Vault-13

ISHARES INC EMGF

EMNG MKTS EQT · ETP · CUSIP 46434G889

124 institutional holders -13 vs Q4 2023
13,922,03313.9m shares reported held*
$621.0mreported value*
14 new 31 added 58 reduced 24 sold out net bought ≈ $36.2m (+813.2k 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 ≈ $44.61.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 96Q4 22: 99Q1 23: 123Q2 23: 117Q3 23: 126Q4 23: 137Q1 24: 124124Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202296
Q4 202299
Q1 2023123
Q2 2023117
Q3 2023126
Q4 2023137
Q1 2024124

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 23Q1 24: 45 bought or addedQ1 24: 82 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224849
Q1 20238429
Q2 20234667
Q3 20234260
Q4 20235274
Q1 20244582

Biggest buyers

FMR LLC Added +1,033,876+1.0m
MORGAN STANLEY Added +698,917+698.9k
Callan Capital, LLC Added +137,331+137.3k
SageView Advisory Group, LLC Added +124,688+124.7k
Strategic Financial Services, Inc. Added +95,758+95.8k
Pure Financial Advisors, LLC Added +29,221+29.2k
Kingsview Wealth Management, LLC Added +28,177+28.2k
Weil Company, Inc. New +21,902+21.9k
RAYMOND JAMES & ASSOCIATES Added +16,550+16.6k
Dynamic Advisor Solutions LLC Added +14,917+14.9k

