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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 2025-09-30, 9,215,487 shares in all. 12 filers opened a position and 9 filers sold out during the quarter.

Managers
69
13F filers
69
New
12
Added
21
Reduced
17
Sold out
9
Shares held by filers
9,215,487

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…2,330,559$60.4M0.2%-145,24713F-HRTimeline
USS Investment Management Ltd1,181,536$30.6M0.14%-521,66713F-HRTimeline
Breakout Capital Partners, LP783,676$20.3M12.94%+269,20013F-HRTimeline
UBS Group AGin group UBS Group AG707,500$18.3M<0.01%+451,00813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC551,467$14.3M<0.01%+438,50913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC418,120$10.8M0.01%+260,19913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO377,851$9.79M<0.01%+204,55313F-HR/ATimelineGroup
Whitcomb & Hess, Inc.346,091$8.97M2.31%+13,15513F-HRTimeline
Carrera Capital Advisors296,407$7.68M1.38%+14,39413F-HRTimeline
Cairn Investment Group, Inc.263,000$6.82M3.11%new13F-HRTimeline
Millburn Ridgefield LLC /DE/195,858$5.08M0.12%013F-HRTimeline
Catalyst Capital Advisors LLC195,858$5.08M0.1%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY190,420$4.94M<0.01%+19,53613F-HR/ATimelineGroup
Korea Investment CORP188,143$4.88M0.01%013F-HRTimeline
BCWM, LLC144,136$3.74M1.12%+11,04613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA129,654$3.36M<0.01%+118,54113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/124,089$3.22M<0.01%+8,48513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …107,882$2.8M0.03%-28013F-HRTimelineGroup
Cullen Capital Management, LLC68,275$1.77M0.02%-138,45813F-HRTimeline
Fluent Financial, LLC59,566$1.54M0.6%+3,39313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…55,430$1.43M<0.01%+9013F-HRTimeline
BANQUE PICTET & CIE SA54,000$1.4M0.01%013F-HRTimeline
SG Americas Securities, LLC46,618$1.21M<0.01%+13,74813F-HRTimeline
NorthCoast Asset Management LLC42,374$1.1M<0.01%-4,17913F-HRTimeline
Mount Lucas Management LP36,984$959K0.43%+3,56613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,369$761K<0.01%-9,69413F-HR/ATimelineGroup
NATIXISin group Natixis Investment Managers26,727$690K<0.01%new13F-HRTimelineGroup
Cobblestone Asset Management LLC25,196$653K0.3%+35113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT22,913$594K<0.01%+89213F-HRTimeline
Trek Financial, LLC21,906$568K0.03%+13,57013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,424$555K<0.01%+3713F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC18,316$475K<0.01%-8,31813F-HRTimelineGroup
Knollwood Investment Advisory, LLC17,000$441K0.04%013F-HRTimeline
DRW Securities, LLC15,521$400K0.02%+6,96113F-HRTimeline
Capula Management Ltdin group Capula Management Ltd14,580$378K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …14,343$372K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.11,007$285K0.01%-23313F-HRTimeline
LPL Financial LLC9,229$239K<0.01%+62413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,651$224K<0.01%013F-HRTimelineGroup
INNEALTA CAPITAL, LLC8,431$219K0.11%013F-HRTimeline
Qube Research & Technologies Ltd8,302$215K<0.01%-13,92813F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC8,096$210K0.1%new13F-HRTimeline
Sigma Planning Corp7,826$203K0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.7,811$202K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,000$156K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,956$103K<0.01%-35413F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC2,500$64.8K<0.01%013F-HR/ATimelineGroup
IFP Advisors, Inc1,751$45.4K<0.01%-213F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.1,613$41.8K<0.01%-73013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,500$38.9K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.1,038$26.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.965$25K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/814$21.1K<0.01%013F-HRTimelineGroup
BOCHK Asset Management Ltd800$20.7K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…561$14.5K<0.01%-13713F-HRTimelineGroup
Pacifica Partners Inc.500$13.1K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC435$11K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC266$6.89K<0.01%-25613F-HRTimelineGroup
COMERICA BANK105$2.72K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.96$2.5K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC90$2.33K<0.01%new13F-HRTimeline
Larson Financial Group LLC84$2.17K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.75$1.94K<0.01%013F-HRTimeline
Advisory Services Network, LLC69$1.79K<0.01%new13F-HRTimeline
Stephens Consulting, LLC61$1.58K<0.01%013F-HRTimeline
AE Wealth Management LLC44$1.14K<0.01%-1213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14$363<0.01%-2113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4$104<0.01%-19513F-HRTimelineGroup
Covestor Ltd4$00%013F-HRTimelineValue filed as zero, left out of ratios.