iShares JP Morgan Em Local CLEMBETF

13F holders, Q3 2025 (September 30)
91holders +2
15new positions
12sold out
2famous investors
$41.19avg. 13F price*

At the end of Q3 2025, 91 institutions reported holding iShares JP Morgan Em Local C (LEMB) in their 13F filings, up 2 from Q2 2025. 15 opened new positions and 12 sold out. The largest holders were Schroder Investment Management Group ($31.5M), Bank of New York Mellon Corp ($25.6M) and Checchi Capital Advisers, LLC ($25.6M). 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions15$28.0M
Exits12$13.2M

All 13F filers, Q2 2025 → Q3 2025: 1,325,678 shares bought and 527,773 shares sold, net +797,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 91 holders

Schroder Investment Management Group 0.02% Add +3.3% 766,502 $31.5M
Bank of New York Mellon Corp 0.00% Reduce -2.2% 620,916 $25.6M
Checchi Capital Advisers, LLC 1.76% Reduce -1.2% 620,318 $25.6M
Motley Fool Wealth Management, LLC 0.78% New 278,613 $11.5M
Sterling Investment Advisors LLC 5.48% Add +332.8% 268,271 $11.1M
Foster & Motley Inc. 0.44% Add +47.9% 198,705 $8.2M
BlackRock, Inc. 0.00% Add +18.7% 193,369 $8.0M
Rwa Wealth Partners, LLC 0.08% Add +7.3% 180,491 $7.4M
Franklin Resources Inc. 0.00% New 162,576 $6.7M
Royal Bank of Canada 0.00% Add +2.5% 160,450 $6.6M
Bank of America Corp. 0.00% Add +81.9% 158,622 $6.5M
UBS Group AG 0.00% Reduce -10.2% 139,680 $5.8M
Principal Financial Group Inc. 0.00% Add +136.4% 130,000 $5.4M
Ocean Park Asset Management, LLC 0.20% New 119,900 $4.9M
Wells Fargo & Company 0.00% Add +10.3% 107,379 $4.4M
Lam Group, Inc. 2.60% Add +19.7% 101,715 $4.2M
Private Wealth Advisors, LLC 1.36% Reduce -5.2% 87,718 $3.6M
Envestnet Asset Management Inc. 0.00% Reduce -15.5% 87,116 $3.6M
Leo Wealth, LLC 0.40% Reduce -42.1% 74,052 $3.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +8.3% 66,472 $2.7M
Northern Trust Corp. 0.00% Add +30.4% 64,734 $2.7M
New Capital Management LP 0.68% Add +21.7% 63,181 $2.6M
LPL Financial LLC 0.00% Add +220.7% 61,163 $2.5M
Flow Traders U.S. LLC 0.10% Add +16.9% 58,956 $2.4M
Haven Private, LLC 0.95% Add +12.5% 52,080 $2.1M
D. E. Shaw & Co. 0.00% Reduce -36.9% 49,835 $2.1M
Obsido Oy 1.35% Add +0.6% 49,151 $2.0M
Viewpoint Investment Partners Corp. 1.06% No change 48,000 $1.9M
Morgan Stanley 0.00% Add +0.9% 43,194 $1.8M
Ameriprise Financial Inc. 0.00% Reduce -23.5% 38,850 $1.6M
RHS Financial, LLC 0.82% Add +20.5% 38,376 $1.6M
Federated Hermes, Inc. 0.00% No change 35,988 $1.5M
Nilsine Partners, LLC 0.13% Reduce -5.6% 34,648 $1.4M
Sanctuary Advisors, LLC 0.01% Reduce -31.8% 34,420 $1.4M
Endowment Wealth Management, Inc. 0.61% Add +22.4% 32,844 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.8% 31,921 $1.3M
Pictet North America Advisors SA 0.12% Add +46.2% 30,782 $1.3M
Oppenheimer & Co. Inc. 0.01% New 29,885 $1.2M
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 27,386 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% New 25,765 $1.1M
Oak Family Advisors, LLC 0.32% New 24,200 $997K
Union Bancaire Privee, UBP SA 0.01% Add +17.4% 24,113 $991K
Strategic Financial Planning, Inc. 0.54% Reduce -0.9% 22,796 $939K
FMR LLC 0.00% Add +11.8% 21,894 $902K
Walkner Condon Financial Advisors LLC 0.12% Add +3.4% 18,254 $752K
Whitcomb & Hess, Inc. 0.16% Reduce -2.8% 15,014 $619K
D.A. Davidson & Co. 0.00% Add +7.0% 14,385 $593K
Client First Investment Management LLC 0.29% New 13,628 $562K
Barclays PLC 0.00% New 13,350 $550K
Truist Financial Corp. 0.00% No change 12,664 $522K
Raymond James Financial Inc. 0.00% Add +54.5% 11,803 $486K
Comprehensive Money Management Services LLC 0.34% No change 11,575 $477K
NewEdge Advisors, LLC 0.00% Reduce -56.9% 10,961 $452K
Bank of Montreal 0.00% Reduce -11.2% 10,931 $450K
Vicus Capital 0.03% Reduce -27.6% 10,443 $430K
Pathstone Holdings, LLC 0.00% No change 10,137 $418K
Fisher Asset Management 0.00% No change 9,872 $407K
Tanager Wealth Management LLP 0.04% Reduce -33.3% 8,253 $340K
Chesley Taft & Associates LLC 0.01% Add +36.0% 7,930 $327K
Scotia Capital Inc. 0.00% Reduce -0.4% 7,866 $324K
M&T Bank Corp 0.00% Add +8.2% 7,484 $308K
Leavell Investment Management, Inc. 0.01% Add +1.3% 7,232 $298K
Cetera Investment Advisers 0.00% Reduce -13.7% 7,230 $298K
Rosenberg Matthew Hamilton 0.06% Add +2.4% 6,572 $271K
Modera Wealth Management, LLC 0.00% No change 6,520 $269K
NorthRock Partners, LLC 0.00% New 6,126 $252K
Trivium Point Advisory, LLC 0.03% No change 6,100 $251K
Insight Advisors, LLC/ PA 0.04% Add +0.5% 6,010 $248K
Tortoise Investment Management, LLC 0.02% No change 5,750 $237K
Simplicity Wealth,LLC 0.01% No change 5,550 $229K
City National Bank of Florida 0.15% No change 5,550 $229K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -44.6% 5,299 $218K
Osaic Holdings, Inc. 0.00% Add +287.5% 5,134 $210K
Comerica Bank 0.00% Add +3.4% 4,047 $167K
EverSource Wealth Advisors, LLC 0.00% New 2,804 $116K
Compagnie Lombard Odier SCmA 0.00% No change 1,500 $62K
National Bank of Canada 0.00% New 1,084 $45K
CoreCap Advisors, LLC 0.00% Reduce -0.9% 902 $37K
Principal Securities, Inc. 0.00% No change 869 $36K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.9% 812 $33K
Rockefeller Capital Management L.P. 0.00% New 655 $27K
Red Tortoise LLC 0.01% No change 509 $21K
AE Wealth Management LLC 0.00% New 329 $14K
Bogart Wealth, LLC 0.00% No change 269 $11K
Front Row Advisors LLC 0.00% No change 150 $6K
Citigroup Inc. 0.00% Reduce -57.0% 141 $6K
SBI Securities Co., Ltd. 0.00% Reduce -0.9% 106 $4K
Cwm, LLC 0.00% No change 57 $2K
Tower Research Capital LLC (TRC) 0.00% New 34 $1K
Hantz Financial Services, Inc. 0.00% No change 17 $1K
CIBC Private Wealth Group LLC 0.00% New 15 $618

"% 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.