Vault-13

ISHARES INC ESGE

ESG AWR MSCI EM · ETP · CUSIP 46434G863

636 institutional holders +28 vs Q1 2026
93,109,82093.1m shares reported held*
$5.1bnreported value*
62 new 184 added 271 reduced 36 sold out net sold ≈ $107.8m (-1.8m 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 ($65.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.52. Options: 0 managers hold calls (— notional), 1 hold puts ($300.8k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 534Q4 22: 522Q1 23: 516Q2 23: 505Q3 23: 496Q4 23: 515Q1 24: 497Q2 24: 497Q3 24: 504Q4 24: 519Q1 25: 504Q2 25: 535Q3 25: 535Q4 25: 593Q1 26: 608Q2 26: 636636Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022534
Q4 2022522
Q1 2023516
Q2 2023505
Q3 2023496
Q4 2023515
Q1 2024497
Q2 2024497
Q3 2024504
Q4 2024519
Q1 2025504
Q2 2025535
Q3 2025535
Q4 2025593
Q1 2026608
Q2 2026636

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 230 bought or addedQ3 24: 211 cut or sold outQ4 24: 235 bought or addedQ4 24: 228 cut or sold outQ4 24Q1 25: 211 bought or addedQ1 25: 254 cut or sold outQ2 25: 257 bought or addedQ2 25: 228 cut or sold outQ2 25Q3 25: 240 bought or addedQ3 25: 234 cut or sold outQ4 25: 298 bought or addedQ4 25: 213 cut or sold outQ4 25Q1 26: 259 bought or addedQ1 26: 262 cut or sold outQ2 26: 246 bought or addedQ2 26: 307 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024230211
Q4 2024235228
Q1 2025211254
Q2 2025257228
Q3 2025240234
Q4 2025298213
Q1 2026259262
Q2 2026246307

Calls vs puts

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

CallsPuts
$0$100k$200k$300k$400kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $300.8kQ2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$300.8k—

Biggest buyers

US BANCORP \DE\ Added +700,970+701.0k
JANE STREET GROUP, LLC New +500,000+500.0k
JPMORGAN CHASE & CO Added +410,116+410.1k
FMR LLC Added +406,708+406.7k
MORGAN STANLEY Added +284,328+284.3k
ALLIANCEBERNSTEIN L.P. Added +203,651+203.7k
FLPUTNAM INVESTMENT MANAGEMENT CO Added +177,323+177.3k
Ellevest, Inc. New +169,106+169.1k
MARSHALL WACE, LLP Added +158,810+158.8k
M&T Bank Corp Added +120,614+120.6k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -706,863-706.9k
WIT, LLC Reduced -662,844-662.8k
Empower Advisory Group, LLC Reduced -568,145-568.1k
CAPITOLIS LIQUID GLOBAL MARKETS LLC Sold out -470,600-470.6k
BlackRock, Inc. Reduced -400,345-400.3k
NATIONAL BANK OF CANADA /FI/ Sold out -346,800-346.8k
BANK OF AMERICA CORP /DE/ Reduced -228,893-228.9k
Nearwater Capital Markets, Ltd Sold out -200,000-200.0k
TIAA Wealth Investment Management LLC Reduced -185,184-185.2k
Forefront Analytics, LLC Reduced -177,055-177.1k

