Stock ownership · SEC 13F · Q4 2025

ISHARES MSCI EMERGING

Who owns ISHARES MSCI EMERGING (CUSIP 464287234)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$2.9M
Reported value
9
Institutions
98%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, ISHARES MSCI EMERGING ranks #645 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 9 institutions report $2.9M as of Q4 2025, with ownership dominated by its top few institutional owners.

9
institutions hold it
$2.9M
reported 13F value
98%
held by top 5
#645
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, ISHARES MSCI EMERGING ranks #645 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 464287234 · Q4 2025 $3M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL

  • VALUE-LIGHT #645/775
  • HOLDERS-FOCUS 9 filers
  • CONC-DOM 98% top-5
  • PHOTO-FINISH EQUITY RESIDENTIAL
  • ACTIVITY-MID 8 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: EQUITY RESIDENTIAL

Read with: Ownership concentration guide - ISHARES MSCI EMERGING's top-five holders account for 98% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · ISHARES MSCI EMERGING

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

VANGUARD ESG US STOCK · near$3MEQUITY RESIDENTIAL · near$3MISHARES MSCI EMERGING · this…$3MSTATE STREET SPDR S&P · near$3MBERKLEY W R · near$3M
Aggregate reported institutional value ($)
Largest institutional holders of ISHARES MSCI EMERGING
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ISHARES MSCI EMERGING position has risen from 5 to 9 over the last 8 quarters of 13F filings.

051015 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 9
Distinct 13F filers holding ISHARES MSCI EMERGING, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Westshore Wealth, LLC 30,986 $1.7M 58.6%
2 DGS Capital Management, LLC 12,019 $658K 22.7%
3 Banque Transatlantique SA 7,656 $431K 14.9%
4 MidFirst Bank 567 $31K 1.1%
5 Anchor Investment Management, LLC 550 $30K 1.0%
6 SSA SWISS ADVISORS AG 520 $28K 1.0%
7 Strategic Investment Solutions, Inc. /IL 270 $15K 0.5%
8 Compass Financial Services Inc 50 $3K 0.1%
9 TD Capital Management LLC 10 $547 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES MSCI EMERGING's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
85.1%
Shared-defined discretion (DFND)
14.9%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold ISHARES MSCI EMERGING?
ISHARES MSCI EMERGING is held by 9 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does ISHARES MSCI EMERGING sit among tracked securities?
According to SEC Form 13F-HR filings in this corpus, ISHARES MSCI EMERGING ranks #645 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of ISHARES MSCI EMERGING?
Institutions report $2.9M of ISHARES MSCI EMERGING as of Q4 2025.
How concentrated is ownership of ISHARES MSCI EMERGING?
The top five institutional holders account for 98% of the reported institutional value in ISHARES MSCI EMERGING, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of ISHARES MSCI EMERGING?
Westshore Wealth, LLC is the largest reported holder of ISHARES MSCI EMERGING with $1.7M across 30,986 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for ISHARES MSCI EMERGING: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($2.9M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (9 here).

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.