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 227 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $710 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$1.04 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
13,845
shares
|
$957,104
0.01% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
13,632
shares
|
$942,380
0.01% of portfolio
|
Q4 2024
Added 59.7%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
13,352
shares
|
$923,023
0.41% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,209
shares
|
$913,138
0.0% of portfolio
|
Q1 2024
Reduced 4.38%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
12,840
shares
|
$887,629
0.6% of portfolio
|
Q1 2024
Added 27.52%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
12,800
shares
|
$884,864
0.0% of portfolio
|
Q4 2024
Reduced 36.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
12,453
shares
|
$860,875
0.01% of portfolio
|
Q4 2024
Added 50.42%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
12,274
shares
|
$848,501
0.36% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
12,041
shares
|
$832,394
0.03% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
12,014
shares
|
$830,527
0.06% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,487
shares
|
$794,096
0.02% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
11,124
shares
|
$769,002
0.02% of portfolio
|
Q4 2024
Added 76.12%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
11,063
shares
|
$764,785
0.04% of portfolio
|
Q4 2024
Added 18.23%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
11,017
shares
|
$761,605
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
10,803
shares
|
$746,811
0.16% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
10,728
shares
|
$741,626
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
10,672
shares
|
$737,755
0.07% of portfolio
|
Q4 2024
Added 33.23%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,569
shares
|
$730,634
0.05% of portfolio
|
Q4 2023
Reduced 5.68%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,334
shares
|
$714,389
0.0% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
10,322
shares
|
$713,559
0.32% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
10,315
shares
|
$713,075
0.02% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,304
shares
|
$712,315
0.0% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
10,239
shares
|
$707,822
0.06% of portfolio
|
Q4 2024
Added 36.36%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
9,922
shares
|
$685,907
0.28% of portfolio
|
Q4 2024
Added 34.39%
|