13F Insight
DOSSIER · 13F Holders · Q1 2026
EMXF

ISHARES TR

63 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E742·63 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$45M
visible holders
Holders
63
filers reporting
Concentration
24.29%
SEI INVESTMENTS CO #1
top holder share
AI Holders Summary · Q1 2026

63 institutions reported EMXF in Q1 2026. SEI INVESTMENTS CO leads at 24.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
SEI INVESTMENTS CO
CIK 0000350894
$11M229K0.01%Q1 202602
BAILARD, INC.
CIK 0000750641
$6M127K0.14%Q1 202603
Invera Wealth Advisors, LLC
CIK 0001976780
$5M107K3.28%Q1 202604
Values Added Financial LLC
CIK 0001973921
$4M87K1.76%Q1 202605
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$3M59K0.03%Q1 202606
Balanced Rock Investment Advisors LLC
CIK 0002011851
$2M44K1.47%Q1 202607
Strategic Financial Planning, Inc.
CIK 0001802277
$2M26K1.08%Q1 202608
Atlantic Private Wealth, LLC
CIK 0001893143
$2M34K1.06%Q1 202609
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$1M31K0.04%Q1 202610
Walkner Condon Financial Advisors LLC
CIK 0001817494
$1M25K0.16%Q1 202611
Plum Street Advisors, LLC
CIK 0002068236
$1M23K0.39%Q1 202612
LAZARD ASSET MANAGEMENT LLC
CIK 0001207017
$1M22K0.00%Q1 202613
Creative Planning
CIK 0001540235
$1M21K0.00%Q1 202614
SageView Advisory Group, LLC
CIK 0001914558
$933K20K0.03%Q4 202515
ROYAL BANK OF CANADA
CIK 0001000275
$737K15K0.00%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$734K15K0.00%Q1 202617
Pathstone Holdings, LLC
CIK 0002011612
$612K13K0.00%Q1 202618
GOULD ASSET MANAGEMENT LLC /CA/
CIK 0001091961
$600K13K0.10%Q1 202619
Beacon Pointe Advisors, LLC
CIK 0001744317
$512K11K0.00%Q1 202620
Ally Invest Advisors Inc.
CIK 0001706013
$493K10K0.03%Q1 2026
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