SEC 13F Intelligence

ISHARES INC

CUSIP 464286475

Ishares Inc has 112 institutional holders in Filings Flow’s 13F database, together reporting 4.04M shares worth $278M as of Q1 2026. The largest reported holders are Connor, Clark & Lunn Investment Management Ltd., Mml Investors Services, LLC, and Bank Of America Corp /De/.

Institutional Holders
112
Q1 2026
Reported Value
$278M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 71Q4 ’18Q1 ’19: 69Q2 ’19: 63Q2 ’19Q3 ’19: 59Q2 ’21: 73Q2 ’21Q4 ’21: 85Q4 ’22: 97Q4 ’22Q4 ’25: 111Q1 ’26: 112Q1 ’26Q2 ’26: 10filingsflow.com
Total reported value
Q4 ’18: $152MQ4 ’18Q1 ’19: $539MQ2 ’19: $550MQ2 ’19Q3 ’19: $115MQ2 ’21: $434MQ2 ’21Q4 ’21: $724MQ4 ’22: $199MQ4 ’22Q4 ’25: $271MQ1 ’26: $278MQ1 ’26Q2 ’26: $16Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$128M AUM3.36%$4M62.1KQ1 2026OLDER
Employees' Retirement Fund of the City of Fort Worth$230M AUM2.43%$5M69.4KQ3 2025OLDER
HARBOR ADVISORY CORP /MA/$333M AUM2.36%$8M113.6KQ1 2026OLDER
Omega Financial Group, LLC$308M AUM1.74%$5M77.3KQ1 2026OLDER
Williams & Novak, LLC$151M AUM1.01%$2M20.0KQ2 2026
NorthLanding Financial Partners, LLC$124M AUM0.81%$1M14.5KQ1 2026OLDER
Powerhouse Assets LLC$115M AUM0.65%$741,86910.7KQ1 2026OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.56%$11M161.6KQ1 2026OLDER
JFG Wealth Management, LLC$511M AUM0.54%$3M40.9KQ3 2025OLDER
Pathway Financial Advisors LLC$857M AUM0.49%$4M56.5KQ2 2026
Cypress Point Wealth Management, LLC$464M AUM0.45%$2M29.9KQ1 2026OLDER
Johnson Financial Group, LLC$1.5B AUM0.39%$6M84.8KQ1 2026OLDER
Valued Retirements, Inc.$102M AUM0.36%$366,7295.3KQ1 2026OLDER
MB Generational Wealth, LLC$181M AUM0.29%$528,8817.6KQ1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.29%$826,24612.1KQ3 2025OLDER
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV$188M AUM0.27%$506,8137.3KQ2 2026
Glass Jacobson Investment Advisors llc$290M AUM0.22%$632,9809.2KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.18%$8M119.0KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.16%$70M1.01MQ1 2026OLDER
Samalin Investment Counsel, LLC$282M AUM0.16%$439,3586.4KQ1 2026OLDER
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM0.14%$428,0176.2KQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.13%$5M65.8KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.12%$3M48.6KQ1 2026OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.12%$2M25.9KQ1 2026OLDER
Trust Co of the South$710M AUM0.11%$788,87710.4KQ2 2026
NOTTINGHAM ADVISORS, INC.$777M AUM0.07%$573,9868.3KQ1 2026OLDER
Guardian Partners Inc.$1.2B AUM0.07%$865,12712.7KQ3 2025OLDER
REBALANCE, LLC$1.7B AUM0.07%$1M16.7KQ1 2026OLDER
Greenspring Advisors, LLC$1.6B AUM0.07%$1M15.7KQ1 2026OLDER
GOULD ASSET MANAGEMENT LLC /CA/$576M AUM0.06%$371,1515.4KQ1 2026OLDER
Valmark Advisers, Inc.$8.4B AUM0.05%$4M61.6KQ4 2025OLDER
Daytona Street Capital LLC$130M AUM0.05%$59,476400Q4 2025OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.05%$3M41.6KQ1 2026OLDER
Harbour Capital Advisors, LLC$525M AUM0.05%$239,1593.1KQ1 2026OLDER
Falcon Wealth Planning$1.5B AUM0.05%$660,5729.5KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.04%$15M219.3KQ1 2026OLDER
Virtue Capital Management, LLC$657M AUM0.04%$275,7914.1KQ1 2026OLDER
Cascade Financial Partners, LLC$970M AUM0.04%$401,7975.8KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.04%$8M119.3KQ1 2026OLDER
SAX WEALTH ADVISORS, LLC$2.5B AUM0.04%$969,15514.0KQ2 2026
MARYLAND CAPITAL ADVISORS INC.$312M AUM0.03%$103,9701.4KQ2 2026
SIMON QUICK ADVISORS, LLC$2.2B AUM0.03%$628,2949.1KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.03%$12M178.1KQ1 2026OLDER
Pure Financial Advisors, LLC$7.0B AUM0.03%$2M25.2KQ1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.02%$241,9923.5KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.02%$1M17.8KQ1 2026OLDER
Index Fund Advisors, Inc.$2.2B AUM0.02%$462,5116.7KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.02%$2M22.9KQ1 2026OLDER
BIP Wealth, LLC$2.5B AUM0.02%$495,8107.2KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.02%$718,4569.5KQ2 2026
Tortoise Investment Management, LLC$1.2B AUM0.02%$171,6092.5KQ3 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.02%$2M22.2KQ1 2026OLDER
Mill Creek Capital Advisors, LLC$4.9B AUM0.01%$727,84310.5KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$776,65011.2KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.01%$30,356400Q2 2026
Parcion Private Wealth LLC$1.6B AUM0.01%$222,5493.3KQ4 2025OLDER
Hilton Head Capital Partners, LLC$177M AUM0.01%$23,521340Q1 2026OLDER
Triumph Capital Management$491M AUM0.01%$54,368786Q1 2026OLDER
Sigma Planning Corp$3.6B AUM0.01%$327,9174.7KQ1 2026OLDER
MB, LEVIS & ASSOCIATES, LLC$240M AUM0.01%$20,919302Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$646,8339.3KQ1 2026OLDER
Advocate Investing Services LLC$118M AUM0.01%$10,031145Q1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$267,3123.9KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.01%$13M193.0KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$971,63414.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$653,8409.4KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$500,4497.2KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$225,3193.3KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.01%$76,3701.1KQ1 2026OLDER
BASSO CAPITAL MANAGEMENT, L.P.$163M AUM0.00%$7,264105Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$72,7371.1KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$89,2421.3KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$137,6762.0KQ4 2025OLDER
MASECO LLP$3.2B AUM0.00%$77,0451.1KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M31.7KQ1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.00%$13,352193Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$39,465570Q1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$280,8504.2KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$3M41.4KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$7M104.3KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$5M78.7KQ1 2026OLDER
Richardson Capital Management LLC$207M AUM0.00%$2,92542Q1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$294,7364.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$7M105.3KQ2 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$33,740500Q4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M25.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$14M205.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M55.5KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$680,5769.8KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$673,4309.7KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$526,3217.6KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$247,6493.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$11M162.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$379,3955.5KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$7,610110Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$32,894475Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$138,3602.0KQ2 2026
UBS Group AG$666.3B AUM0.00%$3M41.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M33.9KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$314,5744.5KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$606,2868.9KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$203,8042.9KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M34.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$236,3993.4KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$223,7293.2KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$31,547456Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$3,94357Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$525,3327.6KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$2,69940Q1 2026OLDER
Kathleen S. Wright Associates Inc.$270M AUM0.00%$2043Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$14,234210Q3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$590,8178.7KQ3 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$12,088178Q3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$4,27863Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$365,0005.3KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$10,239148Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$12,799185Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$351,5045.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$3M36.7KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$22,415324Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$32,376468Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$1,52222Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$7,610110Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$3,45950Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$270,1904.0KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$2,24133Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$16,880244Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$14,528210Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$79,1041.1KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$1382Q1 2026OLDER

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