LDEMISHARES TR
CUSIP 46436E601 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (LDEM) has 39 institutional holders in Filings Flow’s 13F database, together reporting 329.1K shares worth $19M as of Q1 2026. The largest reported holders are Bank Of Montreal /Can/, Old Mission Capital LLC, and Commonwealth Equity Services, LLC.
Institutional Holders
39
Q1 2026
Reported Value
$19M
Ticker
LDEM
Quarters Tracked
25
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3M | 49.6K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.04% | $3M | 48.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 36.5K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 31.3K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 25.1K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.02% | $1M | 22.9K | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $942,465 | 16.3K | Q1 2026 |
| Values Added Financial LLC$238M AUM | 0.39% | $934,653 | 16.1K | Q1 2026 |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $726,846 | 12.5K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $722,744 | 13.7K | Q1 2026 |
| Beta Wealth Group, Inc.$242M AUM | 0.21% | $496,906 | 8.6K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $466,530 | 8.0K | Q1 2026 |
| Integrity Advisory Solutions, LLC$757M AUM | 0.06% | $440,223 | 7.6K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 0.05% | $429,848 | 7.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $425,444 | 7.5K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $423,530 | 7.3K | Q1 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.06% | $387,365 | 6.6K | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $346,255 | 6.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $343,310 | 5.9K | Q1 2026 |
| Waterford Advisors, LLC$315M AUM | 0.10% | $300,228 | 12.4K | Q1 2026 |
| Ariadne Wealth Management, LP$223M AUM | 0.13% | $278,630 | 4.8K | Q1 2026 |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.18% | $275,211 | 4.7K | Q1 2026 |
| Aries Wealth Management$455M AUM | 0.06% | $268,365 | 4.6K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.01% | $233,448 | 4.0K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $214,923 | 3.7K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $193,001 | 3.3K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $129,893 | 2.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $94,000 | 1.6K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.02% | $79,699 | 1.4K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $53,963 | 931 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $53,499 | 923 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $50,049 | 864 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $38,429 | 663 | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $31,380 | 540 | Q4 2025OLDER |
| Morling Financial Advisors, LLC$325M AUM | 0.01% | $26,754 | 462 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $21,330 | 368 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $21,330 | 368 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $15,534 | 268 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $14,237 | 245 | Q4 2025OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $12,462 | 215 | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $5,856 | 101 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $5,448 | 94 | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $3,021 | 52 | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $2,000 | 31 | Q4 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.