Biggest sellers

JPMORGAN CHASE & CO Reduced -333,782-333.8k
OLD MISSION CAPITAL LLC Sold out -189,520-189.5k
FLOW TRADERS U.S. LLC Reduced -122,881-122.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -78,639-78.6k
Wade Financial Advisory, Inc Reduced -78,436-78.4k
CWM, LLC Reduced -77,387-77.4k
WELLS FARGO & COMPANY/MN Reduced -56,826-56.8k
MERCER GLOBAL ADVISORS INC /ADV Reduced -48,071-48.1k
Ullmann Wealth Partners Group, LLC Reduced -46,647-46.6k
CITADEL ADVISORS LLC Sold out -37,602-37.6k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,016,3332.0m $89.8m $89.8m 0.00% Added +698.9k +698,917
2 Strategic Financial Services, Inc. 4.93% of their portfolio UTICA, NY 1,712,5891.7m $76.3m $76.3m 4.93% Added +95.8k +95,758
3 FMR LLC 0.00% of their portfolio BOSTON, MA 1,148,3741.1m $51.1m $51.1m 0.00% Added +1.0m +1,033,876
4 CWM, LLC 0.24% of their portfolio OMAHA, NE 1,121,9361.1m $50.0m $50.0m 0.24% Reduced -77.4k -77,387
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,081,3661.1m $48.2m $48.2m 0.00% Reduced -333.8k -333,782
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 697,611697.6k $31.1m $31.1m 0.01% Reduced -56.8k -56,826
7 Integrated Wealth Concepts LLC 0.34% of their portfolio WALTHAM, MA 528,947528.9k $23.6m $23.6m 0.34% Reduced -9.9k -9,871
8 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 461,412461.4k $20.5m $20.5m 0.01% Reduced -5.2k -5,151
9 Trilogy Capital Inc. 0.93% of their portfolio IRVINE, CA 363,541363.5k $16.2m $16.2m 0.93% Reduced -27.3k -27,252
10 Ullmann Wealth Partners Group, LLC 2.34% of their portfolio JACKSONVILLE BEACH, FL 352,658352.7k $15.7m $15.7m 2.34% Reduced -46.6k -46,647
11 Dynamic Advisor Solutions LLC 0.49% of their portfolio PHOENIX, AZ 326,948326.9k $14.6m $14.6m 0.49% Added +14.9k +14,917
12 Clearwater Capital Advisors, LLC 1.43% of their portfolio HOFFMAN ESTATES, IL 300,945300.9k $13.4m $13.4m 1.43% Added +7.1k +7,125
13 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 293,356293.4k $13.1m $13.1m 0.04% Reduced -48.1k -48,071
14 Pure Financial Advisors, LLC 0.41% of their portfolio SAN DIEGO, CA 290,759290.8k $13.0m $13.0m 0.41% Added +29.2k +29,221
15 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 282,434282.4k $12.6m $12.6m 0.01% Added +16.6k +16,550
16 Callan Capital, LLC 0.54% of their portfolio LA JOLLA, CA 276,036276.0k $12.3m $12.3m 0.54% Added +137.3k +137,331
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 225,419225.4k $10.0m $10.0m 0.00% Reduced -33.5k -33,486
18 Foundations Investment Advisors, LLC 0.17% of their portfolio PHOENIX, AZ 149,177149.2k $6.6m $6.6m 0.17% Added +4.7k +4,709
19 Equitable Holdings, Inc. 0.07% of their portfolio NEW YORK, NY 138,322138.3k $6.2m $6.2m 0.07% Added +5.2k +5,170
20 Armbruster Capital Management, Inc. 1.29% of their portfolio PITTSFORD, NY 135,610135.6k $6.0m $6.0m 1.29% Reduced -3.4k -3,415
21 SageView Advisory Group, LLC 0.34% of their portfolio Newport Beach, CA 130,532130.5k $6.7m $6.7m 0.34% Added +124.7k +124,688
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 106,730106.7k $4.8m $4.8m 0.00% Added +9.1k +9,135
23 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 103,529103.5k $4.6m $4.6m 0.01% Reduced -4.5k -4,509
24 Wade Financial Advisory, Inc 1.57% of their portfolio CAMPBELL, CA 96,96697.0k $4.3m $4.3m 1.57% Reduced -78.4k -78,436
25 Beacon Pointe Advisors, LLC 0.05% of their portfolio NEWPORT BEACH, CA 96,80896.8k $4.3m $4.3m 0.05% Reduced -16.4k -16,418
26 Callan Family Office, LLC 0.99% of their portfolio RADNOR, PA 94,69194.7k $4.2m $4.2m 0.99% Reduced -4.2k -4,205
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 94,56594.6k $4.2m $4.2m 0.00% Added +699 +699
28 Kingsview Wealth Management, LLC 0.09% of their portfolio GRANTS PASS, OR 80,94780.9k $3.6m $3.6m 0.09% Added +28.2k +28,177
29 ARQ WEALTH ADVISORS, LLC 1.52% of their portfolio SCOTTSDALE, AZ 78,67978.7k $3.5m $3.5m 1.52% Added +4.0k +3,976
