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 41 institutions that hold shares in the stock, with a total of 594,578 shares, which have been reported (via 13F filing form) to have a value of $35.3 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
|
$13 Million
0.25% of portfolio
|
Q3 2022
Added 47.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
70,301
shares
|
$4.17 Million
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
49,569
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
29,714
shares
|
$1.76 Million
0.08% of portfolio
|
Q3 2022
Added 14.41%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
26,154
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.23%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
22,415
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
17,305
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
16,771
shares
|
$995,526
0.44% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
15,408
shares
|
$914,618
0.0% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
13,710
shares
|
$813,825
0.0% of portfolio
|
Q3 2025
Reduced 21.34%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
11,812
shares
|
$701,160
0.01% of portfolio
|
Q3 2025
Reduced 13.55%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
10,540
shares
|
$625,654
0.0% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,503
shares
|
$564,098
0.03% of portfolio
|
Q4 2023
Reduced 71.47%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
9,216
shares
|
$547,061
0.29% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
7,566
shares
|
$449,117
0.06% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
6,723
shares
|
$399,077
0.0% of portfolio
|
Q3 2025
Added 1987.89%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
6,573
shares
|
$390,173
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
6,573
shares
|
$390,173
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
6,320
shares
|
$375,155
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,199
shares
|
$308,612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
4,980
shares
|
$295,612
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
4,840
shares
|
$287,302
0.13% of portfolio
|
Q2 2025
Reduced 22.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,607
shares
|
$273,471
0.0% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,917
shares
|
$232,513
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,603
shares
|
$213,874
0.01% of portfolio
|
Q3 2025
New holding
|
|