Institutional Ownership Ishares Tr Esg Msci Em Leaders (LDEM)
This table provides information about the institutional ownership of Ishares Tr Esg Msci Em Leaders (LDEM). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 591,596 shares, which have been reported (via 13F filing form) to have a value of $32 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
218,258
shares
|
$11.8 Million
0.25% of portfolio
|
Q3 2022
Added 47.46%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
91,444
shares
|
$4.95 Million
0.0% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
43,298
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.85%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
29,714
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2022
Added 14.41%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
27,931
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 57.1%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
20,424
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,142
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
17,029
shares
|
$921,098
0.0% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
16,570
shares
|
$896,271
0.0% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
13,664
shares
|
$739,085
0.01% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
13,253
shares
|
$716,854
0.36% of portfolio
|
Q1 2025
Added 25.1%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
9,971
shares
|
$539,331
0.0% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,503
shares
|
$514,017
0.03% of portfolio
|
Q4 2023
Reduced 71.47%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,490
shares
|
$459,224
0.0% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
7,566
shares
|
$409,244
0.06% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
7,314
shares
|
$395,614
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
6,266
shares
|
$338,927
0.0% of portfolio
|
Q1 2025
Added 15.37%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
6,220
shares
|
$336,439
0.16% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,941
shares
|
$321,348
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,980
shares
|
$269,368
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,540
shares
|
$191,478
0.0% of portfolio
|
Q1 2025
Added 120.84%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,344
shares
|
$126,786
0.04% of portfolio
|
Q4 2024
Reduced 56.41%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,375
shares
|
$74,373
0.02% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
868
shares
|
$46,950
0.0% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
849
shares
|
$45,922
0.0% of portfolio
|
Q1 2025
New holding
|