30 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.26% of their portfolio FORT WAYNE, IN 70,04170.0k $3.1m $3.1m 0.26% Reduced -5.0k -5,026
31 Keebeck Wealth Management 0.44% of their portfolio Chicago, IL 67,59967.6k $3.0m $3.0m 0.44% Reduced -9.5k -9,483
32 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 51,71951.7k $2.3m $2.3m 0.00% Added +902 +902
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 50,62750.6k $2.3m $2.3m 0.00% Reduced -6.1k -6,057
34 PFG Advisors 0.15% of their portfolio Phoenix, AZ 45,83145.8k $2.0m $2.0m 0.15% Added +5.4k +5,419
35 Ascent Group, LLC 0.16% of their portfolio VIRGINIA BEACH, VA 39,78639.8k $1.8m $1.8m 0.16% Reduced -36.0k -35,987
36 UBS Group AG 0.00% of their portfolio ZURICH, V8 37,37537.4k $1.7m $1.7m 0.00% Reduced -26.4k -26,355
37 Beirne Wealth Consulting Services, LLC 0.69% of their portfolio SHELTON, CT 36,74436.7k $1.6m $1.6m 0.69% Added +391 +391
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 35,61435.6k $1.6m $1.6m 0.00% Reduced -78.6k -78,639
39 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 29,43429.4k $1.3m $1.3m 0.00% Reduced -2.1k -2,115
40 Mariner, LLC 0.00% of their portfolio Overland Park, KS 28,76928.8k $1.3m $1.3m 0.00% Added +1.9k +1,932
41 Robertson Stephens Wealth Management, LLC 0.07% of their portfolio San Francisco, CA 28,36528.4k $1.3m $1.3m 0.07% Reduced -3.1k -3,089
42 FLOW TRADERS U.S. LLC 0.06% of their portfolio NEW YORK, NY 27,14727.1k $1.2m $1.2m 0.06% Reduced -122.9k -122,881
43 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 26,58926.6k $1.2m $1.2m 0.00% Reduced -7.1k -7,052
44 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 26,24226.2k $1.2m $1.2m 0.02% Reduced -263 -263
45 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 25,75025.8k $1.1m $1.1m 0.00% Reduced -7.7k -7,681
46 Hirtle & Co., LLC 0.05% of their portfolio WEST CONSHOHOCKEN, PA 25,33125.3k $1.1m $1.1m 0.05% Reduced -171 -171
47 KICKSTAND VENTURES, LLC. 0.31% of their portfolio PITTSFORD, NY 24,73924.7k $1.1m $1.1m 0.31% Reduced -3.1k -3,104
48 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 23,31023.3k $1.0m $1.0m 0.01% Added +370 +370
49 One Wealth Advisors, LLC 0.17% of their portfolio SAN FRANCISCO, CA 22,39022.4k $997.3k $997.3k 0.17% Reduced -6.0k -5,972
50 Weil Company, Inc. 0.39% of their portfolio SAN DIEGO, CA 21,90221.9k $975.5k $975.5k 0.39% New
51 Cedar Brook Financial Partners, LLC 0.19% of their portfolio CLEVELAND, OH 21,81721.8k $971.7k $971.7k 0.19% Added +935 +935
52 Williams & Novak, LLC 0.92% of their portfolio WESTLAKE VILLAGE, CA 18,96819.0k $813.0k $813.0k 0.92% Unchanged
53 Cypress Wealth Services, LLC 0.18% of their portfolio PALM DESERT, CA 17,64517.6k $785.9k $785.9k 0.18% Reduced -997 -997
54 RHS Financial, LLC 0.45% of their portfolio SAN FRANCISCO, CA 17,25617.3k $768.6k $768.6k 0.45% Reduced -3.6k -3,635
55 Heck Capital Advisors, LLC 0.11% of their portfolio Rhinelander, WI 16,77416.8k $747.1k $747.1k 0.11% Reduced -100 -100
56 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,45315.5k $688.3k $688.3k 0.01% Reduced -1.8k -1,774
57 Affinity Capital Advisors, LLC 0.14% of their portfolio BERKELEY, CA 14,55414.6k $648.2k $648.2k 0.14% Reduced -4.3k -4,305
58 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,27814.3k $635.9k $635.9k 0.00% New
59 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 14,07114.1k $626.7k $626.7k 0.00% Added +458 +458
60 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 13,13613.1k $585.1k $585.1k 0.00% Reduced -909 -909
61 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 12,76812.8k $568.7k $568.7k 0.02% New
62 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 12,02412.0k $556.1k $556.1k 0.01% Added +1.4k +1,355
63 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 11,82511.8k $526.7k $526.7k 0.06% Reduced -1.2k -1,154
64 First Citizens Financial Corp 0.30% of their portfolio MASON CITY, IA 11,51511.5k $512.9k $512.9k 0.30% Added +596 +596
