Public ownership evidence

iShares ESG MSCI EM Leaders ETF (LDEM) Ownership Disclosures

Read LDEM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares ESG MSCI EM Leaders ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Waterford Advisors, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
8,481
Value (USD)
$205,414
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001960657-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read LDEM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read LDEM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Waterford Advisors, LLC2026-06-302026-08-158,481$205,414None
OSAIC HOLDINGS, INC.2026-06-302026-08-15322$19,395None
OSAIC HOLDINGS, INC.2026-06-302026-08-15119$7,217None
JANE STREET GROUP, LLC2026-06-302026-08-153,698$223,065None
OLD MISSION CAPITAL LLC2026-06-302026-08-1545,146$2,723,224None
GTS SECURITIES LLC2026-06-302026-08-1544,680$2,695,098None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-156,135$365,061None
ROYAL BANK OF CANADA2026-06-302026-08-151,612$97,000None
BANK OF AMERICA CORP /DE/2026-06-302026-08-153,735$225,295None
Ariadne Wealth Management, LP2026-06-302026-08-144,818$290,605None
Pathstone Holdings, LLC2026-06-302026-08-14116$6,997None
Pathstone Holdings, LLC2026-06-302026-08-146,993$421,821None
Front Row Advisors LLC2026-06-302026-08-14215$12,996None
UBS Group AG2026-06-302026-08-14171$10,315None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14368$22,198None
CI INVESTMENTS INC.2026-06-302026-08-1413,140$792,610None
MORGAN STANLEY2026-06-302026-08-141$70None
MORGAN STANLEY2026-06-302026-08-1442$2,533None
Integrated Wealth Concepts LLC2026-06-302026-08-13834$50,307None
Aptus Capital Advisors, LLC2026-06-302026-08-13368$22,198None
StoneX Group Inc.2026-06-302026-08-134,578$281,334None
JPMORGAN CHASE & CO2026-06-302026-08-139,475$566,320None
JPMORGAN CHASE & CO2026-06-302026-08-1318,467$1,103,786None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-121,152$69,464None
Arax Advisory Partners2026-06-302026-08-1180$4,826None
BlackRock, Inc.2026-06-302026-08-081$46None
One Wealth Advisors, LLC2026-06-302026-08-077,284$439,374None
Oakmont Advisory Group, LLC2026-06-302026-08-04378$22,785None
CITIGROUP INC2026-06-302026-08-042,445$147,483None
Daiwa Securities Group Inc.2026-06-302026-08-0116,260$980,810None
MGO ONE SEVEN LLC2026-06-302026-08-015,567$335,792None
Integrity Advisory Solutions, LLC2026-06-302026-08-018,040$484,976None
Glass Jacobson Investment Advisors llc2026-06-302026-07-3171$4,258None
Ashton Thomas Private Wealth, LLC2026-06-302026-07-30663$39,992None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3034,620$2,088,281None
Values Added Financial LLC2026-06-302026-07-2815,706$947,405None
MATHER GROUP, LLC.2026-06-302026-07-28931$56,158None
EverSource Wealth Advisors, LLC2026-06-302026-07-25866$52,237None
EverSource Wealth Advisors, LLC2026-06-302026-07-2548$2,895None
Beta Wealth Group, Inc.2026-06-302026-07-258,710$525,389None
Aprio Wealth Management, LLC2026-06-302026-07-254,060$244,886None
Aries Wealth Management2026-06-302026-07-254,630$279,283None
Cape Investment Advisory, Inc.2026-06-302026-07-24540$32,573None
Merit Financial Group, LLC2026-06-302026-07-217,316$441,276None
Farther Finance Advisors, LLC2026-06-302026-07-183,169$191,148None
Merit Financial Group, LLC2026-06-302026-07-187,316$441,276None
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2026-06-302026-07-1624,739$1,492,267None

90-day public filing window, up to 50 source positions.

Waterford Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗OLD MISSION CAPITAL LLC ↗GTS SECURITIES LLC ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗BANK OF AMERICA CORP /DE/ ↗Ariadne Wealth Management, LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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