Biggest calls

None

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $300.8k5.5k 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.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 16,489,65116.5m $901.8m $901.8m 0.06% Reduced -228.9k -228,893
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 5,936,2585.9m $324.7m $324.7m 0.02% Added +284.3k +284,328
3 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 5,462,4805.5m $298.7m $298.7m 0.03% Reduced -55.9k -55,943
4 Empower Advisory Group, LLC 0.61% of their portfolio Greenwood Village, CO 4,655,0044.7m $254.6m $254.6m 0.61% Reduced -568.1k -568,145
5 WIT, LLC 3.95% of their portfolio DISTRICT OF COLUMBIA, DC 4,518,9114.5m $247.1m $247.1m 3.95% Reduced -662.8k -662,844
6 FMR LLC 0.01% of their portfolio BOSTON, MA 3,292,7383.3m $180.1m $180.1m 0.01% Added +406.7k +406,708
7 Betterment LLC 0.28% of their portfolio NEW YORK, NY 3,042,2363.0m $166.4m $166.4m 0.28% Reduced -140.3k -140,294
8 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,822,7802.8m $152.2m $152.2m 0.01% Added +410.1k +410,116
9 TIAA Wealth Investment Management LLC 1.00% of their portfolio New York, NY 2,776,3382.8m $149.7m $149.7m 1.00% Reduced -185.2k -185,184
10 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,621,9012.6m $143.4m $143.4m 0.03% Reduced -706.9k -706,863
11 Wealthfront Advisers LLC 0.26% of their portfolio Palo Alto, CA 2,516,9312.5m $137.7m $137.7m 0.26% Added +12.4k +12,407
12 Creative Planning 0.06% of their portfolio OVERLAND PARK, KS 2,026,0102.0m $110.8m $110.8m 0.06% Added +11.8k +11,808
13 US BANCORP \DE\ 0.11% of their portfolio MINNEAPOLIS, MN 1,907,8081.9m $104.3m $104.3m 0.11% Added +701.0k +700,970
14 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,781,3981.8m $97.4m $97.4m 0.02% Added +98.1k +98,120
15 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,718,9031.7m $94.0m $94.0m 0.02% Reduced -13.9k -13,930
16 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,703,5901.7m $93.2m $93.2m 0.00% Reduced -400.3k -400,345
17 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,299,7521.3m $71.8m $71.8m 0.01% Reduced -111.5k -111,544
18 PNC Financial Services Group, Inc. 0.03% of their portfolio Pittsburgh, PA 1,288,9291.3m $70.5m $70.5m 0.03% Added +34.7k +34,652
19 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,283,1161.3m $70.2m $70.2m 0.01% Reduced -43.8k -43,772
20 Acorns Advisers, LLC 0.42% of their portfolio IRVINE, CA 1,187,9941.2m $65.0m $65.0m 0.42% Reduced -27.4k -27,389
21 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.20% of their portfolio CHARLOTTE, NC 1,041,4911.0m $57.0m $57.0m 0.20% Reduced -3.4k -3,404
22 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 932,491932.5k $51.0m $51.0m 0.06% Reduced -4.6k -4,573
23 FLPUTNAM INVESTMENT MANAGEMENT CO 0.48% of their portfolio PORTLAND, ME 734,756734.8k $40.5m $40.5m 0.48% Added +177.3k +177,323
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 730,940730.9k $40.0m $40.0m 0.02% Reduced -69.0k -68,964
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 718,646718.6k $39.3m $39.3m 0.00% Added +3.2k +3,192
26 M&T Bank Corp 0.11% of their portfolio BUFFALO, NY 693,861693.9k $37.9m $37.9m 0.11% Added +120.6k +120,614
27 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 665,440665.4k $36.4m $36.4m 0.01% Reduced -89.0k -89,044
28 MISSION WEALTH MANAGEMENT, LP 0.42% of their portfolio Santa Barbara, CA 622,173622.2k $34.0m $34.0m 0.42% Added +36.4k +36,383
29 FIFTH THIRD BANCORP 0.05% of their portfolio CINCINNATI, OH 564,283564.3k $30.9m $30.9m 0.05% Reduced -10.3k -10,268
30 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 500,000500.0k $27.3m $27.3m 0.02% New
31 IMPACTfolio, LLC 10.26% of their portfolio DENVER, CO 498,176498.2k $27.2m $27.2m 10.26% Added +12.5k +12,547
32 Envestnet Portfolio Solutions, Inc. 0.11% of their portfolio BERWYN, PA 425,195425.2k $23.3m $23.3m 0.11% Reduced -139.6k -139,635
