Vault-13

ISHARES INC EEMV

MSCI EMERG MRKT · ETP · CUSIP 464286533

487 institutional holders +45 vs Q3 2022
133,688,810133.7m shares reported held*
$7.1bnreported value*
65 new 221 added 120 reduced 40 sold out net bought ≈ $1.0bn (+19.5m 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 ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.80. Options: 2 managers hold calls ($26.6m notional), 0 hold puts (—).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 442Q4 22: 487487Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022442
Q4 2022487

Calls vs puts

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

CallsPuts
$0$10m$20m$30mQ3 22 calls: $0Q3 22 puts: $0Q3 22P/C —Q4 22 calls: $26.6mQ4 22 puts: $0Q4 22P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2022$0$0—
Q4 2022$26.6m$00.00

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +5,455,128+5.5m
JANE STREET GROUP, LLC New +1,800,756+1.8m
Hackensack Meridian Health, Inc. New +1,728,879+1.7m
JPMORGAN CHASE & CO Added +1,697,713+1.7m
FMR LLC Added +1,255,065+1.3m
LPL Financial LLC Added +1,032,922+1.0m
Cetera Investment Advisers Added +698,085+698.1k
BlackRock Inc. Added +638,684+638.7k
OSAIC HOLDINGS, INC. Added +526,681+526.7k
PARK AVENUE SECURITIES LLC Added +521,579+521.6k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -717,087-717.1k
TEACHER RETIREMENT SYSTEM OF TEXAS Reduced -182,092-182.1k
Keystone Financial Services Sold out -151,452-151.5k
Laurel Wealth Advisors, Inc. Reduced -136,146-136.1k
RFG Advisory, LLC Sold out -122,544-122.5k
Venturi Wealth Management, LLC Reduced -112,869-112.9k
Tri-Star Advisors Inc. Sold out -105,808-105.8k
Mitsubishi UFJ Asset Management Co., Ltd. Reduced -102,750-102.8k
Karpus Management, Inc. Reduced -84,798-84.8k
Southern Wealth Management, LLP Reduced -73,426-73.4k

Biggest calls

CIBC WORLD MARKET INC. New $26.5m500.0k shares
CITADEL ADVISORS LLC New $53.0k1.0k 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
FMR LLC 13G · institution new · filed 2026-05-06 6.0% new 2.9m≈ $221.5m 2026-05-06

