Vault-13

ISHARES INC EMGF

EMNG MKTS EQT · ETP · CUSIP 46434G889

99 institutional holders +3 vs Q3 2022
21,381,23621.4m shares reported held*
$877.9mreported value*
15 new 33 added 33 reduced 16 sold out net bought ≈ $26.6m (+648.6k 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 ≈ $41.06.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 96Q4 22: 9999Q3 22Q4 22
Numbers
QuarterHolders
Q3 202296
Q4 202299

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +438,560+438.6k
MERCER GLOBAL ADVISORS INC /ADV Added +422,543+422.5k
AMERIPRISE FINANCIAL INC Added +208,475+208.5k
Cerity Partners OCIO LLC Added +160,860+160.9k
HighTower Advisors, LLC New +50,398+50.4k
JPMORGAN CHASE & CO New +47,391+47.4k
RAYMOND JAMES & ASSOCIATES Added +40,921+40.9k
Dynamic Advisor Solutions LLC Added +36,080+36.1k
Trilogy Capital Inc. Added +31,822+31.8k
Elo Mutual Pension Insurance Co Added +26,560+26.6k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -116,298-116.3k
JANE STREET GROUP, LLC Sold out -115,119-115.1k
OLD MISSION CAPITAL LLC Reduced -110,338-110.3k
BANK OF AMERICA CORP /DE/ Reduced -98,195-98.2k
Integrated Wealth Concepts LLC Reduced -75,639-75.6k
IEQ CAPITAL, LLC Sold out -47,449-47.4k
RHS Financial, LLC Reduced -44,122-44.1k
MERIDIAN MANAGEMENT CO Reduced -39,305-39.3k
FLOW TRADERS U.S. LLC Sold out -39,213-39.2k
Strategic Financial Services, Inc. Reduced -35,072-35.1k

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
International City Management Association Retirement Corp 13G · institution new · filed 2025-10-06 14.0% new 3.0m≈ $220.9m 2025-10-06

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.11% of their portfolio Berwyn, PA 5,155,5565.2m $211.6m $211.6m 0.11% Added +438.6k +438,560
2 MERCER GLOBAL ADVISORS INC /ADV 1.06% of their portfolio DENVER, CO 5,143,6005.1m $211.1m $211.1m 1.06% Added +422.5k +422,543
3 Cerity Partners OCIO LLC 2.71% of their portfolio New York, NY 2,056,5092.1m $84.4m $84.4m 2.71% Added +160.9k +160,860
4 Strategic Financial Services, Inc. 4.84% of their portfolio UTICA, NY 1,475,4711.5m $60.6m $60.6m 4.84% Reduced -35.1k -35,072
5 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,101,2471.1m $45.2m $45.2m 0.01% Reduced -116.3k -116,298
6 CWM, LLC 0.21% of their portfolio OMAHA, NE 703,681703.7k $28.9m $28.9m 0.21% Reduced -16.3k -16,282
7 Elo Mutual Pension Insurance Co 0.70% of their portfolio ESPOO, H9 500,760500.8k $20.6m $20.6m 0.70% Added +26.6k +26,560
8 Armbruster Capital Management, Inc. 4.53% of their portfolio PITTSFORD, NY 425,386425.4k $17.5m $17.5m 4.53% Reduced -10.6k -10,599
9 Trilogy Capital Inc. 1.21% of their portfolio IRVINE, CA 417,060417.1k $17.1m $17.1m 1.21% Added +31.8k +31,822
10 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 385,469385.5k $15.8m $15.8m 0.01% Added +208.5k +208,475
11 MERIDIAN MANAGEMENT CO 5.75% of their portfolio LITTLE ROCK, AR 383,682383.7k $15.7m $15.7m 5.75% Reduced -39.3k -39,305
12 Clearwater Capital Advisors, LLC 1.71% of their portfolio HOFFMAN ESTATES, IL 319,199319.2k $13.1m $13.1m 1.71% Reduced -6.4k -6,388
13 Integrated Wealth Concepts LLC 0.32% of their portfolio WALTHAM, MA 290,620290.6k $11.9m $11.9m 0.32% Reduced -75.6k -75,639
14 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 243,040243.0k $10.0m $10.0m 0.01% Added +40.9k +40,921
15 Heck Capital Advisors, LLC 1.86% of their portfolio Rhinelander, WI 234,344234.3k $9.6m $9.6m 1.86% Reduced -6.5k -6,468
16 Intelligence Driven Advisers, LLC 1.81% of their portfolio CARLSBAD, CA 231,091231.1k $9.9m $9.9m 1.81% Reduced -7.8k -7,766
17 Wade Financial Advisory, Inc 3.21% of their portfolio CAMPBELL, CA 172,834172.8k $7.1m $7.1m 3.21% Added +9.3k +9,254
18 Beacon Pointe Advisors, LLC 0.14% of their portfolio NEWPORT BEACH, CA 171,693171.7k $7.0m $7.0m 0.14% Added +7.8k +7,774
19 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.70% of their portfolio FORT WAYNE, IN 168,285168.3k $6.9m $6.9m 0.70% Reduced -27.8k -27,839
20 Pure Financial Advisors, LLC 0.34% of their portfolio SAN DIEGO, CA 162,408162.4k $6.7m $6.7m 0.34% Added +16.6k +16,615
21 Callan Capital, LLC 0.82% of their portfolio LA JOLLA, CA 161,148161.1k $6.6m $6.6m 0.82% Added +13.5k +13,534
22 Equitable Holdings, Inc. 0.07% of their portfolio NEW YORK, NY 100,122100.1k $4.1m $4.1m 0.07% Added +4.2k +4,215
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 98,80598.8k $4.1m $4.1m 0.00% Reduced -98.2k -98,195
24 Callan Family Office, LLC 1.22% of their portfolio RADNOR, PA 92,19692.2k $3.8m $3.8m 1.22% First filing
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 82,11682.1k $3.4m $3.4m 0.00% Added +13.8k +13,758
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 71,89271.9k $3.0m $3.0m 0.00% Added +3.4k +3,373
27 RHS Financial, LLC 2.20% of their portfolio SAN FRANCISCO, CA 67,32667.3k $2.8m $2.8m 2.20% Reduced -44.1k -44,122
28 Foundations Investment Advisors, LLC 0.11% of their portfolio PHOENIX, AZ 67,14967.1k $2.8m $2.8m 0.11% Reduced -1.9k -1,922
29 ARQ WEALTH ADVISORS, LLC 1.69% of their portfolio SCOTTSDALE, AZ 63,06463.1k $2.6m $2.6m 1.69% Reduced -8.4k -8,435
30 PARK AVENUE SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 57,21557.2k $2.3m $2.3m 0.04% Added +21.4k +21,423
31 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 56,97357.0k $2.3m $2.3m 0.01% Reduced -6.3k -6,308
32 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 50,39850.4k $2.1m $2.1m 0.00% New
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 47,42147.4k $1.9m $1.9m 0.00% Added +17.5k +17,513
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 47,39147.4k $1.9m $1.9m 0.00% New
35 Dynamic Advisor Solutions LLC 0.12% of their portfolio PHOENIX, AZ 41,37541.4k $1.7m $1.7m 0.12% Added +36.1k +36,080
36 Hirtle & Co., LLC 0.09% of their portfolio WEST CONSHOHOCKEN, PA 35,42135.4k $1.5m $1.5m 0.09% Reduced -24.9k -24,920
37 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 34,98935.0k $1.4m $1.4m 0.00% Reduced -583 -583
38 Coulter & Justus Financial Services, LLC 0.89% of their portfolio KNOXVILLE, TN 31,91231.9k $1.3m $1.3m 0.89% Reduced -24.1k -24,121
39 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 31,89831.9k $1.3m $1.3m 0.00% Added +5.6k +5,633
40 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 23,83323.8k $978.0k $978.0k 0.01% Added +16.3k +16,285
41 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 22,98823.0k $943.4k $943.4k 0.04% Added +13.4k +13,412
42 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 22,66522.7k $930.2k $930.2k 0.02% Added +1.6k +1,636
43 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 20,83520.8k $855.1k $855.1k 0.01% Added +6.8k +6,775
44 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 20,48820.5k $840.8k $840.8k 0.00% Added +17.3k +17,287
45 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 19,38519.4k $795.6k $795.6k 0.00% Added +1.8k +1,765
46 SageView Advisory Group, LLC 0.06% of their portfolio Newport Beach, CA 19,26219.3k $790.5k $790.5k 0.06% First filing
47 KM Capital Management Ltd. 0.78% of their portfolio AUSTIN, TX 19,02319.0k $780.7k $780.7k 0.78% First filing
48 Cedar Brook Financial Partners, LLC 0.20% of their portfolio CLEVELAND, OH 17,67517.7k $725.4k $725.4k 0.20% Added +841 +841
49 Beirne Wealth Consulting Services, LLC 0.32% of their portfolio SHELTON, CT 16,04616.0k $659.4k $659.4k 0.32% Reduced -19.8k -19,845
50 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,99016.0k $656.0k $656.0k 0.00% Added +1.9k +1,896
51 WASHINGTON TRUST Co 0.02% of their portfolio WESTERLY, RI 12,74112.7k $522.9k $522.9k 0.02% Unchanged
52 Wescott Financial Advisory Group, LLC 0.11% of their portfolio Philadelphia, PA 12,50512.5k $513.2k $513.2k 0.11% Reduced -4.0k -4,030
53 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 11,42011.4k $468.7k $468.7k 0.00% Reduced -70 -70
54 Sanford Advisory Services, LLC 0.10% of their portfolio PORTAGE, MI 10,16710.2k $417.3k $417.3k 0.10% New
55 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 9,95610.0k $408.6k $408.6k 0.01% Reduced -971 -971
56 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 9,8559.9k $404.4k $404.4k 0.02% Reduced -110.3k -110,338
57 Ascent Group, LLC 0.05% of their portfolio VIRGINIA BEACH, VA 9,4359.4k $387.2k $387.2k 0.05% Added +63 +63
58 Regal Investment Advisors LLC 0.04% of their portfolio KENTWOOD, MI 9,4069.4k $386.0k $386.0k 0.04% Reduced -688 -688
59 BOURGEON CAPITAL MANAGEMENT LLC 0.09% of their portfolio Darien, CT 8,4558.5k $347.0k $347.0k 0.09% New
60 Destiny Wealth Partners, LLC 0.07% of their portfolio TAVARES, FL 7,7157.7k $316.6k $316.6k 0.07% Added +616 +616
61 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 6,9066.9k $283.4k $283.4k 0.00% Reduced -24 -24
62 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,7466.7k $277.0k $277.0k 0.00% Reduced -5.7k -5,680
63 Seed Wealth Management, Inc. 0.28% of their portfolio EVANSTON, IL 6,0006.0k $246.2k $246.2k 0.28% First filing
64 Ergawealth Advisors, Inc. 0.21% of their portfolio OAK BROOK, IL 5,6845.7k $233.3k $233.3k 0.21% First filing
65 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,5175.5k $226.4k $226.4k 0.00% Reduced -183 -183
66 VALLEY NATIONAL ADVISERS INC 0.04% of their portfolio BETHLEHEM, PA 5,2745.3k $228.0k $228.0k 0.04% Reduced -29.4k -29,362
67 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 5,1905.2k $213.0k $213.0k 0.00% New
68 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 4,9845.0k $204.5k $204.5k 0.00% New
69 Farther Finance Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 4,7604.8k $195.3k $195.3k 0.08% First filing
70 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 4,1814.2k $171.6k $171.6k 0.00% Added +530 +530
71 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,9503.0k $121.1k $121.1k 0.00% Unchanged
72 Asset Dedication, LLC 0.01% of their portfolio SAN FRANCISCO, CA 2,7162.7k $111.0k $111.0k 0.01% Added +27 +27
73 OKABENA INVESTMENT SERVICES INC 0.06% of their portfolio MINNEAPOLIS, MN 2,3002.3k $94.4k $94.4k 0.06% Reduced -2.5k -2,500
74 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,9872.0k $81.5k $81.5k 0.00% New
75 Capital Advisors, Ltd. LLC 0.01% of their portfolio SHAKER HEIGHTS, OH 1,9602.0k $80.0k $80.0k 0.01% Reduced -107 -107
76 Aspire Private Capital, LLC 0.03% of their portfolio Cornelius, NC 1,9512.0k $80.1k $80.1k 0.03% Reduced -947 -947
77 Lansing Street Advisors 0.04% of their portfolio AMBLER, PA 1,5111.5k $62.0k $62.0k 0.04% Added +44 +44
78 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 1,2351.2k $50.7k $50.7k 0.00% Reduced -218 -218
79 Cassady Schiller Wealth Management, LLC 0.03% of their portfolio CINCINNATI, OH 1,1261.1k $46.2k $46.2k 0.03% New
80 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,1211.1k $46.0k $46.0k 0.00% Unchanged
81 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 1,1141.1k $45.7k $45.7k 0.00% Added +847 +847
82 Moss Adams Wealth Advisors LLC 0.02% of their portfolio SEATTLE, WA 808808 $33.2k $33.2k 0.02% First filing
83 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 771771 $31.6k $31.6k 0.00% Unchanged
84 Running Point Capital Advisors, LLC 0.02% of their portfolio EL SEGUNDO, CA 736736 $30.2k $30.2k 0.02% Unchanged
85 BlackRock Inc. 0.00% of their portfolio New York, NY 716716 $29.4k $29.4k 0.00% Added +509 +509
86 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 450450 $18.5k $18.5k 0.00% Unchanged
87 SYM FINANCIAL Corp 0.00% of their portfolio WINONA LAKE, IN 398398 $16.3k $16.3k 0.00% Unchanged
88 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 300300 $12.3k $12.3k 0.00% New
89 Element Wealth, LLC 0.01% of their portfolio RIDGELAND, MS 298298 $12.2k $12.2k 0.01% New
90 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 162162 $7.0k $7.0k 0.00% New
91 WOLFF WIESE MAGANA LLC 0.00% of their portfolio CARSLBAD, CA 140140 $5.7k $5.7k 0.00% Unchanged
92 Arlington Partners LLC 0.00% of their portfolio BIRMINGHAM, AL 135135 $5.5k $5.5k 0.00% New
93 Concord Wealth Partners 0.00% of their portfolio ABINGDON, VA 128128 $5.3k $5.3k 0.00% New
94 Pinnacle Bancorp, Inc. 0.00% of their portfolio BEATRICE, NE 118118 $5.0k $5.0k 0.00% Unchanged
95 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7575 $3.1k $3.1k 0.00% Unchanged
96 FMR LLC 0.00% of their portfolio BOSTON, MA 6464 $2.6k $2.6k 0.00% Reduced -24 -24
97 Ten Capital Wealth Advisors, LLC 0.00% of their portfolio SPOKANE, WA 5151 $2.1k $2.1k 0.00% New
98 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 4747 $1.9k $1.9k 0.00% New
99 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 3535 $1.4k $1.4k 0.00% Unchanged