ISHARES TR INDY
INDIA 50 ETF · ETP · CUSIP 464289529
105
institutional holders
+1 vs Q2 2024
8.8m
shares reported held*
$498.0mreported value*
9 new
30 added
30 reduced
7 sold out
net sold ≈ $112.1k (-1.9k 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 ≈ $56.30. Options: 2 managers hold calls ($332.2k notional), 1 hold puts ($95.7k).
Trends to Q3 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 |
| Q2 2024 | 104 |
| Q3 2024 | 105 |
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 |
| Q2 2024 | 47 | 34 |
| Q3 2024 | 39 | 37 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $285.6k | $14.8k | 0.05 |
| Q1 2024 | $1.1m | $20.2k | 0.02 |
| Q2 2024 | $343.4k | $69.8k | 0.20 |
| Q3 2024 | $332.2k | $95.7k | 0.29 |
Biggest buyers
| UBS Group AG | Added | +55.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +29.2k |
| CITADEL ADVISORS LLC | Added | +20.5k |
| WELLS FARGO & COMPANY/MN | Added | +13.6k |
| PITCAIRN CO | New | +11.7k |
| EVOKE WEALTH, LLC | New | +9.4k |
| MERCER GLOBAL ADVISORS INC /ADV | New | +9.0k |
| Owen LaRue, LLC | Added | +8.8k |
| Russell Investments Group, Ltd. | Added | +4.8k |
| Atom Investors LP | Added | +4.7k |
Biggest sellers
| State of Tennessee, Department of Treasury | Reduced | -58.2k |
| ROYAL BANK OF CANADA | Reduced | -35.8k |
| MORGAN STANLEY | Reduced | -30.6k |
| Realta Investment Advisors | Sold out | -13.3k |
| Waverly Advisors, LLC | Reduced | -11.7k |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | Sold out | -9.0k |
| CIBC WORLD MARKET INC. | Reduced | -7.6k |
| Belvedere Trading LLC | Sold out | -6.2k |
| MARSHALL WACE, LLP | Sold out | -5.9k |
| SVB WEALTH LLC | Sold out | -4.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $298.4k5.3k shares |
| CITADEL ADVISORS LLC | Reduced | $33.8k600 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $95.7k1.7k 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| State of Tennessee, Department of Treasury 0.97% of their portfolio | 4.9m $274.7m | Reduced -58.2k |
| BlackRock, Inc. 0.00% of their portfolio | 2.0m $110.3m | First filing |
| MORGAN STANLEY 0.00% of their portfolio | 423.7k $23.9m | Reduced -30.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 230.3k $13.0m | Added +13.6k |
| UBS Group AG 0.00% of their portfolio | 164.1k $9.2m | Added +55.9k |
| Cypress Capital Group 0.85% of their portfolio | 134.6k $7.6m | Reduced -1.2k |
| Gateway Advisory, LLC 1.16% of their portfolio | 128.2k $7.2m | Reduced -2.1k |
| LPL Financial LLC 0.00% of their portfolio | 92.0k $5.2m | Reduced -905 |
| Pasadena Private Wealth, LLC 0.66% of their portfolio | 55.1k $3.1m | Reduced -1.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 38.6k $2.2m | Reduced -1.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 33.1k $1.9m | Added +29.2k |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 30.3k $1.7m | Added +1.4k |
| Owen LaRue, LLC 0.90% of their portfolio | 30.1k $1.7m | Added +8.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 30.0k $1.7m | Reduced -35.8k |
| BANQUE PICTET & CIE SA 0.02% of their portfolio | 30.0k $1.7m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 25.3k $1.4m | Added +20.5k |
| Creative Planning 0.00% of their portfolio | 24.7k $1.4m | Added +1.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 24.6k $1.4m | Reduced -1.7k |
| Clarity Capital Partners LLC 0.79% of their portfolio | 23.7k $1.3m | Added +2.2k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 22.5k $1.3m | Added +659 |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 22.5k $1.3m | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 22.1k $1.2m | Added +3.0k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 21.1k $1.2m | Added +185 |
| IFP Advisors, Inc 0.04% of their portfolio | 20.6k $1.2m | Reduced -154 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 19.8k $1.1m | Added +4.8k |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 17.1k $964.0k | Reduced -7.6k |
| Unique Wealth Strategies, LLC 0.41% of their portfolio | 17.0k $958.3k | Added +1.5k |
| Atom Investors LP 0.09% of their portfolio | 16.1k $904.3k | Added +4.7k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 13.7k $770.6k | Added +366 |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 13.6k $765.7k | Reduced -79 |
| Migdal Insurance & Financial Holdings Ltd. 0.01% of their portfolio | 13.4k $754.0k | Unchanged |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 13.2k $745.3k | Reduced -1.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 12.7k $716.0k | Reduced -141 |
| PITCAIRN CO 0.04% of their portfolio | 11.7k $658.1k | New |
| BRIGHTON JONES LLC 0.02% of their portfolio | 11.2k $628.9k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 11.1k $622.1k | Reduced -235 |
| Cetera Investment Advisers 0.00% of their portfolio | 11.0k $619.5k | Added +719 |
| EVOKE WEALTH, LLC 0.01% of their portfolio | 9.4k $527.2k | New |
| Clearstead Advisors, LLC 0.01% of their portfolio | 9.0k $505.7k | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 9.0k $501.9k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 9.0k $504.2k | Reduced -121 |
| Artisan Partners Limited Partnership 0.00% of their portfolio | 7.4k $419.4k | Reduced -309 |
| FMR LLC 0.00% of their portfolio | 7.0k $392.5k | Reduced -102 |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 7.0k $391.6k | Added +3.6k |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV 0.40% of their portfolio | 6.9k $403.7k | Unchanged |
| Apollon Wealth Management, LLC 0.01% of their portfolio | 6.8k $382.5k | Added +1.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 6.5k $368.4k | Added +223 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 6.2k $347.0k | Reduced -31 |
| Viewpoint Capital Management LLC 0.19% of their portfolio | 6.0k $342.4k | Unchanged |
| ARRIEN INVESTMENTS, INC. 0.21% of their portfolio | 5.1k $289.5k | Reduced -2.8k |
| Rathbones Group PLC 0.00% of their portfolio | 5.1k $288.3k | Unchanged |
| PURSUE WEALTH PARTNERS LLC 0.15% of their portfolio | 5.0k $281.5k | Unchanged |
| Pine Valley Investments Ltd Liability Co 0.02% of their portfolio | 5.0k $281.0k | Added +200 |
| TOWNSQUARE CAPITAL LLC 0.00% of their portfolio | 4.8k $270.1k | Added +177 |
| NewEdge Wealth, LLC 0.00% of their portfolio | 4.6k $258.4k | Unchanged |
| TrinityBridge Ltd 0.01% of their portfolio | 4.6k $257.0k | Unchanged |
| GLENMEDE TRUST CO NA 0.00% of their portfolio | 4.4k $250.1k | Unchanged |
| D.A. DAVIDSON & CO. 0.00% of their portfolio | 4.4k $248.7k | Added +408 |
| Waypoint Capital Advisors, LLC 0.05% of their portfolio | 4.2k $238.1k | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 4.2k $234.6k | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 4.1k $229.0k | New |
| Equitable Holdings, Inc. 0.00% of their portfolio | 3.9k $217.7k | Unchanged |
| CARRET ASSET MANAGEMENT, LLC 0.02% of their portfolio | 3.8k $212.4k | New |
| Waverly Advisors, LLC 0.00% of their portfolio | 3.7k $208.6k | Reduced -11.7k |
| LAKE STREET PRIVATE WEALTH, LLC 0.03% of their portfolio | 3.6k $203.8k | New |
| THOMPSON INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio | 2.7k $152.8k | Unchanged |
| Breakwater Investment Management 0.06% of their portfolio | 2.6k $144.4k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 2.4k $136.8k | Unchanged |
| Spire Wealth Management 0.00% of their portfolio | 2.4k $136.5k | Added +725 |
| WEBSTER BANK, N. A. 0.01% of their portfolio | 2.2k $122.5k | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 2.1k $119.0k | Reduced -1.8k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 2.0k $114.6k | Added +260 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 2.0k $111.8k | Added +199 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 1.8k $100.6k | Added +46 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6k $91.0k | Added +1.1k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1.4k $76.3k | Added +321 |
| COMERICA BANK 0.00% of their portfolio | 1.2k $69.1k | Reduced -502 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 1.2k $65.5k | Added +940 |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 1.1k $60.0k | Reduced -1.5k |
| OPTIMUM INVESTMENT ADVISORS 0.02% of their portfolio | 1.0k $56.3k | New |
| Quintet Private Bank (Europe) S.A. 0.00% of their portfolio | 1.0k $56.3k | Added +136 |
| First Horizon Advisors, Inc. 0.00% of their portfolio | 870 $49.0k | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 669 $38.1k | Reduced -1.6k |
| Park Place Capital Corp 0.01% of their portfolio | 640 $36.0k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 609 $34.3k | Reduced -91 |
| OLD SECOND NATIONAL BANK OF AURORA 0.01% of their portfolio | 600 $33.8k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 496 $27.9k | Reduced -580 |
| US BANCORP \DE\ 0.00% of their portfolio | 470 $26.5k | Unchanged |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 444 $24.4k | Unchanged |
| TOMPKINS FINANCIAL CORP 0.00% of their portfolio | 400 $22.5k | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 375 $21.1k | Unchanged |
| TORONTO DOMINION BANK 0.00% of their portfolio | 359 $20.2k | New |
| Colonial Trust Advisors 0.00% of their portfolio | 335 $18.9k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 305 $17.2k | Unchanged |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 294 $16.6k | Reduced -1.6k |
| HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio | 190 $10.0k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 183 $10.3k | Reduced -128 |
| Pacific Center for Financial Services 0.00% of their portfolio | 166 $9.3k | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 129 $7.3k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 125 $7.0k | Unchanged |