Vault-13

ISHARES INC LEMB

JP MORGAN EM ETF · ETP · CUSIP 464286517

89 institutional holders -2 vs Q3 2023
8,492,2398.5m shares reported held*
$311.6mreported value*
6 new 26 added 43 reduced 12 sold out net sold ≈ $78.2m (-2.1m 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 ≈ $36.70.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 78Q4 22: 86Q1 23: 95Q2 23: 99Q3 23: 91Q4 23: 8989Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202278
Q4 202286
Q1 202395
Q2 202399
Q3 202391
Q4 202389

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 23Q3 23: 40 bought or addedQ3 23: 58 cut or sold outQ3 23Q4 23: 32 bought or addedQ4 23: 55 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224236
Q1 20235237
Q2 20235443
Q3 20234058
Q4 20233255

Calls vs puts

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

CallsPuts
$0$50m$100m$150m$200mQ1 23 calls: $0Q1 23 puts: $0Q1 23P/C —Q2 23 calls: $0Q2 23 puts: $0Q2 23P/C —Q3 23 calls: $0Q3 23 puts: $151.0mQ3 23P/C —Q4 23 calls: $0Q4 23 puts: $0Q4 23P/C —
Numbers
QuarterCallsPutsP/C
Q1 2023$0$0—
Q2 2023$0$0—
Q3 2023$0$151.0m—
Q4 2023$0$0—

Biggest buyers

Pictet North America Advisors SA Added +224,262+224.3k
MORGAN STANLEY Added +109,494+109.5k
GOLDMAN SACHS GROUP INC New +79,015+79.0k
Rehmann Capital Advisory Group Added +75,487+75.5k
ENVESTNET ASSET MANAGEMENT INC Added +61,769+61.8k
SCHRODER INVESTMENT MANAGEMENT GROUP Added +43,978+44.0k
Whitcomb & Hess, Inc. New +11,259+11.3k
Fisher Asset Management, LLC New +9,872+9.9k
STERLING INVESTMENT ADVISORS LLC /ADV Added +7,387+7.4k
LAM GROUP, INC. Added +6,525+6.5k

Biggest sellers

Bank of New York Mellon Corp Reduced -514,269-514.3k
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. Reduced -434,267-434.3k
BANK OF MONTREAL /CAN/ Reduced -376,857-376.9k
LPL Financial LLC Reduced -337,269-337.3k
FIL Ltd Reduced -328,043-328.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -224,691-224.7k
AMERIPRISE FINANCIAL INC Reduced -113,021-113.0k
JANE STREET GROUP, LLC Reduced -86,593-86.6k
BANK OF AMERICA CORP /DE/ Reduced -64,512-64.5k
Capital Analysts, LLC Reduced -50,886-50.9k

