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 35 institutions that hold shares in the stock, with a total of 604,484 shares, which have been reported (via 13F filing form) to have a value of $35.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
866
shares
|
$51,388
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
776
shares
|
$46,047
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
540
shares
|
$32,043
0.01% of portfolio
|
Q2 2025
Added 19.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
368
shares
|
$21,837
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
368
shares
|
$21,837
0.0% of portfolio
|
Q4 2024
Reduced 89.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
322
shares
|
$19,107
0.0% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
249
shares
|
$14,775
0.0% of portfolio
|
Q2 2025
Added 156.7%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
215
shares
|
$12,758
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
100
shares
|
$5,934
0.0% of portfolio
|
Q2 2025
Reduced 84.73%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|