iShares JP Morgan Em Local CLEMBETF

13F holders, Q4 2025 (December 31)
109holders +18
24new positions
9sold out
2famous investors
$41.57avg. 13F price*

At the end of Q4 2025, 109 institutions reported holding iShares JP Morgan Em Local C (LEMB) in their 13F filings, up 18 from Q3 2025. 24 opened new positions and 9 sold out. The largest holders were BlackRock, Inc. ($140.1M), Schroder Investment Management Group ($33.0M) and Bank of New York Mellon Corp ($27.2M). 2 famous investors held it, including 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions24$39.4M
Exits9$7.0M

All 13F filers, Q3 2025 → Q4 2025: 5,094,319 shares bought and 290,365 shares sold, net +4,803,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 109 holders

BlackRock, Inc. 0.00% Add +1643.0% 3,370,325 $140.1M
Schroder Investment Management Group 0.03% Add +3.6% 794,356 $33.0M
Bank of New York Mellon Corp 0.00% Add +5.5% 655,344 $27.2M
Checchi Capital Advisers, LLC 1.74% Reduce -0.6% 616,576 $25.6M
Partners Capital Investment Group, LLP 0.60% New 385,814 $16.0M
Envestnet Asset Management Inc. 0.00% Add +218.3% 277,312 $11.5M
LPL Financial LLC 0.00% Add +352.3% 276,625 $11.5M
Sterling Investment Advisors LLC 5.53% Add +2.4% 274,614 $11.4M
Motley Fool Wealth Management, LLC 0.79% Reduce -11.9% 245,517 $10.2M
Calamos Advisors LLC 0.06% New 230,390 $9.6M
Foster & Motley Inc. 0.49% Add +12.0% 222,468 $9.2M
Principal Financial Group Inc. 0.00% Add +69.2% 220,000 $9.1M
Rwa Wealth Partners, LLC 0.08% Add +1.4% 182,979 $7.6M
Bank of America Corp. 0.00% Add +14.8% 182,182 $7.6M
Royal Bank of Canada 0.00% Add +11.8% 179,357 $7.5M
Franklin Resources Inc. 0.00% No change 162,576 $6.8M
UBS Group AG 0.00% Reduce -0.4% 139,079 $5.8M
Leo Wealth, LLC 0.41% Add +85.8% 137,572 $5.7M
Wells Fargo & Company 0.00% Add +25.4% 134,616 $5.6M
Maseco LLP 0.23% New 125,024 $5.2M
Lam Group, Inc. 2.91% Add +20.1% 122,170 $5.1M
Ocean Park Asset Management, LLC 0.23% No change 119,900 $5.0M
Lifetime Wealth Management P.C. 3.05% — 115,191 $4.8M
Private Wealth Advisors, LLC 1.43% Add +8.9% 95,534 $4.0M
Northern Trust Corp. 0.00% Add +39.6% 90,348 $3.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +22.1% 81,195 $3.4M
Morgan Stanley 0.00% Add +80.8% 78,073 $3.2M
New Capital Management LP 0.66% Add +0.3% 63,383 $2.6M
Sanctuary Advisors, LLC 0.01% Add +76.7% 60,817 $2.5M
MML Investors Services, LLC 0.01% New 59,560 $2.5M
Haven Private, LLC 1.03% Add +8.6% 56,552 $2.4M
Obsido Oy 1.31% Add +4.0% 51,112 $2.1M
Liberty Atlantic Advisors LLC 1.82% — 44,624 $1.9M
Viewpoint Investment Partners Corp. 0.82% Reduce -13.3% 41,600 $1.7M
Cetera Investment Advisers 0.00% Add +399.6% 36,118 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +10.7% 35,349 $1.5M
Nilsine Partners, LLC 0.13% Add +2.1% 35,383 $1.5M
Pictet North America Advisors SA 0.12% Reduce -0.4% 30,672 $1.3M
Oppenheimer & Co. Inc. 0.02% Add +2.5% 30,637 $1.3M
Ameriprise Financial Inc. 0.00% Reduce -22.8% 30,001 $1.2M
RHS Financial, LLC 0.59% Reduce -23.7% 29,272 $1.2M
Kitching Partners, LLC 1.07% New 28,203 $1.2M
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 27,386 $1.1M
Vicus Capital 0.08% Add +152.3% 26,344 $1.1M
