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Disclosery

EWM ISHARES INC

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MSCI MLY ETF NEW (fund)

69 managers (69 13F filers) reported a position in EWM shares at 2025-03-31, 9,478,098 shares in all. 11 filers opened a position and 22 filers sold out during the quarter.

Managers
69
13F filers
69
New
11
Added
26
Reduced
14
Sold out
22
Shares held by filers
9,478,098

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
State of Tennessee, Department of Treas…2,455,519$56.7M0.22%-97,76513F-HRTimeline
USS Investment Management Ltd1,703,203$39.3M0.29%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY582,782$13.5M<0.01%+4,47113F-HRTimelineGroup
UBS Group AGin group UBS Group AG557,144$12.9M<0.01%+133,79513F-HRTimelineGroup
Breakout Capital Partners, LP514,476$11.9M10.88%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO471,723$10.9M<0.01%-28,60713F-HRTimelineGroup
Whitcomb & Hess, Inc.329,861$7.61M2.3%+5,68213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC315,123$7.27M0.01%-61,00413F-HRTimelineGroup
Carrera Capital Advisors252,273$5.82M1.29%+10,29113F-HRTimeline
Millburn Ridgefield LLC /DE/240,192$5.54M0.13%+22,54913F-HRTimeline
Catalyst Capital Advisors LLC240,192$5.54M0.11%+22,54913F-HRTimeline
Cullen Capital Management, LLC208,826$4.82M0.06%-304,93013F-HRTimeline
FMR LLCin group FMR LLC202,159$4.67M<0.01%+60,82013F-HRTimelineGroup
Korea Investment CORP188,143$4.34M0.01%013F-HRTimeline
VISTA FINANCE, LLC143,992$3.32M2.88%-3,22013F-HRTimeline
BCWM, LLC133,160$3.07M1.07%+1,71313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC112,958$2.61M<0.01%013F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …99,428$2.29M0.03%-1,14213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC69,344$1.6M<0.01%+64,75813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/58,745$1.36M<0.01%+1,03213F-HRTimelineGroup
BANQUE PICTET & CIE SA54,000$1.25M0.01%+6,00013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…49,700$1.15M<0.01%-3,04813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,597$1.1M<0.01%+12,20213F-HR/ATimelineGroup
NorthCoast Asset Management LLC44,465$1.03M0.01%new13F-HR/ATimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd36,309$837K0.02%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,143$765K<0.01%+5,35713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP30,669$708K<0.01%new13F-HRTimelineGroup
SG Americas Securities, LLC21,592$498K<0.01%+3,17113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT21,388$494K<0.01%+2,16813F-HRTimeline
Financial & Tax Architects, LLC19,942$460K0.12%+8,56913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.19,426$448K<0.01%new13F-HRTimelineGroup
Fluent Financial, LLC18,635$430K0.19%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC18,574$428K0.06%new13F-HRTimelineGroup
Legacy Capital Group California, Inc.18,088$417K0.15%+76913F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.17,762$410K0.09%+76913F-HRTimeline
V-Square Quantitative Management LLC17,135$395K0.06%013F-HRTimeline
Knollwood Investment Advisory, LLC17,000$392K0.04%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,868$389K<0.01%+98513F-HRTimelineGroup
OLD MISSION CAPITAL LLC16,258$375K0.01%-89,66313F-HRTimeline
SBI Securities Co., Ltd.11,122$257K0.01%-1,59213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.9,964$230K<0.01%+25113F-HRTimelineGroup
Blue Trust, Inc.9,614$222K<0.01%-2,40713F-HRTimeline
LPL Financial LLC8,960$207K<0.01%-2,38713F-HRTimeline
VPR Management LLC7,500$173K0.08%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,382$147K<0.01%+3,44213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,000$138K<0.01%013F-HRTimelineGroup
Stelac Advisory Services LLC4,979$116K0.05%013F-HRTimeline
DC Investments Management, LLC4,869$112K0.06%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,600$60K<0.01%+1,05413F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC2,500$57.7K<0.01%013F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,653$38.2K<0.01%-28,41513F-HRTimelineGroup
Geneos Wealth Management Inc.965$22.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/814$18.8K<0.01%+54713F-HRTimelineGroup
Pacifica Partners Inc.500$11.5K0.01%new13F-HRTimeline
IMG Wealth Management, Inc.452$10.4K0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC322$7K<0.01%+27513F-HRTimeline
Hexagon Capital Partners LLC268$6.18K<0.01%+3013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS267$6.16K<0.01%-24013F-HRTimelineGroup
AdvisorNet Financial, Inc119$2.75K<0.01%new13F-HRTimeline
COMERICA BANK98$2.26K<0.01%+1913F-HRTimeline
Larson Financial Group LLC82$1.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.75$1.73K<0.01%013F-HRTimeline
Stephens Consulting, LLC61$1.41K<0.01%013F-HRTimeline
AE Wealth Management LLC56$1.29K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC35$859<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19$458<0.01%-1,22013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.14$323<0.01%new13F-HRTimeline
Covestor Ltd14$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.