33 Fiduciary Trust Co 0.24% of their portfolio Boston, MA 407,888407.9k $22.3m $22.3m 0.24% Reduced -17.1k -17,150
34 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 363,923363.9k $19.9m $19.9m 0.03% Added +12.3k +12,303
35 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 349,451349.5k $19.1m $19.1m 0.02% Reduced -13.9k -13,858
36 Beacon Pointe Advisors, LLC 0.09% of their portfolio NEWPORT BEACH, CA 339,722339.7k $18.6m $18.6m 0.09% Added +26.8k +26,792
37 EASTERN BANK 0.28% of their portfolio BOSTON, MA 339,094339.1k $18.5m $18.5m 0.28% Reduced -9.5k -9,492
38 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 331,003331.0k $18.1m $18.1m 0.00% Added +5.0k +4,970
39 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 322,945322.9k $17.7m $17.7m 0.02% Reduced -15.0k -15,020
40 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 319,148319.1k $17.5m $17.5m 0.02% Reduced -45.3k -45,265
41 Mariner, LLC 0.02% of their portfolio Overland Park, KS 312,630312.6k $17.1m $17.1m 0.02% Reduced -12.1k -12,086
42 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 297,764297.8k $16.3m $16.3m 0.02% Added +27.5k +27,491
43 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 282,277282.3k $12.8m $12.8m 0.00% Added +203.7k +203,651
44 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.19% of their portfolio PORTLAND, OR 281,749281.7k $15.4m $15.4m 0.19% Reduced -1.5k -1,526
45 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.21% of their portfolio Seattle, WA 262,736262.7k $14.4m $14.4m 0.21% Reduced -8.6k -8,595
46 PARK AVENUE SECURITIES LLC 0.09% of their portfolio NEW YORK, NY 249,207249.2k $13.6m $13.6m 0.09% Reduced -64.6k -64,633
47 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 205,792205.8k $11.3m $11.3m 0.01% Added +37.7k +37,668
48 Global Retirement Partners, LLC 0.16% of their portfolio San Rafael, CA 193,007193.0k $10.6m $10.6m 0.16% First filing
49 Forefront Analytics, LLC 11.43% of their portfolio WEST CONSHOHOCKEN, PA 192,398192.4k $10.5m $10.5m 11.43% Reduced -177.1k -177,055
50 Composition Wealth, LLC 0.12% of their portfolio LOS ANGELES, CA 186,685186.7k $10.2m $10.2m 0.12% Reduced -11.8k -11,770
51 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 174,125174.1k $9.5m $9.5m 0.02% Reduced -9.2k -9,210
52 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 171,457171.5k $9.2m $9.2m 0.00% Added +15.6k +15,633
53 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 170,076170.1k $9.3m $9.3m 0.01% Added +158.8k +158,810
54 Ellevest, Inc. 0.05% of their portfolio NEW YORK, NY 169,106169.1k $428.8k $428.8k 0.05% New
55 Ally Invest Advisors Inc. 0.56% of their portfolio CHARLOTTE, NC 169,049169.0k $9.2m $9.2m 0.56% Reduced -4.5k -4,487
56 MATHER GROUP, LLC. 0.08% of their portfolio CHICAGO, IL 168,404168.4k $9.2m $9.2m 0.08% Added +11.3k +11,257
57 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 166,631166.6k $9.1m $9.1m 0.00% Unchanged
58 Intergy Private Wealth, LLC 2.06% of their portfolio COLORADO SPRINGS, CO 163,205163.2k $8.9m $8.9m 2.06% Added +759 +759
59 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 159,429159.4k $8.7m $8.7m 0.00% Reduced -8.5k -8,459
60 Modera Wealth Management, LLC 0.09% of their portfolio WESTWOOD, NJ 155,700155.7k $8.5m $8.5m 0.09% Added +328 +328
61 OXFORD FINANCIAL GROUP, LTD. LLC 0.42% of their portfolio INDIANAPOLIS, IN 153,284153.3k $8.4m $8.4m 0.42% Reduced -4.1k -4,140
62 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 150,083150.1k $8.2m $8.2m 0.00% Added +22.3k +22,329
63 Stanich Group LLC 5.08% of their portfolio MONTAUK, NY 147,616147.6k $8.1m $8.1m 5.08% Added +5.8k +5,767
64 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 139,626139.6k $7.6m $7.6m 0.02% Added +23.9k +23,942
65 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 132,262132.3k $7.2m $7.2m 0.01% Reduced -11.3k -11,334
