Vault-13

ISHARES INC EEMS

EM MKT SM-CP ETF · ETP · CUSIP 464286475

111 institutional holders +2 vs Q4 2022
5,448,6495.4m shares reported held*
$274.4mreported value*
6 new 36 added 35 reduced 8 sold out net sold ≈ $8.3m (-164.7k 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 ≈ $50.37.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 95Q4 22: 109Q1 23: 111111Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202295
Q4 2022109
Q1 2023111

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 53 bought or addedQ4 22: 34 cut or sold outQ4 22Q1 23: 42 bought or addedQ1 23: 43 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20225334
Q1 20234243

Biggest buyers

MML INVESTORS SERVICES, LLC Added +76,438+76.4k
LPL Financial LLC Added +70,158+70.2k
Parcion Private Wealth LLC Added +55,199+55.2k
OLD MISSION CAPITAL LLC Added +36,531+36.5k
JANE STREET GROUP, LLC Added +26,980+27.0k
MORGAN STANLEY Added +21,621+21.6k
EVERGREEN CAPITAL MANAGEMENT LLC Added +20,674+20.7k
Raymond James Financial Services Advisors, Inc. New +14,745+14.7k
FLOW TRADERS U.S. LLC Added +11,693+11.7k
BANK OF AMERICA CORP /DE/ Added +10,551+10.6k

Biggest sellers

Perigon Wealth Management, LLC Reduced -325,982-326.0k
BlackRock Inc. Reduced -60,651-60.7k
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -42,860-42.9k
ROYAL BANK OF CANADA Reduced -29,108-29.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -27,708-27.7k
CITADEL ADVISORS LLC Reduced -27,001-27.0k
Pathway Financial Advisors LLC Reduced -15,676-15.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -9,949-9.9k
RAYMOND JAMES & ASSOCIATES Sold out -9,893-9.9k
UBS Group AG Reduced -8,205-8.2k

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.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution new · filed 2026-10-05 11.1% new 567.9k≈ $43.1m 2026-10-05

