iShares, Inc. - LEMB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 3,370,325 | 140,104 | 0.0% | 0.0% | 1 | +3,176,956 | 1642.95% | Q4 2025 | Feb 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 794,356 | 33,013 | 0.03% | — | 2 | +794,356 | New | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 655,344 | 27,242 | 0.0% | 0.0% | 3 | +34,428 | 5.54% | Q4 2025 | Feb 10, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 616,576 | 25,631 | 1.31% | 1.33% | 4 | -3,742 | -0.6% | Q4 2025 | Jan 27, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | New | 385,814 | 16,038 | 0.6% | — | 5 | +385,814 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 277,312 | 11,527 | 0.0% | 0.0% | 6 | +190,196 | 218.32% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 276,625 | 11,499 | 0.0% | 0.0% | 7 | +215,462 | 352.28% | Q4 2025 | Feb 11, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 274,614 | 11,415 | 5.52% | 5.48% | 8 | +6,343 | 2.36% | Q4 2025 | Jan 14, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 245,517 | 10,206 | 0.79% | 0.78% | 9 | -33,096 | -11.88% | Q4 2025 | Feb 11, 2026 |
| Calamos Advisors LLC | History | New | 230,390 | 9,577 | 0.04% | — | 10 | +230,390 | New | Q4 2025 | Jan 29, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 222,468 | 9,248 | 0.49% | 0.44% | 11 | +23,763 | 11.96% | Q4 2025 | Jan 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 220,000 | 9,145 | 0.0% | 0.0% | 12 | +90,000 | 69.23% | Q4 2025 | Feb 02, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 182,979 | 7,606 | 0.08% | 0.08% | 13 | +2,488 | 1.38% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 182,182 | 7,573 | 0.0% | 0.0% | 14 | +23,560 | 14.85% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 179,357 | 7,456 | 0.0% | — | 15 | +179,357 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 162,576 | 6,758 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 139,079 | 5,781 | 0.0% | 0.0% | 17 | -601 | -0.43% | Q4 2025 | Jan 29, 2026 |
| Leo Wealth, LLC | History | Added to | 137,572 | 5,720 | 0.41% | 0.4% | 18 | +63,520 | 85.78% | Q4 2025 | Jan 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 134,616 | 5,595 | 0.0% | 0.0% | 19 | +27,237 | 25.37% | Q4 2025 | Feb 13, 2026 |
| MASECO LLP | History | New | 125,024 | 5,196 | 0.23% | — | 20 | +125,024 | New | Q4 2025 | Jan 22, 2026 |
| LAM GROUP, INC. | History | Added to | 122,170 | 5,078 | 2.91% | 2.6% | 21 | +20,455 | 20.11% | Q4 2025 | Jan 23, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 119,900 | 4,984 | 0.23% | 0.2% | 22 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Lifetime Wealth Management P.C. | History | New | 115,191 | 4,788 | 3.01% | — | 23 | +115,191 | New | Q4 2025 | Mar 25, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 95,534 | 3,971 | 1.27% | 1.22% | 24 | +7,816 | 8.91% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 90,348 | 3,755 | 0.0% | 0.0% | 25 | +25,614 | 39.57% | Q4 2025 | Feb 17, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 81,195 | 3,384 | 0.02% | 0.02% | 26 | +14,723 | 22.15% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 78,073 | 3,245 | 0.0% | 0.0% | 27 | +34,879 | 80.75% | Q4 2025 | Feb 13, 2026 |
| New Capital Management LP | History | Added to | 63,383 | 2,634 | 0.66% | 0.68% | 28 | +202 | 0.32% | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 60,817 | 2,528 | 0.01% | 0.01% | 29 | +13,508 | 28.55% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 59,560 | 2,475 | 0.01% | — | 30 | +59,560 | New | Q4 2025 | Feb 13, 2026 |
| Haven Private, LLC | History | Added to | 56,552 | 2,350 | 1.03% | 0.95% | 31 | +4,472 | 8.59% | Q4 2025 | Feb 12, 2026 |
| Obsido Oy | History | Added to | 51,112 | 2,124 | 1.3% | 1.35% | 32 | +1,961 | 3.99% | Q4 2025 | Feb 17, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 44,624 | 1,855 | 1.82% | — | 33 | +44,624 | New | Q4 2025 | Feb 03, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 41,600 | 1,729 | 0.82% | 1.06% | 34 | -6,400 | -13.33% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 36,118 | 1,501 | 0.0% | 0.0% | 35 | +28,888 | 399.56% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 35,349 | 1,477 | 0.0% | 0.0% | 36 | +3,428 | 10.74% | Q4 2025 | Jan 08, 2026 |
