Institutional Ownership Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 3.94 Million shares, which have been reported (via 13F filing form) to have a value of $226 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
42,230
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
39,386
shares
|
$2.27 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
38,264
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
37,612
shares
|
$2.16 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
35,109
shares
|
$2.02 Million
3.09% of portfolio
|
Q4 2023
Added 4.27%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
33,611
shares
|
$1.93 Million
1.34% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
32,457
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
26,782
shares
|
$1.54 Million
0.12% of portfolio
|
Q4 2024
Reduced 17.18%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
26,020
shares
|
$1.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
22,897
shares
|
$1.32 Million
1.28% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
21,400
shares
|
$1.23 Million
0.08% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
20,271
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
19,160
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
17,970
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
17,674
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
16,697
shares
|
$960,745
0.28% of portfolio
|
Q2 2024
Reduced 7.24%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
16,067
shares
|
$924,495
0.12% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
14,875
shares
|
$855,907
0.0% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,700
shares
|
$845,838
0.05% of portfolio
|
Q3 2024
Reduced 44.4%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
14,371
shares
|
$826,907
0.02% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
13,128
shares
|
$755,385
0.0% of portfolio
|
Q3 2024
Added 16.77%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
12,645
shares
|
$727,593
0.8% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
11,750
shares
|
$676,095
0.02% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
11,039
shares
|
$635,184
0.02% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
10,558
shares
|
$607,507
0.29% of portfolio
|
Q3 2024
New holding
|