Vault-13

ISHARES INC EMGF

EMNG MKTS EQT · ETP · CUSIP 46434G889

148 institutional holders +17 vs Q3 2024
15,720,72615.7m shares reported held*
$711.2mreported value*
16 new 60 added 38 reduced 5 sold out net bought ≈ $60.1m (+1.3m 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 ≈ $45.24.

Trends to Q4 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: 131Q4 24: 148148Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202296
Q4 202299
Q1 2023123
Q2 2023117
Q3 2023126
Q4 2023137
Q1 2024124
Q2 2024128
Q3 2024131
Q4 2024148

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 23: 84 bought or addedQ1 23: 29 cut or sold outQ2 23: 46 bought or addedQ2 23: 67 cut or sold outQ2 23Q3 23: 42 bought or addedQ3 23: 60 cut or sold outQ4 23: 52 bought or addedQ4 23: 74 cut or sold outQ4 23Q1 24: 45 bought or addedQ1 24: 82 cut or sold outQ2 24: 51 bought or addedQ2 24: 63 cut or sold outQ2 24Q3 24: 61 bought or addedQ3 24: 49 cut or sold outQ4 24: 76 bought or addedQ4 24: 43 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20238429
Q2 20234667
Q3 20234260
Q4 20235274
Q1 20244582
Q2 20245163
Q3 20246149
Q4 20247643

Biggest buyers

Dynasty Wealth Management, LLC New +427,016+427.0k
ENVESTNET ASSET MANAGEMENT INC Added +337,502+337.5k
JANE STREET GROUP, LLC New +190,073+190.1k
AMERIPRISE FINANCIAL INC Added +176,865+176.9k
EXCHANGE TRADED CONCEPTS, LLC New +162,288+162.3k
CITADEL ADVISORS LLC Added +143,566+143.6k
LPL Financial LLC Added +130,191+130.2k
Frontier Asset Management, LLC Added +114,972+115.0k
Stokes Family Office, LLC New +113,405+113.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +75,844+75.8k

