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 217 institutions that hold shares in the stock, with a total of 6.34 Million shares, which have been reported (via 13F filing form) to have a value of $484 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
3,416
shares
|
$260,914
0.03% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,132
shares
|
$239,222
0.0% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
3,053
shares
|
$233,188
0.01% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
3,049
shares
|
$232,882
0.06% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
2,991
shares
|
$228,452
0.0% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,973
shares
|
$227,077
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
2,956
shares
|
$225,779
0.01% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,763
shares
|
$211,037
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,757
shares
|
$210,579
0.0% of portfolio
|
Q2 2025
Reduced 90.05%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
2,741
shares
|
$209,357
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
2,730
shares
|
$208,517
0.0% of portfolio
|
Q3 2025
Reduced 89.13%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
2,728
shares
|
$208,364
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
2,689
shares
|
$205,385
0.0% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
2,685
shares
|
$205,080
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
2,676
shares
|
$204,392
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,613
shares
|
$199,580
0.03% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,575
shares
|
$196,678
0.01% of portfolio
|
Q3 2025
Reduced 84.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,572
shares
|
$196,449
0.01% of portfolio
|
Q1 2021
Reduced 98.41%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
2,500
shares
|
$190,950
0.03% of portfolio
|
Q1 2024
Reduced 78.31%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
2,416
shares
|
$184,534
0.08% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
2,351
shares
|
$179,569
0.05% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,253
shares
|
$172,084
0.0% of portfolio
|
Q3 2025
Reduced 93.82%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
2,218
shares
|
$169,410
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,987
shares
|
$151,767
0.02% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,663
shares
|
$127,019
0.0% of portfolio
|
Q3 2025
New holding
|
|