iShares JP Morgan Em Local CLEMBETF

13F holders, Q1 2024 (March 31)
84holders
1famous investor
$36.07avg. 13F price*

At the end of Q1 2024, 84 institutions reported holding iShares JP Morgan Em Local C (LEMB) in their 13F filings. The largest holders were Bank of New York Mellon Corp ($40.0M), Schroder Investment Management Group ($28.7M) and FIL Ltd ($22.1M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
iShares JP Morgan Em Local C
CUSIP
464286517
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 84Q1 2024Q2 2024: 79Q2 2024Q3 2024: 78Q3 2024Q4 2024: 80Q4 2024Q1 2025: 84Q1 2025Q2 2025: 89Q2 2025Q3 2025: 91Q3 2025Q4 2025: 109Q4 2025Q1 2026: 127Q1 2026Q2 2026: 126Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions8$2.4M
Exits9$4.9M

Ownership 84 holders

Bank of New York Mellon Corp 0.01% Reduce -17.2% 1,109,181 $40.0M
Schroder Investment Management Group 0.03% Add +3.3% 795,241 $28.7M
FIL Ltd 0.02% Add +16.1% 611,399 $22.1M
Checchi Capital Advisers, LLC 1.66% Add +0.2% 589,562 $21.3M
Jane Street Group, LLC 0.02% Reduce -55.4% 492,965 $17.8M
BlackRock Inc. 0.00% Add +92.9% 465,194 $16.8M
Bank of America Corp. 0.00% Add +36.4% 420,045 $15.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Reduce -10.2% 300,932 $10.8M
Sterling Investment Advisors LLC 5.19% Add +2.3% 245,460 $8.9M
Financial Strategies Group, Inc. 2.30% Add +5.0% 236,186 $8.6M
Envestnet Asset Management Inc. 0.00% Add +9.3% 232,831 $8.4M
Wells Fargo & Company 0.00% Add +7.8% 157,817 $5.7M
Royal Bank of Canada 0.00% Reduce -5.7% 147,488 $5.3M
Rehmann Capital Advisory Group 0.37% Add +7.3% 138,683 $5.0M
Morgan Stanley 0.00% Reduce -12.6% 133,002 $4.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.0% 107,941 $3.9M
Leo Wealth, LLC 0.36% Add +7.4% 97,446 $3.5M
Principal Securities, Inc. 0.10% Add +15.0% 89,214 $3.2M
Blue Edge Capital, LLC 0.51% Reduce -0.6% 84,221 $3.0M
Private Wealth Advisors, LLC 1.23% Reduce -3.2% 81,364 $2.9M
Pictet North America Advisors SA 0.32% Reduce -74.8% 78,270 $2.8M
AlphaQ Advisors LLC 1.35% Reduce -22.1% 62,218 $2.2M
Capital Analysts, LLC 0.10% Reduce -4.0% 57,895 $2.1M
UBS Group AG 0.00% Reduce -11.9% 55,193 $2.0M
Bulltick Wealth Management, LLC 0.36% Add +43.4% 47,662 $1.7M
Nilsine Partners, LLC 0.18% Reduce -0.3% 36,441 $1.3M
Viewpoint Investment Partners Corp. 0.99% Add +22.2% 35,800 $1.3M
Simplicity Wealth,LLC 0.03% New 35,278 $1.3M
Lam Group, Inc. 1.03% Add +32.2% 35,120 $1.3M
Tanager Wealth Management LLP 0.19% Reduce -15.0% 33,431 $1.2M
Ameriprise Financial Inc. 0.00% Add +6.1% 32,748 $1.2M
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.6% 28,131 $1.0M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -17.1% 27,386 $988K
RHS Financial, LLC 0.55% Reduce -12.6% 26,291 $948K
Walkner Condon Financial Advisors LLC 0.20% Add +6.9% 25,580 $922K
