HEEM institutional holders

ISHARES INC · 13F, 2026Q2

Managers holding54
Shares held3,961,182
Reported value$177.2m
Quarter flows11 new, 15 added, 15 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC697,766$31.2m0.1%
WELLS FARGO & COMPANY/MN518,557$23.2m0.0%
MORGAN STANLEY410,259$18.4m0.0%
BANK OF AMERICA CORP /DE/389,928$17.4m0.0%
COLDSTREAM CAPITAL MANAGEMENT INC299,834$13.4m0.1%
Pictet Asset Management Holding SA252,301$11.3m0.0%
Vertex Planning Partners, LLC213,736$9.6m1.4%
ENVESTNET ASSET MANAGEMENT INC135,156$6.0m0.0%
Friedenthal Financial133,965$6.0m2.8%
Cetera Investment Advisers118,228$5.3m0.0%
TRUIST FINANCIAL CORP108,394$4.8m0.0%
KINGSWOOD WEALTH ADVISORS, LLC79,163$3.5m0.1%
COMMONWEALTH EQUITY SERVICES, LLC77,723$3.5m0.0%
LPL Financial LLC73,832$3.3m0.0%
Forefront Analytics, LLC58,203$2.6m2.8%
AMERIPRISE FINANCIAL INC40,464$1.8m0.0%
SCOTIA CAPITAL INC.40,224$1.8m0.0%
Savant Capital, LLC35,133$1.6m0.0%
UBS Group AG31,560$1.4m0.0%
OSAIC HOLDINGS, INC.30,230$1.4m0.0%
Wealth Preservation Advisors, LLC22,460$1.0m0.6%
TIAA TRUST, NATIONAL ASSOCIATION17,241$771,1900.0%
Wharton Business Group, LLC15,865$709,6410.0%
RAYMOND JAMES FINANCIAL INC15,255$682,3560.0%
Global Retirement Partners, LLC14,359$642,2700.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HEEM"). HEEM price history · All 13F data

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