DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES INC (EMGF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
234
Reporting holders
$2.0B
Reported value
0.0%
Calls
0.0%
Puts
+15
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 |
|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $214.1M | 2,922,313 | 1.60% | 4q | -3.1%-$6.8M |
| JPMORGAN CHASE & CO | $192.3M | 2,668,663 | 0.01% | 15q | -5.7%-$11.7M |
| Strategic Financial Services, Inc. | $130.0M | 1,774,234 | 5.69% | 31q | -5.9%-$8.2M |
| Dynasty Wealth Management, LLC | $117.0M | 1,597,684 | 0.87% | 7q | +0.5%+$605.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $105.2M | 1,435,813 | 0.01% | 2q | +144.9%+$62.2M |
| SAGESPRING WEALTH PARTNERS, LLC | $104.1M | 1,420,427 | 1.60% | 7q | +2.7%+$2.8M |
| WELLS FARGO & COMPANY/MN | $94.0M | 1,283,385 | 0.02% | 31q | +1.0%+$971.9K |
| AMERIPRISE FINANCIAL INC | $64.2M | 876,080 | 0.01% | 21q | +43.9%+$19.6M |
| MORGAN STANLEY | $61.9M | 844,813 | 0.00% | 33q | +0.9%+$528.6K |
| LPL Financial LLC | $60.0M | 819,076 | 0.01% | 31q | +10.6%+$5.7M |
| FMR LLC | $51.2M | 699,117 | 0.00% | 20q | -3.1%-$1.7M |
| RAYMOND JAMES FINANCIAL INC | $47.5M | 649,015 | 0.01% | 7q | +5.8%+$2.6M |
| Annex Advisory Services, LLC | $46.7M | 637,191 | 0.80% | 2q | +7.7%+$3.3M |
| Pure Financial Advisors, LLC | $42.8M | 584,650 | 0.55% | 23q | HELD |
| Ascent Group, LLC | $42.4M | 578,242 | 1.27% | 16q | -19.5%-$10.3M |
| ENVESTNET ASSET MANAGEMENT INC | $32.5M | 443,265 | 0.01% | 31q | -5.3%-$1.8M |
| Larson Financial Group LLC | $32.1M | 437,503 | 0.84% | 6q | +10.6%+$3.1M |
| BANK OF AMERICA CORP /DE/ | $28.6M | 390,650 | 0.00% | 31q | +31.8%+$6.9M |
| EVOLVE PRIVATE WEALTH, LLC | $27.4M | 373,728 | 1.67% | 3q | +2.9%+$759.0K |
| Dynamic Advisor Solutions LLC | $25.2M | 344,188 | 0.71% | 16q | +6.8%+$1.6M |
| Equitable Holdings, Inc. | $22.6M | 308,939 | 0.14% | 27q | +10.3%+$2.1M |
| OLD MISSION CAPITAL LLC | $13.7M | 187,149 | 0.22% | 9q | -30.9%-$6.1M |
| Callan Family Office, LLC | $13.0M | 176,831 | 0.25% | 15q | +8.5%+$1.0M |
| Frontier Asset Management, LLC | $12.1M | 165,234 | 2.17% | 8q | +3.1%+$362.6K |
| Amplius Wealth Advisors, LLC | $11.6M | 159,010 | 0.85% | 2q | +11.3%+$1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $11.4M | 156,172 | 0.01% | 30q | +0.5%+$59.6K |
| Hixon Zuercher, LLC | $11.0M | 150,551 | 3.24% | 6q | +2.0%+$211.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $11.0M | 150,441 | 0.01% | 31q | +26.0%+$2.3M |
