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 40 institutions that hold shares in the stock, with a total of 593,254 shares, which have been reported (via 13F filing form) to have a value of $35.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,344
shares
|
$139,139
0.04% of portfolio
|
Q4 2024
Reduced 56.41%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,280
shares
|
$135,340
0.0% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,747
shares
|
$103,701
0.0% of portfolio
|
Q2 2025
Reduced 54.04%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,375
shares
|
$81,620
0.02% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
904
shares
|
$53,661
0.0% of portfolio
|
Q3 2025
Added 263.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
866
shares
|
$51,405
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
776
shares
|
$46,063
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
540
shares
|
$32,054
0.03% of portfolio
|
Q2 2025
Added 19.73%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
368
shares
|
$21,844
0.0% of portfolio
|
Q4 2024
Reduced 89.48%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
368
shares
|
$21,844
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
215
shares
|
$12,762
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
99
shares
|
$5,876
0.0% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
94
shares
|
$5,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
78
shares
|
$4,630
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|