iShares MSCI Emr MRK Ex ChnaEMXCETF

13F holders, Q1 2024 (March 31)
755holders
3famous investors
$57.56avg. 13F price*

At the end of Q1 2024, 755 institutions reported holding iShares MSCI Emr MRK Ex Chna (EMXC) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($1.1B), Bank of America Corp. ($1.0B) and JPMorgan Chase & Co. ($529.6M). 3 famous investors held it, including George Soros (1.4% of Soros Fund Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares MSCI Emr MRK Ex Chna
CUSIP
46434G764
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 755Q1 2024Q2 2024: 820Q2 2024Q3 2024: 858Q3 2024Q4 2024: 914Q4 2024Q1 2025: 872Q1 2025Q2 2025: 832Q2 2025Q3 2025: 794Q3 2025Q4 2025: 876Q4 2025Q1 2026: 935Q1 2026Q2 2026: 1,025Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions138$356.4M
Exits31$43.9M

Ownership 755 holders

Envestnet Asset Management Inc. 0.40% Add +95.8% 18,591,796 $1.1B
Bank of America Corp. 0.10% Add +32.3% 17,518,680 $1.0B
JPMorgan Chase & Co. 0.05% Add +31.0% 9,199,245 $529.6M
Bank of New York Mellon Corp 0.10% Add +22.7% 8,875,287 $511.0M
Northern Trust Corp. 0.07% Add +27.8% 6,530,463 $376.0M
Morgan Stanley 0.03% Add +68.2% 5,671,803 $326.5M
Jane Street Group, LLC 0.42% Add +293.7% 5,636,398 $324.5M
LPL Financial LLC 0.17% Add +108.5% 5,458,323 $314.2M
Partners Capital Investment Group, LLP 9.13% Reduce -44.6% 5,300,526 $305.2M
Ameriprise Financial Inc. 0.08% Add +72.0% 5,223,783 $300.1M
Richard Bernstein Advisors LLC 6.23% Add +58.2% 5,042,057 $290.3M
Menora Mivtachim Holdings LTD. 1.89% Reduce -2.0% 4,381,952 $252.3M
US Bancorp \de 0.31% Add +53.5% 3,854,349 $221.9M
Northwestern Mutual Wealth Management Co. 0.21% Add +5.9% 3,534,176 $203.5M
BlackRock Inc. 0.00% Add +53.5% 3,404,914 $196.0M
Citigroup Inc. 0.17% Add +134.6% 2,673,119 $153.9M
Envestnet Portfolio Solutions, Inc. 0.53% Add +107.4% 2,437,406 $140.3M
Cwm, LLC 0.65% Add +61.8% 2,324,805 $133.8M
UBS Group AG 0.04% Add +36.7% 2,235,363 $128.7M
Tiaa Trust, National Association 0.35% Add +54.4% 1,986,339 $114.4M
Park Avenue Securities LLC 1.36% Add +92.0% 1,823,466 $105.0M
Wells Fargo & Company 0.03% Add +19.5% 1,722,179 $99.1M
Russell Investments Group, Ltd. 0.14% Reduce -11.7% 1,535,056 $88.4M
CENTRAL TRUST Co 2.14% Add +6.0% 1,490,309 $85.8M
Valmark Advisers, Inc. 1.48% Add +77.0% 1,476,858 $85.0M
MML Investors Services, LLC 0.35% Add +82.2% 1,464,787 $84.3M
Stifel Financial Corp. 0.09% Add +133.6% 1,387,612 $79.9M
Temasek Holdings (Private) Ltd 0.44% New 1,376,700 $79.3M
Composition Wealth, LLC 1.99% Add +1.1% 1,376,292 $79.2M
Permanens Capital L.P. 8.74% Add +133.9% 1,235,628 $71.1M
Janney Montgomery Scott LLC 0.21% Add +136.9% 1,224,093 $70.5M
Cetera Investment Advisers 0.16% Add +354.0% 1,200,803 $69.1M
Raymond James Financial Services Advisors, Inc. 0.09% Add +31.6% 1,101,509 $63.4M
HighTower Advisors, LLC 0.10% Add +8.5% 1,046,860 $60.3M
Thrivent Financial for Lutherans 0.12% Add +42.3% 1,003,253 $57.8M
Avidian Wealth Enterprises, LLC 2.94% Add +3500.9% 955,851 $55.0M
McKinley Carter Wealth Services, Inc. 3.53% Add +9.9% 917,714 $52.8M
Commonwealth Equity Services, LLC 0.09% Add +39.0% 892,825 $51.4M
Advocacy Wealth Management, LLC 4.27% Add +45.0% 863,081 $49.7M
United Services Automobile Association 1.16% Add +6.8% 818,851 $47.1M
Victory Capital Management Inc. 0.05% Add +6.8% 818,851 $47.1M
Aprio Wealth Management, LLC 9.02% Add +39.5% 799,588 $46.0M
Creative Planning 0.05% Add +14.1% 771,590 $44.4M
1ST Source Bank 2.49% Add +21.5% 745,171 $42.9M
Mariner, LLC 0.09% Add +157.7% 724,003 $41.7M
Evoke Wealth, LLC 1.24% New 723,649 $41.7M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +260.1% 656,345 $37.8M
United Bank 4.44% Add +7.3% 646,427 $37.2M
Soros Fund Management 1.44% No change 642,500 $37.0M
OneDigital Investment Advisors LLC 0.57% Add +120.3% 633,252 $36.5M
Bank of Montreal 0.01% Add +602.1% 629,540 $36.2M
Royal Bank of Canada 0.01% Reduce -40.7% 619,746 $35.7M
Cambridge Trust Co. 1.25% Add +34755.3% 575,112 $33.1M
Baird Financial Group, Inc. 0.07% Add +3.6% 574,823 $33.1M
Federation des caisses Desjardins du Quebec 0.24% New 573,538 $33.0M
RiverFront Investment Group, LLC 0.92% Add +122.1% 567,740 $32.7M
Dynasty Wealth Management, LLC 1.01% — 551,307 $31.7M
Quotient Wealth Partners, LLC 1.06% Add +27.8% 514,663 $29.6M
Crestwood Advisors Group, LLC 0.64% Add +4.5% 510,403 $29.4M
JB Capital LLC 1.91% Add +101.4% 498,012 $28.7M
Harbour Investments, Inc. 1.00% Add +23.1% 492,135 $28.3M
PNC Financial Services Group, Inc. 0.02% Add +38.7% 479,688 $27.6M
United Capital Financial Advisors, LLC 0.23% Add +152.3% 479,276 $27.6M
Cullen/Frost Bankers, Inc. 0.41% Add +205.8% 474,935 $27.3M
Oppenheimer Asset Management Inc. 0.39% Reduce -9.4% 457,143 $26.3M
Susquehanna International Group Ltd. 5.98% Reduce -33.6% 439,832 $25.3M
Hancock Whitney Corp. 0.85% Add +8.2% 429,332 $24.7M
Schroder Investment Management Group 0.03% Add +805.2% 421,988 $24.3M
Anderson Hoagland & Co. 2.65% Add +30.1% 409,824 $23.6M
Curi Capital, LLC 0.54% New 401,982 $23.1M
Captrust Financial Advisors 0.08% Add +5.3% 397,275 $22.9M
W1M Asset Management Ltd 1.74% New 395,848 $22.8M
New Harbor Financial Group, LLC 8.32% Add +0.3% 389,471 $22.4M
Foundations Investment Advisors, LLC 0.58% Add +88.6% 385,843 $22.2M
Raymond James & Associates 0.01% Add +94.0% 385,242 $22.2M
Professional Advisory Services Inc. 2.67% Add +0.5% 370,182 $21.3M
Nomura Asset Management Co. Ltd. 0.08% Add +404.0% 367,400 $21.2M
Horizon Investments, LLC 0.55% Add +42510.8% 366,453 $21.1M
Prudential PLC 0.17% Add +352.7% 357,890 $20.6M
CKW Financial Group 2.67% Add +49.5% 357,764 $20.5M
Central Bank & Trust Co. 2.87% Add +164.8% 350,239 $20.2M
Artemis Wealth Advisors, LLC 3.38% Reduce -29.8% 348,242 $20.0M
NewEdge Advisors, LLC 0.17% Add +72.2% 345,441 $19.9M
Osaic Holdings, Inc. 0.04% Reduce -61.9% 328,537 $18.9M
GYL Financial Synergies, LLC 1.48% Add +2.4% 327,962 $18.9M
Strategic Investment Management, LLC 14.06% Reduce -7.0% 324,390 $18.3M
Parallel Advisors, LLC 0.47% Reduce -17.7% 303,178 $17.5M
Marietta Wealth Management, LLC 2.80% Add +3.8% 294,798 $17.0M
AE Wealth Management LLC 0.18% Reduce -17.5% 280,134 $16.1M
Scarborough Advisors, LLC 7.41% Add +46.8% 278,116 $16.0M
Parkside Investments, LLC 2.52% Add +12.7% 276,290 $15.9M
CreativeOne Wealth, LLC 0.63% Add +125.1% 275,453 $15.9M
Atria Investments, Inc 0.21% Add +94.1% 260,508 $15.0M
Sentinel Trust Co. Lba 1.89% New 253,700 $14.6M
New York Life Investment Management LLC 0.15% Add +116.6% 253,664 $14.6M
Seascape Capital Management 5.36% Add +23.8% 250,331 $14.4M
Integrated Wealth Concepts LLC 0.21% Add +41.6% 250,163 $14.4M
Riversedge Advisors, LLC 3.54% Add +14.4% 249,525 $14.4M
Agf Management Ltd. 0.08% Add +229.2% 241,049 $13.9M
Tradition Wealth Management, LLC 1.39% New 238,626 $13.7M

"% of holder's portfolio" is EMXC's weight in each manager's 13F, not the share of iShares MSCI Emr MRK Ex Chna the manager owns.

Show all 755 holders