Vault-13

ISHARES INC EMGF

EMNG MKTS EQT · ETP · CUSIP 46434G889

137 institutional holders +11 vs Q3 2023
13,179,18413.2m shares reported held*
$564.5mreported value*
15 new 37 added 62 reduced 12 sold out net sold ≈ $150.1k (-3.5k 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 ≈ $42.83.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 96Q4 22: 99Q1 23: 123Q2 23: 117Q3 23: 126Q4 23: 137137Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202296
Q4 202299
Q1 2023123
Q2 2023117
Q3 2023126
Q4 2023137

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 23Q4 23: 52 bought or addedQ4 23: 74 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224849
Q1 20238429
Q2 20234667
Q3 20234260
Q4 20235274

Biggest buyers

MORGAN STANLEY Added +649,924+649.9k
JPMORGAN CHASE & CO Added +582,221+582.2k
FMR LLC Added +114,481+114.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +104,043+104.0k
FLOW TRADERS U.S. LLC Added +88,761+88.8k
Strategic Financial Services, Inc. Added +69,039+69.0k
Dynamic Advisor Solutions LLC Added +60,063+60.1k
Ullmann Wealth Partners Group, LLC Added +41,913+41.9k
Kingsview Wealth Management, LLC Added +26,018+26.0k
Beirne Wealth Consulting Services, LLC Added +19,455+19.5k

Biggest sellers

MERIDIAN MANAGEMENT CO Reduced -431,200-431.2k
Heck Capital Advisors, LLC Reduced -225,083-225.1k
JANE STREET GROUP, LLC Reduced -198,511-198.5k
CITADEL ADVISORS LLC Reduced -133,652-133.7k
Integrated Wealth Concepts LLC Reduced -133,631-133.6k
WELLS FARGO & COMPANY/MN Reduced -112,569-112.6k
CWM, LLC Reduced -81,757-81.8k
MERCER GLOBAL ADVISORS INC /ADV Reduced -60,468-60.5k
OLD MISSION CAPITAL LLC Reduced -55,853-55.9k
AMERIPRISE FINANCIAL INC Reduced -53,201-53.2k