Biggest sellers

JPMORGAN CHASE & CO Reduced -372,333-372.3k
Integrated Wealth Concepts LLC Reduced -249,762-249.8k
CWM, LLC Reduced -132,991-133.0k
FLOW TRADERS U.S. LLC Sold out -79,895-79.9k
Ullmann Wealth Partners Group, LLC Reduced -45,630-45.6k
FMR LLC Reduced -33,809-33.8k
MORGAN STANLEY Reduced -28,083-28.1k
MERCER GLOBAL ADVISORS INC /ADV Reduced -16,754-16.8k
Robertson Stephens Wealth Management, LLC Reduced -6,444-6.4k
Weil Company, Inc. Reduced -6,352-6.4k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Strategic Financial Services, Inc. 4.89% of their portfolio UTICA, NY 1,813,3671.8m $82.0m $82.0m 4.89% Added +58.9k +58,908
2 FMR LLC 0.00% of their portfolio BOSTON, MA 1,645,2381.6m $74.4m $74.4m 0.00% Reduced -33.8k -33,809
3 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,320,4231.3m $59.7m $59.7m 0.00% Reduced -372.3k -372,333
4 CWM, LLC 0.16% of their portfolio OMAHA, NE 871,629871.6k $39.4m $39.4m 0.16% Reduced -133.0k -132,991
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 764,642764.6k $34.6m $34.6m 0.00% Reduced -28.1k -28,083
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 727,272727.3k $32.9m $32.9m 0.01% Added +65.7k +65,661
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 668,215668.2k $30.2m $30.2m 0.01% Added +337.5k +337,502
8 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 620,079620.1k $28.0m $28.0m 0.01% Added +176.9k +176,865
9 Pure Financial Advisors, LLC 0.46% of their portfolio SAN DIEGO, CA 448,426448.4k $20.3m $20.3m 0.46% Added +73.6k +73,633
10 Dynasty Wealth Management, LLC 0.33% of their portfolio ST. PETERSBURG, FL 427,016427.0k $19.3m $19.3m 0.33% New
11 SAGESPRING WEALTH PARTNERS, LLC 0.48% of their portfolio FRANKLIN, TN 402,035402.0k $18.2m $18.2m 0.48% First filing
12 Integrated Wealth Concepts LLC 0.19% of their portfolio WALTHAM, MA 369,586369.6k $16.7m $16.7m 0.19% Reduced -249.8k -249,762
13 Clearwater Capital Advisors, LLC 1.50% of their portfolio HOFFMAN ESTATES, IL 339,156339.2k $15.3m $15.3m 1.50% Added +14.9k +14,932
14 Sanctuary Advisors, LLC 0.10% of their portfolio INDIANAPOLIS, IN 337,654337.7k $15.6m $15.6m 0.10% Added +10.4k +10,385
15 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 326,955327.0k $14.8m $14.8m 0.01% First filing
16 Dynamic Advisor Solutions LLC 0.56% of their portfolio PHOENIX, AZ 286,314286.3k $12.9m $12.9m 0.56% Added +12.2k +12,204
17 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 241,156241.2k $10.9m $10.9m 0.03% Reduced -16.8k -16,754
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 227,765227.8k $10.3m $10.3m 0.00% Added +130.2k +130,191
19 Frontier Asset Management, LLC 3.32% of their portfolio SHERIDAN, WY 222,076222.1k $10.0m $10.0m 3.32% Added +115.0k +114,972
20 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 190,073190.1k $8.6m $8.6m 0.01% New
21 Foundations Investment Advisors, LLC 0.16% of their portfolio PHOENIX, AZ 183,632183.6k $8.3m $8.3m 0.16% Added +8.7k +8,745
22 Equitable Holdings, Inc. 0.07% of their portfolio NEW YORK, NY 167,811167.8k $7.6m $7.6m 0.07% Added +14.2k +14,176
23 EXCHANGE TRADED CONCEPTS, LLC 0.15% of their portfolio Oklahoma City, OK 162,288162.3k $7.3m $7.3m 0.15% New
24 Ullmann Wealth Partners Group, LLC 0.89% of their portfolio JACKSONVILLE BEACH, FL 152,234152.2k $6.9m $6.9m 0.89% Reduced -45.6k -45,630
25 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 148,007148.0k $6.7m $6.7m 0.01% Added +143.6k +143,566
26 Callan Capital, LLC 0.44% of their portfolio LA JOLLA, CA 131,932131.9k $6.0m $6.0m 0.44% Reduced -1.6k -1,577
27 Armbruster Capital Management, Inc. 1.20% of their portfolio PITTSFORD, NY 130,320130.3k $5.9m $5.9m 1.20% Reduced -1.2k -1,238
28 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 124,955125.0k $5.7m $5.7m 0.00% Added +5.0k +5,017
29 Stokes Family Office, LLC 0.55% of their portfolio NEW ORLEANS, LA 113,405113.4k $5.1m $5.1m 0.55% New
30 Wade Financial Advisory, Inc 1.63% of their portfolio CAMPBELL, CA 106,225106.2k $4.8m $4.8m 1.63% Added +7.4k +7,417
31 ARQ WEALTH ADVISORS, LLC 1.65% of their portfolio SCOTTSDALE, AZ 95,76495.8k $4.3m $4.3m 1.65% Added +2.5k +2,496
32 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 94,90594.9k $4.3m $4.3m 0.01% Reduced -2.3k -2,337
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 90,40490.4k $4.1m $4.1m 0.01% Added +75.8k +75,844
34 OLD MISSION CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 81,52081.5k $3.7m $3.7m 0.09% Added +16.4k +16,395
35 Callan Family Office, LLC 0.23% of their portfolio RADNOR, PA 79,75179.8k $3.6m $3.6m 0.23% Reduced -3.2k -3,193
36 Ascent Group, LLC 0.27% of their portfolio VIRGINIA BEACH, VA 79,70179.7k $3.6m $3.6m 0.27% Added +840 +840
37 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 67,96268.0k $3.1m $3.1m 0.03% Reduced -4.0k -3,952
38 Veridan Wealth LLC 1.44% of their portfolio WEST LINN, OR 67,55367.6k $3.1m $3.1m 1.44% First filing
39 Keebeck Wealth Management 0.39% of their portfolio Chicago, IL 59,37259.4k $2.7m $2.7m 0.39% Reduced -3.2k -3,232
40 PFG Advisors 0.16% of their portfolio Phoenix, AZ 57,85557.9k $2.6m $2.6m 0.16% Added +3.3k +3,258
41 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 54,19754.2k $2.5m $2.5m 0.00% Added +3.7k +3,733
42 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 52,41552.4k $2.4m $2.4m 0.00% Added +6.4k +6,373
43 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 49,97450.0k $2.3m $2.3m 0.00% Reduced -3.2k -3,231
44 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.17% of their portfolio FORT WAYNE, IN 46,78546.8k $2.1m $2.1m 0.17% Reduced -5.7k -5,660
45 LifeGoal Investments, LLC 2.04% of their portfolio SARATOGA SPRINGS, NY 41,53741.5k $1.9m $1.9m 2.04% First filing
46 Mullaney, Keating & Wright, Inc. 1.10% of their portfolio MIDDLETOWN, CT 38,83838.8k $1.6m $1.6m 1.10% Added +362 +362
47 UBS Group AG 0.00% of their portfolio ZURICH, V8 38,83138.8k $1.8m $1.8m 0.00% Added +2.9k +2,878
48 Mariner, LLC 0.00% of their portfolio Overland Park, KS 38,28338.3k $1.7m $1.7m 0.00% Added +1.7k +1,680
49 Beirne Wealth Consulting Services, LLC 0.60% of their portfolio SHELTON, CT 37,06837.1k $1.7m $1.7m 0.60% Added +696 +696
50 RHS Financial, LLC 0.87% of their portfolio SAN FRANCISCO, CA 37,05037.0k $1.7m $1.7m 0.87% Added +16.9k +16,912
51 Federation des caisses Desjardins du Quebec 0.01% of their portfolio LEVIS, A8 37,03737.0k $1.7m $1.7m 0.01% Added +27.5k +27,492
52 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 36,42336.4k $1.6m $1.6m 0.00% Added +2.6k +2,634
53 Strategic Blueprint, LLC 0.10% of their portfolio ATLANTA, GA 35,29835.3k $1.6m $1.6m 0.10% Added +21.9k +21,854
54 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 34,34234.3k $1.6m $1.6m 0.02% Added +7.1k +7,091
55 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.04% of their portfolio LOS ANGELES, CA 34,14834.1k $1.5m $1.5m 0.04% Added +2.3k +2,299
56 5T Wealth, LLC 0.82% of their portfolio Napa, CA 33,03033.0k $1.5m $1.5m 0.82% First filing
57 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 30,17230.2k $1.4m $1.4m 0.03% Added +1.6k +1,620
58 Weil Company, Inc. 0.45% of their portfolio SAN DIEGO, CA 28,67728.7k $1.3m $1.3m 0.45% Reduced -6.4k -6,352
59 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 27,58027.6k $1.2m $1.2m 0.00% New
60 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 26,99627.0k $1.2m $1.2m 0.00% Reduced -1.5k -1,472
61 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 24,82724.8k $1.1m $1.1m 0.00% Added +3.6k +3,580
62 Quotient Wealth Partners, LLC 0.03% of their portfolio DALLAS, TX 23,59423.6k $1.1m $1.1m 0.03% Added +9.0k +8,979
63 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 22,35122.4k $1.0m $1.0m 0.01% Added +1.4k +1,438
64 One Wealth Advisors, LLC 0.14% of their portfolio SAN FRANCISCO, CA 21,17521.2k $957.7k $957.7k 0.14% Reduced -1.5k -1,461
65 Hirtle & Co., LLC 0.04% of their portfolio WEST CONSHOHOCKEN, PA 20,74620.7k $938.3k $938.3k 0.04% Unchanged
66 KICKSTAND VENTURES, LLC. 0.23% of their portfolio PITTSFORD, NY 19,94419.9k $902.0k $902.0k 0.23% Reduced -4.1k -4,074
67 Robertson Stephens Wealth Management, LLC 0.03% of their portfolio San Francisco, CA 19,35319.4k $875.3k $875.3k 0.03% Reduced -6.4k -6,444
68 First Citizens Financial Corp 0.43% of their portfolio MASON CITY, IA 17,43117.4k $788.4k $788.4k 0.43% Added +1.1k +1,109
69 Heck Capital Advisors, LLC 0.09% of their portfolio Rhinelander, WI 17,14817.1k $775.6k $775.6k 0.09% Added +43 +43
70 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 16,34716.3k $739.3k $739.3k 0.01% Added +437 +437
71 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 15,35715.4k $694.6k $694.6k 0.01% Added +9.4k +9,429
72 Cypress Wealth Services, LLC 0.14% of their portfolio PALM DESERT, CA 15,20415.2k $687.6k $687.6k 0.14% Reduced -261 -261
73 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,57614.6k $659.2k $659.2k 0.00% Added +2.8k +2,814
74 Affinity Capital Advisors, LLC 0.12% of their portfolio BERKELEY, CA 13,77813.8k $624.9k $624.9k 0.12% Reduced -184 -184
75 Empirical Asset Management, LLC 0.20% of their portfolio WELLESLEY, MA 13,43713.4k $607.7k $607.7k 0.20% Reduced -416 -416
76 KINGSWOOD WEALTH ADVISORS, LLC 0.04% of their portfolio SAN DIEGO, CA 12,39212.4k $560.5k $560.5k 0.04% New
77 Williams & Novak, LLC 0.52% of their portfolio WESTLAKE VILLAGE, CA 11,90311.9k $538.3k $538.3k 0.52% Reduced -588 -588
78 BEACON FINANCIAL GROUP 0.05% of their portfolio DALLAS, TX 11,03511.0k $499.1k $499.1k 0.05% Reduced -5 -5
79 Horst & Graben Wealth Management LLC 0.09% of their portfolio PORTLAND, OR 10,95611.0k $495.5k $495.5k 0.09% Added +182 +182
80 BOURGEON CAPITAL MANAGEMENT LLC 0.09% of their portfolio Darien, CT 10,51010.5k $475.3k $475.3k 0.09% Added +603 +603
81 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,24110.2k $463.2k $463.2k 0.00% Added +2.5k +2,508
82 TSA Wealth Managment LLC 0.19% of their portfolio HOUSTON, TX 10,22610.2k $462.5k $462.5k 0.19% Reduced -3.5k -3,514
83 Ridgeline Wealth, LLC 0.35% of their portfolio MESA, AZ 9,4219.4k $426.1k $426.1k 0.35% First filing
84 Regal Investment Advisors LLC 0.03% of their portfolio KENTWOOD, MI 8,6288.6k $390.2k $390.2k 0.03% Reduced -211 -211
85 WEALTH ALLIANCE, LLC 0.04% of their portfolio MELLVILLE, NY 8,2698.3k $374.0k $374.0k 0.04% Added +31 +31
86 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,8427.8k $354.7k $354.7k 0.01% Added +2.9k +2,861
87 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 7,3987.4k $334.6k $334.6k 0.00% Reduced -2.7k -2,672
88 NOVEM GROUP 0.05% of their portfolio Rochester, NY 7,2577.3k $328.2k $328.2k 0.05% First filing
89 Aspire Private Capital, LLC 0.08% of their portfolio Cornelius, NC 7,0307.0k $317.9k $317.9k 0.08% Added +2.6k +2,616
90 Mayflower Financial Advisors, LLC 0.05% of their portfolio BOSTON, MA 6,7626.8k $305.8k $305.8k 0.05% Added +442 +442
91 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 6,0436.0k $273.3k $273.3k 0.01% Reduced -134 -134
92 Seed Wealth Management, Inc. 0.22% of their portfolio EVANSTON, IL 6,0006.0k $271.4k $271.4k 0.22% Unchanged
93 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 5,9986.0k $271.3k $271.3k 0.00% New
94 Atlas Legacy Advisors, LLC 0.06% of their portfolio LOS ANGELES, CA 5,9045.9k $267.0k $267.0k 0.06% First filing
95 Barnes Wealth Management Group, Inc 0.16% of their portfolio Bakersfield, CA 5,3805.4k $243.3k $243.3k 0.16% First filing
96 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 5,2005.2k $235.2k $235.2k 0.00% Added +190 +190
97 QRG CAPITAL MANAGEMENT, INC. 0.00% of their portfolio BERWYN, PA 4,7634.8k $215.4k $215.4k 0.00% Added +29 +29
98 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 4,7094.7k $213.0k $213.0k 0.01% Reduced -545 -545
99 Sheridan Capital Management, LLC 0.14% of their portfolio San Rafael, CA 4,5004.5k $203.5k $203.5k 0.14% Unchanged
100 Ascent Wealth Partners, LLC 0.03% of their portfolio NEW HARTFORD, NY 4,4654.5k $201.9k $201.9k 0.03% Unchanged