Vault-13

ISHARES INC LEMB

JP MORGAN EM ETF · ETP · CUSIP 464286517

79 institutional holders -1 vs Q2 2024
6,626,6336.6m shares reported held*
$254.9mreported value*
7 new 25 added 34 reduced 8 sold out net sold ≈ $2.5m (-66.6k 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 ≈ $38.47.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 78Q4 22: 86Q1 23: 95Q2 23: 99Q3 23: 91Q4 23: 89Q1 24: 85Q2 24: 80Q3 24: 7979Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202278
Q4 202286
Q1 202395
Q2 202399
Q3 202391
Q4 202389
Q1 202485
Q2 202480
Q3 202479

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 outQ1 23: 52 bought or addedQ1 23: 37 cut or sold outQ1 23Q2 23: 54 bought or addedQ2 23: 43 cut or sold outQ3 23: 40 bought or addedQ3 23: 58 cut or sold outQ3 23Q4 23: 32 bought or addedQ4 23: 55 cut or sold outQ1 24: 41 bought or addedQ1 24: 43 cut or sold outQ1 24Q2 24: 33 bought or addedQ2 24: 42 cut or sold outQ3 24: 32 bought or addedQ3 24: 42 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224236
Q1 20235237
Q2 20235443
Q3 20234058
Q4 20233255
Q1 20244143
Q2 20243342
Q3 20243242

Biggest buyers

SCHRODER INVESTMENT MANAGEMENT GROUP Added +561,607+561.6k
SEI INVESTMENTS CO New +527,512+527.5k
LAM GROUP, INC. Added +31,380+31.4k
Rehmann Capital Advisory Group Added +22,027+22.0k
AMERIPRISE FINANCIAL INC Added +20,523+20.5k
D. E. Shaw & Co., Inc. New +17,000+17.0k
WELLS FARGO & COMPANY/MN Added +14,150+14.2k
VIEWPOINT INVESTMENT PARTNERS CORP Added +11,700+11.7k
M&T Bank Corp New +9,315+9.3k
NewEdge Advisors, LLC New +9,214+9.2k

