EWM ISHARES INC

Ownership history in OPPENHEIMER & CO INC  ·  12 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported ISHARES INC (EWM) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q3. The latest visible filing shows EWM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EWM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OPPENHEIMER & CO INC held EWM — position size vs. price
% of Fund (quarterly)    EWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 104,264 +27 +0.0% 0.04% $3.0M 2026-04-24 $29.39
2025 Q4 REDUCED 104,237 -3,645 -3.4% 0.04% $2.9M 2026-02-02 $29.32
2025 Q3 REDUCED 107,882 -280 -0.3% 0.03% $2.8M 2025-11-06 $25.60
2025 Q2 ADDED 108,162 +8,734 +8.8% 0.03% $2.6M 2025-07-31 $23.12
2025 Q1 REDUCED 99,428 -1,142 -1.1% 0.03% $2.3M 2025-04-23 $22.23
2024 Q4 REDUCED 100,570 -3,917 -3.7% 0.04% $2.5M 2025-02-05 $23.15
2024 Q3 REDUCED 104,487 -1,093 -1.0% 0.04% $2.8M 2024-11-05 $23.95
2024 Q2 REDUCED 105,580 -6,609 -5.9% 0.04% $2.4M 2024-08-08 $22.42
2024 Q1 ADDED 112,189 +7,451 +7.1% 0.04% $2.4M 2024-05-07 $21.29
2023 Q4 ADDED 104,738 +460 +0.4% 0.04% $2.2M 2024-02-13 $19.71
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and EWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning EWM?

OPPENHEIMER & CO INC reported EWM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EWM position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for EWM was 0.04% in 2024 Q3.

What is the latest reported EWM position on this page?

The most recent filing on this page is 2026 Q1, when OPPENHEIMER & CO INC reported 104,264 shares, equal to 0.04% of portfolio, with an estimated market value of $3.0M.

What does the chart on this EWM ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly EWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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