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 234 institutions that hold shares in the stock, with a total of 8.79 Million shares, which have been reported (via 13F filing form) to have a value of $665 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
9,582
shares
|
$724,590
0.08% of portfolio
|
Q1 2025
Reduced 36.95%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
9,348
shares
|
$706,895
0.02% of portfolio
|
Q1 2025
Reduced 22.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
9,224
shares
|
$697,518
0.02% of portfolio
|
Q1 2025
Reduced 17.08%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,185
shares
|
$694,569
0.0% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
9,171
shares
|
$693,511
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
9,155
shares
|
$692,301
0.02% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
9,063
shares
|
$685,344
0.0% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jul 21, 2025 Q2 2025 |
8,809
shares
|
$666,136
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,806
shares
|
$665,909
0.0% of portfolio
|
Q1 2025
Reduced 20.07%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
8,622
shares
|
$651,995
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
8,381
shares
|
$633,771
0.01% of portfolio
|
Q1 2025
Reduced 38.52%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
8,356
shares
|
$631,880
0.05% of portfolio
|
Q1 2025
Reduced 30.45%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
8,340
shares
|
$630,670
0.11% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
8,286
shares
|
$626,587
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
8,097
shares
|
$612,295
0.12% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,864
shares
|
$594,675
0.02% of portfolio
|
Q1 2025
Reduced 31.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
7,779
shares
|
$588,247
0.0% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
7,707
shares
|
$582,803
0.01% of portfolio
|
Q1 2025
Reduced 25.28%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,205
shares
|
$544,842
0.03% of portfolio
|
Q2 2025
Reduced 58.76%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
7,101
shares
|
$536,977
0.07% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
6,963
shares
|
$526,542
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
6,792
shares
|
$513,611
0.04% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,710
shares
|
$507,410
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
6,702
shares
|
$506,805
0.25% of portfolio
|
Q1 2025
Added 121.99%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
6,646
shares
|
$502,570
0.01% of portfolio
|
Q1 2025
Reduced 38.05%
|