ISHARES INC (URTH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
260
Reporting holders
$3.6B
Reported value
17.7%
Held as options
+10
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 |
|---|---|---|---|---|---|
| UBS Group AG | $642.2M | 169,197 | 0.08% | 31q | -7.0%-$48.0M |
| ROYAL BANK OF CANADA | $441.6M | 2,179,116 | 0.07% | 31q | +1.1%+$4.6M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $275.2M | 1,357,858 | 0.83% | 2q | +16.4%+$38.8M |
| Federation des caisses Desjardins du Quebec | $181.3M | 894,655 | 0.55% | 37q | -44.0%-$142.7M |
| GOLDMAN SACHS GROUP INC | $148.2M | 731,580 | 0.01% | 26q | +23.8%+$28.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | $106.7M | 526,498 | 0.74% | 31q | +29.0%+$24.0M |
| BANK OF AMERICA CORP /DE/ | $105.9M | 522,390 | 0.01% | 31q | -7.1%-$8.1M |
| Banco Santander, S.A. | $104.7M | 516,523 | 0.65% | 19q | +17.3%+$15.5M |
| MORGAN STANLEY | $85.5M | 421,737 | 0.00% | 35q | +15.3%+$11.3M |
| National Philanthropic Trust | $81.7M | 403,374 | 1.18% | 10q | +10.1%+$7.5M |
| Compagnie Lombard Odier SCmA | $68.4M | 337,316 | 0.74% | 23q | +526.3%+$57.4M |
| BANK OF MONTREAL /CAN/ | $66.7M | 329,307 | 0.02% | 26q | +1.7%+$1.1M |
| Obermeyer Wealth Partners | $66.1M | 326,282 | 2.70% | 5q | -6.8%-$4.8M |
| JANE STREET GROUP, LLC | $53.5M | 261,744 | 0.00% | 2q | +44.6%+$16.5M |
| LTS Liquid Investments LLC | $51.4M | 253,710 | 27.50% | 3q | +101.6%+$25.9M |
| BARINGS LLC | $51.0M | 251,883 | 0.91% | 16q | -5.1%-$2.7M |
| JPMORGAN CHASE & CO | $50.3M | 250,148 | 0.00% | 31q | -1.4%-$729.5K |
| BlackRock, Inc. | $49.3M | 243,136 | 0.00% | 8q | +9.5%+$4.3M |
| LPL Financial LLC | $47.4M | 233,752 | 0.01% | 30q | -4.2%-$2.1M |
| Arizona PSPRS Trust | $44.3M | 109,386 | 0.83% | 4q | -2.3%-$1.0M |
| BROWN ADVISORY INC | $37.8M | 186,550 | 0.06% | 7q | HELD |
| PRUDENTIAL PLC | $36.9M | 181,912 | 0.20% | 22q | -48.1%-$34.1M |
| Pictet North America Advisors SA | $35.2M | 173,508 | 3.10% | 9q | +8.4%+$2.7M |
| Evelyn Partners Group Ltd | $34.6M | 206,107 | 0.07% | new | FIRST |
| ENVESTNET ASSET MANAGEMENT INC | $33.5M | 165,382 | 0.01% | 30q | -9.0%-$3.3M |
| P/E Global LLC | $29.7M | 146,536 | 1.91% | new | NEW |
| GAM Holding AG | $27.2M | 134,058 | 2.08% | 5q | -7.2%-$2.1M |
| PINEBRIDGE INVESTMENTS LLC | $24.6M | 121,340 | 0.20% | 3q | -2.7%-$675.4K |
| Mirae Asset Global Investments Co., Ltd. | $23.5M | 115,823 | 0.03% | 31q | -76.5%-$76.4M |
