Skip to content
Disclosery

IEMG ISHARES INC

Follow

SHS (fund)

1,827 managers (1,855 13F filers) reported a position in IEMG shares at 2025-03-31, 1,306,910,971 shares in all. 123 filers opened a position and 97 filers sold out during the quarter.

Managers
1,827
13F filers
1,855
New
123
Added
844
Reduced
668
Sold out
97
Shares held by filers
1,306,910,971

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Hoxton Planning & Management, LLC37,818$2.04M0.78%+8,41713F-HRTimeline
PINNACLE ASSOCIATES LTD37,729$2.04M0.03%-2,89713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…37,501$2.02M0.08%+81513F-HRTimelineGroup
Patton Albertson Miller Group, LLC37,421$2.02M0.3%-4,50013F-HR/ATimeline
Heritage Family Offices, LLP37,088$2M1.02%-19,85013F-HRTimeline
J.W. COLE ADVISORS, INC.37,085$2M0.06%-14,86413F-HRTimeline
Shared Vision Wealth Group LLC36,768$1.98M1.08%+12,48813F-HRTimeline
Spectrum Planning & Advisory Services I…36,407$1.96M1.64%+10,15013F-HRTimeline
Rialto Wealth Management, LLC36,401$1.96M0.62%+2,89613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC36,368$1.96M0.55%+99913F-HRTimeline
Jordan Park Trust Co LLC36,349$1.96M1.85%013F-HRTimeline
Capital Asset Advisory Services LLC35,911$1.95M0.1%+1,66913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC35,709$1.93M0.17%-7,98813F-HR/ATimeline
ABLE Financial Group, LLC35,457$1.91M0.54%-4,88813F-HRTimeline
LJI Wealth Management, LLC35,326$1.91M0.38%-46213F-HRTimeline
LANARK FINANCIAL, INC.35,001$1.89M0.16%+34,97113F-HRTimeline
Dynamic Advisor Solutions LLC34,893$1.88M0.06%-85513F-HRTimeline
Van Cleef Asset Management,Inc34,752$1.88M0.21%-63513F-HRTimeline
High Net Worth Advisory Group LLC34,519$1.86M0.53%+78413F-HRTimeline
Center For Asset Management LLC34,288$1.85M1.13%+12,64013F-HRTimeline
MKD WEALTH COACHES, LLC34,238$1.85M2.09%-4,35213F-HRTimeline
Joel Adams & Associates, Inc.34,230$1.85M1.66%-74513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…34,160$1.84M0.04%+73013F-HRTimelineGroup
Graypoint LLC34,144$1.84M0.11%-2,06413F-HRTimeline
Strategic Financial Planning, Inc.33,926$1.83M1.26%-3,64913F-HRTimeline
SOA Wealth Advisors, LLC.145,122$1.83M0.38%+112,70213F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE33,651$1.82M0.34%13F-HRTimeline
Fiduciary Group, LLC33,450$1.81M0.18%-35213F-HRTimeline
LVZ, Inc.33,443$1.8M0.24%new13F-HRTimeline
Ascent Capital Management, LLC33,436$1.8M1.82%-4113F-HRTimeline
Carrera Capital Advisors33,415$1.8M0.4%013F-HRTimeline
Continuum Advisory, LLC33,405$1.8M0.23%+76513F-HRTimeline
One Day In July LLC33,307$1.8M0.18%-53213F-HRTimeline
MONECO ADVISORS, LLC33,274$1.8M0.19%-9,46713F-HR/ATimeline
PRESILIUM PRIVATE WEALTH, LLC33,145$1.79M0.4%-36,68913F-HRTimeline
GWN SECURITIES INC.32,351$1.78M0.1%new13F-HRTimeline
Qube Research & Technologies Ltd32,908$1.78M<0.01%+32,86913F-HRTimeline
Parkside Financial Bank & Trust32,762$1.77M0.23%-33813F-HRTimeline
HB Wealth Management, LLC32,743$1.77M0.01%-23813F-HRTimeline
Lifelong Wealth Advisors, Inc.32,637$1.76M0.83%+13,58013F-HRTimeline
EIGHT 31 FINANCIAL, LLC32,508$1.75M1.12%+5,07213F-HRTimeline
Perennial Investment Advisors, LLC32,458$1.75M0.2%+1,86813F-HRTimeline
Aspect Partners, LLC32,294$1.74M1%+1,75713F-HRTimeline
1900 WEALTH MANAGEMENT LLC32,266$1.74M0.14%-5,13213F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding32,200$1.74M+1,251Timeline
RWA WEALTH PARTNERS, LLC31,987$1.73M0.02%-9,07513F-HRTimeline
