Institutional Ownership Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF). We have compiled data on the 230 institutions that hold shares in the stock, with a total of 8.86 Million shares, which have been reported (via 13F filing form) to have a value of $649 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,489,953
shares
|
$109 Million
0.03% of portfolio
|
Q1 2025
Reduced 35.8%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
919,771
shares
|
$67.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
752,855
shares
|
$55.2 Million
6.03% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
504,017
shares
|
$36.9 Million
12.07% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
337,425
shares
|
$24.7 Million
0.1% of portfolio
|
Q1 2025
Reduced 51.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
308,646
shares
|
$22.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
254,210
shares
|
$18.6 Million
0.02% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
231,727
shares
|
$17 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
208,133
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.18%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
189,731
shares
|
$13.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
179,623
shares
|
$13.2 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
153,366
shares
|
$11.2 Million
0.2% of portfolio
|
Q3 2022
Added 24.48%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
138,539
shares
|
$10.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 33.99%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
114,721
shares
|
$8.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
107,098
shares
|
$7.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.16%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
98,274
shares
|
$7.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
94,628
shares
|
$6.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
94,330
shares
|
$6.91 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
87,106
shares
|
$6.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.95%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
76,266
shares
|
$5.59 Million
2.31% of portfolio
|
Q1 2025
Added 15.95%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
73,051
shares
|
$5.35 Million
0.31% of portfolio
|
Q1 2025
Added 23.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
69,836
shares
|
$5.12 Million
0.01% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
69,029
shares
|
$5.06 Million
5.77% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
65,256
shares
|
$4.78 Million
3.5% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
61,864
shares
|
$4.53 Million
2.31% of portfolio
|
Q1 2025
Added 10.72%
|