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Disclosery

EMB ISHARES TR

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JPMORGAN USD EMG (fund)

857 managers (867 13F filers) reported a position in EMB shares at 2024-12-31, 133,420,904 shares in all. 72 filers opened a position and 90 filers sold out during the quarter.

Managers
857
13F filers
867
New
72
Added
330
Reduced
299
Sold out
90
Shares held by filers
133,420,904

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Murphy, Middleton, Hinkle & Parker, Inc.9,858$878K0.5%-71813F-HRTimeline
MANNING & NAPIER ADVISORS LLC9,808$873K0.01%-1,77413F-HRTimeline
TFB Advisors LLC9,806$873K0.25%-10613F-HRTimeline
NORDEN GROUP LLC9,712$865K0.1%-4,21713F-HRTimeline
EFG Private Wealth Management (Americas…9,706$864K0.17%+1,34613F-HRTimeline
Quadrant Private Wealth Management, LLC9,655$862K0.21%+61413F-HRTimeline
OxenFree Capital LLC9,630$857K0.64%+48613F-HRTimeline
SG Americas Securities, LLC9,610$856K<0.01%-3,14413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC9,528$848K0.03%-68213F-HRTimeline
Simplicity Wealth,LLC9,497$846K0.18%-7,73313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,779$843K0.08%-1,81213F-HR/ATimeline
TRUSTMARK BANK TRUST DEPARTMENT9,460$842K0.06%-2,92813F-HRTimeline
ORG Partners LLC9,365$835K0.11%+1,40013F-HRTimeline
SBI Securities Co., Ltd.9,323$830K0.03%13F-HRTimeline
Centurion Wealth Management LLC9,318$830K0.26%-1913F-HRTimeline
FDx Advisors, Inc.9,233$822K0.24%-9813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,125$813K0.1%+7913F-HRTimeline
Foundations Investment Advisors, LLC9,124$812K0.02%-1513F-HRTimeline
Waverly Advisors, LLC9,120$812K0.01%-13013F-HRTimeline
Apeiron RIA LLC9,050$806K0.23%+4113F-HRTimeline
Focus Financial Network, Inc.9,008$804K0.03%+38513F-HRTimeline
POSTROCK PARTNERS LLC9,000$801K0.39%13F-HRTimeline
Security Financial Services, INC.8,973$799K0.16%+7113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,958$798K<0.01%-7613F-HRTimelineGroup
Keystone Financial Services8,956$797K0.31%+4413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.8,923$795K0.08%+1,50013F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC8,867$790K0.12%+32113F-HRTimeline
Cyndeo Wealth Partners, LLC8,774$781K0.05%-54813F-HRTimeline
Freedom Investment Management, Inc.8,760$780K0.06%-5713F-HRTimeline
Rosenberg Matthew Hamilton8,600$766K0.2%+97013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,484$755K0.03%+1,53713F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC8,386$748K0.08%+7213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,394$747K0.02%new13F-HRTimelineGroup
DEFINED WEALTH MANAGEMENT, LLC8,394$747K0.5%+4713F-HRTimeline
Avior Wealth Management, LLC8,390$747K0.03%+65913F-HRTimeline
United Advisor Group, LLC8,347$743K0.15%+6,02113F-HRTimeline
Worth Financial Advisory Group, LLC8,344$743K0.46%-6713F-HRTimeline
ShoreHaven Wealth Partners, LLC8,339$743K0.35%-3113F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,305$739K0.02%013F-HRTimeline
Yoffe Investment Management, LLC8,210$731K1.09%13F-HR/ATimeline
New England Private Wealth Advisors LLC8,185$729K0.12%+1413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.8,147$727K0.51%-47913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC8,111$722K0.01%+4,19113F-HRTimeline
Ocean Park Asset Management, LLC8,111$722K0.02%-166,10913F-HRTimeline
Gateway Wealth Partners, LLC8,032$715K0.19%-23313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.7,866$712K0.03%-8,73913F-HRTimelineGroup
Atlatl Advisers LLC7,987$711K0.42%13F-HRTimeline
Motiv8 Investments LLC7,968$709K0.5%-97013F-HRTimeline
West Wealth Group, LLC7,919$705K0.21%+44313F-HRTimeline
Quartz Partners, LLC7,836$698K0.42%+4913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC7,759$691K<0.01%-98,15813F-HRTimelineGroup
TSFG, LLC7,659$682K0.14%+53113F-HRTimeline
10Elms LLP7,629$679K0.7%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,625$679K0.03%+83913F-HRTimelineGroup
Frederick Financial Consultants, LLC7,618$678K0.54%13F-HRTimeline
Sovran Advisors, LLC7,598$674K0.1%13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC7,468$665K0.34%+29113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,440$662K0.02%+22313F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC7,328$652K0.07%+6313F-HRTimeline
Keystone Wealth Services, LLC7,288$649K0.17%+2,74913F-HRTimeline
Arcus Capital Partners, LLC7,183$644K0.2%-18013F-HRTimeline
Endowment Wealth Management, Inc.7,172$639K0.43%+44413F-HRTimeline
Certus Wealth Management, LLC7,023$637K0.43%-27413F-HRTimeline
Net Worth Advisory Group7,104$633K0.19%-6313F-HRTimeline
CIBC Asset Management Inc7,044$627K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC6,977$621K0.21%+11313F-HRTimeline
Barnes Wealth Management Group, Inc6,914$616K0.41%13F-HRTimeline
Snowden Capital Advisors LLC6,876$614K0.02%-74613F-HRTimeline
MAI Capital Management6,885$613K<0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,866$611K0.05%+4,03013F-HRTimeline
Life Planning Partners, Inc6,841$609K0.56%-76613F-HR/ATimeline
Savvy Advisors, Inc.6,783$604K0.07%+1,67513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,755$603K<0.01%-1,67913F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC6,616$589K0.03%-4,77313F-HRTimeline
Larson Financial Group LLC6,545$583K0.03%-87913F-HRTimeline
WEALTH ALLIANCE, LLC6,504$579K0.07%+1,05813F-HRTimeline
Hoxton Planning & Management, LLC6,467$576K0.22%+1813F-HRTimeline
Strategic Financial Services, Inc.6,444$574K0.03%-1,18813F-HRTimeline
Wela Strategies, Inc.1,347$571K0.25%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,373$567K0.05%-39913F-HR/ATimeline
Rockingstone Advisors LLC6,291$560K0.25%+9213F-HRTimeline
Dorsey Wright & Associates6,254$557K0.13%013F-HRTimeline
Signal Advisors Wealth, LLC6,201$554K0.06%+19913F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC6,196$553K0.07%+1,87313F-HRTimeline
Copperleaf Capital, LLC6,198$552K0.35%-81413F-HRTimeline
New Republic Capital, LLC6,160$550K0.36%-27,51413F-HRTimeline
CERTUITY, LLC6,106$544K0.06%-1,58413F-HRTimeline
Kingsview Wealth Management, LLC6,076$541K0.01%+1,18113F-HRTimeline
STOCK YARDS BANK & TRUST CO6,070$540K0.02%-3313F-HRTimeline
Frisch Financial Group, Inc.6,039$539K0.16%+113F-HRTimeline
White Lighthouse Investment Management …6,034$537K0.09%-73713F-HRTimeline
ARK & TLK INVESTMENTS, LLC5,892$525K0.18%013F-HRTimeline
Spectrum Planning & Advisory Services I…5,817$518K0.45%+42513F-HRTimeline
Tradition Wealth Management, LLC5,777$514K0.05%-18613F-HRTimeline