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Legal & General Group Plc 0.02% of their portfolio London, X0 1,104,0501.1m $55.6m $55.6m 0.02% Added +5.0k +5,000
2 Parcion Private Wealth LLC 3.30% of their portfolio BELLEVUE, WA 627,101627.1k $31.6m $31.6m 3.30% Added +55.2k +55,199
3 State of Wisconsin - Board of Commissioners of Public Lands 2.85% of their portfolio MADISON, WI 253,075253.1k $12.7m $12.7m 2.85% First filing
4 BlackRock Inc. 0.00% of their portfolio New York, NY 252,156252.2k $12.7m $12.7m 0.00% Reduced -60.7k -60,651
5 Johnson Financial Group, LLC 1.73% of their portfolio Denver, CO 227,954228.0k $11.5m $11.5m 1.73% Added +5.7k +5,687
6 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 227,755227.8k $11.5m $11.5m 0.02% Added +27.0k +26,980
7 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 196,790196.8k $9.9m $9.9m 0.01% Reduced -27.0k -27,001
8 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 172,055172.1k $8.7m $8.7m 0.01% Reduced -5.3k -5,297
9 Checchi Capital Advisers, LLC 0.84% of their portfolio BEVERLY HILLS, CA 171,719171.7k $8.7m $8.7m 0.84% Added +6.0k +6,027
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 168,850168.8k $8.5m $8.5m 0.00% Unchanged
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 154,737154.7k $7.8m $7.8m 0.00% Added +10.6k +10,551
12 Corrigan Financial, Inc. 2.28% of their portfolio MIDDLETOWN, RI 138,014138.0k $7.0m $7.0m 2.28% Reduced -5.7k -5,653
13 EVERGREEN CAPITAL MANAGEMENT LLC 0.29% of their portfolio Bellevue, WA 129,855129.9k $6.5m $6.5m 0.29% Added +20.7k +20,674
14 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 126,738126.7k $6.4m $6.4m 0.05% Added +76.4k +76,438
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 103,119103.1k $5.2m $5.2m 0.00% Added +6.9k +6,879
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 97,89097.9k $4.9m $4.9m 0.00% Added +70.2k +70,158
17 OLD MISSION CAPITAL LLC 0.15% of their portfolio CHICAGO, IL 95,96396.0k $4.8m $4.8m 0.15% Added +36.5k +36,531
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 92,35992.4k $4.7m $4.7m 0.00% Added +21.6k +21,621
19 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 81,30281.3k $4.1m $4.1m 0.01% Added +3.3k +3,328
20 JFG Wealth Management, LLC 1.30% of their portfolio Denver, CO 75,50575.5k $3.8m $3.8m 1.30% Added +1.9k +1,941
21 AlphaMark Advisors, LLC 1.49% of their portfolio FT. WRIGHT, KY 65,94265.9k $3.3m $3.3m 1.49% Added +4.3k +4,270
22 Omega Financial Group, LLC 1.30% of their portfolio Santa Barbara, CA 56,04256.0k $2.8m $2.8m 1.30% Added +7.5k +7,501
23 Texas Yale Capital Corp. 0.13% of their portfolio ST. PETERSBURG, FL 51,31951.3k $2.6m $2.6m 0.13% Added +93 +93
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 43,83743.8k $2.2m $2.2m 0.00% Reduced -27.7k -27,708
25 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 41,53541.5k $2.1m $2.1m 0.05% Reduced -590 -590
26 HARBOR ADVISORY CORP /MA/ 0.80% of their portfolio PORTSMOUTH, NH 41,35241.4k $2.1m $2.1m 0.80% Added +8.4k +8,357
27 Sowell Financial Services LLC 0.16% of their portfolio NORTH LITTLE ROCK, AR 40,94840.9k $2.1m $2.1m 0.16% Added +174 +174
28 Cypress Point Wealth Management, LLC 2.83% of their portfolio DALLAS, TX 39,77439.8k $2.0m $2.0m 2.83% Added +1.8k +1,840
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 31,64331.6k $1.6m $1.6m 0.00% Reduced -8.2k -8,205
30 Pure Financial Advisors, LLC 0.07% of their portfolio SAN DIEGO, CA 30,11430.1k $1.5m $1.5m 0.07% Reduced -613 -613
31 FLOW TRADERS U.S. LLC 0.06% of their portfolio NEW YORK, NY 29,56329.6k $1.5m $1.5m 0.06% Added +11.7k +11,693
32 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% of their portfolio Seattle, WA 27,79027.8k $1.4m $1.4m 0.06% Reduced -2.6k -2,640
33 Falcon Wealth Planning 0.31% of their portfolio Ontario, CA 24,71324.7k $1.2m $1.2m 0.31% Reduced -554 -554
34 JOHNSON INVESTMENT COUNSEL INC 0.02% of their portfolio Cincinnati, OH 22,87522.9k $1.2m $1.2m 0.02% Unchanged
35 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 19,46219.5k $980.4k $980.4k 0.01% Added +540 +540
36 REBALANCE, LLC 0.09% of their portfolio PALO ALTO, CA 18,71518.7k $942.8k $942.8k 0.09% Unchanged
37 Blue Trust, Inc. 0.01% of their portfolio BRENTWOOD, TN 18,68018.7k $902.0k $902.0k 0.01% Added +6.9k +6,884
38 Mill Creek Capital Advisors, LLC 0.03% of their portfolio Conshohocken, PA 16,88016.9k $850.4k $850.4k 0.03% Added +1 +1
39 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 14,74514.7k $742.8k $742.8k 0.00% New
40 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 12,84212.8k $646.9k $646.9k 0.01% Added +368 +368
41 NorthLanding Financial Partners, LLC 0.43% of their portfolio ROCHESTER, NY 12,14612.1k $611.9k $611.9k 0.43% Reduced -249 -249
42 Virtue Capital Management, LLC 0.10% of their portfolio BRENTWOOD, TN 12,01612.0k $600.7k $600.7k 0.10% Reduced -1.0k -1,015
43 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 11,15111.2k $561.7k $561.7k 0.03% Reduced -326.0k -325,982
44 LIBERTY WEALTH MANAGEMENT LLC 0.11% of their portfolio OAKLAND, CA 10,42310.4k $525.1k $525.1k 0.11% First filing
45 Kabouter Management, LLC 0.38% of their portfolio Chicago, IL 10,11510.1k $508.4k $508.4k 0.38% New
46 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 9,8519.9k $496.2k $496.2k 0.01% Added +4.6k +4,584
47 Merriman Wealth Management, LLC 0.03% of their portfolio SEATTLE, WA 9,6789.7k $487.6k $487.6k 0.03% Reduced -1.4k -1,431
48 AdvisorNet Financial, Inc 0.04% of their portfolio MINNETONKA, MN 9,4629.5k $476.7k $476.7k 0.04% Reduced -233 -233
