iShares J.P. Morgan Em HighEMHYETF
13F holders, Q3 2024 (September 30)96holders +2
11new positions
10sold out
1famous investor
$39.21avg. 13F price*
At the end of Q3 2024, 96 institutions reported holding iShares J.P. Morgan Em High (EMHY) in their 13F filings, up 2 from Q2 2024. 11 opened new positions and 10 sold out. The largest holders were Sound Income Strategies, LLC ($37.4M), Assetmark, Inc. ($32.2M) and BlackRock, Inc. ($23.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $13.3M |
| Exits | 10 | $8.5M |
All 13F filers, Q2 2024 → Q3 2024: 881,469 shares bought and 516,403 shares sold, net +365,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Sound Income Strategies, LLC | 2.40% | Reduce -0.1% | 957,360 | $37.4M |
| Assetmark, Inc. | 0.09% | Add +13.9% | 825,802 | $32.2M |
| BlackRock, Inc. | 0.00% | — | 612,639 | $23.9M |
| Horizon Wealth Management, LLC | 3.77% | Add +3.4% | 483,902 | $18.9M |
| Cercano Management LLC | 0.39% | Add +205.4% | 421,404 | $16.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.7% | 389,510 | $15.2M |
| Wells Fargo & Company | 0.00% | Add +38.5% | 371,214 | $14.5M |
| Gateway Advisory, LLC | 1.91% | Reduce -1.1% | 303,324 | $11.8M |
| Empowered Funds, LLC | 0.18% | New | 296,037 | $11.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Reduce -6.1% | 199,225 | $9.2M |
| Vontobel Holding Ltd. | 0.03% | Reduce -2.2% | 214,594 | $8.4M |
| Betterment LLC | 0.02% | Add +2.2% | 192,803 | $7.5M |
| UBS Group AG | 0.00% | Reduce -5.3% | 185,485 | $7.2M |
| Morgan Stanley | 0.00% | Add +3.4% | 172,860 | $6.7M |
| LPL Financial LLC | 0.00% | Reduce -27.1% | 171,328 | $6.7M |
| Bank of America Corp. | 0.00% | Reduce -7.2% | 152,228 | $5.9M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -14.9% | 79,714 | $3.1M |
| AE Wealth Management LLC | 0.03% | Add +4.3% | 77,676 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.2% | 74,300 | $2.9M |
| Truist Financial Corp. | 0.00% | No change | 71,204 | $2.8M |
| Koss-Olinger Consulting, LLC | 0.24% | Reduce -2.5% | 70,551 | $2.8M |
| MML Investors Services, LLC | 0.01% | Reduce -3.0% | 69,950 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -20.0% | 68,916 | $2.7M |
| Mount Lucas Management LP | 0.88% | Add +4.6% | 66,307 | $2.6M |
| Cetera Investment Advisers | 0.01% | Reduce -16.4% | 65,109 | $2.5M |
| Apollon Wealth Management, LLC | 0.07% | Add +13.6% | 60,616 | $2.4M |
| Tidal Investments LLC | 0.02% | Reduce -4.6% | 54,784 | $2.1M |
| Concourse Financial Group Securities, Inc. | 0.12% | Reduce -1.0% | 50,374 | $2.0M |
| FOCUS Wealth Advisors, LLC | 0.94% | Reduce -1.6% | 48,444 | $1.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | Reduce -8.3% | 48,258 | $1.9M |
| Mariner, LLC | 0.00% | Add +23.6% | 44,726 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -4.2% | 42,129 | $1.6M |
| Nilsine Partners, LLC | 0.19% | Add +2.3% | 37,783 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.0% | 35,077 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.1% | 32,221 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Reduce -18.1% | 31,878 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +3.7% | 31,349 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -19.5% | 29,375 | $1.1M |
| Belpointe Asset Management LLC | 0.07% | Reduce -4.6% | 28,955 | $1.1M |
| Advisory Alpha, LLC | 0.04% | Reduce -20.0% | 28,698 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.0% | 22,805 | $890K |
| Napa Wealth Management | 0.40% | New | 21,648 | $845K |
| Atria Investments, Inc | 0.01% | Add +4.0% | 21,382 | $834K |
| Prudential Financial Inc. | 0.00% | Reduce -17.6% | 20,460 | $798K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.6% | 14,955 | $584K |
| Ariadne Wealth Management, LP | 0.31% | No change | 14,910 | $577K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -24.8% | 11,892 | $464K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 10,000 | $390K |
| D.A. Davidson & Co. | 0.00% | No change | 9,693 | $378K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 9,560 | $373K |
| Park Avenue Securities LLC | 0.00% | Reduce -29.1% | 9,545 | $372K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -18.4% | 9,417 | $367K |
| AlphaCentric Advisors LLC | 0.27% | Reduce -0.5% | 9,401 | $367K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.6% | 9,156 | $354K |
| Dark Forest Capital Management LP | 0.04% | Reduce -18.4% | 8,765 | $342K |
| Ocean Park Asset Management, LLC | 0.01% | New | 7,761 | $303K |
| SG Americas Securities, LLC | 0.00% | No change | 7,612 | $297K |
| Kestra Investment Management, LLC | 0.01% | New | 7,073 | $276K |
| McAdam, LLC | 0.01% | Reduce -6.8% | 6,678 | $261K |
| New Insight Wealth Advisors | 0.13% | Reduce -10.1% | 6,416 | $250K |
| Alternative Investment Advisors, LLC. | 0.13% | Reduce -8.1% | 6,399 | $250K |
| CIBC Private Wealth Group LLC | 0.00% | New | 6,000 | $234K |
| Raymond James & Associates | 0.00% | Add +0.2% | 5,870 | $229K |
| Viawealth, LLC | 0.12% | Reduce -20.6% | 5,440 | $212K |
| IFP Advisors, Inc | 0.01% | Reduce -6.1% | 4,798 | $187K |
| POM Investment Strategies, LLC | 0.14% | No change | 4,521 | $176K |
| Aspect Partners, LLC | 0.10% | No change | 4,414 | $172K |
| Horizon Financial Services, LLC | 0.09% | Reduce -23.9% | 3,774 | $147K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.2% | 2,996 | $117K |
| Compagnie Lombard Odier SCmA | 0.00% | Add +59.5% | 2,950 | $115K |
| Comerica Bank | 0.00% | Reduce -32.9% | 2,384 | $93K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.7% | 2,354 | $92K |
| First Horizon Advisors, Inc. | 0.00% | Add +40.4% | 2,124 | $83K |
| Private Trust Co. NA | 0.01% | No change | 1,698 | $66K |
| Investors Research Corp | 0.01% | No change | 1,589 | $62K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,419 | $55K |
| Park Place Capital Corp | 0.01% | No change | 1,333 | $52K |
| Cwm, LLC | 0.00% | New | 1,102 | $43K |
| National Bank of Canada | 0.00% | Reduce -28.8% | 1,095 | $43K |
| PNC Financial Services Group, Inc. | 0.00% | Add +25.4% | 759 | $30K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -51.6% | 638 | $25K |
| Delta Asset Management LLC | 0.00% | No change | 421 | $16K |
| Continuum Advisory, LLC | 0.00% | New | 404 | $16K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.4% | 317 | $12K |
| JPMorgan Chase & Co. | 0.00% | Add +77.5% | 252 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 118 | $5K |
| Beacon Capital Management, LLC | 0.00% | New | 117 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -15.6% | 108 | $4K |
| Pflug Koory, LLC | 0.00% | — | 107 | $4K |
| Peterson Financial Group, Inc. | 0.01% | New | 82 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 70 | $3K |
| Global Retirement Partners, LLC | 0.00% | Add +28.9% | 58 | $2K |
| Bank of Montreal | 0.00% | New | 58 | $2K |
| Tsfg, LLC | 0.00% | Add +2.2% | 47 | $2K |
| FMR LLC | 0.00% | Add +17.9% | 33 | $1K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 1 | $21 |
"% 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.