Vault-13

ISHARES INC EEMS

EM MKT SM-CP ETF · ETP · CUSIP 464286475

102 institutional holders -2 vs Q1 2025
4,791,3774.8m shares reported held*
$308.0mreported value*
6 new 37 added 29 reduced 7 sold out net bought ≈ $92.7m (+1.4m 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 ≈ $64.29.

Trends to Q2 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: 104Q2 25: 102102Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025102

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 35 bought or addedQ3 23: 44 cut or sold outQ4 23: 50 bought or addedQ4 23: 31 cut or sold outQ4 23Q1 24: 45 bought or addedQ1 24: 49 cut or sold outQ2 24: 44 bought or addedQ2 24: 47 cut or sold outQ2 24Q3 24: 49 bought or addedQ3 24: 43 cut or sold outQ4 24: 47 bought or addedQ4 24: 47 cut or sold outQ4 24Q1 25: 33 bought or addedQ1 25: 57 cut or sold outQ2 25: 43 bought or addedQ2 25: 36 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233544
Q4 20235031
Q1 20244549
Q2 20244447
Q3 20244943
Q4 20244747
Q1 20253357
Q2 20254336

Biggest buyers

Connor, Clark & Lunn Investment Management Ltd. New +769,563+769.6k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New +769,563+769.6k
Savant Capital, LLC New +125,314+125.3k
Checchi Capital Advisers, LLC Added +94,376+94.4k
VICTORY CAPITAL MANAGEMENT INC Added +35,245+35.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +18,670+18.7k
Pathway Financial Advisors LLC Added +11,322+11.3k
SAX WEALTH ADVISORS, LLC Added +11,126+11.1k
MML INVESTORS SERVICES, LLC Added +9,846+9.8k
MORGAN STANLEY Added +6,549+6.5k

Biggest sellers

OLD MISSION CAPITAL LLC Sold out -336,931-336.9k
JANE STREET GROUP, LLC Sold out -36,836-36.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -21,182-21.2k
Cetera Investment Advisers Reduced -13,432-13.4k
BANK OF AMERICA CORP /DE/ Reduced -8,615-8.6k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -5,515-5.5k
FLOW TRADERS U.S. LLC Reduced -4,161-4.2k
JONES FINANCIAL COMPANIES LLLP Reduced -3,972-4.0k
Creative Planning Reduced -3,850-3.9k
Swisher Financial Concepts, Inc. Reduced -3,808-3.8k

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.

