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 122 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 $225 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
4,890
shares
|
$276,676
0.07% of portfolio
|
Q4 2023
Reduced 2.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,868
shares
|
$275,431
0.0% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
4,768
shares
|
$269,773
0.04% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
4,703
shares
|
$266,095
0.22% of portfolio
|
Q4 2024
Reduced 16.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,674
shares
|
$264,454
0.01% of portfolio
|
Q3 2024
Reduced 28.41%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
4,656
shares
|
$263,436
0.02% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,373
shares
|
$247,424
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,302
shares
|
$243,407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
4,015
shares
|
$227,168
0.12% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
3,920
shares
|
$221,793
0.06% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,839
shares
|
$217,210
0.0% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
3,600
shares
|
$203,688
0.06% of portfolio
|
Q2 2024
Reduced 19.23%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
3,586
shares
|
$202,895
0.03% of portfolio
|
Q2 2024
Reduced 22.85%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,463
shares
|
$195,936
0.02% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
3,268
shares
|
$184,903
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,810
shares
|
$158,989
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,527
shares
|
$142,977
0.02% of portfolio
|
Q2 2022
Reduced 4.61%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,290
shares
|
$129,568
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
2,195
shares
|
$124,193
0.05% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,695
shares
|
$95,903
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
1,580
shares
|
$89,396
0.04% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$84,870
0.0% of portfolio
|
Q1 2023
Reduced 0.07%
|
|
|
Van Berkom & Associates Inc.
|
Nov 04, 2024 Q3 2024 |
1,153
shares
|
$65,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,051
shares
|
$59,465
0.0% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,023
shares
|
$57,881
0.0% of portfolio
|
Q4 2024
Added 6.67%
|