ISHARES INC (IEMG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
138
Reporting holders
$1.6B
Reported value
0.0%
Calls
0.0%
Puts
-2,279
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | $248.9M | 3,171,483 | 5.25% | 32q | +3.4%+$8.1M |
| Stairway Partners, LLC | $207.6M | 2,557,560 | 9.81% | 32q | +3.0%+$6.1M |
| Farther Finance Advisors, LLC | $141.3M | 1,741,293 | 1.00% | 16q | +10.2%+$13.1M |
| SigFig Wealth Management, LLC | $112.9M | 1,391,623 | 2.82% | 32q | HELD |
| Wedmont Private Capital | $81.4M | 1,011,495 | 1.95% | 20q | +12.6%+$9.1M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $72.0M | 887,182 | 0.86% | 3q | +25.0%+$14.4M |
| GAMMA Investing LLC | $48.3M | 595,263 | 1.63% | 12q | +11.7%+$5.1M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $44.1M | 543,606 | 3.18% | 32q | +4.6%+$1.9M |
| Leverty Financial Group, LLC | $38.3M | 471,894 | 6.98% | 6q | +7.9%+$2.8M |
| Pathway Financial Advisors LLC | $36.3M | 447,097 | 4.01% | 13q | -16.7%-$7.3M |
| Grove Bank & Trust | $31.2M | 383,999 | 3.10% | 32q | -2.1%-$653.3K |
| Acropolis Investment Management, LLC | $28.2M | 347,556 | 1.13% | 32q | +13.5%+$3.4M |
| Iowa State Bank | $23.2M | 285,500 | 3.92% | 20q | +1.3%+$294.0K |
| Veery Capital, LLC | $21.3M | 262,212 | 5.67% | 24q | +2.0%+$410.3K |
| MassMutual Private Wealth & Trust, FSB | $20.6M | 253,672 | 0.54% | 32q | -8.2%-$1.8M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $20.1M | 247,274 | 1.15% | 28q | -5.7%-$1.2M |
| Capital Advisors Wealth Management, LLC | $19.9M | 244,636 | 2.24% | 5q | +10.9%+$2.0M |
| ACIMA PRIVATE WEALTH, LLC | $16.6M | 204,452 | 4.82% | 32q | HELD |
| KFA Private Wealth Group, LLC | $16.5M | 202,787 | 3.87% | 28q | +3.7%+$592.6K |
| Hamilton Capital, LLC | $16.4M | 202,142 | 0.92% | 30q | +6.4%+$982.4K |
| Avidian Wealth Enterprises, LLC | $16.1M | 198,784 | 0.45% | 29q | -4.2%-$698.5K |
| Apella Capital, LLC | $13.7M | 166,732 | 0.17% | 25q | +14.4%+$1.7M |
| Nipun Capital, L.P. | $12.7M | 156,300 | 5.77% | new | NEW |
| Galvin, Gaustad & Stein, LLC | $12.4M | 153,348 | 0.94% | 24q | +28.2%+$2.7M |
| TITLEIST ASSET MANAGEMENT, LLC | $12.0M | 148,300 | 0.78% | 15q | +3.5%+$403.2K |
| Oak Root LLC | $11.9M | 147,059 | 1.32% | 12q | HELD |
| GoalVest Advisory LLC | $11.9M | 146,029 | 2.05% | 4q | +10.5%+$1.1M |
| FSA Investment Group, LLC | $11.6M | 142,344 | 3.68% | 3q | +9.0%+$954.8K |
| Roth Financial Partners LLC | $11.3M | 139,000 | 3.37% | 24q | HELD |
| Central Pacific Bank - Trust Division | $10.9M | 133,745 | 1.14% | 11q | -14.0%-$1.8M |
