iShares ESG MSCI Em LeadersLDEMETF
13F holders, Q1 2025 (March 31)31holders −1
5new positions
4sold out
$48.75avg. 13F price*
At the end of Q1 2025, 31 institutions reported holding iShares ESG MSCI Em Leaders (LDEM) in their 13F filings, down 1 from Q4 2024. 5 opened new positions and 4 sold out. The largest holders were Bank of Montreal ($4.5M), Commonwealth Equity Services, LLC ($2.1M) and Old Mission Capital LLC ($1.4M).
- Company
- iShares ESG MSCI Em Leaders
- CUSIP
- 46436E601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $429K |
| Exits | 4 | $1.5M |
All 13F filers, Q4 2024 → Q1 2025: 30,735 shares bought and 123,160 shares sold, net −92,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Bank of Montreal | 0.00% | Add +12.7% | 91,444 | $4.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -46.9% | 43,298 | $2.1M |
| Old Mission Capital LLC | 0.03% | Reduce -57.1% | 27,931 | $1.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +19.7% | 21,025 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.3% | 20,142 | $981K |
| Corient Private Wealth LP | 0.00% | Reduce -2.9% | 17,029 | $830K |
| Daiwa Securities Group Inc. | 0.00% | Add +10.8% | 16,570 | $807K |
| Merit Financial Group, LLC | 0.01% | Reduce -31.8% | 15,334 | $747K |
| Values Added Financial LLC | 0.36% | Add +25.1% | 13,253 | $646K |
| Jane Street Group, LLC | 0.00% | Reduce -12.1% | 9,971 | $486K |
| CI Investments Inc. | 0.00% | Reduce -1.7% | 8,490 | $414K |
| One Wealth Advisors, LLC | 0.06% | Reduce -22.2% | 7,708 | $376K |
| Retirement Capital Strategies | 0.14% | New | 7,314 | $356K |
| Ariadne Wealth Management, LP | 0.16% | Add +18.7% | 6,220 | $311K |
| Pathstone Holdings, LLC | 0.00% | Add +15.4% | 6,266 | $310K |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 5,941 | $289K |
| Aries Wealth Management | 0.07% | No change | 4,980 | $243K |
| Royal Bank of Canada | 0.00% | Add +120.8% | 3,540 | $172K |
| Addison Advisors LLC | 0.02% | Reduce -0.4% | 1,375 | $67K |
| Mather Group, Llc. | 0.00% | Reduce -2.3% | 947 | $46K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.7% | 868 | $42K |
| UBS Group AG | 0.00% | New | 849 | $41K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 655 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 451 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 368 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 368 | $18K |
| Osaic Holdings, Inc. | 0.00% | New | 326 | $16K |
| Morgan Stanley | 0.00% | No change | 286 | $14K |
| Front Row Advisors LLC | 0.00% | New | 215 | $10K |
| Jones Financial Companies LLLP | 0.00% | Add +520.0% | 186 | $9K |
| Citigroup Inc. | 0.00% | New | 97 | $5K |
"% 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.