ISHARES INC
CUSIP 464286210
Ishares Inc has 78 institutional holders in Filings Flow’s 13F database, together reporting 2.81M shares worth $145M as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Lpl Financial LLC, and Cetera Investment Advisers.
Institutional Holders
78
Q1 2026
Reported Value
$145M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Obsido Oy$165M AUM | 1.94% | $3M | 61.1K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 0.86% | $4M | 68.1K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.54% | $1M | 27.9K | Q1 2026OLDER |
| Wagner Wealth Management, Corp$111M AUM | 0.36% | $399,464 | 7.6K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 0.34% | $342,250 | 6.4K | Q4 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.27% | $5M | 91.1K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.26% | $718,454 | 13.7K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.23% | $302,510 | 5.8K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 0.16% | $364,680 | 7.0K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.14% | $278,348 | 5.2K | Q2 2026 |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.14% | $234,882 | 4.4K | Q1 2026OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.13% | $377,472 | 7.5K | Q4 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.13% | $2M | 31.0K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.10% | $457,337 | 8.2K | Q3 2025OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.09% | $598,986 | 11.4K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.08% | $4M | 68.2K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.08% | $5M | 167.7K | Q4 2025OLDER |
| JB Capital LLC$2.5B AUM | 0.08% | $2M | 35.8K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.07% | $1M | 22.7K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.06% | $194,870 | 3.7K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.06% | $522,650 | 10.0K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.05% | $4M | 82.7K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.05% | $447,731 | 8.5K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.05% | $422,765 | 8.1K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.05% | $3M | 48.4K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.05% | $404,086 | 7.7K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 24.9K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.03% | $5M | 91.3K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.02% | $305,975 | 5.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $7M | 132.0K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.02% | $197,061 | 3.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $3M | 58.7K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.02% | $251,972 | 4.7K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $295,994 | 5.6K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $524,644 | 10.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $6M | 116.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $10M | 192.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $36M | 685.3K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $215,641 | 4.1K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.01% | $16,294 | 313 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 103.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $456,443 | 8.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $946,458 | 18.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $23,648 | 450 | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $131,686 | 2.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $17M | 317.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $492,483 | 9.4K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3M | 54.9K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $559,323 | 10.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $38,677 | 736 | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.00% | $4,512 | 86 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $69,305 | 1.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $44,647 | 851 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 21.7K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $10,838 | 204 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $921,388 | 17.6K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $2,413 | 46 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 130.3K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $9,653 | 184 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $197,940 | 3.8K | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $255,239 | 4.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 132.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $16,369 | 312 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $902,328 | 17.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $43,701 | 820 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $271,608 | 5.2K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $44,430 | 847 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $36,463 | 695 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 33.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $60,649 | 1.2K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $286,351 | 5.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $187,508 | 3.6K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $29,809 | 568 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1M | 25.4K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $389 | 7 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $3,043 | 58 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $314,102 | 5.6K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $239,080 | 4.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $7,728 | 145 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $5,246 | 100 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $212,804 | 4.0K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $114,000 | 2.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6,033 | 115 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $41,447 | 790 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $8,288 | 158 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $25 | 0 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.