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-QUIET · BOOK-FULL

  • VALUE-LIGHT #645/775
  • HOLDERS-FOCUS 9 filers
  • CONC-DOM 98% top-5
  • PHOTO-FINISH EQUITY RESIDENTIAL
  • ACTIVITY-QUIET 0 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
    Westshore Wealth, LLC $1.7M
  2. 2
    DGS Capital Management, LLC $658K
  3. 3
    Banque Transatlantique SA $431K
  4. 4
    MidFirst Bank $31K
  5. 5
    Anchor Investment Management, LLC $30K
  6. 6
    SSA SWISS ADVISORS AG $28K

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%

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).

EQUITY RESIDENTIAL $2.9M STATE STREET SPDR S&P $2.9M BERKLEY W R CORP $2.9M VANGUARD ESG US STOCK $2.9M

Similar holder count

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

AGNICO EAGLE MINES LTD F 9 AMERICAN WTR WKS CO INC 9 ARISTA NETWORKS INC 9 AUTODESK INC 9

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 2026-09-26.