iShares JP Morgan Em Local CLEMBETF

13F holders, Q2 2025 (June 30)
89holders +5
16new positions
12sold out
3famous investors
$42.11avg. 13F price*

At the end of Q2 2025, 89 institutions reported holding iShares JP Morgan Em Local C (LEMB) in their 13F filings, up 5 from Q1 2025. 16 opened new positions and 12 sold out. The largest holders were Schroder Investment Management Group ($30.0M), Bank of New York Mellon Corp ($25.6M) and Checchi Capital Advisers, LLC ($25.4M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions16$14.1M
Exits12$14.3M

All 13F filers, Q1 2025 → Q2 2025: 785,891 shares bought and 951,452 shares sold, net −165,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 89 holders

Schroder Investment Management Group 0.03% No change 742,010 $30.0M
Bank of New York Mellon Corp 0.00% Reduce -6.0% 634,879 $25.6M
Checchi Capital Advisers, LLC 1.77% Reduce -2.5% 628,039 $25.4M
Sterling Investment Advisors LLC 5.74% Reduce -76.9% 61,991 $11.0M
Maseco LLP 0.35% — 227,727 $9.2M
Rwa Wealth Partners, LLC 0.09% Add +241.2% 168,196 $6.8M
BlackRock, Inc. 0.00% Reduce -7.8% 162,883 $6.6M
Royal Bank of Canada 0.00% Add +23.8% 156,620 $6.3M
UBS Group AG 0.00% Reduce -5.2% 155,549 $6.3M
Foster & Motley Inc. 0.31% Add +111.1% 134,376 $5.4M
Leo Wealth, LLC 0.40% Add +107.4% 127,951 $5.2M
Envestnet Asset Management Inc. 0.00% Reduce -62.5% 103,095 $4.2M
Wells Fargo & Company 0.00% Add +7.1% 97,332 $3.9M
Private Wealth Advisors, LLC 1.47% Add +0.8% 92,538 $3.7M
Bank of America Corp. 0.00% Reduce -29.2% 87,221 $3.5M
Lam Group, Inc. 2.29% Add +55.6% 84,995 $3.4M
D. E. Shaw & Co. 0.00% Add +421.9% 78,935 $3.2M
Blue Edge Capital, LLC 0.44% Add +2.4% 73,929 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +6.3% 61,400 $2.5M
Principal Financial Group Inc. 0.00% New 55,000 $2.2M
New Capital Management LP 0.59% New 51,915 $2.1M
Ameriprise Financial Inc. 0.00% Add +34.8% 50,779 $2.1M
Sanctuary Advisors, LLC 0.01% Add +6.8% 50,501 $2.0M
Flow Traders U.S. LLC 0.08% New 50,422 $2.0M
Northern Trust Corp. 0.00% New 49,658 $2.0M
Obsido Oy 1.50% Reduce -2.3% 48,872 $2.0M
Viewpoint Investment Partners Corp. 1.06% Reduce -18.8% 48,000 $1.9M
Haven Private, LLC 0.83% New 46,297 $1.9M
Morgan Stanley 0.00% Reduce -11.3% 42,786 $1.7M
Nilsine Partners, LLC 0.15% Add +0.8% 36,688 $1.5M
Federated Hermes, Inc. 0.00% New 35,988 $1.5M
RHS Financial, LLC 0.73% Add +3.3% 31,844 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +20.4% 29,328 $1.2M
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 27,386 $1.1M
Endowment Wealth Management, Inc. 0.56% Add +9.3% 26,835 $1.1M
NewEdge Advisors, LLC 0.01% Reduce -1.2% 25,444 $1.0M
Strategic Financial Planning, Inc. 0.58% Reduce -0.7% 22,993 $928K
Pictet North America Advisors SA 0.09% Reduce -18.6% 21,056 $850K
Union Bancaire Privee, UBP SA 0.01% Add +21.5% 20,538 $825K
FMR LLC 0.00% Add +70.3% 19,590 $791K
LPL Financial LLC 0.00% Add +29.3% 19,070 $770K
Walkner Condon Financial Advisors LLC 0.13% Add +3.5% 17,653 $712K
Whitcomb & Hess, Inc. 0.18% Reduce -1.8% 15,439 $624K
Vicus Capital 0.05% New 14,426 $583K
D.A. Davidson & Co. 0.00% Add +5.7% 13,447 $543K
Truist Financial Corp. 0.00% Reduce -24.3% 12,664 $511K
Tanager Wealth Management LLP 0.06% Reduce -19.8% 12,368 $500K
Bank of Montreal 0.00% Reduce -39.8% 12,310 $497K
Comprehensive Money Management Services LLC 0.35% Reduce -2.0% 11,575 $468K
Pathstone Holdings, LLC 0.00% New 10,137 $409K
Fisher Asset Management 0.00% No change 9,872 $399K
Cambridge Investment Research Advisors, Inc. 0.00% New 9,566 $386K
Cetera Investment Advisers 0.00% Add +6.7% 8,373 $338K
Scotia Capital Inc. 0.00% New 7,898 $319K
Raymond James Financial Inc. 0.00% Reduce -74.7% 7,639 $309K
Leavell Investment Management, Inc. 0.01% Add +1.2% 7,137 $288K
M&T Bank Corp 0.00% New 6,919 $279K
Modera Wealth Management, LLC 0.00% No change 6,520 $263K
Rosenberg Matthew Hamilton 0.06% Reduce -29.6% 6,418 $259K
Citadel Advisors 0.00% Reduce -26.3% 6,128 $248K
Savant Capital, LLC 0.00% Reduce -46.3% 6,120 $247K
Trivium Point Advisory, LLC 0.03% No change 6,100 $246K
Insight Advisors, LLC/ PA 0.04% Reduce -7.2% 5,983 $242K
Chesley Taft & Associates LLC 0.01% New 5,830 $235K
Tortoise Investment Management, LLC 0.02% No change 5,750 $232K
City National Bank of Florida 0.16% No change 5,550 $224K
Simplicity Wealth,LLC 0.01% No change 5,550 $224K
MML Investors Services, LLC 0.00% Reduce -4.0% 5,502 $222K
Vance Wealth, LLC 0.07% New 5,152 $208K
Comerica Bank 0.00% Reduce -44.2% 3,916 $158K
Compagnie Lombard Odier SCmA 0.00% No change 1,500 $61K
Osaic Holdings, Inc. 0.00% Reduce -39.3% 1,325 $54K
Ameritas Advisory Services, LLC 0.00% New 1,028 $42K
CoreCap Advisors, LLC 0.00% Reduce -0.4% 910 $37K
Steward Partners Investment Advisory, LLC 0.00% No change 872 $35K
Principal Securities, Inc. 0.00% Add +2.1% 869 $35K
Red Tortoise LLC 0.01% No change 509 $21K
Citigroup Inc. 0.00% No change 328 $13K
Kimelman & Baird, LLC 0.00% No change 275 $11K
Bogart Wealth, LLC 0.00% No change 269 $11K
Front Row Advisors LLC 0.00% No change 150 $6K
PNC Financial Services Group, Inc. 0.00% Add +9.8% 145 $6K
SBI Securities Co., Ltd. 0.00% Reduce -13.7% 107 $4K
First Horizon Advisors, Inc. 0.00% Reduce -64.7% 105 $4K
Transce3nd, LLC 0.00% New 72 $3K
Cwm, LLC 0.00% No change 57 $2K
Hantz Financial Services, Inc. 0.00% No change 17 $1K
Arax Advisory Partners 0.00% No change 13 $526
Kilter Group LLC 0.00% New 1 $59

"% 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.