SEC 13F Intelligence

ISHARES INC

CUSIP 464286343

Ishares Inc has 59 institutional holders in Filings Flow’s 13F database, together reporting 1.95M shares worth $49M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Ffg Partners, LLC, and Ae Wealth Management LLC.

Institutional Holders
59
Q1 2026
Reported Value
$49M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 19Q4 ’18Q1 ’19: 20Q2 ’19: 18Q2 ’19Q3 ’19: 19Q2 ’21: 28Q2 ’21Q4 ’21: 30Q4 ’22: 38Q4 ’22Q4 ’25: 44Q1 ’26: 59Q1 ’26Q2 ’26: 9filingsflow.com
Total reported value
Q4 ’18: $13MQ4 ’18Q1 ’19: $10MQ2 ’19: $9MQ2 ’19Q3 ’19: $14MQ2 ’21: $22MQ2 ’21Q4 ’21: $31MQ4 ’22: $42MQ4 ’22Q4 ’25: $21MQ1 ’26: $49MQ1 ’26Q2 ’26: $18Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
FFG Partners, LLC$352M AUM3.16%$11M398.1KQ2 2026
Bright Futures Wealth Management, LLC.$146M AUM0.96%$1M53.5KQ1 2026OLDER
M Wealth Management, LLC$119M AUM0.43%$506,47619.3KQ1 2026OLDER
Arrowroot Family Office, LLC$302M AUM0.34%$1M39.2KQ1 2026OLDER
Planned Solutions, Inc.$306M AUM0.33%$1M38.2KQ1 2026OLDER
Creekside Partners$243M AUM0.27%$655,75025.0KQ1 2026OLDER
Guardian Asset Advisors, LLC$171M AUM0.22%$377,43514.4KQ1 2026OLDER
TPG Advisors LLC$160M AUM0.21%$317,32412.7KQ3 2025OLDER
Harbor Asset Planning, Inc.$119M AUM0.17%$196,8867.5KQ1 2026OLDER
RATIONAL ADVISORS, INC.$980M AUM0.14%$1M53.2KQ1 2026OLDER
Focus Financial Network, Inc.$3.2B AUM0.11%$4M132.7KQ2 2026
StoneX Group Inc.$1.9B AUM0.11%$2M79.2KQ1 2026OLDER
HERITAGE OAK WEALTH ADVISORS LLC$315M AUM0.10%$272,89910.9KQ3 2025OLDER
Gradient Capital Advisors, LLC$432M AUM0.09%$327,73413.1KQ3 2025OLDER
ARS Investment Partners, LLC$2.3B AUM0.09%$2M70.8KQ2 2026
Intelligence Driven Advisers, LLC$574M AUM0.08%$564,72024.0KQ4 2025OLDER
Teamwork Financial Advisors, LLC$1.1B AUM0.08%$875,26031.3KQ2 2026
Sculati Wealth Management, LLC$271M AUM0.08%$214,5618.2KQ1 2026OLDER
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.06%$297,33611.3KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.05%$9M328.2KQ1 2026OLDER
Tidemark, LLC$393M AUM0.03%$132,0955.0KQ1 2026OLDER
FIDUCIARY FINANCIAL GROUP, LLC$882M AUM0.03%$236,8778.5KQ2 2026
Kilter Group LLC$232M AUM0.02%$49,8111.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.02%$1M48.5KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$3M105.6KQ1 2026OLDER
Strategic Blueprint, LLC$1.7B AUM0.01%$240,7969.2KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.01%$21,482819Q1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$386,52514.7KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.01%$101,8513.9KQ1 2026OLDER
Leo H. Evart, Inc.$117M AUM0.01%$9,392358Q1 2026OLDER
Elequin Capital, LP$1.2B AUM0.01%$78,6373.3KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$864,27933.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$12M455.3KQ1 2026OLDER
Grey Fox Wealth Advisors, LLC$637M AUM0.00%$13,797550Q3 2025OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$11,695497Q4 2025OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$1M44.4KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$25,181960Q1 2026OLDER
Security National Bank$838M AUM0.00%$12,582450Q2 2026
D.A. DAVIDSON & CO.$16.5B AUM0.00%$227,0998.7KQ1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.00%$90,4943.5KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$820,98031.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$995,58738.0KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$11,247478Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$9,862376Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$403,92215.4KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$2,623100Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1M40.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M112.0KQ3 2025OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$1M47.9KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M40.3KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$18,004765Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$104,9204.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$44,2511.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$898,33134.2KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$2,623100Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M48.6KQ4 2025OLDER
Millstone Evans Group, LLC$167M AUM0.00%$25911Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$816,00031.1KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$6,033230Q1 2026OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$2,825108Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$922,43035.2KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$37615Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$9,412400Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$47,0602.0KQ4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$12,590480Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$4,014160Q3 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$92135Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$450,44817.2KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,54859Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$362,41415.4KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,30452Q3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$12,171464Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$22,112843Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1,52158Q2 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3,913156Q3 2025OLDER
UBS Group AG$666.3B AUM0.00%$15,738600Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$6,745257Q2 2026
FMR LLC$1.90T AUM0.00%$4,432169Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.