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Disclosery

IEMG ISHARES INC

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SHS (fund)

1,817 managers (1,842 13F filers) reported a position in IEMG shares at 2024-12-31, 1,241,096,693 shares in all. 83 filers opened a position and 98 filers sold out during the quarter.

Managers
1,817
13F filers
1,842
New
83
Added
852
Reduced
594
Sold out
98
Shares held by filers
1,241,096,693

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
SYON CAPITAL LLC500,982$26.2M2.36%-83,03213F-HRTimeline
Brand Asset Management Group, Inc.500,372$26.1M10.61%+10,05913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT498,246$26M0.76%+30,33113F-HRTimeline
Magnus Financial Group LLC492,195$25.7M2.48%+19,06213F-HRTimeline
49 WEALTH MANAGEMENT, LLC487,005$25.4M3.62%+102,53713F-HRTimeline
Alaska Permanent Fund Corp481,000$25.1M0.37%013F-HRTimeline
VICUS CAPITAL468,759$24.5M2.17%+15,81513F-HRTimeline
Foster Group, Inc.463,802$24.2M0.92%+32,72213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC457,129$23.9M0.78%-62,94813F-HRTimeline
Shepherd Financial Partners LLC456,619$23.8M2.85%+4,56613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION454,137$23.7M2.21%+12,50113F-HRTimeline
NOTTINGHAM ADVISORS, INC.452,362$23.6M3%-27,71813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC448,449$23.4M0.34%+7,46313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC446,222$23.3M0.86%+14,41713F-HRTimeline
TFC Financial Management, Inc.438,633$22.9M3.62%+15,12413F-HRTimeline
Hackensack Meridian Health, Inc.431,000$22.5M2.67%013F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC423,013$22.1M8.04%-2,68413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…420,613$22M4.3%+28,63913F-HRTimelineGroup
Edge Capital Group, LLC420,078$21.9M1.12%-17,98413F-HRTimeline
Foundations Investment Advisors, LLC416,837$21.8M0.42%+41,38013F-HRTimeline
Inherent Management Corp.415,605$21.7M17.51%13F-HR/ATimeline
BRIDGES INVESTMENT MANAGEMENT INC411,095$21.5M0.3%-2713F-HRTimeline
SVB WEALTH LLC408,509$21.3M0.4%+309,47113F-HRTimeline
McKinley Carter Wealth Services, Inc.398,473$20.8M1.27%+17,39013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC398,083$20.8M0.17%+27,05513F-HRTimelineGroup
MAKENA CAPITAL MANAGEMENT LLC395,439$20.6M3.35%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.389,292$20.6M0.98%-184,49913F-HRTimelineGroup
Proquility Private Wealth Partners, LLC383,369$20M6.45%+1,24313F-HRTimeline
NorthRock Partners, LLC383,174$20M0.65%+379,29413F-HR/ATimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…383,098$20M0.21%+20,06313F-HRTimelineGroup
JB Capital LLC382,808$20M1.12%+29,49213F-HRTimeline
LOWE BROCKENBROUGH & CO INC382,070$20M1.28%-6,43613F-HRTimeline
Towercrest Capital Management363,249$19M3.07%+36,50913F-HRTimeline
Crescent Grove Advisors, LLC363,168$19M1.88%+28,24213F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co360,000$18.8M0.43%013F-HRTimelineGroup
UMB Bank, n.a.358,406$18.7M0.3%-14,17013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parallel Advisors, LLC356,421$18.6M0.42%+7,80613F-HRTimeline
Capital Planning Advisors, LLC353,041$18.4M2.85%-15,68213F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP351,646$18.4M5.03%new13F-HRTimelineGroup
Parkside Investments, LLC347,998$18.2M2.72%+33,74013F-HRTimeline
University of Maryland Foundation, Inc.347,706$18.2M10.19%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management343,179$17.9M0.56%-54,43113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.342,720$17.9M0.17%-11,16513F-HRTimelineGroup
