ISHARES INC
CUSIP 464286285
Ishares Inc has 116 institutional holders in Filings Flow’s 13F database, together reporting 8.43M shares worth $328M as of Q1 2026. The largest reported holders are Assetmark, Inc, Sound Income Strategies, LLC, and Blackrock, Inc..
Institutional Holders
116
Q1 2026
Reported Value
$328M
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 |
|---|---|---|---|---|
| BLUELINE ADVISORS LLC$129M AUM | 2.69% | $3M | 87.9K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 1.91% | $13M | 330.4K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 1.87% | $39M | 983.9K | Q1 2026OLDER |
| Mount Lucas Management LP$271M AUM | 1.12% | $3M | 76.8K | Q1 2026OLDER |
| FOCUS Wealth Advisors, LLC$216M AUM | 0.99% | $2M | 52.5K | Q2 2026 |
| Ruggiero Investments, Inc.$103M AUM | 0.59% | $612,359 | 15.6K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.46% | $465,078 | 11.8K | Q1 2026OLDER |
| Rareview Capital LLC$171M AUM | 0.45% | $767,670 | 19.7K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.44% | $731,011 | 18.6K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.43% | $4M | 98.5K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.26% | $587,156 | 14.9K | Q1 2026OLDER |
| Clarity Retirement & Wealth, LLC$124M AUM | 0.25% | $287,838 | 7.1K | Q4 2025OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.24% | $509,342 | 12.8K | Q3 2025OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.20% | $4M | 102.9K | Q4 2025OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.19% | $2M | 39.9K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.19% | $2M | 58.2K | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.16% | $13M | 319.5K | Q1 2026OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 0.12% | $2M | 56.6K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.11% | $1M | 35.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.11% | $54M | 1.37M | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.11% | $247,621 | 6.3K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.10% | $229,585 | 5.8K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.10% | $288,704 | 7.3K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.09% | $4M | 95.9K | Q4 2025OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.09% | $393,800 | 10.0K | Q1 2026OLDER |
| Alternative Investment Advisors, LLC.$229M AUM | 0.09% | $209,943 | 5.3K | Q1 2026OLDER |
| Portfolio Strategies, Inc.$811M AUM | 0.09% | $753,912 | 19.0K | Q3 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.08% | $3M | 65.3K | Q4 2025OLDER |
| TriaGen Wealth Management LLC$366M AUM | 0.07% | $262,074 | 6.7K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.07% | $335,936 | 8.5K | Q3 2025OLDER |
| Aspect Partners, LLC$245M AUM | 0.07% | $173,823 | 4.4K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.07% | $99,710 | 2.5K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 30.5K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.04% | $2M | 38.4K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.04% | $83,720 | 2.1K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.04% | $811,267 | 20.6K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.03% | $10M | 249.3K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.03% | $275,076 | 7.0K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.03% | $8M | 199.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 33.1K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 36.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $4M | 102.0K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 27.2K | Q2 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.02% | $272,589 | 6.9K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $439,245 | 11.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $1M | 36.5K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.02% | $4M | 102.2K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $164,738 | 4.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $620,038 | 15.7K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.01% | $62,575 | 1.6K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $283,420 | 7.2K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $20,320 | 516 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $49,793 | 1.3K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.01% | $133,715 | 3.4K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $834,612 | 21.2K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $245,736 | 6.1K | Q4 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $208,675 | 5.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $28M | 711.3K | Q2 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $493,983 | 12.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 40.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 93.6K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $11,986 | 302 | Q3 2025OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $263,531 | 6.7K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $244,762 | 6.2K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $242,051 | 6.1K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $7,758 | 197 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 83.3K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $182,093 | 4.6K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $2M | 44.7K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $292,274 | 7.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $330,810 | 8.4K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $571,876 | 14.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 79.9K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 45.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 57.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $11M | 282.4K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $8,639 | 214 | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $499,273 | 12.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $245,214 | 6.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $408,623 | 10.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $30M | 760.4K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $172,484 | 4.4K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $286,788 | 7.1K | Q4 2025OLDER |
| Pflug Koory, LLC$218M AUM | 0.00% | $4,214 | 107 | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $2,638 | 67 | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $16,185 | 411 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 59.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $828,985 | 21.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $721,695 | 18.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $737,528 | 18.7K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $5,238 | 133 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $450,171 | 11.4K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 38.6K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $219,756 | 5.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 63.0K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $37M | 948.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $162,893 | 4.0K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 86.6K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $7,938 | 200 | Q3 2025OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $1,696 | 42 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $8M | 188.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $87,424 | 2.2K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $250,173 | 6.2K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 40.6K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $244,038 | 6.2K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $165,318 | 4.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $928,750 | 23.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $53,714 | 1.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 41.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $13,980 | 355 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $2,381 | 60 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 33.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $4,599 | 118 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $4,726 | 120 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 34.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $10,926 | 277 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $752,863 | 19.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $5,907 | 150 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $694,000 | 17.6K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $40,756 | 1.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $10,554 | 268 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $27,566 | 700 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $153 | 3 | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $41 | 1 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,417 | 61 | Q2 2026 |
| Vestwell Advisors, LLC$365M AUM | 0.00% | $19 | 5 | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4,360 | 108 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $19,690 | 500 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $53,200 | 1.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $316 | 8 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7,171 | 184 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.