Languages | |
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Vernacular: Lebanese Arabic | |
Religion | |
Islam (Shia Islam) |
Lebanese Shia Muslims (Arabic: المسلمون الشيعة اللبنانيين), historically known as Mutawila or Metoualis (Arabic: متاولة), refers to Lebanese people who are adherents of the Shia branch of Islam in Lebanon, which is the largest Muslim denomination in the country tied with Sunni Muslims. Shia Islam in Lebanon has a history of more than a millennium. According to the CIA World Factbook, Shia Muslims constituted an estimated 27%-42% of Lebanon's population in 2012 (see below).
Most of its adherents live in the northern and western area of the Beqaa Valley, Southern Lebanon and Beirut. The great majority of Shia Muslims in Lebanon are Twelvers, with an Alawite minority numbering in the tens of thousands in north Lebanon. Few Isma'ilis remain in Lebanon today, though the quasi-Muslim Druze sect, which split from Isma'ilism around a millennium ago, has hundreds of thousands of adherents.
Under the terms of an unwritten agreement known as the National Pact between the various political and religious leaders of Lebanon, Shias are the only sect eligible for the post of Speaker of Parliament.[1][2][3][4]
The cultural and linguistic heritage of the Lebanese people is a blend of both indigenous Phoenician elements and the foreign cultures that have come to rule the land and its people over the course of thousands of years. In a 2013 interview the lead investigator, Pierre Zalloua, pointed out that genetic variation preceded religious variation and divisions: "Lebanon already had well-differentiated communities with their own genetic peculiarities, but not significant differences, and religions came as layers of paint on top. There is no distinct pattern that shows that one community carries significantly more Phoenician than another."[5]
Haplogroup J2 is also a significant marker in throughout Lebanon (~30%). This marker found in many inhabitants of Lebanon, regardless of religion, signals pre-Arab descendants, including the Phoenicians and Aramaens. These genetic studies demonstrate that there are no significant differences between the Muslims and non-Muslims of Lebanon.[6] Genealogical DNA testing has shown that 21.3% of Lebanese Muslims (non-Druze) belong to the Y-DNA haplogroup J1 compared with non-Muslims at 17%.[7] Although Haplogroup J1 finds its putative origins in the Arabian peninsula, studies show that it has been present in the Levant since the times of the Canaanites and does not necessarily indicate Arab descent.[8] Other haplogroups present among Lebanese Shia include E1b1b (19%), and others such as, G-M201, R1b, and T-M70 occurring at smaller, but significant rates.[7]
Genetics aside, the population of pre-Islamic Lebanon was mainly Canaanite who began to speak Aramaic. Under Byzantine rule, this Aramaen population was Hellenized and adopted the Greek language alongside their native Aramaic. It is important to note that most villages and towns in Lebanon today have Aramaic names, reflecting this heritage. Alongside the natives, small pockets of Greeks, Arabs, and others from around the Mediterranean world moved in and assimilated into the population. Among these pre-Islamic Arabs, Banu Amela has importance for the Lebanese Shia for adopting and nurturing Shi'ism in the southern population. As the Islamic expansion reached Lebanon, these Arab tribes received the most power which encouraged the rest of the population to adopt Arabic as the main language.[9]
