Vault-13

ISHARES INC EMGF

EMNG MKTS EQT · ETP · CUSIP 46434G889

126 institutional holders +9 vs Q2 2023
13,077,22313.1m shares reported held*
$534.9mreported value*
10 new 32 added 55 reduced 5 sold out net sold ≈ $298.7m (-7.3m 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 ≈ $40.90.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 96Q4 22: 99Q1 23: 123Q2 23: 117Q3 23: 126126Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202296
Q4 202299
Q1 2023123
Q2 2023117
Q3 2023126

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 23Q2 23: 46 bought or addedQ2 23: 67 cut or sold outQ2 23Q3 23: 42 bought or addedQ3 23: 60 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224849
Q1 20238429
Q2 20234667
Q3 20234260

Biggest buyers

Ullmann Wealth Partners Group, LLC Added +203,942+203.9k
CITADEL ADVISORS LLC Added +95,642+95.6k
Dynamic Advisor Solutions LLC Added +42,598+42.6k
Pure Financial Advisors, LLC Added +33,737+33.7k
Strategic Financial Services, Inc. Added +22,369+22.4k
AMERIPRISE FINANCIAL INC Added +21,229+21.2k
Ascent Group, LLC Added +11,285+11.3k
Equitable Holdings, Inc. Added +11,089+11.1k
Affinity Capital Advisors, LLC Added +11,071+11.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +10,210+10.2k

Biggest sellers

Cerity Partners LLC Reduced -2,037,460-2.0m
MERCER GLOBAL ADVISORS INC /ADV Reduced -1,731,668-1.7m
ENVESTNET ASSET MANAGEMENT INC Reduced -1,728,487-1.7m
JANE STREET GROUP, LLC Reduced -1,000,605-1.0m
OLD MISSION CAPITAL LLC Reduced -518,252-518.3k
JPMORGAN CHASE & CO Reduced -112,172-112.2k
WELLS FARGO & COMPANY/MN Reduced -100,160-100.2k
FLOW TRADERS U.S. LLC Reduced -98,312-98.3k
CWM, LLC Reduced -82,671-82.7k
Foundations Investment Advisors, LLC Reduced -62,015-62.0k

