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iShares ESG MSCI EM Leaders ETF (LDEM) Institutional Ownership

iShares ESG MSCI EM Leaders ETF logo
$58.32 -0.62 (-1.05%)
As of 07/24/2026 03:21 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG MSCI EM Leaders ETF (NASDAQ:LDEM)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$4.27M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.76M
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LDEM Institutional Buying and Selling by Quarter

iShares ESG MSCI EM Leaders ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE3,708$215K0.0%-17.6%0.674%
5/13/2026CI Investments Inc.12,540$727K0.0%+7.7%2.280%
5/7/2026Beta Wealth Group Inc.8,573$497K0.2%-7.1%1.559%
3/9/2026Corient Private Wealth LLC12,832$746K0.0%-16.7%2.333%
2/19/2026Corient Private Wealth LLC12,832$746K0.0%-16.7%2.333%
2/18/2026OLD Mission Capital LLC60,501$3.52M0.1%+131.3%11.000%
2/17/2026Osaic Holdings Inc.7,537$438K0.0%+12.1%1.370%
2/12/2026CI Investments Inc.11,640$676K0.0%+10.4%2.116%
2/12/2026Jane Street Group LLC5,824$338K0.0%+12.0%1.059%
2/12/2026Commonwealth Equity Services LLC65,714$3.82M0.0%-6.5%11.948%
2/11/2026Daiwa Securities Group Inc.15,550$904K0.0%+13.4%2.827%
2/9/2026Integrity Advisory Solutions LLC7,421$431K0.1%+12.9%1.349%
2/9/2026 Pathfinder Wealth Consulting Inc.4,748$276K0.2%N/A0.863%
2/6/2026Morling Financial Advisors LLC462$27K0.0%N/A0.084%
1/30/2026Aries Wealth Management4,560$265K0.1%-8.4%0.829%
1/26/2026 Merit Financial Group LLC10,774$626K0.0%-8.8%1.959%
1/23/2026 Farther Finance Advisors LLC3,083$179K0.0%+297.3%0.561%
1/22/2026 Cliftonlarsonallen Wealth Advisors LLC22,992$1.34M0.0%+2.6%4.180%
1/16/2026Values Added Financial LLC16,394$953K0.4%-2.2%2.981%
1/1/2026JPMorgan Chase & Co.17,305$1.02M0.0%-11.1%3.146%
11/17/2025Bank of America Corp DE4,607$272K0.0%-15.4%0.838%
11/12/2025Integrity Advisory Solutions LLC6,573$387K0.1%N/A1.195%
11/12/2025CI Investments Inc.10,540$621K0.0%+13.5%1.916%
11/7/2025 Merit Financial Group LLC11,812$696K0.0%-13.6%2.148%
11/7/2025Beta Wealth Group Inc.9,216$543K0.2%-3.1%1.676%
11/7/2025JPMorgan Chase & Co.17,305$1.02M0.0%-11.1%3.146%
11/5/2025 Flagship Harbor Advisors LLC3,603$212K0.0%N/A0.655%
10/31/2025Values Added Financial LLC16,771$988K0.4%-9.7%3.049%
10/21/2025Mather Group LLC.947$56K0.0%N/A0.172%
10/20/2025 Merit Financial Group LLC11,812$696K0.0%-13.6%2.148%
10/14/2025 Farther Finance Advisors LLC776$46K0.0%N/A0.141%
10/14/2025 Cliftonlarsonallen Wealth Advisors LLC22,415$1.32M0.0%+9.7%4.075%
9/26/2025Corient Private Wealth LLC16,535$892K0.0%-2.9%3.006%
8/15/2025Corient Private Wealth LLC16,535$892K0.0%-2.9%3.006%
8/15/2025Bank of America Corp DE5,444$294K0.0%-8.4%0.990%
8/14/2025Daiwa Securities Group Inc.17,430$940K0.0%+5.2%3.169%
8/12/2025JPMorgan Chase & Co.19,461$1.05M0.0%-3.4%3.538%
8/11/2025Beta Wealth Group Inc.9,514$513K0.2%N/A1.730%
8/5/2025Bank of Montreal Can49,619$2.68M0.0%-45.7%9.022%
7/23/2025Values Added Financial LLC18,576$1.00M0.5%+40.2%3.377%
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7/21/2025 Cliftonlarsonallen Wealth Advisors LLC20,424$1.10M0.0%-2.9%3.713%
5/19/2025Jane Street Group LLC9,971$486K0.0%-12.1%1.813%
5/15/2025OLD Mission Capital LLC27,931$1.36M0.0%-57.1%5.078%
5/6/2025One Wealth Advisors LLC7,708$376K0.1%-22.2%1.401%
4/29/2025Values Added Financial LLC13,253$646K0.4%+25.1%2.410%
4/17/2025Cliftonlarsonallen Wealth Advisors LLC21,025$1.02M0.0%+19.7%3.823%
4/9/2025Merit Financial Group LLC15,334$747K0.0%-31.8%2.788%
2/17/2025Citadel Advisors LLC16,201$735K0.0%+11.6%2.492%
2/14/2025Jane Street Group LLC11,346$515K0.0%-50.1%1.746%
2/13/2025Bank of Montreal Can81,144$3.68M0.0%-4.6%12.484%
2/12/2025OLD Mission Capital LLC65,108$2.95M0.0%+60.5%10.017%
2/12/2025JPMorgan Chase & Co.23,767$1.08M0.0%-29.4%3.656%
2/12/2025Ariadne Wealth Management LP5,241$251K0.1%N/A0.806%
2/10/2025Corient Private Wealth LLC17,528$795K0.0%-13.7%2.697%
2/10/2025Commonwealth Equity Services LLC81,464$3.70M0.0%+12.1%12.533%
2/7/2025Daiwa Securities Group Inc.14,960$679K0.0%N/A2.302%
2/5/2025WR Wealth Planners LLC2,344$106K0.0%-56.4%0.361%
1/30/2025Values Added Financial LLC10,594$481K0.3%+8.8%1.630%
1/15/2025Merit Financial Group LLC22,496$1.02M0.0%+5.8%3.461%
1/14/2025Cliftonlarsonallen Wealth Advisors LLC17,567$797K0.0%+2.0%2.703%
12/26/2024JPMorgan Chase & Co.33,647$1.69M0.0%-14.4%5.176%
11/15/2024Glass Jacobson Investment Advisors llc652$33K0.0%-66.0%0.100%
11/15/2024Jane Street Group LLC22,749$1.15M0.0%-25.5%3.500%
11/14/2024Flow Traders U.S. LLC7,960$401K0.0%-91.7%1.225%
11/13/2024Bank of Montreal Can85,047$4.35M0.0%+0.9%13.084%
11/1/2024Beta Wealth Group Inc.4,181$210K0.1%N/A0.643%
10/15/2024Cliftonlarsonallen Wealth Advisors LLC17,224$867K0.0%-13.3%2.650%
10/8/2024Mather Group LLC.969$49K0.0%-18.2%0.149%
8/14/2024Bank of Montreal Can84,319$3.88M0.0%-11.6%11.243%
8/12/2024Glass Jacobson Investment Advisors llc1,919$87K0.0%-19.8%0.256%
8/5/2024Addison Advisors LLC1,380$62K0.0%+21.1%0.184%
7/31/2024Commonwealth Equity Services LLC70,531$3.18M0.0%+9.9%9.404%
7/12/2024Cliftonlarsonallen Wealth Advisors LLC19,864$896K0.0%+16.0%2.649%
5/15/2024Flow Traders U.S. LLC71,893$3.15M0.2%+35.2%9.586%
5/2/2024Cliftonlarsonallen Wealth Advisors LLC17,119$750K0.0%+4.2%2.283%
4/29/2024Commonwealth Equity Services LLC64,196$2.81M0.0%+17.2%8.559%
4/25/2024Values Added Financial LLC9,610$421K0.3%+37.8%1.281%
4/9/2024Mather Group LLC.1,199$53K0.0%N/A0.160%
2/9/2024Corient Private Wealth LLC20,217$889K0.0%+1.4%2.696%
2/2/2024Addison Advisors LLC3,715$163K0.1%-12.5%0.495%
1/22/2024Glass Jacobson Investment Advisors llc2,955$130K0.1%-67.1%0.394%
1/18/2024Values Added Financial LLC6,976$307K0.3%-29.9%0.930%
1/16/2024Wealthsource Partners LLC9,503$418K0.0%-71.5%1.267%
11/16/2023High Falls Advisors Inc8,197$351K0.1%+45.8%0.745%
11/14/2023W Advisors LLC4,788$205K0.2%-23.9%0.435%
11/13/2023CI Investments Inc.5,340$228K0.0%+13.3%0.485%
11/13/2023Wealthsource Partners LLC33,305$1.43M0.1%+21.4%3.028%
11/9/2023Wealth Alliance12,294$526K0.1%-15.5%1.118%
11/7/2023Merit Financial Group LLC20,678$885K0.0%+4.7%1.880%
11/7/2023Goodwin Investment Advisory846$36K0.0%-33.8%0.077%
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11/7/2023Glass Jacobson Investment Advisors llc8,985$384K0.2%-14.9%0.817%
10/24/2023Tcwp LLC5,124$219K0.2%-34.8%0.466%
10/24/2023Stratos Wealth Advisors LLC4,725$202K0.0%-20.0%0.430%
10/23/2023Commonwealth Equity Services LLC43,727$1.87M0.0%+16.0%3.975%
10/20/2023My Legacy Advisors LLC6,353$266K0.1%-26.1%0.578%
10/16/2023ONE Advisory Partners LLC9,125$390K0.2%N/A0.830%
10/13/2023Cliftonlarsonallen Wealth Advisors LLC14,929$639K0.0%-4.8%1.357%
10/12/2023Mayflower Financial Advisors LLC7,495$321K0.0%N/A0.681%
8/14/2023Keebeck Wealth Management LLC25,494$1.14M0.2%+43.7%2.125%
8/10/2023Commonwealth Equity Services LLC37,684$1.69M0.0%+23.0%3.140%


