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 | No change | 3,725,393 | 104,162 | 0.27% | 0.27% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 1,495,082 | 36,151 | 1.96% | 2.34% | 2 | -13,623 | -0.9% | Q3 2026 | Oct 28, 2026 |
| LPL Financial LLC | History | No change | 855,929 | 23,931 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PALLADIEM, LLC | History | No change | 193,772 | 5,417 | 5.25% | 5.25% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 181,007 | 5,060 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 142,097 | 3,435 | 0.1% | 0.11% | 6 | +9,413 | 7.09% | Q3 2026 | Oct 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 114,855 | 3,211 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 98,133 | 2,743 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 86,330 | 2,379 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | New | 95,720 | 2,336 | 0.02% | — | 10 | +95,720 | New | Q3 2026 | Oct 28, 2026 |
| StoneX Group Inc. | History | Added to | 94,310 | 2,280 | 0.08% | 0.1% | 11 | +1,950 | 2.11% | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 76,807 | 2,148 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 87,800 | 2,123 | 0.0% | 0.01% | 13 | -87,363 | -49.88% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 72,026 | 2,013 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ARS Investment Partners, LLC | History | No change | 70,801 | 1,979 | 0.09% | 0.09% | 15 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 67,499 | 1,887 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 66,806 | 1,867 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 63,621 | 1,778 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 59,637 | 1,667 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 51,783 | 1,447 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fisher Asset Management, LLC | History | No change | 46,585 | 1,302 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 51,930 | 1,255 | 0.38% | 0.4% | 22 | +3,309 | 6.81% | Q3 2026 | Oct 14, 2026 |
| Thompson David Blair | History | No change | 44,590 | 1,246 | 0.62% | 0.62% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 51,082 | 1,235 | 0.16% | 0.08% | 24 | +29,307 | 134.59% | Q3 2026 | Oct 16, 2026 |
| Private Advisor Group, LLC | History | No change | 42,730 | 1,194 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 46,390 | 1,121 | 0.0% | 0.0% | 26 | +5,960 | 14.74% | Q3 2026 | Nov 02, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 44,031 | 1,064 | 0.74% | 0.82% | 27 | -1,293 | -2.85% | Q3 2026 | Oct 23, 2026 |
| James J. Burns & Company, LLC | History | Added to | 42,828 | 1,035 | 0.11% | 0.11% | 28 | +6,317 | 17.3% | Q3 2026 | Oct 22, 2026 |
| Arrowroot Family Office, LLC | History | No change | 34,431 | 962 | 0.28% | 0.28% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 32,950 | 921 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 38,044 | 919 | 0.02% | 0.02% | 31 | +2,138 | 5.95% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 33,847 | 818 | 0.0% | 0.0% | 32 | +4,325 | 14.65% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 28,172 | 787 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 26,988 | 754 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 26,649 | 745 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 26,484 | 740 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 28,443 | 687 | 0.08% | 0.08% | 37 | -2,861 | -9.14% | Q3 2026 | Oct 19, 2026 |
| JANE STREET GROUP, LLC | History | No change | 24,461 | 683 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 22,825 | 638 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creekside Partners | History | No change | 25,000 | 604 | 0.22% | 0.25% | 40 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Planned Solutions, Inc. | History | Reduced | 20,172 | 487 | 0.13% | 0.3% | 41 | -17,872 | -46.98% | Q3 2026 | Oct 19, 2026 |
| M Wealth Management, LLC | History | No change | 19,309 | 466 | 0.36% | 0.42% | 42 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 18,774 | 453 | 0.01% | 0.0% | 43 | +8,829 | 88.78% | Q3 2026 | Oct 21, 2026 |
| Summit Wealth Partners, LLC | History | No change | 15,351 | 429 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Blueprint, LLC | History | Added to | 17,462 | 422 | 0.02% | 0.02% | 45 | +1,319 | 8.17% | Q3 2026 | Oct 22, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 15,000 | 419 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 14,362 | 401 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 16,134 | 390 | 0.0% | — | 48 | +16,134 | New | Q3 2026 | Oct 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 13,700 | 383 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 14,293 | 345 | 0.06% | 0.08% | 50 | +8 | 0.06% | Q3 2026 | Oct 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,826 | 302 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Keeler Thomas Management LLC | History | New | 12,381 | 299 | 0.12% | — | 52 | +12,381 | New | Q3 2026 | Oct 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 11,600 | 280 | 0.01% | 0.02% | 53 | -3,000 | -20.55% | Q3 2026 | Oct 23, 2026 |
| MATAURO, LLC | History | New | 10,907 | 263 | 0.03% | — | 54 | +10,907 | New | Q3 2026 | Nov 03, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 10,476 | 253 | 0.11% | 0.13% | 55 | +21 | 0.2% | Q3 2026 | Oct 16, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 10,000 | 241 | 0.05% | — | 56 | +10,000 | New | Q3 2026 | Nov 03, 2026 |
| AE Wealth Management LLC | History | No change | 7,830 | 218 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 7,452 | 208 | 0.11% | 0.11% | 58 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 8,472 | 204 | 0.02% | 0.03% | 59 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 7,506 | 181 | 0.14% | 0.16% | 60 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Tidemark, LLC | History | No change | 5,194 | 145 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,688 | 137 | 0.0% | 0.0% | 62 | +1,659 | 41.18% | Q3 2026 | Nov 04, 2026 |
| LRI Investments, LLC | History | No change | 3,883 | 108 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | No change | 3,722 | 104 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 3,450 | 96 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elequin Capital, LP | History | No change | 2,599 | 72 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 1,899 | 53 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,340 | 37 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,016 | 28 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathway Financial Advisers, LLC | History | New | 1,114 | 26 | 0.01% | — | 70 | +1,114 | New | Q3 2026 | Oct 26, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 955 | 23 | 0.0% | 0.0% | 72 | +500 | 109.89% | Q3 2026 | Oct 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 960 | 23 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Caitlin John, LLC | History | No change | 819 | 22 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Parallel Advisors, LLC | History | No change | 892 | 21 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | New | 750 | 18 | 0.0% | — | 75 | +750 | New | Q3 2026 | Oct 08, 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 |
| TD Waterhouse Canada Inc. | History | Added to | 530 | 12 | 0.0% | 0.0% | 78 | +400 | 307.69% | Q3 2026 | Oct 16, 2026 |
| US BANCORP \DE\ | History | No change | 400 | 11 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gould Capital, LLC | History | No change | 400 | 11 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 402 | 11 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Security National Bank | History | No change | 450 | 10 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Leo H. Evart, Inc. | History | No change | 359 | 10 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SHP Wealth Management | History | No change | 256 | 7 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 219 | 6 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 230 | 6 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 221 | 5 | 0.0% | — | 88 | +221 | New | Q3 2026 | Nov 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 200 | 5 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 100 | 2 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Triumph Capital Management | History | No change | 100 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 108 | 2 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | New | 80 | 1 | 0.0% | — | 95 | +80 | New | Q3 2026 | Oct 09, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 37 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | 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% | Q3 2026 | Oct 16, 2026 |
| FFG Partners, LLC | History | Closed out | 0 | 0 | — | 3.16% | — | -398,150 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Lionsbridge Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.57% | — | -57,096 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Mezzasalma Advisors, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -55,795 | -100.0% | Q3 2026 | Oct 14, 2026 |
| RATIONAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -53,132 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -23,108 | -100.0% | Q3 2026 | Oct 28, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,402 | -100.0% | Q3 2026 | Oct 27, 2026 |