Vault-13

ISHARES TR LDEM

ESG MSCI EM LDRS · ETP · CUSIP 46436E601

40 institutional holders +1 vs Q1 2026
319,638319.6k shares reported held*
$19.0mreported value*
6 new 10 added 17 reduced 5 sold out net sold ≈ $442.5k (-9.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $59.31.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 39Q4 22: 47Q1 23: 39Q2 23: 40Q3 23: 41Q4 23: 34Q1 24: 32Q2 24: 31Q3 24: 33Q4 24: 33Q1 25: 32Q2 25: 29Q3 25: 36Q4 25: 35Q1 26: 39Q2 26: 4040Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202239
Q4 202247
Q1 202339
Q2 202340
Q3 202341
Q4 202334
Q1 202432
Q2 202431
Q3 202433
Q4 202433
Q1 202532
Q2 202529
Q3 202536
Q4 202535
Q1 202639
Q2 202640

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 13 bought or addedQ3 24: 13 cut or sold outQ4 24: 17 bought or addedQ4 24: 11 cut or sold outQ4 24Q1 25: 13 bought or addedQ1 25: 16 cut or sold outQ2 25: 11 bought or addedQ2 25: 17 cut or sold outQ2 25Q3 25: 14 bought or addedQ3 25: 11 cut or sold outQ4 25: 16 bought or addedQ4 25: 14 cut or sold outQ4 25Q1 26: 18 bought or addedQ1 26: 16 cut or sold outQ2 26: 16 bought or addedQ2 26: 22 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241313
Q4 20241711
Q1 20251316
Q2 20251117
Q3 20251411
Q4 20251614
Q1 20261816
Q2 20261622

Biggest buyers

GTS SECURITIES LLC Added +13,425+13.4k
StoneX Group Inc. New +4,578+4.6k
JPMORGAN CHASE & CO Added +2,797+2.8k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Added +1,791+1.8k
Integrated Wealth Concepts LLC New +834+834
CI INVESTMENTS INC. Added +600+600
Cape Investment Advisory, Inc. New +540+540
Integrity Advisory Solutions, LLC Added +445+445
Oakmont Advisory Group, LLC New +378+378
CITIGROUP INC Added +204+204

Biggest sellers

Corient Private Wealth LP Sold out -13,693-13.7k
Pathfinder Wealth Consulting, Inc. Sold out -4,748-4.7k
Waterford Advisors, LLC Reduced -3,925-3.9k
OLD MISSION CAPITAL LLC Reduced -2,937-2.9k
JANE STREET GROUP, LLC Reduced -2,225-2.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -1,886-1.9k
JONES FINANCIAL COMPANIES LLLP Reduced -1,402-1.4k
Addison Advisors LLC Sold out -1,375-1.4k
Merit Financial Group, LLC Reduced -733-733
Morling Financial Advisors, LLC Sold out -462-462

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OLD MISSION CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 45,14645.1k $2.7m $2.7m 0.07% Reduced -2.9k -2,937
2 GTS SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 44,68044.7k $2.7m $2.7m 0.06% Added +13.4k +13,425
3 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 34,62034.6k $2.1m $2.1m 0.00% Reduced -1.9k -1,886
4 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 27,94227.9k $1.7m $1.7m 0.00% Added +2.8k +2,797
5 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.02% of their portfolio MINNEAPOLIS, MN 24,73924.7k $1.5m $1.5m 0.02% Added +1.8k +1,791
6 Daiwa Securities Group Inc. 0.00% of their portfolio CHIYODA-KU,TOKYO, M0 16,26016.3k $980.8k $980.8k 0.00% Unchanged
7 Values Added Financial LLC 0.34% of their portfolio WASHINGTON, DC 15,70615.7k $947.4k $947.4k 0.34% Reduced -419 -419
8 CI INVESTMENTS INC. 0.00% of their portfolio TORONTO, Z4 13,14013.1k $792.6k $792.6k 0.00% Added +600 +600
9 Beta Wealth Group, Inc. 0.20% of their portfolio SAN DIEGO, CA 8,7108.7k $525.4k $525.4k 0.20% Added +137 +137
10 Waterford Advisors, LLC 0.06% of their portfolio ORCHARD PARK, NY 8,4818.5k $205.4k $205.4k 0.06% Reduced -3.9k -3,925
11 Integrity Advisory Solutions, LLC 0.05% of their portfolio DALLAS, TX 8,0408.0k $485.0k $485.0k 0.05% Added +445 +445
12 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 7,3167.3k $441.3k $441.3k 0.00% Reduced -733 -733
13 One Wealth Advisors, LLC 0.05% of their portfolio SAN FRANCISCO, CA 7,2847.3k $439.4k $439.4k 0.05% Reduced -132 -132
14 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 7,1097.1k $428.8k $428.8k 0.00% Reduced -198 -198
15 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 6,1356.1k $365.1k $365.1k 0.00% Reduced -1.4k -1,402
16 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 5,5675.6k $335.8k $335.8k 0.01% Reduced -406 -406
17 Ariadne Wealth Management, LP 0.13% of their portfolio SANTA BARBARA, CA 4,8184.8k $290.6k $290.6k 0.13% Added +11 +11
18 Aries Wealth Management 0.05% of their portfolio PORTLAND, ME 4,6304.6k $279.3k $279.3k 0.05% Unchanged
19 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 4,5784.6k $281.3k $281.3k 0.01% New
20 Aprio Wealth Management, LLC 0.01% of their portfolio ATLANTA, GA 4,0604.1k $244.9k $244.9k 0.01% Added +32 +32
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,7353.7k $225.3k $225.3k 0.00% Added +27 +27
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 3,6983.7k $223.1k $223.1k 0.00% Reduced -2.2k -2,225
23 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,1693.2k $191.1k $191.1k 0.00% Reduced -152 -152
24 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,4452.4k $147.5k $147.5k 0.00% Added +204 +204
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,6121.6k $97.0k $97.0k 0.00% Reduced -11 -11
26 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 931931 $56.2k $56.2k 0.00% Unchanged
27 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 914914 $55.1k $55.1k 0.00% Reduced -9 -9
28 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 834834 $50.3k $50.3k 0.00% New
29 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 663663 $40.0k $40.0k 0.00% Unchanged
30 Cape Investment Advisory, Inc. 0.01% of their portfolio MCDONOUGH, GA 540540 $32.6k $32.6k 0.01% New
31 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 441441 $26.6k $26.6k 0.00% Reduced -423 -423
32 Oakmont Advisory Group, LLC 0.02% of their portfolio ALBUQUERQUE, NM 378378 $22.8k $22.8k 0.02% New
33 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 368368 $22.2k $22.2k 0.00% Unchanged
34 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 368368 $22.2k $22.2k 0.00% Unchanged
35 Front Row Advisors LLC 0.00% of their portfolio TIBURON, CA 215215 $13.0k $13.0k 0.00% Unchanged
36 UBS Group AG 0.00% of their portfolio ZURICH, V8 171171 $10.3k $10.3k 0.00% Reduced -97 -97
37 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 8080 $4.8k $4.8k 0.00% New
38 Glass Jacobson Investment Advisors llc 0.00% of their portfolio OWINGS MILLS, MD 7171 $4.3k $4.3k 0.00% Reduced -30 -30
39 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4343 $2.6k $2.6k 0.00% Reduced -9 -9
40 BlackRock, Inc. 0.00% of their portfolio New York, NY 11 $46 $46 0.00% New