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.19% of their portfolio CHARLOTTE, NC 28,482,85228.5m $1.5bn $1.5bn 0.19% Reduced -717.1k -717,087
2 ENVESTNET ASSET MANAGEMENT INC 0.78% of their portfolio Berwyn, PA 28,386,32928.4m $1.5bn $1.5bn 0.78% Added +5.5m +5,455,128
3 BlackRock Inc. 0.01% of their portfolio New York, NY 8,332,8818.3m $442.1m $442.1m 0.01% Added +638.7k +638,684
4 LPL Financial LLC 0.29% of their portfolio FORT MILL, SC 6,306,3326.3m $334.6m $334.6m 0.29% Added +1.0m +1,032,922
5 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 5,269,8765.3m $279.6m $279.6m 0.03% Added +223.5k +223,512
6 CWM, LLC 1.59% of their portfolio OMAHA, NE 4,056,3164.1m $215.2m $215.2m 1.59% Added +329.2k +329,158
7 OSAIC HOLDINGS, INC. 0.31% of their portfolio SCOTTSDALE, AZ 2,892,7062.9m $153.5m $153.5m 0.31% Added +526.7k +526,681
8 PARK AVENUE SECURITIES LLC 2.55% of their portfolio NEW YORK, NY 2,708,2992.7m $143.7m $143.7m 2.55% Added +521.6k +521,579
9 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 2,060,8352.1m $109.3m $109.3m 0.02% Added +1.7m +1,697,713
10 FMR LLC 0.01% of their portfolio BOSTON, MA 2,047,2022.0m $108.6m $108.6m 0.01% Added +1.3m +1,255,065
11 JANE STREET GROUP, LLC 0.18% of their portfolio NEW YORK, NY 1,800,7561.8m $95.5m $95.5m 0.18% New
12 Hackensack Meridian Health, Inc. 11.35% of their portfolio EDISON, NJ 1,728,8791.7m $80.7m $80.7m 11.35% New
13 Janney Montgomery Scott LLC 0.34% of their portfolio PHILADELPHIA, PA 1,638,6561.6m $86.9m $86.9m 0.34% Reduced -28.4k -28,446
14 MML INVESTORS SERVICES, LLC 0.54% of their portfolio SPRINGFIELD, MA 1,562,9201.6m $82.9m $82.9m 0.54% Added +343.7k +343,715
15 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,557,8761.6m $82.6m $82.6m 0.03% Reduced -28.2k -28,237
16 UBS Group AG 0.04% of their portfolio ZURICH, V8 1,500,9601.5m $79.6m $79.6m 0.04% Added +359.8k +359,767
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.12% of their portfolio MILWAUKEE, WI 1,490,0371.5m $79.0m $79.0m 0.12% Added +308.5k +308,453
18 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,410,1581.4m $74.8m $74.8m 0.03% Added +237.1k +237,145
19 Wharton Business Group, LLC 4.28% of their portfolio MALVERN, PA 1,391,9221.4m $73.8m $73.8m 4.28% Added +372.1k +372,103
20 COMMONWEALTH EQUITY SERVICES, LLC 0.12% of their portfolio WALTHAM, MA 911,926911.9k $48.4m $48.4m 0.12% Added +123.5k +123,482
21 Cetera Investment Advisers 0.42% of their portfolio SCHAUMBURG, IL 859,256859.3k $45.6m $45.6m 0.42% Added +698.1k +698,085
22 Vestcor Inc 1.58% of their portfolio FREDERICTON, A3 812,717812.7k $43.1m $43.1m 1.58% Added +15.0k +15,000
23 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 783,608783.6k $41.6m $41.6m 0.01% Added +125.3k +125,260
24 TEACHER RETIREMENT SYSTEM OF TEXAS 0.28% of their portfolio AUSTIN, TX 733,868733.9k $38.9m $38.9m 0.28% Reduced -182.1k -182,092
25 JB Capital LLC 3.70% of their portfolio WETHERSFIELD, CT 712,028712.0k $37.8m $37.8m 3.70% Added +217.6k +217,601
26 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 549,199549.2k $29.1m $29.1m 0.05% Reduced -58.0k -57,953
27 WEALTHSOURCE PARTNERS, LLC 2.06% of their portfolio SAN LUIS OBISPO, CA 547,537547.5k $29.0m $29.0m 2.06% Reduced -38.2k -38,170
28 MERCER GLOBAL ADVISORS INC /ADV 0.14% of their portfolio DENVER, CO 528,557528.6k $28.0m $28.0m 0.14% Reduced -29.4k -29,391
29 New York Life Investment Management LLC 0.32% of their portfolio New York, NY 528,458528.5k $28.0m $28.0m 0.32% Reduced -49.5k -49,545
30 Integrated Wealth Concepts LLC 0.74% of their portfolio WALTHAM, MA 510,914510.9k $27.1m $27.1m 0.74% Added +283.4k +283,385
31 NewEdge Advisors, LLC 0.11% of their portfolio NEW ORLEANS, LA 495,458495.5k $4.3m $4.3m 0.11% Added +207.1k +207,081
32 BerganKDV Wealth Management, LLC 2.81% of their portfolio BLOOMINGTON, MN 489,474489.5k $26.0m $26.0m 2.81% Reduced -43.7k -43,734
33 SECURIAN ASSET MANAGEMENT, INC 0.62% of their portfolio ST PAUL, MN 419,876419.9k $22.3m $22.3m 0.62% Added +36.6k +36,560