66 BALDWIN WEALTH PARTNERS LLC/MA 0.47% of their portfolio Marion, MA 130,114130.1k $7.1m $7.1m 0.47% Added +2.2k +2,161
67 Laurel Wealth Planning LLC 3.12% of their portfolio EDINA, MN 128,745128.7k $7.0m $7.0m 3.12% Reduced -3.5k -3,464
68 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 127,903127.9k $7.0m $7.0m 0.04% Added +657 +657
69 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 126,515126.5k $6.9m $6.9m 0.00% Reduced -18.1k -18,121
70 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 123,954124.0k $6.8m $6.8m 0.01% Unchanged
71 Alesco Advisors, LLC, An ESL Co 0.15% of their portfolio Pittsford, NY 121,454121.5k $6.6m $6.6m 0.15% Added +87 +87
72 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 120,456120.5k $6.6m $6.6m 0.01% Reduced -5.5k -5,496
73 Allworth Financial LP 0.03% of their portfolio FOLSOM, CA 113,898113.9k $6.2m $6.2m 0.03% Added +1.2k +1,200
74 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 109,539109.5k $6.0m $6.0m 0.02% Added +98.0k +98,021
75 Quent Capital, LLC 0.36% of their portfolio NEW YORK, NY 107,893107.9k $5.9m $5.9m 0.36% Reduced -1.9k -1,872
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 106,171106.2k $5.8m $5.8m 0.00% Added +32.1k +32,070
77 BAILARD, INC. 0.12% of their portfolio Foster City, CA 104,287104.3k $5.7m $5.7m 0.12% Reduced -2.8k -2,849
78 Wealthspire Advisors, LLC 0.03% of their portfolio NEW YORK, NY 101,665101.7k $5.6m $5.6m 0.03% Reduced -9.4k -9,394
79 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 100,292100.3k $5.5m $5.5m 0.01% Added +3.4k +3,402
80 NORTHSTAR ASSET MANAGEMENT INC 1.61% of their portfolio Boston, MA 100,200100.2k $5.5m $5.5m 1.61% Added +20.8k +20,819
81 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 95,94095.9k $5.2m $5.2m 0.01% Reduced -4.2k -4,177
82 High Note Wealth, LLC 0.88% of their portfolio DEEPHAVEN, MN 94,53094.5k $5.2m $5.2m 0.88% Reduced -108 -108
83 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 92,73092.7k $5.1m $5.1m 0.01% Reduced -12.3k -12,340
84 Sand Hill Global Advisors, LLC 0.15% of their portfolio Palo Alto, CA 92,35592.4k $5.1m $5.1m 0.15% Reduced -12.1k -12,079
85 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 92,01392.0k $5.0m $5.0m 0.01% Reduced -156.0k -156,011
86 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 91,22091.2k $4.9m $4.9m 0.01% Added +20.6k +20,618
87 CABOT WEALTH MANAGEMENT INC 0.49% of their portfolio BEVERLY, MA 88,81188.8k $4.9m $4.9m 0.49% Added +25.0k +24,998
88 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 88,72188.7k $4.9m $4.9m 0.01% Reduced -18.5k -18,519
89 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 85,13385.1k $4.7m $4.7m 0.01% Reduced -4.8k -4,792
90 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 84,86884.9k $4.6m $4.6m 0.01% Reduced -16.4k -16,450
91 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 83,93083.9k $4.6m $4.6m 0.01% Reduced -6.2k -6,192
92 Centennial Bank/AR/ 1.41% of their portfolio CONWAY, AR 80,25080.2k $4.4m $4.4m 1.41% Added +850 +850
93 North Berkeley Wealth Management, LLC 1.72% of their portfolio Berkeley, CA 77,84077.8k $4.3m $4.3m 1.72% Added +23.8k +23,795
94 RAFFA WEALTH MANAGEMENT, LLC 0.52% of their portfolio WASHINGTON, DC 75,96676.0k $4.2m $4.2m 0.52% Added +1.8k +1,830
95 Apella Capital, LLC 0.05% of their portfolio WEST HARTFORD, CT 70,92770.9k $3.7m $3.7m 0.05% Reduced -460 -460
96 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 70,63170.6k $3.9m $3.9m 0.01% Reduced -1.5k -1,486
97 AlTi Global, Inc. 0.08% of their portfolio NEW YORK, NY 70,18670.2k $3.8m $3.8m 0.08% Added +5.5k +5,463
98 Robertson Stephens Wealth Management, LLC 0.09% of their portfolio San Francisco, CA 70,00570.0k $3.8m $3.8m 0.09% Added +4.7k +4,748
99 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 69,96270.0k $3.8m $3.8m 0.02% Added +3.6k +3,626
100 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 68,29968.3k $3.7m $3.7m 0.03% Added +18.1k +18,102