ISHARES INC EEMS
EM MKT SM-CP ETF · ETP · CUSIP 464286475
116
institutional holders
+5 vs Q1 2023
5.0m
shares reported held*
$266.3mreported value*
10 new
39 added
35 reduced
5 sold out
net sold ≈ $26.1m (-487.0k 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 ≈ $53.67.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 95 |
| Q4 2022 | 109 |
| Q1 2023 | 111 |
| Q2 2023 | 116 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 53 | 34 |
| Q1 2023 | 42 | 43 |
| Q2 2023 | 49 | 40 |
Biggest buyers
| JANE STREET GROUP, LLC | Added | +350.4k |
| Checchi Capital Advisers, LLC | Added | +73.1k |
| Valmark Advisers, Inc. | Added | +59.7k |
| HARBOR ADVISORY CORP /MA/ | Added | +30.3k |
| Dynamic Advisor Solutions LLC | New | +21.6k |
| Sound Financial Strategies Group, LLC | New | +21.3k |
| MML INVESTORS SERVICES, LLC | Added | +8.8k |
| MORGAN STANLEY | Added | +6.9k |
| Raymond James Financial Services Advisors, Inc. | Added | +6.6k |
| Legal & General Group Plc | Added | +6.5k |
Biggest sellers
| Parcion Private Wealth LLC | Reduced | -592.6k |
| CITADEL ADVISORS LLC | Reduced | -180.5k |
| BlackRock Inc. | Reduced | -135.4k |
| OLD MISSION CAPITAL LLC | Reduced | -57.1k |
| State of Wisconsin - Board of Commissioners of Public Lands | Reduced | -56.0k |
| Atria Wealth Solutions, Inc. | Sold out | -19.5k |
| Creative Planning | Reduced | -19.4k |
| Blue Trust, Inc. | Reduced | -14.5k |
| WELLS FARGO & COMPANY/MN | Reduced | -11.7k |
| AdvisorNet Financial, Inc | Reduced | -8.8k |
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.
| Holder | Stake |
|---|---|
| BlackRock Portfolio Management LLC 13G · institution new · filed 2026-10-05 | 11.1% |
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Legal & General Group Plc 0.02% of their portfolio | 1.1m $59.6m | Added +6.5k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 578.2k $31.0m | Added +350.4k |
| Checchi Capital Advisers, LLC 1.17% of their portfolio | 244.9k $13.1m | Added +73.1k |
| Johnson Financial Group, LLC 1.66% of their portfolio | 226.3k $12.1m | Reduced -1.7k |
| State of Wisconsin - Board of Commissioners of Public Lands 2.48% of their portfolio | 197.1k $10.6m | Reduced -56.0k |
| STATE STREET CORP 0.00% of their portfolio | 168.8k $9.0m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 154.1k $8.3m | Reduced -647 |
| Creative Planning 0.01% of their portfolio | 152.7k $8.2m | Reduced -19.4k |
| Corrigan Financial, Inc. 2.29% of their portfolio | 136.3k $7.3m | Reduced -1.7k |
| MML INVESTORS SERVICES, LLC 0.04% of their portfolio | 135.6k $7.3m | Added +8.8k |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.30% of their portfolio | 135.4k $7.3m | Added +5.5k |
| BlackRock Inc. 0.00% of their portfolio | 116.8k $6.3m | Reduced -135.4k |
| MORGAN STANLEY 0.00% of their portfolio | 99.3k $5.3m | Added +6.9k |
| LPL Financial LLC 0.00% of their portfolio | 96.3k $5.2m | Reduced -1.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 91.4k $4.9m | Reduced -11.7k |
| HighTower Advisors, LLC 0.01% of their portfolio | 81.3k $4.4m | Reduced -11 |
| JFG Wealth Management, LLC 1.20% of their portfolio | 73.0k $3.9m | Reduced -2.5k |
| HARBOR ADVISORY CORP /MA/ 1.36% of their portfolio | 71.7k $3.8m | Added +30.3k |
| Valmark Advisers, Inc. 0.08% of their portfolio | 69.6k $3.7m | Added +59.7k |
