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Disclosery

HEEM ISHARES INC

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CUR HD MSCI EM (fund)

42 managers (42 13F filers) reported a position in HEEM shares at 2025-03-31, 3,383,640 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
42
13F filers
42
New
7
Added
15
Reduced
10
Sold out
11
Shares held by filers
3,383,640

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 TIAA912,356$25.6M0.08%+144,72613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/375,130$10.5M<0.01%+1,79813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN340,908$9.57M<0.01%+102,97813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY316,169$8.88M<0.01%+7,77713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC305,225$8.57M0.18%-13,71613F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…289,900$8.13M0.01%013F-HRTimelineGroup
Vertex Planning Partners, LLC173,713$4.88M1.06%+9,08413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.104,862$2.94M0.02%+4,73813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC95,869$2.69M<0.01%new13F-HRTimelineGroup
Forefront Analytics, LLC64,209$1.8M2.07%+1,18313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC49,015$1.38M0.01%013F-HR/ATimelineGroup
LPL Financial LLC43,775$1.23M<0.01%+2,87013F-HRTimeline
Wharton Business Group, LLC40,595$1.14M0.05%013F-HRTimeline
UBS Group AGin group UBS Group AG26,716$750K<0.01%-9,51713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,500$744K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,081$648K<0.01%+22,97013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,528$633K<0.01%+3,02413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,059$507K<0.01%+8,70013F-HR/ATimelineGroup
Wealth Preservation Advisors, LLC17,573$493K0.35%13F-HRTimeline
OPTIMA CAPITAL LLC16,701$469K0.3%new13F-HRTimeline
Whipplewood Advisors, LLC580$423K0.3%-13,74613F-HRTimeline
Advisory Services Network, LLC14,163$398K0.01%+2,58713F-HRTimeline
MML INVESTORS SERVICES, LLC13,305$374K<0.01%+2,65613F-HRTimeline
BLAIR WILLIAM & CO/IL13,007$365K<0.01%-4,10413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,992$281K<0.01%-12313F-HRTimelineGroup
Clear Creek Financial Management, LLC9,866$277K0.03%-20013F-HRTimeline
Prospera Financial Services Inc9,775$274K0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC9,125$256K<0.01%-35,96413F-HRTimeline
HighTower Advisors, LLC8,914$250K<0.01%013F-HRTimeline
Cetera Investment Advisers8,416$236K<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,747$218K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC3,984$112K0.02%new13F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,000$84.2K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,874$52.6K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,845$51.8K<0.01%-1,55013F-HRTimeline
FMR LLCin group FMR LLC1,704$47.8K<0.01%+56413F-HRTimelineGroup
Friedenthal Financial1,565$43.9K0.03%+1,55213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,106$29.9K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC381$10.7K<0.01%-2213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners279$7.83K<0.01%-3,14513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP128$3.6K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.