Vault-13

ISHARES INC POWR

GLB ENR PROD ETF · ETP · CUSIP 464286343

93 institutional holders +33 vs Q1 2026
9,239,0809.2m shares reported held*
$258.3mreported value*
37 new 23 added 13 reduced 2 sold out net bought ≈ $201.4m (+7.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $27.96. Options: 1 managers hold calls ($383.1k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 38Q4 22: 44Q1 23: 33Q2 23: 30Q3 23: 33Q4 23: 34Q1 24: 41Q2 24: 44Q3 24: 43Q4 24: 41Q1 25: 45Q2 25: 48Q3 25: 49Q4 25: 45Q1 26: 60Q2 26: 9393Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202238
Q4 202244
Q1 202333
Q2 202330
Q3 202333
Q4 202334
Q1 202441
Q2 202444
Q3 202443
Q4 202441
Q1 202545
Q2 202548
Q3 202549
Q4 202545
Q1 202660
Q2 202693

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 17 bought or addedQ3 24: 22 cut or sold outQ4 24: 14 bought or addedQ4 24: 16 cut or sold outQ4 24Q1 25: 14 bought or addedQ1 25: 18 cut or sold outQ2 25: 17 bought or addedQ2 25: 21 cut or sold outQ2 25Q3 25: 17 bought or addedQ3 25: 17 cut or sold outQ4 25: 21 bought or addedQ4 25: 19 cut or sold outQ4 25Q1 26: 39 bought or addedQ1 26: 13 cut or sold outQ2 26: 60 bought or addedQ2 26: 15 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241722
Q4 20241416
Q1 20251418
Q2 20251721
Q3 20251717
Q4 20252119
Q1 20263913
Q2 20266015

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $383.1kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$383.1k$00.00

Biggest buyers

Treasurer of the State of North Carolina New +3,725,393+3.7m
Parcion Private Wealth LLC New +1,508,705+1.5m
LPL Financial LLC Added +400,658+400.7k
FFG Partners, LLC New +398,150+398.1k
PALLADIEM, LLC New +193,772+193.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +143,864+143.9k
Focus Financial Network, Inc. New +132,684+132.7k
MORGAN STANLEY Added +94,087+94.1k
MML INVESTORS SERVICES, LLC New +66,806+66.8k
Cambridge Investment Research Advisors, Inc. New +59,044+59.0k

Biggest sellers

AE Wealth Management LLC Reduced -320,389-320.4k
FLOW TRADERS U.S. LLC Reduced -35,614-35.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -8,518-8.5k
Bright Futures Wealth Management, LLC. Reduced -8,201-8.2k
Sculati Wealth Management, LLC Sold out -8,180-8.2k
Arrowroot Family Office, LLC Reduced -4,774-4.8k
Guardian Asset Advisors, LLC Reduced -3,935-3.9k
MAI Capital Management Sold out -1,687-1.7k
Fisher Asset Management, LLC Reduced -1,298-1.3k
Teamwork Financial Advisors, LLC Reduced -701-701

