Vault-13

ISHARES INC EEMV

MSCI EMERG MRKT · ETP · CUSIP 464286533

330 institutional holders -18 vs Q4 2024
39,542,20639.5m shares reported held*
$2.3bnreported value*
21 new 82 added 138 reduced 37 sold out net bought ≈ $3.5m (+260.0k 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 ($3.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $58.03.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 442Q4 22: 487Q1 23: 392Q2 23: 368Q3 23: 357Q4 23: 351Q1 24: 327Q2 24: 339Q3 24: 337Q4 24: 348Q1 25: 330330Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022442
Q4 2022487
Q1 2023392
Q2 2023368
Q3 2023357
Q4 2023351
Q1 2024327
Q2 2024339
Q3 2024337
Q4 2024348
Q1 2025330

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 23: 134 bought or addedQ2 23: 217 cut or sold outQ3 23: 110 bought or addedQ3 23: 199 cut or sold outQ3 23Q4 23: 117 bought or addedQ4 23: 213 cut or sold outQ1 24: 111 bought or addedQ1 24: 193 cut or sold outQ1 24Q2 24: 121 bought or addedQ2 24: 174 cut or sold outQ3 24: 100 bought or addedQ3 24: 185 cut or sold outQ3 24Q4 24: 129 bought or addedQ4 24: 158 cut or sold outQ1 25: 103 bought or addedQ1 25: 175 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023134217
Q3 2023110199
Q4 2023117213
Q1 2024111193
Q2 2024121174
Q3 2024100185
Q4 2024129158
Q1 2025103175

Calls vs puts

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

CallsPuts
$0$5m$10m$15mQ2 24 calls: $14.9mQ2 24 puts: $17.2kQ2 24P/C 0.00Q3 24 calls: $25.1kQ3 24 puts: $0Q3 24P/C 0.00Q4 24 calls: $81.2kQ4 24 puts: $7.3mQ4 24P/C 89.36Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$14.9m$17.2k0.00
Q3 2024$25.1k$00.00
Q4 2024$81.2k$7.3m89.36
Q1 2025$0$0—

Biggest buyers

UBS Group AG Added +826,558+826.6k
Banco Santander, S.A. Added +234,632+234.6k
Wilshire Advisors LLC New +222,214+222.2k
Modern Wealth Management, LLC New +114,663+114.7k
Venturi Wealth Management, LLC Added +110,667+110.7k
JPMORGAN CHASE & CO Added +96,288+96.3k
MORGAN STANLEY Added +43,652+43.7k
Vestcor Inc Added +40,847+40.8k
Quadrature Capital Ltd New +38,401+38.4k
CITIGROUP INC Added +32,345+32.3k

