Vault-13

ISHARES INC EMHY

JP MRGN EM HI BD · ETP · CUSIP 464286285

90 institutional holders +7 vs Q4 2023
6,230,6316.2m shares reported held*
$235.7mreported value*
14 new 31 added 24 reduced 6 sold out net bought ≈ $44.6m (+1.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $37.83.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 67Q4 22: 72Q1 23: 77Q2 23: 77Q3 23: 83Q4 23: 83Q1 24: 9090Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202267
Q4 202272
Q1 202377
Q2 202377
Q3 202383
Q4 202383
Q1 202490

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 34 bought or addedQ4 22: 36 cut or sold outQ4 22Q1 23: 35 bought or addedQ1 23: 35 cut or sold outQ1 23Q2 23: 35 bought or addedQ2 23: 35 cut or sold outQ2 23Q3 23: 38 bought or addedQ3 23: 36 cut or sold outQ3 23Q4 23: 29 bought or addedQ4 23: 39 cut or sold outQ4 23Q1 24: 45 bought or addedQ1 24: 30 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223436
Q1 20233535
Q2 20233535
Q3 20233836
Q4 20232939
Q1 20244530

Biggest buyers

Empowered Funds, LLC New +495,000+495.0k
MORGAN STANLEY Added +211,475+211.5k
WELLS FARGO & COMPANY/MN Added +178,756+178.8k
Cercano Management LLC New +138,000+138.0k
ASSETMARK, INC Added +70,242+70.2k
FOCUS Wealth Advisors, LLC New +48,623+48.6k
Cetera Investment Advisers Added +40,885+40.9k
HSBC HOLDINGS PLC Added +29,250+29.2k
Belpointe Asset Management LLC New +27,576+27.6k
OneDigital Investment Advisors LLC Added +24,403+24.4k

Biggest sellers

Koss-Olinger Consulting, LLC Sold out -150,812-150.8k
OSAIC HOLDINGS, INC. Reduced -36,716-36.7k
Cetera Advisor Networks LLC Sold out -10,310-10.3k
1900 WEALTH MANAGEMENT LLC Reduced -7,139-7.1k
VIAWEALTH, LLC Reduced -3,662-3.7k
LPL Financial LLC Reduced -3,615-3.6k
AE Wealth Management LLC Reduced -3,475-3.5k
MML INVESTORS SERVICES, LLC Reduced -2,637-2.6k
New Insight Wealth Advisors Reduced -2,052-2.1k
MERCER GLOBAL ADVISORS INC /ADV Reduced -1,646-1.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: BlackRock, Inc. (0.0%, 2026-10-27)

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sound Income Strategies, LLC 2.68% of their portfolio FT LAUDERDALE, FL 956,763956.8k $35.8m $35.8m 2.68% Added +17.6k +17,622
2 ASSETMARK, INC 0.08% of their portfolio CONCORD, CA 633,424633.4k $23.7m $23.7m 0.08% Added +70.2k +70,242
3 Empowered Funds, LLC 0.17% of their portfolio NEWTOWN SQUARE, PA 495,000495.0k $18.4m $18.4m 0.17% New
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 488,889488.9k $18.3m $18.3m 0.00% Added +211.5k +211,475
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 440,656440.7k $16.5m $16.5m 0.01% Added +14.3k +14,306
6 Gateway Advisory, LLC 1.96% of their portfolio WESTFIELD, NJ 298,930298.9k $11.2m $11.2m 1.96% Added +14.8k +14,763
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 249,418249.4k $9.3m $9.3m 0.00% Added +178.8k +178,756
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 245,667245.7k $9.2m $9.2m 0.00% Reduced -3.6k -3,615
9 Bank Julius Baer & Co. Ltd, Zurich 0.03% of their portfolio ZURICH, V8 230,519230.5k $8.6m $8.6m 0.03% Reduced -397 -397
10 Vontobel Holding Ltd. 0.07% of their portfolio ZURICH, V8 219,672219.7k $8.2m $8.2m 0.07% Added +4.7k +4,693
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 195,011195.0k $7.3m $7.3m 0.00% Added +5.4k +5,367
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 155,506155.5k $5.8m $5.8m 0.00% Added +935 +935
13 Cercano Management LLC 0.14% of their portfolio BELLEVUE, WA 138,000138.0k $5.2m $5.2m 0.14% New
14 Betterment LLC 0.01% of their portfolio NEW YORK, NY 85,12685.1k $3.2m $3.2m 0.01% Added +22.5k +22,474
15 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 83,29283.3k $3.1m $3.1m 0.05% Added +24.4k +24,403
16 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 81,01581.0k $3.0m $3.0m 0.01% Reduced -1.6k -1,646
17 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 77,06477.1k $2.9m $2.9m 0.01% Added +40.9k +40,885
18 Tidal Investments LLC 0.05% of their portfolio Milwaukee, WI 74,38974.4k $2.8m $2.8m 0.05% Added +11.6k +11,589
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 73,26473.3k $2.7m $2.7m 0.00% Added +11.8k +11,848
20 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 71,34971.3k $2.7m $2.7m 0.00% Added +1.9k +1,857
21 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 70,62270.6k $2.6m $2.6m 0.03% Reduced -3.5k -3,475
22 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 69,67869.7k $2.6m $2.6m 0.01% Reduced -2.6k -2,637
23 Mount Lucas Management LP 0.84% of their portfolio Newtown, PA 67,21867.2k $2.5m $2.5m 0.84% Reduced -571 -571
24 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 64,25064.2k $2.4m $2.4m 0.00% Added +29.2k +29,250
25 Apollon Wealth Management, LLC 0.06% of their portfolio MOUNT PLEASANT, SC 53,07953.1k $2.0m $2.0m 0.06% Added +2.9k +2,874
26 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.12% of their portfolio BIRMINGHAM, AL 50,98651.0k $1.9m $1.9m 0.12% Reduced -34 -34
27 FOCUS Wealth Advisors, LLC 0.98% of their portfolio HOUSTON, TX 48,62348.6k $1.8m $1.8m 0.98% New
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 44,33944.3k $1.7m $1.7m 0.00% Reduced -119 -119
29 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 38,30338.3k $1.4m $1.4m 0.01% Added +234 +234
30 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 38,17438.2k $1.4m $1.4m 0.00% Added +2.3k +2,335
31 Nilsine Partners, LLC 0.18% of their portfolio GREENWOOD VILLAGE, CO 36,05036.0k $1.4m $1.4m 0.18% Reduced -1.6k -1,580
32 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 34,99735.0k $1.3m $1.3m 0.01% Added +1.1k +1,146
33 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,66429.7k $1.1m $1.1m 0.00% Added +5.6k +5,606
34 Advisory Alpha, LLC 0.04% of their portfolio HOLLAND, MI 27,71427.7k $1.0m $1.0m 0.04% Added +1.2k +1,245
35 Belpointe Asset Management LLC 0.08% of their portfolio RENO, NV 27,57627.6k $1.0m $1.0m 0.08% New
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 25,57625.6k $957.9k $957.9k 0.00% Reduced -36.7k -36,716
37 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 25,48025.5k $954.5k $954.5k 0.00% Added +1.8k +1,803
38 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 23,66523.7k $887.0k $887.0k 0.00% Added +142 +142
39 1900 WEALTH MANAGEMENT LLC 0.06% of their portfolio SAN ANTONIO, TX 19,00219.0k $711.8k $711.8k 0.06% Reduced -7.1k -7,139
40 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 16,48416.5k $617.5k $617.5k 0.00% Reduced -346 -346
41 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 15,33715.3k $574.5k $574.5k 0.01% Unchanged
42 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 13,90813.9k $521.0k $521.0k 0.00% Reduced -474 -474
43 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 13,33613.3k $500.0k $500.0k 0.01% Added +284 +284
