CUSIP 46436E601ESG MSCI EM LDRSLDEMQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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35 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, LLC | 65.7K | $3.82M | −4.6K | Reduced |
| 2 | Old Mission Capital LLC | 60.5K | $3.52M | +34.3K | Added |
| 3 | Cliftonlarsonallen Wealth Advisors, LLC | 23.0K | $1.34M | +577 | Added |
| 4 | Jpmorgan Chase & Co | 17.2K | $999.4K |
| −107 |
| Reduced |
| 5 | Values Added Financial LLC | 16.4K | $952.7K | −377 | Reduced |
| 6 | Corient Private Wealth LLC | 12.8K | $745.7K | −2.6K | Reduced |
| 7 | Ci Investments Inc. | 11.6K | $676.4K | +1.1K | Added |
| 8 | Merit Financial Group, LLC | 10.8K | $626.1K | −1.0K | Reduced |
| 9 | Beta Wealth Group, Inc. | 9.2K | $536.2K | +12 | Added |
| 10 | Pathstone Holdings, LLC | 7.9K | $458.0K | +1.6K | Added |
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