Vault-13

ISHARES INC LEMB

JP MORGAN EM ETF · ETP · CUSIP 464286517

99 institutional holders +4 vs Q1 2023
10,389,01110.4m shares reported held*
$386.1mreported value*
17 new 37 added 31 reduced 12 sold out net bought ≈ $16.8m (+454.6k 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 ≈ $37.16.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 78Q4 22: 86Q1 23: 95Q2 23: 9999Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202278
Q4 202286
Q1 202395
Q2 202399

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 23Q2 23: 54 bought or addedQ2 23: 43 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224236
Q1 20235237
Q2 20235443

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 —Q2 23 calls: $0Q2 23 puts: $0Q2 23P/C —
Numbers
QuarterCallsPutsP/C
Q3 2022$0$323.0k—
Q4 2022$0$0—
Q1 2023$0$0—
Q2 2023$0$0—

Biggest buyers

SCHRODER INVESTMENT MANAGEMENT GROUP Added +257,748+257.7k
SEI INVESTMENTS CO Added +225,543+225.5k
Bank of New York Mellon Corp Added +211,220+211.2k
FIL Ltd Added +183,695+183.7k
RWA WEALTH PARTNERS, LLC New +77,010+77.0k
BlackRock Inc. Added +62,475+62.5k
IFP Advisors, Inc Added +55,376+55.4k
Sowell Financial Services LLC New +43,923+43.9k
Mutual Advisors, LLC New +43,408+43.4k
ENVESTNET ASSET MANAGEMENT INC Added +41,363+41.4k

Biggest sellers

JANE STREET GROUP, LLC Reduced -336,070-336.1k
FLOW TRADERS U.S. LLC Reduced -177,847-177.8k
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. Reduced -115,820-115.8k
BANK OF MONTREAL /CAN/ Reduced -85,383-85.4k
WELLS FARGO & COMPANY/MN Reduced -72,408-72.4k
Capital Analysts, LLC Reduced -65,255-65.3k
AMERIPRISE FINANCIAL INC Reduced -64,595-64.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -32,724-32.7k
ENZI WEALTH Sold out -22,797-22.8k
LPL Financial LLC Reduced -20,019-20.0k

