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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 65,714 | 3,818 | 0.01% | 0.01% | 1 | -4,587 | -6.52% | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 60,501 | 3,515 | 0.08% | 0.03% | 2 | +34,347 | 131.33% | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 22,992 | 1,336 | 0.02% | 0.02% | 3 | +577 | 2.57% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,198 | 999 | 0.0% | 0.0% | 4 | -107 | -0.62% | Q4 2025 | Feb 11, 2026 |
| Values Added Financial LLC | History | Reduced | 16,394 | 952 | 0.4% | 0.44% | 5 | -377 | -2.25% | Q4 2025 | Jan 16, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 15,550 | 904 | 0.0% | 0.0% | 6 | +1,840 | 13.42% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 12,832 | 745 | 0.0% | 0.0% | 7 | -2,576 | -16.72% | Q4 2025 | Mar 09, 2026 |
| CI INVESTMENTS INC. | History | Added to | 11,640 | 676 | 0.0% | 0.0% | 8 | +1,100 | 10.44% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,774 | 626 | 0.01% | 0.01% | 9 | -1,038 | -8.79% | Q4 2025 | Jan 26, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 9,228 | 536 | 0.22% | 0.21% | 10 | +12 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 7,881 | 457 | 0.0% | — | 11 | +7,881 | New | Q4 2025 | Feb 13, 2026 |
| One Wealth Advisors, LLC | History | No change | 7,566 | 439 | 0.05% | 0.06% | 12 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,537 | 437 | 0.0% | 0.0% | 13 | +814 | 12.11% | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 7,421 | 431 | 0.06% | 0.06% | 14 | +848 | 12.9% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 5,824 | 338 | 0.0% | 0.0% | 15 | +625 | 12.02% | Q4 2025 | Feb 12, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 4,807 | 302 | 0.12% | 0.13% | 16 | -33 | -0.68% | Q4 2025 | Feb 13, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 4,748 | 275 | 0.17% | — | 17 | +4,748 | New | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,628 | 268 | 0.0% | 0.0% | 18 | +2,348 | 102.98% | Q4 2025 | Feb 17, 2026 |
| Aries Wealth Management | History | Reduced | 4,560 | 264 | 0.06% | 0.07% | 19 | -420 | -8.43% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,498 | 261 | 0.0% | 0.0% | 20 | -109 | -2.37% | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 4,003 | 232 | 0.01% | 0.02% | 21 | +86 | 2.2% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,083 | 179 | 0.0% | 0.0% | 22 | +2,307 | 297.29% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Added to | 1,910 | 110 | 0.0% | 0.0% | 23 | +1,006 | 111.28% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,634 | 95 | 0.0% | — | 24 | +1,634 | New | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | No change | 1,375 | 79 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 866 | 50 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 540 | 31 | 0.01% | 0.03% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Morling Financial Advisors, LLC | History | New | 462 | 26 | 0.01% | — | 28 | +462 | New | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 368 | 21 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 368 | 21 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 245 | 14 | 0.0% | 0.01% | 31 | -3,358 | -93.2% | Q4 2025 | Jan 21, 2026 |
| Front Row Advisors LLC | History | No change | 215 | 12 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 101 | 5 | 0.0% | 0.0% | 33 | +2 | 2.02% | Q4 2025 | Jan 22, 2026 |
| MORGAN STANLEY | History | Reduced | 59 | 3 | 0.0% | 0.0% | 34 | -19 | -24.36% | Q4 2025 | Feb 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 31 | 2 | 0.0% | — | 35 | +31 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -49,569 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,573 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -947 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Nov 18, 2025 |