iShares ESG MSCI Em LeadersLDEMETF

13F holders, Q3 2024 (September 30)
32holders +2
3new positions
1sold out
1famous investor
$50.48avg. 13F price*

At the end of Q3 2024, 32 institutions reported holding iShares ESG MSCI Em Leaders (LDEM) in their 13F filings, up 2 from Q2 2024. 3 opened new positions and 1 sold out. The largest holders were Bank of Montreal ($4.3M), Commonwealth Equity Services, LLC ($3.7M) and Old Mission Capital LLC ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares ESG MSCI Em Leaders
CUSIP
46436E601
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 31Q1 2024Q2 2024: 30Q2 2024Q3 2024: 32Q3 2024Q4 2024: 32Q4 2024Q1 2025: 31Q1 2025Q2 2025: 28Q2 2025Q3 2025: 36Q3 2025Q4 2025: 35Q4 2025Q1 2026: 39Q1 2026Q2 2026: 39Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions3$1.1M
Exits1$3K

All 13F filers, Q2 2024 → Q3 2024: 32,225 shares bought and 124,991 shares sold, net −92,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders

Bank of Montreal 0.00% Add +0.9% 85,047 $4.3M
Commonwealth Equity Services, LLC 0.01% Add +3.0% 72,676 $3.7M
Old Mission Capital LLC 0.04% Add +19.8% 40,564 $2.0M
JPMorgan Chase & Co. 0.00% Reduce -14.4% 33,647 $1.7M
Jane Street Group, LLC 0.00% Reduce -25.5% 22,749 $1.1M
Merit Financial Group, LLC 0.02% Reduce -10.0% 21,260 $1.1M
Corient Private Wealth LP 0.00% Add +0.3% 20,300 $1.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Reduce -13.3% 17,224 $867K
Retirement Capital Strategies 0.33% New 16,504 $830K
Citadel Advisors 0.00% Reduce -53.5% 14,513 $730K
One Wealth Advisors, LLC 0.08% Reduce -1.6% 10,101 $508K
Values Added Financial LLC 0.31% No change 9,740 $490K
CI Investments Inc. 0.00% Reduce -4.0% 8,290 $417K
Flow Traders U.S. LLC 0.02% Reduce -91.7% 7,960 $401K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.7% 7,936 $399K
Bank of America Corp. 0.00% Add +7.4% 5,893 $297K
WR Wealth Planners, LLC 0.08% Add +3.4% 5,377 $271K
Aries Wealth Management 0.07% No change 4,980 $251K
Pathstone Holdings, LLC 0.00% Add +3.0% 4,765 $240K
Beta Wealth Group, Inc. 0.09% New 4,181 $210K
Aptus Capital Advisors, LLC 0.00% Reduce -3.0% 3,499 $176K
Royal Bank of Canada 0.00% Add +1.1% 1,603 $81K
Addison Advisors LLC 0.02% No change 1,380 $69K
Mather Group, Llc. 0.00% Reduce -18.2% 969 $49K
EverSource Wealth Advisors, LLC 0.00% Reduce -23.4% 892 $45K
Glass Jacobson Investment Advisors llc 0.01% Reduce -66.0% 652 $33K
UBS Group AG 0.00% Add +357.9% 641 $32K
Cape Investment Advisory, Inc. 0.01% New 451 $23K
LGT Financial Advisors LLC 0.04% No change 340 $17K
Farther Finance Advisors, LLC 0.00% No change 161 $8K
Global Retirement Partners, LLC 0.00% No change 20 $1K
Morgan Stanley 0.00% No change 2 $103

"% of holder's portfolio" is LDEM's weight in each manager's 13F, not the share of iShares ESG MSCI Em Leaders the manager owns.