Atria Wealth Solutions, Inc.340,056$17.8M0.19%+81,17213F-HRTimeline
iA Global Asset Management Inc.338,505$17.7M0.31%-11,80213F-HRTimeline
Rockbridge Investment Management, LCC336,682$17.6M2.25%+34,11613F-HRTimeline
Orgel Wealth Management, LLC336,216$17.6M0.46%+3,75213F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding335,460$17.5M-20,107Timeline
Rehmann Capital Advisory Group333,112$17.4M1.1%-10,54113F-HRTimeline
CAPITAL ADVISORS INC/OK330,664$17.3M0.34%-5,36513F-HRTimeline
Financial Management Professionals, Inc.328,811$17.2M2.17%-122,70813F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV328,190$17.1M10.01%+2,56413F-HRTimeline
Tortoise Investment Management, LLC328,113$17.1M1.81%-12,48113F-HR/ATimeline
MARTIN CURRIE LTD325,977$17M0.63%+308,95113F-HRTimeline
Custos Family Office, LLC321,236$16.8M5.87%+12,30113F-HRTimeline
Smithfield Trust Co320,733$16.7M0.83%-3,74513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA319,490$16.7M0.09%-166,05713F-HRTimelineGroup
Elgethun Capital Management314,878$16.4M3.99%-2,45413F-HRTimeline
Heck Capital Advisors, LLC313,224$16.4M1.88%-13,77213F-HR/ATimeline
Marietta Wealth Management, LLC309,638$16.2M2.32%new13F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…309,600$16.2M0.1%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…309,048$16.1M0.44%+12,01113F-HRTimelineGroup
RKL Wealth Management LLC308,309$16.1M1.43%+42,37313F-HRTimeline
SENTINEL TRUST CO LBA307,461$16.1M1.84%+1,27813F-HRTimeline
WealthPlan Investment Management, LLC306,901$16M1.58%+25,30513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC306,836$16M0.34%-27,59213F-HRTimeline
WASHINGTON TRUST Co306,582$16M0.57%-5,49613F-HRTimeline
Strategic Investment Advisors / MI306,030$16M1.7%+27,50213F-HRTimeline
BANK OF HAWAII305,057$15.9M0.88%+8,17013F-HRTimeline
OneDigital Investment Advisors LLC303,916$15.9M0.18%-52,12213F-HRTimeline
Glenview Trust Co301,670$15.8M0.3%-10,50113F-HRTimeline
First Command Advisory Services, Inc.300,883$15.7M0.15%+39,99613F-HRTimeline
Disciplina Capital Management LLC297,740$15.5M2.62%-2,57413F-HRTimeline
Steward Partners Investment Advisory, L…295,590$15.4M0.14%+4,00013F-HRTimeline
Marcum Wealth, LLC295,189$15.4M1.34%-4,82713F-HRTimeline
EP Wealth Advisors, LLC293,305$15.3M0.12%-246,07213F-HRTimeline
BLAIR WILLIAM & CO/IL289,866$15.1M0.04%+3,42313F-HRTimeline
Marion Wealth Management287,024$15M3.97%+7,95813F-HRTimeline
JFS WEALTH ADVISORS, LLC286,679$15M1.02%+2,58513F-HRTimeline
Oak Root LLC286,494$15M1.95%-16,55713F-HRTimeline
Tarbox Family Office, Inc.284,548$14.9M2.45%-1,88313F-HRTimeline
SUMITOMO LIFE INSURANCE CO283,900$14.8M0.28%+73,90013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…282,308$14.7M0.02%-10,37413F-HRTimelineGroup
Running Point Capital Advisors, LLC281,624$14.7M5.04%+11,46613F-HRTimeline
Strategic Advocates LLC279,128$14.6M4.92%+38,87013F-HRTimeline
Cascade Financial Partners, LLC276,264$14.4M1.88%+4,56213F-HRTimeline
SCOTIA CAPITAL INC.275,100$14.4M0.08%+3,75413F-HRTimeline
Grove Bank & Trust272,569$14.2M1.98%+52,43313F-HRTimeline
Financial Engines Advisors L.L.C.270,876$14.1M0.03%+20,55213F-HRTimeline
Schneider Downs Wealth Management Advis…270,625$14.1M2.66%-6,95813F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC269,253$14.1M0.65%-24,91613F-HRTimeline
CONDOR CAPITAL MANAGEMENT267,799$14M1.23%+1,60113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/266,942$13.9M0.02%-3,902,03213F-HRTimelineGroup
IFP Advisors, Inc265,972$13.9M0.45%+2,94913F-HRTimeline
HANCOCK WHITNEY CORP264,239$13.8M0.44%+17,02413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC260,212$13.6M0.57%-1,17513F-HRTimeline
Mesirow Financial Investment Management…257,248$13.4M0.27%+14,67913F-HRTimeline
Wilshire Advisors LLC255,207$13.3M4.87%+68,36213F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC253,273$13.2M1.39%-5,95213F-HRTimelineGroup
Arkos Global Advisors252,865$13.2M1.94%+65313F-HRTimeline
APPLETON PARTNERS INC/MA251,455$13.1M0.97%+5,46413F-HRTimeline
Aptus Capital Advisors, LLC250,230$13.1M0.16%+174,23513F-HRTimeline
FIDUCIENT ADVISORS LLC249,212$13M1.61%+6,12913F-HRTimeline
Facet Wealth, Inc.240,215$12.9M0.34%+53,31413F-HRTimeline
Beacon Pointe Advisors, LLC245,802$12.8M0.14%-29,68413F-HRTimeline
FDx Advisors, Inc.245,095$12.8M3.74%-8,65613F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC244,930$12.8M0.62%-142,87013F-HRTimelineGroup
Wealthspire Retirement, LLC244,514$12.8M1.01%-30013F-HRTimeline
Portland Global Advisors LLC242,881$12.7M1.61%+12,95913F-HRTimeline
Klingman & Associates, LLC242,456$12.7M0.78%+60,02213F-HRTimeline
Meridian Wealth Partners, LLC242,428$12.7M1.92%+7,40113F-HRTimeline
MTC Wealth Management LLC242,077$12.6M6.09%-53,20713F-HRTimeline
LMCG INVESTMENTS, LLC239,288$12.5M0.77%-33,99613F-HRTimeline
Shakespeare Wealth Management, LLC238,432$12.5M3.36%+1,02013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…237,412$12.4M1.97%-120,26913F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.237,048$12.4M1.34%13F-HRTimeline
Resonant Capital Advisors, LLC236,607$12.4M0.9%+3,28313F-HRTimeline
Vestmark Advisory Solutions, Inc.235,881$12.3M0.42%+20,58613F-HRTimeline
Fairhaven Wealth Management, LLC235,639$12.3M3.85%+2,40813F-HRTimeline
Wealthquest Corp234,949$12.3M1%+5,29313F-HRTimeline
BSW Wealth Partners233,693$12.2M1.79%-6,27213F-HRTimeline
Farther Finance Advisors, LLC231,760$12.1M0.44%+7,95413F-HRTimeline
Americana Partners, LLC228,844$12M0.49%+1,98313F-HRTimeline
Twele Capital Management, Inc.228,680$11.9M2.53%+5,44213F-HRTimeline
Summit Financial, LLC228,424$11.9M0.42%+68513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp228,326$11.9M0.36%+1,37913F-HRTimelineGroup
Opus Capital Group, LLC227,800$11.9M1.51%+9,12613F-HRTimeline
Perigon Wealth Management, LLC228,187$11.9M0.29%+10,72213F-HRTimeline
Pure Financial Advisors, LLC226,285$11.8M0.27%+14,69713F-HRTimeline
Shelter Mutual Insurance Cogroup of 2 filers holding226,016$11.8M0Timeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…224,298$11.7M<0.01%+106,27013F-HRTimelineGroup
Neumann Capital Management, LLC221,474$11.6M3.84%+27713F-HRTimeline
Long Run Wealth Advisors, LLC216,813$11.3M2.71%+9,37513F-HRTimeline
VAUGHAN & Co SECURITIES, INC.215,913$11.3M6.8%+2,51013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC215,687$11.3M1.06%-93913F-HRTimeline
Waverly Advisors, LLC212,559$11.1M0.17%+130,96313F-HRTimeline
GAMMA Investing LLC211,923$11.1M0.94%+13,46813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC211,562$11M2.08%+2,10213F-HRTimeline
Veery Capital, LLC210,886$11M4.21%+23,42713F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…209,700$11M0.01%-115,90013F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC208,594$10.9M0.98%-4,48513F-HRTimeline
Iowa State Bank206,941$10.8M2.25%+6,95813F-HRTimeline
HCR Wealth Advisors206,801$10.8M1.35%+10,37813F-HRTimeline
Columbus Macro, LLC206,704$10.8M1.5%+127,84213F-HRTimeline
RPTC Inc.206,496$10.8M2.2%+1,07413F-HRTimeline
Ascent Wealth Partners, LLC205,908$10.8M1.45%+6,02413F-HRTimeline
McGlone Suttner Wealth Management, Inc.204,766$10.7M1.79%+52,33113F-HRTimeline
Prime Capital Investment Advisors, LLC203,219$10.6M0.15%-10,98113F-HRTimeline
