iShares, Inc. - EWM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| State of Tennessee, Department of Treasury | History | Reduced | 2,193,944 | 64,019 | 0.2% | 0.2% | 1 | -136,615 | -5.86% | Q4 2025 | Feb 18, 2026 |
| USS Investment Management Ltd | History | No change | 1,181,536 | 32,350 | 0.15% | 0.14% | 2 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Breakout Capital Partners, LP | History | Added to | 788,698 | 21,578 | 15.37% | 92.69% | 3 | +5,022 | 0.64% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 587,662 | 16,078 | 0.0% | 0.0% | 4 | -119,838 | -16.94% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 562,939 | 15,402 | 0.0% | 0.0% | 5 | +11,472 | 2.08% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 380,111 | 10,399 | 0.0% | 0.0% | 6 | +2,260 | 0.6% | Q4 2025 | Feb 11, 2026 |
| SUN LIFE FINANCIAL INC | History | New | 377,192 | 10,320 | 0.54% | — | 7 | +377,192 | New | Q4 2025 | Feb 12, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 364,798 | 10,232 | 2.41% | 2.31% | 8 | +18,707 | 5.41% | Q4 2025 | Jan 14, 2026 |
| Carrera Capital Advisors | History | Added to | 303,773 | 8,311 | 1.4% | 1.38% | 9 | +7,366 | 2.49% | Q4 2025 | Jan 30, 2026 |
| CITIGROUP INC | History | Reduced | 279,258 | 7,640 | 0.0% | 0.0% | 10 | -138,862 | -33.21% | Q4 2025 | Feb 13, 2026 |
| Cairn Investment Group, Inc. | History | Added to | 265,700 | 7,270 | 3.45% | 3.11% | 11 | +2,700 | 1.03% | Q4 2025 | Feb 02, 2026 |
| MORGAN STANLEY | History | Added to | 208,523 | 5,705 | 0.0% | 0.0% | 12 | +18,103 | 9.51% | Q4 2025 | Feb 13, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 206,182 | 5,641 | 0.13% | 0.12% | 13 | +10,324 | 5.27% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 206,182 | 5,641 | 0.12% | 0.1% | 14 | +10,324 | 5.27% | Q4 2025 | Feb 10, 2026 |
| Korea Investment CORP | History | No change | 188,143 | 5,147 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BCWM, LLC | History | Added to | 146,197 | 3,999 | 1.2% | 1.12% | 16 | +2,061 | 1.43% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 136,462 | 3,733 | 0.0% | 0.0% | 17 | +12,373 | 9.97% | Q4 2025 | Feb 12, 2026 |
| Graham Capital Management, L.P. | History | New | 110,000 | 3,009 | 0.07% | — | 18 | +110,000 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 104,237 | 2,851 | 0.04% | 0.03% | 19 | -3,645 | -3.38% | Q4 2025 | Feb 02, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 86,400 | 2,363 | 0.01% | — | 20 | +86,400 | New | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 70,056 | 1,916 | 0.04% | — | 21 | +70,056 | New | Q4 2025 | Feb 17, 2026 |
| Fluent Financial, LLC | History | Added to | 66,557 | 1,821 | 0.69% | 0.6% | 22 | +6,991 | 11.74% | Q4 2025 | Jan 14, 2026 |
| NATIXIS | History | Added to | 55,692 | 1,535 | 0.01% | 0.0% | 23 | +28,965 | 108.37% | Q4 2025 | Feb 13, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 54,000 | 1,477 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 53,582 | 1,469 | 0.0% | 0.0% | 25 | -1,848 | -3.33% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 43,605 | 1,193 | 0.0% | 0.0% | 26 | +35,303 | 425.23% | Q4 2025 | Feb 17, 2026 |
| CacheTech Inc. | History | New | 41,981 | 1,148 | 0.21% | — | 27 | +41,981 | New | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | New | 41,755 | 1,142 | 0.0% | — | 28 | +41,755 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 38,225 | 1,046 | 0.0% | 0.0% | 29 | -8,393 | -18.0% | Q4 2025 | Jan 09, 2026 |
| Mount Lucas Management LP | History | Reduced | 36,673 | 1,003 | 0.4% | 0.39% | 30 | -311 | -0.84% | Q4 2025 | Feb 05, 2026 |
| BlackRock, Inc. | History | Added to | 31,107 | 851 | 0.0% | 0.0% | 31 | +29,494 | 1828.52% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 29,325 | 802 | 0.0% | 0.0% | 32 | -44 | -0.15% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 25,397 | 694 | 0.0% | — | 33 | +25,397 | New | Q4 2025 | Feb 17, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 25,224 | 690 | 0.31% | 0.3% | 34 | +28 | 0.11% | Q4 2025 | Jan 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 22,323 | 610 | 0.0% | 0.0% | 35 | +899 | 4.2% | Q4 2025 | Feb 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 21,053 | 576 | 0.0% | — | 36 | +21,053 | New | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 18,743 | 512 | 0.0% | 0.0% | 37 | +4,400 | 30.68% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | New | 18,128 | 495 | 0.0% | — | 38 | +18,128 | New | Q4 2025 | Feb 17, 2026 |