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Strategic Financial Services, Inc. 4.93% of their portfolio UTICA, NY 1,547,7921.5m $63.3m $63.3m 4.93% Added +22.4k +22,369
2 CWM, LLC 0.32% of their portfolio OMAHA, NE 1,281,0801.3m $52.4m $52.4m 0.32% Reduced -82.7k -82,671
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 867,006867.0k $35.5m $35.5m 0.01% Reduced -100.2k -100,160
4 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 832,927832.9k $34.1m $34.1m 0.00% Reduced -112.2k -112,172
5 Integrated Wealth Concepts LLC 0.49% of their portfolio WALTHAM, MA 672,449672.4k $27.5m $27.5m 0.49% Reduced -23.3k -23,287
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 667,492667.5k $27.3m $27.3m 0.00% Reduced -41.2k -41,179
7 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 519,764519.8k $21.3m $21.3m 0.01% Added +21.2k +21,229
8 MERIDIAN MANAGEMENT CO 5.85% of their portfolio LITTLE ROCK, AR 438,176438.2k $17.9m $17.9m 5.85% Added +608 +608
9 Trilogy Capital Inc. 1.13% of their portfolio IRVINE, CA 409,906409.9k $16.8m $16.8m 1.13% Reduced -6.9k -6,942
10 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 401,895401.9k $16.4m $16.4m 0.06% Reduced -1.7m -1,731,668
11 Ullmann Wealth Partners Group, LLC 2.73% of their portfolio JACKSONVILLE BEACH, FL 357,392357.4k $14.6m $14.6m 2.73% Added +203.9k +203,942
12 Clearwater Capital Advisors, LLC 1.60% of their portfolio HOFFMAN ESTATES, IL 318,934318.9k $13.0m $13.0m 1.60% Added +2.3k +2,301
13 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 311,158311.2k $12.7m $12.7m 0.01% Reduced -1.7m -1,728,487
14 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 263,983264.0k $10.8m $10.8m 0.01% Added +1.6k +1,602
15 Pure Financial Advisors, LLC 0.43% of their portfolio SAN DIEGO, CA 254,902254.9k $10.4m $10.4m 0.43% Added +33.7k +33,737
16 Dynamic Advisor Solutions LLC 0.49% of their portfolio PHOENIX, AZ 251,968252.0k $10.3m $10.3m 0.49% Added +42.6k +42,598
17 OLD MISSION CAPITAL LLC 0.33% of their portfolio CHICAGO, IL 245,373245.4k $10.0m $10.0m 0.33% Reduced -518.3k -518,252
18 Heck Capital Advisors, LLC 1.83% of their portfolio Rhinelander, WI 241,957242.0k $9.9m $9.9m 1.83% Reduced -845 -845
19 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 218,705218.7k $8.9m $8.9m 0.01% Reduced -1.0m -1,000,605
20 Wade Financial Advisory, Inc 3.52% of their portfolio CAMPBELL, CA 201,203201.2k $8.2m $8.2m 3.52% Added +4.6k +4,631
21 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 171,254171.3k $7.0m $7.0m 0.01% Added +95.6k +95,642
22 Foundations Investment Advisors, LLC 0.19% of their portfolio PHOENIX, AZ 147,097147.1k $6.0m $6.0m 0.19% Reduced -62.0k -62,015
23 Armbruster Capital Management, Inc. 1.51% of their portfolio PITTSFORD, NY 146,034146.0k $6.0m $6.0m 1.51% Reduced -1.2k -1,241
24 Callan Capital, LLC 0.63% of their portfolio LA JOLLA, CA 143,436143.4k $5.9m $5.9m 0.63% Reduced -90 -90
25 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 142,482142.5k $5.8m $5.8m 0.07% Reduced -12.9k -12,937
26 Equitable Holdings, Inc. 0.07% of their portfolio NEW YORK, NY 125,226125.2k $5.1m $5.1m 0.07% Added +11.1k +11,089
27 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 114,131114.1k $4.7m $4.7m 0.02% Reduced -2.0m -2,037,460
28 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.44% of their portfolio FORT WAYNE, IN 114,120114.1k $4.7m $4.7m 0.44% Reduced -19.7k -19,717
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 101,241101.2k $4.1m $4.1m 0.00% Reduced -2.4k -2,396
30 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 94,15194.2k $3.9m $3.9m 0.00% Added +5.8k +5,752
31 Callan Family Office, LLC 0.93% of their portfolio RADNOR, PA 84,97385.0k $3.5m $3.5m 0.93% Reduced -18.6k -18,583
32 Ascent Group, LLC 0.37% of their portfolio VIRGINIA BEACH, VA 81,92881.9k $3.4m $3.4m 0.37% Added +11.3k +11,285