Topel & Distasi Wealth Management, LLC31,951$1.72M0.81%-1,78813F-HRTimeline
US FINANCIAL ADVISORS, LLC31,904$1.72M0.51%-16113F-HRTimeline
Traveka Wealth, LLC31,828$1.72M0.96%-30613F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.31,668$1.71M0.33%+1,63913F-HRTimeline
Thrive Wealth Management, LLC31,665$1.71M0.33%-4,08613F-HRTimeline
TRUE Private Wealth Advisors31,567$1.7M0.21%-9,68213F-HRTimeline
Gryphon Financial Partners LLC31,364$1.69M0.24%+25513F-HRTimeline
REDW Wealth LLC31,299$1.69M0.63%+3,55213F-HRTimeline
Bleakley Financial Group, LLC30,937$1.67M0.05%-4,28913F-HRTimeline
Legacy PCG, LLC30,825$1.66M1.17%013F-HRTimeline
Claro Advisors Inc.30,734$1.66M0.22%-1,88913F-HRTimeline
Moors & Cabot, Inc.30,730$1.66M0.08%+3,28213F-HRTimeline
F/m Investments LLC30,610$1.65M0.07%+1,90513F-HRTimeline
Parcion Private Wealth LLC30,582$1.65M0.13%-31013F-HRTimeline
Heritage Trust Co30,558$1.65M0.2%013F-HRTimeline
Pineridge Advisors LLC30,393$1.64M0.64%+1,82813F-HRTimeline
BlueSky Wealth Advisors, LLC30,233$1.63M0.25%-1,01413F-HRTimeline
SC&H Financial Advisors, Inc.30,201$1.63M0.32%+1313F-HRTimeline
FFT WEALTH MANAGEMENT LLC30,183$1.63M0.34%+2,84413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,983$1.62M0.07%+11,00313F-HRTimelineGroup
Wade Financial Advisory, Inc29,958$1.62M0.55%+1,60813F-HRTimeline
Diversified Portfolios, Inc.29,794$1.61M0.17%+2,15413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.29,716$1.6M0.17%+16,00313F-HRTimeline
CENTRAL TRUST Co29,516$1.59M0.04%-36213F-HRTimeline
Rathbones Group PLC29,485$1.59M0.01%+41513F-HRTimeline
Chesley Taft & Associates LLC29,450$1.59M0.08%-15013F-HRTimeline
Boyd Wealth Management, LLC29,412$1.59M0.79%+7,01413F-HRTimeline
My Legacy Advisors, LLC28,903$1.56M0.6%+13,83513F-HRTimeline
Lantz Financial LLC28,751$1.55M0.42%+9,16613F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC28,498$1.54M1.17%+10,02513F-HRTimeline
Stokes Family Office, LLC28,335$1.53M0.17%-34013F-HRTimeline
Busey Bank28,246$1.52M0.05%-1,48813F-HRTimeline
Park Place Capital Corp28,231$1.52M0.41%-56,54613F-HRTimeline
TFO Wealth Partners, LLC28,152$1.52M0.3%-26613F-HRTimeline
Savvy Advisors, Inc.28,148$1.52M0.15%+12,97513F-HRTimeline
Aprio Wealth Management, LLC28,079$1.52M0.19%+22,50713F-HRTimeline
KELLY FINANCIAL GROUP LLC28,068$1.51M0.47%-4,59813F-HRTimeline
WealthCare Investment Partners, LLC29,120$1.51M0.64%+4,87213F-HRTimeline
BridgePort Financial Solutions, LLC27,932$1.51M0.68%+72613F-HRTimeline
Sabal Trust CO27,919$1.51M0.08%013F-HRTimeline
THEORY FINANCIAL LLC27,890$1.51M0.63%+12,58313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC27,724$1.5M1.01%-3,39513F-HRTimeline
Squire Investment Management Company, L…27,703$1.5M0.62%-4513F-HRTimeline
Venture Visionary Partners LLC27,645$1.49M0.06%-4,82813F-HRTimeline
Advus Financial Partners, LLC27,624$1.49M0.64%+1,81213F-HR/ATimeline
JMG Financial Group, Ltd.27,588$1.49M0.05%+29313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.31,186$1.49M<0.01%-11,69513F-HRTimelineGroup
Auxano Advisors, LLC27,540$1.49M0.39%-62613F-HRTimeline
Northwest Capital Management Inc27,445$1.48M0.61%+8,33613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC27,193$1.47M0.03%-3,64513F-HRTimelineGroup
Keystone Financial Group26,919$1.46M0.15%+2,08313F-HRTimeline
Nilsine Partners, LLC26,928$1.45M0.16%+10013F-HRTimeline
