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 681,792 shares, which have been reported (via 13F filing form) to have a value of $31.4 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
|
$10.1 Million
0.25% of portfolio
|
Q3 2022
Added 47.46%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
85,047
shares
|
$3.92 Million
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
72,676
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
40,564
shares
|
$1.87 Million
0.05% of portfolio
|
Q3 2024
Added 19.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
33,647
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.42%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
29,714
shares
|
$1.37 Million
0.08% of portfolio
|
Q3 2022
Added 14.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,749
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.48%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
21,260
shares
|
$979,235
0.02% of portfolio
|
Q3 2024
Reduced 9.97%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
20,300
shares
|
$935,018
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,224
shares
|
$793,337
0.02% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
16,504
shares
|
$760,174
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
14,513
shares
|
$668,468
0.0% of portfolio
|
Q3 2024
Reduced 53.46%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
10,101
shares
|
$465,252
0.08% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
9,740
shares
|
$448,624
0.31% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,503
shares
|
$437,708
0.03% of portfolio
|
Q4 2023
Reduced 71.47%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
8,290
shares
|
$381,837
0.0% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,960
shares
|
$366,637
0.02% of portfolio
|
Q3 2024
Reduced 91.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
7,936
shares
|
$365,532
0.0% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,893
shares
|
$271,431
0.0% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
5,377
shares
|
$247,664
0.08% of portfolio
|
Q2 2022
Added 4.08%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,980
shares
|
$229,378
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
4,765
shares
|
$219,475
0.0% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
4,181
shares
|
$192,576
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,499
shares
|
$161,163
0.0% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,603
shares
|
$73,834
0.0% of portfolio
|
Q3 2024
Added 1.14%
|