Vault-13

ISHARES INC HEEM

CUR HD MSCI EM · ETP · CUSIP 46434G509

54 institutional holders +9 vs Q1 2026
3,961,1824.0m shares reported held*
$177.2mreported value*
10 new 15 added 15 reduced 2 sold out net bought ≈ $7.5m (+166.9k 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 ≈ $44.73. Options: 1 managers hold calls ($24.3m notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 39Q4 22: 38Q1 23: 38Q2 23: 36Q3 23: 38Q4 23: 39Q1 24: 38Q2 24: 38Q3 24: 39Q4 24: 46Q1 25: 42Q2 25: 48Q3 25: 45Q4 25: 47Q1 26: 45Q2 26: 5454Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202239
Q4 202238
Q1 202338
Q2 202336
Q3 202338
Q4 202339
Q1 202438
Q2 202438
Q3 202439
Q4 202446
Q1 202542
Q2 202548
Q3 202545
Q4 202547
Q1 202645
Q2 202654

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 19 bought or addedQ3 24: 14 cut or sold outQ4 24: 18 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 22 bought or addedQ1 25: 21 cut or sold outQ2 25: 22 bought or addedQ2 25: 20 cut or sold outQ2 25Q3 25: 18 bought or addedQ3 25: 20 cut or sold outQ4 25: 22 bought or addedQ4 25: 22 cut or sold outQ4 25Q1 26: 15 bought or addedQ1 26: 20 cut or sold outQ2 26: 25 bought or addedQ2 26: 17 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241914
Q4 20241814
Q1 20252221
Q2 20252220
Q3 20251820
Q4 20252222
Q1 20261520
Q2 20262517

Calls vs puts

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

CallsPuts
$0$10m$20m$30mQ3 25 calls: $3.5mQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $5.1mQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $16.3mQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $24.3mQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$3.5m$00.00
Q4 2025$5.1m$00.00
Q1 2026$16.3m$00.00
Q2 2026$24.3m$00.00

Biggest buyers

WELLS FARGO & COMPANY/MN Added +70,414+70.4k
MORGAN STANLEY Added +49,126+49.1k
SCOTIA CAPITAL INC. New +40,224+40.2k
Vertex Planning Partners, LLC Added +28,469+28.5k
OSAIC HOLDINGS, INC. Added +21,131+21.1k
MML INVESTORS SERVICES, LLC New +12,246+12.2k
EverSource Wealth Advisors, LLC New +8,669+8.7k
OLD MISSION CAPITAL LLC New +6,621+6.6k
LPL Financial LLC Added +6,134+6.1k
RAYMOND JAMES FINANCIAL INC Added +5,270+5.3k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -32,460-32.5k
BANK OF AMERICA CORP /DE/ Reduced -22,371-22.4k
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC Reduced -19,270-19.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -18,568-18.6k
Pictet Asset Management Holding SA Reduced -13,210-13.2k
PARK AVENUE SECURITIES LLC Reduced -4,299-4.3k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Sold out -3,775-3.8k
Friedenthal Financial Reduced -2,782-2.8k
COLDSTREAM CAPITAL MANAGEMENT INC Reduced -2,314-2.3k
Atria Investments, Inc Reduced -796-796

