13F Insight
DOSSIER · 13F Holders · Q4 2025High-convictionMulti-bagger
EMHY

ISHARES INC

128 institutions still hold ISHARES INC as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464286285·128 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 9.3%
vs prior quarter
13F value held
$276M
70.0% inst. owned
of float
Holders
128
-55 QoQ
filers reporting
Activity
+60 / −43
+839 added · −841 reduced
this quarter
Concentration
18.27%
ASSETMARK, INC #1
top holder share
AI Holders Summary · Q4 2025

128 institutions reported EMHY in Q4 2025. ASSETMARK, INC leads at 18.3% of the visible book. -55 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ASSETMARK, INC
CIK 0001344551
$51M1.3M0.10%Q4 202502
Sound Income Strategies, LLC
CIK 0001730960
$39M984K1.87%Q1 202603
BlackRock, Inc.
CIK 0002012383
$37M948K0.00%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$30M760K0.00%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$28M711K0.01%Q1 202606
Horizon Wealth Management, LLC
CIK 0001815123
$13M330K1.91%Q1 202607
Summit Financial, LLC
CIK 0001765536
$13M319K0.16%Q1 202608
LPL Financial LLC
CIK 0001403438
$11M282K0.00%Q1 202609
Bank Julius Baer & Co. Ltd, Zurich
CIK 0001544599
$10M249K0.03%Q1 202610
Vontobel Holding Ltd.
CIK 0001588340
$8M200K0.03%Q1 202611
MORGAN STANLEY
CIK 0000895421
$7M180K0.00%Q1 202612
AE Wealth Management LLC
CIK 0001697723
$4M102K0.02%Q1 202613
Redhawk Wealth Advisors, Inc.
CIK 0001535811
$4M98K0.43%Q1 202614
Mariner, LLC
CIK 0001373442
$4M94K0.00%Q1 202615
BLUELINE ADVISORS LLC
CIK 0002110066
$3M88K2.69%Q1 202616
UBS Group AG
CIK 0001610520
$3M87K0.00%Q1 202617
Focus Partners Wealth
CIK 0001542153
$3M83K0.00%Q4 202518
Cetera Investment Advisers
CIK 0001666741
$3M80K0.00%Q1 202619
Mount Lucas Management LP
CIK 0001185072
$3M77K1.12%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M63K0.00%Q1 2026
Page 1 of 7
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