LDEM Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 institutional investors and hedge funds held shares of iShares ESG MSCI EM Leaders ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($3.82M), OLD Mission Capital LLC ($3.52M), Bank of Montreal Can ($2.68M), Cliftonlarsonallen Wealth Advisors LLC ($1.34M), JPMorgan Chase & Co. ($1.02M), Values Added Financial LLC ($953K), and Daiwa Securities Group Inc. ($904K).Learn more on iShares ESG MSCI EM Leaders ETF's institutional investors.

Of the 20 institutional investors that purchased iShares ESG MSCI EM Leaders ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($58.89K), Daiwa Securities Group Inc. ($17.66K), Commonwealth Equity Services LLC ($15.12K), Beta Wealth Group Inc. ($13.70K), Values Added Financial LLC ($8.84K), Integrity Advisory Solutions LLC ($7.42K), and Cliftonlarsonallen Wealth Advisors LLC ($6.37K).

Institutional investors have bought a total of 74,082 shares in the last 24 months. This purchase volume represents approximately $4.27M in transactions.

Of the 9 institutional investors that sold iShares ESG MSCI EM Leaders ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Montreal Can ($41.83K), Corient Private Wealth LLC ($6.14K), JPMorgan Chase & Co. ($4.99K), Merit Financial Group LLC ($4.74K), Commonwealth Equity Services LLC ($4.59K), Values Added Financial LLC ($2.18K), and Bank of America Corp DE ($2.12K).

Institutional investors have sold a total of 67,966 shares in the last 24 months. This volume of shares sold represents approximately $3.76M in transactions.


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This page (NASDAQ:LDEM) was last updated on 7/25/2026 by MarketBeat.com Staff.
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