ISHARES TR (LDEM)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
41
Reporting holders
$19.5M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | $2.7M | 45,146 | 0.04% | 11q | -6.1%-$177.2K |
| GTS SECURITIES LLC | $2.7M | 44,680 | 0.06% | 2q | +43.0%+$809.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 34,620 | 0.00% | 21q | -5.2%-$113.8K |
| JPMORGAN CHASE & CO | $1.7M | 27,942 | 0.00% | 19q | +11.1%+$167.2K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.5M | 24,739 | 0.02% | 21q | +7.8%+$108.0K |
| Daiwa Securities Group Inc. | $980.8K | 16,260 | 0.00% | 7q | HELD |
| Values Added Financial LLC | $947.4K | 15,706 | 0.34% | 13q | -2.6%-$25.3K |
| Merit Financial Group, LLC | $882.6K | 14,632 | 0.00% | 18q | +81.8%+$397.1K |
| CI INVESTMENTS INC. | $792.6K | 13,140 | 0.00% | 20q | +4.8%+$36.2K |
| Beta Wealth Group, Inc. | $525.4K | 8,710 | 0.20% | 5q | +1.6%+$8.3K |
| Integrity Advisory Solutions, LLC | $485.0K | 8,040 | 0.05% | 4q | +5.9%+$26.8K |
| One Wealth Advisors, LLC | $439.4K | 7,284 | 0.05% | 20q | -1.8%-$8.0K |
| Pathstone Holdings, LLC | $428.8K | 7,109 | 0.00% | 11q | -2.7%-$11.9K |
| JONES FINANCIAL COMPANIES LLLP | $365.1K | 6,135 | 0.00% | 7q | -18.6%-$83.4K |
| MGO ONE SEVEN LLC | $335.8K | 5,567 | 0.01% | 2q | -6.8%-$24.5K |
| Ariadne Wealth Management, LP | $290.6K | 4,818 | 0.13% | 7q | HELD |
| StoneX Group Inc. | $281.3K | 4,578 | 0.01% | new | NEW |
| Aries Wealth Management | $279.3K | 4,630 | 0.05% | 10q | HELD |
| Aprio Wealth Management, LLC | $244.9K | 4,060 | 0.01% | 5q | +0.8%+$1.9K |
| BANK OF AMERICA CORP /DE/ | $225.3K | 3,735 | 0.00% | 23q | +0.7%+$1.6K |
| JANE STREET GROUP, LLC | $223.1K | 3,698 | 0.00% | 4q | -37.6%-$134.2K |
| Waterford Advisors, LLC | $205.4K | 8,481 | 0.06% | 2q | -31.6%-$95.1K |
| Farther Finance Advisors, LLC | $191.1K | 3,169 | 0.00% | 4q | -4.6%-$9.2K |
| CITIGROUP INC | $147.5K | 2,445 | 0.00% | 6q | +9.1%+$12.3K |
| ROYAL BANK OF CANADA | $97.0K | 1,612 | 0.00% | 21q | -0.7% |
| MERCER GLOBAL ADVISORS INC /ADV | $69.5K | 1,152 | 0.00% | new | NEW |
| MATHER GROUP, LLC. | $56.2K | 931 | 0.00% | 2q | HELD |
| EverSource Wealth Advisors, LLC | $55.1K | 914 | 0.00% | 19q | -1.0% |
| Integrated Wealth Concepts LLC | $50.3K | 834 | 0.00% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $40.0K | 663 | 0.00% | 2q | HELD |
| Cape Investment Advisory, Inc. | $32.6K | 540 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $26.6K | 441 | 0.00% | 6q | -49.0%-$25.5K |
| Oakmont Advisory Group, LLC | $22.8K | 378 | 0.02% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $22.2K | 368 | 0.00% | 7q | HELD |
| Aptus Capital Advisors, LLC | $22.2K | 368 | 0.00% | 10q | HELD |
| Front Row Advisors LLC | $13.0K | 215 | 0.00% | 6q | HELD |
| UBS Group AG | $10.3K | 171 | 0.00% | 2q | -36.2%-$5.9K |
| Arax Advisory Partners | $4.8K | 80 | 0.00% | new | NEW |
| Glass Jacobson Investment Advisors llc | $4.3K | 71 | 0.00% | 14q | -29.7%-$1.8K |
| MORGAN STANLEY | $2.6K | 43 | 0.00% | 4q | -17.3% |
| BlackRock, Inc. | $46 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 41 | $19.5M | 328,106 | 7 | 10 | 16 | 0.0% |
| Q1 2026 | 39 | $18.5M | 329,124 | 7 | 11 | 12 | 0.0% |
| Q4 2025 | 33 | $18.3M | 314,804 | 1 | 13 | 10 | 0.0% |
| Q3 2025 | 33 | $15.2M | 257,513 | 7 | 4 | 9 | 0.0% |
| Q2 2025 | 25 | $13.3M | 246,728 | 2 | 6 | 11 | 0.0% |
| Q1 2025 | 28 | $12.9M | 265,089 | 5 | 7 | 8 | 0.0% |
| Q4 2024 | 27 | $13.9M | 306,813 | 3 | 8 | 7 | 0.0% |
| Q3 2024 | 28 | $18.2M | 361,102 | 3 | 7 | 10 | 0.0% |
| Q2 2024 | 26 | $17.0M | 374,095 | 2 | 8 | 10 | 0.0% |
| Q1 2024 | 27 | $19.6M | 446,633 | 4 | 8 | 13 | 0.0% |
| Q4 2023 | 30 | $22.6M | 512,894 | 3 | 7 | 18 | 0.0% |
| Q3 2023 | 37 | $34.0M | 791,786 | 5 | 16 | 15 | 0.0% |
| Q2 2023 | 36 | $40.8M | 907,137 | 5 | 17 | 9 | 0.0% |
| Q1 2023 | 34 | $29.0M | 635,625 | 2 | 19 | 7 | 0.0% |
| Q4 2022 | 38 | $33.1M | 771,912 | 5 | 10 | 18 | 0.0% |
| Q3 2022 | 37 | $46.5M | 1,131,214 | 4 | 23 | 8 | 0.0% |
| Q2 2022 | 40 | $37.0M | 778,053 | 6 | 17 | 13 | 0.0% |
| Q1 2022 | 48 | $47.9M | 960,496 | 10 | 22 | 13 | 0.0% |
| Q4 2021 | 45 | $48.0M | 832,485 | 17 | 16 | 5 | 0.0% |
| Q3 2021 | 27 | $820.7M | 13,427,172 | 8 | 12 | 4 | 0.0% |
| Q2 2021 | 25 | $856.8M | 13,023,103 | 10 | 7 | 6 | 0.0% |
| Q1 2021 | 15 | $835.3M | 13,277,018 | 7 | 4 | 3 | 0.0% |
| Q4 2020 | 8 | $824.0M | 13,784,482 | 4 | 1 | 2 | 0.0% |
| Q3 2020 | 4 | $634.7M | 12,415,635 | 0 | 1 | 2 | 0.0% |
| Q2 2020 | 4 | $584.7M | 12,441,183 | 2 | 0 | 1 | 0.0% |
| Q1 2020 | 3 | $12.2M | 310,470 | 3 | 0 | 0 | 0.0% |