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 | Reduced | 218,541 | 12,663 | 0.01% | 0.01% | 1 | -10,834 | -4.72% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | Added to | 133,396 | 7,729 | 0.16% | 0.14% | 2 | +6,881 | 5.44% | Q2 2026 | Jul 30, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 98,999 | 5,736 | 3.08% | 3.28% | 3 | -7,783 | -7.29% | Q2 2026 | Jul 29, 2026 |
| Values Added Financial LLC | History | Added to | 92,810 | 5,377 | 1.94% | 1.76% | 4 | +5,435 | 6.22% | Q2 2026 | Jul 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 59,353 | 3,439 | 0.03% | 0.03% | 5 | +128 | 0.22% | Q2 2026 | Aug 07, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 41,421 | 2,400 | 1.5% | 1.47% | 6 | -2,326 | -5.32% | Q2 2026 | Aug 14, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 29,966 | 1,736 | 1.06% | 1.06% | 7 | -3,819 | -11.3% | Q2 2026 | Aug 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 29,447 | 1,706 | 0.04% | 0.04% | 8 | -1,326 | -4.31% | Q2 2026 | Jul 29, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 24,689 | 1,430 | 0.16% | 0.16% | 9 | -422 | -1.68% | Q2 2026 | Jul 27, 2026 |
| Plum Street Advisors, LLC | History | Added to | 24,003 | 1,390 | 0.44% | 0.39% | 10 | +592 | 2.53% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 21,696 | 1,257 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 21,457 | 1,243 | 0.0% | 0.0% | 12 | +130 | 0.61% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | Added to | 19,988 | 1,158 | 0.04% | 0.03% | 13 | +130 | 0.65% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 16,964 | 984 | 0.0% | 0.0% | 14 | +1,530 | 9.91% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,746 | 970 | 0.0% | 0.0% | 15 | +1,400 | 9.12% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 14,425 | 835 | 0.0% | 0.0% | 16 | +3,731 | 34.89% | Q2 2026 | Aug 18, 2026 |
| Fairlight Advisors | History | New | 13,402 | 776 | 0.63% | — | 17 | +13,402 | New | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | Added to | 12,946 | 750 | 0.0% | 0.0% | 18 | +154 | 1.2% | Q2 2026 | Aug 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 12,550 | 727 | 0.11% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,554 | 611 | 0.0% | 0.0% | 20 | +1,775 | 20.22% | Q2 2026 | Aug 07, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 10,498 | 608 | 0.04% | 0.03% | 21 | +190 | 1.84% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,111 | 585 | 0.01% | 0.01% | 22 | +853 | 9.21% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | New | 10,016 | 580 | 0.0% | — | 23 | +10,016 | New | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 9,895 | 573 | 0.0% | 0.0% | 24 | +295 | 3.07% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | No change | 9,856 | 571 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 8,490 | 491 | 0.0% | 0.0% | 26 | +3,141 | 58.72% | Q2 2026 | Aug 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 7,621 | 441 | 0.04% | 0.04% | 27 | -634 | -7.68% | Q2 2026 | Jul 28, 2026 |
| Cambridge Financial Group, LLC | History | No change | 7,132 | 413 | 0.13% | 0.12% | 28 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 6,709 | 388 | 0.05% | 0.05% | 29 | -349 | -4.94% | Q2 2026 | Jul 20, 2026 |
| Asset Dedication, LLC | History | No change | 6,552 | 379 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,998 | 347 | 0.0% | 0.01% | 31 | -1,911 | -24.16% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | Added to | 5,218 | 301 | 0.0% | 0.0% | 32 | +373 | 7.7% | Q2 2026 | Aug 10, 2026 |
| Diversified Trust Co | History | No change | 5,080 | 294 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 5,032 | 291 | 0.02% | 0.02% | 34 | +8 | 0.16% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 4,812 | 278 | 0.0% | 0.0% | 35 | -253 | -5.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 4,547 | 263 | 0.0% | — | 36 | +4,547 | New | Q2 2026 | Sep 23, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,128 | 239 | 0.01% | 0.01% | 37 | -2,590 | -38.55% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 4,128 | 239 | 0.03% | 0.04% | 38 | -2,590 | -38.55% | Q2 2026 | Jul 31, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 4,128 | 239 | 0.08% | 0.14% | 39 | -2,590 | -38.55% | Q2 2026 | Aug 05, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 3,989 | 231 | 0.05% | 0.05% | 40 | -353 | -8.13% | Q2 2026 | Jul 20, 2026 |
| Optas, LLC | History | Reduced | 3,867 | 224 | 0.03% | 0.06% | 41 | -5,021 | -56.49% | Q2 2026 | Jul 21, 2026 |
| KWB Wealth | History | Reduced | 3,823 | 221 | 0.02% | 0.03% | 42 | -2,185 | -36.37% | Q2 2026 | Jul 10, 2026 |
| Financially in Tune, LLC | History | No change | 4,580 | 219 | 0.19% | 0.19% | 43 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Biltmore Family Office, LLC | History | No change | 2,877 | 166 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NBT BANK, N.A. | History | Reduced | 2,557 | 148 | 0.01% | 0.01% | 45 | -10 | -0.39% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,168 | 125 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 2,159 | 125 | 0.05% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,254 | 71 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | New | 1,160 | 67 | 0.0% | — | 50 | +1,160 | New | Q2 2026 | Aug 10, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 1,159 | 67 | 0.03% | 0.05% | 49 | -752 | -39.35% | Q2 2026 | Jul 14, 2026 |
| ASSETMARK, INC | History | New | 1,171 | 66 | 0.0% | — | 51 | +1,171 | New | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | New | 960 | 55 | 0.0% | — | 52 | +960 | New | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 751 | 43 | 0.0% | — | 53 | +751 | New | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 645 | 37 | 0.0% | 0.0% | 54 | +435 | 207.14% | Q2 2026 | Jul 17, 2026 |
| MATHER GROUP, LLC. | History | New | 470 | 27 | 0.0% | — | 55 | +470 | New | Q2 2026 | Jul 27, 2026 |
| Timmons Wealth Management, LLC | History | Reduced | 464 | 26 | 0.02% | 0.02% | 56 | -75 | -13.91% | Q2 2026 | Aug 07, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 351 | 20 | 0.01% | 0.01% | 57 | -31 | -8.12% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Reduced | 110 | 6 | 0.0% | 0.0% | 58 | -2 | -1.79% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 115 | 6 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 95 | 5 | 0.0% | 0.0% | 60 | -5 | -5.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 68 | 3 | 0.0% | 0.0% | 61 | +15 | 28.3% | Q2 2026 | Aug 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BIRCHBROOK, INC. | History | No change | 43 | 2 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 30 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 1.08% | — | -26,493 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Anchor Bay Capital, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |