Vault-13

ISHARES TR INDY

INDIA 50 ETF · ETP · CUSIP 464289529

98 institutional holders -7 vs Q3 2024
8,926,1088.9m shares reported held*
$453.8mreported value*
8 new 32 added 26 reduced 16 sold out net bought ≈ $9.8m (+192.0k 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 ≈ $50.84. Options: 1 managers hold calls ($396.6k notional), 0 hold puts (—).

Trends to Q4 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: 104Q3 24: 105Q4 24: 9898Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202276
Q4 202280
Q1 202380
Q2 202373
Q3 202386
Q4 202385
Q1 2024102
Q2 2024104
Q3 2024105
Q4 202498

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 39 bought or addedQ3 24: 37 cut or sold outQ4 24: 40 bought or addedQ4 24: 42 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20233234
Q2 20232833
Q3 20234324
Q4 20234232
Q1 20245721
Q2 20244734
Q3 20243937
Q4 20244042

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ1 24 calls: $1.1mQ1 24 puts: $20.2kQ1 24P/C 0.02Q2 24 calls: $343.4kQ2 24 puts: $69.8kQ2 24P/C 0.20Q3 24 calls: $332.2kQ3 24 puts: $95.7kQ3 24P/C 0.29Q4 24 calls: $396.6kQ4 24 puts: $0Q4 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2024$1.1m$20.2k0.02
Q2 2024$343.4k$69.8k0.20
Q3 2024$332.2k$95.7k0.29
Q4 2024$396.6k$00.00

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +241,586+241.6k
LPL Financial LLC Added +85,760+85.8k
JANE STREET GROUP, LLC New +70,871+70.9k
WELLS FARGO & COMPANY/MN Added +30,751+30.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +16,892+16.9k
FLOW TRADERS U.S. LLC New +13,373+13.4k
Clear Creek Financial Management, LLC New +13,053+13.1k
MERCER GLOBAL ADVISORS INC /ADV Added +8,182+8.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +5,744+5.7k
Apollon Wealth Management, LLC Added +4,655+4.7k

Biggest sellers

State of Tennessee, Department of Treasury Reduced -141,769-141.8k
Owen LaRue, LLC Reduced -25,350-25.4k
CITADEL ADVISORS LLC Sold out -25,311-25.3k
MORGAN STANLEY Reduced -21,046-21.0k
BlackRock, Inc. Reduced -19,021-19.0k
Clarity Capital Partners LLC Reduced -17,593-17.6k
UBS Group AG Reduced -15,077-15.1k
Migdal Insurance & Financial Holdings Ltd. Sold out -13,400-13.4k
Cypress Capital Group Reduced -8,902-8.9k
ARRIEN INVESTMENTS, INC. Sold out -5,142-5.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $396.6k7.8k 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.

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 State of Tennessee, Department of Treasury 0.87% of their portfolio NASHVILLE, TN 4,737,6474.7m $240.9m $240.9m 0.87% Reduced -141.8k -141,769
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,940,2091.9m $98.6m $98.6m 0.00% Reduced -19.0k -19,021
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 402,622402.6k $20.5m $20.5m 0.00% Reduced -21.0k -21,046
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 266,222266.2k $13.5m $13.5m 0.00% Added +241.6k +241,586
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 261,061261.1k $13.3m $13.3m 0.00% Added +30.8k +30,751
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 177,746177.7k $9.0m $9.0m 0.00% Added +85.8k +85,760
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 148,982149.0k $7.6m $7.6m 0.00% Reduced -15.1k -15,077
8 Cypress Capital Group 0.78% of their portfolio Palm Beach, FL 125,735125.7k $6.4m $6.4m 0.78% Reduced -8.9k -8,902
9 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 70,87170.9k $3.6m $3.6m 0.01% New
10 Pasadena Private Wealth, LLC 0.59% of their portfolio PASADENA, CA 56,84856.8k $2.9m $2.9m 0.59% Added +1.7k +1,720
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 50,01950.0k $2.5m $2.5m 0.00% Added +16.9k +16,892
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 45,22945.2k $2.3m $2.3m 0.00% First filing
13 SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio London, X0 38,80438.8k $2.0m $2.0m 0.00% Added +180 +180
14 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 33,12233.1k $1.7m $1.7m 0.01% Added +2.8k +2,823
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 30,06230.1k $1.5m $1.5m 0.00% Added +59 +59
16 BANQUE PICTET & CIE SA 0.01% of their portfolio GENEVA 73, V8 30,00030.0k $1.5m $1.5m 0.01% Unchanged
17 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 24,65124.7k $1.3m $1.3m 0.00% Added +2.1k +2,110
18 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 24,59224.6k $1.3m $1.3m 0.00% Reduced -140 -140
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 24,22324.2k $1.2m $1.2m 0.00% Added +2.1k +2,073
20 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 21,06321.1k $1.1m $1.1m 0.00% Reduced -1.5k -1,477
21 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 20,07620.1k $1.0m $1.0m 0.03% Reduced -502 -502
22 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 19,43019.4k $988.0k $988.0k 0.00% Added +2.3k +2,310
23 Atom Investors LP 0.12% of their portfolio AUSTIN, TX 18,67418.7k $949.4k $949.4k 0.12% Added +2.6k +2,611
24 Unique Wealth Strategies, LLC 0.41% of their portfolio BURR RIDGE, IL 18,33818.3k $932.3k $932.3k 0.41% Added +1.3k +1,317
25 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 17,64617.6k $897.1k $897.1k 0.00% Reduced -2.2k -2,192
26 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 17,13917.1k $871.3k $871.3k 0.00% Added +8.2k +8,182
27 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 13,37313.4k $680.0k $680.0k 0.03% New
28 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 13,23813.2k $673.0k $673.0k 0.00% Unchanged
29 Clear Creek Financial Management, LLC 0.07% of their portfolio SILVERDALE, WA 13,05313.1k $663.6k $663.6k 0.07% New
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,38312.4k $629.6k $629.6k 0.00% Reduced -335 -335
31 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 12,20012.2k $620.2k $620.2k 0.01% Reduced -1.4k -1,400
32 PITCAIRN CO 0.04% of their portfolio CONSHOHOCKEN, PA 11,69011.7k $594.3k $594.3k 0.04% Unchanged
33 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 11,44911.4k $582.1k $582.1k 0.01% Added +4.7k +4,655
34 BRIGHTON JONES LLC 0.02% of their portfolio SEATTLE, WA 11,17711.2k $568.3k $568.3k 0.02% Added +7 +7
35 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,82510.8k $550.3k $550.3k 0.00% Reduced -178 -178
36 EVOKE WEALTH, LLC 0.01% of their portfolio Los Angeles, CA 10,36510.4k $527.0k $527.0k 0.01% Added +1.0k +1,000
37 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,18510.2k $517.8k $517.8k 0.00% Reduced -865 -865
38 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 8,9829.0k $456.6k $456.6k 0.01% Unchanged
39 FMR LLC 0.00% of their portfolio BOSTON, MA 7,4227.4k $377.3k $377.3k 0.00% Added +451 +451
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,0997.1k $360.9k $360.9k 0.00% Added +5.7k +5,744
41 EAGLE HARBOR ASSET MANAGEMENT INC /ADV 0.37% of their portfolio SEATTLE, WA 6,9747.0k $367.1k $367.1k 0.37% Added +77 +77
42 Finley Financial, LLC 0.18% of their portfolio LAS VEGAS, NV 6,9607.0k $347.9k $347.9k 0.18% First filing
43 Artisan Partners Limited Partnership 0.00% of their portfolio Milwaukee, WI 6,7046.7k $340.8k $340.8k 0.00% Reduced -745 -745
44 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,1446.1k $312.4k $312.4k 0.00% Reduced -400 -400
45 Clarity Capital Partners LLC 0.16% of their portfolio Newport Beach, CA 6,1326.1k $311.8k $311.8k 0.16% Reduced -17.6k -17,593
46 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,0676.1k $308.5k $308.5k 0.00% Reduced -2.9k -2,888
47 Viewpoint Capital Management LLC 0.16% of their portfolio SEATTLE, WA 6,0056.0k $305.3k $305.3k 0.16% Unchanged