The growth of Shia Islam in Lebanon stopped around the late thirteenth century, and subsequently Shia communities decreased in size. This development may be traced to 1291, when the Sunni Mamluks sent numerous military expeditions to subdue the Shias of Keserwan, a mountain region overlooking the coastal area north of Beirut. The first two Mamluk expeditions were defeated by the Shia in Keserwan. The third expedition, on the other hand, was overwhelmingly large and was able to defeat the Shia in Keserwan; many were brutally slaughtered, some fled through the mountains to northern Beqaa while others fled moving through the Beqaa plain, to a new safe haven in Jezzine. Keserwan began to lose its Shia character under the Assaf Sunni Turkomans whom the Mamluks appointed as overlords of the area in 1306. The process intensified around 1545 when the Maronites started migrating to Keserwan and Byblos, encouraged by the Assafs, who sought to use them as a counterweight to the Shia Hamade sheikhs who reemerged in Keserwan in the 16th century. When in 1605 the Druze emir Fakhr al-Din Ma'n II took over Keserwan, he entrusted its management to the Khazin Maronite family. The Khazins gradually colonized Keserwan, purchasing Shia lands and founding churches and monasteries. They emerged as the predominant authority in the region at the expense of the Shia Hamedeh clan. By the end of the eighteenth century, the Khazins owned Keserwan and only a few Shia villages survived. Tradition tells us that many Shia of Keserwan also adopted Christianity after heavy persecution and many Maronites of the region today are their descendants.[citation needed]
During the time of the Ottoman Empire, the Shias suffered religious persecution and were often forced to flee their homes in search of refuge in the South. In response to the growth of Shia Islam, the Ottoman Empire put Shias to the sword in Anatolia. Hundreds of thousands of Shias were massacred in the Ottoman Empire, including the Alevis in Turkey, the Alawis in Syria and the Shia of Lebanon.[10] One example is the Lebanese city of Tripoli, which had formerly had a Shia Muslim majority. Many Lebanese Shia are rumored to have concealed their religious sect and acted as Sunni Muslims in fear of persecution. It is also rumored[by whom?] that some of the Shia permanently adopted the Sunni Muslim sect. The Ottomans and Druze were well allied and a Druze family seized power of Tripoli. Maronites who were persecuted by the Ottomans and the Druze, sought refuge amongst the newly relocated Shia population in the South. Jezzine, once famously known as a Shia capital in Lebanon, is now known as a majority Maronite and Melkite Christian city in the South. The Shias withdrew further south and eventually had to abandon even Jezzine, which until the mid-eighteenth century had functioned as a center of Shia learning in Lebanon.[11] The traditional accounts of Shia "persecution" in Lebanon, however, which are largely based on family legends, are seriously called into question by the Ottoman documentation available in the state archives in Istanbul or local sharia archives in Tripoli. According to these, leading Shia families such as the Hamadas in Tripoli, the Harfushes in the Beqaa or the Ali al-Saghirs in Jabal 'Amil were co-opted into the Ottoman system of government, serving as tax farmers (multezim) over huge areas and enjoying other government offices (sancak-beylik governorships, etc.) in the region.[12]
Although the Jabal 'Amil enjoyed a degree of autonomy in the eighteenth century under the leader of the Ali al-Saghirs, Nasif al-Nassar, and the Arab leader of northern Palestine, Zahir al-Umar, this ended with the Ottoman appointment of Ahmad al-Jazzar as governor of Sidon province (1775–1804). Jazzar crushed the military power of the Shia clan leaders and burned the libraries of the religious scholars using the Druze tribes established in the Shouf, mainly the strong Nakad family, allied to the Maan. He established a centralized administration in the Shia areas and brought their revenues and cash crops under his domain. By the late eighteenth century, the Shias of the Jabal 'Amil lost their independent spirit and adopted an attitude of political defeat. Al-Jezzar was nicknamed "the butcher" and a big population of the Shia were killed under his rule in Lebanon.
