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 697,947 shares, which have been reported (via 13F filing form) to have a value of $33.7 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
|
$10.6 Million
0.25% of portfolio
|
Q3 2022
Added 47.46%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
81,464
shares
|
$3.97 Million
0.01% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
81,144
shares
|
$3.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
65,108
shares
|
$3.17 Million
0.01% of portfolio
|
Q4 2024
Added 60.51%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
29,714
shares
|
$1.45 Million
0.08% of portfolio
|
Q3 2022
Added 14.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
23,767
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.36%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
22,496
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
17,567
shares
|
$856,566
0.02% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
17,528
shares
|
$854,665
0.0% of portfolio
|
Q4 2024
Reduced 13.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
16,201
shares
|
$789,960
0.0% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
14,960
shares
|
$729,449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,346
shares
|
$553,230
0.0% of portfolio
|
Q4 2024
Reduced 50.13%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
10,594
shares
|
$516,563
0.28% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
9,913
shares
|
$483,357
0.07% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,503
shares
|
$463,366
0.03% of portfolio
|
Q4 2023
Reduced 71.47%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
8,640
shares
|
$421,286
0.0% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,419
shares
|
$410,510
0.02% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,940
shares
|
$387,154
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,970
shares
|
$291,097
0.0% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
5,431
shares
|
$264,815
0.0% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
5,241
shares
|
$255,551
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
4,980
shares
|
$242,824
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,344
shares
|
$114,293
0.04% of portfolio
|
Q4 2024
Reduced 56.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,603
shares
|
$78,162
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,380
shares
|
$67,288
0.02% of portfolio
|
Q2 2024
Added 21.05%
|