| Nilsine Partners, LLC | History | Added to | 35,383 | 1,470 | 0.13% | 0.13% | 37 | +735 | 2.12% | Q4 2025 | Jan 15, 2026 |
| Pictet North America Advisors SA | History | Reduced | 30,672 | 1,275 | 0.12% | 0.12% | 38 | -110 | -0.36% | Q4 2025 | Jan 16, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 30,637 | 1,273 | 0.02% | 0.02% | 39 | +752 | 2.52% | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 30,001 | 1,247 | 0.0% | 0.0% | 40 | -8,849 | -22.78% | Q4 2025 | Feb 17, 2026 |
| RHS Financial, LLC | History | Reduced | 29,272 | 1,216 | 0.59% | 0.82% | 41 | -9,104 | -23.72% | Q4 2025 | Jan 16, 2026 |
| KITCHING PARTNERS, LLC | History | New | 28,203 | 1,172 | 1.07% | — | 42 | +28,203 | New | Q4 2025 | Feb 18, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 27,386 | 1,138 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VICUS CAPITAL | History | Added to | 26,344 | 1,095 | 0.08% | 0.03% | 44 | +15,901 | 152.26% | Q4 2025 | Jan 22, 2026 |
| Client First Investment Management LLC | History | Added to | 26,223 | 1,090 | 0.57% | 0.29% | 45 | +12,595 | 92.42% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 25,711 | 1,068 | 0.0% | 0.0% | 46 | +13,908 | 117.83% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 25,308 | 1,052 | 0.0% | 0.0% | 47 | +3,414 | 15.59% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 25,279 | 1,050 | 0.0% | — | 48 | +25,279 | New | Q4 2025 | Feb 17, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 24,352 | 1,012 | 0.01% | 0.01% | 49 | +239 | 0.99% | Q4 2025 | Jan 05, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 23,308 | 966 | 0.55% | 0.54% | 50 | +512 | 2.25% | Q4 2025 | Feb 17, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 22,701 | 943 | 0.26% | 0.25% | 51 | -1,499 | -6.19% | Q4 2025 | Feb 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 19,630 | 816 | 0.0% | — | 52 | +19,630 | New | Q4 2025 | Feb 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 19,350 | 803 | 0.11% | 0.12% | 53 | +1,096 | 6.0% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | New | 17,203 | 715 | 0.0% | — | 54 | +17,203 | New | Q4 2025 | Feb 11, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 15,094 | 630 | 0.15% | 0.16% | 55 | +80 | 0.53% | Q4 2025 | Jan 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 14,923 | 620 | 0.0% | 0.0% | 56 | +3,992 | 36.52% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 14,450 | 600 | 0.0% | 0.0% | 57 | +65 | 0.45% | Q4 2025 | Jan 29, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 11,575 | 481 | 0.33% | 0.34% | 58 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| M&T BANK CORP | History | Added to | 11,530 | 479 | 0.0% | 0.0% | 59 | +4,046 | 54.06% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 11,136 | 462 | 0.0% | 0.0% | 60 | +175 | 1.6% | Q4 2025 | Feb 18, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 10,470 | 435 | 0.02% | 0.01% | 61 | +2,540 | 32.03% | Q4 2025 | Jan 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 10,254 | 426 | 0.0% | 0.0% | 62 | +382 | 3.87% | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 10,030 | 417 | 0.0% | — | 63 | +10,030 | New | Q4 2025 | Jan 05, 2026 |
| Pathstone Holdings, LLC | History | New | 9,927 | 412 | 0.0% | — | 64 | +9,927 | New | Q4 2025 | Feb 13, 2026 |
| WBH ADVISORY INC | History | New | 9,382 | 390 | 0.03% | — | 65 | +9,382 | New | Q4 2025 | Jan 26, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 8,953 | 372 | 0.0% | 0.0% | 66 | -27,035 | -75.12% | Q4 2025 | Feb 12, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 8,700 | 366 | 0.09% | — | 67 | +8,700 | New | Q4 2025 | Jan 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 8,729 | 362 | 0.0% | — | 68 | +8,729 | New | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | New | 8,370 | 347 | 0.01% | — | 69 | +8,370 | New | Q4 2025 | Feb 19, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 7,629 | 317 | 0.01% | 0.0% | 70 | +4,825 | 172.08% | Q4 2025 | Feb 06, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 7,612 | 316 | 0.0% | 0.0% | 71 | -254 | -3.23% | Q4 2025 | Feb 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 7,526 | 312 | 0.01% | 0.01% | 72 | +294 | 4.07% | Q4 2025 | Feb 09, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 6,959 | 289 | 0.06% | 0.06% | 73 | +387 | 5.89% | Q4 2025 | Jan 05, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,520 | 271 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Trivium Point Advisory, LLC | History | No change | 6,100 | 253 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 6,070 | 252 | 0.04% | 0.04% | 76 | +60 | 1.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,863 | 243 | 0.0% | 0.0% | 77 | +729 | 14.2% | Q4 2025 | Feb 17, 2026 |
| Tortoise Investment Management, LLC | History | No change | 5,750 | 239 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,684 | 236 | 0.0% | 0.0% | 79 | +385 | 7.27% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,486 | 228 | 0.0% | 0.0% | 80 | -7,178 | -56.68% | Q4 2025 | Feb 02, 2026 |
| HRT FINANCIAL LP | History | New | 5,160 | 214 | 0.0% | — | 81 | +5,160 | New | Q4 2025 | Feb 12, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 5,089 | 211 | 0.14% | 0.15% | 82 | -461 | -8.31% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Reduced | 5,003 | 207 | 0.0% | 0.0% | 83 | -1,123 | -18.33% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 4,964 | 206 | 0.02% | 0.13% | 84 | -20,801 | -80.73% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 4,308 | 179 | 0.0% | 0.0% | 85 | +261 | 6.45% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 4,091 | 170 | 0.0% | 0.0% | 86 | +3,762 | 1143.47% | Q4 2025 | Jan 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 3,300 | 137 | 0.0% | — | 87 | +3,300 | New | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 3,141 | 130 | 0.0% | 0.0% | 88 | +3,000 | 2127.66% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,879 | 119 | 0.0% | 0.0% | 89 | +1,795 | 165.59% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,802 | 116 | 0.0% | — | 90 | +2,802 | New | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | New | 2,787 | 115 | 0.01% | — | 91 | +2,787 | New | Q4 2025 | Jan 26, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 2,192 | 91 | 0.01% | — | 92 | +2,192 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,512 | 62 | 0.0% | — | 93 | +1,512 | New | Q4 2025 | Feb 11, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 1,500 | 62 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 873 | 36 | 0.0% | 0.0% | 95 | +218 | 33.28% | Q4 2025 | Mar 16, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 882 | 36 | 0.0% | 0.0% | 96 | -20 | -2.22% | Q4 2025 | Jan 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 623 | 25 | 0.0% | 0.0% | 97 | -189 | -23.28% | Q4 2025 | Feb 12, 2026 |
| Red Tortoise LLC | History | Added to | 521 | 21 | 0.01% | 0.01% | 98 | +12 | 2.36% | Q4 2025 | Jan 22, 2026 |
| Bogart Wealth, LLC | History | No change | 269 | 11 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 230 | 9 | 0.0% | 0.0% | 100 | +196 | 576.47% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 205 | 8 | 0.0% | — | 101 | +205 | New | Q4 2025 | Feb 17, 2026 |
| Park Place Capital Corp | History | New | 168 | 6 | 0.0% | — | 103 | +168 | New | Q4 2025 | Jan 09, 2026 |
| Front Row Advisors LLC | History | No change | 150 | 6 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 102 | 4 | 0.0% | 0.0% | 104 | -4 | -3.77% | Q4 2025 | Feb 03, 2026 |
| Arlington Trust Co LLC | History | New | 90 | 3 | 0.0% | — | 106 | +90 | New | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 71 | 3 | 0.0% | 0.0% | 105 | +14 | 24.56% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 57 | 2 | 0.0% | — | 107 | +57 | New | Q4 2025 | Feb 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -58,956 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -49,835 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Endowment Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.61% | — | -32,844 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,350 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Tanager Wealth Management LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -8,253 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,550 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -869 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Arax Advisory Partners | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 13, 2026 |