| Capula Management Ltd | History | Added to | 18,090 | 494 | 0.0% | 0.0% | 39 | +3,510 | 24.07% | Q4 2025 | Feb 13, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 17,000 | 465 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 16,549 | 452 | 0.02% | — | 41 | +16,549 | New | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 15,504 | 424 | 0.0% | 0.0% | 42 | -2,812 | -15.35% | Q4 2025 | Mar 20, 2026 |
| Sigma Planning Corp | History | Added to | 15,160 | 414 | 0.01% | 0.01% | 43 | +7,334 | 93.71% | Q4 2025 | Jan 30, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | New | 14,781 | 404 | 0.0% | — | 44 | +14,781 | New | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | New | 13,340 | 364 | 0.01% | — | 45 | +13,340 | New | Q4 2025 | Jan 27, 2026 |
| LPL Financial LLC | History | Added to | 13,069 | 357 | 0.0% | 0.0% | 46 | +3,840 | 41.61% | Q4 2025 | Feb 11, 2026 |
| First Growth Capital LLC | History | New | 11,891 | 356 | 0.32% | — | 47 | +11,891 | New | Q4 2025 | Feb 19, 2026 |
| ROYAL BANK OF CANADA | History | New | 12,528 | 343 | 0.0% | — | 48 | +12,528 | New | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 10,592 | 289 | 0.0% | — | 49 | +10,592 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | New | 9,630 | 263 | 0.0% | — | 50 | +9,630 | New | Q4 2025 | Feb 19, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 9,307 | 254 | 0.01% | 0.01% | 51 | -1,700 | -15.44% | Q4 2025 | Feb 03, 2026 |
| Equitable Holdings, Inc. | History | Added to | 8,734 | 238 | 0.0% | 0.0% | 52 | +83 | 0.96% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,152 | 223 | 0.0% | — | 53 | +8,152 | New | Q4 2025 | Feb 17, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 8,096 | 221 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,000 | 164 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 5,900 | 161 | 0.0% | — | 56 | +5,900 | New | Q4 2025 | Jan 26, 2026 |
| AlphaCentric Advisors LLC | History | New | 5,566 | 152 | 0.15% | — | 57 | +5,566 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,966 | 108 | 0.0% | 0.0% | 58 | +10 | 0.25% | Q4 2025 | Feb 13, 2026 |
| BOCHK Asset Management Ltd | History | Added to | 2,800 | 76 | 0.02% | 0.01% | 59 | +2,000 | 250.0% | Q4 2025 | Jan 22, 2026 |
| Jessup Wealth Management, Inc | History | New | 2,629 | 71 | 0.02% | — | 60 | +2,629 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,641 | 44 | 0.0% | 0.0% | 61 | -110 | -6.28% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,500 | 41 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Blue Trust, Inc. | History | No change | 1,038 | 28 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 965 | 26 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 814 | 22 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DV Trading LLC | History | New | 600 | 16 | 0.0% | — | 66 | +600 | New | Q4 2025 | Feb 17, 2026 |
| Pacifica Partners Inc. | History | No change | 500 | 13 | 0.01% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| FMR LLC | History | Reduced | 189 | 5 | 0.0% | 0.0% | 68 | -77 | -28.95% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | New | 150 | 4 | 0.0% | — | 69 | +150 | New | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 131 | 3 | 0.0% | 0.0% | 70 | -430 | -76.65% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 75 | 2 | 0.0% | — | 75 | +75 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 100 | 2 | 0.0% | 0.0% | 71 | -5 | -4.76% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 85 | 2 | 0.0% | 0.0% | 76 | +1 | 1.19% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 90 | 2 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 75 | 2 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 96 | 2 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stephens Consulting, LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Cullen Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -68,275 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,374 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,906 | -100.0% | Q3 2025 | Oct 31, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,521 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INNEALTA CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -8,431 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,811 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2025 | Mar 31, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -435 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Nov 18, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |