Vault-13

ISHARES INC EWL

MSCI SWITZERLAND · ETP · CUSIP 464286749

160 institutional holders +11 vs Q1 2023
15,846,21615.8m shares reported held*
$736.6mreported value*
26 new 50 added 48 reduced 18 sold out net sold ≈ $65.2m (-1.4m 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 ≈ $46.48.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 138Q4 22: 154Q1 23: 149Q2 23: 160160Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022138
Q4 2022154
Q1 2023149
Q2 2023160

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 67 bought or addedQ4 22: 63 cut or sold outQ4 22Q1 23: 61 bought or addedQ1 23: 75 cut or sold outQ1 23Q2 23: 76 bought or addedQ2 23: 66 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20226763
Q1 20236175
Q2 20237666

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ3 22 calls: $0Q3 22 puts: $0Q3 22P/C —Q4 22 calls: $46.1kQ4 22 puts: $88.1kQ4 22P/C 1.91Q1 23 calls: $203.9kQ1 23 puts: $68.0kQ1 23P/C 0.33Q2 23 calls: $0Q2 23 puts: $0Q2 23P/C —
Numbers
QuarterCallsPutsP/C
Q3 2022$0$0—
Q4 2022$46.1k$88.1k1.91
Q1 2023$203.9k$68.0k0.33
Q2 2023$0$0—

Biggest buyers

Bank Julius Baer & Co. Ltd, Zurich Added +315,292+315.3k
Polianta Ltd New +305,900+305.9k
Qube Research & Technologies Ltd Added +204,548+204.5k
Allspring Global Investments Holdings, LLC Added +95,744+95.7k
MORGAN STANLEY Added +80,875+80.9k
RWA WEALTH PARTNERS, LLC New +72,211+72.2k
Sparta 24 Ltd. New +65,949+65.9k
MARVIN & PALMER ASSOCIATES INC New +51,195+51.2k
RAYMOND JAMES & ASSOCIATES Added +35,100+35.1k
1607 Capital Partners, LLC Added +29,000+29.0k

Biggest sellers

BlackRock Inc. Reduced -1,083,689-1.1m
FLOW TRADERS U.S. LLC Sold out -267,868-267.9k
SG Americas Securities, LLC Reduced -241,496-241.5k
OLD MISSION CAPITAL LLC Reduced -238,682-238.7k
ROYAL BANK OF CANADA Reduced -211,600-211.6k
JANE STREET GROUP, LLC Reduced -149,378-149.4k
Squarepoint Ops LLC Sold out -125,457-125.5k
BANK OF AMERICA CORP /DE/ Reduced -111,180-111.2k
CITADEL ADVISORS LLC Sold out -106,208-106.2k
Vontobel Holding Ltd. Reduced -47,627-47.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution +10.4 pts · filed 2026-10-05 41.5% +10.4 pts 18.8m≈ $1.2bn 2026-10-05

Fell to 5% or below in the last year: 1607 Capital Partners, LLC (2.6%, 2026-08-14)

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,899,1821.9m $87.8m $87.8m 0.01% Reduced -111.2k -111,180
2 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,725,9381.7m $79.8m $79.8m 0.02% Reduced -22.0k -21,962
3 TD Asset Management Inc 0.07% of their portfolio Toronto, A6 1,395,4721.4m $64.5m $64.5m 0.07% Added +981 +981
4 1607 Capital Partners, LLC 4.26% of their portfolio Richmond, VA 1,287,1581.3m $59.5m $59.5m 4.26% Added +29.0k +29,000
5 Allspring Global Investments Holdings, LLC 0.07% of their portfolio CHARLOTTE, NC 936,345936.3k $43.3m $43.3m 0.07% Added +95.7k +95,744
6 ASSETMARK, INC 0.16% of their portfolio CONCORD, CA 868,616868.6k $40.1m $40.1m 0.16% Reduced -5.3k -5,294
7 Vontobel Holding Ltd. 0.26% of their portfolio ZURICH, V8 644,153644.2k $29.8m $29.8m 0.26% Reduced -47.6k -47,627
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 563,073563.1k $26.0m $26.0m 0.00% Added +80.9k +80,875
9 Bank Julius Baer & Co. Ltd, Zurich 0.12% of their portfolio ZURICH, V8 445,048445.0k $20.6m $20.6m 0.12% Added +315.3k +315,292
10 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 441,006441.0k $20.4m $20.4m 0.01% Reduced -15.8k -15,770
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 341,179341.2k $15.8m $15.8m 0.00% Reduced -32.9k -32,864
12 UBS Group AG 0.01% of their portfolio ZURICH, V8 329,227329.2k $15.2m $15.2m 0.01% Reduced -35.3k -35,303
13 Polianta Ltd 6.56% of their portfolio ST HELIER, Y9 305,900305.9k $14.1m $14.1m 6.56% New
14 BANQUE PICTET & CIE SA 0.12% of their portfolio GENEVA 73, V8 296,349296.3k $13.7m $13.7m 0.12% Reduced -191 -191
15 CX Institutional 0.70% of their portfolio AUBURN, IN 293,752293.8k $13.6m $13.6m 0.70% Added +6.3k +6,275
16 Pictet North America Advisors SA 1.86% of their portfolio GENEVA 73, V8 290,549290.5k $13.4m $13.4m 1.86% Added +1.4k +1,409
17 Millburn Ridgefield LLC /DE/ 0.44% of their portfolio New York, NY 278,641278.6k $12.9m $12.9m 0.44% Added +283 +283
18 Catalyst Capital Advisors LLC 0.37% of their portfolio San Juan, PR 276,782276.8k $12.8m $12.8m 0.37% Reduced -304 -304
19 Qube Research & Technologies Ltd 0.05% of their portfolio LONDON, X0 222,160222.2k $14.1m $14.1m 0.05% Added +204.5k +204,548
20 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 193,514193.5k $8.9m $8.9m 0.08% Reduced -2.9k -2,883
21 First Personal Financial Services 2.11% of their portfolio CHARLOTTE, NC 183,663183.7k $8.5m $8.5m 2.11% Added +1.8k +1,774
22 New Vernon Capital Holdings II LLC 4.90% of their portfolio Morristown, NJ 158,905158.9k $7.3m $7.3m 4.90% Reduced -16.2k -16,199
23 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 142,324142.3k $6.6m $6.6m 0.01% Reduced -6.3k -6,335
24 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 131,190131.2k $6.1m $6.1m 0.01% Reduced -7.5k -7,494
25 Knollwood Investment Advisory, LLC 1.65% of their portfolio HUNT VALLEY, MD 105,636105.6k $4.9m $4.9m 1.65% Unchanged
26 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 104,700104.7k $4.8m $4.8m 0.01% Reduced -3.9k -3,900
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 83,88083.9k $3.9m $3.9m 0.00% Reduced -211.6k -211,600
28 RWA WEALTH PARTNERS, LLC 0.07% of their portfolio BOSTON, MA 72,21172.2k $3.3m $3.3m 0.07% New
29 PGIM Custom Harvest LLC 0.12% of their portfolio NEWARK, NJ 68,05268.1k $3.1m $3.1m 0.12% Added +8.2k +8,174
30 Sparta 24 Ltd. 4.38% of their portfolio Tirat Hacarmel, L3 65,94965.9k $3.0m $3.0m 4.38% New
31 Proquility Private Wealth Partners, LLC 1.14% of their portfolio LAS VEGAS, NV 63,16863.2k $2.9m $2.9m 1.14% Reduced -1.2k -1,234
32 INNEALTA CAPITAL, LLC 1.11% of their portfolio AUSTIN, TX 61,13761.1k $2.8m $2.8m 1.11% Unchanged
