Vault-13

ISHARES INC LEMB

JP MORGAN EM ETF · ETP · CUSIP 464286517

109 institutional holders +18 vs Q3 2025
10,703,99710.7m shares reported held*
$445.0mreported value*
24 new 53 added 19 reduced 8 sold out net bought ≈ $197.7m (+4.8m 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 ($362.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $41.57. Options: 1 managers hold calls ($257.7k notional), 0 hold puts (—).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 78Q4 22: 86Q1 23: 95Q2 23: 99Q3 23: 91Q4 23: 89Q1 24: 85Q2 24: 80Q3 24: 79Q4 24: 81Q1 25: 86Q2 25: 90Q3 25: 91Q4 25: 109109Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202278
Q4 202286
Q1 202395
Q2 202399
Q3 202391
Q4 202389
Q1 202485
Q2 202480
Q3 202479
Q4 202481
Q1 202586
Q2 202590
Q3 202591
Q4 2025109

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 24: 41 bought or addedQ1 24: 43 cut or sold outQ2 24: 33 bought or addedQ2 24: 42 cut or sold outQ2 24Q3 24: 32 bought or addedQ3 24: 42 cut or sold outQ4 24: 30 bought or addedQ4 24: 42 cut or sold outQ4 24Q1 25: 42 bought or addedQ1 25: 33 cut or sold outQ2 25: 41 bought or addedQ2 25: 42 cut or sold outQ2 25Q3 25: 49 bought or addedQ3 25: 35 cut or sold outQ4 25: 77 bought or addedQ4 25: 27 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20244143
Q2 20243342
Q3 20243242
Q4 20243042
Q1 20254233
Q2 20254142
Q3 20254935
Q4 20257727

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $257.7kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$0$0—
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$257.7k$00.00

Biggest buyers

BlackRock, Inc. Added +3,176,956+3.2m
PARTNERS CAPITAL INVESTMENT GROUP, LLP New +385,814+385.8k
Calamos Advisors LLC New +230,390+230.4k
LPL Financial LLC Added +215,462+215.5k
ENVESTNET ASSET MANAGEMENT INC Added +190,196+190.2k
MASECO LLP New +125,024+125.0k
PRINCIPAL FINANCIAL GROUP INC Added +90,000+90.0k
Leo Wealth, LLC Added +63,520+63.5k
MML INVESTORS SERVICES, LLC New +59,560+59.6k
MORGAN STANLEY Added +34,879+34.9k

Biggest sellers

FLOW TRADERS U.S. LLC Sold out -58,956-59.0k
D. E. Shaw & Co., Inc. Sold out -49,835-49.8k
Motley Fool Wealth Management, LLC Reduced -33,096-33.1k
Endowment Wealth Management, Inc. Sold out -32,844-32.8k
FEDERATED HERMES, INC. Reduced -27,035-27.0k
Sanctuary Advisors, LLC Reduced -20,912-20.9k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Reduced -20,801-20.8k
BARCLAYS PLC Sold out -13,350-13.3k
RHS Financial, LLC Reduced -9,104-9.1k
AMERIPRISE FINANCIAL INC Reduced -8,849-8.8k

