Vault-13

ISHARES INC LEMB

JP MORGAN EM ETF · ETP · CUSIP 464286517

95 institutional holders +9 vs Q4 2022
9,960,33510.0m shares reported held*
$360.6mreported value*
17 new 35 added 27 reduced 10 sold out net bought ≈ $58.6m (+1.6m 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 ≈ $36.20.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 78Q4 22: 86Q1 23: 9595Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202278
Q4 202286
Q1 202395

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 42 bought or addedQ4 22: 36 cut or sold outQ4 22Q1 23: 52 bought or addedQ1 23: 37 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224236
Q1 20235237

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ3 22 calls: $0Q3 22 puts: $323.0kQ3 22P/C —Q4 22 calls: $0Q4 22 puts: $0Q4 22P/C —Q1 23 calls: $0Q1 23 puts: $0Q1 23P/C —
Numbers
QuarterCallsPutsP/C
Q3 2022$0$323.0k—
Q4 2022$0$0—
Q1 2023$0$0—

Biggest buyers

JANE STREET GROUP, LLC Added +222,489+222.5k
ENVESTNET ASSET MANAGEMENT INC Added +218,967+219.0k
SCHRODER INVESTMENT MANAGEMENT GROUP Added +204,599+204.6k
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. Added +203,214+203.2k
FLOW TRADERS U.S. LLC New +190,178+190.2k
FIL Ltd Added +155,066+155.1k
Bank of New York Mellon Corp Added +144,162+144.2k
BANK OF AMERICA CORP /DE/ Added +143,685+143.7k
MORGAN STANLEY Added +118,206+118.2k
Erste Asset Management GmbH New +101,049+101.0k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -424,271-424.3k
WELLS FARGO & COMPANY/MN Reduced -88,257-88.3k
Ameliora Wealth Management Ltd. Reduced -78,512-78.5k
RWA WEALTH PARTNERS, LLC Sold out -66,782-66.8k
RENAISSANCE TECHNOLOGIES LLC Sold out -33,502-33.5k
ENZI WEALTH Reduced -30,873-30.9k
Bulltick Wealth Management, LLC Sold out -8,486-8.5k
CANADA LIFE ASSURANCE Co Reduced -7,635-7.6k
HARBOR ADVISORY CORP /MA/ Reduced -4,395-4.4k
Glassy Mountain Advisors, Inc. Sold out -4,270-4.3k

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 +2.4 pts · filed 2026-10-27 12.5% +2.4 pts 2.2m≈ $92.1m 2026-10-27
BlackRock, Inc. 13G · institution new · filed 2026-10-27 6.2% new 1.1m≈ $45.6m 2026-10-27

Fell to 5% or below in the last year: Bank of New York Mellon Corp (4.2%, 2026-01-29)

