iSHARES TRUST - EMXF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SEI INVESTMENTS CO | History | Added to | 229,375 | 10,973 | 0.01% | 0.01% | 1 | +5,522 | 2.47% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Added to | 126,515 | 6,052 | 0.14% | 0.12% | 2 | +14,124 | 12.57% | Q1 2026 | May 11, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 106,782 | 5,108 | 3.28% | 3.12% | 3 | +763 | 0.72% | Q1 2026 | Apr 22, 2026 |
| Values Added Financial LLC | History | Added to | 87,375 | 4,180 | 1.76% | 1.57% | 4 | +7,196 | 8.97% | Q1 2026 | Apr 20, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 59,225 | 2,833 | 0.03% | 0.03% | 5 | -673 | -1.12% | Q1 2026 | May 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 43,747 | 2,092 | 1.47% | 1.48% | 6 | -1,139 | -2.54% | Q1 2026 | May 13, 2026 |
| Strategic Financial Planning, Inc. | History | New | 26,493 | 1,847 | 1.08% | — | 7 | +26,493 | New | Q1 2026 | May 14, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 33,785 | 1,616 | 1.06% | 1.01% | 8 | -114 | -0.34% | Q1 2026 | May 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 30,773 | 1,472 | 0.04% | 0.02% | 9 | +13,941 | 82.82% | Q1 2026 | Apr 28, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 25,111 | 1,201 | 0.16% | 0.16% | 10 | -368 | -1.44% | Q1 2026 | Apr 28, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 23,411 | 1,120 | 0.39% | 0.4% | 11 | -657 | -2.73% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 21,696 | 1,037 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 21,327 | 1,020 | 0.0% | — | 13 | +21,327 | New | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 20,057 | 933 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 15,434 | 737 | 0.0% | 0.0% | 15 | -1,249 | -7.49% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 15,346 | 734 | 0.0% | 0.0% | 16 | +495 | 3.33% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 12,792 | 611 | 0.0% | 0.0% | 17 | +3,950 | 44.67% | Q1 2026 | May 11, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 12,550 | 600 | 0.1% | 0.11% | 18 | -475 | -3.65% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,694 | 511 | 0.0% | 0.0% | 19 | +1,402 | 15.09% | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 10,308 | 493 | 0.03% | 0.03% | 20 | -330 | -3.1% | Q1 2026 | May 12, 2026 |
| Haverford Trust Co | History | No change | 9,856 | 471 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 9,600 | 459 | 0.0% | 0.0% | 22 | +1,260 | 15.11% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,258 | 442 | 0.01% | 0.01% | 23 | -278 | -2.92% | Q1 2026 | Apr 28, 2026 |
| Optas, LLC | History | Added to | 8,888 | 425 | 0.06% | 0.04% | 24 | +3,615 | 68.56% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,779 | 420 | 0.0% | 0.0% | 25 | -4,046 | -31.55% | Q1 2026 | May 04, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 8,255 | 394 | 0.04% | 0.05% | 26 | -104 | -1.24% | Q1 2026 | Apr 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 7,909 | 381 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 7,132 | 341 | 0.12% | 0.73% | 28 | -39,280 | -84.63% | Q1 2026 | Apr 08, 2026 |
| Abacus Planning Group, Inc. | History | No change | 7,058 | 337 | 0.05% | 0.04% | 29 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Belpointe Asset Management LLC | History | New | 6,718 | 321 | 0.01% | — | 31 | +6,718 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 6,718 | 321 | 0.04% | — | 32 | +6,718 | New | Q1 2026 | Apr 28, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 6,718 | 321 | 0.14% | 0.11% | 30 | +1,250 | 22.86% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 6,552 | 304 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KWB Wealth | History | Reduced | 6,008 | 279 | 0.03% | 0.03% | 34 | -381 | -5.96% | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | New | 5,349 | 255 | 0.0% | — | 35 | +5,349 | New | Q1 2026 | May 06, 2026 |
| Diversified Trust Co | History | No change | 5,080 | 243 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,065 | 242 | 0.0% | 0.0% | 37 | -259 | -4.86% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | No change | 4,845 | 231 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,736 | 220 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financially in Tune, LLC | History | No change | 4,580 | 219 | 0.19% | 0.2% | 40 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stewardship Advisors, LLC | History | Added to | 4,342 | 207 | 0.05% | 0.05% | 41 | +8 | 0.18% | Q1 2026 | Apr 17, 2026 |
| Biltmore Family Office, LLC | History | No change | 2,877 | 137 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | No change | 2,567 | 122 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,168 | 103 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 2,159 | 103 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 1,911 | 91 | 0.05% | 0.05% | 46 | -22 | -1.14% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,254 | 58 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Timmons Wealth Management, LLC | History | No change | 539 | 25 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 210 | 10 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Reduced | 112 | 5 | 0.0% | 0.0% | 50 | -3 | -2.61% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 115 | 5 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 100 | 4 | 0.0% | 0.0% | 52 | +25 | 33.33% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 67 | 3 | 0.0% | — | 53 | +67 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | New | 53 | 2 | 0.0% | — | 56 | +53 | New | Q1 2026 | May 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BIRCHBROOK, INC. | History | No change | 43 | 2 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 30 | 1 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Talisman Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -8,803 | -100.0% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,276 | -100.0% | Q1 2026 | Apr 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | 0.0% | — | -4,189 | -99.98% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -780 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -555 | -100.0% | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |