ISHARES TR INDY
INDIA 50 ETF · ETP · CUSIP 464289529
102
institutional holders
+17 vs Q4 2023
9.2m
shares reported held*
$464.4mreported value*
22 new
35 added
15 reduced
6 sold out
net bought ≈ $56.7m (+1.1m 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 ≈ $50.43. Options: 3 managers hold calls ($1.1m notional), 1 hold puts ($20.2k).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 76 |
| Q4 2022 | 80 |
| Q1 2023 | 80 |
| Q2 2023 | 73 |
| Q3 2023 | 86 |
| Q4 2023 | 85 |
| Q1 2024 | 102 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 41 | 17 |
| Q1 2023 | 32 | 34 |
| Q2 2023 | 28 | 33 |
| Q3 2023 | 43 | 24 |
| Q4 2023 | 42 | 32 |
| Q1 2024 | 57 | 21 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $121.6k | $0 | 0.00 |
| Q3 2023 | $0 | $0 | — |
| Q4 2023 | $285.6k | $14.8k | 0.05 |
| Q1 2024 | $1.1m | $20.2k | 0.02 |
Biggest buyers
| MORGAN STANLEY | Added | +569.3k |
| BlackRock Inc. | Added | +190.3k |
| FLOW TRADERS U.S. LLC | Added | +90.0k |
| WELLS FARGO & COMPANY/MN | Added | +60.6k |
| ROYAL BANK OF CANADA | Added | +40.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +32.5k |
| Cypress Capital Group | Added | +31.1k |
| LPL Financial LLC | Added | +22.6k |
| Fortis Group Advisors, LLC | New | +19.6k |
| Waverly Advisors, LLC | New | +15.4k |
Biggest sellers
| SILVER OAK SECURITIES, INCORPORATED | Sold out | -27.0k |
| Atria Wealth Solutions, Inc. | Sold out | -25.9k |
| CIBC WORLD MARKET INC. | Reduced | -9.1k |
| BOCHK Asset Management Ltd | Sold out | -7.2k |
| Cetera Advisor Networks LLC | Sold out | -4.6k |
| Cyndeo Wealth Partners, LLC | Reduced | -3.4k |
| Kingsview Wealth Management, LLC | Reduced | -2.6k |
| Russell Investments Group, Ltd. | Reduced | -2.3k |
| SIMPLEX TRADING, LLC | Reduced | -1.1k |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | Reduced | -1.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $721.3k14.3k shares |
| WOLVERINE TRADING, LLC | New | $232.0k4.6k shares |
| CITADEL ADVISORS LLC | Reduced | $141.2k2.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $20.2k400 shares |
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.
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.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +2.3 pts · filed 2026-04-24 | 16.8% |
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| State of Tennessee, Department of Treasury 0.86% of their portfolio | 4.6m $232.1m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 1.5m $77.8m | Added +190.3k |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $66.5m | Added +569.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 210.2k $10.6m | Added +60.6k |
| Cypress Capital Group 0.83% of their portfolio | 137.3k $6.9m | Added +31.1k |
| Gateway Advisory, LLC 1.13% of their portfolio | 127.7k $6.4m | Added +3.5k |
| UBS Group AG 0.00% of their portfolio | 107.4k $5.4m | Added +1.1k |
| FLOW TRADERS U.S. LLC 0.28% of their portfolio | 104.9k $5.3m | Added +90.0k |
| LPL Financial LLC 0.00% of their portfolio | 94.3k $4.8m | Added +22.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 93.6k $4.7m | Added +40.2k |
| Pasadena Private Wealth, LLC 0.64% of their portfolio | 55.5k $2.8m | Reduced -496 |
| Amundi 0.00% of their portfolio | 47.2k $2.3m | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 46.6k $2.4m | Added +4.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 40.4k $2.0m | Added +4.8k |
| IFP Advisors, Inc 0.07% of their portfolio | 33.8k $1.7m | Added +1.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 32.5k $1.6m | New |
| BANQUE PICTET & CIE SA 0.02% of their portfolio | 30.0k $1.5m | Unchanged |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 26.2k $1.3m | Reduced -9.1k |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 25.7k $1.3m | Added +2.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 24.6k $1.2m | Added +4.2k |
| Creative Planning 0.00% of their portfolio | 22.8k $1.2m | Added +945 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 22.1k $1.1m | Reduced -16 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 22.0k $1.1m | Added +2.0k |
| Fortis Group Advisors, LLC 0.18% of their portfolio | 19.6k $988.5k | New |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 19.4k $976.0k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 18.8k $949.0k | Added +5.1k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 18.6k $937.5k | Added +6.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 16.9k $853.7k | Added +212 |
| Unique Wealth Strategies, LLC 0.38% of their portfolio | 15.5k $782.1k | Added +1.0k |
| Waverly Advisors, LLC 0.02% of their portfolio | 15.4k $776.5k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 14.3k $723.4k | Added +1.0k |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 13.7k $690.0k | New |
| Migdal Insurance & Financial Holdings Ltd. 0.01% of their portfolio | 13.4k $676.0k | Unchanged |
| Realta Investment Advisors 0.13% of their portfolio | 12.6k $633.7k | Added +208 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 11.6k $586.0k | Added +1.3k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 11.4k $575.9k | New |
| Clarity Capital Partners LLC 0.37% of their portfolio | 11.3k $568.9k | New |
| BRIGHTON JONES LLC 0.02% of their portfolio | 11.2k $563.2k | Unchanged |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 0.39% of their portfolio | 10.4k $532.0k | Reduced -1.1k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 9.8k $496.0k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 9.5k $478.2k | New |
| EVOKE WEALTH, LLC 0.01% of their portfolio | 9.4k $472.4k | Added +4.9k |
| Clearstead Advisors, LLC 0.02% of their portfolio | 9.0k $447.7k | Unchanged |
| ARRIEN INVESTMENTS, INC. 0.36% of their portfolio | 9.0k $451.7k | Added +1.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 8.5k $429.5k | Reduced -2.3k |
| Cyndeo Wealth Partners, LLC 0.03% of their portfolio | 8.0k $405.3k | Reduced -3.4k |
| FMR LLC 0.00% of their portfolio | 7.2k $362.9k | Added +434 |
| Apollon Wealth Management, LLC 0.01% of their portfolio | 7.1k $357.7k | New |
| Kingsview Wealth Management, LLC 0.01% of their portfolio | 6.9k $350.2k | Reduced -2.6k |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV 0.37% of their portfolio | 6.9k $353.4k | Added +285 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 6.1k $310.0k | Added +1.1k |
| Viewpoint Capital Management LLC 0.19% of their portfolio | 6.0k $302.9k | Unchanged |
| Owen LaRue, LLC 0.19% of their portfolio | 6.0k $302.6k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 5.7k $286.9k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 5.2k $260.5k | Added +299 |
| Rathbones Group PLC 0.00% of their portfolio | 5.1k $258.3k | Reduced -150 |
| PURSUE WEALTH PARTNERS LLC 0.15% of their portfolio | 5.0k $252.2k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 4.9k $247.7k | New |
| D.A. DAVIDSON & CO. 0.00% of their portfolio | 4.8k $241.3k | Unchanged |
| Pine Valley Investments Ltd Liability Co 0.02% of their portfolio | 4.7k $238.6k | Unchanged |
| NewEdge Wealth, LLC 0.01% of their portfolio | 4.6k $234.7k | Reduced -482 |
| TrinityBridge Ltd 0.01% of their portfolio | 4.6k $230.0k | Unchanged |
| TOWNSQUARE CAPITAL LLC 0.00% of their portfolio | 4.5k $224.6k | New |
| Artisan Partners Limited Partnership 0.00% of their portfolio | 4.4k $224.4k | Reduced -982 |
| GLENMEDE TRUST CO NA 0.00% of their portfolio | 4.4k $224.1k | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 4.2k $210.0k | Unchanged |
| SVB WEALTH LLC 0.00% of their portfolio | 4.0k $204.3k | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 3.9k $193.0k | Reduced -470 |
| THOMPSON INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio | 2.7k $136.9k | Unchanged |
| Breakwater Investment Management 0.06% of their portfolio | 2.6k $129.4k | First filing |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 2.4k $122.6k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 2.1k $106.0k | Reduced -900 |
| WEBSTER BANK, N. A. 0.01% of their portfolio | 1.7k $86.0k | Unchanged |
| Spire Wealth Management 0.00% of their portfolio | 1.7k $85.7k | Added +100 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.5k $75.3k | Unchanged |
| Fernwood Investment Management, LLC 0.02% of their portfolio | 1.4k $70.6k | New |
| COMERICA BANK 0.00% of their portfolio | 1.2k $62.0k | Reduced -117 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.2k $61.6k | Added +610 |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 1.1k $56.0k | Reduced -1.1k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1.0k $52.2k | Added +5 |
| First Horizon Advisors, Inc. 0.00% of their portfolio | 870 $43.9k | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 717 $36.8k | Added +552 |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 700 $35.3k | Unchanged |
| Banque Cantonale Vaudoise 0.00% of their portfolio | 700 $35.0k | New |
| OLD SECOND NATIONAL BANK OF AURORA 0.01% of their portfolio | 600 $30.3k | Unchanged |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 482 $24.3k | New |
| US BANCORP \DE\ 0.00% of their portfolio | 470 $23.7k | Unchanged |
| TOMPKINS FINANCIAL CORP 0.00% of their portfolio | 400 $20.2k | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 375 $18.9k | Unchanged |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 335 $17.0k | Added +167 |
| Colonial Trust Advisors 0.00% of their portfolio | 335 $16.9k | Added +200 |
| BARCLAYS PLC 0.00% of their portfolio | 305 $15.4k | New |
| HAZLETT, BURT & WATSON, INC. 0.01% of their portfolio | 190 $9.0k | Unchanged |
| Pacific Center for Financial Services 0.00% of their portfolio | 166 $8.4k | Unchanged |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 139 $7.0k | New |
| CWM, LLC 0.00% of their portfolio | 125 $6.0k | Unchanged |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 108 $5.4k | New |
| Rice Partnership, LLC 0.00% of their portfolio | 47 $2.4k | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 40 $2.0k | Reduced -225 |
| Central Pacific Bank - Trust Division 0.00% of their portfolio | 9 $453 | First filing |