Biggest calls

SIMPLEX TRADING, LLC Added $24.3m246.6k 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.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.11% of their portfolio CHARLOTTE, NC 697,766697.8k $31.2m $31.2m 0.11% Reduced -19.3k -19,270
2 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 518,557518.6k $23.2m $23.2m 0.00% Added +70.4k +70,414
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 410,259410.3k $18.4m $18.4m 0.00% Added +49.1k +49,126
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 389,928389.9k $17.4m $17.4m 0.00% Reduced -22.4k -22,371
5 COLDSTREAM CAPITAL MANAGEMENT INC 0.17% of their portfolio BELLEVUE, WA 299,834299.8k $13.4m $13.4m 0.17% Reduced -2.3k -2,314
6 Pictet Asset Management Holding SA 0.01% of their portfolio CAROUGE, V8 252,301252.3k $11.3m $11.3m 0.01% Reduced -13.2k -13,210
7 Vertex Planning Partners, LLC 1.42% of their portfolio DOWNERS GROVE, IL 213,736213.7k $9.6m $9.6m 1.42% Added +28.5k +28,469
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 135,156135.2k $6.0m $6.0m 0.00% Added +739 +739
9 Friedenthal Financial 2.77% of their portfolio MARLTON, NJ 133,965134.0k $6.0m $6.0m 2.77% Reduced -2.8k -2,782
10 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 118,228118.2k $5.3m $5.3m 0.00% Added +1.8k +1,803
11 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 108,394108.4k $4.8m $4.8m 0.01% Added +2.8k +2,751
12 KINGSWOOD WEALTH ADVISORS, LLC 0.14% of their portfolio SAN DIEGO, CA 79,16379.2k $3.5m $3.5m 0.14% Added +1.4k +1,432
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 77,72377.7k $3.5m $3.5m 0.00% Reduced -18.6k -18,568
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 73,83273.8k $3.3m $3.3m 0.00% Added +6.1k +6,134
15 Forefront Analytics, LLC 2.83% of their portfolio WEST CONSHOHOCKEN, PA 58,20358.2k $2.6m $2.6m 2.83% Reduced -337 -337
16 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 40,46440.5k $1.8m $1.8m 0.00% Reduced -452 -452
17 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 40,22440.2k $1.8m $1.8m 0.01% New
18 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 35,13335.1k $1.6m $1.6m 0.00% Unchanged
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 31,56031.6k $1.4m $1.4m 0.00% Added +4.7k +4,670
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 30,23030.2k $1.4m $1.4m 0.00% Added +21.1k +21,131
21 Wealth Preservation Advisors, LLC 0.57% of their portfolio CHATTANOOGA, TN 22,46022.5k $1.0m $1.0m 0.57% Added +3.3k +3,298
22 TIAA TRUST, NATIONAL ASSOCIATION 0.05% of their portfolio CHARLOTTE, NC 17,24117.2k $771.2k $771.2k 0.05% Reduced -432 -432
23 Wharton Business Group, LLC 0.02% of their portfolio MALVERN, PA 15,86515.9k $709.6k $709.6k 0.02% Reduced -435 -435
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 15,25515.3k $682.4k $682.4k 0.00% Added +5.3k +5,270
25 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 14,35914.4k $642.3k $642.3k 0.01% First filing
26 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,24612.2k $547.8k $547.8k 0.00% New
27 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 11,50611.5k $514.7k $514.7k 0.00% Added +4.6k +4,626
28 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 11,28611.3k $504.8k $504.8k 0.01% Added +550 +550
29 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 9,7759.8k $437.2k $437.2k 0.01% Unchanged
30 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 9,2609.3k $414.0k $414.0k 0.00% Reduced -4.3k -4,299
31 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,9148.9k $398.7k $398.7k 0.00% Unchanged
32 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 8,6698.7k $387.8k $387.8k 0.01% New
33 Cranbrook Wealth Management, LLC 0.07% of their portfolio Bloomfield Hills, MI 8,1738.2k $365.6k $365.6k 0.07% Unchanged
34 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 6,6216.6k $296.2k $296.2k 0.01% New
35 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 6,5626.6k $293.5k $293.5k 0.00% Reduced -796 -796
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,7204.7k $211.1k $211.1k 0.00% New
37 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 4,6994.7k $210.2k $210.2k 0.01% New
38 Invst, LLC 0.02% of their portfolio INDIANAPOLIS, IN 4,6744.7k $209.1k $209.1k 0.02% New
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,3144.3k $193.0k $193.0k 0.00% Reduced -234 -234
40 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 3,2073.2k $143.5k $143.5k 0.01% New
41 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 3,0003.0k $134.2k $134.2k 0.00% Unchanged
42 Golden State Wealth Management, LLC 0.01% of their portfolio SANTA ANA, CA 2,3632.4k $105.7k $105.7k 0.01% Reduced -614 -614
43 LFA - Lugano Financial Advisors SA 0.06% of their portfolio LUGANO, V8 2,1002.1k $93.9k $93.9k 0.06% New
44 Harbor Asset Planning, Inc. 0.07% of their portfolio BELMONT, MA 2,0302.0k $90.8k $90.8k 0.07% Unchanged
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,6411.6k $73.4k $73.4k 0.00% Added +1.1k +1,091
46 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,4341.4k $64.1k $64.1k 0.00% Unchanged
47 FMR LLC 0.00% of their portfolio BOSTON, MA 1,1211.1k $50.1k $50.1k 0.00% Reduced -125 -125
48 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 716716 $32.0k $32.0k 0.00% New
49 Triumph Capital Management 0.01% of their portfolio DENVER, CO 700700 $31.3k $31.3k 0.01% Unchanged
50 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 614614 $27.5k $27.5k 0.00% Unchanged
51 Whipplewood Advisors, LLC 0.01% of their portfolio LITTLETON, CO 358358 $16.0k $16.0k 0.01% Unchanged
52 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 303303 $13.6k $13.6k 0.00% Unchanged
53 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 212212 $9.5k $9.5k 0.00% Unchanged
54 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 128128 $5.6k $5.6k 0.00% Unchanged