Vault-13

ISHARES INC EMGF

EMNG MKTS EQT · ETP · CUSIP 46434G889

131 institutional holders +3 vs Q2 2024
13,955,98414.0m shares reported held*
$693.6mreported value*
10 new 51 added 42 reduced 7 sold out net bought ≈ $10.5m (+211.4k 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 ≈ $49.70.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 96Q4 22: 99Q1 23: 123Q2 23: 117Q3 23: 126Q4 23: 137Q1 24: 124Q2 24: 128Q3 24: 131131Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202296
Q4 202299
Q1 2023123
Q2 2023117
Q3 2023126
Q4 2023137
Q1 2024124
Q2 2024128
Q3 2024131

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 outQ1 23: 84 bought or addedQ1 23: 29 cut or sold outQ1 23Q2 23: 46 bought or addedQ2 23: 67 cut or sold outQ3 23: 42 bought or addedQ3 23: 60 cut or sold outQ3 23Q4 23: 52 bought or addedQ4 23: 74 cut or sold outQ1 24: 45 bought or addedQ1 24: 82 cut or sold outQ1 24Q2 24: 51 bought or addedQ2 24: 63 cut or sold outQ3 24: 61 bought or addedQ3 24: 49 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224849
Q1 20238429
Q2 20234667
Q3 20234260
Q4 20235274
Q1 20244582
Q2 20245163
Q3 20246149

Biggest buyers

JPMORGAN CHASE & CO Added +157,678+157.7k
Integrated Wealth Concepts LLC Added +135,686+135.7k
ENVESTNET ASSET MANAGEMENT INC Added +126,938+126.9k
Frontier Asset Management, LLC New +107,104+107.1k
FLOW TRADERS U.S. LLC New +79,895+79.9k
Sanctuary Advisors, LLC Added +57,913+57.9k
Pure Financial Advisors, LLC Added +54,093+54.1k
MORGAN STANLEY Added +34,539+34.5k
Cetera Investment Advisers Added +32,571+32.6k
RAYMOND JAMES & ASSOCIATES Added +28,343+28.3k

Biggest sellers

FMR LLC Reduced -269,256-269.3k
Callan Capital, LLC Reduced -135,023-135.0k
Ullmann Wealth Partners Group, LLC Reduced -69,534-69.5k
JANE STREET GROUP, LLC Sold out -64,417-64.4k
Alera Investment Advisors, LLC Reduced -63,262-63.3k
CWM, LLC Reduced -53,379-53.4k
NewEdge Advisors, LLC Reduced -19,397-19.4k
Beacon Pointe Advisors, LLC Reduced -18,700-18.7k
MERCER GLOBAL ADVISORS INC /ADV Reduced -18,113-18.1k
Ascent Group, LLC Reduced -17,079-17.1k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Strategic Financial Services, Inc. 5.18% of their portfolio UTICA, NY 1,754,4591.8m $87.4m $87.4m 5.18% Added +4.8k +4,781
2 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,692,7561.7m $84.3m $84.3m 0.00% Added +157.7k +157,678
3 FMR LLC 0.01% of their portfolio BOSTON, MA 1,679,0471.7m $83.6m $83.6m 0.01% Reduced -269.3k -269,256
4 CWM, LLC 0.22% of their portfolio OMAHA, NE 1,004,6201.0m $50.0m $50.0m 0.22% Reduced -53.4k -53,379
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 792,725792.7k $39.5m $39.5m 0.00% Added +34.5k +34,539
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 661,611661.6k $32.9m $32.9m 0.01% Reduced -7.6k -7,557
7 Integrated Wealth Concepts LLC 0.38% of their portfolio WALTHAM, MA 619,348619.3k $30.8m $30.8m 0.38% Added +135.7k +135,686
8 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 443,214443.2k $22.1m $22.1m 0.01% Reduced -6.4k -6,414
9 Pure Financial Advisors, LLC 0.45% of their portfolio SAN DIEGO, CA 374,793374.8k $18.7m $18.7m 0.45% Added +54.1k +54,093
10 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 330,713330.7k $16.5m $16.5m 0.01% Added +126.9k +126,938
11 Sanctuary Advisors, LLC 0.10% of their portfolio INDIANAPOLIS, IN 327,269327.3k $15.4m $15.4m 0.10% Added +57.9k +57,913
12 Clearwater Capital Advisors, LLC 1.57% of their portfolio HOFFMAN ESTATES, IL 324,224324.2k $16.1m $16.1m 1.57% Added +15.1k +15,077
13 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 304,985305.0k $15.2m $15.2m 0.01% Added +28.3k +28,343
14 Dynamic Advisor Solutions LLC 0.41% of their portfolio PHOENIX, AZ 274,110274.1k $13.6m $13.6m 0.41% Added +4.4k +4,369
15 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 257,910257.9k $12.9m $12.9m 0.03% Reduced -18.1k -18,113
16 Ullmann Wealth Partners Group, LLC 1.27% of their portfolio JACKSONVILLE BEACH, FL 197,864197.9k $9.9m $9.9m 1.27% Reduced -69.5k -69,534
17 Foundations Investment Advisors, LLC 0.18% of their portfolio PHOENIX, AZ 174,887174.9k $8.7m $8.7m 0.18% Added +8.9k +8,904
18 Equitable Holdings, Inc. 0.07% of their portfolio NEW YORK, NY 153,635153.6k $7.6m $7.6m 0.07% Added +10.9k +10,912
19 Alera Investment Advisors, LLC 0.89% of their portfolio DEERFIELD, IL 151,377151.4k $7.5m $7.5m 0.89% Reduced -63.3k -63,262
20 Callan Capital, LLC 0.46% of their portfolio LA JOLLA, CA 133,509133.5k $6.6m $6.6m 0.46% Reduced -135.0k -135,023
21 Armbruster Capital Management, Inc. 1.30% of their portfolio PITTSFORD, NY 131,558131.6k $6.6m $6.6m 1.30% Reduced -1.8k -1,766
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 119,938119.9k $6.0m $6.0m 0.00% Added +6.3k +6,280
23 Frontier Asset Management, LLC 1.77% of their portfolio SHERIDAN, WY 107,104107.1k $5.3m $5.3m 1.77% New
24 Wade Financial Advisory, Inc 1.66% of their portfolio CAMPBELL, CA 98,80898.8k $4.9m $4.9m 1.66% Added +3.3k +3,330
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 97,57497.6k $4.9m $4.9m 0.00% Added +1.8k +1,777
26 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 97,24297.2k $4.8m $4.8m 0.01% Reduced -3.1k -3,078
27 ARQ WEALTH ADVISORS, LLC 1.66% of their portfolio SCOTTSDALE, AZ 93,26893.3k $4.4m $4.4m 1.66% Added +6.2k +6,201
28 Callan Family Office, LLC 0.69% of their portfolio RADNOR, PA 82,94482.9k $4.1m $4.1m 0.69% Reduced -3.5k -3,522
29 FLOW TRADERS U.S. LLC 0.20% of their portfolio NEW YORK, NY 79,89579.9k $4.0m $4.0m 0.20% New
30 Ascent Group, LLC 0.30% of their portfolio VIRGINIA BEACH, VA 78,86178.9k $3.9m $3.9m 0.30% Reduced -17.1k -17,079
