ISHARES INC (LEMB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
122
Reporting holders
$474.2M
Reported value
0.4%
Held as options
+0
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $79.5M | 1,872,525 | 0.00% | 8q | -5.9%-$4.9M |
| GOLDMAN SACHS GROUP INC | $38.8M | 913,372 | 0.00% | new | NEW |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $33.4M | 786,786 | 0.02% | 18q | -3.7%-$1.3M |
| Bank of New York Mellon Corp | $32.7M | 770,516 | 0.01% | 25q | -2.3%-$773.5K |
| Checchi Capital Advisers, LLC | $23.7M | 557,661 | 1.07% | 31q | -0.7%-$158.9K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $22.3M | 524,424 | 0.78% | 3q | -8.2%-$2.0M |
| NORTHERN TRUST CORP | $18.2M | 429,531 | 0.00% | 5q | +7.4%+$1.3M |
| UBS Group AG | $16.8M | 396,083 | 0.00% | 31q | +16.7%+$2.4M |
| ENVESTNET ASSET MANAGEMENT INC | $16.2M | 382,103 | 0.00% | 31q | +22.7%+$3.0M |
| Calamos Advisors LLC | $13.6M | 320,890 | 0.05% | 3q | +39.3%+$3.8M |
| STERLING INVESTMENT ADVISORS LLC /ADV | $12.0M | 282,195 | 5.38% | 31q | +2.2%+$256.7K |
| Bank Julius Baer & Co. Ltd, Zurich | $11.0M | 259,234 | 0.03% | 26q | +456.4%+$9.0M |
| PRINCIPAL FINANCIAL GROUP INC | $9.3M | 220,000 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $9.2M | 216,217 | 0.00% | 31q | -4.0%-$383.8K |
| BANK OF AMERICA CORP /DE/ | $9.1M | 215,635 | 0.00% | 31q | +8.2%+$696.4K |
| LPL Financial LLC | $9.1M | 213,690 | 0.00% | 6q | +0.6%+$51.1K |
| WELLS FARGO & COMPANY/MN | $8.5M | 199,935 | 0.00% | 31q | -42.1%-$6.2M |
| FRANKLIN RESOURCES INC | $7.3M | 171,776 | 0.00% | 4q | HELD |
| Apollon Wealth Management, LLC | $6.1M | 143,459 | 0.07% | new | NEW |
| LAM GROUP, INC. | $6.0M | 142,385 | 3.00% | 15q | +6.8%+$386.3K |
| Lifetime Wealth Management P.C. | $4.8M | 113,623 | 2.81% | 3q | +1.8%+$85.8K |
| Sarasin & Partners LLP | $4.6M | 107,858 | 0.05% | 2q | +0.6%+$26.7K |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $4.5M | 105,907 | 0.03% | 27q | +30.4%+$1.0M |
| Walkner Condon Financial Advisors LLC | $4.2M | 98,812 | 0.48% | 18q | +14.3%+$522.9K |
| MORGAN STANLEY | $4.0M | 94,031 | 0.00% | 35q | -1.5%-$60.5K |
| New Capital Management LP | $3.8M | 90,597 | 0.88% | 5q | +0.9%+$35.3K |
| MASECO LLP | $3.8M | 90,021 | 0.11% | 3q | -7.0%-$288.4K |
| Liberty Atlantic Advisors LLC | $3.8M | 89,814 | 2.74% | 3q | +17.9%+$577.6K |
| Sanctuary Advisors, LLC | $3.1M | 73,373 | 0.01% | 9q | +1.2%+$37.0K |
| MML INVESTORS SERVICES, LLC | $2.7M | 63,585 | 0.01% | 3q | +41.1%+$785.3K |
| KITCHING PARTNERS, LLC | $2.3M | 54,883 | 2.00% | 3q | +54.1%+$818.0K |
| Obsido Oy | $2.3M | 53,050 | 1.20% | 7q | +1.6%+$35.4K |
| Union Bancaire Privee, UBP SA | $2.2M | 52,995 | 0.02% | 7q | +37.9%+$611.9K |
| CITADEL ADVISORS LLC | $2.2M | 6,013 | 0.00% | 3q | -83.8%-$11.2M |
| RHS Financial, LLC | $2.0M | 47,245 | 0.81% | 30q | +13.3%+$235.4K |
| Cetera Investment Advisers | $2.0M | 46,468 | 0.00% | 6q | +6.5%+$120.7K |
| Wealth Advisory Solutions, LLC | $1.9M | 44,701 | 0.39% | 2q | +23.2%+$357.0K |
| GUIDANCE CAPITAL, INC | $1.9M | 44,206 | 0.40% | 3q | +16.4%+$264.6K |
| Haven Private, LLC | $1.7M | 39,458 | 0.64% | 5q | -26.0%-$588.3K |
| Nilsine Partners, LLC | $1.5M | 36,296 | 0.11% | 14q | +2.6%+$39.0K |
| AMERIPRISE FINANCIAL INC | $1.5M | 34,336 | 0.00% | 31q | -41.5%-$1.0M |
| Pictet North America Advisors SA | $1.4M | 33,309 | 0.12% | 12q | -1.4%-$20.4K |
| FMR LLC | $1.4M | 31,874 | 0.00% | 19q | +5.7%+$72.6K |
| OPPENHEIMER & CO INC | $1.3M | 30,755 | 0.01% | 4q | +1.3%+$17.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 30,396 | 0.00% | 12q | +9.4%+$111.7K |
| VIEWPOINT INVESTMENT PARTNERS CORP | $1.2M | 27,600 | 0.40% | 22q | -12.9%-$174.0K |
| BARINGS LLC | $1.1M | 25,700 | 0.02% | 2q | HELD |
| VICUS CAPITAL | $1.0M | 24,465 | 0.07% | 5q | -26.6%-$375.9K |
| Strategic Financial Planning, Inc. | $953.9K | 22,524 | 0.50% | new | NEW |
| Alteri Wealth LLC | $895.2K | 21,099 | 0.25% | 2q | +7.2%+$59.7K |
| EverSource Wealth Advisors, LLC | $877.5K | 20,681 | 0.03% | 4q | +94.1%+$425.5K |
| Keystone Global Partners, LLC | $818.3K | 19,287 | 0.31% | 2q | -17.8%-$176.6K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $728.7K | 17,174 | 0.03% | 14q | +57.2%+$265.2K |
| D.A. DAVIDSON & CO. | $698.3K | 16,457 | 0.00% | 10q | +14.1%+$86.1K |
| JPMORGAN CHASE & CO | $681.8K | 16,069 | 0.00% | 3q | +7.0%+$44.7K |
| Chesley Taft & Associates LLC | $660.2K | 15,560 | 0.03% | 5q | +28.0%+$144.5K |
| Whitcomb & Hess, Inc. | $660.2K | 15,559 | 0.14% | 11q | HELD |
| RWA WEALTH PARTNERS, LLC | $658.5K | 15,520 | 0.01% | 13q | -41.6%-$469.6K |
| RAYMOND JAMES FINANCIAL INC | $649.0K | 15,295 | 0.00% | 7q | -33.2%-$322.3K |
| OAK FAMILY ADVISORS, LLC | $644.1K | 15,180 | 0.16% | 4q | -10.5%-$75.8K |
| M Wealth Management, LLC | $576.5K | 13,588 | 0.45% | new | NEW |
| Focus Partners Wealth | $574.2K | 13,533 | 0.00% | 2q | HELD |
| BARCLAYS PLC | $566.4K | 13,350 | 0.00% | 2q | HELD |
| Global Assets Advisory, LLC | $537.2K | 12,681 | 0.12% | new | NEW |
| Mirae Asset Global Investments Co., Ltd. | $534.6K | 12,600 | 0.00% | 3q | -50.0%-$534.6K |
| Comprehensive Money Management Services LLC | $491.1K | 11,575 | 0.31% | 7q | HELD |
| NewEdge Advisors, LLC | $486.0K | 11,454 | 0.00% | 8q | +4.4%+$20.3K |
| CHAPMAN FINANCIAL GROUP, LLC | $477.9K | 11,263 | 0.32% | 2q | +17.9%+$72.6K |
| Maridea Wealth Management LLC | $473.9K | 11,170 | 0.05% | 2q | +13.0%+$54.6K |
| M&T Bank Corp | $468.0K | 11,030 | 0.00% | 5q | -7.2%-$36.1K |
| Pathstone Holdings, LLC | $421.2K | 9,927 | 0.00% | 5q | HELD |
| Fisher Asset Management, LLC | $420.2K | 9,904 | 0.00% | 11q | -6.4%-$28.6K |
| Arkadios Wealth Advisors | $418.4K | 9,860 | 0.01% | 2q | +49.3%+$138.1K |
| WBH ADVISORY INC | $401.6K | 9,465 | 0.03% | 3q | +1.6%+$6.2K |
| Trivium Point Advisory, LLC | $401.0K | 9,450 | 0.04% | 6q | +8.0%+$29.7K |
| BANK OF MONTREAL /CAN/ | $392.9K | 9,261 | 0.00% | 21q | -9.6%-$41.8K |
| Interchange Capital Partners, LLC | $354.1K | 8,346 | 0.07% | new | NEW |
| Purpose Unlimited Inc. | $352.4K | 8,173 | 0.01% | 2q | -24.0%-$111.4K |
| Farther Finance Advisors, LLC | $336.8K | 7,938 | 0.00% | 3q | +19.3%+$54.6K |
| JANE STREET GROUP, LLC | $333.7K | 7,865 | 0.00% | 2q | -99.1%-$37.3M |
| SCOTIA CAPITAL INC. | $333.4K | 7,857 | 0.00% | 5q | HELD |
| Rosenberg Matthew Hamilton | $311.2K | 7,334 | 0.06% | 26q | +5.8%+$17.0K |
| Cerity Partners LLC | $311.0K | 7,329 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $302.3K | 7,123 | 0.00% | 26q | +8.5%+$23.8K |
| Integrated Advisors Network LLC | $279.3K | 6,582 | 0.01% | new | NEW |
| Modera Wealth Management, LLC | $276.6K | 6,520 | 0.00% | 10q | HELD |
| Tortoise Investment Management, LLC | $244.0K | 5,750 | 0.02% | 22q | HELD |
| TRUIST FINANCIAL CORP | $236.0K | 5,562 | 0.00% | 15q | -13.3%-$36.1K |
| Insight Advisors, LLC/ PA | $226.4K | 5,335 | 0.04% | 16q | -12.8%-$33.3K |
| Composition Wealth, LLC | $219.0K | 5,162 | 0.00% | 2q | -17.6%-$46.7K |
| WHITTIER TRUST CO OF NEVADA INC | $204.4K | 4,810 | 0.00% | 2q | HELD |
| US BANCORP \DE\ | $175.4K | 4,135 | 0.00% | new | NEW |
| Compagnie Lombard Odier SCmA | $157.0K | 3,700 | 0.00% | 21q | HELD |
| FIFTH THIRD BANCORP | $147.5K | 3,477 | 0.00% | 2q | -28.8%-$59.6K |
| Regatta Research & Money Management | $145.6K | 3,432 | 0.14% | new | FIRST |
| Transamerica Financial Advisors, LLC | $95.8K | 2,257 | 0.01% | 3q | +2.5%+$2.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $76.2K | 1,800 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $69.1K | 1,629 | 0.00% | 4q | +68.1%+$28.0K |
| Rockefeller Capital Management L.P. | $65.9K | 1,552 | 0.00% | 4q | -47.9%-$60.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $64.2K | 1,512 | 0.00% | 3q | HELD |
Showing the largest 100 of 129 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 122 | $474.2M | 11,132,793 | 16 | 46 | 36 | 0.4% |
| Q1 2026 | 122 | $522.6M | 12,802,149 | 27 | 51 | 23 | 0.0% |
| Q4 2025 | 104 | $435.5M | 10,469,313 | 22 | 48 | 17 | 0.1% |
| Q3 2025 | 86 | $227.7M | 5,533,225 | 15 | 31 | 21 | 0.0% |
| Q2 2025 | 83 | $206.7M | 4,907,830 | 14 | 24 | 27 | 0.0% |
| Q1 2025 | 79 | $176.9M | 4,724,999 | 8 | 29 | 24 | 0.0% |
| Q4 2024 | 77 | $193.6M | 5,359,179 | 8 | 19 | 29 | 0.0% |
| Q3 2024 | 74 | $250.8M | 6,517,927 | 6 | 23 | 28 | 0.0% |
| Q2 2024 | 74 | $236.9M | 6,637,097 | 4 | 26 | 28 | 0.0% |
| Q1 2024 | 78 | $274.4M | 7,608,444 | 6 | 32 | 27 | 0.0% |
| Q4 2023 | 83 | $302.4M | 8,238,666 | 6 | 22 | 39 | 0.0% |
| Q3 2023 | 80 | $501.6M | 10,061,603 | 13 | 26 | 31 | 30.1% |
| Q2 2023 | 83 | $368.5M | 9,939,783 | 14 | 31 | 25 | 0.0% |
| Q1 2023 | 81 | $335.3M | 9,284,582 | 14 | 29 | 24 | 0.0% |
| Q4 2022 | 72 | $271.8M | 7,809,172 | 16 | 22 | 24 | 0.0% |
| Q3 2022 | 76 | $215.4M | 6,638,431 | 8 | 23 | 28 | 0.1% |
| Q2 2022 | 82 | $228.6M | 6,693,280 | 14 | 20 | 31 | 0.0% |
| Q1 2022 | 77 | $346.7M | 9,371,237 | 10 | 20 | 34 | 0.0% |
| Q4 2021 | 83 | $314.6M | 7,922,032 | 5 | 36 | 24 | 0.0% |
| Q3 2021 | 83 | $362.9M | 8,549,063 | 6 | 32 | 25 | 0.0% |
| Q2 2021 | 89 | $346.7M | 7,918,726 | 13 | 34 | 24 | 0.0% |
| Q1 2021 | 83 | $335.5M | 7,592,094 | 12 | 29 | 23 | 0.0% |
| Q4 2020 | 81 | $374.9M | 8,286,908 | 13 | 34 | 15 | 0.0% |
| Q3 2020 | 70 | $263.2M | 6,290,912 | 6 | 24 | 17 | 0.0% |
| Q2 2020 | 73 | $222.6M | 5,467,883 | 8 | 18 | 25 | 0.1% |
| Q1 2020 | 75 | $204.3M | 5,450,382 | 7 | 20 | 29 | 0.0% |
| Q4 2019 | 88 | $284.3M | 6,471,905 | 12 | 31 | 18 | 0.0% |
| Q3 2019 | 83 | $326.9M | 7,379,052 | 13 | 19 | 24 | 0.1% |
| Q2 2019 | 76 | $300.1M | 6,465,974 | 15 | 27 | 19 | 0.4% |
| Q1 2019 | 71 | $278.4M | 6,349,192 | 13 | 27 | 14 | 0.0% |
| Q4 2018 | 67 | $183.3M | 4,254,953 | 1 | 1 | 0 | 0.0% |