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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
13,935
shares
|
$946,325
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,209
shares
|
$897,023
0.0% of portfolio
|
Q1 2024
Reduced 4.38%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
12,840
shares
|
$871,964
0.65% of portfolio
|
Q1 2024
Added 27.52%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
12,349
shares
|
$838,620
0.02% of portfolio
|
Q3 2024
Added 40.11%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
12,274
shares
|
$833,527
0.36% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Tcwp LLC
Tampa, FL |
Aug 13, 2024 Q2 2024 |
11,975
shares
|
$813,222
2.0% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
11,570
shares
|
$785,718
0.1% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
10,668
shares
|
$724,463
0.18% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
10,604
shares
|
$720,117
0.0% of portfolio
|
Q2 2024
Added 64.79%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,569
shares
|
$717,740
0.05% of portfolio
|
Q4 2023
Reduced 5.68%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
10,345
shares
|
$702,528
0.0% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
10,263
shares
|
$696,960
0.04% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
10,053
shares
|
$682,699
0.0% of portfolio
|
Q2 2024
Added 9.76%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
9,850
shares
|
$668,913
0.02% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
9,363
shares
|
$635,841
0.03% of portfolio
|
Q2 2024
Added 7.74%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
8,974
shares
|
$609,424
0.31% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
8,758
shares
|
$594,755
0.02% of portfolio
|
Q1 2024
Added 2.31%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,279
shares
|
$562,226
0.01% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
8,250
shares
|
$560,257
0.11% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,123
shares
|
$551,632
0.02% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
8,010
shares
|
$543,959
0.06% of portfolio
|
Q3 2024
Added 23.34%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
7,807
shares
|
$530,173
0.03% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
7,776
shares
|
$528,068
0.04% of portfolio
|
Q2 2024
Added 4.25%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
7,716
shares
|
$523,993
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
7,649
shares
|
$519,443
0.0% of portfolio
|
Q1 2024
New holding
|