Vault-13

ISHARES TR INDY

INDIA 50 ETF · ETP · CUSIP 464289529

104 institutional holders +2 vs Q1 2024
8,599,6288.6m shares reported held*
$461.4mreported value*
13 new 34 added 23 reduced 11 sold out net sold ≈ $32.7m (-609.0k 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 ≈ $53.66. Options: 2 managers hold calls ($343.4k notional), 2 hold puts ($69.8k).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 76Q4 22: 80Q1 23: 80Q2 23: 73Q3 23: 86Q4 23: 85Q1 24: 102Q2 24: 104104Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202276
Q4 202280
Q1 202380
Q2 202373
Q3 202386
Q4 202385
Q1 2024102
Q2 2024104

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 41 bought or addedQ4 22: 17 cut or sold outQ4 22Q1 23: 32 bought or addedQ1 23: 34 cut or sold outQ2 23: 28 bought or addedQ2 23: 33 cut or sold outQ2 23Q3 23: 43 bought or addedQ3 23: 24 cut or sold outQ4 23: 42 bought or addedQ4 23: 32 cut or sold outQ4 23Q1 24: 57 bought or addedQ1 24: 21 cut or sold outQ2 24: 47 bought or addedQ2 24: 34 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224117
Q1 20233234
Q2 20232833
Q3 20234324
Q4 20234232
Q1 20245721
Q2 20244734

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 23 calls: $0Q3 23 puts: $0Q3 23P/C —Q4 23 calls: $285.6kQ4 23 puts: $14.8kQ4 23P/C 0.05Q1 24 calls: $1.1mQ1 24 puts: $20.2kQ1 24P/C 0.02Q2 24 calls: $343.4kQ2 24 puts: $69.8kQ2 24P/C 0.20
Numbers
QuarterCallsPutsP/C
Q3 2023$0$0—
Q4 2023$285.6k$14.8k0.05
Q1 2024$1.1m$20.2k0.02
Q2 2024$343.4k$69.8k0.20

Biggest buyers

State of Tennessee, Department of Treasury Added +335,338+335.3k
BlackRock Inc. Added +170,484+170.5k
Owen LaRue, LLC Added +15,400+15.4k
Atom Investors LP New +11,398+11.4k
Clarity Capital Partners LLC Added +10,219+10.2k
Russell Investments Group, Ltd. Added +6,540+6.5k
WELLS FARGO & COMPANY/MN Added +6,536+6.5k
Belvedere Trading LLC New +6,154+6.2k
MARSHALL WACE, LLP New +5,900+5.9k
NewEdge Advisors, LLC Added +5,597+5.6k

Biggest sellers

MORGAN STANLEY Reduced -864,519-864.5k
FLOW TRADERS U.S. LLC Sold out -104,878-104.9k
Amundi Sold out -47,200-47.2k
STIFEL FINANCIAL CORP Reduced -40,316-40.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -28,503-28.5k
ROYAL BANK OF CANADA Reduced -27,868-27.9k
JANE STREET GROUP, LLC Sold out -21,954-22.0k
Fortis Group Advisors, LLC Sold out -19,598-19.6k
JPMORGAN CHASE & CO Reduced -16,368-16.4k
IFP Advisors, Inc Reduced -13,114-13.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $246.8k4.6k shares
CITADEL ADVISORS LLC Reduced $96.6k1.8k shares

Biggest puts

CITADEL ADVISORS LLC Added $64.4k1.2k shares
Belvedere Trading LLC New $5.4k100 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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution +2.3 pts · filed 2026-04-24 16.8% +2.3 pts 2.3m≈ $98.4m 2026-04-24

