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 125 institutions that hold shares in the stock, with a total of 3.69 Million shares, which have been reported (via 13F filing form) to have a value of $207 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
630
shares
|
$35,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
615
shares
|
$34,427
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
500
shares
|
$27,990
0.0% of portfolio
|
Q1 2022
Reduced 27.33%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
451
shares
|
$25,246
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
450
shares
|
$25,191
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
408
shares
|
$22,839
0.01% of portfolio
|
Q3 2023
Reduced 99.38%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
400
shares
|
$22,392
0.02% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
314
shares
|
$17,577
0.0% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
300
shares
|
$16,794
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
276
shares
|
$15,450
0.0% of portfolio
|
Q3 2022
Reduced 57.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
244
shares
|
$13,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
210
shares
|
$11,755
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
197
shares
|
$11,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
180
shares
|
$10,076
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
178
shares
|
$9,964
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
168
shares
|
$9,404
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
165
shares
|
$9,236
0.0% of portfolio
|
Q4 2024
Reduced 99.79%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
156
shares
|
$8,732
0.0% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
98
shares
|
$5,486
0.0% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
76
shares
|
$4,254
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
70
shares
|
$3,918
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
63
shares
|
$3,526
0.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
57
shares
|
$3,190
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
57
shares
|
$3,190
0.0% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
50
shares
|
$2,799
0.0% of portfolio
|
Q1 2024
Reduced 89.52%
|