| YHB Investment Advisors, Inc. | $10.1M | 124,721 | 0.64% | 25q | +1.8%+$177.4K |
| Versant Capital Management, Inc | $9.8M | 120,588 | 0.84% | 3q | HELD |
| RIVERSEDGE ADVISORS, LLC | $9.6M | 118,004 | 1.18% | 11q | +2840.5%+$9.3M |
| Insight Wealth Strategies, LLC | $9.5M | 116,932 | 0.94% | 5q | -45.0%-$7.8M |
| Emergent Wealth Advisors, LLC | $8.2M | 101,325 | 4.30% | 12q | -11.9%-$1.1M |
| Apeiron RIA LLC | $7.8M | 96,556 | 1.78% | 16q | -14.5%-$1.3M |
| SAPIENT CAPITAL LLC | $7.7M | 95,373 | 0.10% | 12q | -45.3%-$6.4M |
| McNaughton Wealth Management, LLC | $7.5M | 92,734 | 2.63% | 6q | +4.5%+$321.4K |
| Rosenberg Matthew Hamilton | $7.2M | 89,223 | 1.30% | 27q | +4.3%+$301.8K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $7.1M | 87,179 | 4.73% | 12q | +5.1%+$341.4K |
| Frisco Financial Planning LLC | $6.7M | 81,956 | 5.18% | 8q | -2.8%-$190.7K |
| EASTERN BANK | $5.4M | 66,578 | 0.08% | 9q | -44.1%-$4.3M |
| CYPRESS FINANCIAL PLANNING LLC | $5.4M | 66,073 | 1.44% | 11q | +8.3%+$411.7K |
| Box Hill Private Wealth LLC | $5.0M | 61,147 | 3.61% | 4q | +3.4%+$161.6K |
| Venture Visionary Partners LLC | $4.9M | 60,473 | 0.13% | 28q | +5.2%+$242.4K |
| CoreCap Advisors, LLC | $4.7M | 57,908 | 0.14% | 15q | -21.8%-$1.3M |
| Retirement Wealth Solutions LLC | $4.4M | 54,118 | 2.32% | 8q | -12.4%-$624.2K |
| Sunburst Financial Group, LLC | $4.3M | 53,299 | 0.69% | 20q | HELD |
| Balefire, LLC | $4.2M | 51,736 | 0.66% | 6q | +17.9%+$637.4K |
| Worth Asset Management, LLC | $3.3M | 40,705 | 0.96% | new | NEW |
| Baron Financial Group, LLC | $3.1M | 37,601 | 1.49% | 25q | HELD |
| Vilga Financial Planning LLC | $3.0M | 37,068 | 1.79% | 2q | -2.9%-$90.6K |
| First Heartland Consultants, Inc. | $2.8M | 34,841 | 0.19% | 15q | -20.4%-$725.6K |
| Conrad Siegel Investment Advisors, Inc. | $2.7M | 33,251 | 0.44% | 7q | -0.7%-$18.1K |
| PUFF WEALTH MANAGEMENT, LLC | $2.3M | 28,597 | 2.19% | 7q | +14.6%+$295.3K |
| Aventus Investment Advisors, Inc. | $2.3M | 27,741 | 1.65% | 2q | HELD |
| MKD WEALTH COACHES, LLC | $2.2M | 26,877 | 1.80% | 21q | HELD |
| Coastline Trust Co | $1.9M | 23,434 | 0.18% | 4q | -1.0%-$19.0K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.9M | 22,909 | 0.15% | 32q | -2.6%-$49.3K |
| Friday Financial | $1.8M | 22,220 | 0.36% | 8q | +5.3%+$90.5K |
| Vann Equity Management LLC | $1.8M | 21,693 | 1.05% | 3q | HELD |
| Aletheian Wealth Advisors LLC | $1.7M | 21,335 | 0.70% | 19q | +3.2%+$54.5K |
| DOLIVER ADVISORS, LP | $1.7M | 20,584 | 0.36% | 23q | -1.0%-$17.0K |
