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-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 717,036 | 26,472 | 0.1% | — | 1 | +717,036 | New | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 448,143 | 16,545 | 0.0% | 0.0% | 2 | +44,588 | 11.05% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 412,299 | 15,222 | 0.0% | 0.0% | 3 | +53,091 | 14.78% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 361,133 | 13,333 | 0.0% | 0.0% | 4 | +10,119 | 2.88% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 302,148 | 11,155 | 0.14% | 0.14% | 5 | -1,723 | -0.57% | Q1 2026 | May 08, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 265,511 | 9,802 | 0.01% | 0.01% | 6 | -86,521 | -24.58% | Q1 2026 | Apr 22, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 185,267 | 6,840 | 1.33% | 1.5% | 7 | -612 | -0.33% | Q1 2026 | May 15, 2026 |
| Friedenthal Financial | History | Reduced | 136,747 | 5,048 | 2.53% | 2.44% | 8 | -15 | -0.01% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 134,417 | 4,962 | 0.0% | 0.0% | 9 | +105,846 | 370.47% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 116,425 | 4,298 | 0.0% | 0.0% | 10 | +598 | 0.52% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | New | 105,643 | 3,900 | 0.01% | — | 11 | +105,643 | New | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 96,291 | 3,555 | 0.0% | 0.0% | 12 | +23,873 | 32.97% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 77,731 | 2,869 | 0.14% | — | 13 | +77,731 | New | Q1 2026 | Apr 28, 2026 |
| LPL Financial LLC | History | Added to | 67,698 | 2,499 | 0.0% | 0.0% | 14 | +12,425 | 22.48% | Q1 2026 | May 06, 2026 |
| Forefront Analytics, LLC | History | Reduced | 58,540 | 2,161 | 1.97% | 1.85% | 15 | -1,629 | -2.71% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 40,916 | 1,506 | 0.0% | 0.0% | 16 | +15,938 | 63.81% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | No change | 35,133 | 1,297 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 32,460 | 1,198 | 0.0% | — | 18 | +32,460 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 26,890 | 992 | 0.0% | 0.0% | 19 | -1,769 | -6.17% | Q1 2026 | May 05, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 19,162 | 707 | 0.59% | 0.3% | 20 | +1,719 | 9.85% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 17,673 | 652 | 0.04% | 0.05% | 21 | -635,506 | -97.29% | Q1 2026 | May 12, 2026 |
| Wharton Business Group, LLC | History | Reduced | 16,300 | 601 | 0.02% | 0.02% | 22 | -1,225 | -6.99% | Q1 2026 | May 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 13,559 | 501 | 0.0% | 0.0% | 23 | +462 | 3.53% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,736 | 396 | 0.01% | 0.01% | 24 | -1,234 | -10.31% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 9,985 | 368 | 0.0% | 0.0% | 25 | -602 | -5.69% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | No change | 9,775 | 360 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,099 | 335 | 0.0% | 0.0% | 27 | -21,276 | -70.04% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | No change | 8,914 | 329 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 8,173 | 301 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Reduced | 7,358 | 271 | 0.0% | 0.0% | 30 | -530 | -6.72% | Q1 2026 | May 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,880 | 254 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,548 | 168 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,775 | 139 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,000 | 110 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,977 | 109 | 0.01% | 0.02% | 35 | -1,393 | -31.88% | Q1 2026 | Apr 28, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 2,030 | 74 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,434 | 52 | 0.0% | 0.0% | 37 | -13 | -0.9% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 1,246 | 46 | 0.0% | 0.0% | 38 | +33 | 2.72% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 700 | 25 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 614 | 22 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 550 | 20 | 0.0% | — | 41 | +550 | New | Q1 2026 | May 07, 2026 |
| Whipplewood Advisors, LLC | History | No change | 358 | 13 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | No change | 303 | 11 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 212 | 7 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 201 | 6 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 128 | 4 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,253 | -100.0% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,666 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,203 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -603 | -100.0% | Q1 2026 | Apr 30, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q1 2026 | May 04, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | May 08, 2026 |