iShares J.P. Morgan Em HighEMHYETF
13F holders, Q1 2024 (March 31)88holders
1famous investor
$37.45avg. 13F price*
At the end of Q1 2024, 88 institutions reported holding iShares J.P. Morgan Em High (EMHY) in their 13F filings. The largest holders were Sound Income Strategies, LLC ($35.8M), Assetmark, Inc. ($23.7M) and Envestnet Asset Management Inc. ($16.5M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares J.P. Morgan Em High
- CUSIP
- 464286285
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $18.5M |
| Exits | 5 | $5.5M |
Ownership 88 holders
| Sound Income Strategies, LLC | 2.68% | Add +1.9% | 956,763 | $35.8M |
| Assetmark, Inc. | 0.08% | Add +12.5% | 633,424 | $23.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.4% | 440,656 | $16.5M |
| Gateway Advisory, LLC | 1.96% | Add +5.2% | 298,930 | $11.2M |
| Wells Fargo & Company | 0.00% | Add +253.0% | 249,418 | $9.3M |
| Empowered Funds, LLC | 0.17% | New | 247,500 | $9.2M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 245,667 | $9.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Reduce -0.2% | 230,519 | $8.6M |
| Vontobel Holding Ltd. | 0.07% | Add +2.2% | 219,672 | $8.2M |
| UBS Group AG | 0.00% | Add +2.8% | 195,011 | $7.3M |
| Morgan Stanley | 0.00% | Add +17.5% | 162,963 | $6.1M |
| Bank of America Corp. | 0.00% | Add +0.6% | 155,506 | $5.8M |
| Cercano Management LLC | 0.14% | New | 138,000 | $5.2M |
| Betterment LLC | 0.01% | Add +35.9% | 85,126 | $3.2M |
| OneDigital Investment Advisors LLC | 0.05% | Add +41.4% | 83,292 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.0% | 81,015 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +113.0% | 77,064 | $2.9M |
| Tidal Investments LLC | 0.05% | Add +18.4% | 74,389 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +19.3% | 73,264 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +2.7% | 71,349 | $2.7M |
| AE Wealth Management LLC | 0.03% | Reduce -4.7% | 70,622 | $2.6M |
| MML Investors Services, LLC | 0.01% | Reduce -3.6% | 69,678 | $2.6M |
| Mount Lucas Management LP | 0.84% | Reduce -0.8% | 67,218 | $2.5M |
| Apollon Wealth Management, LLC | 0.06% | Add +5.7% | 53,079 | $2.0M |
| Concourse Financial Group Securities, Inc. | 0.12% | Reduce -0.1% | 50,986 | $1.9M |
| FOCUS Wealth Advisors, LLC | 0.97% | New | 48,623 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 44,339 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Add +0.6% | 38,303 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +6.5% | 38,174 | $1.4M |
| Nilsine Partners, LLC | 0.18% | Reduce -4.2% | 36,050 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.4% | 34,997 | $1.3M |
| Mariner, LLC | 0.00% | Add +23.3% | 29,664 | $1.1M |
| Advisory Alpha, LLC | 0.04% | Add +4.7% | 27,714 | $1.0M |
| Belpointe Asset Management LLC | 0.08% | New | 27,576 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -58.9% | 25,576 | $958K |
| Prudential Financial Inc. | 0.00% | Add +7.6% | 25,480 | $954K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 23,665 | $887K |
| 1900 Wealth Management LLC | 0.06% | Reduce -27.3% | 19,002 | $712K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.1% | 16,484 | $617K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 15,337 | $575K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.3% | 13,908 | $521K |
| Park Avenue Securities LLC | 0.01% | Add +2.2% | 13,336 | $500K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.0% | 12,046 | $451K |
| High Net Worth Advisory Group LLC | 0.12% | No change | 10,000 | $375K |
| AlphaCentric Advisors LLC | 0.22% | Reduce -4.8% | 9,669 | $362K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 9,560 | $358K |
| D.A. Davidson & Co. | 0.00% | New | 9,353 | $350K |
| New Insight Wealth Advisors | 0.19% | Reduce -20.1% | 8,150 | $305K |
| D. E. Shaw & Co. | 0.00% | New | 7,900 | $296K |
| SG Americas Securities, LLC | 0.00% | No change | 7,612 | $285K |
| McAdam, LLC | 0.02% | Reduce -6.4% | 7,186 | $269K |
| Alternative Investment Advisors, LLC. | 0.16% | Reduce -6.2% | 7,026 | $261K |
| Viawealth, LLC | 0.16% | Reduce -35.2% | 6,748 | $253K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,746 | $215K |
| Raymond James & Associates | 0.00% | New | 5,468 | $205K |
| IFP Advisors, Inc | 0.01% | Reduce -0.1% | 5,110 | $191K |
| POM Investment Strategies, LLC | 0.14% | No change | 4,521 | $169K |
| Aspect Partners, LLC | 0.13% | No change | 4,414 | $165K |
| Horizon Financial Services, LLC | 0.09% | New | 3,896 | $146K |
| Comerica Bank | 0.00% | Add +2.2% | 3,560 | $133K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +121.2% | 2,931 | $110K |
| ICA Group Wealth Management, LLC | 0.02% | Add +5.6% | 2,490 | $93K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.1% | 2,277 | $85K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 1,700 | $64K |
| Investors Research Corp | 0.01% | No change | 1,589 | $60K |
| National Bank of Canada | 0.00% | No change | 1,537 | $57K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -5.2% | 1,513 | $57K |
| Park Place Capital Corp | 0.02% | Reduce -50.0% | 1,333 | $50K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.2% | 1,126 | $42K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 553 | $21K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 530 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 421 | $16K |
| Cwm, LLC | 0.00% | New | 400 | $15K |
| BlackRock Inc. | 0.00% | No change | 279 | $10K |
| First Horizon Advisors, Inc. | 0.00% | No change | 277 | $10K |
| NewEdge Advisors, LLC | 0.00% | New | 200 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | New | 114 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 112 | $4K |
| Pflug Koory, LLC | 0.00% | No change | 107 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 70 | $3K |
| Aspire Private Capital, LLC | 0.00% | No change | 66 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 59 | $2K |
| Tsfg, LLC | 0.00% | No change | 46 | $2K |
| Principal Securities, Inc. | 0.00% | New | 49 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 45 | $2K |
| Western Pacific Wealth Management, LP | 0.00% | New | 39 | $1K |
| FMR LLC | 0.00% | Add +85.0% | 37 | $1K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -98.9% | 1 | $20 |
"% of holder's portfolio" is EMHY's weight in each manager's 13F, not the share of iShares J.P. Morgan Em High the manager owns.