13F

Stock

Ishares Inc

Ticker not mapped · held by 209 managers

Reported value

$573M

Holders

209

+28 new · −37 exited

Holders’ est. mark

−$27.7M

Price effect on 178 books still in the name

Largest holder

$93.8M

MORGAN STANLEY

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.36M$93.8M−$5.43MAdded$12.3M
BANK OF AMERICA CORP /DE/1.92M$76.1M−$5.43MCut−$6.42M
BlackRock, Inc.1.65M$65.4M−$3.62MAdded$11M
WELLS FARGO & COMPANY/MN646.6K$25.7M−$1.83MCut−$2.96M
Rice Partnership, LLC618.2K$24.5M−$1.75MCut−$6M
OLD MISSION CAPITAL LLC552.2K$21.9MNew
Lido Advisors, LLC485.8K$19.3M−$362.6KAdded$11.7M
UBS Group AG432K$17.1M−$690.8KAdded$6.76M
ROYAL BANK OF CANADA425.4K$16.9M−$1.2MCut−$13.7M
LPL Financial LLC387.1K$15.4M−$1.1MCut−$9.22M
Equitable Holdings, Inc.163.8K$13.2M$5.87MAdded$6.73M
SECURIAN ASSET MANAGEMENT, INC265.8K$10.5M−$752.2KCut−$2.07M
JANE STREET GROUP, LLC257.8K$10.2M−$729.6KCut−$10.2M
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.240.3K$9.48M−$666.5KAdded$491.2K
Allspring Global Investments Holdings, LLC218.8K$8.68M−$619.3KCut−$7.32M
AMERIPRISE FINANCIAL INC199.6K$7.92M−$564.7KCut−$27.4M
WELLINGTON MANAGEMENT GROUP LLP172.6K$6.85M−$488.5KCut−$1.28M
JPMORGAN CHASE & CO169.1K$6.49M−$419.1KAdded$2.18M
HighTower Advisors, LLC153.4K$6.08M−$434.1KCut−$2.17M
Ameliora Wealth Management Ltd.124.4K$4.93M−$303.5KAdded$377.9K
Quadrature Capital Ltd120.3K$4.77M−$247.3KAdded$1.06M
Prostatis Group LLC89.8K$3.56M−$254KCut−$563.4K
GOLDMAN SACHS GROUP INC88.6K$3.51M−$250.6KCut−$1.61M
MMA ASSET MANAGEMENT LLC83.1K$3.3M−$232.1KCut−$189.9K
Vontobel Holding Ltd.81.8K$3.24M−$231.5KCut−$755.1K
Steward Partners Investment Advisory, LLC80.5K$3.2M−$227.9KCut−$1.72M
HOLLENCREST CAPITAL MANAGEMENT65.6K$2.6M−$185.3KCut−$181.3K
PATTEN & PATTEN INC/TN65.1K$2.58M−$169.2KAdded$42.1K
GTS SECURITIES LLC64.8K$2.57M−$93.3KAdded$1.17M
SUSQUEHANNA INTERNATIONAL GROUP, LLP58.4K$2.32M−$52.4KAdded$1.53M
FIDUCIARY FINANCIAL GROUP, LLC54.1K$2.15M−$153.1KCut−$574.7K
Idaho Trust Co52.2K$2.07M−$148.2KCut−$835.2K
ZACKS INVESTMENT MANAGEMENT51.8K$2.05M−$146.6KCut−$1.39M
3EDGE Asset Management, LP51K$1.96M−$218.5KCut−$14.8M
BigSur Wealth Management LLC49K$1.94M−$138.7KCut−$571.3K
RAYMOND JAMES FINANCIAL INC48.9K$1.94M−$115.6KAdded$204.5K
SCOTIA CAPITAL INC.48.3K$1.92M−$120.5KAdded$104.7K
Advocacy Wealth Management, LLC45.8K$1.82M−$113.2KAdded$115.7K
CAPITAL FUND MANAGEMENT S.A.45.2K$1.79M−$86.6KAdded$492.6K
Invesco Ltd.44.7K$1.77M−$106.1KAdded$181.1K
Viewpoint Capital Management LLC44.1K$1.75M−$122.2KCut−$87.7K
SBI Securities Co., Ltd.41.3K$1.64M−$117KCut−$4.35M
Strategic Financial Partners, Ltd.37.7K$1.5M−$106.7KCut−$609K
JONES FINANCIAL COMPANIES LLLP38.2K$1.46M−$107.8KAdded$420K
Citadel35.2K$1.4M−$99.7KCut−$219.6K
Caprock Group, LLC34.9K$1.38M−$63.8KAdded$426K
HSBC HOLDINGS PLC34.6K$1.37M−$95.8KCut−$67.9K
Sankala Group LLC35.7K$1.37M−$208KCut−$189.2K
Focus Partners Wealth34.5K$1.37M−$97.4KCut−$93.4K
Federation des caisses Desjardins du Quebec34.1K$1.35M−$17.9KAdded$1.08M
Global Endowment Management, LP33.5K$1.33M−$95KCut−$95K
Tradewinds Capital Management, LLC31.4K$1.25M−$89KCut−$89.6K
Dynamic Wealth Strategies, LLC29.6K$1.17M−$80.3KCut−$31.7K
OSAIC HOLDINGS, INC.29.4K$1.16M−$83.1KCut−$99.7K
Solstein Capital, LLC27.6K$1.1M−$56.5KAdded$247.9K
CITIGROUP INC26.9K$1.07M−$76.2KCut−$3.05M
Barry Investment Advisors, LLC25.5K$1.01M−$68.8KCut−$20.3K
Kohmann Bosshard Financial Services, LLC25.5K$1.01M−$72.3KCut−$72.3K
PINEBRIDGE INVESTMENTS LLC25.5K$1.01M−$72.1KCut−$72.1K
Mariner, LLC25.4K$1.01M−$71.9KCut−$246.5K
Merit Financial Group, LLC25.2K$999.4K−$71.3KCut−$663K
ENVESTNET ASSET MANAGEMENT INC25.1K$997.1K−$71.1KCut−$589.6K
Renaissance Technologies25K$991.8K−$70.7KCut−$708.3K
GFS Advisors, LLC25K$991.8K−$70.7KCut−$70.8K
Texas Yale Capital Corp.24.7K$979.3K−$69.9KCut−$69.9K
NATIONAL BANK OF CANADA /FI/24.2K$960.1K−$68.2KCut−$103.1K
Robertson Stephens Wealth Management, LLC23.8K$943.2K−$67.3KCut−$1.16M
Clear Harbor Asset Management, LLC22.3K$884.1K−$63.1KCut−$140.8K
Walleye Trading LLC21.7K$861.4KNew
Kovitz Investment Group Partners, LLC19.8K$784.7K−$46.7KAdded$83.5K
Mutual Advisors, LLC19.4K$768.5K−$53.3KCut−$32.3K
Trek Financial, LLC19.3K$766.5K−$35.6KAdded$232.5K
JAMES INVESTMENT RESEARCH, INC.19K$754.8K−$52.4KCut−$32.6K
Allie Family Office LLC18.2K$721.2K−$51.4KCut−$51.4K
TWO SIGMA SECURITIES, LLC18.1K$718.4KNew
Pathway Financial Advisors LLC17.5K$698.3K−$56.5KCut−$56.5K
BNP PARIBAS FINANCIAL MARKETS16.9K$672.2K−$28.5KAdded$243.5K
TWO SIGMA INVESTMENTS, LP15.5K$614.9K−$43.9KCut−$1.48M
HARBOUR INVESTMENT MANAGEMENT LLC15.2K$604.9K−$43.2KCut−$112.2K
LOM Asset Management Ltd15K$595K−$42.4KCut−$42.5K
Dynamic Advisor Solutions LLC14.5K$574.5K−$36.2KAdded$31.4K
COMMONWEALTH EQUITY SERVICES, LLC14.3K$568.9K−$39.1KCut−$17.9K
EVERGREEN CAPITAL MANAGEMENT LLC13.9K$552.8K−$36.7KAdded$2.42K
TWIN FOCUS CAPITAL PARTNERS, LLC13.5K$536.5K−$30.2KAdded$82.9K
Evelyn Partners Investment Management (Europe) Ltd13.4K$529.8K−$35.9KCut−$9.4K
Curat Global, LLC13.3K$527.6K−$37.6KCut−$37.6K
BFI Infinity Ltd.13.2K$522.4K−$37.3KCut−$37.3K
Integrated Wealth Concepts LLC12.3K$489.7K−$34.9KCut−$104.1K
Creative Planning12.1K$480KNew
Dorsey Wright & Associates11.1K$439.6KNew
Brookstone Capital Management10.5K$417.8K−$29.8KCut−$80.3K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO10.4K$413.9K−$29.5KCut−$1.36M
PNC Financial Services Group, Inc.10.1K$402.5K−$28.7KCut−$66.3K
CIBC WORLD MARKET INC.10.1K$399.2K−$19.5KAdded$106.8K
JGP Wealth Management, LLC9.65K$382.9K−$21.2KAdded$64.6K
Arax Advisory Partners9.45K$375K−$26.7KCut−$26.7K
MML INVESTORS SERVICES, LLC9.39K$372.5K−$26.6KCut−$2.07M
Boltwood Capital Management9.25K$366.9K−$24.3KAdded$1.45K
Wealthfront Advisers LLC8.76K$347.4K−$24.8KCut−$38.8K
Empowered Funds, LLC8.7K$344.9KNew
TIEMANN INVESTMENT ADVISORS, LLC8.56K$339.7K−$24.2KCut−$29K
Kestra Advisory Services, LLC8.47K$336.2K−$24KCut−$49.3K
Pictet North America Advisors SA8.38K$332.4K−$23.7KCut−$23.7K
Cetera Investment Advisers7.88K$312.5K−$22.3KCut−$96.5K
Henrickson Nauta Wealth Advisors, Inc.7.86K$311.7K−$27.2KCut−$366.1K
Nautilus Advisors LLC7.32K$290.4K−$20.7KCut−$20.7K
IFP Advisors, Inc7.27K$288.5K−$1.49KAdded$266.1K
Ackerman Asset Management, LLC7.04K$279.3K−$19.9KCut−$19.9K
Russell Investments Group, Ltd.6.93K$274.6K−$11.6KAdded$104.2K
Concurrent Investment Advisors, LLC6.9K$273.6KNew
STIFEL FINANCIAL CORP6.89K$273.3K−$19.5KCut−$333.8K
Hilltop Partners LLC6.85K$271.7K−$19.4KCut−$30.1K
COOKSON PEIRCE & CO INC6.8K$269.7K−$18.6KCut−$9.17K
MERCER GLOBAL ADVISORS INC /ADV6.5K$257.9KNew
Capital Wealth Alliance, LLC6.41K$254.3K−$29.8KCut−$39.3K
Cresset Asset Management, LLC6.38K$253K−$18KCut−$18K
Investment Partners Asset Management, Inc.6.19K$245.4K−$17.5KCut−$17.5K
MERIDIAN INVESTMENT COUNSEL INC.5.91K$234.6K−$16.7KCut−$93.8K
Crumly & Associates Inc.5.89K$233.7K−$16.7KCut−$16.7K
TRUIST FINANCIAL CORP5.87K$232.9K−$16.6KCut−$1.58M
Belpointe Asset Management LLC5.75K$228K−$15.3KCut−$2.41K
Marex Group plc5.63K$223.1KNew
Fort Sheridan Advisors LLC5.61K$222.6K−$15.9KCut−$15.9K
JHP Wealth Management, LLC5.58K$221.4K−$15.8KCut−$118K
Cambridge Advisors Inc.5.57K$221K−$15.8KCut−$15.8K
Renaissance Investment Group LLC5.55K$220.2K−$15.7KCut−$15.7K
Gerber Kawasaki Wealth & Investment Management5.34K$212.1K−$15.1KCut−$432.7K
Centric Wealth Management4.98K$206.6K−$9.96KCut−$26.4K
Rockefeller Capital Management L.P.4.29K$170.2K−$9.22KAdded$31.8K
FIFTH THIRD BANCORP4.14K$164.4KNew
BROWN BROTHERS HARRIMAN & CO4K$158.7KNew
NISA INVESTMENT ADVISORS, LLC4K$158.7K−$11.3KCut−$11.3K
Ashton Thomas Private Wealth, LLC3.99K$158.2KNew
TD Waterhouse Canada Inc.3.27K$131.2K−$6.62KAdded$9.54K
USA FINANCIAL FORMULAS3.24K$128.5K−$7.26KAdded$19.4K
MeadowBrook Investment Advisors LLC3.04K$120.6K−$8.18KCut−$2.23K
Farther Finance Advisors, LLC2.9K$116.7K−$1.57KAdded$87.7K
Advisory Services Network, LLC2.84K$112.6KNew
BANK OF MONTREAL /CAN/2.6K$103.2K−$6.75KAdded$1.9K
Capital Advisor Network LLC2.57K$102.1KHeld
Versant Capital Management, Inc2.56K$101.7K−$7.25KCut−$7.25K
Waverly Advisors, LLC2.52K$100K−$7.13KCut−$7.73K
Fidelity2.49K$98.7K−$7.06KCut−$27K
LFA - Lugano Financial Advisors SA2.22K$88.2K−$6.29KCut−$6.29K
CALDWELL SUTTER CAPITAL, INC.2.2K$87.4K−$6.23KCut−$6.23K
MAI Capital Management2.18K$86.6K−$5.09KAdded$10.1K
WHITTIER TRUST CO2.03K$81.7K−$5.93KCut−$5.93K
Glass Jacobson Investment Advisors llc2.02K$80.3K−$5.73KCut−$5.73K
RHUMBLINE ADVISERS1.97K$78K−$5.56KCut−$5.56K
Copia Wealth Management1.83K$72.5K−$5.17KCut−$105.4K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1.5K$59.6K−$4.22KCut−$3.83K
WealthShield Partners, LLC1.1K$43.8K−$3.13KCut−$3.13K
SALEM INVESTMENT COUNSELORS INC1K$39.7KNew
BLAIR WILLIAM & CO/IL972$38.6K−$2.75KCut−$2.75K
Atlantic Union Bankshares Corp905$35.9K−$2.56KCut−$2.56K
Colonial Trust Advisors900$35.7K−$2.55KCut−$29.9K
AlphaCore Capital LLC867$34.4K−$2.45KCut−$2.45K
EFG International AG837$33.2K−$2.37KCut−$2.37K
GROUP ONE TRADING LLC793$31.5K−$2.24KCut−$173.6K
JPL Wealth Management, LLC670$26.6KNew
BEACON INVESTMENT ADVISORY SERVICES, INC.500$19.8KNew
Pacifica Partners Inc.500$19.8K−$1.45KCut−$1.45K
Destiny Wealth Partners, LLC423$16.8KNew
FLOW TRADERS U.S. LLC407.1K$16.1K−$1.15KCut−$16.1K
North Star Investment Management Corp.400$15.9K−$1.13KCut−$1.13K
HARBOUR INVESTMENTS, INC.396$15.7KNew
Creative Capital Management Investments LLC350$13.9K−$990Cut−$990
Migdal Insurance & Financial Holdings Ltd.310$12.3K$12.3KAdded$12.2K
Main Street Group, LTD302$12KNew
Ancora Advisors LLC300$11.9K−$849Cut−$849
Evelyn Partners Investment Management Services Ltd259$10.3K−$732Cut−$1.24M
CWM, LLC259$10.3K$10.3KAdded$10.3K
Founders Capital Management250$9.92K−$707Cut−$707
Aptus Capital Advisors, LLC233$9.24K−$659Cut−$5.29K
Parallel Advisors, LLC215$8.53KNew
Murphy & Mullick Capital Management Corp175$6.94K−$496Cut−$7.93K
VANGUARD ADVISERS INC172$6.81KHeld
Western Wealth Management, LLC149$5.91KNew
Bradley & Co. Private Wealth Management, LLC149$5.91K−$421Cut−$421
Y.D. More Investments Ltd151$5.72KNew
AE Wealth Management LLC125$4.97K−$352Cut−$1.29K
CSM Advisors, LLC107.7K$4.27K−$294Cut−$135
Allworth Financial LP105$4.15K−$308Cut−$23.3K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC100$4.02K−$230Cut−$230
PRIVATE TRUST CO NA81$3.21K−$230Cut−$527
BARCLAYS PLC80$3.17K−$226Cut−$226
EverSource Wealth Advisors, LLC39$1.55K−$111Cut−$111
MATHER GROUP, LLC.36$1.43KNew
Cassaday & Co Wealth Management LLC30$1.19KNew
Strengthening Families & Communities, LLC30$1.19KNew
Sunbelt Securities, Inc.28$1.11K−$79Cut−$79
HRT FINANCIAL LP23K$912New
Horizon Investments, LLC22$873−$45Added$193
F&V Capital Management, LLC16.6K$660−$47Cut−$47
Cambridge Investment Research Advisors, Inc.13.7K$544−$38Cut−$764
SUN LIFE FINANCIAL INC13.1K$519−$38Cut−$38
CX Institutional12.2K$486−$34Cut−$36
ATLAS CAPITAL ADVISORS INC.8$317−$23Cut−$23
Janney Montgomery Scott LLC7.47K$296−$21Cut−$13
MAGNOLIA CAPITAL MANAGEMENT LTD5.05K$201−$14Cut−$14
Scarborough Advisors, LLC4$159New
Financially Speaking Inc4$159New
Tower Research Capital LLC (TRC)3$119−$8Cut−$9.1K
ASSETMARK, INC1$40−$3Cut−$3
American Capital Advisory, LLC1$40−$3Cut−$3
Qube Research & Technologies Ltd1$40−$3Cut−$16.8M
Farmers & Merchants Trust Co of Chambersburg PA136$5−$0Added$1
Transamerica Financial Advisors, LLC0$0Cut−$294
Covestor Ltd16$0$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.