Blue Fin Capital, Inc.5,756$513K0.09%-11013F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…5,600$500K<0.01%-30013F-HRTimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD5,565$496K0.45%13F-HRTimeline
Advisors Asset Management, Inc.5,559$495K0.01%+1,06813F-HR/ATimeline
Sage Advisory Services, Ltd.Co.5,497$489K0.29%-2,28013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,488$489K0.02%+59913F-HRTimeline
Mayflower Financial Advisors, LLC5,459$486K0.07%+5713F-HRTimeline
Argent Trust Co5,440$484K0.02%-5313F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…5,430$483K<0.01%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC5,410$482K0.17%+2,51213F-HRTimeline
Belpointe Asset Management LLC5,236$482K0.03%+29813F-HRTimeline
Rothschild Wealth LLC5,381$479K0.14%+4,59713F-HRTimeline
KKM Financial LLC5,277$478K0.2%new13F-HRTimeline
HCR Wealth Advisors5,337$475K0.06%013F-HRTimeline
Koshinski Asset Management, Inc.5,283$470K0.04%-22713F-HRTimeline
Activest Wealth Management5,263$469K0.13%+1313F-HRTimeline
Portside Wealth Group, LLC5,234$466K0.08%-1,68413F-HR/ATimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,222$465K0.01%013F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC5,201$463K0.08%-16613F-HRTimeline
Wealthstream Advisors, Inc.5,143$458K0.08%+16313F-HRTimeline
Prospera Financial Services Inc5,097$454K0.01%+17913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,075$453K0.04%new13F-HRTimeline
Strategic Financial Partners, Ltd.5,073$452K0.23%+96813F-HRTimeline
RiverFront Investment Group, LLC5,061$451K0.01%+2,08913F-HRTimeline
Sugarloaf Wealth Management, LLC5,060$451K0.09%-22213F-HRTimeline
Insight Advisors, LLC/ PA5,045$450K0.08%+713F-HRTimeline
Prime Capital Investment Advisors, LLC4,866$433K0.01%-1,30113F-HRTimeline
Sunesis Advisors, LLC4,840$431K0.26%013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.4,800$427K0.02%013F-HRTimelineGroup
Affinity Capital Advisors, LLC4,781$426K0.08%-20813F-HRTimeline
THEORY FINANCIAL LLC4,756$423K0.18%+15713F-HRTimeline
D.A. DAVIDSON & CO.4,676$416K<0.01%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,598$411K0.24%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,594$409K0.01%-85313F-HRTimelineGroup
SWMG, LLC4,510$407K0.16%-46313F-HRTimeline
Montecito Bank & Trust4,556$406K0.07%+5413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,550$405K0.01%-71613F-HRTimelineGroup
Optivise Advisory Services LLC4,523$403K0.22%-19313F-HRTimeline
XML Financial, LLC4,521$403K0.04%-18413F-HRTimeline
UNIQUE WEALTH, LLC4,450$396K0.08%+1,33713F-HRTimeline
Cohen Investment Advisors LLC4,444$396K0.24%+19613F-HRTimeline
Integris Wealth Management, LLC4,425$394K0.11%-27213F-HRTimeline
Dynamic Advisor Solutions LLC4,422$394K0.02%-50413F-HRTimeline
Bremer Bank National Association4,402$392K0.08%+11913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,395$391K0.03%-19913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,362$388K0.29%-2013F-HRTimeline
Sterling Financial Planning, Inc.4,362$388K0.14%+513F-HRTimeline
VPR Management LLC4,300$383K0.2%013F-HRTimeline
CPA Asset Management Group, LLC4,254$379K0.18%013F-HRTimeline
Leo Wealth, LLC4,237$377K0.03%new13F-HRTimeline
AlphaCentric Advisors LLC4,208$375K0.37%+30013F-HRTimeline
Arete Wealth Advisors, LLC4,195$374K0.03%+1,36213F-HRTimeline
Sterling Investment Counsel, LLC4,159$370K0.24%+1,26213F-HRTimeline
Knollwood Investment Advisory, LLC4,150$370K0.04%013F-HRTimeline
