13F

Stock

Ishares Inc

Ticker not mapped · held by 86 managers

Reported value

$124.4M

Holders

86

+10 new · −17 exited

Holders’ est. mark

−$1.07M

Price effect on 73 books still in the name

Largest holder

$39.1M

BANK OF AMERICA CORP /DE/

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BANK OF AMERICA CORP /DE/802.2K$39.1M−$398.1KAdded$656.7K
WELLINGTON MANAGEMENT GROUP LLP284.5K$13.9M−$145.1KCut−$329.5K
Marotta Asset Management204.2K$10.1M$65KAdded$114.3K
MORGAN STANLEY113.2K$5.51M−$57.7KCut−$453.4K
BlackRock, Inc.105.2K$5.12M−$53.6KCut−$8.34M
SYON CAPITAL LLC89.2K$4.35M−$45.5KCut−$201.9K
EVERGREEN CAPITAL MANAGEMENT LLC84.3K$4.11M−$39.9KAdded$252.2K
LPL Financial LLC74.6K$3.63M−$38KCut−$136.5K
WELLS FARGO & COMPANY/MN63.2K$3.08M−$20.9KAdded$1.06M
ROYAL BANK OF CANADA62.6K$3.05M−$31.7KCut−$5.4M
HighTower Advisors, LLC59.3K$2.89M−$30.2KCut−$374.8K
NEW VERNON CAPITAL HOLDINGS II LLC58K$2.82M−$29.6KCut−$129K
UBS Group AG44K$2.14M−$22.4KCut−$3.39M
JPMORGAN CHASE & CO41.6K$1.96M−$17.2KAdded$1.57M
D. E. Shaw & Co., Inc.39.5K$1.92M−$20.1KCut−$25.1K
GOLDMAN SACHS GROUP INC35.2K$1.71M−$18KCut−$2.42M
Empowered Funds, LLC29.7K$1.45MNew
DRW Securities, LLC28.5K$1.39M−$6.89KAdded$724.2K
Obsido Oy25.8K$1.25M−$13KCut−$1.71K
CONTRAVISORY INVESTMENT MANAGEMENT, INC.22.8K$1.11M−$11.6KCut−$65.4K
Legacy Capital Group California, Inc.22.6K$1.1M−$11.5KCut−$65.3K
Bridgewater Advisors Inc.17.7K$897.3K−$13.8KCut−$13.8K
Mount Lucas Management LP17.2K$835.7K−$8.75KCut−$46.9K
PNC Financial Services Group, Inc.16.4K$799.4K−$7.33KAdded$92K
Idaho Trust Co15K$732.1K−$7.52KCut−$262.1K
AMERIPRISE FINANCIAL INC14.9K$724.5K−$6.62KAdded$85.7K
INNEALTA CAPITAL, LLC14.1K$685.9K−$7.18KCut−$283.1K
SIMON QUICK ADVISORS, LLC11.6K$564.9K−$5.91KCut−$19.9K
EP Wealth Advisors, LLC11.4K$554.4K−$5.8KCut−$26.8K
CITIGROUP INC10.7K$520.8K−$5.45KCut−$5.45K
HSBC HOLDINGS PLC8.89K$433.1K−$4.53KCut−$65.1K
OSAIC HOLDINGS, INC.6.87K$334.6K−$183Added$322.3K
M&T Bank Corp6.83K$332.8K−$3.48KCut−$62.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP6.71K$327K−$3.42KCut−$446K
Vontobel Holding Ltd.6.66K$324.5K−$3.4KCut−$3.4K
Cresset Asset Management, LLC6.41K$312.5K−$3.27KCut−$3.27K
MILLENNIUM MANAGEMENT LLC5.98K$291.2KNew
Viewpoint Capital Management LLC5.68K$276.7K−$2.9KCut−$2.9K
Avestar Capital, LLC5.51K$268.4K−$2.6KAdded$17.8K
ENVESTNET ASSET MANAGEMENT INC5.2K$253.2K−$2.63KCut−$7.8K
JANE STREET GROUP, LLC5.17K$251.9KNew
LMCG INVESTMENTS, LLC5.08K$247.4K−$2.57KCut−$7.25K
Lunt Capital Management, Inc.4.93K$240.3K−$2.52KCut−$2.76K
Old Peak Finance LLC4.88K$238K−$2.49KCut−$20.4K
Henrickson Nauta Wealth Advisors, Inc.4.81K$234.2K−$6.71KCut−$247.5K
TIEMANN INVESTMENT ADVISORS, LLC4.55K$221.7K−$2.32KCut−$2.32K
Cerity Partners LLC4.47K$217.9K−$2.28KCut−$2.28K
Elm3 Financial Group, LLC4.31K$210.1K−$2.2KCut−$30.5K
Arax Advisory Partners4.11K$200.2K−$2.1KCut−$2.1K
Glass Jacobson Investment Advisors llc3.2K$155.9K−$1.63KCut−$1.63K
Purpose Unlimited Inc.3.02K$141.7KNew
RHUMBLINE ADVISERS2.76K$134.5K−$1.41KCut−$1.41K
AlphaCentric Advisors LLC2.71K$131.9K−$1.38KCut−$2.42K
Qube Research & Technologies Ltd2.51K$122.3K−$1.28KCut−$389.4K
BNP PARIBAS FINANCIAL MARKETS1.79K$87.5K−$916Cut−$916
Versant Capital Management, Inc1.2K$58.5K−$612Cut−$612
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1.08K$52.7K−$402Added$13.9K
Fidelity940$45.8K−$388Added$5.17K
Steward Partners Investment Advisory, LLC810$39.5K−$414Cut−$6.27K
Rockefeller Capital Management L.P.747$36.4K−$377Cut−$4.22K
Ashton Thomas Private Wealth, LLC695$33.9KNew
MassMutual Private Wealth & Trust, FSB484$23.6K−$248Cut−$986
MONTAG A & ASSOCIATES INC460$22.4K−$234Cut−$234
IFP Advisors, Inc453$22.1K−$218Added$1.05K
NBT BANK N A /NY414$20.2K−$211Cut−$211
JONES FINANCIAL COMPANIES LLLP412$19.3K−$965Cut−$10.7K
Federation des caisses Desjardins du Quebec361$17.6K−$184Cut−$184
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC322$15.7KNew
BAYBAN267$13K−$136Cut−$136
HOWE & RUSLING INC251$12.2KNew
BLAIR WILLIAM & CO/IL250$12.2K−$128Cut−$128
Breakwater Investment Management169$8.23K−$86Cut−$86
FIFTH THIRD BANCORP107$5.21KNew
CWM, LLC87$4.25K$4.24KAdded$4.24K
Geneos Wealth Management Inc.51$2.48K−$26Cut−$26
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC29$1.44K$9Added$9
PRIVATE TRUST CO NA28$1.36K−$14Cut−$14
ATLAS CAPITAL ADVISORS INC.27$1.31KNew
Axiom Investment Management LLC25$1.22KHeld
Blue Trust, Inc.12$585−$6Added$43
TORONTO DOMINION BANK9$438−$5Cut−$5
BARCLAYS PLC9$438−$5Cut−$5
CoreCap Advisors, LLC5$244−$2Cut−$2
VANGUARD ADVISERS INC2$97Held
Covestor Ltd27$1New
OGOREK ANTHONY JOSEPH /NY/ /ADV0$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.