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 State of Tennessee, Department of Treasury 0.97% of their portfolio NASHVILLE, TN 4,937,6124.9m $265.0m $265.0m 0.97% Added +335.3k +335,338
2 BlackRock Inc. 0.00% of their portfolio New York, NY 1,711,9571.7m $91.9m $91.9m 0.00% Added +170.5k +170,484
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 454,221454.2k $24.4m $24.4m 0.00% Reduced -864.5k -864,519
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 216,754216.8k $11.6m $11.6m 0.00% Added +6.5k +6,536
5 Cypress Capital Group 0.87% of their portfolio Palm Beach, FL 135,804135.8k $7.3m $7.3m 0.87% Reduced -1.5k -1,480
6 Gateway Advisory, LLC 1.19% of their portfolio WESTFIELD, NJ 130,228130.2k $7.0m $7.0m 1.19% Added +2.5k +2,529
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 108,134108.1k $5.8m $5.8m 0.00% Added +725 +725
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 92,89192.9k $5.0m $5.0m 0.00% Reduced -1.5k -1,453
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 65,75465.8k $3.5m $3.5m 0.00% Reduced -27.9k -27,868
10 Pasadena Private Wealth, LLC 0.70% of their portfolio PASADENA, CA 56,27256.3k $3.0m $3.0m 0.70% Added +731 +731
11 SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio London, X0 39,71439.7k $2.1m $2.1m 0.00% Reduced -720 -720
12 BANQUE PICTET & CIE SA 0.02% of their portfolio GENEVA 73, V8 30,00030.0k $1.6m $1.6m 0.02% Unchanged
13 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 28,85028.9k $1.5m $1.5m 0.01% Added +3.2k +3,186
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 26,34526.3k $1.4m $1.4m 0.00% Added +1.7k +1,747
15 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 24,67424.7k $1.3m $1.3m 0.00% Reduced -1.5k -1,519
16 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 22,80322.8k $1.2m $1.2m 0.00% Unchanged
17 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 22,54022.5k $1.2m $1.2m 0.00% Added +3.2k +3,175
18 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 21,88221.9k $1.2m $1.2m 0.00% Reduced -170 -170
19 Clarity Capital Partners LLC 0.71% of their portfolio Newport Beach, CA 21,49721.5k $1.2m $1.2m 0.71% Added +10.2k +10,219
20 Owen LaRue, LLC 0.71% of their portfolio ELIZABETHTOWN, KY 21,40021.4k $1.1m $1.1m 0.71% Added +15.4k +15,400
21 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 20,92020.9k $1.1m $1.1m 0.00% Added +2.3k +2,334
22 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 20,73220.7k $1.1m $1.1m 0.04% Reduced -13.1k -13,114
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 19,14719.1k $1.0m $1.0m 0.00% Added +338 +338
24 Unique Wealth Strategies, LLC 0.37% of their portfolio BURR RIDGE, IL 15,50615.5k $782.1k $782.1k 0.37% Unchanged
25 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 15,39515.4k $826.1k $826.1k 0.02% Unchanged
26 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 15,05615.1k $807.9k $807.9k 0.00% Added +6.5k +6,540
27 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 14,77714.8k $792.9k $792.9k 0.00% Added +4.9k +4,943
28 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 13,67913.7k $734.0k $734.0k 0.01% Unchanged
29 Migdal Insurance & Financial Holdings Ltd. 0.01% of their portfolio Petach Tikva, L3 13,40013.4k $722.0k $722.0k 0.01% Unchanged
30 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 13,32113.3k $714.8k $714.8k 0.00% Added +1.9k +1,903
31 Realta Investment Advisors 0.14% of their portfolio WILMINGTON, DE 13,26613.3k $711.9k $711.9k 0.14% Added +702 +702
32 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,85912.9k $690.0k $690.0k 0.00% Reduced -1.5k -1,482
33 Atom Investors LP 0.06% of their portfolio AUSTIN, TX 11,39811.4k $611.6k $611.6k 0.06% New
34 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,28511.3k $605.6k $605.6k 0.00% Added +5.6k +5,597
35 BRIGHTON JONES LLC 0.02% of their portfolio SEATTLE, WA 11,17011.2k $599.4k $599.4k 0.02% Added +3 +3
36 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,28410.3k $551.9k $551.9k 0.00% Added +803 +803
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,0769.1k $487.1k $487.1k 0.00% Reduced -2.5k -2,541
38 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 8,9829.0k $482.0k $482.0k 0.01% Unchanged
39 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 0.34% of their portfolio HINGHAM, MA 8,9589.0k $489.5k $489.5k 0.34% Reduced -1.5k -1,452
40 ARRIEN INVESTMENTS, INC. 0.33% of their portfolio BOISE, ID 7,9137.9k $424.6k $424.6k 0.33% Reduced -1.0k -1,043
41 Artisan Partners Limited Partnership 0.00% of their portfolio Milwaukee, WI 7,7587.8k $416.3k $416.3k 0.00% Added +3.3k +3,310
42 FMR LLC 0.00% of their portfolio BOSTON, MA 7,0737.1k $379.5k $379.5k 0.00% Reduced -122 -122
43 EAGLE HARBOR ASSET MANAGEMENT INC /ADV 0.41% of their portfolio SEATTLE, WA 6,8976.9k $384.7k $384.7k 0.41% Added +46 +46
44 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,3216.3k $339.2k $339.2k 0.00% Reduced -40.3k -40,316
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,1956.2k $332.0k $332.0k 0.00% Added +52 +52
46 Belvedere Trading LLC 0.02% of their portfolio CHICAGO, IL 6,1546.2k $330.2k $330.2k 0.02% New
47 Viewpoint Capital Management LLC 0.20% of their portfolio SEATTLE, WA 6,0056.0k $322.2k $322.2k 0.20% Unchanged
48 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 5,9005.9k $316.6k $316.6k 0.00% New
49 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 5,7735.8k $309.8k $309.8k 0.01% Reduced -1.3k -1,318
50 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 5,1205.1k $274.7k $274.7k 0.00% Unchanged
51 PURSUE WEALTH PARTNERS LLC 0.15% of their portfolio ALAMO, CA 5,0005.0k $268.3k $268.3k 0.15% Unchanged
52 Pine Valley Investments Ltd Liability Co 0.02% of their portfolio MARLTON, NJ 4,7914.8k $257.1k $257.1k 0.02% Added +61 +61
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,7624.8k $255.5k $255.5k 0.00% Reduced -148 -148
54 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 4,6214.6k $248.0k $248.0k 0.00% Added +168 +168
55 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 4,5894.6k $246.2k $246.2k 0.01% Unchanged
56 TrinityBridge Ltd 0.01% of their portfolio LONDON, X0 4,5604.6k $245.0k $245.0k 0.01% Unchanged
57 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 4,4434.4k $238.4k $238.4k 0.00% Unchanged
58 Waypoint Capital Advisors, LLC 0.06% of their portfolio Minneapolis, MN 4,2284.2k $226.9k $226.9k 0.06% New
59 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 4,1674.2k $223.6k $223.6k 0.00% Added +3 +3
60 SVB WEALTH LLC 0.01% of their portfolio BOSTON, MA 4,0254.0k $216.0k $216.0k 0.01% Reduced -25 -25
61 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 4,0094.0k $215.1k $215.1k 0.00% Reduced -775 -775
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 3,9624.0k $212.6k $212.6k 0.00% Reduced -28.5k -28,503
63 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 3,9003.9k $209.8k $209.8k 0.00% Unchanged
64 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 3,8663.9k $207.4k $207.4k 0.00% New
65 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 3,3273.3k $180.3k $180.3k 0.00% Added +3.2k +3,219
66 THOMPSON INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio MADISON, WI 2,7142.7k $145.6k $145.6k 0.02% Unchanged
67 Breakwater Investment Management 0.06% of their portfolio SEATTLE, WA 2,5652.6k $137.6k $137.6k 0.06% Unchanged
68 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 2,5482.5k $136.0k $136.0k 0.00% Added +1.4k +1,428
69 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 2,4302.4k $130.4k $130.4k 0.00% Unchanged
70 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 2,2562.3k $121.6k $121.6k 0.00% Added +1.5k +1,539
71 WEBSTER BANK, N. A. 0.01% of their portfolio WATERBURY, CT 2,1752.2k $116.7k $116.7k 0.01% Added +470 +470
72 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 1,8931.9k $101.6k $101.6k 0.00% Added +1.9k +1,853
73 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,7861.8k $95.8k $95.8k 0.00% Added +293 +293
74 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,7491.7k $93.8k $93.8k 0.00% New
75 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,7421.7k $93.5k $93.5k 0.00% Added +521 +521
76 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,7301.7k $92.8k $92.8k 0.00% Added +500 +500
77 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,7001.7k $91.2k $91.2k 0.00% Unchanged
78 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,0761.1k $57.7k $57.7k 0.00% Reduced -1.0k -1,025
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,0341.0k $55.5k $55.5k 0.00% Unchanged
80 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 870870 $46.7k $46.7k 0.00% Unchanged
81 Quintet Private Bank (Europe) S.A. 0.00% of their portfolio LUXEMBOURG, N4 864864 $53.7k $53.7k 0.00% New
82 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 700700 $37.6k $37.6k 0.00% Unchanged
83 Park Place Capital Corp 0.01% of their portfolio Homewood, AL 640640 $34.3k $34.3k 0.01% New
84 OLD SECOND NATIONAL BANK OF AURORA 0.01% of their portfolio AURORA, IL 600600 $32.2k $32.2k 0.01% Unchanged
85 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 556556 $29.9k $29.9k 0.00% Reduced -16.4k -16,368
86 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 470470 $25.2k $25.2k 0.00% Unchanged
87 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 444444 $23.8k $23.8k 0.00% Reduced -38 -38
88 TOMPKINS FINANCIAL CORP 0.00% of their portfolio ITHACA, NY 400400 $21.5k $21.5k 0.00% Unchanged
89 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 375375 $20.1k $20.1k 0.00% Unchanged
90 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 335335 $18.0k $18.0k 0.00% Unchanged
91 Colonial Trust Advisors 0.00% of their portfolio SPARTANBURG, SC 335335 $18.0k $18.0k 0.00% Unchanged
92 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 311311 $16.7k $16.7k 0.00% New
93 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 305305 $16.4k $16.4k 0.00% Unchanged
94 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 223223 $12.0k $12.0k 0.00% New
95 HAZLETT, BURT & WATSON, INC. 0.01% of their portfolio WHEELING, WV 190190 $10.0k $10.0k 0.01% Unchanged
96 Pacific Center for Financial Services 0.00% of their portfolio DANVILLE, CA 166166 $8.9k $8.9k 0.00% Unchanged
97 1832 Asset Management L.P. 0.00% of their portfolio TORONTO, A6 130130 $7.0k $7.0k 0.00% New
98 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 129129 $6.9k $6.9k 0.00% New
99 CWM, LLC 0.00% of their portfolio OMAHA, NE 125125 $7.0k $7.0k 0.00% Unchanged
100 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 100100 $5.4k $5.4k 0.00% New