44 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 12,04612.0k $451.2k $451.2k 0.01% Reduced -900 -900
45 High Net Worth Advisory Group LLC 0.12% of their portfolio NAPLES, FL 10,00010.0k $374.6k $374.6k 0.12% Unchanged
46 AlphaCentric Advisors LLC 0.22% of their portfolio SAN JUAN, PR 9,6699.7k $362.2k $362.2k 0.22% Reduced -483 -483
47 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 9,5609.6k $358.1k $358.1k 0.01% Unchanged
48 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 9,3539.4k $350.4k $350.4k 0.00% New
49 New Insight Wealth Advisors 0.19% of their portfolio SAN RAMON, CA 8,1508.2k $305.3k $305.3k 0.19% Reduced -2.1k -2,052
50 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 7,9007.9k $295.9k $295.9k 0.00% New
51 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 7,6127.6k $285.0k $285.0k 0.00% Unchanged
52 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 7,1867.2k $269.2k $269.2k 0.02% Reduced -489 -489
53 Alternative Investment Advisors, LLC. 0.16% of their portfolio Maitland, FL 7,0267.0k $261.4k $261.4k 0.16% Reduced -466 -466
54 VIAWEALTH, LLC 0.16% of their portfolio Leawood, KS 6,7486.7k $252.8k $252.8k 0.16% Reduced -3.7k -3,662
55 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,7465.7k $215.2k $215.2k 0.00% New
56 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 5,4685.5k $204.8k $204.8k 0.00% New
57 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 5,1105.1k $191.4k $191.4k 0.01% Reduced -7 -7
58 POM Investment Strategies, LLC 0.14% of their portfolio RALEIGH, NC 4,5214.5k $169.4k $169.4k 0.14% Unchanged
59 Aspect Partners, LLC 0.13% of their portfolio FAIRFAX, VA 4,4144.4k $165.3k $165.3k 0.13% Unchanged
60 HORIZON FINANCIAL SERVICES, LLC 0.09% of their portfolio WINSTON SALEM, NC 3,8963.9k $145.9k $145.9k 0.09% New
61 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,5603.6k $133.4k $133.4k 0.00% Added +76 +76
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,9312.9k $109.8k $109.8k 0.00% Added +1.6k +1,606
63 ICA Group Wealth Management, LLC 0.02% of their portfolio DENVER, CO 2,4902.5k $93.3k $93.3k 0.02% Added +133 +133
64 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,2772.3k $85.3k $85.3k 0.01% Added +25 +25
65 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 1,7001.7k $63.7k $63.7k 0.00% Unchanged
66 Investors Research Corp 0.01% of their portfolio ATLANTA, GA 1,5891.6k $59.5k $59.5k 0.01% Unchanged
67 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,5371.5k $57.2k $57.2k 0.00% Unchanged
68 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 1,5131.5k $56.7k $56.7k 0.00% Reduced -83 -83
69 Park Place Capital Corp 0.02% of their portfolio Homewood, AL 1,3331.3k $49.9k $49.9k 0.02% Reduced -1.3k -1,332
70 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,1261.1k $42.2k $42.2k 0.00% Reduced -14 -14
71 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 553553 $20.7k $20.7k 0.00% Added +1 +1
72 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 530530 $19.9k $19.9k 0.00% Unchanged
73 DELTA ASSET MANAGEMENT LLC/TN 0.00% of their portfolio MEMPHIS, TN 421421 $15.8k $15.8k 0.00% Unchanged
74 CWM, LLC 0.00% of their portfolio OMAHA, NE 400400 $15.0k $15.0k 0.00% New
75 BlackRock Inc. 0.00% of their portfolio New York, NY 279279 $10.5k $10.5k 0.00% Unchanged
76 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 277277 $10.4k $10.4k 0.00% Unchanged
77 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 200200 $7.5k $7.5k 0.00% New
78 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 114114 $4.3k $4.3k 0.00% New
79 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 112112 $4.2k $4.2k 0.00% Unchanged
80 Pflug Koory, LLC 0.00% of their portfolio OMAHA, NE 107107 $4.0k $4.0k 0.00% Unchanged
81 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 100100 $3.7k $3.7k 0.00% Unchanged
82 Iron Horse Wealth Management, LLC 0.00% of their portfolio JOHSTON, IA 7070 $2.6k $2.6k 0.00% Unchanged
83 Aspire Private Capital, LLC 0.00% of their portfolio Cornelius, NC 6666 $2.5k $2.5k 0.00% Unchanged
84 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 5959 $2.2k $2.2k 0.00% Unchanged
85 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 4949 $1.8k $1.8k 0.00% New
86 TSFG, LLC 0.00% of their portfolio LAKE FOREST, IL 4646 $2.0k $2.0k 0.00% Unchanged
87 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4545 $1.7k $1.7k 0.00% Unchanged
88 Western Pacific Wealth Management, LP 0.00% of their portfolio LAKE FOREST, IL 3939 $1.5k $1.5k 0.00% New
89 FMR LLC 0.00% of their portfolio BOSTON, MA 3737 $1.4k $1.4k 0.00% Added +17 +17
90 Semmax Financial Advisors Inc. 0.00% of their portfolio Winston Salem, NC 11 $20 $20 0.00% Reduced -90 -90