iShares JP Morgan Em Local CLEMBETF

13F holders, Q1 2025 (March 31)
84holders +4
10new positions
6sold out
3famous investors
$37.44avg. 13F price*

At the end of Q1 2025, 84 institutions reported holding iShares JP Morgan Em Local C (LEMB) in their 13F filings, up 4 from Q4 2024. 10 opened new positions and 6 sold out. The largest holders were Schroder Investment Management Group ($27.7M), Bank of New York Mellon Corp ($25.3M) and Checchi Capital Advisers, LLC ($24.1M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors'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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions10$2.2M
Exits6$8.8M

All 13F filers, Q4 2024 → Q1 2025: 398,646 shares bought and 1,010,873 shares sold, net −612,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

Schroder Investment Management Group 0.03% Add +0.7% 742,010 $27.7M
Bank of New York Mellon Corp 0.01% Reduce -4.7% 675,127 $25.3M
Checchi Capital Advisers, LLC 1.71% Add +3.6% 643,878 $24.1M
Envestnet Asset Management Inc. 0.00% Add +69.7% 274,746 $10.3M
Sterling Investment Advisors LLC 5.67% Add +3.7% 268,700 $10.1M
BlackRock, Inc. 0.00% Reduce -0.6% 176,692 $6.6M
UBS Group AG 0.00% Add +8.3% 164,025 $6.1M
Rehmann Capital Advisory Group 0.36% Reduce -3.3% 154,742 $5.8M
Royal Bank of Canada 0.00% Reduce -14.6% 126,534 $4.7M
Bank of America Corp. 0.00% Reduce -5.8% 123,129 $4.6M
CANADA LIFE ASSURANCE Co 0.01% Add +2.8% 94,532 $3.5M
Private Wealth Advisors, LLC 1.44% Add +1.2% 91,782 $3.4M
Wells Fargo & Company 0.00% Add +3.0% 90,842 $3.4M
Blue Edge Capital, LLC 0.43% Reduce -7.8% 72,199 $2.7M
Foster & Motley Inc. 0.15% Add +27.4% 63,647 $2.4M
Leo Wealth, LLC 0.33% Reduce -38.5% 61,706 $2.3M
Viewpoint Investment Partners Corp. 1.20% Add +302.0% 59,100 $2.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% No change 57,781 $2.2M
Lam Group, Inc. 1.51% Add +27.4% 54,625 $2.0M
Obsido Oy 1.61% Add +1.9% 50,040 $1.9M
Rwa Wealth Partners, LLC 0.02% Add +93.2% 49,303 $1.8M
Morgan Stanley 0.00% Reduce -51.7% 48,247 $1.8M
Sanctuary Advisors, LLC 0.01% Add +0.5% 47,309 $1.8M
Susquehanna International Group, LLP 0.00% Add +97.7% 41,637 $1.6M
Ameriprise Financial Inc. 0.00% Add +46.1% 37,664 $1.4M
Nilsine Partners, LLC 0.15% Reduce -0.1% 36,393 $1.4M
Bulltick Wealth Management, LLC 0.32% Add +2.8% 32,495 $1.2M
Jane Street Group, LLC 0.00% Reduce -91.4% 31,903 $1.2M
RHS Financial, LLC 0.65% Add +8.8% 30,831 $1.2M
Raymond James Financial Inc. 0.00% Add +339.2% 30,139 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +10.4% 27,386 $1.0M
Pictet North America Advisors SA 0.10% Reduce -20.7% 25,853 $968K
NewEdge Advisors, LLC 0.01% Add +3.9% 25,761 $965K
Endowment Wealth Management, Inc. 0.59% Add +18.0% 24,563 $920K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.1% 24,369 $913K
Strategic Financial Planning, Inc. 0.60% Reduce -2.7% 23,147 $867K
Bank of Montreal 0.00% Add +19.4% 20,460 $766K
Walkner Condon Financial Advisors LLC 0.13% Reduce -2.5% 17,056 $639K
Union Bancaire Privee, UBP SA 0.01% Reduce -19.1% 16,903 $631K
Truist Financial Corp. 0.00% Add +3.1% 16,723 $626K
Whitcomb & Hess, Inc. 0.18% Add +2.4% 15,725 $589K
Tanager Wealth Management LLP 0.08% Reduce -26.6% 15,424 $578K
D. E. Shaw & Co. 0.00% New 15,125 $567K
LPL Financial LLC 0.00% New 14,750 $553K
D.A. Davidson & Co. 0.00% Add +25.2% 12,723 $477K
Comprehensive Money Management Services LLC 0.36% Reduce -0.8% 11,810 $442K
FMR LLC 0.00% Add +20.8% 11,502 $431K
Savant Capital, LLC 0.00% Reduce -16.7% 11,405 $427K
Fisher Asset Management 0.00% No change 9,872 $370K
Rosenberg Matthew Hamilton 0.09% Reduce -13.8% 9,114 $341K
Citadel Advisors 0.00% New 8,316 $312K
Cetera Investment Advisers 0.00% New 7,844 $294K
Two Sigma Securities, LLC 0.04% Add +5.8% 7,332 $275K
Leavell Investment Management, Inc. 0.01% Add +0.2% 7,053 $264K
Comerica Bank 0.00% Add +2.7% 7,017 $263K
Goldman Sachs Group Inc. 0.00% Reduce -1.6% 6,944 $260K
Modera Wealth Management, LLC 0.00% No change 6,520 $244K
Insight Advisors, LLC/ PA 0.04% Reduce -22.4% 6,450 $242K
Trivium Point Advisory, LLC 0.03% New 6,100 $229K
Tortoise Investment Management, LLC 0.02% No change 5,750 $215K
MML Investors Services, LLC 0.00% New 5,732 $215K
City National Bank of Florida 0.19% No change 5,550 $208K
Simplicity Wealth,LLC 0.02% No change 5,550 $208K
Financial Strategies Group, Inc. 0.05% Reduce -97.7% 5,504 $207K
Hexagon Capital Partners LLC 0.04% Reduce -0.1% 5,346 $200K
Osaic Holdings, Inc. 0.00% Add +88.3% 2,181 $82K
Parkside Financial Bank & Trust 0.01% No change 1,859 $70K
Compagnie Lombard Odier SCmA 0.00% No change 1,500 $56K
CoreCap Advisors, LLC 0.00% Reduce -11.3% 914 $34K
Steward Partners Investment Advisory, LLC 0.00% Reduce -64.7% 872 $33K
Principal Securities, Inc. 0.00% No change 851 $31K
Red Tortoise LLC 0.01% No change 509 $19K
Citigroup Inc. 0.00% Reduce -37.2% 328 $12K
First Horizon Advisors, Inc. 0.00% New 297 $11K
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 $6K
Ameriflex Group, Inc. 0.00% No change 133 $5K
PNC Financial Services Group, Inc. 0.00% New 132 $5K
SBI Securities Co., Ltd. 0.00% Add +13.8% 124 $5K
Tower Research Capital LLC (TRC) 0.00% Add +22.2% 66 $2K
Cwm, LLC 0.00% Reduce -39.4% 57 $2K
Hantz Financial Services, Inc. 0.00% New 17 $1K
Arax Advisory Partners 0.00% New 13 $487

"% 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.