Vault-13

ISHARES TR INDY

INDIA 50 ETF · ETP · CUSIP 464289529

100 institutional holders +2 vs Q4 2024
4,027,6294.0m shares reported held*
$204.5mreported value*
14 new 18 added 29 reduced 11 sold out net sold ≈ $248.6m (-4.9m 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 ≈ $50.77. Options: 1 managers hold calls ($15.2k notional), 1 hold puts ($126.9k).

Trends to Q1 2025

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: 98Q1 25: 100100Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202276
Q4 202280
Q1 202380
Q2 202373
Q3 202386
Q4 202385
Q1 2024102
Q2 2024104
Q3 2024105
Q4 202498
Q1 2025100

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 28 bought or addedQ2 23: 33 cut or sold outQ3 23: 43 bought or addedQ3 23: 24 cut or sold outQ3 23Q4 23: 42 bought or addedQ4 23: 32 cut or sold outQ1 24: 57 bought or addedQ1 24: 21 cut or sold outQ1 24Q2 24: 47 bought or addedQ2 24: 34 cut or sold outQ3 24: 39 bought or addedQ3 24: 37 cut or sold outQ3 24Q4 24: 40 bought or addedQ4 24: 42 cut or sold outQ1 25: 32 bought or addedQ1 25: 40 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232833
Q3 20234324
Q4 20234232
Q1 20245721
Q2 20244734
Q3 20243937
Q4 20244042
Q1 20253240

Calls vs puts

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

CallsPuts
$0$100k$200k$300k$400kQ2 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 0.00Q1 25 calls: $15.2kQ1 25 puts: $126.9kQ1 25P/C 8.33
Numbers
QuarterCallsPutsP/C
Q2 2024$343.4k$69.8k0.20
Q3 2024$332.2k$95.7k0.29
Q4 2024$396.6k$00.00
Q1 2025$15.2k$126.9k8.33

Biggest buyers

Summit Financial, LLC New +126,467+126.5k
OLD MISSION CAPITAL LLC New +66,018+66.0k
ROYAL BANK OF CANADA Added +57,749+57.7k
CITADEL ADVISORS LLC New +56,736+56.7k
BlackRock, Inc. Added +38,042+38.0k
BEARING POINT CAPITAL, LLC New +25,940+25.9k
Cerity Partners LLC New +5,058+5.1k
UBS Group AG Added +4,727+4.7k
KFA Private Wealth Group, LLC Added +4,554+4.6k
Quadrature Capital Ltd New +4,344+4.3k

Biggest sellers

State of Tennessee, Department of Treasury Sold out -4,737,647-4.7m
BANK OF AMERICA CORP /DE/ Reduced -139,939-139.9k
WELLS FARGO & COMPANY/MN Reduced -105,174-105.2k
MORGAN STANLEY Reduced -79,110-79.1k
Pasadena Private Wealth, LLC Sold out -56,848-56.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -50,019-50.0k
JANE STREET GROUP, LLC Reduced -39,641-39.6k
LPL Financial LLC Reduced -25,998-26.0k
Clear Creek Financial Management, LLC Sold out -13,053-13.1k
RAYMOND JAMES FINANCIAL INC Reduced -11,718-11.7k