Biggest sellers

OLD MISSION CAPITAL LLC Sold out -437,394-437.4k
BlackRock, Inc. Reduced -224,263-224.3k
FMR LLC Reduced -95,062-95.1k
Archford Capital Strategies, LLC Reduced -85,773-85.8k
RENAISSANCE TECHNOLOGIES LLC Sold out -68,000-68.0k
Friedenthal Financial Reduced -60,339-60.3k
Kingsview Wealth Management, LLC Sold out -57,802-57.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -49,883-49.9k
LPL Financial LLC Reduced -41,506-41.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -41,088-41.1k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 13,284,24813.3m $775.0m $775.0m 0.07% Reduced -13.0k -12,960
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,523,6682.5m $147.2m $147.2m 0.00% Reduced -224.3k -224,263
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,345,7202.3m $136.8m $136.8m 0.01% Added +43.7k +43,652
4 Wharton Business Group, LLC 6.04% of their portfolio MALVERN, PA 2,288,1502.3m $133.5m $133.5m 6.04% Added +27.1k +27,115
5 FMR LLC 0.01% of their portfolio BOSTON, MA 1,953,9262.0m $114.0m $114.0m 0.01% Reduced -95.1k -95,062
6 UBS Group AG 0.03% of their portfolio ZURICH, V8 1,940,1931.9m $113.2m $113.2m 0.03% Added +826.6k +826,558
7 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,718,1471.7m $100.2m $100.2m 0.03% Reduced -37.3k -37,270
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 883,469883.5k $51.5m $51.5m 0.04% Reduced -41.1k -41,088
9 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 759,764759.8k $44.3m $44.3m 0.01% Reduced -49.9k -49,883
10 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 639,915639.9k $37.3m $37.3m 0.01% Reduced -14.4k -14,352
11 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 603,477603.5k $35.2m $35.2m 0.01% Reduced -41.5k -41,506
12 TEACHER RETIREMENT SYSTEM OF TEXAS 0.14% of their portfolio AUSTIN, TX 567,043567.0k $33.1m $33.1m 0.14% Unchanged
13 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 316,265316.3k $18.5m $18.5m 0.02% Unchanged
14 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 311,161311.2k $18.2m $18.2m 0.01% Reduced -22.6k -22,645
15 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 298,871298.9k $17.4m $17.4m 0.04% Added +6.2k +6,245
16 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 279,762279.8k $16.3m $16.3m 0.02% Added +2.3k +2,310
17 BURKETT FINANCIAL SERVICES, LLC 6.49% of their portfolio ROCK HILL, SC 273,176273.2k $15.9m $15.9m 6.49% Added +10.5k +10,546
18 Banco Santander, S.A. 0.17% of their portfolio Madrid, U3 265,244265.2k $15.5m $15.5m 0.17% Added +234.6k +234,632
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 262,260262.3k $15.3m $15.3m 0.00% Added +96.3k +96,288
20 Lester Murray Antman dba SimplyRich 4.35% of their portfolio CARLSBAD, CA 257,474257.5k $15.0m $15.0m 4.35% Reduced -2.6k -2,649
21 SECURIAN ASSET MANAGEMENT, INC 0.43% of their portfolio ST PAUL, MN 242,456242.5k $14.1m $14.1m 0.43% Unchanged
22 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 232,340232.3k $13.6m $13.6m 0.03% Reduced -6.6k -6,562
23 Wilshire Advisors LLC 3.86% of their portfolio Santa Monica, CA 222,214222.2k $1.2m $1.2m 3.86% New
24 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 221,006221.0k $12.9m $12.9m 0.01% Reduced -8.2k -8,160
25 Vestcor Inc 0.42% of their portfolio FREDERICTON, A3 215,065215.1k $12.5m $12.5m 0.42% Added +40.8k +40,847
26 Mariner, LLC 0.02% of their portfolio Overland Park, KS 207,559207.6k $12.1m $12.1m 0.02% Reduced -7.3k -7,270
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 195,158195.2k $11.4m $11.4m 0.00% Reduced -21.4k -21,402
28 Brio Consultants, LLC 1.78% of their portfolio SAN FRANCISCO, CA 194,172194.2k $11.3m $11.3m 1.78% Reduced -34.6k -34,628
29 Frontier Asset Management, LLC 2.89% of their portfolio SHERIDAN, WY 170,550170.6k $9.9m $9.9m 2.89% Reduced -19.1k -19,114
30 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 169,984170.0k $9.9m $9.9m 0.01% Reduced -379 -379
31 Brookstone Capital Management 0.14% of their portfolio WHEATON, IL 169,009169.0k $9.9m $9.9m 0.14% Added +4.0k +3,959
32 ANDERSON HOAGLAND & CO 1.06% of their portfolio ST LOUIS, MO 164,804164.8k $8.9m $8.9m 1.06% Added +17.2k +17,219
33 Modera Wealth Management, LLC 0.13% of their portfolio WESTWOOD, NJ 159,967160.0k $9.3m $9.3m 0.13% Added +45 +45
34 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 156,412156.4k $9.1m $9.1m 0.02% Reduced -4.2k -4,213
35 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 155,218155.2k $9.1m $9.1m 0.02% Added +5.6k +5,566
36 Alaska Permanent Fund Corp 0.11% of their portfolio JUNEAU, AK 132,854132.9k $7.9m $7.9m 0.11% Unchanged
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 126,719126.7k $7.4m $7.4m 0.01% Reduced -5.5k -5,464
38 Wade Financial Advisory, Inc 2.38% of their portfolio CAMPBELL, CA 119,049119.0k $6.9m $6.9m 2.38% Added +1.4k +1,376
39 JMAC ENTERPRISES LLC 1.60% of their portfolio NEWTOWN, PA 115,371115.4k $6.7m $6.7m 1.60% Added +3.2k +3,166
40 Modern Wealth Management, LLC 0.21% of their portfolio KANSAS CITY, MO 114,663114.7k $6.7m $6.7m 0.21% New
41 Venturi Wealth Management, LLC 0.34% of their portfolio AUSTIN, TX 111,236111.2k $6.5m $6.5m 0.34% Added +110.7k +110,667
42 Beacon Bridge Wealth Partners, LLC 2.68% of their portfolio LOWER GWYNEDD, PA 107,538107.5k $6.3m $6.3m 2.68% Added +2.4k +2,402
43 AVANTAX ADVISORY SERVICES, INC. 0.04% of their portfolio DALLAS, TX 101,523101.5k $5.9m $5.9m 0.04% Added +15.0k +14,997
44 Friedenthal Financial 3.49% of their portfolio MARLTON, NJ 100,166100.2k $5.8m $5.8m 3.49% Reduced -60.3k -60,339
45 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 98,38498.4k $5.7m $5.7m 0.01% Reduced -2.3k -2,337
46 Symmetry Partners, LLC 0.79% of their portfolio GLASTONBURY, CT 97,55297.6k $5.7m $5.7m 0.79% Added +4.3k +4,285
47 Well Done, LLC 0.95% of their portfolio HOLLAND, MI 90,31790.3k $5.2m $5.2m 0.95% Reduced -2.2k -2,179
48 Pallas Capital Advisors LLC 0.21% of their portfolio BRAINTREE, MA 86,23186.2k $5.0m $5.0m 0.21% Reduced -4.9k -4,907
49 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 81,99382.0k $4.8m $4.8m 0.01% Added +22.7k +22,749
50 Apella Capital, LLC 0.16% of their portfolio WEST HARTFORD, CT 81,62681.6k $4.6m $4.6m 0.16% Reduced -25.9k -25,890
51 RWA WEALTH PARTNERS, LLC 0.06% of their portfolio BOSTON, MA 77,84177.8k $4.5m $4.5m 0.06% Added +1.4k +1,399
52 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 76,91676.9k $4.5m $4.5m 0.02% Reduced -5.8k -5,843
53 World Investment Advisors 0.11% of their portfolio LINCROFT, NJ 71,40771.4k $4.2m $4.2m 0.11% Reduced -784 -784
54 Idaho Trust Co 1.66% of their portfolio BOISE, ID 69,69269.7k $4.1m $4.1m 1.66% Added +2.9k +2,898
55 MATHER GROUP, LLC. 0.05% of their portfolio CHICAGO, IL 66,89566.9k $3.9m $3.9m 0.05% Reduced -11 -11
56 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 65,17865.2k $3.8m $3.8m 0.01% Reduced -421 -421
57 Sequoia Financial Advisors, LLC 0.03% of their portfolio Akron, OH 64,91164.9k $3.8m $3.8m 0.03% Reduced -24.8k -24,788
58 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 63,31963.3k $3.7m $3.7m 0.01% Added +10.2k +10,232
59 LMG Wealth Partners, LLC 0.81% of their portfolio SHREVEPORT, LA 62,57062.6k $3.7m $3.7m 0.81% Added +1.4k +1,378
60 Horizon Investments, LLC 0.10% of their portfolio Charlotte, NC 57,06957.1k $3.3m $3.3m 0.10% Added +1.7k +1,670
61 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 56,98657.0k $3.3m $3.3m 0.03% Reduced -1.5k -1,459
62 Ifrah Financial Services, Inc. 0.95% of their portfolio Little Rock, AR 56,58056.6k $3.3m $3.3m 0.95% Added +1.3k +1,322
63 FOUNDERS FINANCIAL SECURITIES LLC 0.28% of their portfolio TOWSON, MD 56,40456.4k $3.3m $3.3m 0.28% Added +420 +420
64 COMERICA BANK 0.01% of their portfolio DALLAS, TX 55,34155.3k $3.2m $3.2m 0.01% Added +2.3k +2,317
65 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 50,74350.7k $3.0m $3.0m 0.00% Added +32.3k +32,345
66 CW Advisors, LLC 0.03% of their portfolio BOSTON, MA 45,78045.8k $2.7m $2.7m 0.03% Reduced -98 -98
67 JOURNEY STRATEGIC WEALTH LLC 0.09% of their portfolio SUMMIT, NJ 44,65444.7k $2.6m $2.6m 0.09% Added +1.6k +1,557
68 YHB Investment Advisors, Inc. 0.21% of their portfolio West Hartford, CT 43,67043.7k $2.5m $2.5m 0.21% Added +3.5k +3,497
69 OPPENHEIMER & CO INC 0.04% of their portfolio NEW YORK, NY 42,46842.5k $2.5m $2.5m 0.04% Reduced -134 -134
70 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 40,63840.6k $2.4m $2.4m 0.01% Reduced -9.0k -9,013
71 Quadrature Capital Ltd 0.05% of their portfolio LONDON, X0 38,40138.4k $2.2m $2.2m 0.05% New
72 NBT BANK, N.A. 0.15% of their portfolio NORWICH, NY 36,05036.0k $2.1m $2.1m 0.15% Added +5.9k +5,946
73 JOHNSON INVESTMENT COUNSEL INC 0.02% of their portfolio Cincinnati, OH 34,64034.6k $2.0m $2.0m 0.02% Reduced -100 -100
74 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 33,61733.6k $2.0m $2.0m 0.00% Reduced -3.7k -3,667
75 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 32,53532.5k $1.9m $1.9m 0.00% Added +6.4k +6,364
76 Conservest Capital Advisors, Inc. 0.20% of their portfolio WYNNEWOOD, PA 32,06332.1k $1.9m $1.9m 0.20% Reduced -34 -34
77 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 31,70031.7k $1.8m $1.8m 0.00% First filing
78 PLIMOTH TRUST CO LLC 0.48% of their portfolio SWANSEA, MA 31,68131.7k $1.8m $1.8m 0.48% Added +1.6k +1,638
79 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 31,32531.3k $1.8m $1.8m 0.02% Added +836 +836
80 Parallel Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 29,83129.8k $1.7m $1.7m 0.04% Reduced -613 -613
81 Strategic Blueprint, LLC 0.09% of their portfolio ATLANTA, GA 29,64829.6k $1.7m $1.7m 0.09% Reduced -4.6k -4,593
82 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.05% of their portfolio LOS ANGELES, CA 29,64229.6k $1.7m $1.7m 0.05% Reduced -6.7k -6,705
83 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 29,63429.6k $1.7m $1.7m 0.01% Reduced -1.4k -1,406
84 Johnson & White Wealth Management, LLC 0.96% of their portfolio YORK, PA 29,38129.4k $1.7m $1.7m 0.96% Added +577 +577
85 Archford Capital Strategies, LLC 0.25% of their portfolio SWANSEA, IL 29,20029.2k $1.7m $1.7m 0.25% Reduced -85.8k -85,773
86 Physician Wealth Advisors, Inc. 0.28% of their portfolio MIDVALE, UT 27,97728.0k $1.6m $1.6m 0.28% Reduced -1.0k -1,010
87 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 27,93827.9k $1.6m $1.6m 0.01% Reduced -176 -176
88 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 27,66327.7k $1.6m $1.6m 0.01% Reduced -2.6k -2,621
89 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 27,25127.3k $1.6m $1.6m 0.00% Reduced -54 -54
90 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 27,15927.2k $1.6m $1.6m 0.00% Reduced -8.2k -8,168
91 Mayflower Financial Advisors, LLC 0.24% of their portfolio BOSTON, MA 26,84226.8k $1.6m $1.6m 0.24% Added +358 +358
92 UMB Bank, n.a. 0.03% of their portfolio Kansas City, MO 26,63226.6k $1.6m $1.6m 0.03% Added +1.4k +1,373
93 Dakota Wealth Management 0.04% of their portfolio PALM BEACH GARDENS, FL 26,26026.3k $1.5m $1.5m 0.04% Reduced -747 -747
94 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 26,15226.2k $1.5m $1.5m 0.00% Reduced -26.4k -26,350
95 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 26,11026.1k $1.5m $1.5m 0.01% Reduced -2.2k -2,205
96 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 25,03325.0k $1.5m $1.5m 0.02% Reduced -518 -518
97 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 24,45924.5k $1.4m $1.4m 0.01% Reduced -142 -142
98 RHS Financial, LLC 0.79% of their portfolio SAN FRANCISCO, CA 24,13824.1k $1.4m $1.4m 0.79% Reduced -20.2k -20,192
99 ASPIRIANT, LLC 0.05% of their portfolio San Francisco, CA 24,08024.1k $1.4m $1.4m 0.05% Added +1.4k +1,396
100 Daiwa Securities Group Inc. 0.01% of their portfolio CHIYODA-KU,TOKYO, M0 23,70023.7k $1.4m $1.4m 0.01% Added +1.4k +1,400