| ANGELES WEALTH MANAGEMENT, LLC | $22.8M | 112,562 | 1.04% | 17q | -4.4%-$1.0M |
| Gerber Kawasaki Wealth & Investment Management | $21.6M | 106,697 | 0.58% | 15q | +3.3%+$681.9K |
| CI INVESTMENTS INC. | $20.5M | 100,933 | 0.07% | 9q | -45.0%-$16.8M |
| WELLS FARGO & COMPANY/MN | $20.0M | 98,728 | 0.00% | 14q | -28.2%-$7.8M |
| MGO ONE SEVEN LLC | $19.8M | 97,846 | 0.33% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.6M | 77,004 | 0.01% | 31q | +14.5%+$2.0M |
| Empire Life Investments Inc. | $14.3M | 70,643 | 0.80% | 12q | -8.4%-$1.3M |
| Keystone Global Partners, LLC | $14.3M | 70,495 | 5.40% | 6q | +39.8%+$4.1M |
| Cetera Investment Advisers | $14.0M | 68,996 | 0.01% | 11q | -14.2%-$2.3M |
| Bank Julius Baer & Co. Ltd, Zurich | $14.0M | 69,147 | 0.04% | 20q | +6.0%+$795.9K |
| MACKENZIE FINANCIAL CORP | $13.9M | 68,704 | 0.01% | 7q | +13.9%+$1.7M |
| RAYMOND JAMES FINANCIAL INC | $13.0M | 64,058 | 0.00% | 7q | -58.5%-$18.3M |
| PRUDENTIAL FINANCIAL INC | $12.7M | 62,450 | 0.01% | 5q | -7.1%-$972.7K |
| Inherent Management Corp. | $12.3M | 60,650 | 4.77% | 6q | HELD |
| Investments & Financial Planning, LLC | $11.6M | 57,341 | 5.50% | 16q | +2.7%+$302.3K |
| Bleakley Financial Group, LLC | $10.7M | 52,848 | 0.14% | 15q | -4.4%-$490.4K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $9.9M | 49,280 | 0.01% | 18q | -14.6%-$1.7M |
| Fulcrum Equity Management | $9.4M | 46,192 | 6.86% | 11q | HELD |
| Lido Advisors, LLC | $8.7M | 42,945 | 0.02% | 14q | -6.8%-$634.3K |
| FMR LLC | $8.6M | 42,307 | 0.00% | 18q | +462.4%+$7.0M |
| BEAM WEALTH ADVISORS, INC. | $8.0M | 41,955 | 0.94% | 26q | +99.5%+$4.0M |
| HSBC HOLDINGS PLC | $8.0M | 39,490 | 0.00% | 31q | -8.1%-$709.0K |
| CITADEL ADVISORS LLC | $7.6M | 34,922 | 0.00% | 5q | +239.3%+$5.4M |
| B. Riley Wealth Advisors, Inc. | $7.4M | 36,763 | 0.40% | 2q | +3.0%+$213.7K |
| AMERIPRISE FINANCIAL INC | $7.1M | 34,945 | 0.00% | 25q | -36.0%-$4.0M |
| Mariner, LLC | $6.8M | 33,694 | 0.01% | 15q | +415.6%+$5.5M |
| Marex Group Ltd | $6.8M | 33,684 | 0.03% | 4q | -62.3%-$11.3M |
| DRW Securities, LLC | $6.8M | 33,660 | 0.17% | 2q | +6.8%+$433.2K |
| BARCLAYS PLC | $6.6M | 32,730 | 0.00% | 2q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $6.5M | 31,959 | 0.00% | 22q | -81.2%-$28.1M |
| BANQUE PICTET & CIE SA | $6.3M | 31,223 | 0.04% | 31q | -10.5%-$745.7K |
| ICONIQ Capital, LLC | $5.9M | 29,109 | 0.17% | 18q | HELD |
