iShares ESG MSCI Em LeadersLDEMETF

13F holders, Q4 2024 (December 31)
32holders
4new positions
4sold out
1famous investor
$45.40avg. 13F price*

At the end of Q4 2024, 32 institutions reported holding iShares ESG MSCI Em Leaders (LDEM) in their 13F filings, unchanged from Q3 2024. 4 opened new positions and 4 sold out. The largest holders were Commonwealth Equity Services, LLC ($3.7M), Bank of Montreal ($3.7M) and Old Mission Capital LLC ($3.0M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$948K
Exits4$1.1M

All 13F filers, Q3 2024 → Q4 2024: 59,895 shares bought and 55,976 shares sold, net +3,919 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders

Commonwealth Equity Services, LLC 0.01% Add +12.1% 81,464 $3.7M
Bank of Montreal 0.00% Reduce -4.6% 81,144 $3.7M
Old Mission Capital LLC 0.07% Add +60.5% 65,108 $3.0M
JPMorgan Chase & Co. 0.00% Reduce -29.4% 23,767 $1.1M
Merit Financial Group, LLC 0.02% Add +5.8% 22,496 $1.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +2.0% 17,567 $797K
Corient Private Wealth LP 0.00% Reduce -13.7% 17,528 $795K
Citadel Advisors 0.00% Add +11.6% 16,201 $735K
Daiwa Securities Group Inc. 0.00% New 14,960 $679K
Jane Street Group, LLC 0.00% Reduce -50.1% 11,346 $515K
Values Added Financial LLC 0.28% Add +8.8% 10,594 $481K
One Wealth Advisors, LLC 0.07% Reduce -1.9% 9,913 $450K
CI Investments Inc. 0.00% Add +4.2% 8,640 $392K
Flow Traders U.S. LLC 0.02% Add +5.8% 8,419 $382K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.1% 7,940 $360K
Bank of America Corp. 0.00% Add +1.3% 5,970 $271K
Ariadne Wealth Management, LP 0.12% New 5,241 $251K
Pathstone Holdings, LLC 0.00% Add +14.0% 5,431 $246K
Aries Wealth Management 0.06% No change 4,980 $226K
WR Wealth Planners, LLC 0.03% Reduce -56.4% 2,344 $106K
Royal Bank of Canada 0.00% No change 1,603 $73K
Addison Advisors LLC 0.02% No change 1,380 $63K
Mather Group, Llc. 0.00% No change 969 $44K
EverSource Wealth Advisors, LLC 0.00% No change 892 $40K
Glass Jacobson Investment Advisors llc 0.01% Add +0.5% 655 $30K
Cape Investment Advisory, Inc. 0.01% No change 451 $20K
Aptus Capital Advisors, LLC 0.00% Reduce -89.5% 368 $17K
O'shaughnessy Asset Management, LLC 0.00% New 368 $17K
Morgan Stanley 0.00% Add +14200.0% 286 $13K
Farther Finance Advisors, LLC 0.00% No change 161 $7K
Jones Financial Companies LLLP 0.00% New 30 $1K
Global Retirement Partners, LLC 0.00% No change 20 $907

"% 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.