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 198 institutions that hold shares in the stock, with a total of 7.9 Million shares, which have been reported (via 13F filing form) to have a value of $537 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
44,845
shares
|
$3.05 Million
2.04% of portfolio
|
Q3 2024
Added 26.52%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
43,715
shares
|
$2.97 Million
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
42,982
shares
|
$2.92 Million
2.38% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
42,726
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2024
Added 42.57%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
41,680
shares
|
$2.83 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
40,754
shares
|
$2.77 Million
0.61% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
37,591
shares
|
$2.55 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
37,426
shares
|
$2.54 Million
0.53% of portfolio
|
Q3 2024
Added 15.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
36,502
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2024
Added 26.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
36,170
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jul 31, 2024 Q2 2024 |
31,292
shares
|
$2.13 Million
0.88% of portfolio
|
Q2 2024
Added 23.23%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
29,195
shares
|
$1.98 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
29,091
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
28,801
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2024
Added 13.96%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
28,703
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
27,970
shares
|
$1.9 Million
0.38% of portfolio
|
Q3 2024
Added 16.5%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
27,545
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2024
Added 40.75%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
27,514
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
26,656
shares
|
$1.81 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
26,346
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2024
Added 37.41%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
26,209
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
25,967
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2024
Added 109.7%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
25,690
shares
|
$1.74 Million
0.43% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
25,438
shares
|
$1.73 Million
0.28% of portfolio
|
Q3 2024
Added 18.81%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
25,404
shares
|
$1.73 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.79%
|