34 Kestra Advisory Services, LLC 0.20% of their portfolio AUSTIN, TX 419,498419.5k $22.3m $22.3m 0.20% Added +158.0k +158,000
35 AE Wealth Management LLC 0.16% of their portfolio TOPEKA, KS 408,354408.4k $21.7m $21.7m 0.16% Added +59.2k +59,217
36 Raymond James Financial Services Advisors, Inc. 0.04% of their portfolio ST. PETERSBURG, FL 407,705407.7k $21.6m $21.6m 0.04% Added +106.0k +105,957
37 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 366,950366.9k $19.5m $19.5m 0.03% Added +65.5k +65,455
38 Cetera Advisor Networks LLC 0.15% of their portfolio EL SEGUNDO, CA 353,645353.6k $18.8m $18.8m 0.15% Added +272.9k +272,906
39 Mariner, LLC 0.06% of their portfolio Overland Park, KS 351,215351.2k $18.6m $18.6m 0.06% Reduced -3.2k -3,155
40 Stokes Family Office, LLC 2.28% of their portfolio NEW ORLEANS, LA 333,232333.2k $17.7m $17.7m 2.28% Added +88.5k +88,474
41 CreativeOne Wealth, LLC 0.97% of their portfolio OVERLAND PARK, KS 333,030333.0k $17.7m $17.7m 0.97% Added +18.1k +18,121
42 Foundations Investment Advisors, LLC 0.69% of their portfolio PHOENIX, AZ 325,452325.5k $17.3m $17.3m 0.69% Added +60.8k +60,843
43 Parallel Advisors, LLC 0.75% of their portfolio SAN FRANCISCO, CA 324,699324.7k $17.2m $17.2m 0.75% Added +27.6k +27,588
44 Atria Wealth Solutions, Inc. 0.28% of their portfolio NEW YORK, NY 324,609324.6k $17.2m $17.2m 0.28% Added +58.7k +58,701
45 AVANTAX ADVISORY SERVICES, INC. 0.22% of their portfolio DALLAS, TX 304,838304.8k $16.2m $16.2m 0.22% Added +112.6k +112,617
46 Brookstone Capital Management 0.34% of their portfolio WHEATON, IL 302,543302.5k $16.5m $16.5m 0.34% Added +42.1k +42,103
47 J.P. Morgan Private Wealth Advisors LLC 0.03% of their portfolio SAN FRANCISCO, CA 287,781287.8k $15.3m $15.3m 0.03% Added +179.6k +179,551
48 Symmetry Partners, LLC 0.90% of their portfolio GLASTONBURY, CT 286,526286.5k $15.2m $15.2m 0.90% Added +18.8k +18,846
49 Atria Investments, Inc 0.30% of their portfolio Charlotte, NC 276,905276.9k $14.7m $14.7m 0.30% Added +78.6k +78,605
50 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 275,919275.9k $14.6m $14.6m 0.08% Added +18.9k +18,882
51 Brio Consultants, LLC 2.78% of their portfolio SAN FRANCISCO, CA 263,486263.5k $14.0m $14.0m 2.78% Added +18.1k +18,141
52 Intelligence Driven Advisers, LLC 2.54% of their portfolio CARLSBAD, CA 253,553253.6k $13.9m $13.9m 2.54% Reduced -11.9k -11,859
53 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 247,204247.2k $13.1m $13.1m 0.01% Added +23.0k +22,991
54 Icon Wealth Advisors, LLC 1.41% of their portfolio HOUSTON, TX 231,219231.2k $12.3m $12.3m 1.41% Added +25.5k +25,523
55 High Falls Advisors, Inc 3.81% of their portfolio ROCHESTER, NY 230,418230.4k $12.2m $12.2m 3.81% Added +32.9k +32,918
56 PRUDENTIAL FINANCIAL INC 0.02% of their portfolio NEWARK, NJ 226,434226.4k $12.0m $12.0m 0.02% Added +73.8k +73,844
57 Southern Wealth Management, LLP 4.81% of their portfolio Dallas, TX 225,516225.5k $12.0m $12.0m 4.81% Reduced -73.4k -73,426
58 Blue Trust, Inc. 0.20% of their portfolio BRENTWOOD, TN 222,332222.3k $11.3m $11.3m 0.20% Reduced -18.6k -18,614
59 Lester Murray Antman dba SimplyRich 4.57% of their portfolio CARLSBAD, CA 216,378216.4k $11.5m $11.5m 4.57% Reduced -3.1k -3,075
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 202,476202.5k $10.7m $10.7m 0.00% Reduced -24.4k -24,443
61 Cetera Advisors LLC 0.19% of their portfolio DENVER, CO 196,575196.6k $10.4m $10.4m 0.19% Added +145.3k +145,255
62 Sharkey, Howes & Javer 2.36% of their portfolio DENVER, CO 193,591193.6k $10.3m $10.3m 2.36% Reduced -17.5k -17,475
63 Karpus Management, Inc. 0.34% of their portfolio Pittsford, NY 191,389191.4k $10.2m $10.2m 0.34% Reduced -84.8k -84,798
64 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 189,422189.4k $10.0m $10.0m 0.01% Reduced -19.9k -19,944
65 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2.89% of their portfolio INDIANAPOLIS, IN 188,334188.3k $10.0m $10.0m 2.89% Added +64.1k +64,056
66 Pettinga Financial Advisors LLC 3.26% of their portfolio EVANSVILLE, IN 188,215188.2k $10.0m $10.0m 3.26% Reduced -5.9k -5,915
