iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
US ˙ NasdaqGM ˙ US4642882819

SecurityEMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership2,945 shares
Latest Disclosed Value $ 276,625
EverSource Wealth Advisors, LLC reports 20.06% decrease in ownership of EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 2,945 shares of iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF (US:EMB) valued at $276,624 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,684 shares of iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF. This represents a change in shares of -20.06% during the quarter. The current value of the position is $282,426 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 2,945 -739 -20.06 277 -22.03 0.0013
2026-05-14 2026-03-31 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 22,451 18,767 3,242 0.0178
2026-02-06 2025-12-31 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 3,684 -660 -15.19 355 -14.29 0.0130
2025-11-10 2025-09-30 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 4,344 -1,520 -25.92 414 -23.94 0.0164
2025-08-13 2025-06-30 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 5,864 -815 -12.20 543 -10.25 0.0245
2025-05-13 2025-03-31 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 6,679 -13,090 -66.21 605 -65.62 0.0332
2025-02-10 2024-12-31 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 19,769 17,454 753.95 1,760 714.81 0.0989
2024-11-08 2024-09-30 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 2,315 -1,065 -31.51 217 -29.18 0.0137
2024-08-13 2024-06-30 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 3,380 1,977 140.91 306 150.00 0.0203
2024-06-11 2024-03-31 13F/A-1 ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 1,403 -201 -12.53 122 -14.08 0.0096
2024-05-13 2024-03-31 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 1,604 0 143 0.0051
2024-02-09 2023-12-31 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 1,604 607 60.88 143 73.17 0.0131
2023-11-03 2023-09-30 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 997 -303 -23.31 82 -26.79 0.0087
2023-08-04 2023-06-30 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 1,300 -55 -4.06 112 -3.45 0.0124
2023-05-11 2023-03-31 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 1,355 422 45.23 117 48.72 0.0146
2023-02-09 2022-12-31 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 933 -24 -2.51 79 2.63 0.0119
2022-11-07 2022-09-30 13F ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 957 47 5.16 76 -2.56 0.0174
2022-08-01 2022-06-30 13F ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 910 137 17.72 78 4.00 0.0201
2022-05-25 2022-03-31 13F ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 773 22 2.93 75 -8.54 0.0190
2022-02-17 2021-12-31 13F/A-1 ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 751 751 82 0.0230
2022-02-07 2021-12-31 13F ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 751 751 82 0.0230
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.