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Disclosery

LDEM ISHARES TR

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ESG MSCI EM LDRS (fund)

33 managers (33 13F filers) reported a position in LDEM shares at 2024-12-31, 428,236 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
33
13F filers
33
New
4
Added
13
Reduced
7
Sold out
4
Shares held by filers
428,236

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
COMMONWEALTH EQUITY SERVICES, LLC81,464$3.7M0.01%+8,78813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/81,144$3.68M<0.01%-3,90313F-HRTimelineGroup
OLD MISSION CAPITAL LLC65,108$2.95M0.07%+24,54413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,767$1.08M<0.01%-9,88013F-HRTimelineGroup
Merit Financial Group, LLC22,496$1.02M0.02%+1,23613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC17,567$797K0.02%+34313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP17,528$795K<0.01%-2,77213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,201$735K<0.01%+1,68813F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.14,960$679K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,346$515K<0.01%-11,40313F-HRTimelineGroup
Values Added Financial LLC10,594$481K0.28%+85413F-HRTimeline
One Wealth Advisors, LLC9,913$450K0.07%-18813F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.8,640$392K<0.01%+35013F-HRTimelineGroup
FLOW TRADERS U.S. LLC8,419$382K0.02%+45913F-HRTimeline
Cambridge Investment Research Advisors,…7,940$360K<0.01%+413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,970$271K<0.01%+7713F-HRTimelineGroup
Ariadne Wealth Management, LP5,241$251K0.11%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,431$246K<0.01%+66613F-HRTimelineGroup
Aries Wealth Management4,980$226K0.06%013F-HRTimeline
WR Wealth Planners, LLC2,344$106K0.03%-3,03313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,603$73K<0.01%013F-HRTimelineGroup
Addison Advisors LLC1,380$62.6K0.02%013F-HRTimeline
MATHER GROUP, LLC.969$44K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…892$40.5K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc655$29.7K0.01%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cape Investment Advisory, Inc.451$20.5K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC368$16.7K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC368$16.7K<0.01%-3,13113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY286$13K<0.01%+28413F-HR/ATimelineGroup
Farther Finance Advisors, LLC161$7.3K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30$1.36K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC20$907<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.