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 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Strategic Financial Services, Inc. 4.87% of their portfolio UTICA, NY 1,616,8311.6m $69.3m $69.3m 4.87% Added +69.0k +69,039
2 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,415,1481.4m $60.7m $60.7m 0.00% Added +582.2k +582,221
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,317,4161.3m $56.5m $56.5m 0.00% Added +649.9k +649,924
4 CWM, LLC 0.28% of their portfolio OMAHA, NE 1,199,3231.2m $51.4m $51.4m 0.28% Reduced -81.8k -81,757
5 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 754,437754.4k $32.3m $32.3m 0.01% Reduced -112.6k -112,569
6 Integrated Wealth Concepts LLC 0.38% of their portfolio WALTHAM, MA 538,818538.8k $23.1m $23.1m 0.38% Reduced -133.6k -133,631
7 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 466,563466.6k $20.0m $20.0m 0.01% Reduced -53.2k -53,201
8 Ullmann Wealth Partners Group, LLC 2.79% of their portfolio JACKSONVILLE BEACH, FL 399,305399.3k $17.1m $17.1m 2.79% Added +41.9k +41,913
9 Trilogy Capital Inc. 1.04% of their portfolio IRVINE, CA 390,793390.8k $16.7m $16.7m 1.04% Reduced -19.1k -19,113
10 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 341,427341.4k $14.6m $14.6m 0.04% Reduced -60.5k -60,468
11 Dynamic Advisor Solutions LLC 0.49% of their portfolio PHOENIX, AZ 312,031312.0k $13.1m $13.1m 0.49% Added +60.1k +60,063
12 Clearwater Capital Advisors, LLC 1.41% of their portfolio HOFFMAN ESTATES, IL 293,820293.8k $12.6m $12.6m 1.41% Reduced -25.1k -25,114
13 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 265,884265.9k $11.4m $11.4m 0.01% Added +1.9k +1,901
14 Pure Financial Advisors, LLC 0.39% of their portfolio SAN DIEGO, CA 261,538261.5k $11.2m $11.2m 0.39% Added +6.6k +6,636
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 258,905258.9k $11.1m $11.1m 0.00% Reduced -52.3k -52,253
16 OLD MISSION CAPITAL LLC 0.23% of their portfolio CHICAGO, IL 189,520189.5k $8.1m $8.1m 0.23% Reduced -55.9k -55,853
17 Wade Financial Advisory, Inc 2.84% of their portfolio CAMPBELL, CA 175,402175.4k $7.5m $7.5m 2.84% Reduced -25.8k -25,801
18 FLOW TRADERS U.S. LLC 0.20% of their portfolio NEW YORK, NY 150,028150.0k $6.4m $6.4m 0.20% Added +88.8k +88,761
19 Foundations Investment Advisors, LLC 0.16% of their portfolio PHOENIX, AZ 144,468144.5k $6.1m $6.1m 0.16% Reduced -2.6k -2,629
20 Armbruster Capital Management, Inc. 1.36% of their portfolio PITTSFORD, NY 139,025139.0k $6.0m $6.0m 1.36% Reduced -7.0k -7,009
21 Callan Capital, LLC 0.56% of their portfolio LA JOLLA, CA 138,705138.7k $5.9m $5.9m 0.56% Reduced -4.7k -4,731
22 Equitable Holdings, Inc. 0.07% of their portfolio NEW YORK, NY 133,152133.2k $5.7m $5.7m 0.07% Added +7.9k +7,926
23 FMR LLC 0.00% of their portfolio BOSTON, MA 114,498114.5k $4.9m $4.9m 0.00% Added +114.5k +114,481
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 114,253114.3k $4.9m $4.9m 0.01% Added +104.0k +104,043
25 Beacon Pointe Advisors, LLC 0.06% of their portfolio NEWPORT BEACH, CA 113,226113.2k $4.9m $4.9m 0.06% Reduced -29.3k -29,256
26 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 108,038108.0k $4.6m $4.6m 0.02% Reduced -6.1k -6,093
27 Callan Family Office, LLC 1.05% of their portfolio RADNOR, PA 98,89698.9k $4.2m $4.2m 1.05% Added +13.9k +13,923
28 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 97,59597.6k $4.2m $4.2m 0.00% Reduced -3.6k -3,646
29 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 93,86693.9k $4.0m $4.0m 0.00% Reduced -285 -285
30 Keebeck Wealth Management 0.55% of their portfolio Chicago, IL 77,08277.1k $3.3m $3.3m 0.55% Added +18.4k +18,355
31 Ascent Group, LLC 0.31% of their portfolio VIRGINIA BEACH, VA 75,77375.8k $3.3m $3.3m 0.31% Reduced -6.2k -6,155
32 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.28% of their portfolio FORT WAYNE, IN 75,06775.1k $3.2m $3.2m 0.28% Reduced -39.1k -39,053