48 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,7985.8k $295.0k $295.0k 0.00% Reduced -366 -366
49 CARRET ASSET MANAGEMENT, LLC 0.03% of their portfolio NEW YORK, NY 5,7835.8k $294.0k $294.0k 0.03% Added +2.0k +2,010
50 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 5,1205.1k $260.3k $260.3k 0.00% Unchanged
51 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 5,0335.0k $255.4k $255.4k 0.00% Reduced -1.9k -1,923
52 PURSUE WEALTH PARTNERS LLC 0.15% of their portfolio ALAMO, CA 5,0005.0k $254.2k $254.2k 0.15% Unchanged
53 Pine Valley Investments Ltd Liability Co 0.02% of their portfolio MARLTON, NJ 4,9975.0k $254.0k $254.0k 0.02% Added +6 +6
54 Owen LaRue, LLC 0.13% of their portfolio ELIZABETHTOWN, KY 4,8004.8k $244.0k $244.0k 0.13% Reduced -25.4k -25,350
55 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 4,7054.7k $239.2k $239.2k 0.00% Reduced -93 -93
56 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 4,5894.6k $233.3k $233.3k 0.00% Unchanged
57 TrinityBridge Ltd 0.01% of their portfolio LONDON, X0 4,5604.6k $232.0k $232.0k 0.01% Unchanged
58 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 4,4174.4k $224.6k $224.6k 0.00% Unchanged
59 KFA Private Wealth Group, LLC 0.09% of their portfolio Tysons, VA 4,2714.3k $217.2k $217.2k 0.09% New
60 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 4,1734.2k $212.2k $212.2k 0.00% Added +6 +6
61 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,1254.1k $209.7k $209.7k 0.00% Added +259 +259
62 GK Wealth Management LLC 0.26% of their portfolio RENO, NV 4,0454.0k $205.7k $205.7k 0.26% First filing
63 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3,5573.6k $180.8k $180.8k 0.00% Added +1.5k +1,548
64 OPTIMUM INVESTMENT ADVISORS 0.08% of their portfolio Chicago, IL 3,5353.5k $179.7k $179.7k 0.08% Added +2.5k +2,535
65 THOMPSON INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio MADISON, WI 2,7142.7k $138.0k $138.0k 0.02% Unchanged
66 Breakwater Investment Management 0.06% of their portfolio SEATTLE, WA 2,5652.6k $130.4k $130.4k 0.06% Unchanged
67 WEBSTER BANK, N. A. 0.01% of their portfolio WATERBURY, CT 2,5602.6k $130.2k $130.2k 0.01% Added +385 +385
68 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 2,4302.4k $123.5k $123.5k 0.00% Unchanged
69 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 2,1752.2k $110.6k $110.6k 0.00% Reduced -250 -250
70 BOCHK Asset Management Ltd 0.03% of their portfolio Hong Kong, K3 2,0002.0k $101.7k $101.7k 0.03% New
71 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,7861.8k $90.8k $90.8k 0.00% Reduced -199 -199
72 SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 0.01% of their portfolio COLUMBIA, SC 1,3081.3k $66.5k $66.5k 0.01% New
73 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,2681.3k $64.5k $64.5k 0.00% Reduced -520 -520
74 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,2361.2k $62.8k $62.8k 0.00% Added +8 +8
75 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 989989 $50.3k $50.3k 0.00% Reduced -174 -174
76 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 870870 $44.2k $44.2k 0.00% Unchanged
77 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 680680 $34.6k $34.6k 0.00% Added +11 +11
78 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 678678 $34.5k $34.5k 0.00% Added +384 +384
79 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 609609 $31.0k $31.0k 0.00% Unchanged
80 OLD SECOND NATIONAL BANK OF AURORA 0.01% of their portfolio AURORA, IL 600600 $30.5k $30.5k 0.01% Unchanged
81 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 496496 $25.2k $25.2k 0.00% Unchanged
82 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 470470 $23.9k $23.9k 0.00% Unchanged
83 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 375375 $19.1k $19.1k 0.00% Unchanged
84 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 368368 $18.7k $18.7k 0.00% Reduced -1.2k -1,248
85 Copia Wealth Management 0.02% of their portfolio BEND, OR 363363 $18.5k $18.5k 0.02% First filing
86 Colonial Trust Advisors 0.00% of their portfolio SPARTANBURG, SC 335335 $17.0k $17.0k 0.00% Unchanged
87 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 305305 $15.5k $15.5k 0.00% Unchanged
88 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 300300 $15.3k $15.3k 0.00% New
89 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 190190 $9.0k $9.0k 0.00% Unchanged
90 Pacific Center for Financial Services 0.00% of their portfolio DANVILLE, CA 166166 $8.4k $8.4k 0.00% Unchanged
91 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 135135 $6.9k $6.9k 0.00% Added +15 +15
92 CWM, LLC 0.00% of their portfolio OMAHA, NE 125125 $6.0k $6.0k 0.00% Unchanged
93 Rice Partnership, LLC 0.00% of their portfolio HONOLULU, HI 4141 $2.1k $2.1k 0.00% Added +1 +1
94 Central Pacific Bank - Trust Division 0.00% of their portfolio HONOLULU, HI 99 $458 $458 0.00% Unchanged
95 Wood Tarver Financial Group, LLC 0.00% of their portfolio BOISE, ID 99 $0 $0 0.00% First filing
96 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 66 $305 $305 0.00% Unchanged
97 Kohmann Bosshard Financial Services, LLC 0.00% of their portfolio FAIRLAWN, OH 11 $51 $51 0.00% New
98 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged