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
+$33,148,156
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% $127,993,383 +$17,686,575 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 1,037,418 $43,137,014 +$4,295,529 $41.57 18
2025 Q3 5,748,950 $236,810,896 +$33,148,156 $41.21 91
2025 Q2 4,900,649 $206,448,189 -$34,078,049 $40.39 88
2025 Q1 4,841,658 $181,290,265 -$22,645,326 $37.46 82
2024 Q4 5,501,194 $198,736,432 -$48,322,369 $36.09 80
2024 Q3 6,626,623 $254,938,838 -$343,003 $38.46 78
2024 Q2 6,831,958 $243,853,600 -$26,989,368 $35.64 79
2024 Q1 7,525,267 $271,449,033 -$27,332,851 $36.08 83
2023 Q4 1,196 $43,926 +$43,926 $36.73 1
2023 Q3 8,586,301 $299,216,501 +$5,333,471 $34.83 90
2023 Q2 8,526,258 $315,648,032 +$7,042,279 $37.02 95
2023 Q1 8,290,341 $298,917,804 +$48,970,555 $36.05 88
2022 Q4 8,198,501 $285,351,872 +$70,584,530 $34.71 82
2022 Q3 6,510,884 $210,929,133 +$7,678,720 $32.31 71
2022 Q2 6,281,589 $214,534,203 -$121,002,217 $34.17 79
2022 Q1 9,366,537 $346,170,560 +$61,151,317 $36.91 76
2021 Q4 7,661,240 $300,701,014 -$29,997,596 $39.22 79
2021 Q3 8,408,113 $356,154,576 +$23,865,388 $42.36 81
2021 Q2 7,808,201 $341,145,460 +$19,675,651 $43.65 89
2021 Q1 7,369,422 $313,783,598 -$8,823,906 $42.58 82
2020 Q4 7,524,923 $340,372,602 +$54,767,048 $45.25 82
2020 Q3 6,563,744 $274,456,678 +$36,330,367 $41.83 71
2020 Q2 5,467,883 $222,323,873 +$6,512,616 $40.78 72
2020 Q1 5,329,696 $199,753,763 -$42,040,208 $37.44 73
2019 Q4 6,304,560 $276,617,467 -$37,452,665 $43.89 85
2019 Q3 6,900,858 $305,444,120 +$17,142,401 $44.21 80
2019 Q2 4,902,601 $226,680,721 -$9,738,973 $46.24 74
2019 Q1 5,094,044 $223,364,072 +$72,290,751 $43.84 66
2018 Q4 4,187,738 $180,421,178 +$54,286,831 $43.08 64
2018 Q3 2,811,729 $121,245,343 -$19,910,771 $43.12 60
2018 Q2 3,256,592 $144,567,063 -$7,942,466 $44.35 63
2018 Q1 3,526,305 $177,338,380 +$22,114,993 $50.35 72
2017 Q4 3,109,744 $149,914,231 -$4,519,805 $48.20 65
2017 Q3 2,898,811 $139,690,165 +$12,209,410 $48.23 50
2017 Q2 2,351,369 $109,598,603 -$15,114,577 $46.60 43
2017 Q1 2,744,612 $124,901,735 +$31,293,689 $45.44 45
2016 Q4 2,873,224 $123,117,578 -$158,300,967 $42.85 43
2016 Q3 6,371,886 $291,634,107 +$11,604,836 $45.89 60
2016 Q2 6,158,650 $276,512,215 +$89,818,667 $44.89 61
2016 Q1 4,158,393 $180,609,546 -$40,710,849 $43.44 42
2015 Q4 5,082,514 $204,899,982 -$17,275,282 $40.32 39
2015 Q3 5,738,998 $227,795,350 -$19,849,783 $39.69 44
2015 Q2 6,242,963 $272,821,073 +$55,394,608 $43.70 42
2015 Q1 4,974,367 $219,069,303 +$49,961,375 $44.01 39
2014 Q4 3,831,020 $176,765,780 +$16,800,816 $46.14 36
2014 Q3 3,436,443 $166,837,000 +$2,220,901 $48.55 32
2014 Q2 3,339,277 $172,122,000 +$1,450,545 $51.54 34
2014 Q1 3,309,364 $164,429,000 +$13,067,808 $49.69 33