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 116 institutions that hold shares in the stock, with a total of 4.05 Million shares, which have been reported (via 13F filing form) to have a value of $250 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
37,612
shares
|
$2.32 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
34,879
shares
|
$2.15 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
34,558
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 22, 2024 Q2 2024 |
33,968
shares
|
$2.09 Million
2.11% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
32,336
shares
|
$1.99 Million
0.19% of portfolio
|
Q3 2024
Added 28.99%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
26,551
shares
|
$1.64 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
26,437
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
23,364
shares
|
$1.44 Million
1.39% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
22,875
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
21,400
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
19,269
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2024 Q2 2024 |
19,224
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
19,070
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
Added 17.07%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
17,970
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
16,955
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
16,710
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2024
Added 84.76%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
16,697
shares
|
$1.03 Million
0.28% of portfolio
|
Q2 2024
Reduced 7.24%
|
|
|
Victory Capital Management Inc
|
Aug 05, 2024 Q2 2024 |
16,539
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Added 92.56%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
16,365
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2024
Reduced 39.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
15,281
shares
|
$941,003
0.0% of portfolio
|
Q2 2024
Added 4.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
14,875
shares
|
$916,002
0.0% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
14,372
shares
|
$885,027
0.02% of portfolio
|
Q3 2023
Reduced 14.86%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
12,353
shares
|
$760,697
0.83% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
11,541
shares
|
$710,694
0.02% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
11,243
shares
|
$692,343
0.0% of portfolio
|
Q2 2024
Added 31.27%
|