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 | 1,893,111 | 53,783 | 0.18% | 0.2% | 1 | -300,833 | -13.71% | Q1 2026 | May 15, 2026 |
| USS Investment Management Ltd | History | Reduced | 956,978 | 27,178 | 0.11% | 0.15% | 2 | -224,558 | -19.01% | Q1 2026 | Apr 24, 2026 |
| Breakout Capital Partners, LP | History | Reduced | 787,278 | 22,366 | 12.86% | 15.37% | 3 | -1,420 | -0.18% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 663,224 | 18,530 | 0.0% | 0.0% | 4 | +283,113 | 74.48% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 635,534 | 18,055 | 0.0% | 0.0% | 5 | +72,595 | 12.9% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 421,471 | 11,973 | 0.0% | 0.0% | 6 | +413,319 | 5070.15% | Q1 2026 | May 15, 2026 |
| SUN LIFE FINANCIAL INC | History | Added to | 407,241 | 11,569 | 0.66% | 0.54% | 7 | +30,049 | 7.97% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 374,295 | 10,633 | 0.0% | 0.0% | 8 | -213,367 | -36.31% | Q1 2026 | May 05, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 369,421 | 10,495 | 2.45% | 2.41% | 9 | +4,623 | 1.27% | Q1 2026 | Apr 08, 2026 |
| Carrera Capital Advisors | History | Added to | 319,496 | 9,076 | 1.4% | 1.4% | 10 | +15,723 | 5.18% | Q1 2026 | May 04, 2026 |
| Point72 Asset Management, L.P. | History | New | 282,600 | 8,028 | 0.01% | — | 11 | +282,600 | New | Q1 2026 | May 15, 2026 |
| Cairn Investment Group, Inc. | History | Reduced | 263,785 | 7,494 | 3.73% | 3.45% | 12 | -1,915 | -0.72% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Reduced | 226,399 | 6,431 | 0.0% | 0.0% | 13 | -52,859 | -18.93% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 222,961 | 6,334 | 0.0% | — | 14 | +222,961 | New | Q1 2026 | May 12, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 216,707 | 6,156 | 0.13% | 0.13% | 15 | +10,525 | 5.1% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 216,707 | 6,156 | 0.11% | 0.12% | 16 | +10,525 | 5.1% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 198,136 | 5,629 | 0.0% | 0.0% | 17 | -10,387 | -4.98% | Q1 2026 | May 15, 2026 |
| Korea Investment CORP | History | No change | 188,143 | 5,345 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BCWM, LLC | History | Reduced | 134,527 | 3,821 | 1.08% | 1.2% | 19 | -11,670 | -7.98% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 121,353 | 3,447 | 0.0% | 0.0% | 20 | -15,109 | -11.07% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 104,264 | 2,962 | 0.04% | 0.04% | 21 | +27 | 0.03% | Q1 2026 | Apr 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 102,314 | 2,906 | 0.0% | 0.0% | 22 | +58,709 | 134.64% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 79,100 | 2,247 | 0.0% | 0.0% | 23 | +60,972 | 336.34% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 75,987 | 2,159 | 0.0% | 0.0% | 24 | +63,459 | 506.54% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 64,049 | 1,819 | 0.0% | 0.0% | 25 | +34,724 | 118.41% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Added to | 56,131 | 1,576 | 0.01% | 0.01% | 26 | +439 | 0.79% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 52,317 | 1,474 | 0.0% | 0.0% | 27 | -1,265 | -2.36% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 45,037 | 1,279 | 0.0% | 0.0% | 28 | +3,282 | 7.86% | Q1 2026 | May 14, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 40,000 | 1,136 | 0.01% | 0.01% | 29 | -14,000 | -25.93% | Q1 2026 | Apr 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 39,488 | 1,121 | 0.01% | 0.0% | 30 | +14,091 | 55.48% | Q1 2026 | May 15, 2026 |
| Mount Lucas Management LP | History | Reduced | 36,137 | 1,026 | 0.38% | 0.4% | 31 | -536 | -1.46% | Q1 2026 | May 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 35,306 | 1,003 | 0.01% | 0.0% | 32 | +14,253 | 67.7% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 27,323 | 776 | 0.0% | 0.0% | 33 | +23,357 | 588.93% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 26,281 | 746 | 0.0% | 0.0% | 34 | +3,958 | 17.73% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 23,775 | 675 | 0.0% | 0.0% | 35 | -14,450 | -37.8% | Q1 2026 | Apr 16, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 21,043 | 597 | 0.0% | 0.0% | 36 | +2,300 | 12.27% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 17,408 | 494 | 0.0% | 0.0% | 37 | +4,339 | 33.2% | Q1 2026 | May 06, 2026 |
| Sigma Planning Corp | History | Added to | 17,353 | 492 | 0.01% | 0.01% | 38 | +2,193 | 14.47% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Reduced | 17,031 | 483 | 0.0% | 0.0% | 39 | -14,076 | -45.25% | Q1 2026 | May 13, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 17,000 | 482 | 0.05% | 0.04% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 16,764 | 476 | 0.01% | 0.01% | 41 | +7,457 | 80.12% | Q1 2026 | Apr 27, 2026 |
| SIMPLEX TRADING, LLC | History | New | 16,475 | 468 | 0.0% | — | 42 | +16,475 | New | Q1 2026 | May 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 14,781 | 419 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Congress Park Capital LLC | History | New | 13,550 | 384 | 0.12% | — | 44 | +13,550 | New | Q1 2026 | Apr 14, 2026 |
| First Growth Capital LLC | History | Added to | 12,975 | 371 | 0.33% | 0.32% | 45 | +1,084 | 9.12% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 12,178 | 345 | 0.0% | 0.0% | 46 | +11,364 | 1396.07% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 10,310 | 292 | 0.0% | 0.0% | 47 | +680 | 7.06% | Q1 2026 | May 12, 2026 |
| INNEALTA CAPITAL, LLC | History | New | 8,792 | 249 | 0.15% | — | 48 | +8,792 | New | Q1 2026 | May 04, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 8,454 | 240 | 0.01% | 0.02% | 49 | -8,095 | -48.92% | Q1 2026 | May 07, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 8,096 | 230 | 0.12% | 0.1% | 50 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 7,773 | 212 | 0.0% | 0.0% | 51 | -961 | -11.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,000 | 170 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 5,704 | 162 | 0.16% | 0.15% | 53 | +138 | 2.48% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,194 | 119 | 0.0% | — | 54 | +4,194 | New | Q1 2026 | May 11, 2026 |
| Stelac Advisory Services LLC | History | New | 4,100 | 116 | 0.02% | — | 55 | +4,100 | New | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,056 | 58 | 0.0% | 0.0% | 56 | +556 | 37.07% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 1,641 | 46 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,336 | 37 | 0.0% | — | 58 | +1,332 | 33300.0% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | No change | 1,038 | 29 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | New | 969 | 27 | 0.0% | — | 61 | +969 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 965 | 27 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BOCHK Asset Management Ltd | History | Reduced | 800 | 22 | 0.0% | 0.02% | 62 | -2,000 | -71.43% | Q1 2026 | May 06, 2026 |
| Pacifica Partners Inc. | History | No change | 500 | 14 | 0.0% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | New | 12,820 | 12 | 0.0% | — | 64 | +12,820 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 275 | 7 | 0.0% | — | 66 | +275 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 264 | 7 | 0.0% | 0.0% | 65 | +75 | 39.68% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 183 | 5 | 0.0% | 0.0% | 67 | +98 | 115.29% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 100 | 2 | 0.0% | — | 72 | +100 | New | Q1 2026 | May 01, 2026 |
| Eukles Asset Management | History | New | 88 | 2 | 0.0% | — | 73 | +88 | New | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 93 | 2 | 0.0% | 0.0% | 70 | -3 | -3.13% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 100 | 2 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 90 | 2 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 75 | 2 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stephens Consulting, LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -110,000 | -100.0% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.01% | — | -86,400 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -70,056 | -100.0% | Q1 2026 | May 15, 2026 |
| Fluent Financial, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -66,557 | -100.0% | Q1 2026 | Apr 15, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -41,981 | -100.0% | Q1 2026 | May 11, 2026 |
| Cobblestone Asset Management LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -25,224 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -18,090 | -100.0% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,504 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,340 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,592 | -100.0% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,900 | -100.0% | Q1 2026 | May 04, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -2,629 | -100.0% | Q1 2026 | May 15, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 31 | 0 | — | 0.0% | — | -100 | -76.34% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 27, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |