SEC 13F Intelligence

ISHARES INC

CUSIP 464286681

Ishares Inc has 148 institutional holders in Filings Flow’s 13F database, together reporting 10.27M shares worth $1.0B as of Q1 2026. The largest reported holders are Stifel Financial Corp, Bank Of America Corp /De/, and Henshaw Capital LLC.

Institutional Holders
148
Q1 2026
Reported Value
$1.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 27Q4 ’18Q1 ’19: 35Q2 ’19: 31Q2 ’19Q3 ’19: 30Q2 ’21: 55Q2 ’21Q4 ’21: 59Q4 ’22: 64Q4 ’22Q4 ’25: 150Q1 ’26: 148Q1 ’26Q2 ’26: 15filingsflow.com
Total reported value
Q4 ’18: $90MQ4 ’18Q1 ’19: $113MQ2 ’19: $147MQ2 ’19Q3 ’19: $164MQ2 ’21: $167MQ2 ’21Q4 ’21: $216MQ4 ’22: $155MQ4 ’22Q4 ’25: $904MQ1 ’26: $1.0BQ1 ’26Q2 ’26: $55Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
PALLADIEM, LLC$105M AUM7.93%$8M79.3KQ1 2026OLDER
Genesis Wealth Advisors, LLC$150M AUM5.20%$8M76.6KQ1 2026OLDER
Swisher Financial Concepts, Inc.$179M AUM4.77%$9M83.7KQ1 2026OLDER
Calydon Capital$613M AUM4.72%$29M283.9KQ1 2026OLDER
Financial Architects, LLC$190M AUM4.39%$8M81.7KQ1 2026OLDER
Henshaw Capital LLC$2.7B AUM2.92%$79M774.4KQ1 2026OLDER
Crews Bank & Trust$766M AUM2.13%$16M143.1KQ2 2026
Ironwood Financial, llc$573M AUM2.13%$12M119.7KQ1 2026OLDER
Strategic Financial Services, Inc.$2.1B AUM1.86%$39M383.5KQ1 2026OLDER
Running Point Capital Advisors, LLC$367M AUM1.80%$7M64.1KQ4 2025OLDER
GenTrust, LLC$2.3B AUM1.61%$38M369.1KQ1 2026OLDER
Private Advisory Group LLC$1.5B AUM1.38%$21M207.1KQ1 2026OLDER
Elmwood Wealth Management, Inc.$400M AUM1.30%$5M45.5KQ2 2026
Gilbert Capital Group, Inc.$129M AUM1.13%$1M14.4KQ1 2026OLDER
DAVIDSON INVESTMENT ADVISORS$2.3B AUM1.09%$25M248.6KQ1 2026OLDER
Ameraudi Asset Management, Inc.$184M AUM0.72%$1M11.5KQ4 2025OLDER
Selby Wealth Management, LLC$282M AUM0.67%$2M16.5KQ2 2026
Delta Wealth Advisors LLC$131M AUM0.61%$805,2047.9KQ1 2026OLDER
Aspire Growth Partners LLC$146M AUM0.58%$841,2078.3KQ1 2026OLDER
Finley Financial, LLC$248M AUM0.46%$1M10.0KQ2 2026
First Heartland Consultants, Inc.$1.5B AUM0.46%$7M61.9KQ2 2026
Arkadios Wealth Advisors$6.1B AUM0.42%$26M251.3KQ1 2026OLDER
WESCAP Management Group, Inc.$508M AUM0.41%$2M20.6KQ1 2026OLDER
Farrell Financial LLC$167M AUM0.40%$674,9346.6KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.40%$6M62.7KQ1 2026OLDER
GSG Advisors LLC$385M AUM0.38%$1M14.4KQ1 2026OLDER
L2 Asset Management, LLC$1.1B AUM0.37%$4M38.6KQ1 2026OLDER
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$2.9B AUM0.36%$10M100.0KQ1 2026OLDER
Pembroke Management, LTD$691M AUM0.35%$2M23.6KQ1 2026OLDER
Bay Capital Advisors, LLC$162M AUM0.35%$559,7355.5KQ1 2026OLDER
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM0.34%$1M11.5KQ1 2026OLDER
Benchmark Financial Wealth Advisors, LLC$361M AUM0.34%$1M12.0KQ1 2026OLDER
LCW Services, LLC$201M AUM0.34%$678,5016.7KQ1 2026OLDER
XY Planning Network, Inc.$626M AUM0.32%$2M19.9KQ1 2026OLDER
Miller Capital Partners, Inc.$208M AUM0.32%$674,3296.6KQ1 2026OLDER
Goodman Financial Corp$582M AUM0.24%$1M13.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.19%$211M2.07MQ1 2026OLDER
UNIQUE WEALTH, LLC$723M AUM0.19%$1M13.7KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.18%$30M295.5KQ1 2026OLDER
McLean Asset Management Corp$572M AUM0.16%$925,5989.1KQ1 2026OLDER
Centerline Wealth Advisors, LLC$319M AUM0.16%$515,9104.5KQ2 2026
LBMC INVESTMENT ADVISORS, LLC$1.6B AUM0.16%$3M25.0KQ1 2026OLDER
Affinity Capital Advisors, LLC$810M AUM0.14%$1M9.8KQ2 2026
Sharkey, Howes & Javer$829M AUM0.14%$1M10.0KQ2 2026
Creekside Partners$243M AUM0.13%$322,1023.2KQ1 2026OLDER
Crescent Grove Advisors, LLC$1.0B AUM0.12%$1M12.2KQ1 2026OLDER
Tolleson Wealth Management, Inc.$693M AUM0.12%$824,6868.0KQ4 2025OLDER
Stratos Investment Management, LLC$2.5B AUM0.11%$3M27.8KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.11%$2M16.2KQ1 2026OLDER
DAVIDSON TRUST CO$232M AUM0.11%$254,6292.5KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.11%$1M14.5KQ3 2025OLDER
Bangor Savings Bank$1.4B AUM0.09%$1M11.0KQ2 2026
ZWJ INVESTMENT COUNSEL INC$2.8B AUM0.09%$3M24.7KQ1 2026OLDER
REGATTA CAPITAL GROUP, LLC$661M AUM0.09%$585,0765.7KQ1 2026OLDER
WealthTrust Axiom LLC$406M AUM0.09%$347,4493.4KQ1 2026OLDER
WEBSTER BANK, N. A.$1.1B AUM0.08%$859,8558.4KQ1 2026OLDER
Kathleen S. Wright Associates Inc.$270M AUM0.08%$205,9402.0KQ3 2025OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.07%$1M13.0KQ3 2025OLDER
Evolution Wealth Advisors, LLC$981M AUM0.07%$653,9746.4KQ1 2026OLDER
Harbor Asset Planning, Inc.$119M AUM0.06%$76,424751Q1 2026OLDER
KLINGENSTEIN FIELDS & CO LP$2.5B AUM0.06%$2M16.0KQ1 2026OLDER
One Wealth Advisors, LLC$803M AUM0.06%$504,1414.9KQ3 2025OLDER
Fairvoy Private Wealth, LLC$419M AUM0.06%$277,7102.7KQ3 2025OLDER
YHB Investment Advisors, Inc.$1.4B AUM0.06%$783,6297.7KQ1 2026OLDER
Cordgrass Capital Advisors, LLC$427M AUM0.05%$234,6822.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.05%$4M39.8KQ1 2026OLDER
Dorsey & Whitney Trust CO LLC$1.8B AUM0.05%$958,8769.4KQ1 2026OLDER
WealthShield Partners, LLC$898M AUM0.05%$448,2974.4KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.04%$100,345986Q1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.04%$2M15.6KQ1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.04%$2M19.0KQ1 2026OLDER
Dynasty Wealth Management, LLC$11.5B AUM0.03%$4M39.3KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.03%$4M35.2KQ1 2026OLDER
PFG Advisors$2.1B AUM0.03%$676,2616.6KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.03%$27M264.4KQ1 2026OLDER
Activest Wealth Management$569M AUM0.03%$135,9201.3KQ3 2025OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.02%$221,7731.9KQ2 2026
Cornerstone Wealth Management, LLC$2.0B AUM0.02%$477,1414.7KQ1 2026OLDER
One Day In July LLC$1.2B AUM0.02%$297,4742.9KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.02%$1M14.0KQ1 2026OLDER
71 West Capital Partners$2.3B AUM0.02%$463,4614.6KQ1 2026OLDER
Concord Wealth Partners$770M AUM0.02%$155,0551.5KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.02%$1M10.6KQ2 2026
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.02%$1M12.0KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.02%$18M176.3KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.02%$28M278.8KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.02%$931,4119.0KQ4 2025OLDER
WFA of San Diego, LLC$125M AUM0.01%$16,792165Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$8M76.7KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$249,2352.4KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.01%$2M18.1KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.01%$3M31.9KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.01%$898,7318.8KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$32M313.5KQ1 2026OLDER
United Community Bank$300M AUM0.01%$22,018213Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$109M1.07MQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$27M269.7KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.01%$253,8112.5KQ1 2026OLDER
FAS Wealth Partners, Inc.$1.6B AUM0.01%$110,9301.1KQ2 2026
Quotient Wealth Partners, LLC$3.8B AUM0.01%$218,6052.1KQ3 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.01%$2M17.9KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$4M37.2KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M64.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$175,3501.7KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$693,5096.7KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.00%$209,5172.0KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M17.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$17M168.2KQ2 2026
Mariner, LLC$85.7B AUM0.00%$3M25.5KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$206,7402.0KQ4 2025OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$8,58083Q4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M17.6KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$65,439643Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$299,8152.9KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$99,072973Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$33M320.9KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$534,6495.3KQ2 2026
Arax Advisory Partners$3.5B AUM0.00%$68,147670Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$27,081263Q3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$113,0661.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M11.1KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$255,9522.5KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$343,9123.3KQ4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$147,3631.4KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.00%$1,93419Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$29,616291Q1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.00%$12,612122Q4 2025OLDER
Global Trust Asset Management, LLC$262M AUM0.00%$2,36823Q3 2025OLDER
Coastline Trust Co$1.0B AUM0.00%$8,75285Q3 2025OLDER
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.00%$23,379308.1KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$255,7482.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$6M54.9KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$460,5094.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M40.9KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$170,5611.6KQ4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1M14.5KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$364,0323.6KQ1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.00%$10,177100Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$195,9071.9KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$265,9712.6KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$4M42.2KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M14.8KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$7M67.1KQ1 2026OLDER
Glassman Wealth Services$736M AUM0.00%$3,05330Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M23.6KQ4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$5,10650Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$292,2282.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$109,7071.1KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M23.8KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$31,040305Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$13,798134Q3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$81,620802Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$25,743250Q3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$670,6736.6KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$208,3232.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$234,4782.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$927,7359.1KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$316,0983.1KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$2M20.5KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$3,05330Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$96,634950Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$41,115404Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$44,881441Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$2M21.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$179,9291.8KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,25611Q2 2026
Allworth Financial LP$24.7B AUM0.00%$4,07140Q1 2026OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$1,35013Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$4074Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1,93419Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1021Q1 2026OLDER

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