Client First Investment Management LLC 0.57% Add +92.4% 26,223 $1.1M
Raymond James Financial Inc. 0.00% Add +117.8% 25,711 $1.1M
FMR LLC 0.00% Add +15.6% 25,308 $1.1M
Union Bancaire Privee, UBP SA 0.01% Add +1.0% 24,352 $1.0M
Strategic Financial Planning, Inc. 0.55% Add +2.3% 23,308 $967K
Oak Family Advisors, LLC 0.29% Reduce -6.2% 22,701 $944K
BNP Paribas Financial Markets 0.00% New 19,630 $816K
Walkner Condon Financial Advisors LLC 0.11% Add +6.0% 19,350 $804K
Citadel Advisors 0.00% New 19,079 $793K
JPMorgan Chase & Co. 0.00% New 17,203 $715K
Whitcomb & Hess, Inc. 0.15% Add +0.5% 15,094 $630K
Bank of Montreal 0.00% Add +36.5% 14,923 $620K
D.A. Davidson & Co. 0.00% Add +0.5% 14,450 $601K
Comprehensive Money Management Services LLC 0.33% No change 11,575 $481K
M&T Bank Corp 0.00% Add +54.1% 11,530 $479K
NewEdge Advisors, LLC 0.00% Add +1.6% 11,136 $463K
Chesley Taft & Associates LLC 0.02% Add +32.0% 10,470 $435K
Fisher Asset Management 0.00% Add +3.9% 10,254 $426K
Park Avenue Securities LLC 0.00% New 10,030 $417K
Pathstone Holdings, LLC 0.00% Reduce -2.1% 9,927 $413K
WBH Advisory Inc. 0.03% New 9,382 $390K
Federated Hermes, Inc. 0.00% Reduce -75.1% 8,953 $372K
Guidance Capital, Inc. 0.09% New 8,700 $367K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 8,729 $363K
Compound Planning, Inc. 0.01% New 8,370 $348K
EverSource Wealth Advisors, LLC 0.01% Add +172.1% 7,629 $317K
Scotia Capital Inc. 0.00% Reduce -3.2% 7,612 $316K
Leavell Investment Management, Inc. 0.01% Add +4.1% 7,526 $313K
Rosenberg Matthew Hamilton 0.06% Add +5.9% 6,959 $289K
Modera Wealth Management, LLC 0.00% No change 6,520 $271K
Trivium Point Advisory, LLC 0.03% No change 6,100 $254K
Insight Advisors, LLC/ PA 0.04% Add +1.0% 6,070 $252K
Osaic Holdings, Inc. 0.00% Add +14.2% 5,863 $244K
Tortoise Investment Management, LLC 0.02% No change 5,750 $239K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.3% 5,684 $236K
Truist Financial Corp. 0.00% Reduce -56.7% 5,486 $228K
HRT Financial LP 0.00% New 5,160 $214K
City National Bank of Florida 0.14% Reduce -8.3% 5,089 $212K
NorthRock Partners, LLC 0.00% Reduce -18.3% 5,003 $208K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Reduce -80.7% 4,964 $206K
Comerica Bank 0.00% Add +6.5% 4,308 $179K
AE Wealth Management LLC 0.00% Add +1143.5% 4,091 $170K
Mirae Asset Global Investments Co., Ltd. 0.00% New 3,300 $137K
Citigroup Inc. 0.00% Add +2127.7% 3,141 $131K
National Bank of Canada 0.00% Add +165.6% 2,879 $120K
Farther Finance Advisors, LLC 0.00% New 2,802 $116K
Private Trust Co. NA 0.01% New 2,787 $116K
Transamerica Financial Advisors, LLC 0.01% New 2,192 $91K
O'shaughnessy Asset Management, LLC 0.00% New 1,512 $63K
Compagnie Lombard Odier SCmA 0.00% No change 1,500 $62K
CoreCap Advisors, LLC 0.00% Reduce -2.2% 882 $37K
Rockefeller Capital Management L.P. 0.00% Add +33.3% 873 $36K
Steward Partners Investment Advisory, LLC 0.00% Reduce -23.3% 623 $26K
Red Tortoise LLC 0.01% Add +2.4% 521 $22K
Bogart Wealth, LLC 0.00% No change 269 $11K
Tower Research Capital LLC (TRC) 0.00% Add +576.5% 230 $10K

"% 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.

Show all 109 holders