33 ARQ WEALTH ADVISORS, LLC 1.91% of their portfolio SCOTTSDALE, AZ 74,70374.7k $3.2m $3.2m 1.91% Added +9.2k +9,209
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 63,73063.7k $2.7m $2.7m 0.00% Reduced -6.6k -6,641
35 RAYMOND JAMES TRUST N.A. 0.07% of their portfolio ST. PETERSBURG, FL 57,52057.5k $2.5m $2.5m 0.07% Unchanged
36 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 56,68456.7k $2.4m $2.4m 0.00% Added +251 +251
37 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 52,77052.8k $2.3m $2.3m 0.07% Added +26.0k +26,018
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 50,81750.8k $2.2m $2.2m 0.00% Added +751 +751
39 PFG Advisors 0.14% of their portfolio Phoenix, AZ 40,41240.4k $1.7m $1.7m 0.14% Added +2.0k +2,039
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 37,60237.6k $1.6m $1.6m 0.00% Reduced -133.7k -133,652
41 Beirne Wealth Consulting Services, LLC 0.77% of their portfolio SHELTON, CT 36,35336.4k $1.6m $1.6m 0.77% Added +19.5k +19,455
42 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 33,64133.6k $1.4m $1.4m 0.00% Reduced -45 -45
43 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 33,43133.4k $1.4m $1.4m 0.00% Reduced -16.0k -16,041
44 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 31,54931.5k $1.4m $1.4m 0.00% Added +8.6k +8,634
45 Robertson Stephens Wealth Management, LLC 0.08% of their portfolio San Francisco, CA 31,45431.5k $1.3m $1.3m 0.08% Added +686 +686
46 One Wealth Advisors, LLC 0.23% of their portfolio SAN FRANCISCO, CA 28,36228.4k $1.2m $1.2m 0.23% Reduced -61 -61
47 KICKSTAND VENTURES, LLC. 0.34% of their portfolio PITTSFORD, NY 27,84327.8k $1.2m $1.2m 0.34% Reduced -6.0k -6,006
48 TSA Wealth Managment LLC 0.54% of their portfolio HOUSTON, TX 26,95527.0k $1.2m $1.2m 0.54% First filing
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 26,83726.8k $1.2m $1.2m 0.00% Added +3.7k +3,735
50 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 26,50526.5k $1.1m $1.1m 0.02% Added +10.6k +10,571
51 Hirtle & Co., LLC 0.05% of their portfolio WEST CONSHOHOCKEN, PA 25,50225.5k $1.1m $1.1m 0.05% Reduced -1.5k -1,539
52 Quotient Wealth Partners, LLC 0.04% of their portfolio DALLAS, TX 24,50224.5k $1.1m $1.1m 0.04% First filing
53 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 22,94022.9k $983.2k $983.2k 0.01% Reduced -904 -904
54 EHRLICH FINANCIAL GROUP 0.96% of their portfolio LAGUNA NIGUEL, CA 22,22622.2k $952.6k $952.6k 0.96% First filing
55 WEALTH ALLIANCE, LLC 0.13% of their portfolio MELLVILLE, NY 21,89421.9k $938.4k $938.4k 0.13% Reduced -8.1k -8,062
56 RHS Financial, LLC 0.57% of their portfolio SAN FRANCISCO, CA 20,89120.9k $895.4k $895.4k 0.57% Reduced -4.8k -4,811
57 Cedar Brook Financial Partners, LLC 0.19% of their portfolio CLEVELAND, OH 20,88220.9k $871.6k $871.6k 0.19% Added +345 +345
58 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,19420.2k $865.5k $865.5k 0.00% Reduced -198.5k -198,511
59 Williams & Novak, LLC 0.92% of their portfolio WESTLAKE VILLAGE, CA 18,96819.0k $813.0k $813.0k 0.92% First filing
60 Affinity Capital Advisors, LLC 0.20% of their portfolio BERKELEY, CA 18,85918.9k $808.3k $808.3k 0.20% Reduced -1.1k -1,065
61 Cypress Wealth Services, LLC 0.20% of their portfolio PALM DESERT, CA 18,64218.6k $799.0k $799.0k 0.20% Added +1.6k +1,624
62 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 17,22717.2k $738.4k $738.4k 0.01% Added +630 +630
63 Heck Capital Advisors, LLC 0.12% of their portfolio Rhinelander, WI 16,87416.9k $723.2k $723.2k 0.12% Reduced -225.1k -225,083
64 Mayflower Financial Advisors, LLC 0.09% of their portfolio BOSTON, MA 15,18615.2k $650.9k $650.9k 0.09% Added +1.8k +1,754
65 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 14,04514.0k $602.0k $602.0k 0.00% Reduced -651 -651
