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 37 institutions that hold shares in the stock, with a total of 593,330 shares, which have been reported (via 13F filing form) to have a value of $29.2 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
|
$10.8 Million
0.25% of portfolio
|
Q3 2022
Added 47.46%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
91,444
shares
|
$4.51 Million
0.0% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
43,298
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.85%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
29,714
shares
|
$1.46 Million
0.08% of portfolio
|
Q3 2022
Added 14.41%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
27,931
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 57.1%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
21,025
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 19.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,142
shares
|
$992,396
0.0% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
17,029
shares
|
$839,018
0.0% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
16,570
shares
|
$816,403
0.0% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
15,334
shares
|
$755,506
0.01% of portfolio
|
Q1 2025
Reduced 31.84%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
13,253
shares
|
$652,975
0.36% of portfolio
|
Q1 2025
Added 25.1%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,171
shares
|
$501,125
0.0% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,503
shares
|
$468,212
0.03% of portfolio
|
Q4 2023
Reduced 71.47%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,490
shares
|
$418,302
0.0% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
7,708
shares
|
$379,773
0.06% of portfolio
|
Q1 2025
Reduced 22.24%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
7,314
shares
|
$360,360
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
6,266
shares
|
$308,725
0.0% of portfolio
|
Q1 2025
Added 15.37%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
6,220
shares
|
$306,459
0.16% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,941
shares
|
$292,713
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,980
shares
|
$245,364
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,540
shares
|
$174,415
0.0% of portfolio
|
Q1 2025
Added 120.84%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,344
shares
|
$115,488
0.04% of portfolio
|
Q4 2024
Reduced 56.41%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,375
shares
|
$67,746
0.02% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
947
shares
|
$46,658
0.0% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
868
shares
|
$42,766
0.0% of portfolio
|
Q1 2025
Reduced 2.69%
|