iShares, Inc. - HEEM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 653,179 | 22,704 | 0.05% | 0.06% | 1 | -24,297 | -3.59% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 403,555 | 14,027 | 0.0% | 0.0% | 2 | +31,802 | 8.55% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 359,208 | 12,486 | 0.0% | 0.0% | 3 | +5,216 | 1.47% | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 352,032 | 12,236 | 0.01% | 0.01% | 4 | +3,735 | 1.07% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 351,014 | 12,201 | 0.0% | 0.0% | 5 | +5,890 | 1.71% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 303,871 | 10,562 | 0.14% | 0.14% | 6 | +1,327 | 0.44% | Q4 2025 | Feb 09, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 185,879 | 6,461 | 1.5% | 1.19% | 7 | +1,729 | 0.94% | Q4 2025 | Feb 17, 2026 |
| Friedenthal Financial | History | Reduced | 136,762 | 4,753 | 2.44% | 2.41% | 8 | -1,779 | -1.28% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 115,827 | 4,026 | 0.0% | 0.0% | 9 | -1,363 | -1.16% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 72,418 | 2,517 | 0.0% | — | 10 | +72,418 | New | Q4 2025 | Feb 12, 2026 |
| Forefront Analytics, LLC | History | Added to | 60,169 | 2,091 | 1.85% | 1.57% | 11 | +11,714 | 24.18% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 55,273 | 1,921 | 0.0% | 0.0% | 12 | +3,327 | 6.4% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Reduced | 35,133 | 1,221 | 0.01% | 0.01% | 13 | -13,901 | -28.35% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 30,375 | 1,055 | 0.0% | 0.0% | 14 | -648 | -2.09% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 28,659 | 996 | 0.0% | 0.0% | 15 | +1,032 | 3.74% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 28,571 | 993 | 0.0% | 0.0% | 16 | +2,590 | 9.97% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 24,978 | 868 | 0.0% | 0.0% | 17 | -1,270 | -4.84% | Q4 2025 | Feb 17, 2026 |
| Wharton Business Group, LLC | History | Reduced | 17,525 | 609 | 0.02% | 0.05% | 18 | -13,965 | -44.35% | Q4 2025 | Feb 11, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 17,443 | 606 | 0.3% | 0.34% | 19 | +65 | 0.37% | Q4 2025 | Feb 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,253 | 530 | 0.0% | 0.0% | 20 | +1,806 | 13.43% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 13,666 | 475 | 0.0% | 0.0% | 21 | -4,325 | -24.04% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 13,097 | 455 | 0.0% | 0.0% | 22 | +1,820 | 16.14% | Q4 2025 | Jan 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,970 | 416 | 0.01% | 0.01% | 23 | -347 | -2.82% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 10,587 | 368 | 0.0% | 0.0% | 24 | +847 | 8.7% | Q4 2025 | Feb 18, 2026 |
| Prospera Financial Services Inc | History | No change | 9,775 | 339 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | No change | 8,914 | 309 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 8,173 | 284 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Atria Investments, Inc | History | Added to | 7,888 | 274 | 0.0% | 0.0% | 28 | +1,316 | 20.02% | Q4 2025 | Feb 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 7,203 | 250 | 0.01% | 0.01% | 29 | -12,462 | -63.37% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,880 | 239 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,548 | 158 | 0.0% | — | 31 | +4,548 | New | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 4,370 | 151 | 0.02% | 0.02% | 32 | -1,687 | -27.85% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,775 | 131 | 0.0% | 0.0% | 33 | -232 | -5.79% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,000 | 104 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Harbor Asset Planning, Inc. | History | New | 2,030 | 70 | 0.06% | — | 35 | +2,030 | New | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,447 | 50 | 0.0% | 0.0% | 36 | -32 | -2.16% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Reduced | 1,213 | 42 | 0.0% | 0.0% | 37 | -50 | -3.96% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 700 | 24 | 0.01% | — | 38 | +700 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 603 | 20 | 0.0% | — | 39 | +603 | New | Q4 2025 | Feb 13, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 358 | 12 | 0.01% | 0.32% | 40 | -14,216 | -97.54% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | New | 303 | 10 | 0.0% | — | 41 | +303 | New | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 212 | 7 | 0.0% | 0.0% | 42 | -62 | -22.63% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 201 | 6 | 0.0% | 0.0% | 43 | -47 | -18.95% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 128 | 4 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | New | 107 | 3 | 0.0% | — | 45 | +107 | New | Q4 2025 | Jan 23, 2026 |
| SYM FINANCIAL Corp | History | New | 72 | 2 | 0.0% | — | 46 | +72 | New | Q4 2025 | Feb 13, 2026 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -47,743 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,303 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,248 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,074 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,105 | -100.0% | Q3 2025 | Nov 12, 2025 |