Biggest sellers

JANE STREET GROUP, LLC Sold out -551,767-551.8k
Bank of New York Mellon Corp Reduced -110,021-110.0k
BANK OF MONTREAL /CAN/ Reduced -103,159-103.2k
PRINCIPAL SECURITIES, INC. Reduced -96,511-96.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -77,531-77.5k
FLOW TRADERS U.S. LLC Sold out -76,491-76.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -65,203-65.2k
FIL Ltd Reduced -56,841-56.8k
OLD MISSION CAPITAL LLC Sold out -33,252-33.3k
Simplicity Wealth,LLC Reduced -31,483-31.5k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio London, X0 1,367,0121.4m $52.8m $52.8m 0.05% Added +561.6k +561,607
2 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 748,645748.6k $28.8m $28.8m 0.01% Reduced -110.0k -110,021
3 Checchi Capital Advisers, LLC 1.76% of their portfolio BEVERLY HILLS, CA 613,121613.1k $23.6m $23.6m 1.76% Added +1.7k +1,742
4 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 527,512527.5k $20.3m $20.3m 0.03% New
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 278,476278.5k $10.7m $10.7m 0.00% Reduced -24.7k -24,711
6 FIL Ltd 0.01% of their portfolio HAMILTON, D0 276,006276.0k $10.6m $10.6m 0.01% Reduced -56.8k -56,841
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 258,291258.3k $9.9m $9.9m 0.00% First filing
8 STERLING INVESTMENT ADVISORS LLC /ADV 5.58% of their portfolio BOLIVAR, MO 257,813257.8k $9.9m $9.9m 5.58% Added +6.5k +6,482
9 Financial Strategies Group, Inc. 2.12% of their portfolio OKEMOS, MI 239,574239.6k $9.0m $9.0m 2.12% Added +2.8k +2,765
10 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.08% of their portfolio Madrid, U3 217,274217.3k $8.3m $8.3m 0.08% Reduced -25.7k -25,695
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 169,703169.7k $6.5m $6.5m 0.00% Reduced -77.5k -77,531
12 Rehmann Capital Advisory Group 0.42% of their portfolio LANSING, MI 167,590167.6k $6.4m $6.4m 0.42% Added +22.0k +22,027
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 155,017155.0k $6.0m $6.0m 0.00% Added +2.0k +2,005
14 Leo Wealth, LLC 0.36% of their portfolio HURST, TX 103,455103.5k $4.0m $4.0m 0.36% Added +5.4k +5,420
15 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 99,16399.2k $3.8m $3.8m 0.01% Reduced -2.7k -2,657
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 92,21292.2k $3.5m $3.5m 0.00% Reduced -4.9k -4,947
17 Private Wealth Advisors, LLC 1.34% of their portfolio Fresno, CA 85,93185.9k $3.3m $3.3m 1.34% Reduced -85 -85
18 Blue Edge Capital, LLC 0.49% of their portfolio RICHMOND, VA 82,22082.2k $3.2m $3.2m 0.49% Reduced -1.6k -1,576
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 78,36378.4k $3.0m $3.0m 0.00% Added +14.2k +14,150
20 LAM GROUP, INC. 1.62% of their portfolio LAKE OSWEGO, OR 59,58559.6k $2.3m $2.3m 1.62% Added +31.4k +31,380
21 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 51,97252.0k $2.0m $2.0m 0.00% Added +20.5k +20,523
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 50,47650.5k $1.9m $1.9m 0.00% Reduced -2.2k -2,233
23 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 46,88746.9k $1.7m $1.7m 0.01% Reduced -17.6k -17,584
24 VIEWPOINT INVESTMENT PARTNERS CORP 1.32% of their portfolio CALGARY, A0 42,70042.7k $1.6m $1.6m 1.32% Added +11.7k +11,700
25 Nilsine Partners, LLC 0.18% of their portfolio GREENWOOD VILLAGE, CO 37,12337.1k $1.4m $1.4m 0.18% Added +637 +637
26 Bulltick Wealth Management, LLC 0.29% of their portfolio Miami, FL 30,84930.8k $1.2m $1.2m 0.29% Unchanged
27 RHS Financial, LLC 0.58% of their portfolio SAN FRANCISCO, CA 29,94029.9k $1.2m $1.2m 0.58% Added +6.0k +5,967
28 Tanager Wealth Management LLP 0.15% of their portfolio Goring On Thames, X0 29,85729.9k $1.1m $1.1m 0.15% Reduced -877 -877
29 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 27,03927.0k $1.0m $1.0m 0.00% Reduced -103.2k -103,159
30 Pictet North America Advisors SA 0.10% of their portfolio GENEVA 73, V8 27,01427.0k $1.0m $1.0m 0.10% Added +489 +489
31 Walkner Condon Financial Advisors LLC 0.20% of their portfolio MADISON, WI 25,79525.8k $992.3k $992.3k 0.20% Added +603 +603
32 RWA WEALTH PARTNERS, LLC 0.01% of their portfolio BOSTON, MA 25,52525.5k $981.7k $981.7k 0.01% Unchanged
33 Strategic Financial Planning, Inc. 0.61% of their portfolio PLANO, TX 24,17824.2k $929.9k $929.9k 0.61% Added +239 +239
34 Bank Julius Baer & Co. Ltd, Zurich 0.00% of their portfolio ZURICH, V8 23,10223.1k $1.1m $1.1m 0.00% Reduced -1.5k -1,506
35 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 22,90922.9k $881.1k $881.1k 0.00% Added +4.8k +4,845
