iShares JP Morgan Em Local CLEMBETF
13F holders, Q3 2024 (September 30)78holders −1
7new positions
8sold out
2famous investors
$38.47avg. 13F price*
At the end of Q3 2024, 78 institutions reported holding iShares JP Morgan Em Local C (LEMB) in their 13F filings, down 1 from Q2 2024. 7 opened new positions and 8 sold out. The largest holders were Schroder Investment Management Group ($52.8M), Bank of New York Mellon Corp ($28.8M) and Checchi Capital Advisers, LLC ($23.6M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $21.8M |
| Exits | 8 | $26.9M |
All 13F filers, Q2 2024 → Q3 2024: 1,269,244 shares bought and 1,335,836 shares sold, net −66,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Schroder Investment Management Group | 0.05% | Add +69.7% | 1,367,012 | $52.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.8% | 748,645 | $28.8M |
| Checchi Capital Advisers, LLC | 1.76% | Add +0.3% | 613,121 | $23.6M |
| Sei Investments Co. | 0.03% | New | 527,512 | $20.3M |
| Bank of America Corp. | 0.00% | Reduce -8.2% | 278,476 | $10.7M |
| FIL Ltd | 0.01% | Reduce -17.1% | 276,006 | $10.6M |
| BlackRock, Inc. | 0.00% | — | 258,291 | $9.9M |
| Sterling Investment Advisors LLC | 5.58% | Add +2.6% | 257,813 | $9.9M |
| Financial Strategies Group, Inc. | 2.12% | Add +1.2% | 239,574 | $9.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.08% | Reduce -10.6% | 217,274 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.4% | 169,703 | $6.5M |
| Rehmann Capital Advisory Group | 0.42% | Add +15.1% | 167,590 | $6.4M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 155,017 | $6.0M |
| Leo Wealth, LLC | 0.36% | Add +5.5% | 103,455 | $4.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.6% | 99,163 | $3.8M |
| Morgan Stanley | 0.00% | Reduce -5.1% | 92,212 | $3.5M |
| Private Wealth Advisors, LLC | 1.34% | Reduce -0.1% | 85,931 | $3.3M |
| Blue Edge Capital, LLC | 0.49% | Reduce -1.9% | 82,220 | $3.2M |
| Wells Fargo & Company | 0.00% | Add +22.0% | 78,363 | $3.0M |
| Lam Group, Inc. | 1.62% | Add +111.3% | 59,585 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Add +65.3% | 51,972 | $2.0M |
| UBS Group AG | 0.00% | Reduce -4.2% | 50,476 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -27.3% | 46,887 | $1.7M |
| Viewpoint Investment Partners Corp. | 1.32% | Add +37.7% | 42,700 | $1.6M |
| Nilsine Partners, LLC | 0.18% | Add +1.8% | 37,123 | $1.4M |
| Bulltick Wealth Management, LLC | 0.29% | No change | 30,849 | $1.2M |
| RHS Financial, LLC | 0.58% | Add +24.9% | 29,940 | $1.2M |
| Tanager Wealth Management LLP | 0.15% | Reduce -2.9% | 29,857 | $1.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -6.1% | 23,102 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -79.2% | 27,039 | $1.0M |
| Pictet North America Advisors SA | 0.10% | Add +1.8% | 27,014 | $1.0M |
| Walkner Condon Financial Advisors LLC | 0.20% | Add +2.4% | 25,795 | $992K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 25,525 | $982K |
| Strategic Financial Planning, Inc. | 0.61% | Add +1.0% | 24,178 | $930K |
| Truist Financial Corp. | 0.00% | Add +26.8% | 22,909 | $881K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +45.7% | 21,978 | $845K |
| D. E. Shaw & Co. | 0.00% | New | 17,000 | $654K |
| Endowment Wealth Management, Inc. | 0.43% | Add +6.9% | 16,922 | $651K |
| Savant Capital, LLC | 0.01% | Reduce -17.2% | 16,000 | $615K |
| FMR LLC | 0.00% | Add +5.1% | 15,004 | $577K |
| Whitcomb & Hess, Inc. | 0.13% | Reduce -0.2% | 11,491 | $442K |
| Rosenberg Matthew Hamilton | 0.11% | Reduce -1.5% | 11,268 | $433K |
| Fisher Asset Management | 0.00% | Add +1.3% | 9,998 | $385K |
| D.A. Davidson & Co. | 0.00% | No change | 9,455 | $364K |
| M&T Bank Corp | 0.00% | New | 9,315 | $358K |
| NewEdge Advisors, LLC | 0.00% | New | 9,214 | $354K |
| Tortoise Investment Management, LLC | 0.03% | No change | 8,250 | $317K |
| Insight Advisors, LLC/ PA | 0.05% | Add +3.0% | 8,075 | $311K |
| Baird Financial Group, Inc. | 0.00% | Add +8.2% | 8,003 | $308K |
| Leavell Investment Management, Inc. | 0.01% | Add +3.5% | 7,037 | $271K |
| Foster & Motley Inc. | 0.02% | Reduce -28.8% | 6,938 | $267K |
| Raymond James & Associates | 0.00% | Add +0.3% | 6,537 | $251K |
| Modera Wealth Management, LLC | 0.00% | No change | 6,520 | $251K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -32.0% | 6,216 | $239K |
| Cetera Investment Advisers | 0.00% | Reduce -5.7% | 5,818 | $224K |
| Hexagon Capital Partners LLC | 0.04% | Reduce -0.0% | 5,621 | $216K |
| Life Planning Partners, Inc | 0.19% | Reduce -23.3% | 5,578 | $215K |
| Simplicity Wealth,LLC | 0.02% | Reduce -85.0% | 5,550 | $213K |
| LPL Financial LLC | 0.00% | Reduce -8.2% | 5,541 | $213K |
| HSBC Holdings PLC | 0.00% | Reduce -50.2% | 5,456 | $210K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -49.2% | 3,692 | $142K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 2,548 | $98K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,859 | $71K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,500 | $58K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 1,141 | $44K |
| CoreCap Advisors, LLC | 0.00% | New | 1,052 | $40K |
| Principal Securities, Inc. | 0.00% | Reduce -99.1% | 851 | $33K |
| Comerica Bank | 0.00% | Reduce -62.1% | 804 | $31K |
| Red Tortoise LLC | 0.01% | No change | 509 | $20K |
| Citigroup Inc. | 0.00% | Reduce -3.8% | 505 | $19K |
| Kimelman & Baird, LLC | 0.00% | No change | 275 | $11K |
| Bogart Wealth, LLC | 0.00% | Reduce -3.6% | 269 | $10K |
| Family Asset Management, LLC | 0.00% | Reduce -5.2% | 199 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $6K |
| Reston Wealth Management LLC | 0.00% | New | 87 | $3K |
| Cwm, LLC | 0.00% | Reduce -3.4% | 57 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -81.5% | 10 | $385 |
| Clear Point Advisors Inc. | 0.00% | No change | 1 | $39 |
"% 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.