Biggest calls

CITADEL ADVISORS LLC New $383.1k13.7k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Treasurer of the State of North Carolina 0.27% of their portfolio RALEIGH, NC 3,725,3933.7m $104.2m $104.2m 0.27% New
2 Parcion Private Wealth LLC 2.34% of their portfolio BELLEVUE, WA 1,508,7051.5m $42.2m $42.2m 2.34% New
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 855,929855.9k $23.9m $23.9m 0.01% Added +400.7k +400,658
4 FFG Partners, LLC 3.20% of their portfolio Fort Lauderdale, FL 398,150398.1k $11.1m $11.1m 3.20% New
5 PALLADIEM, LLC 5.26% of their portfolio BRYN MAWR, PA 193,772193.8k $5.4m $5.4m 5.26% New
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 181,007181.0k $5.1m $5.1m 0.00% Added +94.1k +94,087
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 175,163175.2k $4.9m $4.9m 0.01% Added +143.9k +143,864
8 Focus Financial Network, Inc. 0.11% of their portfolio MINNEAPOLIS, MN 132,684132.7k $3.7m $3.7m 0.11% New
9 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 114,855114.9k $3.2m $3.2m 0.02% Added +9.2k +9,235
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 98,13398.1k $2.7m $2.7m 0.00% Added +57.8k +57,831
11 StoneX Group Inc. 0.10% of their portfolio NEW YORK, NY 92,36092.4k $2.6m $2.6m 0.10% Added +13.2k +13,200
12 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 86,33086.3k $2.4m $2.4m 0.00% Added +45.8k +45,817
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 76,80776.8k $2.1m $2.1m 0.00% Added +45.7k +45,727
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 72,02672.0k $2.0m $2.0m 0.00% Added +37.8k +37,778
15 ARS Investment Partners, LLC 0.09% of their portfolio New York, NY 70,80170.8k $2.0m $2.0m 0.09% Added +635 +635
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 67,49967.5k $1.9m $1.9m 0.00% Added +50.3k +50,326
17 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 66,80666.8k $1.9m $1.9m 0.00% New
18 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 63,62163.6k $1.8m $1.8m 0.00% Added +25.7k +25,665
19 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 59,63759.6k $1.7m $1.7m 0.00% Added +15.3k +15,263
20 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 59,04459.0k $1.6m $1.6m 0.00% New
21 Lionsbridge Wealth Management LLC 1.57% of their portfolio JACKSONVILLE BEACH, FL 57,09657.1k $1.6m $1.6m 1.57% New
22 Mezzasalma Advisors, LLC 0.31% of their portfolio TINTON FALLS, NJ 55,79555.8k $1.6m $1.6m 0.31% New
23 RATIONAL ADVISORS, INC. 0.14% of their portfolio San Juan, PR 53,13253.1k $1.5m $1.5m 0.14% Reduced -113 -113
24 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 51,78351.8k $1.4m $1.4m 0.02% Added +3.2k +3,237
25 HERITAGE OAK WEALTH ADVISORS LLC 0.40% of their portfolio SANTA ROSA BEACH, FL 48,62148.6k $1.4m $1.4m 0.40% New
26 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 46,58546.6k $1.3m $1.3m 0.00% Reduced -1.3k -1,298
27 Bright Futures Wealth Management, LLC. 0.82% of their portfolio WEBSTER, NY 14580, NY 45,32445.3k $1.3m $1.3m 0.82% Reduced -8.2k -8,201
28 Thompson David Blair 0.62% of their portfolio CHARLOTTE, NC 44,59044.6k $1.2m $1.2m 0.62% Added +12.7k +12,747
29 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 42,73042.7k $1.2m $1.2m 0.01% New
30 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 40,43040.4k $1.1m $1.1m 0.00% New
31 Planned Solutions, Inc. 0.31% of their portfolio FOLSOM, CA 38,04438.0k $1.1m $1.1m 0.31% Reduced -129 -129
32 James J. Burns & Company, LLC 0.11% of their portfolio MELVILLE, NY 36,51136.5k $1.0m $1.0m 0.11% New
33 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 35,90635.9k $1.0m $1.0m 0.02% New
34 Arrowroot Family Office, LLC 0.28% of their portfolio MARINA DEL REY, CA 34,43134.4k $962.7k $962.7k 0.28% Reduced -4.8k -4,774
35 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 32,95033.0k $921.3k $921.3k 0.00% Unchanged
36 Teamwork Financial Advisors, LLC 0.08% of their portfolio San Antonio, TX 31,30431.3k $875.3k $875.3k 0.08% Reduced -701 -701
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 28,17228.2k $787.7k $787.7k 0.00% Added +12.8k +12,773
38 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 26,98827.0k $754.6k $754.6k 0.01% New
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,64926.6k $745.1k $745.1k 0.00% Reduced -8.5k -8,518
40 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 26,48426.5k $740.0k $740.0k 0.03% Reduced -35.6k -35,614
41 Creekside Partners 0.25% of their portfolio PETALUMA, CA 25,00025.0k $699.0k $699.0k 0.25% Unchanged
42 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,46124.5k $683.9k $683.9k 0.00% New
43 Clear Creek Financial Management, LLC 0.04% of their portfolio SILVERDALE, WA 23,10823.1k $646.1k $646.1k 0.04% New
44 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 22,82522.8k $638.2k $638.2k 0.01% New
