Vault-13

ISHARES INC EMGF

EMNG MKTS EQT · ETP · CUSIP 46434G889

123 institutional holders +24 vs Q4 2022
23,696,38723.7m shares reported held*
$983.8mreported value*
34 new 50 added 20 reduced 9 sold out net bought ≈ $181.9m (+4.4m 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 ≈ $41.52.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 96Q4 22: 99Q1 23: 123123Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202296
Q4 202299
Q1 2023123

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 48 bought or addedQ4 22: 49 cut or sold outQ4 22Q1 23: 84 bought or addedQ1 23: 29 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224849
Q1 20238429

Biggest buyers

CWM, LLC Added +994,874+994.9k
JPMORGAN CHASE & CO Added +907,403+907.4k
MERCER GLOBAL ADVISORS INC /ADV Added +638,782+638.8k
Integrated Wealth Concepts LLC Added +371,113+371.1k
ENVESTNET ASSET MANAGEMENT INC Added +329,889+329.9k
CITADEL ADVISORS LLC Added +221,628+221.6k
Foundations Investment Advisors, LLC Added +148,164+148.2k
MORGAN STANLEY Added +89,210+89.2k
ROYAL BANK OF CANADA Added +87,465+87.5k
WELLS FARGO & COMPANY/MN Added +79,436+79.4k

Biggest sellers

Armbruster Capital Management, Inc. Reduced -267,828-267.8k
Elo Mutual Pension Insurance Co Reduced -82,778-82.8k
PARK AVENUE SECURITIES LLC Reduced -46,169-46.2k
MML INVESTORS SERVICES, LLC Sold out -23,833-23.8k
Stratos Wealth Partners, LTD. Sold out -22,665-22.7k
RHS Financial, LLC Reduced -12,218-12.2k
PHILLIPS FINANCIAL MANAGEMENT, LLC Reduced -10,692-10.7k
SageView Advisory Group, LLC Reduced -10,366-10.4k
Callan Capital, LLC Reduced -7,395-7.4k
Hirtle & Co., LLC Reduced -6,350-6.3k

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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MERCER GLOBAL ADVISORS INC /ADV 1.09% of their portfolio DENVER, CO 5,782,3825.8m $240.1m $240.1m 1.09% Added +638.8k +638,782
2 ENVESTNET ASSET MANAGEMENT INC 0.11% of their portfolio Berwyn, PA 5,485,4455.5m $227.8m $227.8m 0.11% Added +329.9k +329,889
3 CWM, LLC 0.48% of their portfolio OMAHA, NE 1,698,5551.7m $70.5m $70.5m 0.48% Added +994.9k +994,874
4 Strategic Financial Services, Inc. 4.74% of their portfolio UTICA, NY 1,475,9591.5m $61.3m $61.3m 4.74% Added +488 +488
5 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,180,6831.2m $49.0m $49.0m 0.02% Added +79.4k +79,436
6 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 954,794954.8k $39.6m $39.6m 0.01% Added +907.4k +907,403
7 Integrated Wealth Concepts LLC 0.57% of their portfolio WALTHAM, MA 661,733661.7k $27.5m $27.5m 0.57% Added +371.1k +371,113
8 MERIDIAN MANAGEMENT CO 6.05% of their portfolio LITTLE ROCK, AR 443,929443.9k $18.4m $18.4m 6.05% Added +60.2k +60,247
9 Trilogy Capital Inc. 1.26% of their portfolio IRVINE, CA 427,981428.0k $17.8m $17.8m 1.26% Added +10.9k +10,921
10 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 426,152426.2k $17.7m $17.7m 0.01% Added +40.7k +40,683
11 Elo Mutual Pension Insurance Co 0.55% of their portfolio ESPOO, H9 417,982418.0k $17.4m $17.4m 0.55% Reduced -82.8k -82,778
12 Clearwater Capital Advisors, LLC 1.60% of their portfolio HOFFMAN ESTATES, IL 316,378316.4k $13.1m $13.1m 1.60% Reduced -2.8k -2,821
13 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 269,049269.0k $11.2m $11.2m 0.01% Added +221.6k +221,628
14 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 247,999248.0k $10.3m $10.3m 0.01% Added +5.0k +4,959
15 Heck Capital Advisors, LLC 1.92% of their portfolio Rhinelander, WI 240,390240.4k $10.0m $10.0m 1.92% Added +6.0k +6,046
16 Intelligence Driven Advisers, LLC 1.78% of their portfolio CARLSBAD, CA 239,549239.5k $9.9m $9.9m 1.78% Added +8.5k +8,458
17 Foundations Investment Advisors, LLC 0.32% of their portfolio PHOENIX, AZ 215,313215.3k $8.9m $8.9m 0.32% Added +148.2k +148,164
18 Pure Financial Advisors, LLC 0.38% of their portfolio SAN DIEGO, CA 198,005198.0k $8.2m $8.2m 0.38% Added +35.6k +35,597
19 Beacon Pointe Advisors, LLC 0.13% of their portfolio NEWPORT BEACH, CA 183,465183.5k $7.6m $7.6m 0.13% Added +11.8k +11,772
20 Wade Financial Advisory, Inc 3.16% of their portfolio CAMPBELL, CA 181,284181.3k $7.5m $7.5m 3.16% Added +8.4k +8,450
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 171,326171.3k $7.1m $7.1m 0.00% Added +89.2k +89,210
22 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.63% of their portfolio FORT WAYNE, IN 157,593157.6k $6.5m $6.5m 0.63% Reduced -10.7k -10,692
23 Armbruster Capital Management, Inc. 1.67% of their portfolio PITTSFORD, NY 157,558157.6k $6.5m $6.5m 1.67% Reduced -267.8k -267,828
24 Callan Capital, LLC 0.74% of their portfolio LA JOLLA, CA 153,753153.8k $6.4m $6.4m 0.74% Reduced -7.4k -7,395
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 107,994108.0k $4.5m $4.5m 0.00% Added +9.2k +9,189
26 Callan Family Office, LLC 1.00% of their portfolio RADNOR, PA 99,30199.3k $4.1m $4.1m 1.00% Added +7.1k +7,105
27 Equitable Holdings, Inc. 0.07% of their portfolio NEW YORK, NY 99,25699.3k $4.1m $4.1m 0.07% Reduced -866 -866
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 94,21194.2k $3.9m $3.9m 0.00% Added +87.5k +87,465
29 Dynamic Advisor Solutions LLC 0.22% of their portfolio PHOENIX, AZ 90,45690.5k $3.8m $3.8m 0.22% Added +49.1k +49,081
30 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 82,43882.4k $3.4m $3.4m 0.00% Added +47.4k +47,449
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 74,52674.5k $3.1m $3.1m 0.00% Added +2.6k +2,634
32 ARQ WEALTH ADVISORS, LLC 1.98% of their portfolio SCOTTSDALE, AZ 64,92264.9k $2.7m $2.7m 1.98% Added +1.9k +1,858
33 KM Capital Management Ltd. 2.44% of their portfolio AUSTIN, TX 63,69263.7k $2.6m $2.6m 2.44% Added +44.7k +44,669
34 Keebeck Wealth Management 0.42% of their portfolio Chicago, IL 62,74562.7k $2.6m $2.6m 0.42% New
35 Coulter & Justus Financial Services, LLC 1.69% of their portfolio KNOXVILLE, TN 62,37662.4k $2.6m $2.6m 1.69% Added +30.5k +30,464
36 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 59,93959.9k $2.5m $2.5m 0.01% Added +3.0k +2,966
37 RHS Financial, LLC 1.74% of their portfolio SAN FRANCISCO, CA 55,10855.1k $2.3m $2.3m 1.74% Reduced -12.2k -12,218
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 52,48752.5k $2.2m $2.2m 0.00% Added +2.1k +2,089
39 WEALTH ALLIANCE, LLC 0.33% of their portfolio MELLVILLE, NY 49,30249.3k $2.0m $2.0m 0.33% New
40 MGO ONE SEVEN LLC 0.12% of their portfolio Beachwood, OH 46,42446.4k $1.9m $1.9m 0.12% New
41 TCWP LLC 0.36% of their portfolio Beachwood, OH 46,25946.3k $1.9m $1.9m 0.36% New
42 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 43,27843.3k $1.8m $1.8m 0.01% Added +23.9k +23,893
43 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 42,23842.2k $1.8m $1.8m 0.05% Added +32.4k +32,383
44 One Wealth Advisors, LLC 0.37% of their portfolio SAN FRANCISCO, CA 38,19438.2k $1.6m $1.6m 0.37% New
45 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 37,99138.0k $1.6m $1.6m 0.00% Added +6.1k +6,093
46 Robertson Stephens Wealth Management, LLC 0.12% of their portfolio San Francisco, CA 36,69936.7k $1.5m $1.5m 0.12% New
47 Mayflower Financial Advisors, LLC 0.20% of their portfolio BOSTON, MA 36,18036.2k $1.5m $1.5m 0.20% New
48 Hoxton Planning & Management, LLC 0.72% of their portfolio SHEPHERDSTOWN, WV 31,55431.6k $1.3m $1.3m 0.72% New
49 Hirtle & Co., LLC 0.06% of their portfolio WEST CONSHOHOCKEN, PA 29,07129.1k $1.2m $1.2m 0.06% Reduced -6.3k -6,350
50 Cypress Wealth Services, LLC 0.32% of their portfolio PALM DESERT, CA 25,97326.0k $1.1m $1.1m 0.32% New
51 PFG Advisors 0.09% of their portfolio Phoenix, AZ 24,96025.0k $1.0m $1.0m 0.09% New
52 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 23,44923.4k $973.6k $973.6k 0.04% Added +461 +461
53 Ascent Group, LLC 0.10% of their portfolio VIRGINIA BEACH, VA 23,44123.4k $973.3k $973.3k 0.10% Added +14.0k +14,006
54 Dentgroup LLC 0.70% of their portfolio BATON ROUGE, LA 21,05021.1k $874.0k $874.0k 0.70% New
55 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 20,55220.6k $853.3k $853.3k 0.01% Reduced -283 -283
56 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 19,52319.5k $810.6k $810.6k 0.00% Reduced -965 -965
57 Cedar Brook Financial Partners, LLC 0.19% of their portfolio CLEVELAND, OH 18,18018.2k $754.8k $754.8k 0.19% Added +505 +505
58 Mariner, LLC 0.00% of their portfolio Overland Park, KS 17,57217.6k $730.0k $730.0k 0.00% Added +1.6k +1,582
59 Beirne Wealth Consulting Services, LLC 0.44% of their portfolio SHELTON, CT 15,08415.1k $627.2k $627.2k 0.44% Reduced -962 -962
60 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,38614.4k $597.3k $597.3k 0.00% New
61 Wescott Financial Advisory Group, LLC 0.13% of their portfolio Philadelphia, PA 13,85513.9k $575.3k $575.3k 0.13% Added +1.4k +1,350
62 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 13,42213.4k $557.3k $557.3k 0.02% New
63 WASHINGTON TRUST Co 0.02% of their portfolio WESTERLY, RI 12,74112.7k $529.0k $529.0k 0.02% Unchanged
64 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 12,29312.3k $510.4k $510.4k 0.00% New
65 TRANSCEND CAPITAL ADVISORS, LLC 0.05% of their portfolio MADISON, NJ 11,95011.9k $496.2k $496.2k 0.05% New
66 Penserra Capital Management LLC 0.01% of their portfolio ORINDA, CA 11,84311.8k $491.0k $491.0k 0.01% New
67 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 11,42011.4k $474.2k $474.2k 0.00% Unchanged
68 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 11,04611.0k $459.0k $459.0k 0.01% Reduced -46.2k -46,169
69 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 10,94910.9k $454.6k $454.6k 0.01% Added +10.6k +10,649
70 Stokes Family Office, LLC 0.05% of their portfolio NEW ORLEANS, LA 10,37910.4k $430.9k $430.9k 0.05% New
71 FIRETHORN WEALTH PARTNERS, LLC 0.32% of their portfolio AUGUSTA, GA 10,14010.1k $414.8k $414.8k 0.32% New
72 Regal Investment Advisors LLC 0.04% of their portfolio KENTWOOD, MI 9,5629.6k $397.0k $397.0k 0.04% Added +156 +156
73 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 9,2859.3k $385.5k $385.5k 0.01% Reduced -671 -671
74 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 8,8968.9k $369.4k $369.4k 0.02% Reduced -10.4k -10,366
75 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 8,6278.6k $358.2k $358.2k 0.00% Added +1.7k +1,721
76 BOURGEON CAPITAL MANAGEMENT LLC 0.08% of their portfolio Darien, CT 8,4758.5k $351.9k $351.9k 0.08% Added +20 +20
77 Patriot Financial Group Insurance Agency, LLC 0.07% of their portfolio Westborough, MA 8,3648.4k $347.3k $347.3k 0.07% New
78 Destiny Wealth Partners, LLC 0.07% of their portfolio TAVARES, FL 7,7457.7k $321.6k $321.6k 0.07% Added +30 +30
79 Farther Finance Advisors, LLC 0.09% of their portfolio SAN FRANCISCO, CA 7,1777.2k $298.0k $298.0k 0.09% Added +2.4k +2,417
80 Seed Wealth Management, Inc. 0.28% of their portfolio EVANSTON, IL 6,0006.0k $249.1k $249.1k 0.28% Unchanged
81 NWAM LLC 0.03% of their portfolio MERCER ISLAND, WA 5,9526.0k $247.1k $247.1k 0.03% New
82 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 5,8245.8k $242.0k $242.0k 0.01% New
83 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 5,6645.7k $235.2k $235.2k 0.02% New
84 Mendel Capital Management LLC 0.20% of their portfolio LITTLE ROCK, AR 5,2075.2k $216.2k $216.2k 0.20% New
85 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 5,0105.0k $208.0k $208.0k 0.00% Reduced -180 -180
86 CGN Advisors LLC 0.03% of their portfolio MANHATTAN, KS 5,0025.0k $207.7k $207.7k 0.03% New
87 EverSource Wealth Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 4,9244.9k $204.4k $204.4k 0.03% New
88 Aspire Private Capital, LLC 0.06% of their portfolio Cornelius, NC 4,4334.4k $184.1k $184.1k 0.06% Added +2.5k +2,482
89 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,6513.7k $151.6k $151.6k 0.00% Reduced -530 -530
90 VALLEY NATIONAL ADVISERS INC 0.03% of their portfolio BETHLEHEM, PA 3,6333.6k $148.0k $148.0k 0.03% Reduced -1.6k -1,641
91 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 3,2513.3k $135.0k $135.0k 0.00% Added +1.3k +1,264
92 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,0763.1k $127.7k $127.7k 0.00% Added +126 +126
93 Asset Dedication, LLC 0.01% of their portfolio SAN FRANCISCO, CA 2,7162.7k $113.0k $113.0k 0.01% Unchanged
94 OKABENA INVESTMENT SERVICES INC 0.07% of their portfolio MINNEAPOLIS, MN 2,3002.3k $95.5k $95.5k 0.07% Unchanged
95 Capital Advisors, Ltd. LLC 0.01% of their portfolio SHAKER HEIGHTS, OH 1,9602.0k $81.0k $81.0k 0.01% Unchanged
96 Lansing Street Advisors 0.05% of their portfolio AMBLER, PA 1,7371.7k $72.1k $72.1k 0.05% Added +226 +226
97 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,1211.1k $46.5k $46.5k 0.00% Unchanged
98 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 1,1071.1k $46.0k $46.0k 0.00% Reduced -7 -7
99 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 771771 $32.0k $32.0k 0.00% Unchanged
100 Running Point Capital Advisors, LLC 0.02% of their portfolio EL SEGUNDO, CA 736736 $30.6k $30.6k 0.02% Unchanged