Vault-13

ISHARES INC LEMB

JP MORGAN EM ETF · ETP · CUSIP 464286517

128 institutional holders +19 vs Q4 2025
12,869,40912.9m shares reported held*
$525.8mreported value*
28 new 53 added 28 reduced 9 sold out net bought ≈ $89.3m (+2.2m 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 ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $40.85. Options: 1 managers hold calls ($204.0k notional), 0 hold puts (—).

Trends to Q1 2026

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: 109Q1 26: 128128Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026128

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 33 bought or addedQ2 24: 42 cut or sold outQ3 24: 32 bought or addedQ3 24: 42 cut or sold outQ3 24Q4 24: 30 bought or addedQ4 24: 42 cut or sold outQ1 25: 42 bought or addedQ1 25: 33 cut or sold outQ1 25Q2 25: 41 bought or addedQ2 25: 42 cut or sold outQ3 25: 49 bought or addedQ3 25: 35 cut or sold outQ3 25Q4 25: 77 bought or addedQ4 25: 27 cut or sold outQ1 26: 81 bought or addedQ1 26: 37 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243342
Q3 20243242
Q4 20243042
Q1 20254233
Q2 20254142
Q3 20254935
Q4 20257727
Q1 20268137

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ2 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 0.00Q1 26 calls: $204.0kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$257.7k$00.00
Q1 2026$204.0k$00.00

Biggest buyers

OLD MISSION CAPITAL LLC New +1,431,640+1.4m
JANE STREET GROUP, LLC New +887,715+887.7k
NORTHERN TRUST CORP Added +309,674+309.7k
UBS Group AG Added +200,424+200.4k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Added +185,637+185.6k
Leo Wealth, LLC Added +171,394+171.4k
Bank of New York Mellon Corp Added +133,403+133.4k
Sarasin & Partners LLP New +107,229+107.2k
Walkner Condon Financial Advisors LLC Added +67,137+67.1k
ROYAL BANK OF CANADA Added +45,906+45.9k

Biggest sellers

BlackRock, Inc. Reduced -1,381,319-1.4m
RWA WEALTH PARTNERS, LLC Reduced -156,391-156.4k
Ocean Park Asset Management, LLC Sold out -119,900-119.9k
Private Wealth Advisors, LLC Sold out -95,534-95.5k
LPL Financial LLC Reduced -64,140-64.1k
Checchi Capital Advisers, LLC Reduced -55,170-55.2k
MASECO LLP Reduced -28,206-28.2k
Client First Investment Management LLC Sold out -26,223-26.2k
Strategic Financial Planning, Inc. Sold out -23,308-23.3k
BNP PARIBAS FINANCIAL MARKETS Sold out -19,630-19.6k

