iShares JP Morgan Em Local CLEMBETF

13F holders, Q2 2024 (June 30)
79holders −5
3new positions
11sold out
1famous investor
$35.69avg. 13F price*

At the end of Q2 2024, 79 institutions reported holding iShares JP Morgan Em Local C (LEMB) in their 13F filings, down 5 from Q1 2024. 3 opened new positions and 11 sold out. The largest holders were Bank of New York Mellon Corp ($30.6M), Schroder Investment Management Group ($28.7M) and Checchi Capital Advisers, LLC ($21.8M). 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 → Q2 2024

InstitutionsTotal Value
New Positions3$6.2M
Exits11$5.8M

All 13F filers, Q1 2024 → Q2 2024: 433,043 shares bought and 1,192,374 shares sold, net −759,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 79 holders

Bank of New York Mellon Corp 0.01% Reduce -22.6% 858,666 $30.6M
Schroder Investment Management Group 0.03% Add +1.3% 805,405 $28.7M
Checchi Capital Advisers, LLC 1.72% Add +3.7% 611,379 $21.8M
Jane Street Group, LLC 0.02% Add +11.9% 551,767 $19.7M
BlackRock Inc. 0.00% Reduce -14.7% 397,034 $14.2M
FIL Ltd 0.01% Reduce -45.6% 332,847 $11.9M
Bank of America Corp. 0.00% Reduce -27.8% 303,187 $10.8M
Sterling Investment Advisors LLC 5.47% Add +2.4% 251,331 $9.0M
Envestnet Asset Management Inc. 0.00% Add +6.2% 247,234 $8.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.09% Reduce -19.3% 242,969 $8.7M
Financial Strategies Group, Inc. 2.16% Add +0.3% 236,809 $8.6M
Royal Bank of Canada 0.00% Add +3.8% 153,012 $5.5M
Rehmann Capital Advisory Group 0.37% Add +5.0% 145,563 $5.2M
Bank of Montreal 0.00% Add +439.2% 130,198 $4.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -5.7% 101,820 $3.6M
Leo Wealth, LLC 0.36% Add +0.6% 98,035 $3.5M
Principal Securities, Inc. 0.10% Add +9.1% 97,362 $3.5M
Morgan Stanley 0.00% Reduce -26.9% 97,159 $3.5M
Private Wealth Advisors, LLC 1.34% Add +5.7% 86,016 $3.1M
Blue Edge Capital, LLC 0.49% Reduce -0.5% 83,796 $3.0M
Flow Traders U.S. LLC 0.13% New 76,491 $2.7M
Susquehanna International Group, LLP 0.00% New 65,203 $2.3M
Wells Fargo & Company 0.00% Reduce -59.3% 64,213 $2.3M
Sanctuary Advisors, LLC 0.02% — 64,471 $2.3M
UBS Group AG 0.00% Reduce -4.5% 52,709 $1.9M
Simplicity Wealth,LLC 0.03% Add +5.0% 37,033 $1.3M
Nilsine Partners, LLC 0.17% Add +0.1% 36,486 $1.3M
Old Mission Capital LLC 0.03% New 33,252 $1.2M
Ameriprise Financial Inc. 0.00% Reduce -4.0% 31,449 $1.1M
Viewpoint Investment Partners Corp. 0.97% Reduce -13.4% 31,000 $1.1M
Bulltick Wealth Management, LLC 0.31% Reduce -35.3% 30,849 $1.1M
Tanager Wealth Management LLP 0.16% Reduce -8.1% 30,734 $1.1M
Raymond James Financial Services Advisors, Inc. 0.00% Add +1.5% 28,562 $1.0M
Lam Group, Inc. 0.85% Reduce -19.7% 28,205 $1.0M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.1% 24,608 $976K
Pictet North America Advisors SA 0.10% Reduce -66.1% 26,525 $945K
Rwa Wealth Partners, LLC 0.01% No change 25,525 $910K
Walkner Condon Financial Advisors LLC 0.19% Reduce -1.5% 25,192 $899K
RHS Financial, LLC 0.52% Reduce -8.8% 23,973 $854K
Strategic Financial Planning, Inc. 0.62% Add +6.8% 23,939 $853K
Savant Capital, LLC 0.01% Add +12.2% 19,329 $689K
Truist Financial Corp. 0.00% No change 18,064 $644K
Endowment Wealth Management, Inc. 0.41% Add +12.5% 15,834 $564K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.4% 15,089 $538K
FMR LLC 0.00% Add +2.6% 14,275 $509K
Whitcomb & Hess, Inc. 0.13% Add +1.5% 11,514 $410K
Rosenberg Matthew Hamilton 0.12% Reduce -36.6% 11,439 $407K
HSBC Holdings PLC 0.00% Add +53.2% 10,962 $391K
Fisher Asset Management 0.00% No change 9,872 $352K
Foster & Motley Inc. 0.02% Add +0.8% 9,749 $347K
D.A. Davidson & Co. 0.00% Add +2.9% 9,455 $337K
Chesley Taft & Associates LLC 0.02% Add +5.0% 9,141 $326K
Tortoise Investment Management, LLC 0.03% Reduce -40.2% 8,250 $294K
Insight Advisors, LLC/ PA 0.05% Add +3.7% 7,841 $279K
Baird Financial Group, Inc. 0.00% Reduce -8.9% 7,397 $264K
Life Planning Partners, Inc 0.24% Reduce -8.7% 7,273 $259K
Steward Partners Investment Advisory, LLC 0.00% Reduce -58.8% 7,270 $259K
Leavell Investment Management, Inc. 0.01% Reduce -0.9% 6,796 $242K
Modera Wealth Management, LLC 0.00% No change 6,520 $232K
Raymond James & Associates 0.00% Reduce -4.0% 6,515 $232K
Cetera Investment Advisers 0.00% Add +1.1% 6,169 $220K
LPL Financial LLC 0.00% Reduce -19.9% 6,038 $215K
Hexagon Capital Partners LLC 0.04% Add +0.0% 5,622 $200K
Comerica Bank 0.00% Add +32.2% 2,119 $76K
Parkside Financial Bank & Trust 0.01% No change 1,859 $66K
Compagnie Lombard Odier SCmA 0.00% Reduce -47.8% 1,500 $53K
Osaic Holdings, Inc. 0.00% Add +396.6% 1,187 $42K
National Bank of Canada 0.00% No change 737 $26K
Citigroup Inc. 0.00% No change 525 $19K
Red Tortoise LLC 0.01% No change 509 $18K
Bogart Wealth, LLC 0.00% No change 279 $10K
Kimelman & Baird, LLC 0.00% — 275 $10K
Family Asset Management, LLC 0.00% Reduce -38.2% 210 $7K
Front Row Advisors LLC 0.00% No change 150 $5K
Cwm, LLC 0.00% No change 59 $2K
JPMorgan Chase & Co. 0.00% Reduce -98.4% 54 $2K
Hobbs Group Advisors, LLC 0.00% — 39 $1K
Tower Research Capital LLC (TRC) 0.00% Add +200.0% 33 $1K
Clear Point Advisors Inc. 0.00% No change 1 $36

"% 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.