Smith & Howard Wealth Management, LLC202,246$10.6M2.99%-1,59613F-HRTimeline
PDS Planning, Inc201,080$10.5M0.93%-13213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP200,286$10.5M0.15%-16,36613F-HRTimeline
Essential Planning, LLC.189,457$10.5M0.07%new13F-HRTimeline
Financial Advocates Investment Manageme…197,063$10.3M0.59%+7,79813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC196,684$10.3M0.02%-3,57513F-HRTimelineGroup
Beacon Harbor Wealth Advisors, Inc.196,052$10.2M2.38%+10,84813F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…190,185$9.93M0.83%+52813F-HRTimelineGroup
Allworth Financial LP186,406$9.87M0.05%+33,45213F-HRTimeline
TUDOR INVESTMENT CORP ET AL188,243$9.83M0.1%+116,04913F-HRTimeline
Global Retirement Partners, LLC188,215$9.83M0.28%+16,12513F-HRTimeline
Austin Private Wealth, LLC184,866$9.65M0.91%+13,78313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC182,500$9.53M0.01%new13F-HRTimeline
Checchi Capital Advisers, LLC181,836$9.5M0.71%+6,39513F-HRTimeline
Trek Financial, LLC181,433$9.47M0.71%-43,20513F-HRTimeline
Columbia Bank182,732$9.39M3.25%+6,41713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…179,048$9.35M1.59%+5,90913F-HRTimeline
Astoria Strategic Wealth, Inc.178,636$9.33M2.78%+3,96513F-HRTimeline
Probity Advisors, Inc.178,309$9.31M1.79%-32013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC175,862$9.18M3.09%-43,82013F-HRTimeline
Parkside Advisors LLC175,814$9.18M2.16%+6,51713F-HRTimeline
Cornerstone Wealth Group, LLC175,523$9.17M0.75%+59,48013F-HRTimeline
HUB Investment Partners, LLC173,074$9.04M0.38%-8,29013F-HRTimeline
Dorsey & Whitney Trust CO LLC171,930$8.98M0.49%+80,12713F-HRTimeline
CW Advisors, LLC171,593$8.96M0.12%-2,06813F-HRTimeline
Clearwater Capital Advisors, LLC167,256$8.73M0.85%-13,36013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS166,800$8.71M0.01%+149,84413F-HRTimelineGroup
WealthShield Partners, LLC165,082$8.62M1.22%-63,86113F-HRTimeline
Composition Wealth, LLC164,914$8.61M0.17%+4,66213F-HRTimeline
Avantax Planning Partners, Inc.164,602$8.6M0.31%-8,82813F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC164,576$8.59M0.26%+6,09913F-HRTimeline
Bryant Woods Investment Advisors, LLC161,107$8.41M4.08%-4,09213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC161,095$8.41M0.01%-260,61013F-HRTimelineGroup
AMG National Trust Bank159,971$8.36M0.23%-1,66913F-HRTimeline
ORG Partners LLC159,804$8.35M1.13%+7,85913F-HRTimeline
Ackerman Capital Advisors, LLC159,214$8.31M2.18%-89313F-HRTimeline
Single Point Partners, LLC159,108$8.31M1.91%-1,39313F-HRTimeline
Waterloo Capital, L.P.159,080$8.31M0.88%+34,50313F-HRTimeline
Crestwood Advisors Group, LLC158,975$8.3M0.16%+5,59013F-HRTimeline
AXIOM INVESTORS LLC /DE158,900$8.3M0.06%-60013F-HRTimeline
Martel Wealth Advisors LLC157,807$8.24M1.61%+1,08213F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…157,435$8.22M2.78%+6,63113F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…157,053$8.2M0.61%-4,67913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC156,844$8.19M0.65%new13F-HRTimeline
Frontier Asset Management, LLC156,734$8.18M2.7%-7,60713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC153,584$8.02M1.19%-22,95713F-HRTimeline
Causey Wealth LLC151,622$7.92M4.61%13F-HRTimeline
GREAT LAKES ADVISORS, LLC151,471$7.91M0.07%+1,90713F-HRTimeline
Alberta Investment Management Corp150,074$7.84M0.05%new13F-HRTimeline
DRW Securities, LLC149,291$7.8M0.53%-487,99513F-HRTimeline
Pathway Financial Advisors LLC148,514$7.76M1.78%+137,97813F-HRTimeline
Evensky & Katz LLC148,286$7.74M0.51%+49613F-HRTimeline