Arax Advisory Partners4,046$360K0.02%new13F-HRTimeline
Sigma Planning Corp4,046$360K0.01%-83813F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS4,044$360K0.01%013F-HRTimeline
Cushing Capital Partners, LLC4,027$360K0.35%13F-HRTimeline
Aveo Capital Partners, LLC3,996$356K0.04%+9113F-HRTimeline
4Thought Financial Group Inc.3,979$354K0.22%+8713F-HRTimeline
Mosley Wealth Management3,869$350K0.22%+35213F-HRTimeline
Maia Wealth LLC3,815$346K0.07%+30413F-HRTimeline
Five Oceans Advisors3,848$343K0.16%+1513F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC3,845$342K0.03%-1,02213F-HRTimeline
Petix & Botte Co3,809$339K0.09%+4013F-HRTimeline
Pinion Investment Advisors, LLC3,771$336K0.13%+11113F-HRTimeline
Sunbelt Securities, Inc.3,758$335K0.03%-6,69213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,740$333K0.17%-5613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,718$331K<0.01%-8,86313F-HRTimelineGroup
Three Bridge Wealth Advisors, LLC3,695$330K0.12%+24013F-HRTimeline
Patriot Financial Group Insurance Agenc…3,699$329K0.04%-37313F-HRTimeline
KICKSTAND VENTURES, LLC.3,679$328K0.08%+26313F-HRTimeline
Advisory Resource Group3,665$326K0.07%+1,01613F-HRTimeline
Advisors Capital Management, LLC3,661$326K0.01%+38613F-HRTimeline
IPG Investment Advisors LLC3,645$325K0.07%-45013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,613$322K0.05%-26813F-HR/ATimeline
PERSONAL CFO SOLUTIONS, LLC3,537$315K0.06%-7013F-HRTimeline
Brand Asset Management Group, Inc.3,521$314K0.13%-63613F-HRTimeline
DRAVO BAY LLC3,510$313K0.15%+12613F-HRTimeline
North Ridge Wealth Advisors, Inc.3,508$312K0.22%-99013F-HRTimeline
Sand Hill Global Advisors, LLC3,459$308K0.01%-11213F-HRTimeline
Delta Wealth Advisors LLC3,457$308K0.29%013F-HRTimeline
Beacon Pointe Advisors, LLC3,456$308K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,439$306K0.01%-9213F-HRTimelineGroup
Rooted Wealth Advisors, Inc.3,346$298K0.12%-63813F-HRTimeline
Creekside Partners3,302$294K0.15%-56913F-HRTimeline
Avitas Wealth Management LLC3,270$291K0.04%new13F-HRTimeline
Gladstone Institutional Advisory LLC3,258$290K0.01%+11013F-HRTimeline
Concorde Asset Management, LLC3,250$289K0.15%+60413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,245$289K0.11%-16713F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC3,245$289K0.14%-2213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,227$288K0.27%13F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,222$287K0.06%-5913F-HRTimeline
BLAIR WILLIAM & CO/IL3,151$281K<0.01%+43613F-HRTimeline
BOS Asset Management, LLC3,149$280K0.1%+98513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,100$276K0.2%13F-HRTimeline
BCU Wealth Advisors, LLC3,083$274K0.16%+39913F-HRTimeline
Stewardship Advisors, LLC3,067$273K0.08%+38313F-HRTimeline
Soltis Investment Advisors LLC3,066$273K0.03%-24813F-HRTimeline
VILLERE ST DENIS J & CO LLC3,043$271K0.02%-14013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.3,039$271K0.25%13F-HRTimeline
Coppell Advisory Solutions LLC3,025$270K0.04%-7,39713F-HRTimeline
PINNEY & SCOFIELD, INC.3,000$267K0.2%13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC2,987$266K0.13%13F-HRTimeline
PKS Advisory Services, LLC2,959$263K0.07%13F-HRTimeline
Comprehensive Money Management Services…2,931$261K0.22%13F-HRTimeline