# ISHARES TR (EEM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EEM/

- Reporting holders: 92
- Reported value: $266.5M
- Held through calls: 0.1%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $45.3M | 678,267 | 0.6% | 1 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $22.6M | 337,725 | 5.3% | 23 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $17.1M | 256,260 | 1.1% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $12.7M | 190,101 | 0.1% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $9.2M | 137,279 | 0.3% | 9 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $8.6M | 128,470 | 0.9% | 32 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $8.0M | 119,574 | 2.4% | 14 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $7.7M | 115,601 | 0.6% | 32 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $7.6M | 114,149 | 0.8% | 20 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $7.5M | 111,743 | 0.2% | 32 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $6.7M | 100,482 | 5.1% | 8 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $6.6M | 98,671 | 0.2% | 24 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $6.2M | 93,542 | 3.0% | 25 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $6.1M | 91,251 | 1.6% | 3 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $5.4M | 80,700 | 0.5% | 32 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $5.3M | 80,684 | 1.3% | 32 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $5.0M | 74,384 | 1.7% | 3 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $4.0M | 59,864 | 0.6% | 7 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $3.8M | 56,376 | 0.6% | 15 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $3.5M | 52,296 | 0.5% | 8 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $3.2M | 47,365 | 0.3% | 31 |
| [Dominguez Wealth Management Solutions, Inc.](https://holderbook.com/funds/1881335-dominguez-wealth-management-solutions-inc/) | $3.2M | 47,330 | 1.8% | 16 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $3.1M | 47,132 | 0.4% | 29 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $3.0M | 44,252 | 1.0% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $2.9M | 43,066 | 0.1% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 92 | $266.5M |
| Q2 2026 | 1,676 | $112.7B |
| Q1 2026 | 1,646 | $87.3B |
| Q4 2025 | 1,551 | $37.3B |
| Q3 2025 | 1,438 | $46.0B |
| Q2 2025 | 1,376 | $37.5B |
| Q1 2025 | 1,331 | $34.1B |
| Q4 2024 | 1,357 | $36.7B |
| Q3 2024 | 1,306 | $51.9B |
| Q2 2024 | 1,293 | $46.0B |
| Q1 2024 | 1,293 | $44.8B |
| Q4 2023 | 1,332 | $35.4B |