45 PERRYMAN FINANCIAL ADVISORY INC /AD 0.08% of their portfolio DALLAS, TX 21,77521.8k $608.8k $608.8k 0.08% New
46 M Wealth Management, LLC 0.42% of their portfolio San Diego, CA 19,30919.3k $539.9k $539.9k 0.42% Unchanged
47 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 16,14316.1k $451.3k $451.3k 0.02% Added +7.0k +6,963
48 Summit Wealth Partners, LLC 0.06% of their portfolio Orlando, FL 15,35115.4k $429.2k $429.2k 0.06% New
49 Clal Insurance Enterprises Holdings Ltd 0.00% of their portfolio Tel-aviv, L3 15,00015.0k $419.0k $419.0k 0.00% Unchanged
50 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 14,60014.6k $408.2k $408.2k 0.02% New
51 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 14,36214.4k $401.6k $401.6k 0.00% New
52 SILVERLAKE WEALTH MANAGEMENT LLC 0.08% of their portfolio WILLISTON, VT 14,28514.3k $399.4k $399.4k 0.08% Added +2.9k +2,949
53 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 10,82610.8k $302.7k $302.7k 0.00% New
54 Guardian Asset Advisors, LLC 0.13% of their portfolio MECHANICSBURG, PA 10,45510.5k $292.3k $292.3k 0.13% Reduced -3.9k -3,935
55 OpenArc Corporate Advisory, LLC 0.00% of their portfolio ATLANTA, GA 9,9459.9k $278.1k $278.1k 0.00% New
56 FIDUCIARY FINANCIAL GROUP, LLC 0.03% of their portfolio SAN RAFAEL, CA 8,4728.5k $236.9k $236.9k 0.03% New
57 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 8,4028.4k $234.9k $234.9k 0.00% Reduced -256 -256
58 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,8307.8k $218.9k $218.9k 0.00% Reduced -320.4k -320,389
59 Harbor Asset Planning, Inc. 0.16% of their portfolio BELMONT, MA 7,5067.5k $209.9k $209.9k 0.16% Unchanged
60 CARLSON FINANCIAL, INC. 0.11% of their portfolio CANBY, OR 7,4527.5k $208.3k $208.3k 0.11% New
61 Tidemark, LLC 0.03% of their portfolio SAN DIEGO, CA 5,1945.2k $145.2k $145.2k 0.03% Added +158 +158
62 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 5,0025.0k $139.9k $139.9k 0.00% New
63 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 4,0294.0k $112.7k $112.7k 0.00% New
64 LRI Investments, LLC 0.01% of their portfolio PALM BEACH GARDENS, FL 3,8833.9k $108.6k $108.6k 0.01% Unchanged
65 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,7223.7k $104.1k $104.1k 0.00% Added +3.1k +3,122
66 EDMOND DE ROTHSCHILD HOLDING S.A. 0.00% of their portfolio CHAMBESY, V8 3,4503.5k $96.5k $96.5k 0.00% Unchanged
67 Elequin Capital, LP 0.00% of their portfolio NEW YORK, NY 2,5992.6k $72.7k $72.7k 0.00% New
68 Kilter Group LLC 0.02% of their portfolio RHINEBECK, NY 1,8991.9k $53.1k $53.1k 0.02% Unchanged
69 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1,3401.3k $37.5k $37.5k 0.00% Added +497 +497
70 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,0161.0k $28.4k $28.4k 0.00% First filing
71 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 960960 $26.8k $26.8k 0.00% Unchanged
72 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 892892 $24.9k $24.9k 0.00% New
73 Caitlin John, LLC 0.01% of their portfolio BRIGHTON, MI 819819 $22.9k $22.9k 0.01% Unchanged
74 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 480480 $13.4k $13.4k 0.00% Unchanged
75 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 478478 $13.4k $13.4k 0.00% Unchanged
76 Princeton Global Asset Management LLC 0.00% of their portfolio PRINCETON, NJ 455455 $12.7k $12.7k 0.00% New
77 Security National Bank 0.00% of their portfolio OMAHA, NE 450450 $12.6k $12.6k 0.00% Unchanged
78 KERR FINANCIAL PLANNING Corp 0.01% of their portfolio FRESNO, CA 402402 $11.2k $11.2k 0.01% New
79 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 400400 $11.2k $11.2k 0.00% Reduced -64 -64
80 Gould Capital, LLC 0.01% of their portfolio TACOMA, WA 400400 $11.2k $11.2k 0.01% New
81 Leo H. Evart, Inc. 0.01% of their portfolio REDWOOD CITY, CA 359359 $10.0k $10.0k 0.01% Added +1 +1
82 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 256256 $7.2k $7.2k 0.00% New
83 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 230230 $6.4k $6.4k 0.00% Unchanged
84 FMR LLC 0.00% of their portfolio BOSTON, MA 219219 $6.1k $6.1k 0.00% Added +50 +50
85 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 200200 $5.6k $5.6k 0.00% New
86 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 130130 $3.5k $3.5k 0.00% New
87 CBIZ Investment Advisory Services, LLC 0.00% of their portfolio INDEPENDENCE, OH 108108 $2.8k $2.8k 0.00% Unchanged
88 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 100100 $2.8k $2.8k 0.00% Unchanged
89 Triumph Capital Management 0.00% of their portfolio DENVER, CO 100100 $2.8k $2.8k 0.00% Unchanged
90 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5959 $1.6k $1.6k 0.00% Unchanged
91 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5858 $1.6k $1.6k 0.00% Unchanged
92 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 3737 $1.0k $1.0k 0.00% New
93 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $2 $2 0.00% Reduced -257 -257