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 70,37170.4k $2.9m $2.9m 0.00% Reduced -1.4k -1,383
34 ARQ WEALTH ADVISORS, LLC 2.01% of their portfolio SCOTTSDALE, AZ 65,49465.5k $2.7m $2.7m 2.01% Reduced -2.3k -2,335
35 FLOW TRADERS U.S. LLC 0.12% of their portfolio NEW YORK, NY 61,26761.3k $2.5m $2.5m 0.12% Reduced -98.3k -98,312
36 Keebeck Wealth Management 0.42% of their portfolio Chicago, IL 58,72758.7k $2.4m $2.4m 0.42% Reduced -14.0k -13,962
37 RAYMOND JAMES TRUST N.A. 0.07% of their portfolio ST. PETERSBURG, FL 57,52057.5k $2.4m $2.4m 0.07% Unchanged
38 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 56,43356.4k $2.3m $2.3m 0.00% Added +282 +282
39 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 50,06650.1k $2.1m $2.1m 0.00% Reduced -2.6k -2,619
40 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 49,47249.5k $2.0m $2.0m 0.00% Reduced -2.7k -2,679
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 44,29344.3k $1.8m $1.8m 0.00% Reduced -32.8k -32,802
42 PFG Advisors 0.14% of their portfolio Phoenix, AZ 38,37338.4k $1.6m $1.6m 0.14% Added +7.9k +7,853
43 KM Capital Management Ltd. 1.04% of their portfolio AUSTIN, TX 37,12737.1k $1.5m $1.5m 1.04% Added +7.1k +7,072
44 KICKSTAND VENTURES, LLC. 0.43% of their portfolio PITTSFORD, NY 33,84933.8k $1.4m $1.4m 0.43% First filing
45 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 33,68633.7k $1.4m $1.4m 0.01% Reduced -421 -421
46 Robertson Stephens Wealth Management, LLC 0.08% of their portfolio San Francisco, CA 30,76830.8k $1.3m $1.3m 0.08% Reduced -8.6k -8,610
47 WEALTH ALLIANCE, LLC 0.19% of their portfolio MELLVILLE, NY 29,95630.0k $1.2m $1.2m 0.19% Reduced -16.3k -16,259
48 One Wealth Advisors, LLC 0.26% of their portfolio SAN FRANCISCO, CA 28,42328.4k $1.2m $1.2m 0.26% Reduced -7.8k -7,818
49 Hirtle & Co., LLC 0.06% of their portfolio WEST CONSHOHOCKEN, PA 27,04127.0k $1.1m $1.1m 0.06% Unchanged
50 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 26,75226.8k $1.1m $1.1m 0.04% Added +1.2k +1,192
51 RHS Financial, LLC 0.73% of their portfolio SAN FRANCISCO, CA 25,70225.7k $1.1m $1.1m 0.73% Reduced -10.1k -10,134
52 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 23,84423.8k $975.2k $975.2k 0.01% Unchanged
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 23,10223.1k $944.9k $944.9k 0.00% Added +3.1k +3,137
54 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 22,91522.9k $937.4k $937.4k 0.00% Reduced -14.0k -13,967
55 Cedar Brook Financial Partners, LLC 0.22% of their portfolio CLEVELAND, OH 20,53720.5k $840.0k $840.0k 0.22% Added +2.3k +2,332
56 Affinity Capital Advisors, LLC 0.22% of their portfolio BERKELEY, CA 19,92419.9k $814.9k $814.9k 0.22% Added +11.1k +11,071
57 Cypress Wealth Services, LLC 0.19% of their portfolio PALM DESERT, CA 17,01817.0k $696.0k $696.0k 0.19% Reduced -4.5k -4,532
58 Beirne Wealth Consulting Services, LLC 0.56% of their portfolio SHELTON, CT 16,89816.9k $703.4k $703.4k 0.56% Unchanged
59 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 16,59716.6k $678.8k $678.8k 0.01% Reduced -4.3k -4,282
60 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 15,93415.9k $652.0k $652.0k 0.01% Added +1.4k +1,422
61 Wescott Financial Advisory Group, LLC 0.12% of their portfolio Philadelphia, PA 15,73015.7k $643.3k $643.3k 0.12% Added +1.4k +1,369
62 Dentgroup LLC 0.45% of their portfolio BATON ROUGE, LA 14,97315.0k $612.4k $612.4k 0.45% Reduced -6.5k -6,524
63 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 14,69614.7k $601.1k $601.1k 0.00% Reduced -1.3k -1,275
64 Mayflower Financial Advisors, LLC 0.08% of their portfolio BOSTON, MA 13,43213.4k $549.4k $549.4k 0.08% Reduced -15.7k -15,669
65 Hoxton Planning & Management, LLC 0.32% of their portfolio SHEPHERDSTOWN, WV 12,04012.0k $492.0k $492.0k 0.32% Reduced -7.9k -7,934
66 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 11,50811.5k $470.7k $470.7k 0.02% Reduced -2.0k -1,998
67 Stokes Family Office, LLC 0.05% of their portfolio NEW ORLEANS, LA 11,30711.3k $462.5k $462.5k 0.05% Added +5.2k +5,201
68 First Citizens Financial Corp 0.32% of their portfolio MASON CITY, IA 11,16411.2k $456.6k $456.6k 0.32% Reduced -54 -54
69 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 10,75510.8k $439.9k $439.9k 0.00% Unchanged
70 Intelligence Driven Advisers, LLC 0.07% of their portfolio CARLSBAD, CA 10,35710.4k $416.0k $416.0k 0.07% Reduced -9.6k -9,630
71 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,21010.2k $417.6k $417.6k 0.00% New
72 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 9,4379.4k $386.0k $386.0k 0.01% Unchanged
73 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 9,1609.2k $374.6k $374.6k 0.00% Reduced -1.0k -1,014
74 Regal Investment Advisors LLC 0.03% of their portfolio KENTWOOD, MI 8,9749.0k $367.0k $367.0k 0.03% Reduced -588 -588
75 TRANSCEND CAPITAL ADVISORS, LLC 0.03% of their portfolio MADISON, NJ 8,0758.1k $330.3k $330.3k 0.03% Reduced -3.8k -3,755
76 BOURGEON CAPITAL MANAGEMENT LLC 0.08% of their portfolio Darien, CT 8,0408.0k $328.8k $328.8k 0.08% Added +245 +245
77 Pallas Capital Advisors LLC 0.02% of their portfolio BRAINTREE, MA 7,5327.5k $300.0k $300.0k 0.02% Added +1.6k +1,626
78 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 7,3707.4k $301.4k $301.4k 0.00% Reduced -84 -84
79 Farther Finance Advisors, LLC 0.05% of their portfolio SAN FRANCISCO, CA 7,2637.3k $297.1k $297.1k 0.05% Added +139 +139
80 Destiny Wealth Partners, LLC 0.06% of their portfolio TAVARES, FL 7,1777.2k $293.5k $293.5k 0.06% Unchanged
81 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 7,1497.1k $292.4k $292.4k 0.00% New
82 FIRETHORN WEALTH PARTNERS, LLC 0.22% of their portfolio AUGUSTA, GA 6,9416.9k $283.9k $283.9k 0.22% Reduced -3.2k -3,203
83 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 6,7946.8k $277.9k $277.9k 0.01% Reduced -1.1k -1,101
84 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 6,2796.3k $256.8k $256.8k 0.01% Reduced -494 -494
85 Seed Wealth Management, Inc. 0.28% of their portfolio EVANSTON, IL 6,0006.0k $245.4k $245.4k 0.28% Unchanged
86 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 5,9606.0k $243.8k $243.8k 0.02% Reduced -321 -321
87 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,6605.7k $231.5k $231.5k 0.00% New
88 QRG CAPITAL MANAGEMENT, INC. 0.00% of their portfolio BERWYN, PA 5,5175.5k $225.6k $225.6k 0.00% First filing
89 Patriot Financial Group Insurance Agency, LLC 0.05% of their portfolio Westborough, MA 5,3905.4k $220.5k $220.5k 0.05% Reduced -2.4k -2,428
90 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 5,0105.0k $204.9k $204.9k 0.00% Unchanged
91 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 4,9474.9k $202.3k $202.3k 0.00% New
92 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 3,4293.4k $140.2k $140.2k 0.00% Added +242 +242
93 Aspire Private Capital, LLC 0.04% of their portfolio Cornelius, NC 3,2903.3k $134.6k $134.6k 0.04% Added +13 +13
94 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,2103.2k $131.3k $131.3k 0.00% Unchanged
95 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 2,8082.8k $114.8k $114.8k 0.01% Reduced -1.4k -1,445
96 Asset Dedication, LLC 0.01% of their portfolio SAN FRANCISCO, CA 2,7162.7k $111.0k $111.0k 0.01% Unchanged
97 Hibernia Wealth Partners, LLC 0.08% of their portfolio BATON ROUGE, LA 2,5022.5k $102.3k $102.3k 0.08% First filing
98 OKABENA INVESTMENT SERVICES INC 0.07% of their portfolio MINNEAPOLIS, MN 2,3002.3k $94.1k $94.1k 0.07% Unchanged
99 Capital Advisors, Ltd. LLC 0.01% of their portfolio SHAKER HEIGHTS, OH 1,9632.0k $80.0k $80.0k 0.01% Unchanged
100 VALLEY NATIONAL ADVISERS INC 0.01% of their portfolio BETHLEHEM, PA 1,8601.9k $76.0k $76.0k 0.01% Reduced -144 -144