iShares J.P. Morgan Em HighEMHYETF
13F holders, Q4 2024 (December 31)111holders +15
19new positions
5sold out
1famous investor
$38.09avg. 13F price*
At the end of Q4 2024, 111 institutions reported holding iShares J.P. Morgan Em High (EMHY) in their 13F filings, up 15 from Q3 2024. 19 opened new positions and 5 sold out. The largest holders were Sound Income Strategies, LLC ($37.8M), Assetmark, Inc. ($34.2M) and BlackRock, Inc. ($23.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $5.7M |
| Exits | 5 | $11.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,378,376 shares bought and 392,283 shares sold, net +986,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Sound Income Strategies, LLC | 2.34% | Add +4.0% | 996,085 | $37.8M |
| Assetmark, Inc. | 0.09% | Add +9.2% | 901,650 | $34.2M |
| BlackRock, Inc. | 0.00% | Reduce -0.3% | 610,853 | $23.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +55.1% | 604,092 | $22.9M |
| Horizon Wealth Management, LLC | 3.68% | Add +15.0% | 556,357 | $21.1M |
| Cercano Management LLC | 0.50% | Add +23.7% | 521,404 | $19.8M |
| Wells Fargo & Company | 0.00% | Add +12.3% | 417,002 | $15.8M |
| Betterment LLC | 0.03% | Add +74.0% | 335,548 | $12.7M |
| LPL Financial LLC | 0.00% | Add +48.4% | 254,157 | $9.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Add +7.4% | 214,012 | $9.0M |
| Vontobel Holding Ltd. | 0.03% | Add +1.3% | 217,353 | $8.3M |
| UBS Group AG | 0.00% | Add +6.3% | 197,104 | $7.5M |
| Morgan Stanley | 0.00% | Add +1.8% | 176,010 | $6.7M |
| Bank of America Corp. | 0.00% | Add +15.1% | 175,190 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Add +76.3% | 130,959 | $5.0M |
| MML Investors Services, LLC | 0.02% | Add +86.8% | 130,641 | $5.0M |
| OneDigital Investment Advisors LLC | 0.05% | Add +47.3% | 117,412 | $4.5M |
| Mariner, LLC | 0.01% | Add +143.3% | 108,816 | $4.1M |
| Atria Investments, Inc | 0.04% | Add +314.2% | 88,565 | $3.4M |
| Cetera Investment Advisers | 0.01% | Add +27.4% | 82,933 | $3.1M |
| AE Wealth Management LLC | 0.03% | Add +6.7% | 82,870 | $3.1M |
| Koss-Olinger Consulting, LLC | 0.23% | Reduce -1.3% | 69,662 | $2.6M |
| Mount Lucas Management LP | 0.90% | Add +3.0% | 68,328 | $2.6M |
| D. E. Shaw & Co. | 0.00% | Add +118.1% | 64,075 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -13.2% | 59,802 | $2.3M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -2.3% | 59,200 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -18.3% | 58,201 | $2.2M |
| Tidal Investments LLC | 0.02% | Reduce -0.5% | 54,515 | $2.1M |
| Concourse Financial Group Securities, Inc. | 0.11% | Add +3.5% | 52,124 | $2.0M |
| FOCUS Wealth Advisors, LLC | 0.98% | Add +0.5% | 48,683 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +9.0% | 45,923 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +45.8% | 45,706 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.4% | 38,364 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +16.3% | 37,472 | $1.4M |
| Nilsine Partners, LLC | 0.15% | Reduce -2.5% | 36,857 | $1.4M |
| Transform Wealth, LLC | 0.08% | New | 36,042 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Reduce -1.3% | 31,454 | $1.2M |
| Belpointe Asset Management LLC | 0.07% | Add +1.6% | 29,427 | $1.1M |
| Advisory Alpha, LLC | 0.03% | Reduce -14.1% | 24,648 | $936K |
| Portfolio Design Labs, LLC | 0.19% | New | 24,350 | $925K |
| Optivise Advisory Services LLC | 0.43% | New | 21,160 | $804K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -56.3% | 21,111 | $802K |
| Park Avenue Securities LLC | 0.01% | Add +105.2% | 19,588 | $744K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +61.6% | 19,217 | $730K |
| Napa Wealth Management | 0.30% | Reduce -15.0% | 18,396 | $699K |