67 Wade Financial Advisory, Inc 4.35% of their portfolio CAMPBELL, CA 181,135181.1k $9.6m $9.6m 4.35% Reduced -31.5k -31,479
68 SteelPeak Wealth, LLC 0.66% of their portfolio WOODLAND HILLS, CA 169,390169.4k $9.0m $9.0m 0.66% Added +18.4k +18,408
69 Parsec Financial Management, Inc. 0.39% of their portfolio ASHEVILLE, NC 164,688164.7k $8.7m $8.7m 0.39% Added +109.9k +109,874
70 ANDERSON HOAGLAND & CO 1.29% of their portfolio ST LOUIS, MO 161,486161.5k $8.9m $8.9m 1.29% Added +6.2k +6,243
71 Cerity Partners OCIO LLC 0.27% of their portfolio New York, NY 160,357160.4k $8.5m $8.5m 0.27% Reduced -33.9k -33,884
72 Steward Partners Investment Advisory, LLC 0.14% of their portfolio STAMFORD, CT 160,169160.2k $8.5m $8.5m 0.14% Added +7.4k +7,359
73 Carr Financial Group Corp 4.44% of their portfolio WORCESTER, MA 158,998159.0k $8.4m $8.4m 4.44% First filing
74 B. Riley Wealth Advisors, Inc. 0.22% of their portfolio MEMPHIS, TN 150,963151.0k $8.0m $8.0m 0.22% Added +40.5k +40,462
75 Frontier Asset Management, LLC 3.54% of their portfolio SHERIDAN, WY 145,715145.7k $7.7m $7.7m 3.54% Added +102.4k +102,399
76 Merit Financial Group, LLC 0.27% of their portfolio ALPHARETTA, GA 142,195142.2k $7.5m $7.5m 0.27% Added +40.9k +40,932
77 Stone House Investment Management, LLC 2.69% of their portfolio TUNKHANNOCK, PA 142,125142.1k $7.5m $7.5m 2.69% Added +19.4k +19,410
78 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 139,826139.8k $7.4m $7.4m 0.04% Reduced -8.8k -8,830
79 PAX Financial Group, LLC 1.85% of their portfolio SAN ANTONIO, TX 137,264137.3k $7.3m $7.3m 1.85% Added +8.8k +8,849
80 JOURNEY STRATEGIC WEALTH LLC 0.82% of their portfolio SUMMIT, NJ 131,013131.0k $7.0m $7.0m 0.82% Added +25.6k +25,641
81 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 130,398130.4k $6.9m $6.9m 0.02% Added +20.1k +20,065
82 Friedenthal Financial 4.74% of their portfolio MARLTON, NJ 128,494128.5k $6.8m $6.8m 4.74% Added +766 +766
83 SageView Advisory Group, LLC 0.55% of their portfolio Newport Beach, CA 128,302128.3k $6.8m $6.8m 0.55% First filing
84 Apella Capital, LLC 0.61% of their portfolio WEST HARTFORD, CT 127,049127.0k $6.7m $6.7m 0.61% Added +14.0k +13,964
85 Equitable Holdings, Inc. 0.12% of their portfolio NEW YORK, NY 126,239126.2k $6.7m $6.7m 0.12% Added +13.1k +13,099
86 Northwest Capital Management Inc 3.37% of their portfolio Lake Oswego, OR 119,682119.7k $6.3m $6.3m 3.37% Added +12.5k +12,462
87 Orion Portfolio Solutions, LLC 0.21% of their portfolio Omaha, NE 115,330115.3k $6.1m $6.1m 0.21% Added +27.3k +27,349
88 Day & Ennis, LLC 2.35% of their portfolio MACON, GA 114,547114.5k $6.1m $6.1m 2.35% Added +14.0k +14,020
89 Detalus Advisors, LLC 2.93% of their portfolio ST. LOUIS, MO 113,258113.3k $6.0m $6.0m 2.93% Added +29.0k +28,996
90 COMERICA SECURITIES,INC. 0.43% of their portfolio DETROIT, MI 112,965113.0k $6.0m $6.0m 0.43% Added +10.5k +10,542
91 Kelly Financial Services LLC 3.12% of their portfolio BRAINTREE, MA 111,676111.7k $5.9m $5.9m 3.12% Added +3.2k +3,170
92 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.48% of their portfolio BIRMINGHAM, AL 111,554111.6k $5.9m $5.9m 0.48% Added +15.9k +15,854
93 Archford Capital Strategies, LLC 1.35% of their portfolio SWANSEA, IL 110,737110.7k $5.9m $5.9m 1.35% Added +1.7k +1,727
94 Well Done, LLC 1.18% of their portfolio HOLLAND, MI 103,662103.7k $5.5m $5.5m 1.18% Added +370 +370
95 Cardinal Strategic Wealth Guidance 2.63% of their portfolio LOUISVILLE, KY 102,935102.9k $5.5m $5.5m 2.63% New
96 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 99,23599.2k $5.3m $5.3m 0.01% Added +25.6k +25,646
97 Trek Financial, LLC 0.52% of their portfolio Scottsdale, AZ 98,41798.4k $5.2m $5.2m 0.52% Added +28.2k +28,199
98 Edmonds Duncan Registered Investment Advisors, LLC 1.70% of their portfolio LAWRENCE, KS 98,26098.3k $5.2m $5.2m 1.70% Added +14.2k +14,151
99 Scarborough Advisors, LLC 1.36% of their portfolio ANNAPOLIS, MD 95,78495.8k $5.1m $5.1m 1.36% Added +9.8k +9,833
100 Executive Wealth Management, LLC 0.61% of their portfolio BRIGHTON, MI 93,14693.1k $4.9m $4.9m 0.61% Added +88.5k +88,489