65 TSA Wealth Managment LLC 0.22% of their portfolio HOUSTON, TX 11,43111.4k $509.1k $509.1k 0.22% Reduced -15.5k -15,524
66 Quotient Wealth Partners, LLC 0.02% of their portfolio DALLAS, TX 10,58110.6k $471.3k $471.3k 0.02% Reduced -13.9k -13,921
67 Regal Investment Advisors LLC 0.03% of their portfolio KENTWOOD, MI 9,1879.2k $409.2k $409.2k 0.03% Added +356 +356
68 BOURGEON CAPITAL MANAGEMENT LLC 0.08% of their portfolio Darien, CT 8,7398.7k $389.2k $389.2k 0.08% Added +404 +404
69 WEALTH ALLIANCE, LLC 0.05% of their portfolio MELLVILLE, NY 8,6618.7k $385.8k $385.8k 0.05% Reduced -13.2k -13,233
70 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 7,7857.8k $346.7k $346.7k 0.00% Reduced -299 -299
71 Mayflower Financial Advisors, LLC 0.06% of their portfolio BOSTON, MA 7,4477.4k $331.7k $331.7k 0.06% Reduced -7.7k -7,739
72 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 7,1527.2k $318.6k $318.6k 0.00% Reduced -81 -81
73 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 6,6986.7k $298.7k $298.7k 0.02% Reduced -171 -171
74 Horst & Graben Wealth Management LLC 0.06% of their portfolio PORTLAND, OR 6,5376.5k $291.2k $291.2k 0.06% Reduced -686 -686
75 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 6,4926.5k $297.3k $297.3k 0.01% New
76 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 6,1536.2k $274.1k $274.1k 0.01% Added +225 +225
77 Seed Wealth Management, Inc. 0.26% of their portfolio EVANSTON, IL 6,0006.0k $267.5k $267.5k 0.26% Unchanged
78 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,6355.6k $251.0k $251.0k 0.00% Reduced -50 -50
79 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 5,0105.0k $223.1k $223.1k 0.00% Unchanged
80 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 4,9154.9k $218.9k $218.9k 0.01% Reduced -895 -895
81 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 4,9124.9k $219.0k $219.0k 0.02% Unchanged
82 QRG CAPITAL MANAGEMENT, INC. 0.00% of their portfolio BERWYN, PA 4,6454.6k $206.9k $206.9k 0.00% New
83 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 4,5994.6k $204.8k $204.8k 0.00% Reduced -1.2k -1,217
84 Sheridan Capital Management, LLC 0.15% of their portfolio San Rafael, CA 4,5004.5k $200.4k $200.4k 0.15% Reduced -4.1k -4,066
85 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,1204.1k $183.0k $183.0k 0.00% Reduced -3.1k -3,066
86 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,1194.1k $183.5k $183.5k 0.01% New
87 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 3,6733.7k $163.6k $163.6k 0.00% Added +256 +256
88 Aspire Private Capital, LLC 0.04% of their portfolio Cornelius, NC 3,2913.3k $146.6k $146.6k 0.04% Reduced -6 -6
89 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 3,1443.1k $140.2k $140.2k 0.00% New
90 VALLEY NATIONAL ADVISERS INC 0.02% of their portfolio BETHLEHEM, PA 2,9272.9k $130.0k $130.0k 0.02% Reduced -28 -28
91 Acropolis Investment Management, LLC 0.01% of their portfolio ST. LOUIS, MO 2,9002.9k $129.2k $129.2k 0.01% New
92 Asset Dedication, LLC 0.01% of their portfolio SAN FRANCISCO, CA 2,7162.7k $121.0k $121.0k 0.01% Unchanged
93 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,0962.1k $93.4k $93.4k 0.00% Unchanged
94 Capital Advisors, Ltd. LLC 0.01% of their portfolio SHAKER HEIGHTS, OH 1,9752.0k $88.0k $88.0k 0.01% Unchanged
95 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 1,8491.8k $82.9k $82.9k 0.01% Reduced -672 -672
96 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 846846 $37.7k $37.7k 0.00% New
97 COMERICA BANK 0.00% of their portfolio DALLAS, TX 814814 $36.3k $36.3k 0.00% Added +636 +636
98 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 771771 $34.3k $34.3k 0.00% Unchanged
99 Element Wealth, LLC 0.02% of their portfolio RIDGELAND, MS 607607 $27.1k $27.1k 0.02% Unchanged
100 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 595595 $26.5k $26.5k 0.00% New