| MML INVESTORS SERVICES, LLC | $5.9M | 28,903 | 0.01% | 19q | +19.2%+$942.3K |
| RENAISSANCE TECHNOLOGIES LLC | $5.7M | 28,200 | 0.01% | new | NEW |
| TD Waterhouse Canada Inc. | $5.3M | 26,096 | 0.01% | 19q | -6.6%-$370.9K |
| LAVELLE CAPITAL LP | $5.2M | 25,688 | 2.24% | 2q | HELD |
| PKO Investment Management Joint-Stock Co | $5.0M | 24,800 | 0.37% | 26q | HELD |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $5.0M | 110,226 | 1.33% | 4q | -45.6%-$4.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 24,461 | 0.01% | 31q | -4.1%-$209.9K |
| Mount Capital Ltd | $4.8M | 23,725 | 1.81% | 19q | HELD |
| BBR PARTNERS, LLC | $4.3M | 21,132 | 0.20% | 16q | -1.4%-$58.8K |
| Sequoia Financial Advisors, LLC | $4.0M | 19,918 | 0.02% | 6q | -3.6%-$150.8K |
| PNC Financial Services Group, Inc. | $3.8M | 18,935 | 0.00% | 23q | HELD |
| WBH ADVISORY INC | $3.7M | 18,059 | 0.25% | 14q | HELD |
| FIRST TRUST ADVISORS LP | $3.6M | 17,764 | 0.00% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | options only | 0.00% | 14q | OPTIONS |
| Cresset Asset Management, LLC | $3.5M | 17,288 | 0.01% | 13q | HELD |
| Avestar Capital, LLC | $3.5M | 17,137 | 0.19% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $3.4M | 16,963 | 0.00% | 26q | +15.6%+$462.8K |
| Fifth Third Securities, Inc. | $3.3M | 16,497 | 0.19% | 19q | -0.7%-$23.5K |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $3.2M | 16,000 | 0.01% | new | NEW |
| AlTi Global, Inc. | $3.1M | 15,117 | 0.06% | 11q | +146.6%+$1.8M |
| Hyposwiss Advisors SA | $3.1M | 15,115 | 2.90% | 3q | +3.1%+$93.2K |
| Sheridan Capital Management, LLC | $2.9M | 14,469 | 1.41% | 11q | +7.8%+$213.4K |
| JONES FINANCIAL COMPANIES LLLP | $2.9M | 14,586 | 0.00% | 10q | +31.7%+$692.1K |
| Main Street Research LLC | $2.7M | 13,511 | 0.13% | 13q | -8.4%-$249.4K |
| Asset Advisory Group, Inc. | $2.7M | 13,435 | 1.19% | 3q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $2.6M | 12,969 | 0.00% | 19q | +15.4%+$350.7K |
| TD PRIVATE CLIENT WEALTH LLC | $2.6M | 12,805 | 0.05% | 19q | +1.2%+$32.0K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $2.4M | 11,757 | 0.08% | 15q | -53.8%-$2.8M |
| FISCHER INVESTMENT STRATEGIES, LLC | $2.4M | 11,702 | 1.13% | 5q | -51.3%-$2.5M |
| Sierra Capital LLC | $2.4M | 11,651 | 0.23% | 22q | +7.9%+$172.2K |
| FOCUSED ALPHA, LLC | $2.3M | 11,416 | 0.59% | 2q | +372.5%+$1.8M |
| DARA CAPITAL US, INC. | $2.1M | 10,400 | 1.45% | 3q | HELD |
