LDEM Institutional Ownership
iShares ESG MSCI EM Leaders ETF
1W: -1.1%
1M: -1.3%
3M: +0.7%
YTD: +2.2%
1Y: +4.6%
3Y: +56.1%
5Y: +15.0%
$60.68
+0.32 (+0.53%)
Weekly Expected Move ±2.5%
$58
$59
$61
$62
$64
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LDEM
45
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
19M
Total Invested
7
New Positions
10
Increased
21
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (48 total)
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| StoneX Group Inc. | 4,578 | 278K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,152 | 70K |
| Integrated Wealth Concepts LLC | 834 | 51K |
| Cape Investment Advisory, Inc. | 540 | 33K |
| Oakmont Advisory Group, LLC | 378 | 23K |
| Arax Advisory Partners | 80 | 5K |
| BlackRock, Inc. | 1 | 0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Corient Private Wealth LLC | 13,693 | 831K |
| Addison Advisors LLC | 1,375 | 83K |
| Morling Financial Advisors, LLC | 462 | 28K |
| FLAGSHIP HARBOR ADVISORS, LLC | 245 | 15K |
| Advisory Services Network, LLC | 94 | 6K |
| IFC & Insurance Marketing, Inc. | 31 | 2K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | +13,425 | +43.0% | 44,680 |
| JPMORGAN CHASE & CO | +2,797 | +11.1% | 27,942 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | +1,791 | +7.8% | 24,739 |
| CI INVESTMENTS INC. | +600 | +4.8% | 13,140 |
| Integrity Advisory Solutions, LLC | +445 | +5.9% | 8,040 |
| CITIGROUP INC | +204 | +9.1% | 2,445 |
| Beta Wealth Group, Inc. | +137 | +1.6% | 8,710 |
| Aprio Wealth Management, LLC | +32 | +0.8% | 4,060 |
| BANK OF AMERICA CORP /DE | +27 | +0.7% | 3,735 |
| Ariadne Wealth Management, LP | +11 | +0.2% | 4,818 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Waterford Advisors, LLC | -3,925 | -31.6% | 8,481 |
| OLD MISSION CAPITAL LLC | -2,937 | -6.1% | 45,146 |
| JANE STREET GROUP, LLC | -2,225 | -37.6% | 3,698 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,886 | -5.2% | 34,620 |
| JONES FINANCIAL COMPANIES LLLP | -1,402 | -18.6% | 6,135 |
| Merit Financial Group, LLC | -733 | -9.1% | 7,316 |
| OSAIC HOLDINGS, INC. | -423 | -49.0% | 441 |
| Values Added Financial LLC | -419 | -2.6% | 15,706 |
| MGO ONE SEVEN LLC | -406 | -6.8% | 5,567 |
| Pathstone Holdings, LLC | -198 | -2.7% | 7,109 |
| Farther Finance Advisors, LLC | -152 | -4.6% | 3,169 |
| One Wealth Advisors, LLC | -132 | -1.8% | 7,284 |
| UBS Group AG | -97 | -36.2% | 171 |
| Glass Jacobson Investment Advisors | -30 | -29.7% | 71 |
| ROYAL BANK OF CANADA | -11 | -0.7% | 1,612 |
| MORGAN STANLEY | -9 | -17.3% | 43 |
| EverSource Wealth Advisors, LLC | -9 | -1.0% | 914 |