| Ariadne Wealth Management, LP | 0.26% | No change | 14,910 | $575K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 14,955 | $568K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 11,492 | $436K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 11,492 | $436K |
| Prudential Financial Inc. | 0.00% | Reduce -44.4% | 11,370 | $432K |
| Yoffe Investment Management, LLC | 0.59% | — | 10,513 | $399K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -56.0% | 10,039 | $381K |
| High Net Worth Advisory Group LLC | 0.11% | No change | 10,000 | $380K |
| AlphaCentric Advisors LLC | 0.38% | Add +5.9% | 9,956 | $378K |
| D.A. Davidson & Co. | 0.00% | Add +1.4% | 9,827 | $373K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 9,560 | $363K |
| United Capital Financial Advisors, LLC | 0.00% | New | 9,531 | $362K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.8% | 9,324 | $361K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.5% | 8,990 | $341K |
| McAdam, LLC | 0.02% | Add +34.2% | 8,961 | $340K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,601 | $327K |
| &partners | 0.00% | New | 8,489 | $326K |
| Raymond James Financial Inc. | 0.00% | — | 7,812 | $297K |
| Ocean Park Asset Management, LLC | 0.01% | No change | 7,761 | $295K |
| SG Americas Securities, LLC | 0.00% | No change | 7,612 | $289K |
| Kestra Investment Management, LLC | 0.01% | Add +3.0% | 7,286 | $277K |
| World Investment Advisors | 0.01% | New | 6,394 | $243K |
| New Insight Wealth Advisors | 0.12% | Reduce -1.0% | 6,352 | $241K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.8% | 6,108 | $234K |
| Alternative Investment Advisors, LLC. | 0.12% | Reduce -7.4% | 5,924 | $225K |
| Jane Street Group, LLC | 0.00% | New | 5,913 | $225K |
| Dark Forest Capital Management LP | 0.03% | Reduce -34.2% | 5,771 | $219K |
| Synergy Asset Management, LLC | 0.02% | New | 5,080 | $198K |
| IFP Advisors, Inc | 0.01% | Reduce -0.6% | 4,768 | $181K |
| Comerica Bank | 0.00% | Add +95.6% | 4,664 | $177K |
| POM Investment Strategies, LLC | 0.13% | No change | 4,521 | $172K |
| Aspect Partners, LLC | 0.10% | No change | 4,414 | $168K |
| First Horizon Advisors, Inc. | 0.00% | Add +59.8% | 3,393 | $129K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 2,950 | $112K |
| Horizon Financial Services, LLC | 0.06% | Reduce -22.3% | 2,934 | $111K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.2% | 2,661 | $101K |
| Sunbelt Securities, Inc. | 0.01% | Add +2.3% | 2,408 | $92K |
| Private Trust Co. NA | 0.01% | Add +18.3% | 2,009 | $76K |
| Investors Research Corp | 0.01% | No change | 1,589 | $60K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,419 | $54K |
| Park Place Capital Corp | 0.01% | No change | 1,333 | $51K |
| National Bank of Canada | 0.00% | Add +15.8% | 1,268 | $48K |
| PNC Financial Services Group, Inc. | 0.00% | Add +40.7% | 1,068 | $41K |
| Geneos Wealth Management Inc. | 0.00% | Add +38.7% | 885 | $34K |
| Park Square Financial Group, LLC | 0.01% | — | 489 | $19K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 465 | $18K |
| Delta Asset Management LLC | 0.00% | No change | 421 | $16K |
| Continuum Advisory, LLC | 0.00% | No change | 404 | $15K |
| NewEdge Advisors, LLC | 0.00% | Add +17.0% | 371 | $14K |
| Ameriflex Group, Inc. | 0.00% | — | 200 | $8K |
| Parallel Advisors, LLC | 0.00% | New | 181 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | New | 130 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 118 | $4K |
| Qube Research & Technologies Ltd | 0.00% | No change | 108 | $4K |
| Pflug Koory, LLC | 0.00% | No change | 107 | $4K |
"% 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.