Biggest calls

CITADEL ADVISORS LLC New $257.7k6.2k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,370,3253.4m $140.1m $140.1m 0.00% Added +3.2m +3,176,956
2 SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio London, X0 794,356794.4k $33.0m $33.0m 0.03% Added +27.9k +27,854
3 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 655,344655.3k $27.2m $27.2m 0.00% Added +34.4k +34,428
4 Checchi Capital Advisers, LLC 1.74% of their portfolio BEVERLY HILLS, CA 616,576616.6k $25.6m $25.6m 1.74% Reduced -3.7k -3,742
5 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.60% of their portfolio BOSTON, MA 385,814385.8k $16.0m $16.0m 0.60% New
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 277,312277.3k $11.5m $11.5m 0.00% Added +190.2k +190,196
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 276,625276.6k $11.5m $11.5m 0.00% Added +215.5k +215,462
8 STERLING INVESTMENT ADVISORS LLC /ADV 5.53% of their portfolio BOLIVAR, MO 274,614274.6k $11.4m $11.4m 5.53% Added +6.3k +6,343
9 Motley Fool Wealth Management, LLC 0.79% of their portfolio ALEXANDRIA, VA 245,517245.5k $10.2m $10.2m 0.79% Reduced -33.1k -33,096
10 Calamos Advisors LLC 0.04% of their portfolio NAPERVILLE, IL 230,390230.4k $9.6m $9.6m 0.04% New
11 FOSTER & MOTLEY INC 0.49% of their portfolio CINCINNATI, OH 222,468222.5k $9.2m $9.2m 0.49% Added +23.8k +23,763
12 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 220,000220.0k $9.1m $9.1m 0.00% Added +90.0k +90,000
13 RWA WEALTH PARTNERS, LLC 0.08% of their portfolio BOSTON, MA 182,979183.0k $7.6m $7.6m 0.08% Added +2.5k +2,488
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 182,182182.2k $7.6m $7.6m 0.00% Added +23.6k +23,560
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 179,357179.4k $7.5m $7.5m 0.00% Added +18.9k +18,907
16 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 162,576162.6k $6.8m $6.8m 0.00% Unchanged
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 139,079139.1k $5.8m $5.8m 0.00% Reduced -601 -601
18 Leo Wealth, LLC 0.41% of their portfolio HURST, TX 137,572137.6k $5.7m $5.7m 0.41% Added +63.5k +63,520
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 134,616134.6k $5.6m $5.6m 0.00% Added +27.2k +27,237
20 MASECO LLP 0.23% of their portfolio LONDON, X0 125,024125.0k $5.2m $5.2m 0.23% New
21 LAM GROUP, INC. 2.91% of their portfolio LAKE OSWEGO, OR 122,170122.2k $5.1m $5.1m 2.91% Added +20.5k +20,455
22 Ocean Park Asset Management, LLC 0.23% of their portfolio SANTA MONICA, CA 119,900119.9k $5.0m $5.0m 0.23% Unchanged
23 Lifetime Wealth Management P.C. 3.01% of their portfolio ROCKWALL, TX 115,191115.2k $4.8m $4.8m 3.01% First filing
24 Private Wealth Advisors, LLC 1.43% of their portfolio Fresno, CA 95,53495.5k $4.0m $4.0m 1.43% Added +7.8k +7,816
25 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 90,34890.3k $3.8m $3.8m 0.00% Added +25.6k +25,614
26 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.02% of their portfolio Madrid, U3 81,19581.2k $3.4m $3.4m 0.02% Added +14.7k +14,723
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 78,07378.1k $3.2m $3.2m 0.00% Added +34.9k +34,879
28 New Capital Management LP 0.66% of their portfolio HOUSTON, TX 63,38363.4k $2.6m $2.6m 0.66% Added +202 +202
29 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 60,81760.8k $2.5m $2.5m 0.01% Reduced -20.9k -20,912
30 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 59,56059.6k $2.5m $2.5m 0.01% New
31 Haven Private, LLC 1.03% of their portfolio ORLANDO, FL 56,55256.6k $2.4m $2.4m 1.03% Added +4.5k +4,472
32 Obsido Oy 1.31% of their portfolio TAMPERE, H9 51,11251.1k $2.1m $2.1m 1.31% Added +2.0k +1,961