31 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 71,91471.9k $3.6m $3.6m 0.04% Reduced -18.7k -18,700
32 OLD MISSION CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 65,12565.1k $3.2m $3.2m 0.07% Added +25.0k +25,017
33 Keebeck Wealth Management 0.45% of their portfolio Chicago, IL 62,60462.6k $3.1m $3.1m 0.45% Added +614 +614
34 PFG Advisors 0.17% of their portfolio Phoenix, AZ 54,59754.6k $2.7m $2.7m 0.17% Added +6.0k +5,951
35 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 53,20553.2k $2.6m $2.6m 0.00% Reduced -271 -271
36 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.20% of their portfolio FORT WAYNE, IN 52,44552.4k $2.6m $2.6m 0.20% Reduced -4.2k -4,234
37 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 50,46450.5k $2.5m $2.5m 0.00% Reduced -24 -24
38 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 46,04246.0k $2.3m $2.3m 0.01% Added +32.6k +32,571
39 Mullaney, Keating & Wright, Inc. 1.22% of their portfolio MIDDLETOWN, CT 38,47638.5k $1.8m $1.8m 1.22% Reduced -535 -535
40 Mariner, LLC 0.00% of their portfolio Overland Park, KS 36,60336.6k $1.8m $1.8m 0.00% Added +3.5k +3,466
41 Beirne Wealth Consulting Services, LLC 0.64% of their portfolio SHELTON, CT 36,37236.4k $1.8m $1.8m 0.64% Added +66 +66
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 35,95336.0k $1.8m $1.8m 0.00% Reduced -779 -779
43 Weil Company, Inc. 0.57% of their portfolio SAN DIEGO, CA 35,02935.0k $1.7m $1.7m 0.57% Added +6.7k +6,697
44 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 33,78933.8k $1.7m $1.7m 0.00% Added +3.4k +3,421
45 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% of their portfolio LOS ANGELES, CA 31,84931.8k $1.6m $1.6m 0.04% Added +10.1k +10,120
46 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 28,55228.6k $1.4m $1.4m 0.03% Reduced -352 -352
47 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 28,46828.5k $1.4m $1.4m 0.00% Added +2.2k +2,199
48 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 27,25127.3k $1.4m $1.4m 0.02% Added +2.3k +2,267
49 Robertson Stephens Wealth Management, LLC 0.05% of their portfolio San Francisco, CA 25,79725.8k $1.3m $1.3m 0.05% Added +108 +108
50 KICKSTAND VENTURES, LLC. 0.31% of their portfolio PITTSFORD, NY 24,01824.0k $1.2m $1.2m 0.31% Added +1.0k +1,041
51 One Wealth Advisors, LLC 0.17% of their portfolio SAN FRANCISCO, CA 22,63622.6k $1.1m $1.1m 0.17% Reduced -172 -172
52 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 21,24721.2k $1.1m $1.1m 0.00% Added +10.3k +10,295
53 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 20,91320.9k $1.0m $1.0m 0.01% Reduced -479 -479
54 Hirtle & Co., LLC 0.04% of their portfolio WEST CONSHOHOCKEN, PA 20,74620.7k $1.0m $1.0m 0.04% Reduced -957 -957
55 RHS Financial, LLC 0.50% of their portfolio SAN FRANCISCO, CA 20,13820.1k $1.0m $1.0m 0.50% Added +3.6k +3,614
56 Heck Capital Advisors, LLC 0.10% of their portfolio Rhinelander, WI 17,10517.1k $851.7k $851.7k 0.10% Added +372 +372
57 First Citizens Financial Corp 0.43% of their portfolio MASON CITY, IA 16,32216.3k $812.7k $812.7k 0.43% Added +975 +975
58 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,91015.9k $792.2k $792.2k 0.01% Reduced -784 -784
59 Cypress Wealth Services, LLC 0.16% of their portfolio PALM DESERT, CA 15,46515.5k $770.0k $770.0k 0.16% Reduced -827 -827
60 Quotient Wealth Partners, LLC 0.02% of their portfolio DALLAS, TX 14,61514.6k $727.7k $727.7k 0.02% Added +2.1k +2,124
61 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,56014.6k $724.9k $724.9k 0.00% Added +8.1k +8,132
62 Affinity Capital Advisors, LLC 0.13% of their portfolio BERKELEY, CA 13,96214.0k $695.2k $695.2k 0.13% Reduced -482 -482
63 Empirical Asset Management, LLC 0.25% of their portfolio WELLESLEY, MA 13,85313.9k $689.7k $689.7k 0.25% Added +9.2k +9,220
64 TSA Wealth Managment LLC 0.28% of their portfolio HOUSTON, TX 13,74013.7k $684.1k $684.1k 0.28% Added +4.5k +4,534
65 Strategic Blueprint, LLC 0.04% of their portfolio ATLANTA, GA 13,44413.4k $669.4k $669.4k 0.04% New
66 Williams & Novak, LLC 0.58% of their portfolio WESTLAKE VILLAGE, CA 12,49112.5k $621.9k $621.9k 0.58% Reduced -3.1k -3,129
67 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,76211.8k $585.6k $585.6k 0.00% Reduced -19.4k -19,397
68 BEACON FINANCIAL GROUP 0.06% of their portfolio DALLAS, TX 11,04011.0k $549.7k $549.7k 0.06% Added +164 +164
69 Horst & Graben Wealth Management LLC 0.10% of their portfolio PORTLAND, OR 10,77410.8k $536.4k $536.4k 0.10% Added +4.8k +4,759
70 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 10,07010.1k $501.4k $501.4k 0.00% Reduced -1.7k -1,652
71 BOURGEON CAPITAL MANAGEMENT LLC 0.09% of their portfolio Darien, CT 9,9079.9k $493.3k $493.3k 0.09% Added +395 +395
72 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 9,5459.5k $475.2k $475.2k 0.00% New
73 Regal Investment Advisors LLC 0.03% of their portfolio KENTWOOD, MI 8,8398.8k $440.1k $440.1k 0.03% Added +41 +41
74 WEALTH ALLIANCE, LLC 0.05% of their portfolio MELLVILLE, NY 8,2388.2k $410.2k $410.2k 0.05% Reduced -293 -293
75 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 7,7337.7k $385.0k $385.0k 0.00% Reduced -41 -41
76 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,7137.7k $385.2k $385.2k 0.01% Added +1.0k +1,008
77 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 7,3607.4k $366.5k $366.5k 0.00% Added +161 +161
78 Mayflower Financial Advisors, LLC 0.05% of their portfolio BOSTON, MA 6,3206.3k $314.7k $314.7k 0.05% Reduced -326 -326
79 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 6,1776.2k $307.5k $307.5k 0.01% Reduced -120 -120
80 Seed Wealth Management, Inc. 0.24% of their portfolio EVANSTON, IL 6,0006.0k $298.7k $298.7k 0.24% Unchanged
81 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 5,9285.9k $295.2k $295.2k 0.01% Reduced -6.3k -6,258
82 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 5,2545.3k $263.8k $263.8k 0.01% Added +132 +132
83 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 5,0105.0k $249.4k $249.4k 0.00% Unchanged
84 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,9815.0k $248.0k $248.0k 0.01% Unchanged
85 QRG CAPITAL MANAGEMENT, INC. 0.00% of their portfolio BERWYN, PA 4,7344.7k $235.7k $235.7k 0.00% New
86 Sheridan Capital Management, LLC 0.16% of their portfolio San Rafael, CA 4,5004.5k $224.1k $224.1k 0.16% Unchanged
87 Ascent Wealth Partners, LLC 0.03% of their portfolio NEW HARTFORD, NY 4,4654.5k $222.3k $222.3k 0.03% Unchanged
88 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,4414.4k $221.1k $221.1k 0.00% Reduced -357 -357
89 Aspire Private Capital, LLC 0.05% of their portfolio Cornelius, NC 4,4144.4k $219.8k $219.8k 0.05% Added +394 +394
90 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 4,4024.4k $205.4k $205.4k 0.00% Unchanged
91 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,1434.1k $206.0k $206.0k 0.00% Reduced -5.1k -5,135
92 TRANSCEND CAPITAL ADVISORS, LLC 0.01% of their portfolio MADISON, NJ 4,1234.1k $205.3k $205.3k 0.01% New
93 Capital Advisors, Ltd. LLC 0.02% of their portfolio SHAKER HEIGHTS, OH 3,8423.8k $191.0k $191.0k 0.02% Reduced -220 -220
94 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 3,7693.8k $187.7k $187.7k 0.00% Reduced -113 -113
95 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 3,2043.2k $159.5k $159.5k 0.00% Added +988 +988
96 VALLEY NATIONAL ADVISERS INC 0.03% of their portfolio BETHLEHEM, PA 2,9272.9k $145.0k $145.0k 0.03% Unchanged
97 Acropolis Investment Management, LLC 0.01% of their portfolio ST. LOUIS, MO 2,9002.9k $144.4k $144.4k 0.01% Unchanged
98 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,9002.9k $144.4k $144.4k 0.00% Added +2.5k +2,490
99 Asset Dedication, LLC 0.01% of their portfolio SAN FRANCISCO, CA 2,5572.6k $127.3k $127.3k 0.01% Reduced -159 -159
100 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,3001.3k $64.7k $64.7k 0.00% Unchanged