019 | 23 | $18.4M | 879,688 | 4 | 6 | 7 | 0.0% |
| Q4 2018 | 21 | $18.6M | 1,007,811 | 0 | 1 | 1 | 0.0% |