Security Snapshot

iShares J.P. Morgan EM Local Currency Bond ETF - Common Stock (LEMB) Institutional Ownership

CUSIP: 464286517

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

128

Shares (Excl. Options)

11.31MFull value: 11,307,923 · shares · 30 Jun 2026

Price

$42.43

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-1,316,769
Value change
-$53,085,334
Number of holders
128
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
17,330,306
SEC-reported price per share
$42.44
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • LEMB - iShares J.P. Morgan EM Local Currency Bond ETF - Common Stock is tracked under CUSIP 464286517.
  • 128 institutions reported positions in Q2 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 129 to 128 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $527.42MFull value: $527,423,833 · USD · 31 Mar 2026
    to
    $479.46MFull value: $479,456,968 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 128 institutions filings for Q2 2026.

Open SEC evidence

Security key

464286517

13F reference period

Q2 2026

13F holders

128

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
LEMB
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 12% -15% $91,725,263 -$38,607,550 2,171,007 -30% BlackRock Portfolio Management LLC 30 Sep 2026
BlackRock, Inc. 6.2% $45,396,845 1,074,479 BlackRock, Inc. 30 Sep 2026
Bank of New York Mellon Corp 4.2% -33% $27,242,650 +$1,431,172 655,344 +5.5% Bank of New York Mellon Corp 31 Dec 2025
As of 30 Jun 2026, 128 institutional investors reported holding
11.31MFull value: 11,307,923 · shares · 30 Jun 2026
shares of iShares J.P. Morgan EM Local Currency Bond ETF - Common Stock (LEMB). This represents 65% of the company’s total
17.33MFull value: 17,330,306 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
55%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 11% 1,872,525 -5.9% 0% $79,451,235
GOLDMAN SACHS GROUP INC 5.3% 913,372 0% $38,754,374
SCHRODER INVESTMENT MANAGEMENT GROUP 4.5% 786,786 -3.7% 0.02% $33,379,396
Bank of New York Mellon Corp 4.4% 770,516 -2.3% 0.01% $32,692,973
Checchi Capital Advisers, LLC 3.2% 557,661 -0.67% 1.5% $23,661,570
PARTNERS CAPITAL INVESTMENT GROUP, LLP 3% 524,424 -8.2% 0.8% $22,251,327
NORTHERN TRUST CORP 2.5% 429,531 +7.4% 0% $18,225,001
UBS Group AG 2.3% 396,083 +17% 0% $16,805,802
ENVESTNET ASSET MANAGEMENT INC 2.2% 382,103 +23% 0% $16,212,624
Calamos Advisors LLC 1.9% 320,890 +39% 0.05% $13,615,363
STERLING INVESTMENT ADVISORS LLC /ADV 1.6% 282,195 +2.2% 5.4% $11,973,571
Bank Julius Baer & Co. Ltd, Zurich 1.5% 259,234 +456% 0.03% $10,999,288
PRINCIPAL FINANCIAL GROUP INC 1.3% 220,000 0% 0% $9,334,600
ROYAL BANK OF CANADA 1.2% 216,217 -4% 0% $9,173,000
BANK OF AMERICA CORP /DE/ 1.2% 215,635 +8.2% 0% $9,149,414
LPL Financial LLC 1.2% 213,690 +0.57% 0% $9,066,850
WELLS FARGO & COMPANY/MN 1.2% 199,935 +16% 0% $8,483,242
FRANKLIN RESOURCES INC 0.99% 171,776 0% 0% $7,288,456
Apollon Wealth Management, LLC 0.83% 143,459 0.07% $6,086,978
LAM GROUP, INC. 0.82% 142,385 +6.8% 3% $6,041,396
Lifetime Wealth Management P.C. 0.66% 113,623 +1.8% 2.8% $4,821,024
Sarasin & Partners LLP 0.62% 107,858 +0.59% 0.05% $4,576,425
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.61% 105,907 +30% 0.03% $4,484,393
Walkner Condon Financial Advisors LLC 0.57% 98,812 +14% 0.48% $4,192,049
MORGAN STANLEY 0.54% 94,031 -1.5% 0% $3,989,735

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 21,813,921 $80,121,357 -$13,209,218 $42.25 44
2026 Q2 11,307,923 $479,456,968 -$53,085,334 $42.43 128
2026 Q1 12,933,204 $527,423,833 +$90,907,624 $40.80 129
2025 Q4 10,712,726 $445,342,727 +$198,951,605 $41.57 109
2025 Q3 5,748,950 $236,810,896 +$33,148,105 $41.21 91
2025 Q2 4,900,649 $206,448,189 -$34,078,023 $40.39 88
2025 Q1 4,841,658 $181,290,265 -$22,645,307 $37.46 82
2024 Q4 5,501,211 $198,736,992 -$48,321,750 $36.09 80
2024 Q3 6,626,623 $254,938,838 -$342,997 $38.46 78
2024 Q2 6,831,958 $243,853,600 -$27,033,998 $35.64 79
2024 Q1 7,526,504 $271,493,658 -$28,023,103 $36.08 84
2023 Q4 8,358,217 $306,720,411 -$83,398,617 $36.72 89
2023 Q3 10,440,392 $363,794,491 +$4,069,570 $34.83 89
2023 Q2 10,354,367 $383,314,718 +$14,200,897 $37.02 96
2023 Q1 9,925,512 $357,861,668 +$57,788,729 $36.05 91
2022 Q4 8,215,221 $285,932,214 +$62,135,848 $34.71 83
2022 Q3 6,638,312 $215,046,332 +$7,174,129 $32.31 73
2022 Q2 6,411,845 $218,976,021 -$112,895,060 $34.17 81
2022 Q1 9,366,537 $346,170,560 +$62,036,422 $36.91 76
2021 Q4 7,866,339 $308,745,014 -$32,002,732 $39.22 81
2021 Q3 8,534,100 $361,531,375 +$29,370,902 $42.36 80
2021 Q2 7,776,626 $339,467,460 +$18,075,589 $43.65 87
2021 Q1 7,402,992 $315,213,008 -$7,394,502 $42.58 83
2020 Q4 7,524,923 $340,372,602 +$54,767,138 $45.25 82
2020 Q3 6,563,744 $274,456,678 +$32,000,992 $41.83 71
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