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 244 institutions that hold shares in the stock, with a total of 8.66 Million shares, which have been reported (via 13F filing form) to have a value of $641 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,459,122
shares
|
$108 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
919,771
shares
|
$68.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
731,391
shares
|
$54.1 Million
5.96% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
504,017
shares
|
$37.3 Million
12.07% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
344,415
shares
|
$25.5 Million
0.01% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
300,907
shares
|
$22.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
282,102
shares
|
$20.9 Million
0.03% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
231,283
shares
|
$17.1 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
208,133
shares
|
$15.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.18%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
191,792
shares
|
$14.2 Million
0.07% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
153,366
shares
|
$11.3 Million
0.2% of portfolio
|
Q3 2022
Added 24.48%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
129,176
shares
|
$9.56 Million
0.12% of portfolio
|
Q2 2025
Added 31.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
120,821
shares
|
$8.94 Million
0.02% of portfolio
|
Q2 2025
Added 12.81%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
108,353
shares
|
$8.02 Million
0.3% of portfolio
|
Q2 2025
Reduced 39.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
85,287
shares
|
$6.31 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
79,793
shares
|
$5.9 Million
0.35% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
75,880
shares
|
$5.62 Million
2.74% of portfolio
|
Q2 2025
Added 22.66%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
75,545
shares
|
$5.59 Million
2.32% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
75,109
shares
|
$5.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.53%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
70,823
shares
|
$5.24 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
69,029
shares
|
$5.11 Million
5.77% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
67,978
shares
|
$5.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
60,866
shares
|
$4.5 Million
3.56% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
60,129
shares
|
$4.45 Million
0.0% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
48,157
shares
|
$3.56 Million
0.65% of portfolio
|
Q2 2025
Added 75.65%
|