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Disclosery

HEEM ISHARES INC

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CUR HD MSCI EM (fund)

46 managers (46 13F filers) reported a position in HEEM shares at 2024-12-31, 3,497,325 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
46
13F filers
46
New
6
Added
12
Reduced
12
Sold out
2
Shares held by filers
3,497,325

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA767,630$20.7M0.06%+41,03913F-HRTimelineGroup
AMARILLO NATIONAL BANK448,844$12.1M2.23%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/373,332$10.1M<0.01%-5,42313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC318,941$8.62M0.18%-1,77113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY308,392$8.33M<0.01%+91,23613F-HR/ATimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…289,900$7.84M0.01%+7,40013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN237,930$6.43M<0.01%+27,55613F-HRTimelineGroup
Vertex Planning Partners, LLC164,629$4.45M0.98%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.100,124$2.71M0.02%+5,06313F-HRTimeline
Forefront Analytics, LLC63,026$1.7M0.79%+22013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC49,015$1.32M0.01%+3413F-HRTimelineGroup
OLD MISSION CAPITAL LLC45,089$1.22M0.03%-84,18413F-HRTimeline
LPL Financial LLC40,905$1.11M<0.01%-84313F-HRTimeline
Wharton Business Group, LLC40,595$1.1M0.05%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,101$1.03M<0.01%+28,76113F-HRTimelineGroup
UBS Group AGin group UBS Group AG36,233$979K<0.01%-6,69313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,562$664K<0.01%-19,62613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,504$527K<0.01%+6,38213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL17,111$462K<0.01%-1,89813F-HRTimeline
Whipplewood Advisors, LLC14,326$387K0.22%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,773$318K<0.01%-19,12113F-HRTimelineGroup
Advisory Services Network, LLC11,576$313K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC10,649$288K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,115$273K<0.01%13F-HR/ATimelineGroup
Clear Creek Financial Management, LLC10,066$272K0.03%-1,37313F-HRTimeline
Prospera Financial Services Inc9,775$264K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,359$253K<0.01%+5,62513F-HRTimelineGroup
HighTower Advisors, LLC8,914$241K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,424$92.5K0.02%-25413F-HRTimelineGroup
AE Wealth Management LLC3,395$91.7K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,000$81.1K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,874$50.6K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,633$44.1K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1,140$30.8K<0.01%-113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,106$29.9K<0.01%-11313F-HRTimelineGroup
Decker Retirement Planning Inc.460$12.4K0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC403$10.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC246$6.64K<0.01%+413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.111$3.01K<0.01%+213F-HR/ATimelineGroup
Venturi Wealth Management, LLC38$1.03K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC24$649<0.01%013F-HRTimeline
Capital A Wealth Management, LLC18$486<0.01%13F-HRTimeline
Friedenthal Financial13$352<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.10$270<0.01%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD14$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.