Biggest calls

CITADEL ADVISORS LLC Reduced $204.0k5.0k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,989,0062.0m $81.2m $81.2m 0.00% Reduced -1.4m -1,381,319
2 OLD MISSION CAPITAL LLC 1.39% of their portfolio CHICAGO, IL 1,431,6401.4m $58.4m $58.4m 1.39% New
3 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 887,715887.7k $36.2m $36.2m 0.04% New
4 SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio London, X0 816,883816.9k $33.3m $33.3m 0.03% Added +22.5k +22,527
5 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 788,747788.7k $32.2m $32.2m 0.01% Added +133.4k +133,403
6 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.88% of their portfolio BOSTON, MA 571,451571.5k $23.3m $23.3m 0.88% Added +185.6k +185,637
7 Checchi Capital Advisers, LLC 1.57% of their portfolio BEVERLY HILLS, CA 561,406561.4k $22.9m $22.9m 1.57% Reduced -55.2k -55,170
8 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 400,022400.0k $16.3m $16.3m 0.00% Added +309.7k +309,674
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 339,503339.5k $13.9m $13.9m 0.00% Added +200.4k +200,424
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 311,421311.4k $12.7m $12.7m 0.00% Added +34.1k +34,109
11 Leo Wealth, LLC 0.92% of their portfolio HURST, TX 308,966309.0k $12.6m $12.6m 0.92% Added +171.4k +171,394
12 STERLING INVESTMENT ADVISORS LLC /ADV 5.41% of their portfolio BOLIVAR, MO 276,144276.1k $11.3m $11.3m 5.41% Added +1.5k +1,530
13 Motley Fool Wealth Management, LLC 1.26% of their portfolio ALEXANDRIA, VA 273,039273.0k $11.1m $11.1m 1.26% Added +27.5k +27,522
14 FOSTER & MOTLEY INC 0.54% of their portfolio CINCINNATI, OH 255,579255.6k $10.4m $10.4m 0.54% Added +33.1k +33,111
15 Calamos Advisors LLC 0.04% of their portfolio NAPERVILLE, IL 230,390230.4k $9.4m $9.4m 0.04% Unchanged
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 225,263225.3k $9.2m $9.2m 0.00% Added +45.9k +45,906
17 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 220,000220.0k $9.0m $9.0m 0.00% Unchanged
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 212,485212.5k $8.7m $8.7m 0.00% Reduced -64.1k -64,140
19 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 199,223199.2k $8.1m $8.1m 0.00% Added +17.0k +17,041
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 172,593172.6k $7.0m $7.0m 0.00% Added +38.0k +37,977
21 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 171,776171.8k $7.0m $7.0m 0.00% Added +9.2k +9,200
22 LAM GROUP, INC. 2.99% of their portfolio LAKE OSWEGO, OR 133,280133.3k $5.4m $5.4m 2.99% Added +11.1k +11,110
23 Lifetime Wealth Management P.C. 2.59% of their portfolio ROCKWALL, TX 111,602111.6k $4.6m $4.6m 2.59% Reduced -3.6k -3,589
24 Sarasin & Partners LLP 0.05% of their portfolio London, X0 107,229107.2k $4.4m $4.4m 0.05% New
25 MASECO LLP 0.12% of their portfolio LONDON, X0 96,81896.8k $4.0m $4.0m 0.12% Reduced -28.2k -28,206
26 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 95,45695.5k $3.9m $3.9m 0.00% Added +17.4k +17,383
27 New Capital Management LP 0.90% of their portfolio HOUSTON, TX 89,76489.8k $3.7m $3.7m 0.90% Added +26.4k +26,381
28 Walkner Condon Financial Advisors LLC 0.47% of their portfolio MADISON, WI 86,48786.5k $3.5m $3.5m 0.47% Added +67.1k +67,137
29 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.02% of their portfolio Madrid, U3 81,19581.2k $3.3m $3.3m 0.02% Unchanged
30 Liberty Atlantic Advisors LLC 2.66% of their portfolio ALLEN, TX 76,20276.2k $3.1m $3.1m 2.66% Added +31.6k +31,578
31 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 72,50072.5k $3.0m $3.0m 0.02% Added +11.7k +11,683
32 Haven Private, LLC 0.95% of their portfolio ORLANDO, FL 53,32353.3k $2.2m $2.2m 0.95% Reduced -3.2k -3,229