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,517,8921.5m $54.7m $54.7m 0.01% Added +144.2k +144,162
2 SCHRODER INVESTMENT MANAGEMENT GROUP 0.07% of their portfolio London, X0 1,231,9461.2m $44.4m $44.4m 0.07% Added +204.6k +204,599
3 FIL Ltd 0.03% of their portfolio HAMILTON, D0 736,039736.0k $26.5m $26.5m 0.03% Added +155.1k +155,066
4 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 709,144709.1k $25.6m $25.6m 0.04% Added +222.5k +222,489
5 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.26% of their portfolio Madrid, U3 579,903579.9k $20.9m $20.9m 0.26% Added +203.2k +203,214
6 Checchi Capital Advisers, LLC 1.75% of their portfolio BEVERLY HILLS, CA 502,572502.6k $18.1m $18.1m 1.75% Added +2.2k +2,235
7 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 446,388446.4k $16.1m $16.1m 0.03% Added +1.2k +1,186
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 409,410409.4k $14.8m $14.8m 0.00% Added +143.7k +143,685
9 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 361,315361.3k $13.0m $13.0m 0.01% Added +219.0k +218,967
10 BlackRock Inc. 0.00% of their portfolio New York, NY 252,667252.7k $9.1m $9.1m 0.00% Added +11.3k +11,305
11 STERLING INVESTMENT ADVISORS LLC /ADV 5.24% of their portfolio BOLIVAR, MO 224,576224.6k $8.1m $8.1m 5.24% Added +8.3k +8,311
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 213,039213.0k $7.7m $7.7m 0.00% Added +14.3k +14,317
13 FLOW TRADERS U.S. LLC 0.28% of their portfolio NEW YORK, NY 190,178190.2k $6.9m $6.9m 0.28% New
14 Financial Strategies Group, Inc. 2.49% of their portfolio OKEMOS, MI 179,301179.3k $6.5m $6.5m 2.49% Added +3.5k +3,524
15 Capital Analysts, LLC 0.36% of their portfolio FORT WASHINGTON, PA 176,461176.5k $6.4m $6.4m 0.36% Added +67.7k +67,745
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 160,673160.7k $5.8m $5.8m 0.00% Reduced -88.3k -88,257
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 159,434159.4k $5.7m $5.7m 0.00% Added +118.2k +118,206
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 145,413145.4k $5.2m $5.2m 0.00% Reduced -165 -165
19 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 131,179131.2k $4.7m $4.7m 0.01% Reduced -7.6k -7,635
20 Erste Asset Management GmbH 0.07% of their portfolio VIENNA, C4 101,049101.0k $3.6m $3.6m 0.07% New
21 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 99,78099.8k $3.7m $3.7m 0.00% Added +92.2k +92,202
22 LEO BROKERAGE, LLC 0.49% of their portfolio HURST, TX 90,25190.3k $3.3m $3.3m 0.49% First filing
23 Blue Edge Capital, LLC 0.68% of their portfolio RICHMOND, VA 87,12187.1k $3.1m $3.1m 0.68% Added +47.7k +47,653
24 Private Wealth Advisors, LLC 1.31% of their portfolio Fresno, CA 85,39585.4k $3.1m $3.1m 1.31% New
25 FOSTER & MOTLEY INC 0.22% of their portfolio CINCINNATI, OH 75,46975.5k $2.7m $2.7m 0.22% Added +484 +484
26 Tanager Wealth Management LLP 0.51% of their portfolio Goring On Thames, X0 59,99660.0k $2.2m $2.2m 0.51% Reduced -3.2k -3,190
27 Rehmann Capital Advisory Group 0.19% of their portfolio LANSING, MI 57,31757.3k $2.1m $2.1m 0.19% Added +5.2k +5,214
28 IFP Advisors, Inc 0.11% of their portfolio TAMPA, FL 57,07857.1k $2.6m $2.6m 0.11% Added +57.0k +56,976
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 52,63052.6k $1.9m $1.9m 0.00% Reduced -1.6k -1,623
30 AlphaQ Advisors LLC 1.46% of their portfolio Winter Park, FL 47,68047.7k $1.7m $1.7m 1.46% Added +20.3k +20,342
31 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 42,57542.6k $1.5m $1.5m 0.01% New
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 40,99141.0k $1.5m $1.5m 0.00% Added +40.9k +40,864
33 Bank Julius Baer & Co. Ltd, Zurich 0.01% of their portfolio ZURICH, V8 39,35139.4k $1.4m $1.4m 0.01% Added +3.4k +3,439
34 Nilsine Partners, LLC 0.22% of their portfolio GREENWOOD VILLAGE, CO 38,33938.3k $1.4m $1.4m 0.22% First filing
35 VIEWPOINT INVESTMENT PARTNERS CORP 1.02% of their portfolio CALGARY, A0 35,40035.4k $1.3m $1.3m 1.02% Reduced -500 -500
36 WBH ADVISORY INC 0.15% of their portfolio BALTIMORE, MD 34,31734.3k $1.2m $1.2m 0.15% First filing
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 32,72432.7k $1.2m $1.2m 0.01% Reduced -424.3k -424,271
38 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 27,88027.9k $1.0m $1.0m 0.00% Added +781 +781
39 LeJeune Puetz Investment Counsel LLC 0.33% of their portfolio TRAVERSE CITY, MI 25,90025.9k $933.7k $933.7k 0.33% Unchanged
40 HARBOR ADVISORY CORP /MA/ 0.35% of their portfolio PORTSMOUTH, NH 25,67525.7k $925.6k $925.6k 0.35% Reduced -4.4k -4,395
41 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 25,35025.4k $913.9k $913.9k 0.00% Unchanged
42 Rosenberg Matthew Hamilton 0.29% of their portfolio GRAND JUNCTION, CO 24,90124.9k $897.7k $897.7k 0.29% Reduced -4.0k -4,044
43 Stratos Wealth Advisors, LLC 0.07% of their portfolio BEACHWOOD, OH 24,73524.7k $891.7k $891.7k 0.07% New
44 Tortoise Investment Management, LLC 0.14% of their portfolio WHITE PLAINS, NY 24,18024.2k $871.7k $871.7k 0.14% Reduced -720 -720
45 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 23,84123.8k $859.0k $859.0k 0.01% New
46 Strategic Financial Planning, Inc. 0.76% of their portfolio PLANO, TX 23,09723.1k $832.6k $832.6k 0.76% Reduced -593 -593