36 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,97822.0k $845.3k $845.3k 0.00% Added +6.9k +6,889
37 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 17,00017.0k $653.8k $653.8k 0.00% New
38 Endowment Wealth Management, Inc. 0.43% of their portfolio APPLETON, WI 16,92216.9k $650.8k $650.8k 0.43% Added +1.1k +1,088
39 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 16,00016.0k $615.4k $615.4k 0.01% Reduced -3.3k -3,329
40 FMR LLC 0.00% of their portfolio BOSTON, MA 15,00415.0k $577.0k $577.0k 0.00% Added +729 +729
41 Whitcomb & Hess, Inc. 0.13% of their portfolio ASHLAND, OH 11,49111.5k $441.9k $441.9k 0.13% Reduced -23 -23
42 Rosenberg Matthew Hamilton 0.11% of their portfolio GRAND JUNCTION, CO 11,26811.3k $433.4k $433.4k 0.11% Reduced -171 -171
43 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 9,99810.0k $384.5k $384.5k 0.00% Added +126 +126
44 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 9,4559.5k $363.6k $363.6k 0.00% Unchanged
45 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 9,3159.3k $358.3k $358.3k 0.00% New
46 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,2149.2k $354.4k $354.4k 0.00% New
47 Tortoise Investment Management, LLC 0.03% of their portfolio WHITE PLAINS, NY 8,2508.2k $317.3k $317.3k 0.03% Unchanged
48 Insight Advisors, LLC/ PA 0.05% of their portfolio Newtown, PA 8,0758.1k $310.6k $310.6k 0.05% Added +234 +234
49 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 8,0038.0k $307.8k $307.8k 0.00% Added +606 +606
50 LEAVELL INVESTMENT MANAGEMENT, INC. 0.01% of their portfolio MOBILE, AL 7,0377.0k $270.6k $270.6k 0.01% Added +241 +241
51 FOSTER & MOTLEY INC 0.02% of their portfolio CINCINNATI, OH 6,9386.9k $267.0k $267.0k 0.02% Reduced -2.8k -2,811
52 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 6,5376.5k $251.4k $251.4k 0.00% Added +22 +22
53 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 6,5206.5k $250.8k $250.8k 0.00% Unchanged
54 Chesley Taft & Associates LLC 0.01% of their portfolio CHICAGO, IL 6,2166.2k $239.1k $239.1k 0.01% Reduced -2.9k -2,925
55 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,8185.8k $223.8k $223.8k 0.00% Reduced -351 -351
56 Hexagon Capital Partners LLC 0.04% of their portfolio ROGERS, AR 5,6215.6k $216.2k $216.2k 0.04% Reduced -1 -1
57 Life Planning Partners, Inc 0.19% of their portfolio JACKSONVILLE, FL 5,5785.6k $214.5k $214.5k 0.19% Reduced -1.7k -1,695
58 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 5,5505.5k $213.5k $213.5k 0.02% Reduced -31.5k -31,483
59 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 5,5415.5k $213.1k $213.1k 0.00% Reduced -497 -497
60 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 5,4565.5k $209.8k $209.8k 0.00% Reduced -5.5k -5,506
61 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,6923.7k $142.0k $142.0k 0.00% Reduced -3.6k -3,578
62 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 2,5482.5k $98.0k $98.0k 0.00% New
63 Parkside Financial Bank & Trust 0.01% of their portfolio SAINT LOUIS, MO 1,8591.9k $71.5k $71.5k 0.01% Unchanged
64 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 1,5001.5k $57.7k $57.7k 0.00% Unchanged
65 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,1411.1k $43.9k $43.9k 0.00% Reduced -46 -46
66 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,0521.1k $40.5k $40.5k 0.00% New
67 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 851851 $32.7k $32.7k 0.00% Reduced -96.5k -96,511
68 COMERICA BANK 0.00% of their portfolio DALLAS, TX 804804 $30.9k $30.9k 0.00% Reduced -1.3k -1,315
69 Red Tortoise LLC 0.01% of their portfolio ATLANTA, GA 509509 $19.6k $19.6k 0.01% Unchanged
70 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 505505 $19.4k $19.4k 0.00% Reduced -20 -20
71 Kimelman & Baird, LLC 0.00% of their portfolio New York, NY 275275 $10.6k $10.6k 0.00% Unchanged
72 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 269269 $10.3k $10.3k 0.00% Reduced -10 -10
73 Family Asset Management, LLC 0.00% of their portfolio CHARLESTON, SC 199199 $7.7k $7.7k 0.00% Reduced -11 -11
74 Front Row Advisors LLC 0.00% of their portfolio TIBURON, CA 150150 $5.8k $5.8k 0.00% Unchanged
75 RESTON WEALTH MANAGEMENT LLC 0.00% of their portfolio Reston, VA 8787 $3.4k $3.4k 0.00% New
76 CWM, LLC 0.00% of their portfolio OMAHA, NE 5757 $2.0k $2.0k 0.00% Reduced -2 -2
77 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2020 $770 $770 0.00% Reduced -88 -88
78 Clear Point Advisors Inc. 0.00% of their portfolio MELVILLE, NY 11 $39 $39 0.00% Unchanged
79 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged