Vault-13

ISHARES INC EMHY

JP MRGN EM HI BD · ETP · CUSIP 464286285

95 institutional holders +5 vs Q1 2024
7,062,3767.1m shares reported held*
$264.0mreported value*
12 new 40 added 23 reduced 8 sold out net bought ≈ $29.7m (+807.6k 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 ≈ $37.39.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 67Q4 22: 72Q1 23: 77Q2 23: 77Q3 23: 83Q4 23: 83Q1 24: 90Q2 24: 9595Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202267
Q4 202272
Q1 202377
Q2 202377
Q3 202383
Q4 202383
Q1 202490
Q2 202495

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 34 bought or addedQ4 22: 36 cut or sold outQ4 22Q1 23: 35 bought or addedQ1 23: 35 cut or sold outQ2 23: 35 bought or addedQ2 23: 35 cut or sold outQ2 23Q3 23: 38 bought or addedQ3 23: 36 cut or sold outQ4 23: 29 bought or addedQ4 23: 39 cut or sold outQ4 23Q1 24: 45 bought or addedQ1 24: 30 cut or sold outQ2 24: 52 bought or addedQ2 24: 31 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223436
Q1 20233535
Q2 20233535
Q3 20233836
Q4 20232939
Q1 20244530
Q2 20245231

Biggest buyers

BlackRock Inc. Added +536,679+536.7k
Horizon Wealth Management, LLC New +468,140+468.1k
JANE STREET GROUP, LLC New +188,177+188.2k
Betterment LLC Added +103,520+103.5k
ASSETMARK, INC Added +91,581+91.6k
Koss-Olinger Consulting, LLC New +72,388+72.4k
OVERSEA-CHINESE BANKING Corp Ltd New +52,635+52.6k
D. E. Shaw & Co., Inc. Added +28,575+28.6k
Atria Investments, Inc New +20,567+20.6k
WELLS FARGO & COMPANY/MN Added +18,529+18.5k

Biggest sellers

Empowered Funds, LLC Sold out -495,000-495.0k
MORGAN STANLEY Reduced -321,628-321.6k
HSBC HOLDINGS PLC Reduced -24,250-24.2k
1900 WEALTH MANAGEMENT LLC Sold out -19,002-19.0k
Bank Julius Baer & Co. Ltd, Zurich Reduced -18,404-18.4k
Tidal Investments LLC Reduced -16,959-17.0k
LPL Financial LLC Reduced -10,748-10.7k
Bank of New York Mellon Corp Reduced -7,943-7.9k
Mount Lucas Management LP Reduced -3,853-3.9k
ICA Group Wealth Management, LLC Sold out -2,490-2.5k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sound Income Strategies, LLC 2.22% of their portfolio FT LAUDERDALE, FL 958,703958.7k $35.5m $35.5m 2.22% Added +1.9k +1,940
2 ASSETMARK, INC 0.08% of their portfolio CONCORD, CA 725,005725.0k $26.9m $26.9m 0.08% Added +91.6k +91,581
3 BlackRock Inc. 0.00% of their portfolio New York, NY 536,958537.0k $19.9m $19.9m 0.00% Added +536.7k +536,679
4 Horizon Wealth Management, LLC 4.13% of their portfolio LA GRANGE, IL 468,140468.1k $17.3m $17.3m 4.13% New
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 456,840456.8k $16.9m $16.9m 0.01% Added +16.2k +16,184
6 Gateway Advisory, LLC 1.93% of their portfolio WESTFIELD, NJ 306,593306.6k $11.4m $11.4m 1.93% Added +7.7k +7,663
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 267,947267.9k $9.9m $9.9m 0.00% Added +18.5k +18,529
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 234,919234.9k $8.7m $8.7m 0.00% Reduced -10.7k -10,748
9 Vontobel Holding Ltd. 0.03% of their portfolio ZURICH, V8 219,498219.5k $8.1m $8.1m 0.03% Reduced -174 -174
10 Bank Julius Baer & Co. Ltd, Zurich 0.03% of their portfolio ZURICH, V8 212,115212.1k $8.7m $8.7m 0.03% Reduced -18.4k -18,404
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 195,829195.8k $7.3m $7.3m 0.00% Added +818 +818
12 Betterment LLC 0.02% of their portfolio NEW YORK, NY 188,646188.6k $7.0m $7.0m 0.02% Added +103.5k +103,520
13 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 188,177188.2k $7.0m $7.0m 0.01% New
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 167,261167.3k $6.2m $6.2m 0.00% Reduced -321.6k -321,628
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 164,057164.1k $6.1m $6.1m 0.00% Added +8.6k +8,551
16 Cercano Management LLC 0.14% of their portfolio BELLEVUE, WA 138,000138.0k $5.1m $5.1m 0.14% Unchanged
17 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 93,72193.7k $3.5m $3.5m 0.04% Added +10.4k +10,429
18 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 86,12986.1k $3.2m $3.2m 0.01% Added +5.1k +5,114
19 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 77,92877.9k $2.9m $2.9m 0.01% Added +864 +864
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 76,75676.8k $2.8m $2.8m 0.00% Added +3.5k +3,492
21 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 74,49374.5k $2.8m $2.8m 0.03% Added +3.9k +3,871
22 Koss-Olinger Consulting, LLC 0.25% of their portfolio GAINESVILLE, FL 72,38872.4k $2.7m $2.7m 0.25% New
23 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 72,14972.1k $2.7m $2.7m 0.01% Added +2.5k +2,471
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 71,20471.2k $2.6m $2.6m 0.00% Reduced -145 -145
25 Mount Lucas Management LP 0.83% of their portfolio Newtown, PA 63,36563.4k $2.3m $2.3m 0.83% Reduced -3.9k -3,853
26 Tidal Investments LLC 0.03% of their portfolio Milwaukee, WI 57,43057.4k $2.1m $2.1m 0.03% Reduced -17.0k -16,959
27 Apollon Wealth Management, LLC 0.06% of their portfolio MOUNT PLEASANT, SC 53,37653.4k $2.0m $2.0m 0.06% Added +297 +297
28 OVERSEA-CHINESE BANKING Corp Ltd 0.06% of their portfolio SINGAPORE, U0 52,63552.6k $2.0m $2.0m 0.06% New
29 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.12% of their portfolio BIRMINGHAM, AL 50,87350.9k $1.9m $1.9m 0.12% Reduced -113 -113
30 FOCUS Wealth Advisors, LLC 0.94% of their portfolio HOUSTON, TX 49,25749.3k $1.8m $1.8m 0.94% Added +634 +634
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 43,95844.0k $1.6m $1.6m 0.00% Reduced -381 -381
32 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 40,00040.0k $1.5m $1.5m 0.00% Reduced -24.2k -24,250
33 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 38,93438.9k $1.4m $1.4m 0.01% Added +631 +631
34 Nilsine Partners, LLC 0.18% of their portfolio GREENWOOD VILLAGE, CO 36,93936.9k $1.4m $1.4m 0.18% Added +889 +889
35 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 36,47536.5k $1.4m $1.4m 0.00% Added +28.6k +28,575
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 36,19736.2k $1.3m $1.3m 0.00% Added +6.5k +6,533
37 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 36,17236.2k $1.3m $1.3m 0.00% Added +1.2k +1,175
38 Advisory Alpha, LLC 0.05% of their portfolio HOLLAND, MI 35,89035.9k $1.3m $1.3m 0.05% Added +8.2k +8,176
39 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 33,26533.3k $1.2m $1.2m 0.00% Added +7.7k +7,689
40 Belpointe Asset Management LLC 0.08% of their portfolio RENO, NV 30,36430.4k $1.1m $1.1m 0.08% Added +2.8k +2,788
41 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 30,23130.2k $1.1m $1.1m 0.00% Reduced -7.9k -7,943
42 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 24,83924.8k $920.3k $920.3k 0.00% Reduced -641 -641
43 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 24,78224.8k $918.0k $918.0k 0.00% Added +1.1k +1,117
44 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 20,56720.6k $762.0k $762.0k 0.01% New
45 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 15,81115.8k $585.8k $585.8k 0.00% Reduced -673 -673
46 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 15,03715.0k $557.1k $557.1k 0.01% Reduced -300 -300
47 Ariadne Wealth Management, LP 0.44% of their portfolio SANTA BARBARA, CA 14,91014.9k $552.4k $552.4k 0.44% First filing
48 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 13,46013.5k $499.0k $499.0k 0.01% Added +124 +124
49 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 13,03213.0k $482.8k $482.8k 0.00% Reduced -876 -876
50 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 11,80311.8k $437.3k $437.3k 0.01% New
51 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 11,53811.5k $427.5k $427.5k 0.01% Reduced -508 -508
52 DARK FOREST CAPITAL MANAGEMENT LP 0.07% of their portfolio NEW YORK, NY 10,73510.7k $397.7k $397.7k 0.07% New
53 High Net Worth Advisory Group LLC 0.11% of their portfolio NAPLES, FL 10,00010.0k $370.5k $370.5k 0.11% Unchanged
54 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 9,6939.7k $359.1k $359.1k 0.00% Added +340 +340
55 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 9,5609.6k $354.2k $354.2k 0.01% Unchanged
56 AlphaCentric Advisors LLC 0.26% of their portfolio SAN JUAN, PR 9,4469.4k $350.0k $350.0k 0.26% Reduced -223 -223
57 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,3109.3k $343.7k $343.7k 0.00% First filing
58 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 7,9858.0k $295.8k $295.8k 0.03% New
59 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 7,6127.6k $282.0k $282.0k 0.00% Unchanged
60 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 7,1667.2k $265.5k $265.5k 0.02% Reduced -20 -20
61 New Insight Wealth Advisors 0.16% of their portfolio SAN RAMON, CA 7,1397.1k $264.5k $264.5k 0.16% Reduced -1.0k -1,011
62 Alternative Investment Advisors, LLC. 0.15% of their portfolio Maitland, FL 6,9607.0k $258.0k $258.0k 0.15% Reduced -66 -66
63 VIAWEALTH, LLC 0.16% of their portfolio Leawood, KS 6,8526.9k $253.9k $253.9k 0.16% Added +104 +104
64 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,9155.9k $219.2k $219.2k 0.00% Added +169 +169
65 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 5,8585.9k $217.0k $217.0k 0.00% Added +390 +390
66 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 5,1115.1k $189.4k $189.4k 0.01% Added +1 +1
67 HORIZON FINANCIAL SERVICES, LLC 0.12% of their portfolio WINSTON SALEM, NC 4,9615.0k $183.8k $183.8k 0.12% Added +1.1k +1,065
68 POM Investment Strategies, LLC 0.13% of their portfolio RALEIGH, NC 4,5214.5k $167.5k $167.5k 0.13% Unchanged
69 Aspect Partners, LLC 0.10% of their portfolio FAIRFAX, VA 4,4144.4k $163.5k $163.5k 0.10% Unchanged
70 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,5513.6k $131.6k $131.6k 0.00% Reduced -9 -9
71 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,9312.9k $108.6k $108.6k 0.00% Unchanged
72 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,3142.3k $85.7k $85.7k 0.01% Added +37 +37
73 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 1,8501.9k $68.5k $68.5k 0.00% Added +1.3k +1,320
74 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 1,7001.7k $63.0k $63.0k 0.00% Unchanged
75 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,6981.7k $62.9k $62.9k 0.01% New
76 Investors Research Corp 0.01% of their portfolio ATLANTA, GA 1,5891.6k $58.9k $58.9k 0.01% Unchanged
77 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,5371.5k $56.5k $56.5k 0.00% Unchanged
78 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 1,5131.5k $56.1k $56.1k 0.00% Added +1.2k +1,236
79 Park Place Capital Corp 0.02% of their portfolio Homewood, AL 1,3331.3k $49.4k $49.4k 0.02% Unchanged
80 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,3181.3k $48.8k $48.8k 0.00% Added +192 +192
81 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 662662 $24.5k $24.5k 0.00% Added +613 +613
82 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 605605 $22.4k $22.4k 0.00% Added +52 +52
83 DELTA ASSET MANAGEMENT LLC/TN 0.00% of their portfolio MEMPHIS, TN 421421 $15.6k $15.6k 0.00% Unchanged
84 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 340340 $12.6k $12.6k 0.00% New
85 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 335335 $12.4k $12.4k 0.00% Added +135 +135
86 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 284284 $10.5k $10.5k 0.00% New
87 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 128128 $4.7k $4.7k 0.00% Reduced -1.4k -1,385
88 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 118118 $4.4k $4.4k 0.00% New
89 Iron Horse Wealth Management, LLC 0.00% of their portfolio JOHSTON, IA 7070 $2.6k $2.6k 0.00% Unchanged
90 Aspire Private Capital, LLC 0.00% of their portfolio Cornelius, NC 6666 $2.4k $2.4k 0.00% Unchanged
91 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 5959 $2.2k $2.2k 0.00% Unchanged
92 TSFG, LLC 0.00% of their portfolio LAKE FOREST, IL 4646 $2.0k $2.0k 0.00% Unchanged
93 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4545 $1.7k $1.7k 0.00% Unchanged
94 FMR LLC 0.00% of their portfolio BOSTON, MA 2828 $1.0k $1.0k 0.00% Reduced -9 -9
95 Semmax Financial Advisors Inc. 0.00% of their portfolio Winston Salem, NC 11 $20 $20 0.00% Unchanged