66 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 13,61313.6k $583.5k $583.5k 0.00% Added +10.4k +10,403
67 BEACON FINANCIAL GROUP 0.07% of their portfolio DALLAS, TX 12,97913.0k $556.3k $556.3k 0.07% New
68 TRUST POINT INC. 0.04% of their portfolio LA CROSSE, WI 12,08412.1k $517.9k $517.9k 0.04% First filing
69 Wescott Financial Advisory Group, LLC 0.07% of their portfolio Philadelphia, PA 11,14311.1k $477.6k $477.6k 0.07% Reduced -4.6k -4,587
70 First Citizens Financial Corp 0.30% of their portfolio MASON CITY, IA 10,91910.9k $468.0k $468.0k 0.30% Reduced -245 -245
71 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 10,66910.7k $457.3k $457.3k 0.01% Reduced -839 -839
72 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 9,6629.7k $414.1k $414.1k 0.01% Added +225 +225
73 Regal Investment Advisors LLC 0.03% of their portfolio KENTWOOD, MI 8,8318.8k $378.5k $378.5k 0.03% Reduced -143 -143
74 Sheridan Capital Management, LLC 0.30% of their portfolio San Rafael, CA 8,5668.6k $367.1k $367.1k 0.30% First filing
75 BOURGEON CAPITAL MANAGEMENT LLC 0.08% of their portfolio Darien, CT 8,3358.3k $357.2k $357.2k 0.08% Added +295 +295
76 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,0848.1k $346.5k $346.5k 0.00% Reduced -1.1k -1,076
77 TRANSCEND CAPITAL ADVISORS, LLC 0.03% of their portfolio MADISON, NJ 7,6117.6k $326.2k $326.2k 0.03% Reduced -464 -464
78 Hoxton Planning & Management, LLC 0.17% of their portfolio SHEPHERDSTOWN, WV 7,5997.6k $326.0k $326.0k 0.17% Reduced -4.4k -4,441
79 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 7,2337.2k $310.0k $310.0k 0.00% Reduced -137 -137
80 Horst & Graben Wealth Management LLC 0.07% of their portfolio PORTLAND, OR 7,2237.2k $309.6k $309.6k 0.07% New
81 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,1867.2k $307.0k $307.0k 0.00% Reduced -37.1k -37,107
82 MERIDIAN MANAGEMENT CO 0.09% of their portfolio LITTLE ROCK, AR 6,9767.0k $299.7k $299.7k 0.09% Reduced -431.2k -431,200
83 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 6,8696.9k $294.4k $294.4k 0.02% Reduced -394 -394
84 Seed Wealth Management, Inc. 0.26% of their portfolio EVANSTON, IL 6,0006.0k $253.6k $253.6k 0.26% Unchanged
85 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 5,9285.9k $254.1k $254.1k 0.01% New
86 FIRETHORN WEALTH PARTNERS, LLC 0.16% of their portfolio AUGUSTA, GA 5,8615.9k $251.2k $251.2k 0.16% Reduced -1.1k -1,080
87 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 5,8445.8k $244.7k $244.7k 0.01% Reduced -435 -435
88 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 5,8165.8k $249.3k $249.3k 0.01% Reduced -978 -978
89 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 5,8105.8k $249.0k $249.0k 0.02% Reduced -150 -150
90 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,6855.7k $243.7k $243.7k 0.00% Added +25 +25
91 KM Capital Management Ltd. 0.14% of their portfolio AUSTIN, TX 5,6485.6k $242.1k $242.1k 0.14% Reduced -31.5k -31,479
92 Dentgroup LLC 0.20% of their portfolio BATON ROUGE, LA 5,2405.2k $224.6k $224.6k 0.20% Reduced -9.7k -9,733
93 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 5,1695.2k $221.5k $221.5k 0.00% Added +222 +222
94 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,1295.1k $220.0k $220.0k 0.00% New
95 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 5,0105.0k $214.7k $214.7k 0.00% Unchanged
96 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 4,9124.9k $211.0k $211.0k 0.02% New
97 Pallas Capital Advisors LLC 0.01% of their portfolio BRAINTREE, MA 4,6734.7k $200.3k $200.3k 0.01% Reduced -2.9k -2,859
98 First Horizon Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 3,9694.0k $170.1k $170.1k 0.01% New
99 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 3,4173.4k $146.5k $146.5k 0.00% Reduced -12 -12
100 Aspire Private Capital, LLC 0.04% of their portfolio Cornelius, NC 3,2973.3k $141.3k $141.3k 0.04% Added +7 +7