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 +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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,729,1121.7m $64.0m $64.0m 0.01% Added +211.2k +211,220
2 SCHRODER INVESTMENT MANAGEMENT GROUP 0.08% of their portfolio London, X0 1,489,6941.5m $55.1m $55.1m 0.08% Added +257.7k +257,748
3 FIL Ltd 0.04% of their portfolio HAMILTON, D0 919,734919.7k $34.0m $34.0m 0.04% Added +183.7k +183,695
4 SEI INVESTMENTS CO 0.04% of their portfolio OAKS, PA 671,931671.9k $24.9m $24.9m 0.04% Added +225.5k +225,543
5 Checchi Capital Advisers, LLC 1.65% of their portfolio BEVERLY HILLS, CA 498,332498.3k $18.4m $18.4m 1.65% Reduced -4.2k -4,240
6 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.22% of their portfolio Madrid, U3 464,083464.1k $17.2m $17.2m 0.22% Reduced -115.8k -115,820
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 441,781441.8k $16.4m $16.4m 0.00% Added +32.4k +32,371
8 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 402,678402.7k $14.9m $14.9m 0.01% Added +41.4k +41,363
9 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 373,074373.1k $13.8m $13.8m 0.02% Reduced -336.1k -336,070
10 BlackRock Inc. 0.00% of their portfolio New York, NY 315,142315.1k $11.7m $11.7m 0.00% Added +62.5k +62,475
11 STERLING INVESTMENT ADVISORS LLC /ADV 5.34% of their portfolio BOLIVAR, MO 226,569226.6k $8.4m $8.4m 5.34% Added +2.0k +1,993
12 Financial Strategies Group, Inc. 2.54% of their portfolio OKEMOS, MI 214,309214.3k $7.9m $7.9m 2.54% Added +35.0k +35,008
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 160,491160.5k $5.9m $5.9m 0.00% Added +15.1k +15,078
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 157,183157.2k $5.8m $5.8m 0.00% Reduced -2.3k -2,251
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 148,444148.4k $5.5m $5.5m 0.00% Reduced -64.6k -64,595
16 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 117,485117.5k $4.4m $4.4m 0.01% Reduced -13.7k -13,694
17 IFP Advisors, Inc 0.10% of their portfolio TAMPA, FL 112,454112.5k $4.7m $4.7m 0.10% Added +55.4k +55,376
18 Capital Analysts, LLC 0.23% of their portfolio FORT WASHINGTON, PA 111,206111.2k $4.1m $4.1m 0.23% Reduced -65.3k -65,255
19 Erste Asset Management GmbH 0.06% of their portfolio VIENNA, C4 99,09499.1k $3.7m $3.7m 0.06% Reduced -2.0k -1,955
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 88,26588.3k $3.3m $3.3m 0.00% Reduced -72.4k -72,408
21 Blue Edge Capital, LLC 0.65% of their portfolio RICHMOND, VA 87,18287.2k $3.2m $3.2m 0.65% Added +61 +61
22 Private Wealth Advisors, LLC 1.33% of their portfolio Fresno, CA 85,52285.5k $3.2m $3.2m 1.33% Added +127 +127
23 LEO BROKERAGE, LLC 0.36% of their portfolio HURST, TX 85,29785.3k $3.2m $3.2m 0.36% Reduced -5.0k -4,954
24 FOSTER & MOTLEY INC 0.23% of their portfolio CINCINNATI, OH 78,85278.9k $2.9m $2.9m 0.23% Added +3.4k +3,383
25 RWA WEALTH PARTNERS, LLC 0.06% of their portfolio BOSTON, MA 77,01077.0k $2.9m $2.9m 0.06% New
26 AlphaQ Advisors LLC 1.76% of their portfolio Winter Park, FL 64,54964.5k $2.4m $2.4m 1.76% Added +16.9k +16,869
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 63,90063.9k $2.4m $2.4m 0.00% Added +22.9k +22,909
28 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 59,73859.7k $2.2m $2.2m 0.01% Added +17.2k +17,163
29 Rehmann Capital Advisory Group 0.19% of their portfolio LANSING, MI 56,25056.2k $2.1m $2.1m 0.19% Reduced -1.1k -1,067
30 Tanager Wealth Management LLP 0.45% of their portfolio Goring On Thames, X0 55,95656.0k $2.1m $2.1m 0.45% Reduced -4.0k -4,040
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 46,53646.5k $1.7m $1.7m 0.00% Reduced -6.1k -6,094
32 RHS Financial, LLC 1.21% of their portfolio SAN FRANCISCO, CA 44,35244.4k $1.6m $1.6m 1.21% Added +23.3k +23,286
33 Sowell Financial Services LLC 0.09% of their portfolio NORTH LITTLE ROCK, AR 43,92343.9k $1.6m $1.6m 0.09% New
34 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 43,40843.4k $1.6m $1.6m 0.06% New
35 VIEWPOINT INVESTMENT PARTNERS CORP 0.98% of their portfolio CALGARY, A0 42,20042.2k $1.6m $1.6m 0.98% Added +6.8k +6,800
36 Bank Julius Baer & Co. Ltd, Zurich 0.01% of their portfolio ZURICH, V8 38,62738.6k $1.4m $1.4m 0.01% Reduced -724 -724
37 Nilsine Partners, LLC 0.20% of their portfolio GREENWOOD VILLAGE, CO 37,06437.1k $1.4m $1.4m 0.20% Reduced -1.3k -1,275
38 Bulltick Wealth Management, LLC 0.31% of their portfolio Miami, FL 36,13536.1k $1.3m $1.3m 0.31% New
39 WBH ADVISORY INC 0.15% of their portfolio BALTIMORE, MD 34,60234.6k $1.3m $1.3m 0.15% Added +285 +285
40 Stratos Wealth Advisors, LLC 0.08% of their portfolio BEACHWOOD, OH 29,25829.3k $1.1m $1.1m 0.08% Added +4.5k +4,523
41 HARBOR ADVISORY CORP /MA/ 0.34% of their portfolio PORTSMOUTH, NH 25,67525.7k $950.5k $950.5k 0.34% Unchanged
42 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 25,35025.4k $938.5k $938.5k 0.00% Unchanged
43 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 25,28525.3k $936.0k $936.0k 0.01% Added +1.4k +1,444
44 Tortoise Investment Management, LLC 0.13% of their portfolio WHITE PLAINS, NY 24,04524.0k $890.1k $890.1k 0.13% Reduced -135 -135
45 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 23,55823.6k $872.1k $872.1k 0.03% New
46 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.06% of their portfolio BIRMINGHAM, AL 22,77122.8k $843.0k $843.0k 0.06% Added +3.3k +3,347
47 Strategic Financial Planning, Inc. 0.71% of their portfolio PLANO, TX 21,68221.7k $802.7k $802.7k 0.71% Reduced -1.4k -1,415
