iShares, Inc. - POWR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | History | New | 3,725,393 | 104,162 | 0.27% | — | 1 | +3,725,393 | New | Q2 2026 | Aug 14, 2026 |
| Parcion Private Wealth LLC | History | New | 1,508,705 | 42,183 | 2.34% | — | 2 | +1,508,705 | New | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | Added to | 855,929 | 23,931 | 0.01% | 0.0% | 3 | +400,658 | 88.0% | Q2 2026 | Aug 07, 2026 |
| FFG Partners, LLC | History | New | 398,150 | 11,132 | 3.16% | — | 4 | +398,150 | New | Q2 2026 | Jul 09, 2026 |
| PALLADIEM, LLC | History | New | 193,772 | 5,417 | 5.25% | — | 5 | +193,772 | New | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 181,007 | 5,060 | 0.0% | 0.0% | 6 | +94,087 | 108.25% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 175,163 | 4,897 | 0.01% | 0.0% | 7 | +143,864 | 459.64% | Q2 2026 | Jul 29, 2026 |
| Focus Financial Network, Inc. | History | New | 132,684 | 3,709 | 0.11% | — | 8 | +132,684 | New | Q2 2026 | Jul 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 114,855 | 3,211 | 0.02% | 0.01% | 9 | +9,235 | 8.74% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 98,133 | 2,743 | 0.0% | 0.0% | 10 | +57,831 | 143.49% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Added to | 92,360 | 2,582 | 0.1% | 0.11% | 11 | +13,200 | 16.68% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 86,330 | 2,379 | 0.0% | 0.0% | 12 | +45,817 | 113.09% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 76,807 | 2,148 | 0.0% | 0.0% | 13 | +45,727 | 147.13% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 72,026 | 2,013 | 0.0% | 0.0% | 14 | +37,778 | 110.31% | Q2 2026 | Aug 03, 2026 |
| ARS Investment Partners, LLC | History | Added to | 70,801 | 1,979 | 0.09% | 0.1% | 15 | +635 | 0.9% | Q2 2026 | Jul 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 67,499 | 1,887 | 0.0% | 0.0% | 16 | +50,326 | 293.05% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 66,806 | 1,867 | 0.0% | — | 17 | +66,806 | New | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 63,621 | 1,778 | 0.0% | 0.0% | 18 | +25,665 | 67.62% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 59,637 | 1,667 | 0.0% | 0.0% | 19 | +15,263 | 34.4% | Q2 2026 | Aug 07, 2026 |
| Lionsbridge Wealth Management LLC | History | New | 57,096 | 1,596 | 1.57% | — | 20 | +57,096 | New | Q2 2026 | Aug 05, 2026 |
| Mezzasalma Advisors, LLC | History | New | 55,795 | 1,560 | 0.31% | — | 21 | +55,795 | New | Q2 2026 | Aug 10, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 53,132 | 1,485 | 0.14% | 0.14% | 22 | -113 | -0.21% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 51,783 | 1,447 | 0.02% | 0.02% | 23 | +3,237 | 6.67% | Q2 2026 | Aug 12, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 48,621 | 1,359 | 0.4% | — | 24 | +48,621 | New | Q2 2026 | Jul 23, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 46,585 | 1,302 | 0.0% | 0.0% | 25 | -1,298 | -2.71% | Q2 2026 | Aug 04, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 45,324 | 1,267 | 0.82% | 0.96% | 26 | -8,201 | -15.32% | Q2 2026 | Jul 24, 2026 |
| Thompson David Blair | History | Added to | 44,590 | 1,246 | 0.62% | 0.48% | 27 | +12,747 | 40.03% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | New | 42,730 | 1,194 | 0.01% | — | 28 | +42,730 | New | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | New | 40,430 | 1,130 | 0.0% | — | 29 | +40,430 | New | Q2 2026 | Jul 28, 2026 |
| Planned Solutions, Inc. | History | Reduced | 38,044 | 1,063 | 0.3% | 0.33% | 30 | -129 | -0.34% | Q2 2026 | Jul 13, 2026 |
| James J. Burns & Company, LLC | History | New | 36,511 | 1,020 | 0.11% | — | 31 | +36,511 | New | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | New | 35,906 | 1,003 | 0.02% | — | 32 | +35,906 | New | Q2 2026 | Jul 31, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 34,431 | 962 | 0.28% | 0.34% | 33 | -4,774 | -12.18% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 32,950 | 921 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 31,304 | 875 | 0.08% | 0.09% | 35 | -701 | -2.19% | Q2 2026 | Jul 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 29,522 | 825 | 0.0% | — | 36 | +29,522 | New | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 28,172 | 787 | 0.0% | 0.0% | 37 | +12,773 | 82.95% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 26,988 | 754 | 0.0% | — | 38 | +26,988 | New | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 26,649 | 745 | 0.0% | 0.0% | 39 | -8,518 | -24.22% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 26,484 | 740 | 0.03% | 0.05% | 40 | -35,614 | -57.35% | Q2 2026 | Aug 14, 2026 |
| Creekside Partners | History | No change | 25,000 | 699 | 0.25% | 0.27% | 41 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 24,461 | 683 | 0.0% | — | 42 | +24,461 | New | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | New | 23,108 | 646 | 0.04% | — | 43 | +23,108 | New | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | New | 22,825 | 638 | 0.01% | — | 44 | +22,825 | New | Q2 2026 | Aug 06, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 21,775 | 608 | 0.08% | — | 45 | +21,775 | New | Q2 2026 | Jul 24, 2026 |