Biggest calls

CITADEL ADVISORS LLC New $15.2k300 shares

Biggest puts

CITADEL ADVISORS LLC New $126.9k2.5k 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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,978,2512.0m $100.4m $100.4m 0.00% Added +38.0k +38,042
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 323,512323.5k $16.4m $16.4m 0.00% Reduced -79.1k -79,110
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 155,887155.9k $7.9m $7.9m 0.00% Reduced -105.2k -105,174
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 153,709153.7k $7.8m $7.8m 0.00% Added +4.7k +4,727
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 151,748151.7k $7.7m $7.7m 0.00% Reduced -26.0k -25,998
6 Cypress Capital Group 0.86% of their portfolio Palm Beach, FL 129,235129.2k $6.6m $6.6m 0.86% Added +3.5k +3,500
7 Summit Financial, LLC 0.18% of their portfolio PARSIPPANY, NJ 126,467126.5k $6.4m $6.4m 0.18% New
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 126,283126.3k $6.4m $6.4m 0.00% Reduced -139.9k -139,939
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 87,81187.8k $4.5m $4.5m 0.00% Added +57.7k +57,749
10 OLD MISSION CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 66,01866.0k $3.4m $3.4m 0.06% New
11 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 56,73656.7k $2.9m $2.9m 0.00% New
12 SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio London, X0 38,80438.8k $2.0m $2.0m 0.00% Unchanged
13 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 35,63935.6k $1.8m $1.8m 0.01% Added +2.5k +2,517
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 33,51133.5k $1.7m $1.7m 0.00% Reduced -11.7k -11,718
15 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,23031.2k $1.6m $1.6m 0.00% Reduced -39.6k -39,641
16 BANQUE PICTET & CIE SA 0.02% of their portfolio GENEVA 73, V8 30,00030.0k $1.5m $1.5m 0.02% Unchanged
17 BEARING POINT CAPITAL, LLC 0.28% of their portfolio BLOOMINGTON, MN 25,94025.9k $1.3m $1.3m 0.28% New
18 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 24,62824.6k $1.3m $1.3m 0.00% Added +36 +36
19 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 21,06321.1k $1.1m $1.1m 0.00% Unchanged
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 20,21820.2k $1.0m $1.0m 0.00% Reduced -4.0k -4,005
21 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 20,07520.1k $1.0m $1.0m 0.00% Reduced -4.6k -4,576
22 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 19,87319.9k $1.0m $1.0m 0.03% Reduced -203 -203
23 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 19,79319.8k $1.0m $1.0m 0.00% Added +363 +363
24 Atom Investors LP 0.11% of their portfolio AUSTIN, TX 18,37018.4k $932.6k $932.6k 0.11% Reduced -304 -304
25 Unique Wealth Strategies, LLC 0.42% of their portfolio BURR RIDGE, IL 18,33818.3k $931.0k $931.0k 0.42% Unchanged
26 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 17,26117.3k $876.0k $876.0k 0.04% Added +3.9k +3,888
27 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 16,00016.0k $812.3k $812.3k 0.00% Reduced -1.6k -1,646
28 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 13,21113.2k $670.7k $670.7k 0.01% Added +1.0k +1,011
29 PITCAIRN CO 0.04% of their portfolio CONSHOHOCKEN, PA 11,69011.7k $593.5k $593.5k 0.04% Unchanged
30 BRIGHTON JONES LLC 0.02% of their portfolio SEATTLE, WA 11,17711.2k $567.5k $567.5k 0.02% Unchanged
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,61010.6k $538.7k $538.7k 0.00% Reduced -1.8k -1,773
32 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,55910.6k $536.1k $536.1k 0.00% Reduced -266 -266
33 EVOKE WEALTH, LLC 0.01% of their portfolio Los Angeles, CA 10,36510.4k $526.2k $526.2k 0.01% Unchanged
34 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 9,8299.8k $499.0k $499.0k 0.00% Reduced -3.4k -3,409
35 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,0869.1k $461.4k $461.4k 0.00% Added +3.0k +3,019
36 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 8,9829.0k $456.0k $456.0k 0.01% Unchanged
37 KFA Private Wealth Group, LLC 0.16% of their portfolio Tysons, VA 8,8258.8k $448.1k $448.1k 0.16% Added +4.6k +4,554
38 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,4208.4k $427.5k $427.5k 0.00% Reduced -8.7k -8,719
39 FMR LLC 0.00% of their portfolio BOSTON, MA 7,5057.5k $381.0k $381.0k 0.00% Added +83 +83
40 Clarity Capital Partners LLC 0.15% of their portfolio Newport Beach, CA 7,2567.3k $368.4k $368.4k 0.15% Added +1.1k +1,124
41 CARRET ASSET MANAGEMENT, LLC 0.04% of their portfolio NEW YORK, NY 7,0717.1k $359.0k $359.0k 0.04% Added +1.3k +1,288
42 Finley Financial, LLC 0.20% of their portfolio LAS VEGAS, NV 6,9607.0k $367.7k $367.7k 0.20% Unchanged
43 Artisan Partners Limited Partnership 0.00% of their portfolio Milwaukee, WI 6,7046.7k $340.4k $340.4k 0.00% Unchanged
44 EAGLE HARBOR ASSET MANAGEMENT INC /ADV 0.34% of their portfolio SEATTLE, WA 6,5936.6k $339.4k $339.4k 0.34% Reduced -381 -381
45 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 6,3416.3k $322.0k $322.0k 0.01% Reduced -5.1k -5,108
