SEC 13F Intelligence

EWMISHARES INC

CUSIP 46434G814 · Yahoo Finance ↗ · Google Finance ↗

Ishares Inc (EWM) has 74 institutional holders in Filings Flow’s 13F database, together reporting 9.84M shares worth $279M as of Q1 2026. The largest reported holders are State Of Tennessee, Department Of Treasury, Uss Investment Management Ltd, and Breakout Capital Partners, LP.

Institutional Holders
74
Q1 2026
Reported Value
$279M
Ticker
EWM
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 83Q1 ’19Q2 ’19: 77Q3 ’19: 62Q4 ’19: 72Q1 ’20: 61Q1 ’20Q2 ’20: 56Q3 ’20: 55Q4 ’20: 59Q1 ’21: 57Q1 ’21Q2 ’21: 55Q3 ’21: 47Q4 ’21: 44Q1 ’22: 60Q1 ’22Q2 ’22: 51Q3 ’22: 46Q4 ’22: 54Q1 ’23: 55Q1 ’23Q2 ’23: 43Q3 ’23: 54Q4 ’23: 59Q1 ’24: 56Q1 ’24Q2 ’24: 58Q3 ’24: 67Q4 ’24: 71Q1 ’25: 60Q1 ’25Q2 ’25: 65Q3 ’25: 68Q4 ’25: 79Q1 ’26: 74Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $359MQ1 ’19Q2 ’19: $304MQ3 ’19: $285MQ4 ’19: $339MQ1 ’20: $211MQ1 ’20Q2 ’20: $235MQ3 ’20: $254MQ4 ’20: $240MQ1 ’21: $186MQ1 ’21Q2 ’21: $153MQ3 ’21: $148MQ4 ’21: $137MQ1 ’22: $191MQ1 ’22Q2 ’22: $169MQ3 ’22: $149MQ4 ’22: $173MQ1 ’23: $183MQ1 ’23Q2 ’23: $149MQ3 ’23: $186MQ4 ’23: $175MQ1 ’24: $195MQ1 ’24Q2 ’24: $216MQ3 ’24: $224MQ4 ’24: $214MQ1 ’25: $178MQ1 ’25Q2 ’25: $190MQ3 ’25: $249MQ4 ’25: $267MQ1 ’26: $279MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
State of Tennessee, Department of Treasury$29.8B AUM0.18%$54M1.89MQ1 2026
USS Investment Management Ltd$25.6B AUM0.11%$27M957.0KQ1 2026
Breakout Capital Partners, LP$174M AUM12.86%$22M787.3KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$19M663.2KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$18M635.5KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$12M421.5KQ1 2026
SUN LIFE FINANCIAL INC$1.8B AUM0.66%$12M407.2KQ1 2026
UBS Group AG$666.3B AUM0.00%$11M374.3KQ1 2026
Whitcomb & Hess, Inc.$463M AUM2.45%$10M369.4KQ1 2026
Carrera Capital Advisors$649M AUM1.40%$9M319.5KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.01%$8M282.6KQ1 2026
Cairn Investment Group, Inc.$201M AUM3.73%$7M263.8KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$6M226.4KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$6M223.0KQ1 2026
Millburn Ridgefield LLC /DE/$4.6B AUM0.13%$6M216.7KQ1 2026
Catalyst Capital Advisors LLC$5.4B AUM0.11%$6M216.7KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$6M198.1KQ1 2026
Korea Investment CORP$48.3B AUM0.01%$5M188.1KQ1 2026
BCWM, LLC$353M AUM1.08%$4M134.5KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$3M121.4KQ1 2026
Graham Capital Management, L.P.$4.1B AUM0.07%$3M110.0KQ4 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.04%$3M104.3KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$3M102.3KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$2M86.4KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M79.1KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M76.0KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.04%$2M70.1KQ4 2025OLDER
Fluent Financial, LLC$280M AUM0.69%$2M66.6KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M64.0KQ1 2026
Cullen Capital Management, LLC$9.8B AUM0.02%$2M68.3KQ3 2025OLDER
NATIXIS$28.0B AUM0.01%$2M56.1KQ1 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$1M52.3KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$1M45.0KQ1 2026
CacheTech Inc.$519M AUM0.21%$1M42.0KQ4 2025OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.01%$1M40.0KQ1 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.01%$1M39.5KQ1 2026
NorthCoast Asset Management LLC$4.3B AUM0.00%$1M42.4KQ3 2025OLDER
Mount Lucas Management LP$271M AUM0.38%$1M36.1KQ1 2026
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.01%$1M35.3KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$776,25827.3KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$746,65026.3KQ1 2026
Cobblestone Asset Management LLC$222M AUM0.31%$690,12925.2KQ4 2025OLDER
SG Americas Securities, LLC$92.9B AUM0.00%$675,00023.8KQ1 2026
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$597,83221.0KQ1 2026
Trek Financial, LLC$1.9B AUM0.03%$567,80421.9KQ3 2025OLDER
Capula Management Ltd$14.1B AUM0.00%$494,94218.1KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$494,56417.4KQ1 2026
Sigma Planning Corp$3.6B AUM0.01%$492,99517.4KQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$483,85117.0KQ1 2026
Knollwood Investment Advisory, LLC$992M AUM0.05%$482,97017.0KQ1 2026
SBI Securities Co., Ltd.$3.6B AUM0.01%$476,26516.8KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$468,05416.5KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$424,13715.5KQ4 2025OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$419,92814.8KQ1 2026
DRW Securities, LLC$7.2B AUM0.01%$399,89815.5KQ3 2025OLDER
Congress Park Capital LLC$326M AUM0.12%$384,95613.6KQ1 2026
First Growth Capital LLC$111M AUM0.34%$371,73413.0KQ1 2026
Belpointe Asset Management LLC$2.7B AUM0.01%$364,98213.3KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$364,21612.8KQ1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$345,71812.2KQ1 2026
FLOW TRADERS U.S. LLC$3.2B AUM0.01%$305,00012.5KQ2 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$292,90710.3KQ1 2026
Quadrature Capital Ltd$8.4B AUM0.00%$289,79710.6KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$256,03210.5KQ2 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$254,67610.5KQ2 2025OLDER
INNEALTA CAPITAL, LLC$161M AUM0.16%$249,7818.8KQ1 2026
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$240,1788.5KQ1 2026
CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM0.12%$230,0078.1KQ1 2026
Equitable Holdings, Inc.$15.5B AUM0.00%$212,6697.8KQ1 2026
CIBC WORLD MARKET INC.$61.3B AUM0.00%$202,4617.8KQ3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$170,4606.0KQ1 2026
AlphaCentric Advisors LLC$100M AUM0.16%$162,0515.7KQ1 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$161,4245.9KQ4 2025OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$119,1524.2KQ1 2026
Stelac Advisory Services LLC$494M AUM0.02%$116,4814.1KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$83,6353.4KQ2 2025OLDER
Jessup Wealth Management, Inc$274M AUM0.02%$71,9182.6KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$64,8002.5KQ3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$58,4112.1KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$46,6211.6KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$37,9561.3KQ1 2026
Blue Trust, Inc.$8.7B AUM0.00%$29,4901.0KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$27,529969Q1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$27,416965Q1 2026
BOCHK Asset Management Ltd$483M AUM0.00%$22,728800Q1 2026
DV Trading LLC$4.2B AUM0.00%$16,416600Q4 2025OLDER
Pacifica Partners Inc.$301M AUM0.00%$14,205500Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$7,813275Q1 2026
FMR LLC$1.90T AUM0.00%$7,492264Q1 2026
Larson Financial Group LLC$3.1B AUM0.00%$5,205183Q1 2026
AlphaCore Capital LLC$4.2B AUM0.00%$4,104150Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2,841100Q1 2026
COMERICA BANK$25.1B AUM0.00%$2,736100Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2,64293Q1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$2,55790Q1 2026
Eukles Asset Management$224M AUM0.00%$2,50088Q1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$2,13175Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$2,05275Q4 2025OLDER
Stephens Consulting, LLC$309M AUM0.00%$1,66961Q4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$1,14044Q3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$88131Q1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$36314Q3 2025OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.00%$1134Q1 2026
NVWM, LLC$449M AUM0.00%$853Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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