iSHARES TRUST - LDEM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | History | Reduced | 48,083 | 2,786 | 0.04% | 0.08% | 1 | -12,418 | -20.53% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 36,506 | 2,115 | 0.0% | 0.01% | 2 | -29,208 | -44.45% | Q1 2026 | Apr 27, 2026 |
| GTS SECURITIES LLC | History | New | 31,255 | 1,811 | 0.06% | — | 3 | +31,255 | New | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 25,145 | 1,411 | 0.0% | 0.0% | 4 | +7,947 | 46.21% | Q1 2026 | May 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 22,948 | 1,330 | 0.02% | 0.02% | 5 | -44 | -0.19% | Q1 2026 | Apr 09, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 16,260 | 942 | 0.0% | 0.0% | 6 | +710 | 4.57% | Q1 2026 | May 13, 2026 |
| Values Added Financial LLC | History | Reduced | 16,125 | 934 | 0.39% | 0.4% | 7 | -269 | -1.64% | Q1 2026 | Apr 20, 2026 |
| CI INVESTMENTS INC. | History | Added to | 12,540 | 726 | 0.0% | 0.0% | 8 | +900 | 7.73% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 13,693 | 722 | 0.0% | 0.0% | 9 | +861 | 6.71% | Q1 2026 | May 15, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 8,573 | 496 | 0.21% | 0.22% | 10 | -655 | -7.1% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,049 | 466 | 0.0% | 0.01% | 11 | -2,725 | -25.29% | Q1 2026 | Apr 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 7,595 | 440 | 0.06% | 0.06% | 12 | +174 | 2.34% | Q1 2026 | May 11, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 7,416 | 429 | 0.05% | 0.05% | 13 | -150 | -1.98% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,537 | 425 | 0.0% | 0.0% | 14 | +2,909 | 62.86% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 7,307 | 423 | 0.0% | 0.0% | 15 | -574 | -7.28% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | New | 5,973 | 346 | 0.01% | — | 16 | +5,973 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 5,923 | 343 | 0.0% | 0.0% | 17 | +99 | 1.7% | Q1 2026 | May 12, 2026 |
| Waterford Advisors, LLC | History | New | 12,406 | 300 | 0.1% | — | 18 | +12,406 | New | Q1 2026 | May 15, 2026 |
| Ariadne Wealth Management, LP | History | No change | 4,807 | 278 | 0.12% | 0.12% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 4,748 | 275 | 0.18% | 0.17% | 20 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Aries Wealth Management | History | Added to | 4,630 | 268 | 0.06% | 0.06% | 21 | +70 | 1.54% | Q1 2026 | May 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 4,028 | 233 | 0.01% | 0.01% | 22 | +25 | 0.62% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,708 | 214 | 0.0% | 0.0% | 23 | -790 | -17.56% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,321 | 193 | 0.0% | 0.0% | 24 | +238 | 7.72% | Q1 2026 | Apr 07, 2026 |
| CITIGROUP INC | History | Added to | 2,241 | 129 | 0.0% | 0.0% | 25 | +331 | 17.33% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,623 | 94 | 0.0% | 0.0% | 26 | -11 | -0.67% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | No change | 1,375 | 79 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | New | 931 | 53 | 0.0% | — | 28 | +931 | New | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 923 | 53 | 0.0% | 0.0% | 29 | +57 | 6.58% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 864 | 50 | 0.0% | 0.0% | 30 | -6,673 | -88.54% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 663 | 38 | 0.0% | — | 31 | +663 | New | Q1 2026 | May 11, 2026 |
| Morling Financial Advisors, LLC | History | No change | 462 | 26 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 368 | 21 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 368 | 21 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | New | 268 | 15 | 0.0% | — | 35 | +268 | New | Q1 2026 | May 05, 2026 |
| Front Row Advisors LLC | History | No change | 215 | 12 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Advisory Services Network, LLC | History | New | 94 | 5 | 0.0% | — | 37 | +94 | New | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 101 | 5 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Reduced | 52 | 3 | 0.0% | 0.0% | 39 | -7 | -11.86% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -540 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 16, 2026 |