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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
7,559
shares
|
$513,331
0.02% of portfolio
|
Q3 2024
Added 32.5%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
7,383
shares
|
$501,379
0.24% of portfolio
|
Q3 2024
Added 38.62%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
7,255
shares
|
$492,687
0.05% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
7,037
shares
|
$477,882
0.12% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
7,033
shares
|
$477,611
0.01% of portfolio
|
Q2 2024
Added 2.03%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
6,809
shares
|
$462,399
0.04% of portfolio
|
Q2 2024
Added 21.2%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
6,609
shares
|
$448,817
0.03% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
6,594
shares
|
$447,798
0.11% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
6,383
shares
|
$433,469
0.01% of portfolio
|
Q2 2024
Added 3.72%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,374
shares
|
$432,858
0.03% of portfolio
|
Q3 2024
Added 36.11%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
6,316
shares
|
$428,919
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
6,310
shares
|
$428,512
0.01% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Keystone Financial Services
|
Jul 23, 2024 Q2 2024 |
6,258
shares
|
$424,980
0.18% of portfolio
|
Q2 2024
Added 7.07%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
6,096
shares
|
$413,979
0.04% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
5,993
shares
|
$406,984
0.01% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
5,788
shares
|
$393,063
0.03% of portfolio
|
Q2 2024
Added 626.22%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
5,693
shares
|
$386,611
0.04% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
5,568
shares
|
$378,122
0.1% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Aug 06, 2024 Q2 2024 |
5,380
shares
|
$365,355
0.14% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
5,330
shares
|
$361,960
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
|
$359,311
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,275
shares
|
$358,225
0.02% of portfolio
|
Q3 2024
Reduced 14.57%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
5,255
shares
|
$356,867
0.05% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
5,233
shares
|
$355,373
0.1% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
5,228
shares
|
$355,033
0.0% of portfolio
|
Q3 2024
New holding
|