33 Obsido Oy 1.29% of their portfolio TAMPERE, H9 52,21652.2k $2.1m $2.1m 1.29% Added +1.1k +1,104
34 Bank Julius Baer & Co. Ltd, Zurich 0.01% of their portfolio ZURICH, V8 46,59046.6k $1.9m $1.9m 0.01% Added +19.2k +19,204
35 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 45,07645.1k $1.8m $1.8m 0.01% Reduced -14.5k -14,484
36 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 43,62343.6k $1.8m $1.8m 0.00% Added +7.5k +7,505
37 RHS Financial, LLC 0.81% of their portfolio SAN FRANCISCO, CA 41,69841.7k $1.7m $1.7m 0.81% Added +12.4k +12,426
38 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 39,66139.7k $1.6m $1.6m 0.00% Added +30.9k +30,932
39 Union Bancaire Privee, UBP SA 0.02% of their portfolio GENEVA 1, V8 38,44238.4k $1.5m $1.5m 0.02% Added +14.1k +14,090
40 GUIDANCE CAPITAL, INC 0.36% of their portfolio LOUSVILLE, KY 37,96638.0k $1.6m $1.6m 0.36% Added +29.3k +29,266
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 37,10337.1k $1.5m $1.5m 0.00% Added +18.0k +18,024
42 Wealth Advisory Solutions, LLC 0.33% of their portfolio ZIONSVILLE, IN 36,28836.3k $1.5m $1.5m 0.33% New
43 KITCHING PARTNERS, LLC 1.34% of their portfolio CONSHOHOCKEN, PA 35,60535.6k $1.5m $1.5m 1.34% Added +7.4k +7,402
44 Nilsine Partners, LLC 0.12% of their portfolio GREENWOOD VILLAGE, CO 35,37735.4k $1.5m $1.5m 0.12% Reduced -6 -6
45 Forum Finance Group S.A. 0.62% of their portfolio GENEVA, V8 34,93034.9k $1.1m $1.1m 0.62% First filing
46 Pictet North America Advisors SA 0.14% of their portfolio GENEVA 73, V8 33,78933.8k $1.4m $1.4m 0.14% Added +3.1k +3,117
47 VICUS CAPITAL 0.10% of their portfolio STATE COLLEGE, PA 33,32433.3k $1.4m $1.4m 0.10% Added +7.0k +6,980
48 VIEWPOINT INVESTMENT PARTNERS CORP 0.60% of their portfolio CALGARY, A0 31,70031.7k $1.3m $1.3m 0.60% Reduced -9.9k -9,900
49 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 30,35130.4k $1.2m $1.2m 0.02% Reduced -286 -286
50 FMR LLC 0.00% of their portfolio BOSTON, MA 30,16430.2k $1.2m $1.2m 0.00% Added +4.9k +4,856
51 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 29,34929.3k $1.2m $1.2m 0.00% Reduced -652 -652
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 27,77427.8k $1.1m $1.1m 0.00% Reduced -7.6k -7,575
53 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,28527.3k $1.1m $1.1m 0.00% Added +21.6k +21,601
54 RWA WEALTH PARTNERS, LLC 0.01% of their portfolio BOSTON, MA 26,58826.6k $1.1m $1.1m 0.01% Reduced -156.4k -156,391
55 BARINGS LLC 0.02% of their portfolio CHARLOTTE, NC 25,70025.7k $1.0m $1.0m 0.02% New
56 Keystone Global Partners, LLC 0.42% of their portfolio DENVER, CO 23,45023.4k $956.8k $956.8k 0.42% New
57 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 22,89122.9k $934.0k $934.0k 0.00% Reduced -2.8k -2,820
58 Alteri Wealth LLC 0.26% of their portfolio WESTLAKE VILLAGE, CA 19,69119.7k $803.4k $803.4k 0.26% New
59 OAK FAMILY ADVISORS, LLC 0.21% of their portfolio CHICAGO, IL 16,96617.0k $692.2k $692.2k 0.21% Reduced -5.7k -5,735
60 Whitcomb & Hess, Inc. 0.15% of their portfolio ASHLAND, OH 15,55915.6k $634.8k $634.8k 0.15% Added +465 +465
61 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,01615.0k $607.0k $607.0k 0.00% Reduced -2.2k -2,187
62 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 14,42714.4k $588.6k $588.6k 0.00% Reduced -23 -23
63 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 13,53313.5k $552.2k $552.2k 0.00% New
64 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 13,35013.3k $544.7k $544.7k 0.00% New
65 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 12,60012.6k $514.1k $514.1k 0.00% Added +9.3k +9,300
66 Chesley Taft & Associates LLC 0.02% of their portfolio CHICAGO, IL 12,15512.2k $495.9k $495.9k 0.02% Added +1.7k +1,685
67 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 11,88011.9k $484.7k $484.7k 0.00% Added +350 +350
68 Comprehensive Money Management Services LLC 0.31% of their portfolio CORAL GABLES, FL 11,57511.6k $472.3k $472.3k 0.31% Unchanged
69 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,37211.4k $464.0k $464.0k 0.00% New
70 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,97611.0k $447.8k $447.8k 0.00% Reduced -160 -160
71 LEAVELL INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio MOBILE, AL 10,92310.9k $445.7k $445.7k 0.02% Added +3.4k +3,397
72 Purpose Unlimited Inc. 0.02% of their portfolio TORONTO, A6 10,75610.8k $438.6k $438.6k 0.02% New
73 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 10,65310.7k $434.6k $434.6k 0.01% Added +3.0k +3,024
74 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 10,57810.6k $431.6k $431.6k 0.00% Added +324 +324
75 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 10,45610.5k $427.0k $427.0k 0.00% Added +426 +426
76 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 10,24710.2k $418.1k $418.1k 0.00% Reduced -4.7k -4,676
77 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 9,9279.9k $405.0k $405.0k 0.00% Unchanged
78 Maridea Wealth Management LLC 0.06% of their portfolio BROOKLYN, NY 9,8849.9k $403.3k $403.3k 0.06% New
79 CHAPMAN FINANCIAL GROUP, LLC 0.28% of their portfolio KAILUA, HI 9,5519.6k $389.7k $389.7k 0.28% New
80 WBH ADVISORY INC 0.03% of their portfolio BALTIMORE, MD 9,3189.3k $381.9k $381.9k 0.03% Reduced -64 -64
81 Trivium Point Advisory, LLC 0.06% of their portfolio WILTON, CT 8,7508.8k $357.0k $357.0k 0.06% Added +2.6k +2,650
82 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 7,8577.9k $320.6k $320.6k 0.00% Added +245 +245
83 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 7,3297.3k $299.0k $299.0k 0.00% New
84 Rosenberg Matthew Hamilton 0.06% of their portfolio GRAND JUNCTION, CO 6,9336.9k $282.9k $282.9k 0.06% Reduced -26 -26
85 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,6526.7k $272.7k $272.7k 0.00% Added +3.9k +3,850
86 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 6,6066.6k $269.5k $269.5k 0.00% New
87 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,5626.6k $267.8k $267.8k 0.00% Added +699 +699
88 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 6,5206.5k $266.0k $266.0k 0.00% Unchanged
89 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 6,4136.4k $261.6k $261.6k 0.00% Added +927 +927
90 Composition Wealth, LLC 0.00% of their portfolio LOS ANGELES, CA 6,2626.3k $255.5k $255.5k 0.00% New
91 Insight Advisors, LLC/ PA 0.05% of their portfolio Newtown, PA 6,1196.1k $249.7k $249.7k 0.05% Added +49 +49
92 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 5,7735.8k $235.5k $235.5k 0.00% New
93 Tortoise Investment Management, LLC 0.02% of their portfolio WHITE PLAINS, NY 5,7505.8k $234.6k $234.6k 0.02% Unchanged
94 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 5,6875.7k $232.0k $232.0k 0.01% New
95 CITY NATIONAL BANK OF FLORIDA /MSD 0.12% of their portfolio CORAL GABLES, FL 5,0895.1k $207.6k $207.6k 0.12% Unchanged
96 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 4,8814.9k $199.1k $199.1k 0.00% New
97 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 4,8104.8k $197.5k $197.5k 0.00% New
98 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,0914.1k $166.9k $166.9k 0.00% Unchanged
99 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 3,7003.7k $151.0k $151.0k 0.00% Added +2.2k +2,200
100 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 2,9773.0k $121.5k $121.5k 0.00% Added +2.1k +2,104