Vault-13

ISHARES INC EEMS

EM MKT SM-CP ETF · ETP · CUSIP 464286475

104 institutional holders -19 vs Q4 2024
3,492,8633.5m shares reported held*
$194.3mreported value*
3 new 30 added 38 reduced 19 sold out net sold ≈ $4.8m (-87.0k 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 ≈ $55.63.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 95Q4 22: 109Q1 23: 111Q2 23: 116Q3 23: 107Q4 23: 120Q1 24: 123Q2 24: 118Q3 24: 123Q4 24: 123Q1 25: 104104Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202295
Q4 2022109
Q1 2023111
Q2 2023116
Q3 2023107
Q4 2023120
Q1 2024123
Q2 2024118
Q3 2024123
Q4 2024123
Q1 2025104

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 49 bought or addedQ2 23: 40 cut or sold outQ3 23: 35 bought or addedQ3 23: 44 cut or sold outQ3 23Q4 23: 50 bought or addedQ4 23: 31 cut or sold outQ1 24: 45 bought or addedQ1 24: 49 cut or sold outQ1 24Q2 24: 44 bought or addedQ2 24: 47 cut or sold outQ3 24: 49 bought or addedQ3 24: 43 cut or sold outQ3 24Q4 24: 47 bought or addedQ4 24: 47 cut or sold outQ1 25: 33 bought or addedQ1 25: 57 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20234940
Q3 20233544
Q4 20235031
Q1 20244549
Q2 20244447
Q3 20244943
Q4 20244747
Q1 20253357

Biggest buyers

OLD MISSION CAPITAL LLC Added +189,298+189.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +21,894+21.9k
Cetera Investment Advisers Added +20,392+20.4k
Checchi Capital Advisers, LLC Added +12,490+12.5k
RAYMOND JAMES FINANCIAL INC Added +11,084+11.1k
MML INVESTORS SERVICES, LLC Added +10,639+10.6k
Pathway Financial Advisors LLC Added +10,164+10.2k
OSAIC HOLDINGS, INC. Added +8,924+8.9k
Texas Yale Capital Corp. Added +7,822+7.8k
ENVESTNET ASSET MANAGEMENT INC Added +7,094+7.1k

