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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
LEMB
Shares outstanding
15,627,934
Price per share
$41.57
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
5,748,950
Total reported value
$236,810,896
% of total 13F portfolios
0%
Share change
+797,906
Value change
+$33,148,164
Number of holders
91
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares J.P. Morgan EM Local Currency Bond ETF - Common Stock (LEMB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 20% -22% $127,993,075 +$17,686,533 3,078,703 +16% BlackRock Portfolio Management LLC 31 Dec 2025
Bank of New York Mellon Corp 6.2% -18% $25,587,948 -$5,263,712 620,916 -17% Bank of New York Mellon Corp 30 Sep 2025

As of 30 Sep 2025, 91 institutional investors reported holding 5,748,950 shares of iShares J.P. Morgan EM Local Currency Bond ETF - Common Stock (LEMB). This represents 37% of the company’s total 15,627,934 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares J.P. Morgan EM Local Currency Bond ETF - Common Stock (LEMB) together control 31% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SCHRODER INVESTMENT MANAGEMENT GROUP 4.9% 766,502 +3.3% 0.02% $31,533,892
Bank of New York Mellon Corp 4% 620,916 -2.2% 0% $25,587,942
Checchi Capital Advisers, LLC 4% 620,318 -1.2% 1.8% $25,563,300
Motley Fool Wealth Management, LLC 1.8% 278,613 0.78% $11,481,641
STERLING INVESTMENT ADVISORS LLC /ADV 1.7% 268,271 +333% 5.5% $11,055,484
FOSTER & MOTLEY INC 1.3% 198,705 +48% 0.44% $8,189,000
BlackRock, Inc. 1.2% 193,369 +19% 0% $7,968,737
RWA WEALTH PARTNERS, LLC 1.2% 180,491 +7.3% 0.08% $7,438,034
FRANKLIN RESOURCES INC 1% 162,576 0% $6,699,757
ROYAL BANK OF CANADA 1% 160,450 +2.4% 0% $6,612,000
BANK OF AMERICA CORP /DE/ 1% 158,622 +82% 0% $6,536,826
UBS Group AG 0.89% 139,680 -10% 0% $5,756,213
PRINCIPAL FINANCIAL GROUP INC 0.83% 130,000 +136% 0% $5,357,300
Ocean Park Asset Management, LLC 0.77% 119,900 0.2% $4,941,079
WELLS FARGO & COMPANY/MN 0.69% 107,379 +10% 0% $4,425,089
LAM GROUP, INC. 0.65% 101,715 +20% 2.6% $4,191,675
Private Wealth Advisors, LLC 0.56% 87,718 -5.2% 1.4% $3,614,842
ENVESTNET ASSET MANAGEMENT INC 0.56% 87,116 -15% 0% $3,590,069
Leo Wealth, LLC 0.47% 74,052 -42% 0.4% $3,051,687
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.43% 66,472 +8.3% 0.02% $2,736,848
NORTHERN TRUST CORP 0.41% 64,734 +30% 0% $2,667,688
New Capital Management LP 0.4% 63,181 +22% 0.68% $2,603,689
LPL Financial LLC 0.39% 61,163 +221% 0% $2,520,540
FLOW TRADERS U.S. LLC 0.38% 58,956 +17% 0.1% $2,430,000
Haven Private, LLC 0.33% 52,080 +12% 0.95% $2,146,217

Institutional Holders of iShares J.P. Morgan EM Local Currency Bond ETF - Common Stock (LEMB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 817,113 $33,978,173 +$1,600,427 $41.57 15
2025 Q3 5,748,950 $236,810,896 +$33,148,164 $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
2020 Q2 5,467,883 $222,323,873 +$2,025,952 $40.78 72
2020 Q1 5,449,720 $204,247,379 -$42,577,111 $37.44 75
2019 Q4 6,438,627 $282,501,668 -$32,454,410 $43.89 86
2019 Q3 6,920,898 $306,330,088 +$18,027,849 $44.21 82
2019 Q2 5,878,876 $271,822,571 -$19,645,095 $46.24 76
2019 Q1 6,349,090 $278,383,826 +$92,813,314 $43.84 69
2018 Q4 4,254,921 $183,314,901 -$104,879,168 $43.08 67
2018 Q3 5,303,540 $282,910,068 +$1,507,796 $43.12 63
2018 Q2 5,412,284 $279,764,837 +$124,073,325 $44.35 67
2018 Q1 3,526,345 $177,340,394 +$22,109,638 $50.35 73
2017 Q4 3,112,474 $150,045,943 -$4,541,023 $48.20 67
2017 Q3 2,937,670 $141,563,882 +$11,637,250 $48.23 51
2017 Q2 2,682,425 $125,030,059 -$14,641,604 $46.60 48
2017 Q1 3,005,691 $136,764,735 +$27,833,440 $45.44 47
2016 Q4 2,873,224 $123,117,578 -$158,310,027 $42.85 43
2016 Q3 6,371,886 $291,634,107 +$11,604,824 $45.89 60
2016 Q2 6,158,650 $276,512,215 +$89,818,643 $44.89 61
2016 Q1 4,158,393 $180,609,546 -$40,745,142 $43.44 42
2015 Q4 5,082,514 $204,899,982 -$17,275,297 $40.32 39
2015 Q3 5,738,998 $227,795,350 -$19,849,787 $39.69 44
2015 Q2 6,242,963 $272,821,073 +$55,394,598 $43.70 42
2015 Q1 4,974,367 $219,069,303 +$49,961,361 $44.01 39
2014 Q4 3,831,020 $176,765,780 +$16,800,806 $46.14 36
2014 Q3 3,436,443 $166,837,000 +$2,220,897 $48.55 32
2014 Q2 3,339,277 $172,122,000 +$1,650,549 $51.54 34
2014 Q1 3,309,364 $164,429,000 -$26,889,112 $49.69 32