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Disclosery

LDEM ISHARES TR

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ESG MSCI EM LDRS (fund)

36 managers (36 13F filers) reported a position in LDEM shares at 2025-09-30, 334,759 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.

Managers
36
13F filers
36
New
7
Added
7
Reduced
11
Sold out
0
Shares held by filers
334,759

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC70,301$4.14M0.01%+24313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/49,569$2.92M<0.01%-5013F-HRTimelineGroup
OLD MISSION CAPITAL LLC26,154$1.54M0.06%-29,76413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC22,415$1.32M0.02%+1,99113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,305$1.02M<0.01%-2,15613F-HR/ATimelineGroup
Values Added Financial LLC16,771$988K0.44%-1,80513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,408$908K<0.01%-1,12713F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.13,710$808K<0.01%-3,72013F-HRTimelineGroup
Merit Financial Group, LLC11,812$696K0.01%-1,85213F-HR/ATimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.10,540$621K<0.01%+1,25013F-HRTimelineGroup
Beta Wealth Group, Inc.9,216$543K0.21%-29813F-HRTimeline
One Wealth Advisors, LLC7,566$446K0.06%013F-HRTimeline
Mach-1 Financial Group, LLC6,573$387K0.06%new13F-HRTimeline
Integrity Advisory Solutions, LLC6,573$387K0.06%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,723$377K<0.01%+6,40113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,320$372K<0.01%+1113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,199$306K<0.01%new13F-HRTimelineGroup
Aries Wealth Management4,980$293K0.07%013F-HRTimeline
Ariadne Wealth Management, LP4,840$288K0.13%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,607$272K<0.01%-83713F-HR/ATimelineGroup
Aprio Wealth Management, LLC3,917$231K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,603$212K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,280$133K<0.01%-2413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,747$103K<0.01%+12013F-HRTimelineGroup
Addison Advisors LLC1,375$81K0.02%013F-HRTimeline
MATHER GROUP, LLC.947$55.8K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC904$53.3K<0.01%+65513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…866$51K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC776$45.7K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.540$31.8K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC368$21.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC368$21.7K<0.01%013F-HRTimeline
Front Row Advisors LLC215$12.7K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc99$5.83K<0.01%-113F-HRTimeline
Advisory Services Network, LLC94$5.54K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY78$4.65K<0.01%new13F-HR/ATimelineGroup