Biggest sellers

MORGAN STANLEY Reduced -119,610-119.6k
CITADEL ADVISORS LLC Sold out -41,191-41.2k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -26,830-26.8k
EVERGREEN CAPITAL MANAGEMENT LLC Reduced -25,660-25.7k
Johnson Financial Group, LLC Reduced -25,033-25.0k
Valued Retirements, Inc. Reduced -21,957-22.0k
FLOW TRADERS U.S. LLC Reduced -21,083-21.1k
VICTORY CAPITAL MANAGEMENT INC Reduced -20,589-20.6k
AMERIPRISE FINANCIAL INC Reduced -9,787-9.8k
BANK OF AMERICA CORP /DE/ Reduced -9,026-9.0k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OLD MISSION CAPITAL LLC 0.36% of their portfolio CHICAGO, IL 336,931336.9k $18.7m $18.7m 0.36% Added +189.3k +189,298
2 Employees' Retirement Fund of the City of Fort Worth 7.91% of their portfolio FORT WORTH, TX 288,694288.7k $16.1m $16.1m 7.91% Unchanged
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 218,954219.0k $12.2m $12.2m 0.00% Reduced -9.0k -9,026
4 Checchi Capital Advisers, LLC 0.71% of their portfolio BEVERLY HILLS, CA 180,555180.6k $10.0m $10.0m 0.71% Added +12.5k +12,490
5 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 172,513172.5k $9.6m $9.6m 0.02% Unchanged
6 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 171,885171.9k $9.6m $9.6m 0.03% Added +10.6k +10,639
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 166,926166.9k $9.3m $9.3m 0.00% Reduced -119.6k -119,610
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 154,920154.9k $8.6m $8.6m 0.01% Added +617 +617
9 Corrigan Financial, Inc. 1.45% of their portfolio MIDDLETOWN, RI 126,730126.7k $7.0m $7.0m 1.45% Reduced -235 -235
10 EVERGREEN CAPITAL MANAGEMENT LLC 0.23% of their portfolio Bellevue, WA 123,210123.2k $6.9m $6.9m 0.23% Reduced -25.7k -25,660
11 HARBOR ADVISORY CORP /MA/ 2.22% of their portfolio PORTSMOUTH, NH 119,069119.1k $6.6m $6.6m 2.22% Added +6.2k +6,169
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 106,472106.5k $5.9m $5.9m 0.00% Added +1.2k +1,246
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 101,723101.7k $5.7m $5.7m 0.00% Added +6.1k +6,065
14 Omega Financial Group, LLC 1.53% of their portfolio Santa Barbara, CA 71,81571.8k $4.0m $4.0m 1.53% Added +2.7k +2,722
15 Johnson Financial Group, LLC 0.37% of their portfolio Denver, CO 63,09663.1k $3.5m $3.5m 0.37% Reduced -25.0k -25,033
16 Valmark Advisers, Inc. 0.05% of their portfolio AKRON, OH 60,86860.9k $3.4m $3.4m 0.05% Added +476 +476
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 60,00660.0k $3.3m $3.3m 0.00% Added +11.1k +11,084
18 Texas Yale Capital Corp. 0.13% of their portfolio ST. PETERSBURG, FL 58,63658.6k $3.3m $3.3m 0.13% Added +7.8k +7,822
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 52,86252.9k $2.9m $2.9m 0.00% Added +7.1k +7,094
20 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 51,87651.9k $2.9m $2.9m 0.00% Reduced -5.3k -5,348
21 Sowell Financial Services LLC 0.11% of their portfolio NORTH LITTLE ROCK, AR 45,07845.1k $2.5m $2.5m 0.11% Added +1.9k +1,890
22 JFG Wealth Management, LLC 0.55% of their portfolio Denver, CO 43,40943.4k $2.4m $2.4m 0.55% Reduced -4.6k -4,588
23 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 42,67542.7k $2.4m $2.4m 0.00% Added +20.4k +20,392
24 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 36,83636.8k $2.0m $2.0m 0.00% Reduced -6.0k -6,018
25 Cypress Point Wealth Management, LLC 0.61% of their portfolio DALLAS, TX 34,46334.5k $1.9m $1.9m 0.61% Reduced -4.9k -4,923
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 33,10533.1k $1.8m $1.8m 0.00% Added +21.9k +21,894
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 30,19130.2k $1.7m $1.7m 0.00% Reduced -2.2k -2,204
28 Pathway Financial Advisors LLC 0.30% of their portfolio SOUTH BURLINGTON, VT 29,90929.9k $1.7m $1.7m 0.30% Added +10.2k +10,164
29 SAX WEALTH ADVISORS, LLC 0.10% of their portfolio PARSIPPANY, NJ 26,06826.1k $1.4m $1.4m 0.10% Reduced -714 -714