During most of the Ottoman period, the Shia largely maintained themselves as 'a state apart', although they found common ground with their fellow Lebanese, the Maronites; this may have been due to the persecutions both sects faced. They maintained contact with the Safavid dynasty of Persia, where they helped establish Shia Islam as the state religion of Persia during the Safavid conversion of Iran from Sunni to Shia Islam. Since most of the population embraced Sunni Islam and since an educated version of Shia Islam was scarce in Iran at the time, Isma'il imported a new Shia Ulema corps from traditional Shiite centers of the Arabic speaking lands, such as Jabal Amil (of Southern Lebanon), Bahrain and Southern Iraq in order to create a state clergy. Isma'il offered them land and money in return for their loyalty. These scholars taught the doctrine of Twelver Shia Islam and made it accessible to the population and energetically encouraged conversion to Shia Islam.[13][14][15][16] To emphasize how scarce Twelver Shia Islam was then to be found in Iran, a chronicler tells us that only one Shia text could be found in Isma'il's capital Tabriz.[17] Thus it is questionable whether Isma'il and his followers could have succeeded in forcing a whole people to adopt a new faith without the support of the Arab Shia scholars.[18]
These contacts further angered the Ottoman Sultan, who had already viewed them as religious heretics. The Sultan was frequently at war with the Persians, as well as being, in the role of Caliph, the leader of the majority Sunni community. Shia Lebanon, when not subject to political repression, was generally neglected, sinking further and further into the economic background. Towards the end of the eighteenth century the Comte de Volmy was to describe the Shia as a distinct society.[citation needed]
Following the official declaration of the French Mandate of Greater Lebanon (Le Grand Liban) in September 1920, anti-French riots broke out in the predominantly Shia areas of Jabil ‘Amil and the Beqaa Valley. In 1920 and 1921, rebels from these areas, led by Adham Khanjar and Sadiq Hamzeh, attacked French military bases in Southern Lebanon.[19] During this period of chaos, also several predominantly Christian villages in the region were attacked due to their perceived acceptance of French mandatory rule, including Ain Ebel. Eventually, an unsuccessful assassination attempt on French High Commissioner Henri Gouraud led to the execution of Adham Khanjar.[19] At the end of 1921, this period of unrest ended with a political amnesty offered by the French mandate authorities for all Shi’is who had joined the riots, with the intention to bind the Shia community in the South of Lebanon to the new Mandate state.[19]
Education
During the 1920’s and 1930’s, educational institutions became places for different religious communities to construct nationalist and sectarian modes of identification.[20] Shia leaders and religious clergy supported educational reforms in order to improve the social and political marginalization of the Shia community and increase their involvement in the newly born nation-state of Lebanon.[21] This led to the establishment of several private Shia schools in Lebanon, among them The Charitable Islamic ʿĀmili Society (al-Jamʿiyya al-Khayriyya al-Islāmiyya al-ʿĀmiliyya) in Beirut and The Charitable Jaʿfari Society (al-Jamʿiyya al-Khayriyya al-Jaʿfariyya) in Tyre.[21] While several Shia educational institutions were established before and at the beginning of the mandate period, they often ran out of support and funding which resulted in their abolishment.[21]
The primary outlet for discussions concerning educational reforms among Shia scholars was the monthly Shiite journal al-‘Irfan. In order to bring their demands (muṭālabiyya) to the attention of the French authorities, petitions were signed and presented to the French High Commissioner and the Service de l’Instruction Publique.[22] This institution – since 1920 headquartered in Beirut- oversaw every educational policy regarding public and private school in the mandate territories.[23] According to historian Elizabeth Thompson, private schools were part of “constant negotiations” between citizen and the French authorities in Lebanon, specifically regarding the hierarchical distribution of social capital along religious communal lines.[24] During these negotiations, petitions were often used by different sects to demand support for reforms. For example, the middle-class of predominantly urban Sunni areas expressed their demands for educational reforms through petitions directed towards the French High Commissioner and the League of Nations.[25]
Ja’fari shar’ia courts
In January 1926, the French High Commissioner officially recognized the Shia community as an “independent religious community,” which was permitted to judge matters of personal status “according to the principles of the rite known by the name of Ja’fari.”[26] This meant that the Shiite Ja'fari jurisprudence or madhhab was legally recognized as an official madhhab, and held judicial and political power on multiple levels.[27] The institutionalization of Shia Islam during this period provoked discussions between Shiite scholars and clergy about how Shiite orthodoxy should be defined. For example, discussions about the mourning of the martyrdom of Imam Husain during Ashura, which was a clandestine affair before the 1920’s and 1930’s, led to its transformation into a public ceremony.[28]
On the other hand, the official recognition of legal and religious Shiite institutions by the French authorities strengthened a sectarian awareness within the Shia community. Historian Max Weiss underlines how “sectarian claims were increasingly bound up with the institutionalization of Shi’i difference."[29] With the Ja’fari shar’ia courts in practice, the Shia community was deliberately encouraged to "practice sectarianism" on a daily basis.
Shia Twelvers in Lebanon refers to the Shia Muslim Twelver community with a significant presence all over Lebanon including the Mount Lebanon (Keserwan, Byblos), the North (Batroun), the South, the Beqaa, Baabda District coastal areas and Beirut. Although a significant Shia Twelver population also exists at Aley, Matn, Chouf, Koura and Akkar.
The jurisdiction of the Ottoman Empire was merely nominal in the Lebanon. Baalbek in the 18th century was really under the control of the Metawali, which also refers to the Shia Twelvers.[30] Metouali, or mutawili, is an archaic term used to was specifically used refer to Lebanese Twelver Shias in the past. Although it can be considered offensive nowadays, it was a way to distinguish the uniqueness and unity of the community. The term 'mutawili' is also the name of a trustee in Islamic waqf-system.
Seven Shia Twelver (Mutawili) villages that were reassigned from French Greater Lebanon to the British Mandate of Palestine in a 1924 border-redrawing agreement were depopulated during the 1948 Arab-Israeli War and repopulated with Jews.[31] The seven villages are Qadas, Nabi Yusha, al-Malikiyya, Hunin, Tarbikha, Abil al-Qamh, and Saliha.[32]
In addition, the Shia Twelvers in Lebanon have close links to the Syrian Shia Twelvers.[33]
There are an estimated 40,000[34][35][36] Alawites in Lebanon, where they have lived since at least the 16th century.[37] They are recognized as one of the 18 official Lebanese sects, and due to the efforts of an Alawite leader Ali Eid, the Taif Agreement of 1989 gave them two reserved seats in the Parliament. Lebanese Alawites live mostly in the Jabal Mohsen neighbourhood of Tripoli, and in 10 villages in the Akkar region,[38][39][40] and are mainly represented by the Arab Democratic Party. Bab al-Tabbaneh, Jabal Mohsen clashes between pro-Syrian Alawites and anti-Syrian Sunnis have haunted Tripoli for decades.[41]
Isma'ilism, or "Sevener Shi'ism", is a branch of Shia Islam which emerged in 765 from a disagreement over the succession to Muhammad. Isma'ilis hold that Isma'il ibn Jafar was the true seventh imam, and not Musa al-Kadhim as the Twelvers believe. Isma'ili Shi'ism also differs doctrinally from Imami Shi'ism, having beliefs and practices that are more esoteric and maintaining seven pillars of faith rather than five pillars and ten ancillary precepts.
Though perhaps somewhat better established in neighbouring Syria, where the faith founded one of its first da'wah outposts in the city of Salamiyah (the supposed resting place of the Imam Isma'il) in the 8th century, it has been present in what is now Lebanon for centuries. Early Lebanese Isma'ilism showed perhaps an unusual propensity to foster radical movements within it, particularly in the areas of Wadi al-Taym, adjoining the Beqaa valley at the foot of Mount Hermon, and Jabal Shuf, in the highlands of Mount Lebanon.[42]
The syncretic beliefs of the Qarmatians, typically classed as an Isma'ili splinter sect with Zoroastrian influences, spread into the area of the Beqaa valley and possibly also Jabal Shuf starting in the 9th century. The group soon became widely vilified in the Islamic world for its armed campaigns across throughout the following decades, which included slaughtering Muslim pilgrims and sacking Mecca and Medina—and Salamiyah. Other Muslim rulers soon acted to crush this powerful heretical movement. In the Levant, the Qarmatians were ordered to be stamped out by the ruling Fatimid, themselves Isma'ilis and from whom the lineage of the modern Nizari Aga Khan is claimed to descend. The Qarmatian movement in the Levant was largely extinguished by the turn of the millennium.[42]
The semi-divine personality of the Fatimid caliph in Isma'ilism was elevated further in the doctrines of a secretive group which began to venerate the caliph Hakim as the embodiment of divine unity. Unsuccessful in the imperial capital of Cairo, they began discreetly proselytising around the year 1017 among certain Arab tribes in the Levant. The Isma'ilis of Wadi al-Taym and Jabal Shuf were among those who converted before the movement was permanently closed off a few decades later to guard against outside prying by mainstream Sunni and Shia Muslims, who often viewed their doctrines as heresy. This deeply esoteric group became known as the Druze, who in belief, practice, and history have long since become distinct from Isma'ilis proper. Druze constitute 5.2% of the modern population of Lebanon and still have a strong demographic presence in their traditional regions within the country to this day.[42]
Due to official persecution by the Sunni Zengid dynasty that stoked escalating sectarian clashes with Sunnis, many Isma'ilis in the regions of Damascus and Aleppo are said to have fled west during the 12th century. Some settled in the mountains of Lebanon, while others settled further north along the coastal ridges in Syria,[43] where the Alawites had earlier taken refuge—and where their brethren in the Assassins were cultivating a fearsome reputation as they staved off armies of Crusaders and Sunnis alike for many years.
