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 | 45,146 | 2,723 | 0.04% | 0.04% | 1 | -2,937 | -6.11% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 44,680 | 2,695 | 0.06% | 0.06% | 2 | +13,425 | 42.95% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,620 | 2,088 | 0.0% | 0.0% | 3 | -1,886 | -5.17% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 27,942 | 1,670 | 0.0% | 0.0% | 4 | +2,797 | 11.12% | Q2 2026 | Aug 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 24,739 | 1,492 | 0.02% | 0.02% | 5 | +1,791 | 7.8% | Q2 2026 | Jul 15, 2026 |
| Daiwa Securities Group Inc. | History | No change | 16,260 | 980 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Values Added Financial LLC | History | Reduced | 15,706 | 947 | 0.34% | 0.39% | 7 | -419 | -2.6% | Q2 2026 | Jul 27, 2026 |
| CI INVESTMENTS INC. | History | Added to | 13,140 | 792 | 0.0% | 0.0% | 8 | +600 | 4.78% | Q2 2026 | Aug 13, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 8,710 | 525 | 0.2% | 0.21% | 9 | +137 | 1.6% | Q2 2026 | Jul 24, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 8,040 | 484 | 0.05% | 0.06% | 10 | +445 | 5.86% | Q2 2026 | Jul 31, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,316 | 441 | 0.0% | 0.0% | 11 | -733 | -9.11% | Q2 2026 | Jul 20, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 7,284 | 439 | 0.05% | 0.05% | 12 | -132 | -1.78% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 7,109 | 428 | 0.0% | 0.0% | 13 | -198 | -2.71% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 6,135 | 365 | 0.0% | 0.0% | 14 | -1,402 | -18.6% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,567 | 335 | 0.01% | 0.01% | 15 | -406 | -6.8% | Q2 2026 | Jul 31, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 4,818 | 290 | 0.13% | 0.12% | 16 | +11 | 0.23% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | New | 4,578 | 281 | 0.01% | — | 17 | +4,578 | New | Q2 2026 | Aug 12, 2026 |
| Aries Wealth Management | History | No change | 4,630 | 279 | 0.05% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 4,748 | 275 | 0.18% | 0.18% | 19 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 4,060 | 244 | 0.01% | 0.01% | 20 | +32 | 0.79% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,735 | 225 | 0.0% | 0.0% | 21 | +27 | 0.73% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,698 | 223 | 0.0% | 0.0% | 22 | -2,225 | -37.57% | Q2 2026 | Aug 14, 2026 |
| Waterford Advisors, LLC | History | Reduced | 8,481 | 205 | 0.06% | 0.1% | 23 | -3,925 | -31.64% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,169 | 191 | 0.0% | 0.0% | 24 | -152 | -4.58% | Q2 2026 | Jul 17, 2026 |
| CITIGROUP INC | History | Added to | 2,445 | 147 | 0.0% | 0.0% | 25 | +204 | 9.1% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,612 | 97 | 0.0% | 0.0% | 26 | -11 | -0.68% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 931 | 56 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 914 | 55 | 0.0% | 0.0% | 28 | -9 | -0.98% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 663 | 39 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cape Investment Advisory, Inc. | History | New | 540 | 32 | 0.01% | — | 30 | +540 | New | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 441 | 26 | 0.0% | 0.0% | 31 | -423 | -48.96% | Q2 2026 | Aug 14, 2026 |
| Oakmont Advisory Group, LLC | History | New | 378 | 22 | 0.02% | — | 34 | +378 | New | Q2 2026 | Aug 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 368 | 22 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 368 | 22 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | No change | 215 | 12 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 171 | 10 | 0.0% | 0.0% | 36 | -97 | -36.19% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 80 | 4 | 0.0% | — | 38 | +80 | New | Q2 2026 | Aug 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 71 | 4 | 0.0% | 0.0% | 37 | -30 | -29.7% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | Reduced | 43 | 2 | 0.0% | 0.0% | 39 | -9 | -17.31% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,693 | -100.0% | Q2 2026 | Aug 27, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,375 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Morling Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -462 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 07, 2026 |