33 Liberty Atlantic Advisors LLC 1.82% of their portfolio ALLEN, TX 44,62444.6k $1.9m $1.9m 1.82% First filing
34 VIEWPOINT INVESTMENT PARTNERS CORP 0.82% of their portfolio CALGARY, A0 41,60041.6k $1.7m $1.7m 0.82% Reduced -6.4k -6,400
35 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 36,11836.1k $1.5m $1.5m 0.00% Added +28.9k +28,888
36 Nilsine Partners, LLC 0.13% of their portfolio GREENWOOD VILLAGE, CO 35,38335.4k $1.5m $1.5m 0.13% Added +735 +735
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 35,34935.3k $1.5m $1.5m 0.00% Added +3.4k +3,428
38 Pictet North America Advisors SA 0.12% of their portfolio GENEVA 73, V8 30,67230.7k $1.3m $1.3m 0.12% Reduced -110 -110
39 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 30,63730.6k $1.3m $1.3m 0.02% Added +752 +752
40 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 30,00130.0k $1.2m $1.2m 0.00% Reduced -8.8k -8,849
41 RHS Financial, LLC 0.59% of their portfolio SAN FRANCISCO, CA 29,27229.3k $1.2m $1.2m 0.59% Reduced -9.1k -9,104
42 KITCHING PARTNERS, LLC 1.07% of their portfolio CONSHOHOCKEN, PA 28,20328.2k $1.2m $1.2m 1.07% New
43 Bank Julius Baer & Co. Ltd, Zurich 0.00% of their portfolio ZURICH, V8 27,38627.4k $1.1m $1.1m 0.00% Unchanged
44 VICUS CAPITAL 0.08% of their portfolio STATE COLLEGE, PA 26,34426.3k $1.1m $1.1m 0.08% Added +15.9k +15,901
45 Client First Investment Management LLC 0.57% of their portfolio West Bend, WI 26,22326.2k $1.1m $1.1m 0.57% Added +12.6k +12,595
46 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 25,71125.7k $1.1m $1.1m 0.00% Added +13.9k +13,908
47 FMR LLC 0.00% of their portfolio BOSTON, MA 25,30825.3k $1.1m $1.1m 0.00% Added +3.4k +3,414
48 Union Bancaire Privee, UBP SA 0.01% of their portfolio GENEVA 1, V8 24,35224.4k $1.0m $1.0m 0.01% Added +239 +239
49 Strategic Financial Planning, Inc. 0.55% of their portfolio PLANO, TX 23,30823.3k $966.8k $966.8k 0.55% Added +512 +512
50 OAK FAMILY ADVISORS, LLC 0.29% of their portfolio CHICAGO, IL 22,70122.7k $943.7k $943.7k 0.29% Reduced -1.5k -1,499
51 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 19,63019.6k $816.0k $816.0k 0.00% New
52 Walkner Condon Financial Advisors LLC 0.11% of their portfolio MADISON, WI 19,35019.4k $803.7k $803.7k 0.11% Added +1.1k +1,096
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,07919.1k $793.1k $793.1k 0.00% New
54 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,20317.2k $715.2k $715.2k 0.00% New
55 Whitcomb & Hess, Inc. 0.15% of their portfolio ASHLAND, OH 15,09415.1k $630.2k $630.2k 0.15% Added +80 +80
56 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 14,92314.9k $620.3k $620.3k 0.00% Added +4.0k +3,992
57 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 14,45014.4k $600.7k $600.7k 0.00% Added +65 +65
58 Comprehensive Money Management Services LLC 0.33% of their portfolio CORAL GABLES, FL 11,57511.6k $481.2k $481.2k 0.33% Unchanged
59 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 11,53011.5k $479.3k $479.3k 0.00% Added +4.0k +4,046
60 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,13611.1k $462.9k $462.9k 0.00% Added +175 +175
61 Chesley Taft & Associates LLC 0.02% of their portfolio CHICAGO, IL 10,47010.5k $435.2k $435.2k 0.02% Added +2.5k +2,540
62 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 10,25410.3k $426.3k $426.3k 0.00% Added +382 +382
63 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 10,03010.0k $417.0k $417.0k 0.00% New
64 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 9,9279.9k $412.7k $412.7k 0.00% Reduced -210 -210
65 WBH ADVISORY INC 0.03% of their portfolio BALTIMORE, MD 9,3829.4k $390.0k $390.0k 0.03% New
