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 111 institutions that hold shares in the stock, with a total of 3.61 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
9,669
shares
|
$593,096
0.71% of portfolio
|
Q1 2025
Reduced 69.43%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
9,638
shares
|
$591,194
0.5% of portfolio
|
Q1 2025
Reduced 47.92%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,620
shares
|
$590,090
0.02% of portfolio
|
Q3 2023
Reduced 0.59%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
9,424
shares
|
$578,068
0.0% of portfolio
|
Q1 2025
Added 264.71%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,365
shares
|
$574,449
0.01% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
8,923
shares
|
$547,336
0.03% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
8,822
shares
|
$541,141
0.0% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,718
shares
|
$534,762
0.0% of portfolio
|
Q1 2025
Reduced 52.89%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
8,297
shares
|
$508,937
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
7,710
shares
|
$472,931
0.19% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
7,686
shares
|
$471,459
0.03% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
7,645
shares
|
$468,944
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
7,608
shares
|
$466,674
0.0% of portfolio
|
Q1 2024
Added 54.73%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
7,178
shares
|
$440,298
0.03% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,050
shares
|
$432,447
0.05% of portfolio
|
Q1 2024
Added 6.33%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
7,042
shares
|
$431,956
0.17% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,638
shares
|
$407,174
0.0% of portfolio
|
Q2 2023
Added 3.15%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
5,586
shares
|
$342,645
0.01% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
5,325
shares
|
$326,635
0.13% of portfolio
|
Q1 2025
Added 24.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,083
shares
|
$311,791
0.0% of portfolio
|
Q3 2024
Reduced 69.58%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
4,890
shares
|
$299,952
0.06% of portfolio
|
Q4 2023
Reduced 2.1%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,373
shares
|
$268,239
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
3,817
shares
|
$234,134
0.02% of portfolio
|
Q1 2025
Reduced 23.92%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
3,629
shares
|
$222,602
0.06% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,257
shares
|
$199,784
0.02% of portfolio
|
Q1 2025
New holding
|