47 ENZI WEALTH 0.42% of their portfolio AUSTIN, TX 22,79722.8k $817.3k $817.3k 0.42% Reduced -30.9k -30,873
48 RHS Financial, LLC 0.58% of their portfolio SAN FRANCISCO, CA 21,06621.1k $759.4k $759.4k 0.58% Added +7.9k +7,886
49 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.05% of their portfolio BIRMINGHAM, AL 19,42419.4k $700.2k $700.2k 0.05% Added +19.4k +19,424
50 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,06418.1k $651.2k $651.2k 0.00% Unchanged
51 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 17,71017.7k $638.4k $638.4k 0.01% New
52 Summit Wealth Partners, LLC 0.15% of their portfolio Orlando, FL 16,23116.2k $585.1k $585.1k 0.15% Reduced -489 -489
53 Hexagon Capital Partners LLC 0.16% of their portfolio ROGERS, AR 16,16316.2k $582.7k $582.7k 0.16% Reduced -310 -310
54 Walkner Condon Financial Advisors LLC 0.16% of their portfolio MADISON, WI 15,85615.9k $571.5k $571.5k 0.16% Added +1.2k +1,213
55 Family Asset Management, LLC 0.41% of their portfolio CHARLESTON, SC 15,55015.6k $560.6k $560.6k 0.41% New
56 NinePointTwo Capital LLC 0.17% of their portfolio LOS ANGELES, CA 12,33012.3k $444.0k $444.0k 0.17% Unchanged
57 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 11,75511.8k $423.8k $423.8k 0.00% Added +3.0k +3,023
58 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 11,52411.5k $415.4k $415.4k 0.00% Reduced -2.0k -1,990
59 PRUDENTIAL PLC 0.00% of their portfolio LONDON, X0 11,00011.0k $396.6k $396.6k 0.00% Unchanged
60 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 10,11010.1k $364.5k $364.5k 0.01% New
61 Endowment Wealth Management, Inc. 0.36% of their portfolio APPLETON, WI 9,97010.0k $359.4k $359.4k 0.36% Added +2.1k +2,093
62 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 9,4279.4k $339.8k $339.8k 0.00% New
63 VICUS CAPITAL 0.03% of their portfolio STATE COLLEGE, PA 8,8988.9k $320.8k $320.8k 0.03% New
64 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 8,6748.7k $312.7k $312.7k 0.00% Reduced -1.0k -1,043
65 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 8,6618.7k $312.2k $312.2k 0.00% New
66 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 8,5518.6k $308.3k $308.3k 0.00% New
67 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,4077.4k $267.0k $267.0k 0.00% Unchanged
68 DRIVE WEALTH MANAGEMENT, LLC 0.11% of their portfolio LEHI, UT 7,2317.2k $260.7k $260.7k 0.11% Reduced -1.4k -1,432
69 Insight Advisors, LLC/ PA 0.06% of their portfolio Newtown, PA 6,9086.9k $249.0k $249.0k 0.06% Added +141 +141
70 LEAVELL INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio MOBILE, AL 6,5516.6k $236.0k $236.0k 0.02% New
71 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,2376.2k $224.8k $224.8k 0.00% New
72 FMR LLC 0.00% of their portfolio BOSTON, MA 6,1526.2k $221.8k $221.8k 0.00% Added +4.6k +4,591
73 Whitcomb & Hess, Inc. 0.08% of their portfolio ASHLAND, OH 5,8695.9k $211.6k $211.6k 0.08% Reduced -23 -23
74 StrategIQ Financial Group, LLC 0.02% of their portfolio MERRILLVILLE, IN 5,6415.6k $203.4k $203.4k 0.02% Reduced -580 -580
75 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 5,5875.6k $201.4k $201.4k 0.01% New
76 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 3,9604.0k $142.8k $142.8k 0.00% Unchanged
77 LAM GROUP, INC. 0.13% of their portfolio LAKE OSWEGO, OR 3,7403.7k $134.8k $134.8k 0.13% Reduced -135 -135
78 Banque Cantonale Vaudoise 0.01% of their portfolio LAUSANNE, V8 3,0003.0k $108.0k $108.0k 0.01% Added +2.7k +2,737
79 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 2,6862.7k $97.5k $97.5k 0.01% Reduced -279 -279
80 Faithward Advisors, LLC 0.02% of their portfolio LANCASTER, PA 1,8571.9k $67.8k $67.8k 0.02% Added +143 +143
81 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,4511.5k $52.4k $52.4k 0.00% Reduced -427 -427
82 Ameliora Wealth Management Ltd. 0.03% of their portfolio ZURICH, V8 1,3521.4k $48.7k $48.7k 0.03% Reduced -78.5k -78,512
83 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,3481.3k $48.6k $48.6k 0.00% Added +416 +416
84 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,2231.2k $44.1k $44.1k 0.00% Reduced -79 -79
85 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 733733 $26.4k $26.4k 0.00% Unchanged
86 Red Tortoise LLC 0.01% of their portfolio ATLANTA, GA 502502 $18.1k $18.1k 0.01% Unchanged
87 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 490490 $17.7k $17.7k 0.00% Reduced -507 -507
88 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 435435 $15.7k $15.7k 0.00% Reduced -15 -15
89 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 400400 $14.4k $14.4k 0.00% Reduced -1.2k -1,240
90 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 279279 $10.1k $10.1k 0.00% Unchanged
91 Front Row Advisors LLC 0.00% of their portfolio TIBURON, CA 150150 $5.0k $5.0k 0.00% Unchanged
92 Fortis Advisors, LLC 0.00% of their portfolio WAYNE, PA 9696 $3.5k $3.5k 0.00% New
93 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 6969 $2.5k $2.5k 0.00% Unchanged
94 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1212 $0 $0 0.00% Added +2 +2
95 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio OMAHA, NE 66 $0 $0 0.00% Unchanged