ISHARES TR (EMXF)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
65
Reporting holders
$62.2M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SEI INVESTMENTS CO | $12.7M | 218,541 | 0.01% | 10q | -4.7%-$627.8K |
| BAILARD, INC. | $7.7M | 133,396 | 0.16% | 11q | +5.4%+$398.7K |
| Invera Wealth Advisors, LLC | $5.7M | 98,999 | 3.08% | 11q | -7.3%-$451.0K |
| Values Added Financial LLC | $5.4M | 92,810 | 1.94% | 13q | +6.2%+$314.9K |
| RWA WEALTH PARTNERS, LLC | $3.4M | 59,353 | 0.03% | 11q | HELD |
| Balanced Rock Investment Advisors LLC | $2.4M | 41,421 | 1.50% | 11q | -5.3%-$134.8K |
| Atlantic Private Wealth, LLC | $1.7M | 29,966 | 1.06% | 19q | -11.3%-$221.3K |
| Robertson Stephens Wealth Management, LLC | $1.7M | 29,447 | 0.04% | 5q | -4.3%-$76.8K |
| Walkner Condon Financial Advisors LLC | $1.4M | 24,689 | 0.16% | 18q | -1.7%-$24.5K |
| Plum Street Advisors, LLC | $1.4M | 24,003 | 0.44% | 6q | +2.5%+$34.3K |
| LAZARD ASSET MANAGEMENT LLC | $1.3M | 21,696 | 0.00% | 12q | HELD |
| Creative Planning | $1.2M | 21,457 | 0.00% | 2q | +0.6%+$7.5K |
| SageView Advisory Group, LLC | $1.2M | 19,988 | 0.04% | 6q | +0.7%+$7.5K |
| ROYAL BANK OF CANADA | $984.0K | 16,964 | 0.00% | 17q | +9.9%+$88.7K |
| OSAIC HOLDINGS, INC. | $970.3K | 16,746 | 0.00% | 22q | +9.1%+$81.1K |
| Beacon Pointe Advisors, LLC | $835.9K | 14,425 | 0.00% | 4q | +34.9%+$216.2K |
| Fairlight Advisors | $776.6K | 13,402 | 0.63% | new | FIRST |
| Pathstone Holdings, LLC | $750.2K | 12,946 | 0.00% | 9q | +1.2%+$8.9K |
| GOULD ASSET MANAGEMENT LLC /CA/ | $727.2K | 12,550 | 0.11% | 14q | HELD |
| MML INVESTORS SERVICES, LLC | $611.6K | 10,554 | 0.00% | 11q | +20.2%+$102.9K |
| Ally Invest Advisors Inc. | $608.3K | 10,498 | 0.04% | 11q | +1.8%+$11.0K |
| Stratos Wealth Partners, LTD. | $585.9K | 10,111 | 0.01% | 8q | +9.2%+$49.4K |
| BROWN ADVISORY INC | $580.4K | 10,016 | 0.00% | new | NEW |
| MAI Capital Management | $573.4K | 9,895 | 0.00% | 7q | +3.1%+$17.1K |
| Haverford Trust Co | $571.1K | 9,856 | 0.00% | 6q | HELD |
| LPL Financial LLC | $491.9K | 8,490 | 0.00% | 2q | +58.7%+$182.0K |
| SUMMIT WEALTH GROUP LLC / CO | $441.6K | 7,621 | 0.04% | 3q | -7.7%-$36.7K |
| Cambridge Financial Group, LLC | $413.3K | 7,132 | 0.13% | 11q | HELD |
| Abacus Planning Group, Inc. | $388.8K | 6,709 | 0.05% | 12q | -4.9%-$20.2K |
| Asset Dedication, LLC | $379.7K | 6,552 | 0.02% | 9q | HELD |
| Modern Wealth Management, LLC | $347.5K | 5,998 | 0.00% | 6q | -24.2%-$110.7K |
| Savant Capital, LLC | $302.0K | 5,218 | 0.00% | 4q | +7.7%+$21.6K |
| DIVERSIFIED TRUST CO | $294.4K | 5,080 | 0.00% | 5q | HELD |
| Main Street Financial Solutions, LLC | $291.6K | 5,032 | 0.02% | 12q | HELD |
| Cetera Investment Advisers | $278.8K | 4,812 | 0.00% | 4q | -5.0%-$14.7K |
| ENVESTNET ASSET MANAGEMENT INC | $263.5K | 4,547 | 0.00% | new | NEW |
| Belpointe Asset Management LLC | $239.2K | 4,128 | 0.01% | 2q | -38.6%-$150.1K |
| Fortis Capital Advisors, LLC | $239.2K | 4,128 | 0.03% | 2q | -38.6%-$150.1K |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $239.2K | 4,128 | 0.08% | 3q | -38.6%-$150.1K |
| Stewardship Advisors, LLC | $231.1K | 3,989 | 0.05% | 3q | -8.1%-$20.5K |
| Optas, LLC | $224.1K | 3,867 | 0.03% | 14q | -56.5%-$290.9K |
| KWB Wealth | $221.5K | 3,823 | 0.02% | 3q | -36.4%-$126.6K |
| Biltmore Family Office, LLC | $166.7K | 2,877 | 0.02% | 20q | HELD |
| NBT BANK, N.A. | $148.2K | 2,557 | 0.01% | 8q | HELD |
| Steward Partners Investment Advisory, LLC | $125.6K | 2,168 | 0.00% | 10q | HELD |
| RAELIPSKIE PARTNERSHIP | $125.1K | 2,159 | 0.05% | 11q | HELD |
| Smartleaf Asset Management LLC | $71.7K | 1,254 | 0.00% | 6q | HELD |
| IMA Advisory Services, Inc. | $67.2K | 1,160 | 0.00% | new | NEW |
| Longview Financial Advisors LLC | $67.2K | 1,159 | 0.03% | 7q | -39.4%-$43.6K |
| ASSETMARK, INC | $66.9K | 1,171 | 0.00% | new | NEW |
| IFG Advisory, LLC | $55.6K | 960 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $43.5K | 751 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $37.4K | 645 | 0.00% | 3q | +207.1%+$25.2K |
| MATHER GROUP, LLC. | $27.2K | 470 | 0.00% | new | NEW |
| Timmons Wealth Management, LLC | $26.9K | 464 | 0.02% | 3q | -13.9%-$4.3K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $20.4K | 351 | 0.01% | 4q | -8.1%-$1.8K |
| Triumph Capital Management | $6.7K | 115 | 0.00% | 3q | HELD |
| FMR LLC | $6.4K | 110 | 0.00% | 3q | -1.8% |
| Aptus Capital Advisors, LLC | $5.5K | 95 | 0.00% | 3q | -5.0% |
| JPMORGAN CHASE & CO | $3.9K | 68 | 0.00% | 2q | +28.3% |
| WOLFF WIESE MAGANA LLC | $2.7K | 46 | 0.00% | 5q | HELD |
| BIRCHBROOK, INC. | $2.5K | 43 | 0.00% | 11q | HELD |
| Federation des caisses Desjardins du Quebec | $1.7K | 30 | 0.00% | 17q | HELD |
| Anchor Bay Capital, Inc. | $733 | 13 | 0.00% | new | FIRST |
| WELLS FARGO & COMPANY/MN | $46 | 1 | 0.00% | 4q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 65 | $62.2M | 1,073,650 | 7 | 17 | 22 | 0.0% |
| Q1 2026 | 60 | $52.8M | 1,090,967 | 7 | 14 | 18 | 0.0% |
| Q4 2025 | 58 | $48.2M | 1,041,630 | 11 | 16 | 13 | 0.0% |
| Q3 2025 | 49 | $48.0M | 1,061,067 | 5 | 14 | 9 | 0.0% |
| Q2 2025 | 44 | $38.4M | 894,306 | 5 | 12 | 11 | 0.0% |
| Q1 2025 | 45 | $31.9M | 833,060 | 7 | 12 | 11 | 0.0% |
| Q4 2024 | 44 | $30.6M | 818,789 | 8 | 15 | 8 | 0.0% |
| Q3 2024 | 37 | $34.9M | 861,660 | 3 | 13 | 7 | 0.0% |
| Q2 2024 | 36 | $27.9M | 757,312 | 2 | 10 | 12 | 0.0% |
| Q1 2024 | 35 | $27.3M | 769,584 | 5 | 9 | 11 | 0.0% |
| Q4 2023 | 30 | $22.4M | 632,162 | 7 | 7 | 7 | 0.0% |
| Q3 2023 | 23 | $9.6M | 284,807 | 6 | 9 | 3 | 0.0% |
| Q2 2023 | 19 | $8.3M | 233,201 | 0 | 11 | 2 | 0.0% |
| Q1 2023 | 23 | $7.4M | 210,757 | 6 | 6 | 4 | 0.0% |
| Q4 2022 | 15 | $4.8M | 140,974 | 6 | 3 | 2 | 0.0% |
| Q3 2022 | 17 | $5.2M | 165,154 | 2 | 6 | 4 | 0.0% |
| Q2 2022 | 21 | $13.5M | 370,175 | 5 | 6 | 3 | 0.0% |
| Q1 2022 | 21 | $18.9M | 460,240 | 7 | 4 | 3 | 0.0% |
| Q4 2021 | 15 | $15.2M | 352,738 | 4 | 5 | 0 | 0.0% |
| Q3 2021 | 7 | $9.3M | 214,741 | 3 | 1 | 0 | 0.0% |
| Q2 2021 | 8 | $4.1M | 88,511 | 2 | 1 | 3 | 0.0% |
| Q1 2021 | 6 | $7.7M | 176,969 | 3 | 0 | 2 | 0.0% |
| Q4 2020 | 3 | $11.2M | 266,714 | 2 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $81.0K | 1,742 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $81.0K | 1,742 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $81.0K | 1,742 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $81.0K | 1,742 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $81.0K | 1,742 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $81.0K | 1,742 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $81.0K | 1,742 | 1 | 0 | 0 | 0.0% |