| Vontobel Holding Ltd. | $2.1M | 10,284 | 0.01% | 10q | +0.7%+$14.0K |
| VICTORY CAPITAL MANAGEMENT INC | $2.0M | 9,664 | 0.00% | 18q | HELD |
| Quantinno Capital Management LP | $1.9M | 9,588 | 0.00% | new | NEW |
| STATE STREET CORP | $1.8M | 8,900 | 0.00% | new | NEW |
| Capital Investment Advisors, LLC | $1.8M | 8,878 | 0.02% | 6q | -0.5%-$9.9K |
| OneDigital Investment Advisors LLC | $1.8M | 8,867 | 0.02% | 5q | +16.8%+$258.2K |
| Sanctuary Advisors, LLC | $1.8M | 8,679 | 0.01% | 9q | -1.8%-$33.0K |
Showing the largest 100 of 275 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 | 260 | $3.6B | 14,662,500 | 28 | 72 | 78 | 17.7% |
| Q1 2026 | 250 | $3.0B | 16,597,915 | 31 | 63 | 74 | 1.0% |
| Q4 2025 | 246 | $2.4B | 12,887,462 | 25 | 82 | 61 | 0.0% |
| Q3 2025 | 227 | $2.4B | 12,930,434 | 24 | 59 | 63 | 0.2% |
| Q2 2025 | 217 | $1.9B | 11,141,651 | 28 | 78 | 44 | 0.6% |
| Q1 2025 | 209 | $1.5B | 9,598,170 | 33 | 52 | 47 | 0.0% |
| Q4 2024 | 201 | $1.4B | 9,115,060 | 36 | 55 | 40 | 0.0% |
| Q3 2024 | 174 | $1.3B | 8,315,744 | 26 | 42 | 52 | 0.1% |
| Q2 2024 | 167 | $1.4B | 9,286,703 | 17 | 57 | 41 | 0.0% |
| Q1 2024 | 160 | $1.3B | 9,358,594 | 20 | 37 | 50 | 0.1% |
| Q4 2023 | 159 | $1.3B | 9,546,040 | 24 | 49 | 47 | 0.0% |
| Q3 2023 | 139 | $992.8M | 8,378,829 | 12 | 46 | 40 | 0.0% |
| Q2 2023 | 141 | $986.3M | 7,917,665 | 18 | 38 | 41 | 0.0% |
| Q1 2023 | 129 | $894.9M | 7,473,312 | 18 | 28 | 44 | 1.7% |
| Q4 2022 | 142 | $1.2B | 10,183,132 | 39 | 43 | 31 | 0.0% |
| Q3 2022 | 137 | $728.9M | 7,280,045 | 15 | 37 | 44 | 0.1% |
| Q2 2022 | 141 | $694.1M | 6,491,695 | 21 | 48 | 35 | 0.1% |
| Q1 2022 | 138 | $767.0M | 5,981,540 | 20 | 33 | 44 | 0.0% |
| Q4 2021 | 136 | $878.3M | 6,491,607 | 31 | 44 | 25 | 0.0% |
| Q3 2021 | 107 | $650.2M | 5,140,364 | 11 | 33 | 23 | 0.0% |
| Q2 2021 | 105 | $557.2M | 4,390,175 | 7 | 40 | 31 | 0.0% |
| Q1 2021 | 103 | $559.0M | 4,715,629 | 10 | 29 | 35 | 0.0% |
| Q4 2020 | 106 | $678.9M | 6,034,938 | 24 | 31 | 32 | 0.1% |
| Q3 2020 | 78 | $453.5M | 4,567,345 | 8 | 25 | 23 | 0.0% |
| Q2 2020 | 81 | $364.0M | 3,950,279 | 9 | 26 | 26 | 0.0% |
| Q1 2020 | 88 | $377.6M | 4,844,866 | 25 | 22 | 22 | 0.0% |
| Q4 2019 | 92 | $906.5M | 13,384,931 | 18 | 30 | 20 | 0.0% |
| Q3 2019 | 73 | $302.8M | 3,296,997 | 8 | 19 | 21 | 0.0% |
| Q2 2019 | 71 | $241.1M | 2,652,064 | 10 | 22 | 15 | 0.0% |
| Q1 2019 | 68 | $240.7M | 2,710,607 | 19 | 15 | 16 | 0.0% |
| Q4 2018 | 75 | $304.6M | 3,841,308 | 1 | 4 | 1 | 0.0% |