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 115 institutions that hold shares in the stock, with a total of 4.39 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
4,890
shares
|
$313,742
0.07% of portfolio
|
Q4 2023
Reduced 2.1%
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Aug 06, 2024 Q2 2024 |
4,778
shares
|
$306,556
0.03% of portfolio
|
Q2 2024
Reduced 23.69%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
4,600
shares
|
$295,136
0.04% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
4,447
shares
|
$285,319
0.0% of portfolio
|
Q2 2024
Added 3.35%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,373
shares
|
$280,571
0.0% of portfolio
|
Q4 2022
New holding
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 15, 2024 Q2 2024 |
4,080
shares
|
$261,772
0.07% of portfolio
|
Q1 2024
Reduced 20.59%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 13, 2024 Q2 2024 |
3,866
shares
|
$248,042
0.11% of portfolio
|
Q2 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
3,696
shares
|
$237,135
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2024 Q2 2024 |
3,600
shares
|
$230,976
0.07% of portfolio
|
Q2 2024
Reduced 19.23%
|
|
Kohmann Bosshard Financial Services, LLC
|
Jul 10, 2024 Q2 2024 |
3,586
shares
|
$230,077
0.03% of portfolio
|
Q2 2024
Reduced 22.85%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
3,375
shares
|
$216,540
0.02% of portfolio
|
Q2 2024
Added 17.84%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
3,305
shares
|
$212,048
0.01% of portfolio
|
Q2 2024
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,810
shares
|
$180,289
0.01% of portfolio
|
Q1 2022
New holding
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
2,527
shares
|
$162,132
0.02% of portfolio
|
Q2 2022
Reduced 4.61%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
2,034
shares
|
$130,501
0.0% of portfolio
|
Q2 2024
Added 0.2%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
1,962
shares
|
$125,881
0.04% of portfolio
|
Q2 2024
Added 73.78%
|
|
Maryland Capital Advisors Inc.
|
Jul 25, 2024 Q2 2024 |
1,602
shares
|
$102,784
0.05% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,500
shares
|
$96,240
0.0% of portfolio
|
Q1 2023
Reduced 0.07%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
1,051
shares
|
$67,432
0.0% of portfolio
|
Q4 2023
Added 2.04%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
964
shares
|
$61,850
0.0% of portfolio
|
Q1 2024
Added 3.43%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
958
shares
|
$61,465
0.0% of portfolio
|
Q1 2024
Reduced 83.4%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
880
shares
|
$56,460
0.0% of portfolio
|
Q1 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
851
shares
|
$54,600
0.07% of portfolio
|
Q2 2022
Added 26.83%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
500
shares
|
$32,080
0.0% of portfolio
|
Q1 2022
Reduced 27.33%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
478
shares
|
$30,668
0.01% of portfolio
|
Q2 2024
Reduced 27.58%
|