iShares JP Morgan Em Local CLEMBETF
13F holders, Q4 2024 (December 31)80holders +2
8new positions
12sold out
1famous investor
$36.13avg. 13F price*
At the end of Q4 2024, 80 institutions reported holding iShares JP Morgan Em Local C (LEMB) in their 13F filings, up 2 from Q3 2024. 8 opened new positions and 12 sold out. The largest holders were Schroder Investment Management Group ($26.7M), Bank of New York Mellon Corp ($25.6M) and Checchi Capital Advisers, LLC ($22.4M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $20.9M |
| Exits | 12 | $33.2M |
All 13F filers, Q3 2024 → Q4 2024: 799,701 shares bought and 2,078,028 shares sold, net −1,278,327 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Schroder Investment Management Group | 0.03% | Reduce -46.1% | 736,987 | $26.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.4% | 708,318 | $25.6M |
| Checchi Capital Advisers, LLC | 1.68% | Add +1.4% | 621,425 | $22.4M |
| Jane Street Group, LLC | 0.02% | New | 370,258 | $13.4M |
| Sterling Investment Advisors LLC | 5.46% | Add +0.5% | 259,118 | $9.4M |
| Financial Strategies Group, Inc. | 2.08% | Add +1.3% | 242,567 | $8.7M |
| BlackRock, Inc. | 0.00% | Reduce -31.1% | 177,833 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.6% | 161,935 | $5.8M |
| Rehmann Capital Advisory Group | 0.37% | Reduce -4.5% | 160,029 | $5.8M |
| UBS Group AG | 0.00% | Add +200.0% | 151,444 | $5.5M |
| Royal Bank of Canada | 0.00% | Reduce -4.4% | 148,154 | $5.3M |
| Bank of America Corp. | 0.00% | Reduce -53.1% | 130,637 | $4.7M |
| Principal Financial Group Inc. | 0.00% | New | 130,000 | $4.7M |
| Leo Wealth, LLC | 0.32% | Reduce -3.1% | 100,252 | $3.6M |
| Morgan Stanley | 0.00% | Add +8.4% | 99,972 | $3.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.2% | 91,986 | $3.3M |
| Private Wealth Advisors, LLC | 1.43% | Add +5.5% | 90,700 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +12.5% | 88,179 | $3.2M |
| Blue Edge Capital, LLC | 0.44% | Reduce -4.8% | 78,300 | $2.8M |
| Haven Private, LLC | 1.31% | — | 65,095 | $2.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -73.4% | 57,781 | $2.1M |
| Foster & Motley Inc. | 0.12% | Add +620.0% | 49,952 | $1.8M |
| Obsido Oy | 1.59% | — | 49,089 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.4% | 47,077 | $1.7M |
| Lam Group, Inc. | 1.10% | Reduce -28.0% | 42,890 | $1.5M |
| Vicus Capital | 0.12% | New | 37,337 | $1.3M |
| Nilsine Partners, LLC | 0.14% | Reduce -1.9% | 36,437 | $1.3M |
| Pictet North America Advisors SA | 0.11% | Add +20.6% | 32,592 | $1.2M |
| Bulltick Wealth Management, LLC | 0.27% | Add +2.5% | 31,615 | $1.1M |
| RHS Financial, LLC | 0.53% | Reduce -5.3% | 28,337 | $1.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.4% | 24,816 | $988K |
| Ameriprise Financial Inc. | 0.00% | Reduce -50.4% | 25,778 | $930K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 25,525 | $921K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.3% | 24,905 | $899K |
| NewEdge Advisors, LLC | 0.01% | Add +169.2% | 24,801 | $895K |
| Strategic Financial Planning, Inc. | 0.59% | Reduce -1.6% | 23,799 | $859K |
| Susquehanna International Group, LLP | 0.00% | New | 21,057 | $760K |
| Tanager Wealth Management LLP | 0.10% | Reduce -29.6% | 21,028 | $759K |
| Union Bancaire Privee, UBP SA | 0.01% | — | 20,903 | $757K |
| Endowment Wealth Management, Inc. | 0.50% | Add +23.0% | 20,817 | $751K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -32.1% | 17,502 | $632K |
| Bank of Montreal | 0.00% | Reduce -36.6% | 17,128 | $618K |
| Truist Financial Corp. | 0.00% | Reduce -29.2% | 16,218 | $585K |
| Whitcomb & Hess, Inc. | 0.17% | Add +33.7% | 15,361 | $554K |
| Viewpoint Investment Partners Corp. | 0.69% | Reduce -65.6% | 14,700 | $531K |
| Savant Capital, LLC | 0.00% | Reduce -14.4% | 13,698 | $494K |
| Comprehensive Money Management Services LLC | 0.35% | — | 11,910 | $430K |
| Rosenberg Matthew Hamilton | 0.10% | Reduce -6.1% | 10,579 | $382K |
| D.A. Davidson & Co. | 0.00% | Add +7.5% | 10,164 | $367K |
| Fisher Asset Management | 0.00% | Reduce -1.3% | 9,872 | $356K |
| FMR LLC | 0.00% | Reduce -36.5% | 9,522 | $344K |
| Insight Advisors, LLC/ PA | 0.05% | Add +2.9% | 8,308 | $301K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,053 | $255K |
| Leavell Investment Management, Inc. | 0.01% | No change | 7,037 | $254K |
| Two Sigma Securities, LLC | 0.05% | New | 6,928 | $250K |
| Raymond James Financial Inc. | 0.00% | — | 6,862 | $248K |
| Comerica Bank | 0.00% | Add +749.8% | 6,832 | $247K |
| Modera Wealth Management, LLC | 0.00% | No change | 6,520 | $235K |
| Private Advisor Group, LLC | 0.00% | New | 6,517 | $235K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -30.3% | 5,750 | $208K |
| Life Planning Partners, Inc | 0.19% | No change | 5,578 | $201K |
| City National Bank of Florida | 0.18% | — | 5,550 | $200K |
| Simplicity Wealth,LLC | 0.04% | No change | 5,550 | $200K |
| Hexagon Capital Partners LLC | 0.04% | Reduce -4.8% | 5,351 | $193K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.0% | 2,473 | $89K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,859 | $67K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,500 | $54K |
| Osaic Holdings, Inc. | 0.00% | Add +1.5% | 1,158 | $42K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.1% | 1,030 | $37K |
| Principal Securities, Inc. | 0.00% | No change | 851 | $31K |
| Citigroup Inc. | 0.00% | Add +3.4% | 522 | $19K |
| Red Tortoise LLC | 0.01% | No change | 509 | $18K |
| Kimelman & Baird, LLC | 0.00% | No change | 275 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 269 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $5K |
| Ameriflex Group, Inc. | 0.00% | — | 133 | $5K |
| SBI Securities Co., Ltd. | 0.00% | — | 109 | $4K |
| Cwm, LLC | 0.00% | Add +64.9% | 94 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 54 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 10 | $361 |
"% 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.