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 113 institutions that hold shares in the stock, with a total of 4.6 Million shares, which have been reported (via 13F filing form) to have a value of $299 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
9,589
shares
|
$624,531
0.7% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,365
shares
|
$609,942
0.01% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,935
shares
|
$581,936
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
8,913
shares
|
$580,503
0.24% of portfolio
|
Q2 2025
Added 15.6%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
8,776
shares
|
$571,580
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,718
shares
|
$567,803
0.0% of portfolio
|
Q1 2025
Reduced 52.89%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
8,297
shares
|
$540,383
0.09% of portfolio
|
Q3 2024
New holding
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
8,268
shares
|
$538,494
0.1% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
8,240
shares
|
$536,671
0.01% of portfolio
|
Q2 2025
Reduced 16.32%
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
7,645
shares
|
$497,918
0.32% of portfolio
|
Q4 2023
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
7,608
shares
|
$495,509
0.0% of portfolio
|
Q1 2024
Added 54.73%
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
7,191
shares
|
$468,349
0.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,050
shares
|
$459,166
0.05% of portfolio
|
Q1 2024
Added 6.33%
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
7,042
shares
|
$458,645
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
|
$432,332
0.0% of portfolio
|
Q2 2023
Added 3.15%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
6,552
shares
|
$426,731
0.16% of portfolio
|
Q2 2025
Added 113.14%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
5,885
shares
|
$383,290
0.15% of portfolio
|
Q2 2025
Added 10.52%
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
5,830
shares
|
$379,707
0.27% of portfolio
|
Q2 2025
Reduced 39.51%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
5,808
shares
|
$378,275
0.05% of portfolio
|
Q2 2025
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
5,624
shares
|
$366,291
0.01% of portfolio
|
Q2 2025
Added 0.68%
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,452
shares
|
$355,088
0.0% of portfolio
|
Q2 2025
Reduced 42.15%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,083
shares
|
$331,055
0.0% of portfolio
|
Q3 2024
Reduced 69.58%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
4,984
shares
|
$324,607
0.0% of portfolio
|
Q2 2025
Reduced 64.27%
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
4,945
shares
|
$322,067
0.02% of portfolio
|
Q2 2025
Reduced 35.66%
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
4,855
shares
|
$316,206
0.06% of portfolio
|
Q2 2025
Reduced 0.72%
|