30 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 25,18225.2k $1.4m $1.4m 0.02% Reduced -6.9k -6,894
31 Pure Financial Advisors, LLC 0.03% of their portfolio SAN DIEGO, CA 24,52724.5k $1.4m $1.4m 0.03% Reduced -1.5k -1,493
32 Williams & Novak, LLC 1.16% of their portfolio WESTLAKE VILLAGE, CA 21,01521.0k $1.2m $1.2m 1.16% Reduced -1.9k -1,882
33 Clear Harbor Asset Management, LLC 0.08% of their portfolio Stamford, CT 19,19419.2k $1.1m $1.1m 0.08% Added +1.5k +1,520
34 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% of their portfolio Seattle, WA 18,38518.4k $1.0m $1.0m 0.03% Reduced -775 -775
35 REBALANCE, LLC 0.08% of their portfolio PALO ALTO, CA 18,35718.4k $1.0m $1.0m 0.08% Unchanged
36 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 17,28517.3k $961.0k $961.0k 0.00% Added +1.2k +1,209
37 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 16,37016.4k $910.0k $910.0k 0.04% Reduced -21.1k -21,083
38 Falcon Wealth Planning 0.09% of their portfolio Ontario, CA 15,11215.1k $840.4k $840.4k 0.09% Reduced -955 -955
39 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,95114.0k $776.3k $776.3k 0.00% Added +8.9k +8,924
40 BlackRock, Inc. 0.00% of their portfolio New York, NY 13,74213.7k $764.2k $764.2k 0.00% Added +457 +457
41 Guardian Partners Inc. 0.07% of their portfolio TORONTO, Z4 12,67412.7k $717.7k $717.7k 0.07% Added +5.6k +5,624
42 NorthLanding Financial Partners, LLC 0.68% of their portfolio ROCHESTER, NY 12,49412.5k $694.8k $694.8k 0.68% Reduced -151 -151
43 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 12,16712.2k $676.6k $676.6k 0.00% Added +3.4k +3,421
44 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 11,03911.0k $613.9k $613.9k 0.02% Unchanged
45 Virtue Capital Management, LLC 0.07% of their portfolio BRENTWOOD, TN 10,57210.6k $588.1k $588.1k 0.07% Added +60 +60
46 Mill Creek Capital Advisors, LLC 0.01% of their portfolio Conshohocken, PA 10,52110.5k $585.1k $585.1k 0.01% Reduced -3.9k -3,850
47 Trust Co of the South 0.12% of their portfolio GREENSBORO, NC 10,39510.4k $578.1k $578.1k 0.12% Unchanged
48 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 10,20710.2k $567.6k $567.6k 0.00% Reduced -20.6k -20,589
49 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 9,8479.8k $547.6k $547.6k 0.01% Reduced -1.3k -1,301
50 Valued Retirements, Inc. 0.71% of their portfolio HOUSTON, TX 9,6699.7k $537.7k $537.7k 0.71% Reduced -22.0k -21,957
51 Swisher Financial Concepts, Inc. 0.44% of their portfolio WESTERVILLE, OH 9,6389.6k $536.0k $536.0k 0.44% Reduced -8.9k -8,869
52 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 9,4249.4k $527.5k $527.5k 0.00% Reduced -2.2k -2,223
53 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 9,3659.4k $520.8k $520.8k 0.01% Unchanged
54 SIMON QUICK ADVISORS, LLC 0.03% of their portfolio MORRISTOWN, NJ 8,9238.9k $496.2k $496.2k 0.03% Unchanged
55 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,8228.8k $491.0k $491.0k 0.00% Added +757 +757
56 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 8,7188.7k $484.8k $484.8k 0.00% Reduced -9.8k -9,787
57 NOTTINGHAM ADVISORS, INC. 0.07% of their portfolio AMHERST, NY 8,2978.3k $461.4k $461.4k 0.07% Unchanged
58 FULLCIRCLE WEALTH LLC 0.18% of their portfolio MCKINNEY, TX 7,7107.7k $439.4k $439.4k 0.18% Added +109 +109
59 BIP Wealth, LLC 0.03% of their portfolio ATLANTA, GA 7,6867.7k $427.4k $427.4k 0.03% Reduced -151 -151
60 MB Generational Wealth, LLC 0.32% of their portfolio SPOKANE, WA 7,6457.6k $425.1k $425.1k 0.32% Unchanged
61 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,6087.6k $423.1k $423.1k 0.00% Unchanged
62 Index Fund Advisors, Inc. 0.02% of their portfolio IRVINE, CA 7,1787.2k $399.1k $399.1k 0.02% Added +480 +480
63 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.17% of their portfolio HILLSDALE, NY 7,0427.0k $414.4k $414.4k 0.17% Unchanged
64 THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 0.28% of their portfolio CINCINNATI, OH 6,9517.0k $386.5k $386.5k 0.28% Reduced -484 -484
65 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 5,5865.6k $310.6k $310.6k 0.01% Unchanged
66 Samalin Investment Counsel, LLC 0.12% of their portfolio CHAPPAQUA, NY 5,3255.3k $296.2k $296.2k 0.12% Added +1.0k +1,039
67 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,0835.1k $282.0k $282.0k 0.00% Unchanged
68 GOULD ASSET MANAGEMENT LLC /CA/ 0.06% of their portfolio CLAREMONT, CA 4,8904.9k $271.9k $271.9k 0.06% Unchanged
69 Parcion Private Wealth LLC 0.02% of their portfolio BELLEVUE, WA 3,8173.8k $212.3k $212.3k 0.02% Reduced -1.2k -1,200
70 Montis Financial, LLC 0.06% of their portfolio WALTHAM, MA 3,6293.6k $201.8k $201.8k 0.06% Reduced -224 -224
71 AlphaCore Capital LLC 0.02% of their portfolio LA JOLLA, CA 3,2573.3k $181.1k $181.1k 0.02% New
72 Glass Jacobson Investment Advisors llc 0.06% of their portfolio OWINGS MILLS, MD 3,0743.1k $178.7k $178.7k 0.06% Unchanged
73 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,8842.9k $160.4k $160.4k 0.01% Reduced -579 -579
74 Tortoise Investment Management, LLC 0.01% of their portfolio WHITE PLAINS, NY 2,5272.5k $140.5k $140.5k 0.01% Unchanged
75 Brooklyn Investment Group 0.02% of their portfolio NEW YORK, NY 1,6951.7k $94.3k $94.3k 0.02% Unchanged
76 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,6501.6k $91.8k $91.8k 0.00% Added +150 +150
77 MARYLAND CAPITAL ADVISORS INC. 0.04% of their portfolio CHESTER, MD 1,4681.5k $81.6k $81.6k 0.04% Reduced -112 -112
78 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,3471.3k $74.9k $74.9k 0.00% Reduced -113 -113
79 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1,2111.2k $67.3k $67.3k 0.00% Added +227 +227
80 FMR LLC 0.00% of their portfolio BOSTON, MA 1,1521.2k $64.1k $64.1k 0.00% Reduced -113 -113
81 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,0511.1k $58.5k $58.5k 0.00% Unchanged
82 COMERICA BANK 0.00% of their portfolio DALLAS, TX 964964 $53.6k $53.6k 0.00% Unchanged
83 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 739739 $41.1k $41.1k 0.00% New
84 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 500500 $27.8k $27.8k 0.00% Unchanged
85 Parkworth Wealth Management, Inc. 0.02% of their portfolio LOS GATOS, CA 451451 $25.1k $25.1k 0.02% Unchanged
86 Heck Capital Advisors, LLC 0.00% of their portfolio Rhinelander, WI 450450 $25.0k $25.0k 0.00% Reduced -102 -102
87 Noble Wealth Management PBC 0.02% of their portfolio GREENWOOD VILLAGE, CO 400400 $22.2k $22.2k 0.02% Added +300 +300
88 Princeton Global Asset Management LLC 0.00% of their portfolio PRINCETON, NJ 314314 $17.5k $17.5k 0.00% Reduced -36 -36
89 MB, LEVIS & ASSOCIATES, LLC 0.01% of their portfolio CENTER VALLEY, PA 293293 $16.3k $16.3k 0.01% Unchanged
90 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 254254 $14.6k $14.6k 0.00% Reduced -46 -46
91 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 251251 $14.0k $14.0k 0.00% Reduced -772 -772
92 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 244244 $13.6k $13.6k 0.00% Unchanged
93 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 197197 $11.0k $11.0k 0.00% Unchanged
94 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 180180 $10.0k $10.0k 0.00% Unchanged
95 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 178178 $9.9k $9.9k 0.00% Unchanged
96 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 165165 $9.2k $9.2k 0.00% Unchanged
97 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 9898 $5.7k $5.7k 0.00% Unchanged
98 BASSO CAPITAL MANAGEMENT, L.P. 0.00% of their portfolio STAMFORD, CT 7676 $4.2k $4.2k 0.00% Unchanged
99 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7070 $3.9k $3.9k 0.00% Unchanged
100 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 5757 $3.2k $3.2k 0.00% Unchanged