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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,380
shares
|
$63,562
0.02% of portfolio
|
Q2 2024
Added 21.05%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
969
shares
|
$44,632
0.0% of portfolio
|
Q3 2024
Reduced 18.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
892
shares
|
$41,085
0.0% of portfolio
|
Q3 2024
Reduced 23.37%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
652
shares
|
$30,031
0.01% of portfolio
|
Q3 2024
Reduced 66.02%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
641
shares
|
$29,524
0.0% of portfolio
|
Q3 2024
Added 357.86%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
451
shares
|
$20,773
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
340
shares
|
$15,660
0.04% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
161
shares
|
$7,415
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
20
shares
|
$921
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2
shares
|
$92
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|