48 Rosenberg Matthew Hamilton 0.26% of their portfolio GRAND JUNCTION, CO 20,98921.0k $777.0k $777.0k 0.26% Reduced -3.9k -3,912
49 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 20,85020.9k $771.9k $771.9k 0.01% Added +3.1k +3,140
50 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,15618.2k $672.1k $672.1k 0.00% Added +92 +92
51 VICUS CAPITAL 0.07% of their portfolio STATE COLLEGE, PA 17,84217.8k $660.5k $660.5k 0.07% Added +8.9k +8,944
52 Family Asset Management, LLC 0.42% of their portfolio CHARLESTON, SC 16,73416.7k $619.5k $619.5k 0.42% Added +1.2k +1,184
53 Hexagon Capital Partners LLC 0.16% of their portfolio ROGERS, AR 15,96716.0k $591.1k $591.1k 0.16% Reduced -196 -196
54 Walkner Condon Financial Advisors LLC 0.15% of their portfolio MADISON, WI 15,78315.8k $584.1k $584.1k 0.15% Reduced -73 -73
55 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 14,39714.4k $537.9k $537.9k 0.00% Reduced -85.4k -85,383
56 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 14,10614.1k $522.2k $522.2k 0.00% Added +2.4k +2,351
57 LAM GROUP, INC. 0.43% of their portfolio LAKE OSWEGO, OR 12,42512.4k $460.0k $460.0k 0.43% Added +8.7k +8,685
58 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 12,33112.3k $456.0k $456.0k 0.02% Reduced -177.8k -177,847
59 NinePointTwo Capital LLC 0.18% of their portfolio LOS ANGELES, CA 12,33012.3k $456.0k $456.0k 0.18% Unchanged
60 FMR LLC 0.00% of their portfolio BOSTON, MA 11,69011.7k $432.8k $432.8k 0.00% Added +5.5k +5,538
61 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 11,52411.5k $426.6k $426.6k 0.00% Unchanged
62 PRUDENTIAL PLC 0.00% of their portfolio LONDON, X0 11,00011.0k $407.2k $407.2k 0.00% Unchanged
63 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 10,47210.5k $387.7k $387.7k 0.01% Added +362 +362
64 Endowment Wealth Management, Inc. 0.35% of their portfolio APPLETON, WI 10,43110.4k $386.1k $386.1k 0.35% Added +461 +461
65 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 10,14210.1k $375.5k $375.5k 0.01% New
66 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 10,02210.0k $371.0k $371.0k 0.00% Added +595 +595
67 Chesley Taft & Associates LLC 0.02% of their portfolio CHICAGO, IL 9,8809.9k $365.8k $365.8k 0.02% New
68 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 9,3039.3k $344.4k $344.4k 0.00% Added +642 +642
69 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 8,7658.8k $324.5k $324.5k 0.03% New
70 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 8,4968.5k $314.5k $314.5k 0.00% Reduced -55 -55
71 Claro Advisors Inc. 0.08% of their portfolio BOSTON, MA 8,1818.2k $302.9k $302.9k 0.08% New
72 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 7,8617.9k $291.0k $291.0k 0.00% Reduced -20.0k -20,019
73 COLONY GROUP LLC 0.00% of their portfolio Boston, MA 7,0527.1k $261.0k $261.0k 0.00% New
74 Insight Advisors, LLC/ PA 0.06% of their portfolio Newtown, PA 6,7816.8k $251.0k $251.0k 0.06% Reduced -127 -127
75 DRIVE WEALTH MANAGEMENT, LLC 0.09% of their portfolio LEHI, UT 6,5946.6k $244.2k $244.2k 0.09% Reduced -637 -637
76 LEAVELL INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio MOBILE, AL 6,5516.6k $243.0k $243.0k 0.02% Unchanged
77 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,8435.8k $216.3k $216.3k 0.00% Reduced -394 -394
78 Whitcomb & Hess, Inc. 0.08% of their portfolio ASHLAND, OH 5,7065.7k $211.2k $211.2k 0.08% Reduced -163 -163
79 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 5,5875.6k $206.8k $206.8k 0.02% Unchanged
80 Upper Left Wealth Management, LLC 0.23% of their portfolio TAMPA, FL 5,5015.5k $203.6k $203.6k 0.23% New
81 Banque Cantonale Vaudoise 0.01% of their portfolio LAUSANNE, V8 4,4004.4k $163.0k $163.0k 0.01% Added +1.4k +1,400
82 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 3,9604.0k $146.6k $146.6k 0.00% Unchanged
83 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 3,7603.8k $195.4k $195.4k 0.00% New
84 Worth Asset Management, LLC 0.07% of their portfolio DALLAS, TX 2,6412.6k $97.8k $97.8k 0.07% New
85 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,4762.5k $91.7k $91.7k 0.00% Reduced -210 -210
86 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,2942.3k $84.9k $84.9k 0.00% Added +946 +946
87 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,1272.1k $78.7k $78.7k 0.00% Added +676 +676
88 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,1481.1k $42.5k $42.5k 0.00% Reduced -75 -75
89 Penserra Capital Management LLC 0.00% of their portfolio ORINDA, CA 537537 $19.0k $19.0k 0.00% New
90 Red Tortoise LLC 0.01% of their portfolio ATLANTA, GA 502502 $18.6k $18.6k 0.01% Unchanged
91 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 435435 $16.1k $16.1k 0.00% Unchanged
92 Ameliora Wealth Management Ltd. 0.01% of their portfolio ZURICH, V8 410410 $15.2k $15.2k 0.01% Reduced -942 -942
93 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 279279 $10.3k $10.3k 0.00% Unchanged
94 Front Row Advisors LLC 0.00% of their portfolio TIBURON, CA 150150 $6.0k $6.0k 0.00% Unchanged
95 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 6969 $2.6k $2.6k 0.00% Unchanged
96 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4949 $1.8k $1.8k 0.00% New
97 Municipal Employees' Retirement System of Michigan 0.00% of their portfolio LANSING, MI 2828 $1.0k $1.0k 0.00% New
98 Coppell Advisory Solutions LLC 0.00% of their portfolio COPPELL, TX 1010 $369 $369 0.00% New
99 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio OMAHA, NE 66 $0 $0 0.00% Unchanged