| M Wealth Management, LLC | History | No change | 19,309 | 539 | 0.42% | 0.43% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Blueprint, LLC | History | Added to | 16,143 | 451 | 0.02% | 0.01% | 47 | +6,963 | 75.85% | Q2 2026 | Jul 23, 2026 |
| Summit Wealth Partners, LLC | History | New | 15,351 | 429 | 0.06% | — | 48 | +15,351 | New | Q2 2026 | Aug 03, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 15,000 | 419 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 14,600 | 408 | 0.02% | — | 50 | +14,600 | New | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 14,362 | 401 | 0.0% | — | 51 | +14,362 | New | Q2 2026 | Aug 04, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 14,285 | 399 | 0.08% | 0.06% | 52 | +2,949 | 26.01% | Q2 2026 | Aug 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 14,736 | 386 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CITADEL ADVISORS LLC | History | New | 13,700 | 383 | 0.0% | — | 54 | +13,700 | New | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | History | New | 10,826 | 302 | 0.0% | — | 55 | +10,826 | New | Q2 2026 | Aug 17, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 10,455 | 292 | 0.13% | 0.22% | 56 | -3,935 | -27.35% | Q2 2026 | Jul 21, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 9,945 | 278 | 0.0% | — | 57 | +9,945 | New | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 8,472 | 236 | 0.03% | — | 58 | +8,472 | New | Q2 2026 | Jul 10, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 8,402 | 234 | 0.0% | 0.0% | 59 | -256 | -2.96% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,830 | 218 | 0.0% | 0.05% | 60 | -320,389 | -97.61% | Q2 2026 | Aug 03, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 7,506 | 209 | 0.16% | 0.16% | 61 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CARLSON FINANCIAL, INC. | History | New | 7,452 | 208 | 0.11% | — | 62 | +7,452 | New | Q2 2026 | Aug 24, 2026 |
| Tidemark, LLC | History | Added to | 5,194 | 145 | 0.03% | 0.03% | 63 | +158 | 3.14% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | New | 4,029 | 112 | 0.0% | — | 64 | +4,029 | New | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 3,883 | 108 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | Added to | 3,722 | 104 | 0.0% | 0.0% | 67 | +3,122 | 520.33% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 4,000 | 104 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 3,450 | 96 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elequin Capital, LP | History | New | 2,599 | 72 | 0.0% | — | 69 | +2,599 | New | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 1,899 | 53 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,340 | 37 | 0.0% | 0.0% | 71 | +497 | 58.96% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 1,016 | 28 | 0.0% | — | 72 | +1,016 | New | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 960 | 26 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | New | 892 | 24 | 0.0% | — | 74 | +892 | New | Q2 2026 | Aug 05, 2026 |
| Caitlin John, LLC | History | No change | 819 | 22 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 478 | 13 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 480 | 13 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | New | 455 | 12 | 0.0% | — | 79 | +455 | New | Q2 2026 | Jul 16, 2026 |
| Security National Bank | History | No change | 450 | 12 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 402 | 11 | 0.01% | — | 82 | +402 | New | Q2 2026 | Jul 02, 2026 |
| Gould Capital, LLC | History | New | 400 | 11 | 0.01% | — | 81 | +400 | New | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 400 | 11 | 0.0% | 0.0% | 80 | -64 | -13.79% | Q2 2026 | Aug 12, 2026 |
| Leo H. Evart, Inc. | History | Added to | 359 | 10 | 0.01% | 0.01% | 83 | +1 | 0.28% | Q2 2026 | Aug 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 376 | 9 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | New | 256 | 7 | 0.0% | — | 85 | +256 | New | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 219 | 6 | 0.0% | 0.0% | 86 | +50 | 29.59% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 230 | 6 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 200 | 5 | 0.0% | — | 88 | +200 | New | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | New | 130 | 3 | 0.0% | — | 89 | +130 | New | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 100 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triumph Capital Management | History | No change | 100 | 2 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 108 | 2 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 37 | 1 | 0.0% | — | 95 | +37 | New | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 59 | 1 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sculati Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,180 | -100.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,687 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q2 2026 | Aug 14, 2026 |