33 SG Americas Securities, LLC 0.02% of their portfolio NEW YORK, NY 58,09858.1k $2.7m $2.7m 0.02% Reduced -241.5k -241,496
34 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 55,76055.8k $2.6m $2.6m 0.00% Added +12.6k +12,573
35 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 55,42455.4k $2.6m $2.6m 0.02% Reduced -204 -204
36 MARVIN & PALMER ASSOCIATES INC 1.07% of their portfolio WILMINGTON, DE 51,19551.2k $2.4m $2.4m 1.07% New
37 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 50,26250.3k $2.3m $2.3m 0.01% Added +472 +472
38 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 46,73746.7k $2.2m $2.2m 0.00% Added +35.1k +35,100
39 TD Waterhouse Canada Inc. 0.02% of their portfolio TORONTO, A6 43,78343.8k $2.5m $2.5m 0.02% Added +992 +992
40 ZACKS INVESTMENT MANAGEMENT 0.02% of their portfolio Chicago, IL 42,00042.0k $1.9m $1.9m 0.02% Reduced -376 -376
41 NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio ST. LOUIS, MO 41,00041.0k $1.9m $1.9m 0.01% Added +615 +615
42 PATHSTONE FAMILY OFFICE, LLC 0.03% of their portfolio ENGLEWOOD, NJ 38,35938.4k $1.8m $1.8m 0.03% Reduced -29.7k -29,682
43 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 37,13937.1k $1.7m $1.7m 0.01% Added +2.0k +2,000
44 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 36,86436.9k $1.7m $1.7m 0.00% Reduced -2.1k -2,137
45 Idaho Trust Co 1.01% of their portfolio BOISE, ID 34,67934.7k $1.6m $1.6m 1.01% First filing
46 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 34,55634.6k $1.6m $1.6m 0.03% Added +2.2k +2,229
47 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 34,53434.5k $1.6m $1.6m 0.00% Reduced -7.2k -7,202
48 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 34,39434.4k $1.6m $1.6m 0.00% Added +2.5k +2,502
49 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 33,30033.3k $1.5m $1.5m 0.00% Added +11.8k +11,800
50 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 32,46032.5k $1.5m $1.5m 0.00% Added +10.0k +10,016
51 Bridgewater Advisors Inc. 0.30% of their portfolio NEW YORK, NY 31,88031.9k $1.5m $1.5m 0.30% Unchanged
52 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 30,73930.7k $1.4m $1.4m 0.01% First filing
53 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 27,89227.9k $1.3m $1.3m 0.00% Reduced -762 -762
54 Banco Santander, S.A. 0.02% of their portfolio Madrid, U3 25,49625.5k $1.2m $1.2m 0.02% Added +1.4k +1,355
55 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 24,82724.8k $1.1m $1.1m 0.00% Reduced -56 -56
56 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.15% of their portfolio Westlake, OH 23,50923.5k $1.1m $1.1m 0.15% Added +2.2k +2,205
57 GenTrust, LLC 0.07% of their portfolio MIAMI, FL 23,45023.4k $1.1m $1.1m 0.07% New
58 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 21,11321.1k $975.6k $975.6k 0.01% Unchanged
59 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 20,50020.5k $947.0k $947.0k 0.00% New
60 EHP Funds Inc. 0.26% of their portfolio TORONTO, Z4 20,10020.1k $928.8k $928.8k 0.26% Reduced -4.2k -4,200
61 LFA - Lugano Financial Advisors SA 0.60% of their portfolio LUGANO, V8 19,40419.4k $896.7k $896.7k 0.60% Added +12.8k +12,823
62 EVERGREEN CAPITAL MANAGEMENT LLC 0.04% of their portfolio Bellevue, WA 18,95619.0k $876.0k $876.0k 0.04% Added +525 +525
63 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,36518.4k $848.6k $848.6k 0.00% Reduced -149.4k -149,378
64 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 17,99718.0k $831.6k $831.6k 0.01% Unchanged
65 Banque Cantonale Vaudoise 0.04% of their portfolio LAUSANNE, V8 16,98317.0k $785.0k $785.0k 0.04% Added +259 +259
66 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 16,66416.7k $770.0k $770.0k 0.00% Reduced -60 -60
67 Madison Asset Management, LLC 0.01% of their portfolio MADISON, WI 16,57216.6k $765.8k $765.8k 0.01% Added +5.9k +5,879
