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Get Institutions for : 
iShares JPMorgan USD Emerg Markets Bond (EMB)  
$88.58 0.72 (0.82%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 770    11
Total shares held : 
142,151,112  
% of shares held : 
8.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
14,802,363  
% of shares held change : 
  0.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$81.27  
Last Quarter's Ending Price : 
$89.06  
Last Quarter's Average Price
$84.22  
Change from last quarter's     
avg. price to the last closing  : 
4.36 (5.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
60
 1,855,629
 1.31%
 
Increased Positions :
298
 26,779,122
 18.84%
 
Unchanged Positions :
129
 5,010,592
 3.52%
 
Decreased Positions :
283
-10,353,590
-7.28%
 
Closed Positions :
71
-3,478,798
-2.45%
 
Guru Positions :
1
179
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Genus Capital Management Inc. 2 *Closed 2023-12-31 0 $0 -38,910
   Sigma Planning Corp 865 *Closed 2023-12-31 0 $0 -6,072
   COWEN AND COMPANY LLC 505 *Closed 2023-12-31 0 $0 -4,298
   Melone Private Wealth LLC 49 *Closed 2023-12-31 0 $0 -5,159
   Trilogy Capital Inc. 289 *Closed 2024-03-31 0 $0 -2,529
   Pensionmark Financial Group LLC 380 *Closed 2023-12-31 0 $0 -3,942
   BALDWIN BROTHERS INC/MA 669 *Closed 2024-03-31 0 $0 -33
   Williams Financial LLC 25 *Closed 2024-03-31 0 $0 -11,182
   WCG Wealth Advisors LLC 314 *Closed 2023-12-31 0 $0 -12,265
   Compagnie Lombard Odier SCA 549 *Closed 2023-12-31 0 $0 -900
   Your Advocates Ltd. LLP 215 *Closed 2023-12-31 0 $0 -1
   Gallagher Fiduciary Advisors LLC 182 *Closed 2023-12-31 0 $0 -2,666
   GPS Wealth Strategies Group LLC 1234 *Closed 2023-12-31 0 $0 -21
   Wealth CMT 17 *Closed 2023-06-30 0 $0 -10,536
   BRYN MAWR TRUST CO/PA 337 *Closed 2023-09-30 0 $0 -5,335
   McGlone Suttner Wealth Management Inc. 415 *Closed 2024-03-31 0 $0 -12
   Border to Coast Pensions Partnership Ltd 81 *Closed 2024-03-31 0 $0 -446,000
   Kalos Management Inc. 200 *Closed 2023-06-30 0 $0 -198
   Millburn Ridgefield Corp 183 *Closed 2024-03-31 0 $0 -224,199
   WHITE BAY PT LLC 490 *Closed 2023-12-31 0 $0 -1
   HHM Wealth Advisors LLC 745 *Closed 2023-12-31 0 $0 -42
   GFS ADVISORS, LLC 149 *Closed 2024-03-31 0 $0 -2,610
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1023 *Closed 2023-12-31 0 $0 -332
   HANSON INVESTMENT MANAGEMENT 472 *Closed 2024-03-31 0 $0 -9
   DLK Investment Management LLC 109 *Closed 2024-03-31 0 $0 -4,396
   STATE OF WISCONSIN INVESTMENT BOARD 2463 *Closed 2023-12-31 0 $0 -483,947
   Providence Capital Advisors LLC 332 *Closed 2023-12-31 0 $0 -115
   Fortitude Family Office LLC 976 *Closed 2024-03-31 0 $0 -61
   Intellectus Partners LLC 254 *Closed 2023-12-31 0 $0 -13,534
   OneAscent Wealth Management LLC 175 *Closed 2024-03-31 0 $0 -4,287
   Beaird Harris Wealth Management LLC 573 *Closed 2023-12-31 0 $0 -1
   DAVIDSON D A & CO 1349 *Closed 2023-12-31 0 $0 -2,640
   Integrity Financial Corp /WA 215 *Closed 2023-12-31 0 $0 -3
   Ground Swell Capital LLC 84 *Closed 2023-12-31 0 $0 -2,878
   Conservest Capital Advisors Inc. 111 *Closed 2023-12-31 0 $0 -27,601
   Stonebridge Capital Advisors LLC 566 *Closed 2023-12-31 0 $0 -91
   WEST COAST FINANCIAL LLC 166 *Closed 2024-03-31 0 $0 -2,719
   Fiduciary Alliance LLC 198 *Closed 2024-03-31 0 $0 -2,526
   COLLECTIVE FAMILY OFFICE LLC 182 *Closed 2024-03-31 0 $0 -3,200
   Wealth Quarterback LLC 122 *Closed 2023-12-31 0 $0 -2,477
   SYM FINANCIAL CORPORATION 186 *Closed 2023-12-31 0 $0 -60
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 678 *Closed 2023-12-31 0 $0 -4,687
   Intercontinental Wealth Advisors LLC 309 *Closed 2023-06-30 0 $0 -2,537
   CANADA PENSION PLAN INVESTMENT BOARD 1137 *Closed 2023-12-31 0 $0 -300,000
   Eagle Strategies LLC 298 *Closed 2024-03-31 0 $0 -2,811
   VeraBank N.A. 142 *Closed 2023-12-31 0 $0 -3,269
   NewEdge Wealth LLC 737 *Closed 2023-12-31 0 $0 -3,195
   WALLEYE TRADING LLC 1805 *Closed 2023-12-31 0 $0 -1,581
   Wealth Advisory Solutions LLC 128 *Closed 2024-03-31 0 $0 -2,358
   Koshinski Asset Management Inc. 557 *Closed 2023-12-31 0 $0 -5,620
   ATTICUS WEALTH MANAGEMENT LLC 548 *Closed 2024-03-31 0 $0 -12
   Hibernia Wealth Partners LLC 147 *Closed 2023-12-31 0 $0 -46
   Lehman & Derafelo Financial Resources LLC 207 *Closed 2022-12-31 0 $0 -149
   Riggs Asset Managment Co. Inc. 423 *Closed 2023-12-31 0 $0 -41,205
   ABNER HERRMAN & BROCK LLC 91 *Closed 2024-03-31 0 $0 -8,000
   BROWN BROTHERS HARRIMAN & CO 1233 *Closed 2023-12-31 0 $0 -436
   FIRST FINANCIAL BANK - TRUST DIVISION 205 *Closed 2024-03-31 0 $0 -2,595
   Belpointe Asset Management LLC 756 *Closed 2023-12-31 0 $0 -3,553
   Polaris Wealth Advisers LLC 174 *Closed 2023-09-30 0 $0 -113,398
   Kingdom Financial Group LLC. 81 *Closed 2023-12-31 0 $0 -3,139
   PITCAIRN CO 641 *Closed 2023-12-31 0 $0 -2,869
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -48
   Capital Planning LLC 82 *Closed 2024-03-31 0 $0 -12,132
   Dai-Ichi Life Insurance Company Ltd 470 *Closed 2023-12-31 0 $0 -3,803
   HOLLENCREST SECURITIES LLC 1139 *Closed 2023-12-31 0 $0 -104
   ST GERMAIN D J CO INC 837 *Closed 2024-03-31 0 $0 -43
   SageView Advisory Group LLC 674 *Closed 2023-12-31 0 $0 -184,309
   Levin Easterly Partners LLC 200 *Closed 2023-12-31 0 $0 -4,097
   BANK OF NOVA SCOTIA / 1016 *Closed 2023-12-31 0 $0 -2,154,433
   CALDWELL SUTTER CAPITAL INC. 952 *Closed 2024-03-31 0 $0 -47
   Clear Perspectives Financial Planning LLC 234 *Closed 2023-03-31 0 $0 -11
   Itau Unibanco Holding S.A. 522 *Closed 2023-12-31 0 $0 -37,502
   HILTON CAPITAL MANAGEMENT, LLC 162 *Closed 2023-12-31 0 $0 -2,450
   Prestige Wealth Management Group LLC 1043 *Closed 2024-03-31 0 $0 -14
   VOISARD ASSET MANAGEMENT GROUP INC. 389 *Closed 2024-03-31 0 $0 -118
   TWELE CAPITAL MANAGEMENT, INC. 40 *Closed 2024-03-31 0 $0 -116,865
   Claro Advisors LLC 428 *Closed 2024-03-31 0 $0 -7,202
   CIBC WORLD MARKETS INC. 1237 *Closed 2023-12-31 0 $0 -3,079
   Money Design Co.Ltd. 78 *Closed 2024-03-31 0 $0 -117,832
   CAMBRIDGE TRUST CO 745 *Closed 2023-12-31 0 $0 -911
   MARQUETTE ASSET MANAGEMENT INC. 304 *Closed 2023-12-31 0 $0 -559
   Symmetry Partner LLC 550 *Closed 2024-03-31 0 $0 -84,655
   KICKSTAND VENTURES LLC. 106 *Closed 2023-12-31 0 $0 -6,928
   Savior LLC 91 *Closed 2023-12-31 0 $0 -385
   REGIMEN WEALTH LLC 68 *Closed 2023-12-31 0 $0 -2,685
   TRUSTCORE FINANCIAL SERVICES LLC 1158 *Closed 2022-12-31 0 $0 -205
   Allie Family Office LLC 76 *Closed 2023-12-31 0 $0 -10,000
   SALEM INVESTMENT COUNSELORS INC 1197 *Closed 2024-03-31 0 $0 -1
   KARLINSKI ANDREW C 135 *Closed 2022-12-31 0 $0 -1,174
   RCS Financial Planning LLC 74 *Closed 2024-03-31 0 $0 -2,369
   Symmetry Investments LP 164 *Closed 2023-12-31 0 $0 -9,842
   MAVEN SECURITIES Ltd 352 *Closed 2023-12-31 0 $0 -15,785

  92 Records found
  1    
  Page 1 of 1
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