49 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 9,1309.1k $459.9k $459.9k 0.01% Unchanged
50 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 8,7678.8k $441.7k $441.7k 0.00% Reduced -7.6k -7,609
51 BIP Wealth, LLC 0.05% of their portfolio ATLANTA, GA 8,5788.6k $432.2k $432.2k 0.05% First filing
52 Millburn Ridgefield LLC /DE/ 0.02% of their portfolio New York, NY 8,4608.5k $426.2k $426.2k 0.02% Unchanged
53 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 8,4348.4k $425.0k $425.0k 0.00% Reduced -30 -30
54 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,2588.3k $416.0k $416.0k 0.00% Added +4.9k +4,859
55 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 7,6597.7k $385.8k $385.8k 0.01% Added +530 +530
56 SIMON QUICK ADVISORS, LLC 0.04% of their portfolio MORRISTOWN, NJ 7,6147.6k $383.6k $383.6k 0.04% Unchanged
57 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 7,6127.6k $383.5k $383.5k 0.00% Reduced -6.5k -6,481
58 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.18% of their portfolio HILLSDALE, NY 7,5127.5k $378.4k $378.4k 0.18% Unchanged
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,5117.5k $379.0k $379.0k 0.00% Reduced -29.1k -29,108
60 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 6,7326.7k $339.1k $339.1k 0.00% New
61 Index Fund Advisors, Inc. 0.02% of their portfolio IRVINE, CA 6,6686.7k $335.9k $335.9k 0.02% Reduced -2 -2
62 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,4356.4k $324.2k $324.2k 0.00% Unchanged
63 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 6,1816.2k $311.4k $311.4k 0.00% Reduced -722 -722
64 VIAWEALTH, LLC 0.24% of their portfolio Leawood, KS 6,0666.1k $305.6k $305.6k 0.24% Reduced -1.7k -1,689
65 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,9766.0k $301.0k $301.0k 0.00% Reduced -85 -85
66 Clear Harbor Asset Management, LLC 0.03% of their portfolio Stamford, CT 5,8395.8k $294.2k $294.2k 0.03% New
67 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 5,4815.5k $276.1k $276.1k 0.01% Reduced -98 -98
68 Samalin Investment Counsel, LLC 0.16% of their portfolio CHAPPAQUA, NY 5,4235.4k $273.2k $273.2k 0.16% Added +94 +94
69 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 5,2175.2k $264.2k $264.2k 0.02% Reduced -194 -194
70 Legacy Capital Group California, Inc. 0.12% of their portfolio LOS GATOS, CA 5,0205.0k $252.9k $252.9k 0.12% First filing
71 GOULD ASSET MANAGEMENT LLC /CA/ 0.07% of their portfolio CLAREMONT, CA 4,9955.0k $251.6k $251.6k 0.07% Unchanged
72 First Interstate Bank 0.02% of their portfolio Billings, MT 4,8694.9k $245.3k $245.3k 0.02% Reduced -28 -28
73 Legacy Financial Advisors, Inc. 0.05% of their portfolio COVINGTON, KY 4,8374.8k $243.7k $243.7k 0.05% Added +470 +470
74 Kohmann Bosshard Financial Services, LLC 0.05% of their portfolio FAIRLAWN, OH 4,8344.8k $243.5k $243.5k 0.05% Reduced -419 -419
75 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,4954.5k $226.0k $226.0k 0.00% New
76 BUCKINGHAM STRATEGIC WEALTH, LLC 0.00% of their portfolio CLAYTON, MO 4,3734.4k $211.1k $211.1k 0.00% Unchanged
77 Pathway Financial Advisors LLC 0.07% of their portfolio SOUTH BURLINGTON, VT 4,1304.1k $208.1k $208.1k 0.07% Reduced -15.7k -15,676
78 ClariVest Asset Management LLC 0.01% of their portfolio SAN DIEGO, CA 4,0404.0k $204.0k $204.0k 0.01% Added +1.5k +1,521
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,3783.4k $170.2k $170.2k 0.00% Added +1.1k +1,137
80 GHP Investment Advisors, Inc. 0.01% of their portfolio Denver, CO 2,8102.8k $141.6k $141.6k 0.01% Unchanged
81 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,6642.7k $134.0k $134.0k 0.00% Added +40 +40
82 Tortoise Investment Management, LLC 0.02% of their portfolio WHITE PLAINS, NY 2,5272.5k $127.3k $127.3k 0.02% Unchanged
83 MARYLAND CAPITAL ADVISORS INC. 0.08% of their portfolio CHESTER, MD 1,8561.9k $93.5k $93.5k 0.08% Reduced -113 -113
84 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,6131.6k $81.7k $81.7k 0.00% Unchanged
85 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,5001.5k $75.6k $75.6k 0.00% Reduced -1 -1
86 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,0231.0k $51.6k $51.6k 0.00% Unchanged
87 American State Bank (Iowa) 0.03% of their portfolio SIOUX CENTER, IA 929929 $46.8k $46.8k 0.03% Unchanged
88 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 682682 $34.3k $34.3k 0.00% Unchanged
89 Princeton Global Asset Management LLC 0.01% of their portfolio PRINCETON, NJ 660660 $33.2k $33.2k 0.01% Unchanged
90 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 644644 $32.4k $32.4k 0.00% Unchanged
91 Eagle Bay Advisors LLC 0.02% of their portfolio NEW YORK, NY 644644 $32.4k $32.4k 0.02% Unchanged
92 Disciplined Investments, LLC 0.01% of their portfolio TULSA, OK 611611 $30.8k $30.8k 0.01% Reduced -25 -25
93 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 598598 $30.0k $30.0k 0.00% Unchanged
94 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 523523 $26.3k $26.3k 0.00% Reduced -31 -31
95 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 500500 $25.2k $25.2k 0.00% Unchanged
96 Lee Financial Co 0.00% of their portfolio Dallas, TX 486486 $24.5k $24.5k 0.00% Unchanged
97 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 477477 $24.0k $24.0k 0.00% Reduced -3 -3
98 BDO Wealth Advisors, LLC 0.00% of their portfolio JACKSONVILLE, FL 450450 $22.7k $22.7k 0.00% Unchanged
99 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 324324 $16.4k $16.4k 0.00% Reduced -42.9k -42,860
100 MB, LEVIS & ASSOCIATES, LLC 0.01% of their portfolio CENTER VALLEY, PA 278278 $14.0k $14.0k 0.01% Unchanged