iShares, Inc. - LEMB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 1,872,525 | 79,451 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 913,372 | 38,754 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 786,786 | 33,379 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 770,516 | 32,692 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 557,661 | 23,661 | 1.07% | 1.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 524,424 | 22,251 | 0.78% | 0.78% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 429,531 | 18,225 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 396,083 | 16,805 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 382,103 | 16,212 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Calamos Advisors LLC | History | No change | 320,890 | 13,615 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | No change | 282,195 | 11,973 | 5.38% | 5.38% | 11 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 259,234 | 10,999 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 220,000 | 9,334 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 216,217 | 9,173 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 215,635 | 9,149 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 213,690 | 9,066 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 199,935 | 8,483 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 171,776 | 7,288 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 143,459 | 6,086 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LAM GROUP, INC. | History | No change | 142,385 | 6,041 | 3.0% | 3.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 113,623 | 4,821 | 2.81% | 2.81% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sarasin & Partners LLP | History | No change | 107,858 | 4,576 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 105,907 | 4,484 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 98,812 | 4,192 | 0.48% | 0.48% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 94,031 | 3,989 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Capital Management LP | History | No change | 90,597 | 3,844 | 0.88% | 0.88% | 26 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MASECO LLP | History | No change | 90,021 | 3,819 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 89,814 | 3,810 | 2.74% | 2.74% | 28 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 73,373 | 3,113 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 63,585 | 2,697 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOSTER & MOTLEY INC | History | No change | 58,413 | 2,478 | 0.11% | 0.11% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 54,883 | 2,328 | 2.0% | 2.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Obsido Oy | History | No change | 53,050 | 2,250 | 1.2% | 1.2% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 52,995 | 2,228 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 51,013 | 2,164 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RHS Financial, LLC | History | No change | 47,245 | 2,004 | 0.81% | 0.81% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 46,468 | 1,971 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 44,701 | 1,896 | 0.39% | 0.39% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 44,206 | 1,874 | 0.4% | 0.4% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Haven Private, LLC | History | No change | 39,458 | 1,674 | 0.64% | 0.64% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nilsine Partners, LLC | History | No change | 36,296 | 1,540 | 0.11% | 0.11% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 34,336 | 1,456 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 33,579 | 1,425 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pictet North America Advisors SA | History | No change | 33,309 | 1,413 | 0.12% | 0.12% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FMR LLC | History | No change | 31,874 | 1,352 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 30,755 | 1,304 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Forum Finance Group S.A. | History | No change | 37,970 | 1,302 | 0.47% | 0.47% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 30,396 | 1,294 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 27,600 | 1,171 | 0.4% | 0.4% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BARINGS LLC | History | No change | 25,700 | 1,090 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICUS CAPITAL | History | No change | 24,465 | 1,038 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Betterment LLC | History | No change | 22,550 | 957 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 22,524 | 953 | 0.5% | 0.5% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alteri Wealth LLC | History | No change | 21,099 | 895 | 0.25% | 0.25% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 20,681 | 877 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keystone Global Partners, LLC | History | No change | 19,287 | 818 | 0.31% | 0.31% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 17,174 | 728 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 16,457 | 698 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,069 | 681 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 15,877 | 670 | 0.14% | 0.14% | 60 | +318 | 2.04% | Q3 2026 | Oct 07, 2026 |
| Chesley Taft & Associates LLC | History | No change | 15,560 | 660 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 15,520 | 658 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 15,295 | 648 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OAK FAMILY ADVISORS, LLC | History | No change | 15,180 | 644 | 0.16% | 0.16% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| M Wealth Management, LLC | History | No change | 13,588 | 576 | 0.45% | 0.45% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 13,533 | 574 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 13,350 | 566 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Assets Advisory, LLC | History | No change | 12,681 | 537 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 12,600 | 534 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 11,575 | 491 | 0.31% | 0.31% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,454 | 485 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 11,263 | 477 | 0.32% | 0.32% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maridea Wealth Management LLC | History | No change | 11,170 | 473 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| M&T BANK CORP | History | No change | 11,030 | 468 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 10,159 | 431 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pathstone Holdings, LLC | History | No change | 9,927 | 421 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 9,904 | 420 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,860 | 418 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WBH ADVISORY INC | History | No change | 9,465 | 401 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trivium Point Advisory, LLC | History | No change | 9,450 | 400 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,261 | 392 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Interchange Capital Partners, LLC | History | No change | 8,346 | 354 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Purpose Unlimited Inc. | History | No change | 8,173 | 352 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 8,230 | 349 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 8,208 | 346 | 0.06% | 0.06% | 85 | +874 | 11.92% | Q3 2026 | Oct 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 7,938 | 336 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 7,857 | 333 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,865 | 333 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 7,329 | 310 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,123 | 302 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Advisors Network LLC | History | No change | 6,582 | 279 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,520 | 276 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tortoise Investment Management, LLC | History | No change | 5,750 | 243 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,562 | 235 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | No change | 5,384 | 228 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 5,335 | 226 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Composition Wealth, LLC | History | No change | 5,162 | 219 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,810 | 204 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 4,135 | 175 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 3,700 | 156 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,477 | 147 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Regatta Research & Money Management | History | No change | 3,432 | 145 | 0.14% | 0.14% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2,257 | 95 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,800 | 76 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,629 | 69 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,552 | 65 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,512 | 64 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Financial Strategies CORP | History | No change | 953 | 40 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 882 | 37 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 882 | 37 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 623 | 26 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 432 | 18 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atomic Invest LLC | History | No change | 422 | 17 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 360 | 15 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Breakwater Investment Management | History | No change | 313 | 13 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 269 | 11 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Park Place Capital Corp | History | No change | 174 | 7 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | No change | 158 | 7 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Front Row Advisors LLC | History | No change | 150 | 6 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 118 | 4 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | No change | 98 | 4 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arlington Trust Co LLC | History | No change | 90 | 3 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AE Wealth Management LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 47 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 40 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITIGROUP INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |