Stock ownership · SEC 13F · Q4 2025

ISHARES INC

Institutional ownership of ISHARES INC (CUSIP 46434G103) - who holds it, how concentrated it is, and what moved last quarter.

$66.7M
Reported value
18
Institutions
82%
Top-5 share

The verdict

ISHARES INC is a broadly held institutional position - 18 institutions report $66.7M in positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

18
institutions hold it
$66.7M
reported 13F value
82%
held by top 5
#116
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$66.7M

Institutional 13F value

Institutions

18

Reporting holders

Top-5 concentration

82%

Held by 5 largest

New buyers

15

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%82%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 77.0%

ISHARES INC is more widely held than about 77% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of ISHARES INC
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
    ARWA LLC $2.7M

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ISHARES INC position has risen from 12 to 18 over the last 8 quarters of 13F filings.

510152025 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 18
Distinct 13F filers holding ISHARES INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Astoria Portfolio Advisors LLC. 210,816 $15.9M 23.9%
2 BEACON ADVISORS HOLDINGS, LLC 185,047 $12.4M 18.7%
3 WLTH Capital Management, LLC 162,533 $12.2M 18.3%
4 Bell Investment Advisors, Inc 155,737 $10.5M 15.7%
5 Barnes Wealth Management Group, Inc 58,590 $3.9M 5.9%
6 ARWA LLC 39,772 $2.7M 4.0%
7 MidFirst Bank 35,457 $2.4M 3.6%
8 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 29,976 $2.0M 3.0%
9 Clear Retirement Advice LLC 26,346 $1.9M 2.8%
10 Nolet Wealth Management, LLC 19,111 $1.3M 1.9%
11 Tempo Wealth, LLC 7,318 $492K 0.7%
12 DGS Capital Management, LLC 5,532 $372K 0.6%
13 Financially in Tune, LLC 3,904 $262K 0.4%
14 INSTRUMENTAL WEALTH, LLC 2,833 $218K 0.3%
15 Anchor Investment Management, LLC 1,678 $113K 0.2%
16 TD Capital Management LLC 106 $7K 0.0%
17 CHELSEA COUNSEL CO 40 $3K 0.0%
18 Compass Financial Services Inc 20 $1K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about ISHARES INC

A few large holders dominate this stock’s institutional float.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold ISHARES INC?
ISHARES INC is held by 18 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of ISHARES INC?
Institutions report $66.7M of ISHARES INC as of Q4 2025.
How concentrated is ownership of ISHARES INC?
The top five institutional holders account for 82% of the reported institutional value in ISHARES INC, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of ISHARES INC?
Astoria Portfolio Advisors LLC. is the largest reported holder of ISHARES INC with $15.9M across 210,816 shares as of Q4 2025.
Where does this ISHARES INC data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.