46 Viewpoint Capital Management LLC 0.16% of their portfolio SEATTLE, WA 6,0056.0k $304.9k $304.9k 0.16% Unchanged
47 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,8075.8k $295.0k $295.0k 0.00% Added +9 +9
48 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 5,5675.6k $282.0k $282.0k 0.00% Added +2.0k +2,010
49 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 5,4745.5k $277.9k $277.9k 0.00% Reduced -670 -670
50 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 5,1205.1k $259.9k $259.9k 0.00% Unchanged
51 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 5,0585.1k $256.8k $256.8k 0.00% New
52 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 5,0335.0k $243.8k $243.8k 0.00% Unchanged
53 PURSUE WEALTH PARTNERS LLC 0.15% of their portfolio ALAMO, CA 5,0005.0k $253.8k $253.8k 0.15% Unchanged
54 Pine Valley Investments Ltd Liability Co 0.02% of their portfolio MARLTON, NJ 4,9264.9k $250.1k $250.1k 0.02% Reduced -71 -71
55 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4,8614.9k $246.8k $246.8k 0.00% Reduced -5.3k -5,324
56 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 4,5894.6k $233.0k $233.0k 0.00% Unchanged
57 TrinityBridge Ltd 0.01% of their portfolio LONDON, X0 4,5604.6k $232.0k $232.0k 0.01% Unchanged
58 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 4,4014.4k $223.4k $223.4k 0.00% Reduced -304 -304
59 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 4,3444.3k $220.5k $220.5k 0.00% New
60 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 4,1874.2k $211.7k $211.7k 0.00% New
61 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 4,1734.2k $211.9k $211.9k 0.00% Unchanged
62 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,0544.1k $205.8k $205.8k 0.00% Reduced -71 -71
63 Pinnacle Financial Group, LLC / IL 0.07% of their portfolio WESTERN SPRINGS, IL 3,9824.0k $202.2k $202.2k 0.07% New
64 OPTIMUM INVESTMENT ADVISORS 0.08% of their portfolio Chicago, IL 3,5353.5k $179.5k $179.5k 0.08% Unchanged
65 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,7142.7k $137.8k $137.8k 0.00% Reduced -4.4k -4,385
66 THOMPSON INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio MADISON, WI 2,7142.7k $137.8k $137.8k 0.02% Unchanged
67 Breakwater Investment Management 0.06% of their portfolio SEATTLE, WA 2,5652.6k $130.2k $130.2k 0.06% Unchanged
68 WEBSTER BANK, N. A. 0.01% of their portfolio WATERBURY, CT 2,5602.6k $130.0k $130.0k 0.01% Unchanged
69 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 2,4302.4k $123.4k $123.4k 0.00% Unchanged
70 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,7681.8k $89.5k $89.5k 0.00% New
71 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,6001.6k $81.2k $81.2k 0.00% Reduced -575 -575
72 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,5861.6k $80.5k $80.5k 0.00% Reduced -200 -200
73 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,2841.3k $65.2k $65.2k 0.00% Added +16 +16
74 SouthState Bank Corp 0.00% of their portfolio Winter Haven, FL 1,1731.2k $59.6k $59.6k 0.00% New
75 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,1351.1k $57.6k $57.6k 0.00% Reduced -101 -101
76 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 966966 $48.7k $48.7k 0.00% Reduced -23 -23
77 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 870870 $44.2k $44.2k 0.00% Unchanged
78 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 680680 $34.5k $34.5k 0.00% Unchanged
79 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 609609 $30.9k $30.9k 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 HAZLETT, BURT & WATSON, INC. 0.01% of their portfolio WHEELING, WV 410410 $20.0k $20.0k 0.01% Added +220 +220
84 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 375375 $19.1k $19.1k 0.00% Unchanged
85 Copia Wealth Management 0.02% of their portfolio BEND, OR 363363 $18.4k $18.4k 0.02% Unchanged
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 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 280280 $14.2k $14.2k 0.00% New
89 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 278278 $14.1k $14.1k 0.00% Reduced -90 -90
90 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 232232 $11.8k $11.8k 0.00% New
91 Pacific Center for Financial Services 0.00% of their portfolio DANVILLE, CA 166166 $8.4k $8.4k 0.00% Unchanged
92 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 135135 $6.9k $6.9k 0.00% Unchanged
93 CWM, LLC 0.00% of their portfolio OMAHA, NE 125125 $6.0k $6.0k 0.00% Unchanged
94 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 102102 $5.0k $5.0k 0.00% New
95 Rice Partnership, LLC 0.00% of their portfolio HONOLULU, HI 1818 $914 $914 0.00% Reduced -23 -23
96 Central Pacific Bank - Trust Division 0.00% of their portfolio HONOLULU, HI 99 $457 $457 0.00% Unchanged
97 Wood Tarver Financial Group, LLC 0.00% of their portfolio BOISE, ID 99 $459 $459 0.00% Unchanged
98 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 66 $305 $305 0.00% Unchanged
99 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 11 $51 $51 0.00% New
100 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged