Skip to content

LDEM ISHARES TR

Follow

ESG MSCI EM LDRS (fund)

32 managers (32 13F filers) reported a position in LDEM shares at 2025-03-31, 333,447 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
32
13F filers
32
New
5
Added
8
Reduced
12
Sold out
4
Shares held by filers
333,447

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
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91,444$4.46M<0.01%+10,30013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC43,298$2.11M<0.01%-38,16613F-HRTimeline
OLD MISSION CAPITAL LLC27,931$1.36M0.03%-37,17713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC21,025$1.02M0.02%+3,45813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,142$981K<0.01%-3,62513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP17,029$830K<0.01%-49913F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.16,570$807K<0.01%+1,61013F-HRTimelineGroup
Merit Financial Group, LLC15,334$747K0.01%-7,16213F-HRTimeline
Values Added Financial LLC13,253$646K0.36%+2,65913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,971$486K<0.01%-1,37513F-HR/ATimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.8,490$414K<0.01%-15013F-HRTimelineGroup
One Wealth Advisors, LLC7,708$376K0.06%-2,20513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES7,314$356K0.14%new13F-HRTimeline
Ariadne Wealth Management, LP6,220$311K0.16%+97913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,266$310K<0.01%+83513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,941$289K<0.01%-2913F-HRTimelineGroup
Aries Wealth Management4,980$243K0.07%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,540$172K<0.01%+1,93713F-HR/ATimelineGroup
Addison Advisors LLC1,375$67K0.02%-513F-HRTimeline
MATHER GROUP, LLC.947$46.1K<0.01%-2213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…868$42.3K<0.01%-2413F-HRTimelineGroup
UBS Group AGin group UBS Group AG849$41.4K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc655$29.7K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.451$22K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC368$17.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC368$17.9K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.326$15.9K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY286$13.9K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC215$10.5K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP186$9.04K<0.01%+15613F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC97$4.73K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.