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 34 institutions that hold shares in the stock, with a total of 636,172 shares, which have been reported (via 13F filing form) to have a value of $31.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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 |
Feb 13, 2025 Q4 2024 |
81,144
shares
|
$4 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
65,108
shares
|
$3.21 Million
0.01% of portfolio
|
Q4 2024
Added 60.51%
|
|
|
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%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
23,767
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.36%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
21,025
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 19.68%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
17,528
shares
|
$863,604
0.0% of portfolio
|
Q4 2024
Reduced 13.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
16,201
shares
|
$798,223
0.0% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
15,334
shares
|
$755,506
0.01% of portfolio
|
Q1 2025
Reduced 31.84%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
14,960
shares
|
$737,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
11,346
shares
|
$559,017
0.0% of portfolio
|
Q4 2024
Reduced 50.13%
|
|
|
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 |
Feb 12, 2025 Q4 2024 |
8,640
shares
|
$425,692
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
|
$414,804
0.02% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
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%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,970
shares
|
$294,141
0.0% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
5,431
shares
|
$267,585
0.0% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
5,241
shares
|
$258,224
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,980
shares
|
$245,364
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,603
shares
|
$78,979
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,380
shares
|
$67,992
0.02% of portfolio
|
Q2 2024
Added 21.05%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
947
shares
|
$46,658
0.0% of portfolio
|
Q1 2025
Reduced 2.27%
|