66 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 8,9539.0k $372.2k $372.2k 0.00% Reduced -27.0k -27,035
67 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 8,7298.7k $362.9k $362.9k 0.00% New
68 GUIDANCE CAPITAL, INC 0.09% of their portfolio LOUSVILLE, KY 8,7008.7k $366.9k $366.9k 0.09% New
69 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 8,3708.4k $347.9k $347.9k 0.01% New
70 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 7,6297.6k $317.1k $317.1k 0.01% Added +4.8k +4,825
71 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 7,6127.6k $316.4k $316.4k 0.00% Reduced -254 -254
72 LEAVELL INVESTMENT MANAGEMENT, INC. 0.01% of their portfolio MOBILE, AL 7,5267.5k $312.9k $312.9k 0.01% Added +294 +294
73 Rosenberg Matthew Hamilton 0.06% of their portfolio GRAND JUNCTION, CO 6,9597.0k $289.3k $289.3k 0.06% Added +387 +387
74 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 6,5206.5k $271.0k $271.0k 0.00% Unchanged
75 Trivium Point Advisory, LLC 0.03% of their portfolio WILTON, CT 6,1006.1k $253.6k $253.6k 0.03% Unchanged
76 Insight Advisors, LLC/ PA 0.04% of their portfolio Newtown, PA 6,0706.1k $252.3k $252.3k 0.04% Added +60 +60
77 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,8635.9k $243.8k $243.8k 0.00% Added +729 +729
78 Tortoise Investment Management, LLC 0.02% of their portfolio WHITE PLAINS, NY 5,7505.8k $239.0k $239.0k 0.02% Unchanged
79 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,6845.7k $236.0k $236.0k 0.00% Added +385 +385
80 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 5,4865.5k $228.0k $228.0k 0.00% Reduced -7.2k -7,178
81 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 5,1605.2k $214.0k $214.0k 0.00% New
82 CITY NATIONAL BANK OF FLORIDA /MSD 0.14% of their portfolio CORAL GABLES, FL 5,0895.1k $211.6k $211.6k 0.14% Reduced -461 -461
83 NorthRock Partners, LLC 0.00% of their portfolio MINNEAPOLIS, MN 5,0035.0k $208.0k $208.0k 0.00% Reduced -1.1k -1,123
84 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% of their portfolio CONCORD, MA 4,9645.0k $206.4k $206.4k 0.02% Reduced -20.8k -20,801
85 COMERICA BANK 0.00% of their portfolio DALLAS, TX 4,3084.3k $179.1k $179.1k 0.00% Added +261 +261
86 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,0914.1k $170.1k $170.1k 0.00% Added +3.8k +3,762
87 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 3,3003.3k $137.2k $137.2k 0.00% New
88 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,1413.1k $130.6k $130.6k 0.00% Added +3.0k +3,000
89 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,8792.9k $119.6k $119.6k 0.00% Added +1.8k +1,795
90 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,8022.8k $116.5k $116.5k 0.00% New
91 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,7872.8k $115.9k $115.9k 0.01% New
92 Transamerica Financial Advisors, LLC 0.01% of their portfolio CEDAR RAPIDS, IA 2,1922.2k $91.1k $91.1k 0.01% New
93 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1,5121.5k $62.9k $62.9k 0.00% New
94 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 1,5001.5k $62.4k $62.4k 0.00% Unchanged
95 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 882882 $36.7k $36.7k 0.00% Reduced -20 -20
96 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 873873 $36.3k $36.3k 0.00% Added +218 +218
97 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 623623 $25.9k $25.9k 0.00% Reduced -189 -189
98 Red Tortoise LLC 0.01% of their portfolio ATLANTA, GA 521521 $21.7k $21.7k 0.01% Added +12 +12
99 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 269269 $11.2k $11.2k 0.00% Unchanged
100 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 230230 $9.6k $9.6k 0.00% Added +196 +196