Rwa Wealth Partners, LLC 0.01% Reduce -1.4% 25,525 $921K
Bank of Montreal 0.00% Add +6.9% 24,148 $886K
Strategic Financial Planning, Inc. 0.60% Reduce -0.8% 22,407 $808K
Truist Financial Corp. 0.00% Reduce -0.3% 18,064 $652K
Rosenberg Matthew Hamilton 0.19% Reduce -2.9% 18,033 $647K
Steward Partners Investment Advisory, LLC 0.01% Add +2.6% 17,660 $637K
Savant Capital, LLC 0.01% Reduce -3.2% 17,222 $621K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.1% 15,143 $546K
Endowment Wealth Management, Inc. 0.38% Add +3.0% 14,071 $508K
FMR LLC 0.00% Add +5.8% 13,914 $502K
Tortoise Investment Management, LLC 0.06% Reduce -31.2% 13,790 $497K
Whitcomb & Hess, Inc. 0.13% Add +0.8% 11,347 $409K
Northern Trust Corp. 0.00% Reduce -13.5% 11,324 $409K
Mutual Advisors, LLC 0.01% Reduce -1.9% 10,496 $379K
Fisher Asset Management 0.00% No change 9,872 $356K
Foster & Motley Inc. 0.02% Reduce -84.9% 9,667 $349K
D.A. Davidson & Co. 0.00% New 9,192 $332K
Chesley Taft & Associates LLC 0.02% No change 8,710 $314K
Baird Financial Group, Inc. 0.00% Add +17.6% 8,119 $293K
Life Planning Partners, Inc 0.29% Reduce -36.6% 7,964 $287K
Insight Advisors, LLC/ PA 0.05% Add +13.2% 7,562 $273K
LPL Financial LLC 0.00% Add +35.5% 7,542 $272K
HSBC Holdings PLC 0.00% Reduce -8.0% 7,155 $258K
Leavell Investment Management, Inc. 0.01% No change 6,860 $247K
Raymond James & Associates 0.00% Add +9.5% 6,787 $245K
Towneley Capital Management, Inc / DE 0.06% No change 6,735 $243K
Modera Wealth Management, LLC 0.00% New 6,520 $235K
Cetera Investment Advisers 0.00% New 6,105 $220K
Hexagon Capital Partners LLC 0.05% Reduce -28.4% 5,621 $203K
Banque Cantonale Vaudoise 0.01% New 5,000 $180K
JPMorgan Chase & Co. 0.00% Add +78.1% 3,358 $121K
CoreCap Advisors, LLC 0.01% New 2,886 $104K
Compagnie Lombard Odier SCmA 0.00% Add +91.5% 2,872 $104K
Parkside Financial Bank & Trust 0.01% No change 1,859 $67K
Qube Research & Technologies Ltd 0.00% No change 1,787 $64K
Comerica Bank 0.00% Add +8.8% 1,603 $58K
Federation des caisses Desjardins du Quebec 0.00% New 1,579 $57K
NorthRock Partners, LLC 0.00% Add +3.4% 1,237 $45K
National Bank of Canada 0.00% Add +7.3% 737 $27K
Citigroup Inc. 0.00% Reduce -22.9% 525 $19K
Red Tortoise LLC 0.01% No change 509 $18K
Family Asset Management, LLC 0.01% Reduce -20.8% 340 $12K
Pineridge Advisors LLC 0.00% No change 302 $11K
Bogart Wealth, LLC 0.00% No change 279 $10K
Osaic Holdings, Inc. 0.00% Reduce -91.5% 239 $9K
Front Row Advisors LLC 0.00% No change 150 $5K
Cwm, LLC 0.00% New 59 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -42.1% 11 $397
Clear Point Advisors Inc. 0.00% Reduce -99.6% 1 $37

"% of holder's portfolio" is LEMB's weight in each manager's 13F, not the share of iShares JP Morgan Em Local C the manager owns.