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 769,563769.6k $49.9m $49.9m 0.01% New
2 Connor, Clark & Lunn Investment Management Ltd. 0.18% of their portfolio VANCOUVER, A1 769,563769.6k $49.9m $49.9m 0.18% New
3 Employees' Retirement Fund of the City of Fort Worth 7.33% of their portfolio FORT WORTH, TX 288,694288.7k $16.1m $16.1m 7.33% Unchanged
4 Checchi Capital Advisers, LLC 1.24% of their portfolio BEVERLY HILLS, CA 274,931274.9k $17.8m $17.8m 1.24% Added +94.4k +94,376
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 210,339210.3k $13.6m $13.6m 0.00% Reduced -8.6k -8,615
6 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 181,731181.7k $11.8m $11.8m 0.03% Added +9.8k +9,846
7 STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio MADISON, WI 173,813173.8k $11.3m $11.3m 0.03% Added +1.3k +1,300
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 173,590173.6k $11.3m $11.3m 0.01% Added +18.7k +18,670
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 173,475173.5k $11.2m $11.2m 0.00% Added +6.5k +6,549
10 Savant Capital, LLC 0.06% of their portfolio ROCKFORD, IL 125,314125.3k $8.1m $8.1m 0.06% New
11 EVERGREEN CAPITAL MANAGEMENT LLC 0.24% of their portfolio Bellevue, WA 123,210123.2k $8.0m $8.0m 0.24% Unchanged
12 HARBOR ADVISORY CORP /MA/ 2.50% of their portfolio PORTSMOUTH, NH 120,843120.8k $7.8m $7.8m 2.50% Added +1.8k +1,774
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 106,443106.4k $6.9m $6.9m 0.00% Reduced -29 -29
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 106,139106.1k $6.9m $6.9m 0.00% Added +4.4k +4,416
15 Omega Financial Group, LLC 1.71% of their portfolio Santa Barbara, CA 73,03773.0k $4.7m $4.7m 1.71% Added +1.2k +1,222
16 Johnson Financial Group, LLC 0.39% of their portfolio Denver, CO 62,68062.7k $4.1m $4.1m 0.39% Reduced -416 -416
17 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 61,12261.1k $4.0m $4.0m 0.06% Added +254 +254
18 Texas Yale Capital Corp. 0.13% of their portfolio ST. PETERSBURG, FL 59,96660.0k $3.9m $3.9m 0.13% Added +1.3k +1,330
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 58,62558.6k $3.8m $3.8m 0.00% Reduced -1.4k -1,381
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 51,41351.4k $3.3m $3.3m 0.00% Reduced -1.4k -1,449
21 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 48,02648.0k $3.1m $3.1m 0.00% Reduced -3.9k -3,850
22 Sowell Financial Services LLC 0.12% of their portfolio NORTH LITTLE ROCK, AR 46,25546.3k $3.0m $3.0m 0.12% Added +1.2k +1,177
23 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 45,45245.5k $2.9m $2.9m 0.00% Added +35.2k +35,245
24 Pathway Financial Advisors LLC 0.39% of their portfolio SOUTH BURLINGTON, VT 41,23141.2k $2.7m $2.7m 0.39% Added +11.3k +11,322
25 JFG Wealth Management, LLC 0.56% of their portfolio Denver, CO 40,94440.9k $2.7m $2.7m 0.56% Reduced -2.5k -2,465
26 SAX WEALTH ADVISORS, LLC 0.15% of their portfolio PARSIPPANY, NJ 37,19437.2k $2.4m $2.4m 0.15% Added +11.1k +11,126
27 Cypress Point Wealth Management, LLC 0.54% of their portfolio DALLAS, TX 34,47934.5k $2.2m $2.2m 0.54% Added +16 +16
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 29,24329.2k $1.9m $1.9m 0.00% Reduced -13.4k -13,432
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 28,97329.0k $1.9m $1.9m 0.00% Reduced -1.2k -1,218
30 Pure Financial Advisors, LLC 0.03% of their portfolio SAN DIEGO, CA 25,23725.2k $1.6m $1.6m 0.03% Added +710 +710
31 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 24,75124.8k $1.6m $1.6m 0.02% Reduced -431 -431
32 Clear Harbor Asset Management, LLC 0.10% of their portfolio Stamford, CT 20,13020.1k $1.3m $1.3m 0.10% Added +936 +936
33 Williams & Novak, LLC 1.11% of their portfolio WESTLAKE VILLAGE, CA 20,05720.1k $1.3m $1.3m 1.11% Reduced -958 -958
34 REBALANCE, LLC 0.08% of their portfolio PALO ALTO, CA 18,48218.5k $1.2m $1.2m 0.08% Added +125 +125
35 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% of their portfolio Seattle, WA 17,88417.9k $1.2m $1.2m 0.03% Reduced -501 -501
36 BlackRock, Inc. 0.00% of their portfolio New York, NY 15,63615.6k $1.0m $1.0m 0.00% Added +1.9k +1,894
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 14,11414.1k $916.0k $916.0k 0.00% Added +163 +163
38 NorthLanding Financial Partners, LLC 0.77% of their portfolio ROCHESTER, NY 13,33813.3k $865.0k $865.0k 0.77% Added +844 +844
39 Guardian Partners Inc. 0.07% of their portfolio TORONTO, Z4 12,67412.7k $820.5k $820.5k 0.07% Unchanged
40 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 12,20912.2k $792.0k $792.0k 0.03% Reduced -4.2k -4,161
41 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 12,16712.2k $789.0k $789.0k 0.00% Unchanged
42 Falcon Wealth Planning 0.08% of their portfolio Ontario, CA 12,12012.1k $786.0k $786.0k 0.08% Reduced -3.0k -2,992
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,92311.9k $773.2k $773.2k 0.00% Reduced -21.2k -21,182
44 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 11,77011.8k $763.0k $763.0k 0.00% Reduced -5.5k -5,515
45 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 11,07811.1k $718.4k $718.4k 0.02% Added +39 +39
46 Mill Creek Capital Advisors, LLC 0.02% of their portfolio Conshohocken, PA 10,52110.5k $682.3k $682.3k 0.02% Unchanged
47 Trust Co of the South 0.12% of their portfolio GREENSBORO, NC 10,39510.4k $674.1k $674.1k 0.12% Unchanged
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,16610.2k $658.0k $658.0k 0.00% Added +5.1k +5,083
49 Valued Retirements, Inc. 0.70% of their portfolio HOUSTON, TX 9,5899.6k $621.9k $621.9k 0.70% Reduced -80 -80
50 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 9,3659.4k $599.8k $599.8k 0.01% Unchanged
51 SIMON QUICK ADVISORS, LLC 0.03% of their portfolio MORRISTOWN, NJ 8,9358.9k $579.5k $579.5k 0.03% Added +12 +12
52 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 8,9308.9k $579.1k $579.1k 0.00% Added +212 +212
53 FULLCIRCLE WEALTH LLC 0.21% of their portfolio MCKINNEY, TX 8,9138.9k $573.0k $573.0k 0.21% Added +1.2k +1,203
54 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,7768.8k $569.0k $569.0k 0.00% Reduced -46 -46
55 NOTTINGHAM ADVISORS, INC. 0.08% of their portfolio AMHERST, NY 8,2978.3k $538.1k $538.1k 0.08% Unchanged
56 Virtue Capital Management, LLC 0.10% of their portfolio BRENTWOOD, TN 8,2688.3k $536.2k $536.2k 0.10% Reduced -2.3k -2,304
57 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 8,2408.2k $534.4k $534.4k 0.01% Reduced -1.6k -1,607
58 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,6087.6k $493.4k $493.4k 0.00% Unchanged
59 Index Fund Advisors, Inc. 0.03% of their portfolio IRVINE, CA 7,1917.2k $466.3k $466.3k 0.03% Added +13 +13
60 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.17% of their portfolio HILLSDALE, NY 7,0427.0k $456.7k $456.7k 0.17% Unchanged
61 THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 0.29% of their portfolio CINCINNATI, OH 6,6796.7k $433.1k $433.1k 0.29% Reduced -272 -272
62 Glass Jacobson Investment Advisors llc 0.16% of their portfolio OWINGS MILLS, MD 6,5526.6k $424.9k $424.9k 0.16% Added +3.5k +3,478
63 Samalin Investment Counsel, LLC 0.15% of their portfolio CHAPPAQUA, NY 5,8855.9k $381.7k $381.7k 0.15% Added +560 +560
64 Swisher Financial Concepts, Inc. 0.24% of their portfolio WESTERVILLE, OH 5,8305.8k $378.1k $378.1k 0.24% Reduced -3.8k -3,808
65 Cascade Financial Partners, LLC 0.05% of their portfolio SAN DIEGO, CA 5,8085.8k $376.6k $376.6k 0.05% New
66 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 5,6245.6k $364.7k $364.7k 0.01% Added +38 +38
67 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 5,4525.5k $350.8k $350.8k 0.00% Reduced -4.0k -3,972
68 BIP Wealth, LLC 0.02% of their portfolio ATLANTA, GA 4,9454.9k $320.7k $320.7k 0.02% Reduced -2.7k -2,741
69 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,8664.9k $315.6k $315.6k 0.00% Added +3.5k +3,519
70 GOULD ASSET MANAGEMENT LLC /CA/ 0.06% of their portfolio CLAREMONT, CA 4,8554.9k $314.8k $314.8k 0.06% Reduced -35 -35
71 Parcion Private Wealth LLC 0.02% of their portfolio BELLEVUE, WA 3,5983.6k $233.3k $233.3k 0.02% Reduced -219 -219
72 Kohmann Bosshard Financial Services, LLC 0.03% of their portfolio FAIRLAWN, OH 3,5043.5k $227.2k $227.2k 0.03% New
73 AlphaCore Capital LLC 0.01% of their portfolio LA JOLLA, CA 3,2573.3k $211.2k $211.2k 0.01% Unchanged
74 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,9042.9k $188.3k $188.3k 0.01% Added +20 +20
75 Tortoise Investment Management, LLC 0.02% of their portfolio WHITE PLAINS, NY 2,5272.5k $163.9k $163.9k 0.02% Unchanged
76 MASECO LLP 0.01% of their portfolio LONDON, X0 2,0422.0k $132.3k $132.3k 0.01% First filing
77 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,0302.0k $131.6k $131.6k 0.00% First filing
78 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,0002.0k $129.7k $129.7k 0.00% Added +350 +350
79 Brooklyn Investment Group 0.01% of their portfolio NEW YORK, NY 1,6951.7k $109.9k $109.9k 0.01% Unchanged
80 FMR LLC 0.00% of their portfolio BOSTON, MA 1,5631.6k $101.3k $101.3k 0.00% Added +411 +411
81 MARYLAND CAPITAL ADVISORS INC. 0.04% of their portfolio CHESTER, MD 1,4451.4k $93.7k $93.7k 0.04% Reduced -23 -23
82 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1,2291.2k $79.7k $79.7k 0.00% Added +18 +18
83 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 1,0511.1k $68.2k $68.2k 0.00% Unchanged
84 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 739739 $47.9k $47.9k 0.00% Unchanged
85 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 500500 $32.4k $32.4k 0.00% Unchanged
86 Parkworth Wealth Management, Inc. 0.02% of their portfolio LOS GATOS, CA 454454 $29.4k $29.4k 0.02% Added +3 +3
87 Princeton Global Asset Management LLC 0.00% of their portfolio PRINCETON, NJ 314314 $20.4k $20.4k 0.00% Unchanged
88 MB, LEVIS & ASSOCIATES, LLC 0.01% of their portfolio CENTER VALLEY, PA 295295 $19.1k $19.1k 0.01% Added +2 +2
89 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 254254 $16.5k $16.5k 0.00% Unchanged
90 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 244244 $15.8k $15.8k 0.00% Unchanged
91 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 197197 $12.8k $12.8k 0.00% Unchanged
92 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 180180 $11.7k $11.7k 0.00% Unchanged
93 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 178178 $11.5k $11.5k 0.00% Unchanged
94 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 165165 $10.7k $10.7k 0.00% Unchanged
95 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 110110 $7.1k $7.1k 0.00% New
96 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 8484 $5.4k $5.4k 0.00% Reduced -14 -14
97 BASSO CAPITAL MANAGEMENT, L.P. 0.00% of their portfolio STAMFORD, CT 7676 $4.9k $4.9k 0.00% Unchanged
98 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 5757 $3.7k $3.7k 0.00% Unchanged
99 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5050 $3.2k $3.2k 0.00% Unchanged
100 Richardson Capital Management LLC 0.00% of their portfolio MENOMONEE FALLS, WI 4242 $2.7k $2.7k 0.00% Unchanged