Chicago Partners Investment Group LLC26,293$1.45M0.05%+19513F-HRTimeline
Davis Wealth Advisors, LLC26,651$1.44M1.62%+10,25613F-HRTimeline
Western Wealth Management, LLC26,280$1.42M0.09%+1,84313F-HRTimeline
Barnes Wealth Management Group, Inc26,210$1.41M0.91%+11,70413F-HRTimeline
4Thought Financial Group Inc.26,157$1.41M0.87%-9,75013F-HRTimeline
SPINNAKER TRUST26,151$1.41M0.09%-6,89613F-HRTimeline
Vertex Planning Partners, LLC26,083$1.41M0.31%+12,37913F-HRTimeline
SELDON CAPITAL LP26,019$1.4M0.88%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp25,954$1.4M0.09%-6,26813F-HRTimelineGroup
Larson Financial Group LLC25,879$1.4M0.07%-2,46213F-HRTimeline
Concorde Asset Management, LLC27,292$1.4M0.75%+88413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.25,799$1.39M0.08%+11,70513F-HR/ATimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC25,658$1.38M0.07%-55213F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.25,637$1.38M0.16%+45013F-HRTimeline
WEDBUSH SECURITIES INC25,613$1.38M0.05%+4,01713F-HRTimeline
EWA, LLC25,555$1.38M0.51%-93013F-HRTimeline
SHUFRO ROSE & CO LLC25,306$1.37M0.11%-3,31413F-HRTimeline
Cook Wealth, LLC25,217$1.37M0.66%-7,37813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC25,245$1.36M0.54%+94813F-HRTimeline
IFC Advisors LLC25,032$1.35M0.28%+2,03513F-HRTimeline
3EDGE Asset Management, LP24,969$1.35M0.09%+4,16013F-HRTimeline
Quantinno Capital Management LP24,902$1.34M0.01%-18,31613F-HRTimeline
Garde Capital, Inc.24,875$1.34M0.08%-25013F-HRTimeline
Arax Advisory Partners24,857$1.34M0.09%+4,85313F-HRTimeline
Copperleaf Capital, LLC24,800$1.34M0.8%+11,42513F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.24,773$1.34M0.05%+16,97613F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC24,687$1.33M0.01%-26513F-HRTimelineGroup
ADE, LLC24,571$1.33M0.76%+88013F-HRTimeline
Lloyd Advisory Services, LLC.24,461$1.32M0.66%-1,04713F-HRTimeline
Cornerstone Advisory, LLC23,474$1.31M0.15%+8113F-HRTimeline
American State Bank (Iowa)24,276$1.31M0.79%+32513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.24,026$1.3M0.02%+13,18613F-HRTimelineGroup
Argent Advisors, Inc.24,022$1.3M0.43%+3,55813F-HRTimeline
Roble, Belko & Company, Inc24,005$1.3M0.21%-5613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC23,580$1.27M0.5%+5013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC23,567$1.27M0.01%-2,76813F-HRTimeline
TWO SIGMA SECURITIES, LLC23,408$1.26M0.19%-7,88913F-HRTimeline
Yukon Wealth Management, Inc.23,399$1.26M0.52%13F-HRTimeline
Cooper Financial Group23,349$1.26M0.17%+7,68213F-HRTimeline
Lauterbach Financial Advisors, LLC23,194$1.25M0.78%+2,42113F-HRTimeline
Verdence Capital Advisors LLC23,158$1.25M0.1%-73013F-HRTimeline
Cove Private Wealth, LLC23,079$1.25M0.65%+1,49013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC22,984$1.24M0.34%+2,24913F-HRTimeline
Greenline Partners, LLC22,930$1.24M0.19%+16,60113F-HRTimeline
Evercore Wealth Management, LLC22,896$1.24M0.02%013F-HRTimeline
PFG Investments, LLC22,883$1.23M0.08%-1,31413F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…22,761$1.23M0.29%+89413F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…22,714$1.23M0.13%-97013F-HRTimeline
Quest 10 Wealth Builders, Inc.22,681$1.22M1.31%-64113F-HRTimeline
MSH Capital Advisors LLC22,667$1.22M0.38%+4,00613F-HRTimeline
Meridian Wealth Management, LLC22,603$1.22M0.06%-31913F-HRTimeline
VanderPol Investments L.L.C.22,569$1.22M2.57%+97713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …22,279$1.2M0.02%-17013F-HRTimelineGroup
Inman Jager Wealth Management, LLC22,230$1.2M0.9%+6,34213F-HRTimeline
HARBOUR INVESTMENTS, INC.22,192$1.2M0.03%+74413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…22,120$1.19M0.12%013F-HRTimelineGroup
Retirement Wealth Solutions LLC22,104$1.19M0.96%+15,91513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,102$1.19M0.02%+11,43313F-HRTimelineGroup
Family Investment Center, Inc.22,058$1.19M0.29%-1,28213F-HRTimeline
Sensible Money, LLC21,970$1.19M0.51%-12413F-HRTimeline
Signal Advisors Wealth, LLC21,949$1.18M0.12%-1,16913F-HRTimeline
STRATEGY ASSET MANAGERS LLC21,866$1.18M0.24%+5,76313F-HRTimeline
Legacy Bridge, LLC21,833$1.18M0.66%+2,68113F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.21,770$1.17M0.24%-26713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC21,623$1.17M0.15%+3,09613F-HRTimeline
Patriot Financial Group Insurance Agenc…21,591$1.17M0.16%-20,76713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…21,518$1.16M0.11%-2,11213F-HRTimeline
DAVENPORT & Co LLC21,499$1.16M0.01%+5,96013F-HRTimeline
WealthPLAN Partners, LLC21,497$1.16M0.16%+7,15013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…21,453$1.16M<0.01%013F-HRTimelineGroup
Aletheian Wealth Advisors LLC21,432$1.16M0.65%-21913F-HRTimeline
Shade Tree Advisors LLC21,419$1.16M1.15%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding21,265$1.15M+6,251Timeline
Rothschild & Co Wealth Management UK Ltd21,250$1.15M0.02%-5,12113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC21,239$1.15M0.15%-1613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.21,217$1.15M0.48%+1,49513F-HRTimeline
LPWM LLC21,199$1.14M0.37%-2113F-HRTimeline
GARRISON POINT ADVISORS, LLC21,180$1.14M0.55%+50713F-HRTimeline
Axos Invest Inc.21,109$1.14M0.88%-1,43213F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC21,105$1.14M0.85%+11,78213F-HRTimeline
Warwick Investment Management, Inc.21,014$1.13M0.24%-1,32013F-HRTimeline
Northeast Financial Consultants Inc21,006$1.13M0.05%-14113F-HRTimeline
RCS Financial Planning, LLC20,871$1.13M0.59%+10,20313F-HRTimeline
Westmount Partners, LLC20,838$1.12M0.34%+14,75713F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC20,713$1.12M0.55%-7513F-HRTimeline
Finley Financial, LLC20,551$1.11M0.62%-92513F-HRTimeline
Sovereign Financial Group, Inc.20,545$1.11M0.26%+5,18813F-HRTimeline
Fulton Bank, N.A.20,529$1.11M0.04%+2,01313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC20,522$1.11M0.16%-37513F-HRTimeline
K2 Financial Inc.21,313$1.11M1.09%+49613F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding21,058$1.11M-5,027Timeline
Pandora Wealth, Inc.20,449$1.1M0.73%13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …20,208$1.09M0.07%-2,70013F-HRTimelineGroup
KPP Advisory Services LLC20,096$1.08M0.21%-10113F-HRTimeline
SYNTAX RESEARCH, INC.20,095$1.08M0.75%-7,84113F-HRTimeline
Choate Investment Advisors20,072$1.08M0.03%-1,09513F-HRTimeline
Annie E. Casey Foundation, Inc.19,891$1.07M1.45%new13F-HRTimeline
DIVERSIFIED TRUST CO19,849$1.07M0.03%+70813F-HRTimeline
Pine Valley Investments Ltd Liability Co19,557$1.06M0.07%+3,27613F-HRTimeline
Arcadia Wealth Management, LLC19,550$1.06M0.52%+3,08313F-HRTimeline
Blankinship & Foster, LLC19,538$1.05M0.27%013F-HRTimeline
BUSH INVESTMENT GROUP, LLC19,392$1.05M0.79%+8,19213F-HRTimeline