Once far more numerous and widespread in many areas now part of Lebanon, the Isma'ili population has largely vanished over time. It has been suggested that Ottoman-era persecution might have spurred them to leave for elsewhere in the region, though there is no record or evidence of any kind of large exodus.[44]
Isma'ilis were originally included as one of five officially-defined Muslim sects in a 1936 edict issued by the French Mandate governing religious affairs in the territory of Greater Lebanon, alongside Sunnis, Twelver Shias, Alawites, and Druzes. However, Muslims collectively rejected being classified as divided, and so were left out of the law in the end. Ignored in a post-independence law passed in 1951 that defined only Judaism and Christian sects as official, Muslims continued under traditional Ottoman law, within the confines of which small communities like Isma'ilis and Alawites found it difficult to establish their own institutions.[45]
The Aga Khan IV made a brief stop in Beirut on 4 August 1957 while on a global tour of Nizari Isma'ili centres, drawing an estimated 600 Syrian and Lebanese followers of the religion to the Beirut Airport in order to welcome him.[46] In the mid-1980s, several hundred Isma'ilis were thought to still live in a few communities scattered across several parts of Lebanon.[47] Though they are nominally counted among the 18 officially-recognised sects under modern Lebanese law,[48] they currently have no representation in state functions[49] and continue to lack personal status laws for their sect, which has led to increased conversions to established sects to avoid the perpetual inconveniences this produces.[50]
War in the region has also caused pressures on Lebanese Isma'ilis. In the 2006 Lebanon War, Israeli warplanes bombed the factory of the Maliban Glass company in the Beqaa valley on 19 July. The factory was bought in the late 1960s by the Madhvani Group under the direction of Isma'ili entrepreneur Abdel-Hamid al-Fil after the Aga Khan personally brought the two into contact. It had expanded over the next few decades from an ailing relic to the largest glass manufacturer in the Levant, with 300 locally hired workers producing around 220,000 tons of glass per day. Al-Fil closed the plant down on 15 July just after the war broke out to safeguard against the deaths of workers in the event of such an attack, but the damage was estimated at a steep 55 million US dollars, with the reconstruction timeframe indefinite due to instability and government hesitation.[51]
Lebanese Shia Muslims are concentrated in south Beirut and its southern suburbs, northern and western area of the Beqaa Valley, as well as Southern Lebanon.[52]
The last census in Lebanon in 1932 put the numbers of Shias at 20% of the population (,200,000 of 791,700).[54] A study done by the Central Intelligence Agency (CIA) in 1985 put the numbers of Shias at 41.247% of the population (919,000 of 2,228,000).[54]
Twenty seven years after their 1985 estimate, a 2012 CIA study reports that the Shia Muslims constituted an estimated 24% of Lebanon's population—nearly half as much as CIA's own estimate in 1985!.[53]
Then in 2017, the CIA World Factbook stated that Shia Muslims constitute 25.4% of Lebanon's population.[55] These erratic figures speak of fundamental uncertainty on the part of the CIA estimators.
According to other sources, the Lebanese Shia Muslims have become the single largest religious community in Lebanon, constituting approximately 40 percent of the entire population.[56][57]
Year | Shiite Population | Total Lebanese Population | Percentage |
---|---|---|---|
1932 | 40,000 | 791,700 | 10%[54] |
1956 | 90,605 | 1,407,868 | 11.8% |
1975 | 300,500 | 2,550,000 | 26.2% |
1984 | 360,000 | 3,757,000 | 23.8% |
1985 | 919,000 | 2,228,000 | 41.2% |
1988 | 600,000 | 4,044,784 | 22.8% |
2018 | 980,000 | 6,082,000 | 24% |
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These are notable Lebanese Shia Muslim families: