LEMB — ISHARES INC

Ownership history in PRINCIPAL SECURITIES, INC.  ·  8 quarters on record

This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in ISHARES INC (LEMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2023 Q4)
Avg. % of fund
0.04%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 869 — 0% 0.00% $36K $40.22
2025 Q2 ADDED 869 +18 +2.1% 0.00% $35K $39.42
2025 Q1 UNCHANGED 851 — 0% 0.00% $31K $36.56
2024 Q4 UNCHANGED 851 — 0% 0.00% $31K $35.22
2024 Q3 REDUCED 851 -96,511 -99.1% 0.00% $33K $37.54
2024 Q2 ADDED 97,362 +8,148 +9.1% 0.10% $3.5M $34.78
2024 Q1 ADDED 89,214 +11,616 +15.0% 0.10% $3.2M $35.21
2023 Q4 INITIATED 77,598 — — 0.11% $2.8M —
% of Fund (quarterly)    LEMB price (monthly, adj. close)

Other funds also holding LEMB

As of 2025 Q4 — sorted by position size

STERLING INVESTMENT ADVISORS LLC /ADV 3Y 7Y 5.53% LAM GROUP, INC. 3Y 2.91% Checchi Capital Advisers, LLC 3Y 7Y 1.31% Obsido Oy 1.31% Private Wealth Advisors, LLC 3Y 1.27% KITCHING PARTNERS, LLC 1.07% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 0.82% Motley Fool Wealth Management, LLC 3Y 7Y 0.79% New Capital Management LP 3Y 7Y 0.66% PARTNERS CAPITAL INVESTMENT GROUP, LLP 3Y 7Y 0.6%
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