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 210 institutions that hold shares in the stock, with a total of 8.57 Million shares, which have been reported (via 13F filing form) to have a value of $570 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
8,174
shares
|
$543,571
0.23% of portfolio
|
Q3 2024
Added 30.62%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
8,010
shares
|
$532,665
0.06% of portfolio
|
Q3 2024
Added 23.34%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
7,649
shares
|
$508,658
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
7,559
shares
|
$502,673
0.02% of portfolio
|
Q3 2024
Added 32.5%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
7,509
shares
|
$499,348
0.04% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
7,489
shares
|
$498,018
0.02% of portfolio
|
Q3 2024
Added 24.96%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
7,383
shares
|
$490,969
0.24% of portfolio
|
Q3 2024
Added 38.62%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
7,037
shares
|
$467,960
0.12% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,898
shares
|
$458,717
0.03% of portfolio
|
Q3 2024
Added 19.18%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
6,609
shares
|
$439,498
0.03% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
6,594
shares
|
$438,501
0.11% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,374
shares
|
$423,871
0.03% of portfolio
|
Q3 2024
Added 36.11%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
6,316
shares
|
$420,014
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
6,310
shares
|
$419,615
0.01% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,187
shares
|
$411,435
0.01% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
6,139
shares
|
$408,243
0.04% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
5,693
shares
|
$378,584
0.04% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
5,576
shares
|
$370,804
0.11% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
5,330
shares
|
$354,445
0.13% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,291
shares
|
$351,851
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,275
shares
|
$350,787
0.02% of portfolio
|
Q3 2024
Reduced 14.57%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
5,255
shares
|
$349,457
0.05% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
5,233
shares
|
$347,994
0.1% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
5,228
shares
|
$347,662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
5,040
shares
|
$335,160
0.07% of portfolio
|
Q3 2024
New holding
|