| Foundations Investment Advisors, LLC | $10.4M | 141,335 | 0.11% | 25q | HELD |
| Weil Company, Inc. | $9.9M | 135,547 | 1.75% | 10q | +4.1%+$391.9K |
| Integrated Wealth Concepts LLC | $9.8M | 134,128 | 0.06% | 31q | HELD |
| JT Stratford LLC | $9.6M | 130,930 | 1.05% | 3q | -29.9%-$4.1M |
| Navigation Group, LLC | $9.4M | 128,406 | 1.83% | 2q | +3.1%+$286.9K |
| Armbruster Capital Management, Inc. | $9.2M | 125,334 | 1.37% | 26q | -4.5%-$431.8K |
| EXCHANGE TRADED CONCEPTS, LLC | $8.8M | 119,624 | 0.04% | 7q | +18.8%+$1.4M |
| Federation des caisses Desjardins du Quebec | $8.4M | 115,114 | 0.03% | 8q | -2.6%-$225.6K |
| Vise Technologies, Inc. | $8.4M | 114,547 | 0.10% | 4q | +49.5%+$2.8M |
| JANE STREET GROUP, LLC | $8.2M | 112,361 | 0.00% | 3q | +70.9%+$3.4M |
| ROYAL BANK OF CANADA | $8.2M | 111,983 | 0.00% | 31q | +1166.9%+$7.6M |
| AlphaCore Capital LLC | $8.0M | 109,749 | 0.15% | 6q | -1.0%-$83.4K |
| ARQ WEALTH ADVISORS, LLC | $7.2M | 103,745 | 0.89% | 25q | +18.1%+$1.1M |
| Stokes Family Office, LLC | $6.4M | 87,614 | 0.75% | 7q | -57.9%-$8.8M |
| RHS Financial, LLC | $6.3M | 86,012 | 2.54% | 31q | -17.2%-$1.3M |
| Modern Wealth Management, LLC | $6.3M | 85,519 | 0.07% | 6q | -21.1%-$1.7M |
| Farther Finance Advisors, LLC | $5.6M | 76,605 | 0.04% | 15q | -5.8%-$348.3K |
| Cerity Partners LLC | $5.5M | 75,219 | 0.01% | 13q | +3.2%+$170.4K |
| Cetera Investment Advisers | $5.4M | 73,946 | 0.00% | 10q | -2.7%-$150.4K |
| Plancorp, LLC | $5.2M | 75,086 | 0.13% | new | NEW |
| LifeGoal Investments, LLC | $5.1M | 69,835 | 2.34% | 7q | +9.5%+$445.4K |
| Beirne Wealth Consulting Services, LLC | $5.1M | 69,136 | 1.01% | 31q | HELD |
| MorganRosel Wealth Management, LLC | $5.1M | 68,938 | 1.70% | new | NEW |
| YHB Investment Advisors, Inc. | $4.9M | 67,396 | 0.32% | 2q | +119.5%+$2.7M |
| Sanctuary Advisors, LLC | $4.6M | 62,225 | 0.02% | 9q | -1.8%-$82.4K |
| Veridan Wealth LLC | $4.4M | 59,652 | 1.49% | 7q | -7.4%-$348.6K |
| Storen Legacy Partners, LLC | $4.2M | 58,001 | 1.16% | 2q | +14.7%+$545.0K |
| BANK OF MONTREAL /CAN/ | $4.2M | 57,522 | 0.00% | 4q | -2.0%-$88.1K |
| PARK AVENUE SECURITIES LLC | $4.1M | 56,530 | 0.03% | 4q | -9.4%-$430.7K |
| OSAIC HOLDINGS, INC. | $4.1M | 56,505 | 0.00% | 26q | +6.6%+$257.9K |
| Arax Advisory Partners | $3.9M | 53,053 | 0.03% | new | NEW |
| Private Advisor Group, LLC | $3.9M | 52,957 | 0.02% | 14q | -59.7%-$5.8M |
| Beacon Pointe Advisors, LLC | $3.9M | 52,779 | 0.02% | 18q | +1.3%+$50.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.7M | 50,239 | 0.00% | 30q | -29.2%-$1.5M |
| Mariner, LLC | $3.6M | 49,247 | 0.00% | 16q | +2.7%+$94.9K |
| Keebeck Wealth Management | $3.6M | 49,184 | 0.35% | 14q | -7.3%-$282.4K |
| HighTower Advisors, LLC | $3.4M | 46,600 | 0.00% | 15q | -2.8%-$100.1K |
| Mullaney, Keating & Wright, Inc. | $3.2M | 46,227 | 1.53% | 9q | +0.8%+$25.7K |
| Intrua Financial, LLC | $3.1M | 42,829 | 0.29% | 6q | +4.2%+$126.4K |
| UNIQUE WEALTH, LLC | $3.1M | 42,405 | 0.36% | 6q | -33.4%-$1.6M |
| Quotient Wealth Partners, LLC | $2.9M | 40,119 | 0.07% | 11q | HELD |
| Thrivent Financial for Lutherans | $2.8M | 38,335 | 0.00% | 4q | HELD |
| OpenArc Corporate Advisory, LLC | $2.6M | 35,061 | 0.03% | 3q | +20.2%+$432.2K |
| Kastel Capital Advisors, LLC | $2.5M | 41,526 | 1.59% | 3q | -27.1%-$931.3K |
| WETZEL INVESTMENT ADVISORS, INC. | $2.5M | 33,466 | 0.85% | 5q | -6.1%-$160.3K |
| Ullmann Wealth Partners Group, LLC | $2.4M | 32,689 | 0.22% | 13q | -15.5%-$440.4K |
| 5T Wealth, LLC | $2.3M | 31,902 | 0.87% | 7q | -7.1%-$178.2K |
| One Wealth Advisors, LLC | $2.3M | 31,845 | 0.26% | 14q | HELD |
| Goldstein Advisors, LLC | $2.3M | 30,922 | 0.21% | 5q | +11.8%+$239.3K |
| MML INVESTORS SERVICES, LLC | $2.1M | 28,959 | 0.00% | 3q | +470.3%+$1.7M |
| Kingsview Wealth Management, LLC | $2.1M | 28,452 | 0.03% | 16q | -10.9%-$255.7K |
| OneDigital Investment Advisors LLC | $2.1M | 27,992 | 0.02% | 2q | +63.6%+$797.2K |
| First Citizens Financial Corp | $1.9M | 25,985 | 0.80% | 13q | +13.7%+$229.2K |
| Stratos Wealth Partners, LTD. | $1.7M | 23,789 | 0.02% | 13q | +6.0%+$98.2K |
| Riverpoint Wealth Management Holdings, LLC | $1.7M | 23,733 | 0.32% | 2q | +0.5%+$8.8K |
| Horst & Graben Wealth Management LLC | $1.7M | 23,908 | 0.22% | 11q | -0.9%-$14.9K |
| Stonebridge Wealth Management, LLC | $1.6M | 22,477 | 1.47% | 5q | -1.2%-$20.3K |
| Kestra Advisory Services, LLC | $1.6M | 22,476 | 0.01% | 13q | -2.9%-$49.7K |
| Strategic Blueprint, LLC | $1.6M | 21,990 | 0.08% | 8q | +14.0%+$198.0K |
| Hirtle & Co., LLC | $1.6M | 21,287 | 0.05% | 20q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.5M | 21,028 | 0.00% | 4q | +96.1%+$754.8K |
| Riverbend Wealth Management, LLC | $1.5M | 21,016 | 0.77% | new | NEW |
| PFG Advisors | $1.5M | 20,542 | 0.08% | 14q | -34.9%-$808.3K |
| UBS Group AG | $1.5M | 20,437 | 0.00% | 31q | +4.5%+$64.9K |
| KICKSTAND VENTURES, LLC. | $1.5M | 20,257 | 0.27% | 12q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.4M | 19,473 | 0.06% | 7q | -10.0%-$158.6K |
| Empirical Asset Management, LLC | $1.4M | 19,261 | 0.32% | 9q | +2.8%+$37.9K |
| TSA Wealth Managment LLC | $1.4M | 18,856 | 0.39% | 11q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $1.4M | 18,795 | 0.00% | 23q | +1.9%+$25.8K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $1.3M | 17,814 | 0.10% | 31q | -6.1%-$85.3K |
| Traveka Wealth, LLC | $1.2M | 15,893 | 0.39% | 4q | +3.5%+$38.9K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.1M | 15,183 | 0.02% | 9q | +3.4%+$36.5K |
Showing the largest 100 of 234 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 | 88 | $612.6M | 8,567,465 | 7 | 33 | 30 | 0.0% |
| Q2 2026 | 234 | $2.0B | 26,891,517 | 26 | 75 | 78 | 0.0% |
| Q1 2026 | 219 | $1.6B | 26,449,345 | 35 | 80 | 61 | 0.0% |
| Q4 2025 | 198 | $1.4B | 24,469,487 | 19 | 81 | 49 | 0.0% |
| Q3 2025 | 182 | $1.5B | 26,938,447 | 29 | 60 | 57 | 0.0% |
| Q2 2025 | 165 | $982.6M | 18,860,117 | 26 | 71 | 42 | 0.1% |
| Q1 2025 | 154 | $840.7M | 17,973,927 | 23 | 54 | 52 | 0.0% |
| Q4 2024 | 147 | $711.2M | 15,720,726 | 17 | 57 | 37 | 0.0% |
| Q3 2024 | 130 | $693.6M | 13,955,984 | 11 | 47 | 41 | 0.0% |
| Q2 2024 | 127 | $644.1M | 13,807,807 | 14 | 34 | 47 | 0.0% |
| Q1 2024 | 125 | $621.7M | 13,936,311 | 14 | 32 | 58 | 0.0% |
| Q4 2023 | 136 | $564.5M | 13,179,184 | 15 | 34 | 58 | 0.0% |
| Q3 2023 | 125 | $534.9M | 13,077,223 | 10 | 30 | 52 | 0.0% |
| Q2 2023 | 116 | $847.1M | 20,340,140 | 12 | 31 | 50 | 0.0% |
| Q1 2023 | 123 | $983.8M | 23,696,387 | 34 | 47 | 20 | 0.0% |
| Q4 2022 | 99 | $877.9M | 21,381,236 | 15 | 30 | 35 | 0.0% |
| Q3 2022 | 92 | $10.0B | 261,109,896 | 15 | 28 | 35 | 0.0% |
| Q2 2022 | 88 | $11.5B | 266,871,934 | 15 | 32 | 27 | 0.0% |
| Q1 2022 | 85 | $13.6B | 281,386,071 | 16 | 30 | 19 | 0.0% |
| Q4 2021 | 77 | $14.3B | 278,824,820 | 10 | 37 | 16 | 0.0% |
| Q3 2021 | 71 | $14.5B | 280,276,342 | 8 | 31 | 17 | 0.0% |
| Q2 2021 | 75 | $15.1B | 278,084,103 | 12 | 28 | 18 | 0.0% |
| Q1 2021 | 71 | $13.6B | 261,114,764 | 9 | 29 | 16 | 0.0% |
| Q4 2020 | 67 | $11.5B | 234,510,478 | 16 | 28 | 12 | 0.0% |
| Q3 2020 | 54 | $11.4B | 259,995,742 | 6 | 21 | 16 | 0.0% |
| Q2 2020 | 54 | $15.4B | 390,215,727 | 7 | 17 | 20 | 0.0% |
| Q1 2020 | 60 | $14.4B | 419,448,346 | 11 | 22 | 16 | 0.0% |
| Q4 2019 | 62 | $17.9B | 393,662,930 | 9 | 25 | 11 | 0.0% |
| Q3 2019 | 58 | $12.0B | 292,670,729 | 10 | 23 | 14 | 0.0% |
| Q2 2019 | 53 | $14.7B | 347,444,459 | 5 | 22 | 14 | 0.0% |
| Q1 2019 | 62 | $13.7B | 320,713,828 | 8 | 25 | 16 | 0.0% |
| Q4 2018 | 67 | $10.8B | 278,206,355 | 1 | 2 | 1 | 0.0% |