| AlphaMark Advisors, LLC 1.63% of their portfolio | 65.9k $3.5m | Unchanged |
| Omega Financial Group, LLC 1.31% of their portfolio | 53.4k $2.9m | Reduced -2.7k |
| Texas Yale Capital Corp. 0.13% of their portfolio | 51.5k $2.8m | Added +172 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 46.9k $2.5m | Added +3.1k |
| Sowell Financial Services LLC 0.12% of their portfolio | 41.3k $2.2m | Added +379 |
| OneDigital Investment Advisors LLC 0.05% of their portfolio | 40.7k $2.2m | Reduced -850 |
| Cypress Point Wealth Management, LLC 2.27% of their portfolio | 39.8k $2.1m | Added +26 |
| OLD MISSION CAPITAL LLC 0.08% of their portfolio | 38.8k $2.1m | Reduced -57.1k |
| UBS Group AG 0.00% of their portfolio | 37.0k $2.0m | Added +5.4k |
| FLOW TRADERS U.S. LLC 0.08% of their portfolio | 35.3k $1.9m | Added +5.7k |
| Parcion Private Wealth LLC 0.19% of their portfolio | 34.5k $1.9m | Reduced -592.6k |
| Pure Financial Advisors, LLC 0.07% of their portfolio | 29.7k $1.6m | Reduced -383 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% of their portfolio | 27.6k $1.5m | Reduced -160 |
| Falcon Wealth Planning 0.28% of their portfolio | 23.5k $1.3m | Reduced -1.2k |
| JOHNSON INVESTMENT COUNSEL INC 0.02% of their portfolio | 22.9k $1.2m | Unchanged |
| Dynamic Advisor Solutions LLC 0.06% of their portfolio | 21.6k $1.2m | New |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 21.3k $1.1m | Added +6.6k |
| Sound Financial Strategies Group, LLC 0.83% of their portfolio | 21.3k $1.1m | New |
| REBALANCE, LLC 0.10% of their portfolio | 18.7k $1.0m | Unchanged |
| Mill Creek Capital Advisors, LLC 0.03% of their portfolio | 16.9k $904.4k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 16.3k $872.9k | Reduced -180.5k |
| Virtue Capital Management, LLC 0.14% of their portfolio | 14.7k $795.4k | Added +2.7k |
| Cetera Investment Advisers 0.01% of their portfolio | 12.7k $681.8k | Reduced -117 |
| Perigon Wealth Management, LLC 0.02% of their portfolio | 11.4k $609.8k | Added +231 |
| NorthLanding Financial Partners, LLC 0.73% of their portfolio | 10.4k $556.8k | Reduced -1.8k |
| Kabouter Management, LLC 0.28% of their portfolio | 9.8k $521.5k | Reduced -283 |
| Merriman Wealth Management, LLC 0.03% of their portfolio | 9.7k $518.5k | Reduced -1 |
| SIMON QUICK ADVISORS, LLC 0.05% of their portfolio | 9.4k $504.8k | Added +1.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.8k $473.1k | Added +571 |
| Millburn Ridgefield LLC /DE/ 0.02% of their portfolio | 8.5k $456.1k | Added +52 |
| Clear Harbor Asset Management, LLC 0.04% of their portfolio | 8.4k $450.5k | Added +2.6k |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 8.0k $427.0k | Reduced -463 |
| Advisory Services Network, LLC 0.01% of their portfolio | 7.9k $424.9k | Reduced -1.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 7.8k $417.2k | Added +174 |
| COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio | 7.7k $414.0k | Added +68 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.18% of their portfolio | 7.5k $402.5k | Unchanged |
| LIBERTY WEALTH MANAGEMENT LLC 0.10% of their portfolio | 7.4k $397.7k | Reduced -3.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 6.9k $369.4k | Reduced -1.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 6.9k $366.0k | Reduced -659 |
| Chicago Partners Investment Group LLC 0.02% of their portfolio | 6.8k $377.1k | Added +1.6k |
| Corient Private Wealth LP 0.00% of their portfolio | 6.7k $360.7k | Unchanged |
| Index Fund Advisors, Inc. 0.02% of their portfolio | 6.7k $357.4k | Added +3 |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 6.6k $355.7k | Added +203 |
| Legacy Financial Advisors, Inc. 0.06% of their portfolio | 6.2k $332.5k | Added +1.4k |
| BIP Wealth, LLC 0.03% of their portfolio | 6.1k $325.6k | Reduced -2.5k |
| Sigma Planning Corp 0.01% of their portfolio | 6.1k $324.4k | Added +573 |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 6.0k $319.0k | Added +1.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 5.9k $317.0k | Reduced -61 |
| Samalin Investment Counsel, LLC 0.16% of their portfolio | 5.5k $294.9k | Added +80 |
| MEITAV INVESTMENT HOUSE LTD 0.01% of their portfolio | 5.3k $652.9k | New |
| Legacy Capital Group California, Inc. 0.12% of their portfolio | 5.3k $282.7k | Added +257 |
| GOULD ASSET MANAGEMENT LLC /CA/ 0.07% of their portfolio | 5.0k $267.6k | Unchanged |
| First Interstate Bank 0.02% of their portfolio | 4.9k $263.3k | Added +46 |
| Kohmann Bosshard Financial Services, LLC 0.04% of their portfolio | 4.8k $259.0k | Unchanged |
| VIAWEALTH, LLC 0.19% of their portfolio | 4.8k $257.8k | Reduced -1.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 4.6k $246.6k | New |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 4.5k $243.0k | New |
| TFB Advisors LLC 0.10% of their portfolio | 4.5k $238.8k | New |
| BUCKINGHAM STRATEGIC WEALTH, LLC 0.00% of their portfolio | 4.4k $234.3k | Unchanged |
| Blue Trust, Inc. 0.00% of their portfolio | 4.2k $209.0k | Reduced -14.5k |
| Pathway Financial Advisors LLC 0.07% of their portfolio | 4.1k $221.3k | Unchanged |
| ClariVest Asset Management LLC 0.01% of their portfolio | 4.0k $216.0k | Unchanged |
| Capital Asset Advisory Services LLC 0.01% of their portfolio | 3.7k $208.0k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 3.4k $184.1k | Added +59 |
| GHP Investment Advisors, Inc. 0.01% of their portfolio | 2.8k $154.3k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.8k $149.5k | Added +126 |
| Tortoise Investment Management, LLC 0.02% of their portfolio | 2.5k $135.4k | Unchanged |
| MARYLAND CAPITAL ADVISORS INC. 0.08% of their portfolio | 1.9k $99.6k | Added +3 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 1.6k $86.7k | Added +5 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 1.5k $80.4k | Unchanged |
| Bogart Wealth, LLC 0.00% of their portfolio | 1.0k $55.2k | Added +7 |
| American State Bank (Iowa) 0.03% of their portfolio | 929 $49.8k | Unchanged |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 684 $36.6k | Reduced -8.8k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 682 $36.5k | Unchanged |
| Princeton Global Asset Management LLC 0.01% of their portfolio | 660 $35.4k | Unchanged |
| Eagle Bay Advisors LLC 0.02% of their portfolio | 644 $34.5k | Unchanged |
| Asset Dedication, LLC 0.00% of their portfolio | 598 $32.0k | Unchanged |
| Disciplined Investments, LLC 0.02% of their portfolio | 565 $30.3k | Reduced -46 |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 500 $26.8k | Unchanged |
| Lee Financial Co 0.00% of their portfolio | 486 $26.0k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 477 $25.6k | Unchanged |