| CogentBlue Wealth Advisors, LLC | $1.6M | 20,082 | 1.52% | 8q | -3.4%-$58.2K |
| Cassilly Financial Group LLC | $1.5M | 18,529 | 1.01% | 4q | -4.0%-$61.9K |
| Veracity Capital LLC | $1.5M | 18,189 | 0.40% | 28q | -4.7%-$72.2K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $1.4M | 17,591 | 0.33% | 20q | +10.3%+$132.8K |
| Montecito Bank & Trust | $1.4M | 16,936 | 0.21% | 31q | +1.7%+$22.5K |
| Cooper Financial Group | $1.3M | 16,532 | 0.11% | 32q | -1.0%-$14.0K |
| Bangor Savings Bank | $1.3M | 16,226 | 0.10% | 32q | -26.2%-$468.1K |
| Stonebridge Financial Group, LLC | $1.3M | 16,111 | 0.10% | 8q | -95.6%-$28.1M |
| Everhart Financial Group, Inc. | $1.2M | 14,948 | 0.07% | 24q | -3.2%-$40.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.2M | 14,815 | 0.10% | 8q | -6.9%-$89.4K |
| Asempa Wealth Advisors | $1.2M | 14,799 | 0.92% | 4q | HELD |
| DAVIDSON TRUST CO | $1.1M | 13,848 | 0.44% | 28q | +3.3%+$35.7K |
| GILPIN WEALTH MANAGEMENT, LLC | $1.1M | 13,290 | 0.73% | 4q | HELD |
| Wealth Enhancement Trust Services, Inc. | $1.0M | 12,840 | 0.11% | 4q | +500.3%+$868.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.0M | 12,700 | 0.20% | 5q | -6.9%-$76.5K |
| Kaydan Wealth Management, Inc. | $969.9K | 11,951 | 0.33% | 8q | -4.2%-$42.1K |
| Sound Income Strategies, LLC | $938.6K | 11,660 | 0.04% | 32q | -61.4%-$1.5M |
| Cambridge Financial Group, LLC | $922.9K | 11,141 | 0.29% | 12q | HELD |
| Canandaigua National Trust Co of Florida | $890.8K | 10,976 | 0.49% | 8q | +58.8%+$329.9K |
| CHAPIN DAVIS, INC. | $813.3K | 10,022 | 0.16% | 16q | -2.3%-$18.7K |
| TOMPKINS FINANCIAL CORP | $785.5K | 9,678 | 0.06% | 31q | +1.8%+$13.6K |
| Emprise Bank | $741.5K | 9,136 | 0.28% | 11q | -2.6%-$20.1K |
| O'Keefe Stevens Advisory, Inc. | $731.3K | 9,010 | 0.15% | 3q | HELD |
| Legacy Private Trust Co. | $723.8K | 8,918 | 0.04% | 32q | HELD |
| Williams & Novak Wealth Management, LLC | $699.5K | 8,619 | 0.41% | 12q | -13.0%-$104.9K |
| INSPIRION WEALTH ADVISORS, LLC | $671.5K | 8,274 | 0.08% | 23q | HELD |
| Breakwater Capital Group | $668.4K | 8,236 | 0.08% | 16q | +0.9%+$5.8K |
| Gladwyn Financial Advisors, Inc. | $626.6K | 7,721 | 0.40% | 6q | HELD |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $618.4K | 7,619 | 0.01% | new | NEW |
| Peterson Wealth Advisors, LLC | $613.2K | 7,555 | 0.07% | 7q | -8.3%-$55.8K |
| LWM ADVISORS INC | $596.9K | 7,354 | 0.45% | 3q | +2.4%+$13.8K |
| Capital Planning LLC | $573.9K | 7,071 | 0.15% | 5q | +124.8%+$318.6K |
| Tactive Advisors, LLC | $548.1K | 6,754 | 0.13% | 6q | +14.7%+$70.4K |
| AMERICAN NATIONAL BANK & TRUST | $539.4K | 6,646 | 0.05% | 7q | +2.8%+$14.5K |
| Legacy Wealth Asset Management, LLC | $452.0K | 5,569 | 0.10% | 24q | HELD |
| Midwest Financial Partners Investments, Inc. | $447.6K | 5,515 | 0.17% | 4q | HELD |
| Atlas Brown,Inc. | $408.4K | 5,032 | 0.11% | 7q | -2.8%-$11.6K |
Showing the largest 100 of 141 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 138 | $1.6B | 19,489,059 | 9 | 50 | 43 | 0.0% |
| Q2 2026 | 2,417 | $147.8B | 1,787,705,136 | 190 | 909 | 875 | 0.0% |
| Q1 2026 | 2,289 | $125.4B | 1,801,226,557 | 179 | 946 | 753 | 0.0% |
| Q4 2025 | 2,227 | $104.0B | 1,547,839,487 | 173 | 1,002 | 549 | 0.0% |
| Q3 2025 | 1,980 | $97.2B | 1,475,141,702 | 139 | 881 | 558 | 0.0% |
| Q2 2025 | 1,911 | $83.7B | 1,394,638,956 | 138 | 926 | 570 | 0.0% |
| Q1 2025 | 1,854 | $70.7B | 1,310,166,323 | 124 | 810 | 622 | 0.0% |
| Q4 2024 | 1,843 | $227.2B | 4,350,418,192 | 87 | 782 | 549 | 0.0% |
| Q3 2024 | 1,735 | $281.5B | 4,903,438,918 | 98 | 627 | 664 | 0.0% |
| Q2 2024 | 1,706 | $282.2B | 5,270,769,092 | 113 | 748 | 553 | 0.0% |
| Q1 2024 | 1,659 | $68.9B | 1,333,691,184 | 91 | 574 | 717 | 0.0% |
| Q4 2023 | 1,685 | $60.0B | 1,187,633,026 | 104 | 631 | 620 | 0.0% |
| Q3 2023 | 1,551 | $54.2B | 1,138,866,849 | 80 | 515 | 666 | 0.0% |
| Q2 2023 | 1,557 | $58.3B | 1,181,946,848 | 75 | 670 | 540 | 0.0% |
| Q1 2023 | 1,531 | $57.7B | 1,181,942,091 | 166 | 678 | 440 | 0.0% |
| Q4 2022 | 1,449 | $54.1B | 1,159,443,774 | 127 | 550 | 528 | 0.0% |
| Q3 2022 | 1,369 | $45.6B | 1,058,665,981 | 55 | 569 | 517 | 0.0% |
| Q2 2022 | 1,448 | $52.4B | 1,068,470,526 | 85 | 599 | 559 | 0.0% |
| Q1 2022 | 1,476 | $59.9B | 1,091,412,605 | 93 | 663 | 486 | 0.0% |
| Q4 2021 | 1,497 | $63.3B | 1,058,257,070 | 94 | 631 | 423 | 0.0% |
| Q3 2021 | 1,326 | $64.8B | 1,048,459,886 | 59 | 612 | 404 | 0.0% |
| Q2 2021 | 1,368 | $69.4B | 1,035,139,785 | 81 | 674 | 377 | 0.0% |
| Q1 2021 | 1,347 | $64.2B | 998,130,288 | 114 | 653 | 380 | 0.0% |
| Q4 2020 | 1,290 | $56.2B | 904,927,953 | 110 | 527 | 365 | 0.0% |
| Q3 2020 | 1,120 | $43.3B | 821,729,791 | 91 | 394 | 419 | 0.0% |
| Q2 2020 | 1,067 | $40.1B | 840,455,712 | 87 | 352 | 506 | 0.0% |
| Q1 2020 | 1,093 | $36.7B | 905,906,893 | 89 | 434 | 457 | 0.0% |
| Q4 2019 | 1,169 | $48.6B | 901,350,898 | 89 | 505 | 273 | 0.0% |
| Q3 2019 | 1,005 | $43.7B | 868,553,844 | 68 | 414 | 349 | 0.0% |
| Q2 2019 | 1,011 | $46.5B | 902,891,891 | 68 | 513 | 291 | 0.0% |
| Q1 2019 | 1,013 | $46.7B | 902,538,634 | 114 | 463 | 294 | 0.0% |
| Q4 2018 | 957 | $39.1B | 828,582,606 | 7 | 19 | 17 | 0.0% |