iShares ESG MSCI Em LeadersLDEMETF

13F holders, Q2 2025 (June 30)
28holders −3
2new positions
5sold out
$53.97avg. 13F price*

At the end of Q2 2025, 28 institutions reported holding iShares ESG MSCI Em Leaders (LDEM) in their 13F filings, down 3 from Q1 2025. 2 opened new positions and 5 sold out. The largest holders were Commonwealth Equity Services, LLC ($3.8M), Old Mission Capital LLC ($3.0M) and Bank of Montreal ($2.7M).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$724K
Exits5$944K

All 13F filers, Q1 2025 → Q2 2025: 77,563 shares bought and 69,131 shares sold, net +8,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders

Commonwealth Equity Services, LLC 0.01% Add +61.8% 70,058 $3.8M
Old Mission Capital LLC 0.08% Add +100.2% 55,918 $3.0M
Bank of Montreal 0.00% Reduce -45.7% 49,619 $2.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Reduce -2.9% 20,424 $1.1M
JPMorgan Chase & Co. 0.00% Reduce -3.4% 19,461 $1.0M
Values Added Financial LLC 0.49% Add +40.2% 18,576 $1.0M
Daiwa Securities Group Inc. 0.00% Add +5.2% 17,430 $940K
Corient Private Wealth LP 0.00% Reduce -2.9% 16,535 $892K
Merit Financial Group, LLC 0.01% Reduce -10.9% 13,664 $737K
Beta Wealth Group, Inc. 0.19% New 9,514 $513K
CI Investments Inc. 0.00% Add +9.4% 9,290 $501K
One Wealth Advisors, LLC 0.06% Reduce -1.8% 7,566 $408K
Pathstone Holdings, LLC 0.00% Add +0.7% 6,309 $340K
Bank of America Corp. 0.00% Reduce -8.4% 5,444 $294K
Ariadne Wealth Management, LP 0.13% Reduce -22.2% 4,840 $274K
Aries Wealth Management 0.07% No change 4,980 $269K
Aprio Wealth Management, LLC 0.02% New 3,917 $211K
Jones Financial Companies LLLP 0.00% Add +1138.7% 2,304 $123K
Royal Bank of Canada 0.00% Reduce -54.0% 1,627 $88K
Addison Advisors LLC 0.02% No change 1,375 $74K
EverSource Wealth Advisors, LLC 0.00% Reduce -0.2% 866 $47K
Cape Investment Advisory, Inc. 0.01% Add +19.7% 540 $29K
Aptus Capital Advisors, LLC 0.00% No change 368 $20K
O'shaughnessy Asset Management, LLC 0.00% No change 368 $20K
Osaic Holdings, Inc. 0.00% Reduce -1.2% 322 $17K
Citigroup Inc. 0.00% Add +156.7% 249 $13K
Front Row Advisors LLC 0.00% No change 215 $12K
Glass Jacobson Investment Advisors llc 0.00% Reduce -84.7% 100 $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.