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, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,340,0781.3m $49.2m $49.2m 0.01% Reduced -514.3k -514,269
2 JANE STREET GROUP, LLC 0.05% of their portfolio NEW YORK, NY 1,105,1771.1m $40.6m $40.6m 0.05% Reduced -86.6k -86,593
3 SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio London, X0 769,903769.9k $28.3m $28.3m 0.04% Added +44.0k +43,978
4 Checchi Capital Advisers, LLC 1.75% of their portfolio BEVERLY HILLS, CA 588,241588.2k $21.6m $21.6m 1.75% Reduced -10.3k -10,334
5 FIL Ltd 0.02% of their portfolio HAMILTON, D0 526,824526.8k $19.3m $19.3m 0.02% Reduced -328.0k -328,043
6 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.15% of their portfolio Madrid, U3 334,949334.9k $12.3m $12.3m 0.15% Reduced -434.3k -434,267
7 Pictet North America Advisors SA 1.47% of their portfolio GENEVA 73, V8 310,565310.6k $11.4m $11.4m 1.47% Added +224.3k +224,262
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 308,071308.1k $11.3m $11.3m 0.00% Reduced -64.5k -64,512
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 304,354304.4k $11.2m $11.2m 0.00% Added +109.5k +109,494
10 BlackRock Inc. 0.00% of their portfolio New York, NY 241,117241.1k $8.9m $8.9m 0.00% Reduced -350 -350
11 STERLING INVESTMENT ADVISORS LLC /ADV 5.46% of their portfolio BOLIVAR, MO 240,009240.0k $8.8m $8.8m 5.46% Added +7.4k +7,387
12 Financial Strategies Group, Inc. 2.32% of their portfolio OKEMOS, MI 224,875224.9k $8.1m $8.1m 2.32% Added +4.6k +4,577
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 213,112213.1k $7.8m $7.8m 0.00% Added +61.8k +61,769
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 156,476156.5k $5.7m $5.7m 0.00% Added +1.9k +1,891
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 146,453146.5k $5.4m $5.4m 0.00% Reduced -34.7k -34,712
16 Rehmann Capital Advisory Group 0.39% of their portfolio LANSING, MI 129,297129.3k $4.7m $4.7m 0.39% Added +75.5k +75,487
17 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 110,099110.1k $4.0m $4.0m 0.01% Reduced -5.1k -5,052
18 Leo Wealth, LLC 0.34% of their portfolio HURST, TX 90,71890.7k $3.3m $3.3m 0.34% First filing
19 Blue Edge Capital, LLC 0.59% of their portfolio RICHMOND, VA 84,75984.8k $3.1m $3.1m 0.59% Reduced -2.2k -2,195
20 Private Wealth Advisors, LLC 1.33% of their portfolio Fresno, CA 84,01884.0k $3.1m $3.1m 1.33% Reduced -1.4k -1,388
21 AlphaQ Advisors LLC 2.04% of their portfolio Winter Park, FL 79,86979.9k $2.9m $2.9m 2.04% Reduced -3.0k -3,003
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 79,01579.0k $2.9m $2.9m 0.00% New
23 PRINCIPAL SECURITIES, INC. 0.11% of their portfolio DES MOINES, IA 77,59877.6k $2.8m $2.8m 0.11% First filing
24 FOSTER & MOTLEY INC 0.17% of their portfolio CINCINNATI, OH 63,96464.0k $2.3m $2.3m 0.17% Added +264 +264
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 62,68462.7k $2.3m $2.3m 0.00% Added +138 +138
26 Capital Analysts, LLC 0.11% of their portfolio FORT WASHINGTON, PA 60,32060.3k $2.2m $2.2m 0.11% Reduced -50.9k -50,886
27 Tanager Wealth Management LLP 0.26% of their portfolio Goring On Thames, X0 39,34839.3k $1.4m $1.4m 0.26% Reduced -7.8k -7,779
28 Nilsine Partners, LLC 0.21% of their portfolio GREENWOOD VILLAGE, CO 36,54436.5k $1.3m $1.3m 0.21% Added +4 +4
29 Bulltick Wealth Management, LLC 0.28% of their portfolio Miami, FL 33,22933.2k $1.2m $1.2m 0.28% Reduced -2.9k -2,906
30 Bank Julius Baer & Co. Ltd, Zurich 0.01% of their portfolio ZURICH, V8 33,04533.0k $1.2m $1.2m 0.01% Reduced -6.8k -6,790
31 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 30,85330.9k $1.1m $1.1m 0.00% Reduced -113.0k -113,021
32 RHS Financial, LLC 0.70% of their portfolio SAN FRANCISCO, CA 30,08930.1k $1.1m $1.1m 0.70% Reduced -22.5k -22,536
33 VIEWPOINT INVESTMENT PARTNERS CORP 0.75% of their portfolio CALGARY, A0 29,30029.3k $1.1m $1.1m 0.75% Added +1.5k +1,500
34 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 27,97828.0k $1.0m $1.0m 0.00% Added +6.0k +5,994
35 LAM GROUP, INC. 0.89% of their portfolio LAKE OSWEGO, OR 26,56026.6k $975.3k $975.3k 0.89% Added +6.5k +6,525
36 RWA WEALTH PARTNERS, LLC 0.01% of their portfolio BOSTON, MA 25,90025.9k $951.0k $951.0k 0.01% Unchanged
37 VICUS CAPITAL 0.09% of their portfolio STATE COLLEGE, PA 25,10825.1k $922.0k $922.0k 0.09% Added +3.7k +3,735
38 Simplicity Solutions, LLC 0.02% of their portfolio MINNEAPOLIS, MN 24,89824.9k $914.3k $914.3k 0.02% Added +2.4k +2,373
39 Walkner Condon Financial Advisors LLC 0.20% of their portfolio MADISON, WI 23,91923.9k $878.4k $878.4k 0.20% Added +2.0k +2,008
40 Strategic Financial Planning, Inc. 0.65% of their portfolio PLANO, TX 22,59022.6k $829.5k $829.5k 0.65% Added +1.2k +1,231
41 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 22,58822.6k $831.2k $831.2k 0.00% Reduced -376.9k -376,857
42 Tortoise Investment Management, LLC 0.10% of their portfolio WHITE PLAINS, NY 20,04020.0k $735.9k $735.9k 0.10% Reduced -2.2k -2,195
43 Rosenberg Matthew Hamilton 0.21% of their portfolio GRAND JUNCTION, CO 18,56918.6k $681.9k $681.9k 0.21% Reduced -163 -163
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 18,11018.1k $665.0k $665.0k 0.00% Reduced -46 -46
45 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 17,78717.8k $653.1k $653.1k 0.01% Added +841 +841
46 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 17,21417.2k $632.1k $632.1k 0.01% Added +2.9k +2,929
47 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 15,15115.2k $556.3k $556.3k 0.00% Reduced -1.4k -1,402
48 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 14,34114.3k $526.6k $526.6k 0.01% Reduced -2.7k -2,713
49 Endowment Wealth Management, Inc. 0.42% of their portfolio APPLETON, WI 13,65813.7k $501.5k $501.5k 0.42% Added +1.2k +1,204
50 FMR LLC 0.00% of their portfolio BOSTON, MA 13,14613.1k $482.7k $482.7k 0.00% Added +1.3k +1,316
51 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 13,08513.1k $480.5k $480.5k 0.00% Added +1.6k +1,561
52 Life Planning Partners, Inc 0.45% of their portfolio JACKSONVILLE, FL 12,57112.6k $461.6k $461.6k 0.45% First filing
53 NinePointTwo Capital LLC 0.18% of their portfolio LOS ANGELES, CA 12,33012.3k $452.0k $452.0k 0.18% Unchanged
54 Whitcomb & Hess, Inc. 0.14% of their portfolio ASHLAND, OH 11,25911.3k $413.4k $413.4k 0.14% New
55 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 10,69510.7k $392.7k $392.7k 0.01% Reduced -16.9k -16,903
56 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 10,20610.2k $375.0k $375.0k 0.02% Reduced -16.4k -16,360
57 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 9,8729.9k $362.5k $362.5k 0.00% New
58 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,6359.6k $353.8k $353.8k 0.00% Reduced -22.8k -22,803
59 Chesley Taft & Associates LLC 0.02% of their portfolio CHICAGO, IL 8,7108.7k $319.8k $319.8k 0.02% Added +475 +475
60 Hexagon Capital Partners LLC 0.07% of their portfolio ROGERS, AR 7,8457.8k $288.0k $288.0k 0.07% Reduced -5.7k -5,717
61 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 7,7797.8k $285.6k $285.6k 0.00% Reduced -563 -563
62 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 6,9026.9k $253.4k $253.4k 0.00% Reduced -3.5k -3,540
63 LEAVELL INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio MOBILE, AL 6,8606.9k $252.0k $252.0k 0.02% Added +309 +309
64 Towneley Capital Management, Inc / DE 0.06% of their portfolio LAGUNA HILLS, CA 6,7356.7k $247.3k $247.3k 0.06% First filing
65 Insight Advisors, LLC/ PA 0.05% of their portfolio Newtown, PA 6,6806.7k $245.3k $245.3k 0.05% Reduced -45 -45
66 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 6,2006.2k $227.7k $227.7k 0.00% Reduced -1.9k -1,914
67 Upper Left Wealth Management, LLC 0.22% of their portfolio TAMPA, FL 5,9976.0k $220.2k $220.2k 0.22% Reduced -1.3k -1,261
68 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 5,5685.6k $204.5k $204.5k 0.00% Reduced -337.3k -337,269
69 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,7703.8k $138.4k $138.4k 0.00% Reduced -1.9k -1,895
70 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,8182.8k $103.5k $103.5k 0.00% Reduced -4.4k -4,427
71 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,5092.5k $90.6k $90.6k 0.00% Reduced -113 -113
72 Parkside Financial Bank & Trust 0.01% of their portfolio SAINT LOUIS, MO 1,8591.9k $68.3k $68.3k 0.01% Unchanged
73 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 1,7871.8k $65.6k $65.6k 0.00% Unchanged
74 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 1,5001.5k $55.1k $55.1k 0.00% Reduced -3.5k -3,460
75 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,4731.5k $54.1k $54.1k 0.00% Reduced -4 -4
76 NorthRock Partners, LLC 0.00% of their portfolio MINNEAPOLIS, MN 1,1961.2k $43.9k $43.9k 0.00% New
77 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 687687 $25.1k $25.1k 0.00% Reduced -1.4k -1,374
78 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 681681 $25.0k $25.0k 0.00% Reduced -301 -301
79 Red Tortoise LLC 0.01% of their portfolio ATLANTA, GA 509509 $18.7k $18.7k 0.01% Added +7 +7
80 Family Asset Management, LLC 0.01% of their portfolio CHARLESTON, SC 429429 $15.8k $15.8k 0.01% Reduced -3.5k -3,508
81 Ameliora Wealth Management Ltd. 0.01% of their portfolio ZURICH, V8 410410 $15.1k $15.1k 0.01% Unchanged
82 Pineridge Advisors LLC 0.00% of their portfolio ST. CHARLES, MO 302302 $11.1k $11.1k 0.00% First filing
83 Clear Point Advisors Inc. 0.01% of their portfolio MELVILLE, NY 280280 $10.3k $10.3k 0.01% First filing
84 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 279279 $10.2k $10.2k 0.00% Unchanged
85 Front Row Advisors LLC 0.00% of their portfolio TIBURON, CA 150150 $5.5k $5.5k 0.00% Unchanged
86 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 135135 $5.0k $5.0k 0.00% New
87 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1919 $698 $698 0.00% Reduced -40 -40
88 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 77 $257 $257 0.00% New
89 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged