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 33 institutions that hold shares in the stock, with a total of 602,290 shares, which have been reported (via 13F filing form) to have a value of $33.4 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
|
$12.1 Million
0.25% of portfolio
|
Q3 2022
Added 47.46%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
70,058
shares
|
$3.88 Million
0.0% of portfolio
|
Q2 2025
Added 61.8%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
55,918
shares
|
$3.1 Million
0.01% of portfolio
|
Q2 2025
Added 100.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
49,619
shares
|
$2.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 45.74%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
29,714
shares
|
$1.65 Million
0.08% of portfolio
|
Q3 2022
Added 14.41%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
20,424
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,142
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
18,576
shares
|
$1.03 Million
0.49% of portfolio
|
Q2 2025
Added 40.16%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
17,430
shares
|
$965,796
0.0% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
16,535
shares
|
$916,204
0.0% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
13,664
shares
|
$757,122
0.01% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
9,514
shares
|
$527,170
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,503
shares
|
$526,561
0.03% of portfolio
|
Q4 2023
Reduced 71.47%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
9,290
shares
|
$514,758
0.0% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
7,566
shares
|
$419,232
0.06% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
6,309
shares
|
$349,581
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,444
shares
|
$301,652
0.0% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,980
shares
|
$275,941
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
4,840
shares
|
$268,184
0.13% of portfolio
|
Q2 2025
Reduced 22.19%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,917
shares
|
$217,040
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,344
shares
|
$129,881
0.04% of portfolio
|
Q4 2024
Reduced 56.41%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,304
shares
|
$127,664
0.0% of portfolio
|
Q2 2025
Added 1138.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,627
shares
|
$90,152
0.0% of portfolio
|
Q2 2025
Reduced 54.04%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,375
shares
|
$76,188
0.02% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
866
shares
|
$47,985
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|