68 Marotta Asset Management 0.17% of their portfolio CHARLOTTESVILLE, VA 16,04416.0k $741.4k $741.4k 0.17% First filing
69 Global Endowment Management, LP 0.09% of their portfolio CHARLOTTE, NC 16,00016.0k $739.4k $739.4k 0.09% Unchanged
70 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,71315.7k $726.1k $726.1k 0.00% Unchanged
71 Legacy Capital Group California, Inc. 0.29% of their portfolio LOS GATOS, CA 15,48915.5k $715.7k $715.7k 0.29% Added +7.1k +7,089
72 Mount Lucas Management LP 0.26% of their portfolio Newtown, PA 15,44615.4k $713.8k $713.8k 0.26% Added +1.7k +1,730
73 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 14,68614.7k $678.6k $678.6k 0.00% Reduced -2.7k -2,731
74 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 14,66014.7k $677.4k $677.4k 0.01% New
75 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 13,88013.9k $641.4k $641.4k 0.00% New
76 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0.17% of their portfolio Norwell, MA 13,85913.9k $640.4k $640.4k 0.17% Added +5.5k +5,459
77 LMCG INVESTMENTS, LLC 0.04% of their portfolio BOSTON, MA 13,82913.8k $639.0k $639.0k 0.04% Added +1.9k +1,890
78 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 0.47% of their portfolio HINGHAM, MA 13,28513.3k $628.8k $628.8k 0.47% New
79 TIEDEMANN ADVISORS, LLC 0.03% of their portfolio NEW YORK, NY 12,88012.9k $595.2k $595.2k 0.03% Unchanged
80 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 12,60312.6k $582.4k $582.4k 0.01% Added +379 +379
81 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 12,01512.0k $555.2k $555.2k 0.00% Reduced -18.1k -18,079
82 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 12,00012.0k $554.5k $554.5k 0.01% Reduced -43.6k -43,627
83 Keel Point, LLC 0.07% of their portfolio HUNTSVILLE, AL 10,64610.6k $492.0k $492.0k 0.07% Unchanged
84 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,48810.5k $484.7k $484.7k 0.00% Added +1.1k +1,105
85 Ameliora Wealth Management Ltd. 0.27% of their portfolio ZURICH, V8 9,4739.5k $437.7k $437.7k 0.27% New
86 ProVise Management Group, LLC 0.04% of their portfolio CLEARWATER, FL 8,9488.9k $413.5k $413.5k 0.04% Reduced -442 -442
87 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,3098.3k $384.0k $384.0k 0.00% Reduced -40 -40
88 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,2388.2k $380.7k $380.7k 0.00% Reduced -14.3k -14,320
89 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 7,9718.0k $368.3k $368.3k 0.01% Reduced -238.7k -238,682
90 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 7,9377.9k $366.8k $366.8k 0.02% Added +43 +43
91 Hudson Value Partners, LLC 0.18% of their portfolio PALM BEACH, FL 7,7157.7k $354.6k $354.6k 0.18% New
92 East Coast Asset Management, LLC. 0.16% of their portfolio ESSEX, MA 7,6677.7k $354.3k $354.3k 0.16% Unchanged
93 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,4357.4k $343.6k $343.6k 0.00% Added +1.9k +1,924
94 Crabel Capital Management, LLC 0.14% of their portfolio MILWAUKEE, WI 7,3247.3k $338.0k $338.0k 0.14% Added +2.3k +2,256
95 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 7,2287.2k $334.0k $334.0k 0.02% Added +17 +17
96 Henrickson Nauta Wealth Advisors, Inc. 0.23% of their portfolio BELMONT, MI 7,1787.2k $331.7k $331.7k 0.23% Unchanged
97 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 6,6866.7k $309.0k $309.0k 0.01% New
98 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 6,5396.5k $302.2k $302.2k 0.00% Unchanged
99 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 6,0546.1k $279.8k $279.8k 0.00% Reduced -185 -185
100 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 5,9906.0k $276.8k $276.8k 0.00% Reduced -403 -403