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Disclosery

EWM ISHARES INC

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MSCI MLY ETF NEW (fund)

81 managers (81 13F filers) reported a position in EWM shares at 2025-12-31, 9,608,772 shares in all. 18 filers opened a position and 11 filers sold out during the quarter.

Managers
81
13F filers
81
New
18
Added
25
Reduced
16
Sold out
11
Shares held by filers
9,608,772

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…2,193,944$64M0.2%-136,61513F-HRTimeline
USS Investment Management Ltd1,181,536$32.4M0.15%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Breakout Capital Partners, LP788,698$21.6M15.37%+5,02213F-HRTimeline
UBS Group AGin group UBS Group AG587,662$16.1M<0.01%-119,83813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC562,939$15.4M<0.01%+11,47213F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO380,111$10.4M<0.01%+2,26013F-HRTimelineGroup
SUN LIFE FINANCIAL INCin group SUN LIFE FINANCIAL INC377,192$10.3M0.54%new13F-HRTimelineGroup
Whitcomb & Hess, Inc.364,798$10.2M2.41%+18,70713F-HRTimeline
Carrera Capital Advisors303,773$8.31M1.4%+7,36613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC279,258$7.64M0.01%-138,86213F-HRTimelineGroup
Cairn Investment Group, Inc.265,700$7.27M3.45%+2,70013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY208,523$5.71M<0.01%+18,10313F-HR/ATimelineGroup
Millburn Ridgefield LLC /DE/206,182$5.64M0.13%+10,32413F-HRTimeline
Catalyst Capital Advisors LLC206,182$5.64M0.12%+10,32413F-HRTimeline
Korea Investment CORP188,143$5.15M0.01%013F-HRTimeline
BCWM, LLC146,197$4M1.2%+2,06113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/136,462$3.73M<0.01%+12,37313F-HRTimelineGroup
Graham Capital Management, L.P.110,000$3.01M0.1%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …104,237$2.85M0.04%-3,64513F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD86,400$2.36M0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC70,056$1.92M0.07%new13F-HRTimeline
Fluent Financial, LLC66,557$1.82M0.69%+6,99113F-HRTimeline
NATIXISin group Natixis Investment Managers55,692$1.54M0.01%+28,96513F-HRTimelineGroup
BANQUE PICTET & CIE SA54,000$1.48M0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…53,582$1.47M<0.01%-1,84813F-HRTimeline
Qube Research & Technologies Ltd43,605$1.19M<0.01%+35,30313F-HRTimeline
CacheTech Inc.41,981$1.15M0.21%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth41,755$1.14M<0.01%new13F-HRTimelineGroup
SG Americas Securities, LLC38,225$1.05M<0.01%-8,39313F-HRTimeline
Mount Lucas Management LP36,673$1M0.44%-31113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.31,107$851K<0.01%+29,49413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,325$802K<0.01%-4413F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC25,397$695K<0.01%new13F-HRTimeline
Cobblestone Asset Management LLC25,224$690K0.31%+2813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,323$611K<0.01%+89913F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT21,053$576K<0.01%-1,86013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …18,743$513K<0.01%+4,40013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,128$496K<0.01%new13F-HRTimelineGroup
Capula Management Ltdin group Capula Management Ltd18,090$495K<0.01%+3,51013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Knollwood Investment Advisory, LLC17,000$465K0.04%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.16,549$453K0.02%new13F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC15,504$424K<0.01%-2,81213F-HR/ATimelineGroup
Sigma Planning Corp15,160$415K0.01%+7,33413F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN14,781$404K<0.01%new13F-HRTimeline
Belpointe Asset Management LLC13,340$365K0.01%new13F-HRTimeline
LPL Financial LLC13,069$358K<0.01%+3,84013F-HRTimeline
First Growth Capital LLC11,891$356K0.32%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,528$343K<0.01%-117,12613F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd10,592$290K<0.01%new13F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.9,630$263K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.9,307$255K0.01%-1,70013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,734$239K<0.01%+8313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,152$223K<0.01%new13F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC8,096$222K0.1%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,000$164K<0.01%013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…5,900$161K<0.01%new13F-HRTimelineGroup
AlphaCentric Advisors LLC5,566$152K0.15%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,966$109K<0.01%+1013F-HRTimelineGroup
BOCHK Asset Management Ltd2,800$76.6K0.02%+2,00013F-HRTimeline
Jessup Wealth Management, Inc2,629$71.9K0.02%new13F-HRTimeline
IFP Advisors, Inc1,641$44.9K<0.01%-11013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,500$41K<0.01%013F-HR/ATimelineGroup
Blue Trust, Inc.1,038$28.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.965$26.4K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/814$22.3K<0.01%013F-HRTimelineGroup
DV Trading LLC600$16.4K<0.01%13F-HRTimeline
Pacifica Partners Inc.500$13.7K0.01%013F-HRTimeline
FMR LLCin group FMR LLC189$5.18K<0.01%-7713F-HRTimelineGroup
AlphaCore Capital LLC150$4.1K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…131$3.58K<0.01%-43013F-HRTimelineGroup
COMERICA BANK100$2.74K<0.01%-513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.96$2.65K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC90$2.46K<0.01%013F-HRTimeline
Larson Financial Group LLC85$2.33K<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.75$2.05K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.75$2.05K<0.01%new13F-HRTimeline
Stephens Consulting, LLC61$1.67K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4$109<0.01%013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.4$109<0.01%13F-HRTimeline
Estate Planners Group, LLC3$82<0.01%13F-HRTimeline
Covestor Ltd4$00%013F-HRTimelineValue filed as zero, left out of ratios.