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 |
|---|---|---|---|---|---|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
4,804
shares
|
$366,929
0.12% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,765
shares
|
$363,950
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
4,697
shares
|
$358,756
0.06% of portfolio
|
Q3 2025
Reduced 41.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,526
shares
|
$345,695
0.01% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
4,209
shares
|
$321,483
0.07% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,190
shares
|
$320,032
0.01% of portfolio
|
Q3 2025
Reduced 49.43%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,069
shares
|
$310,790
0.01% of portfolio
|
Q3 2025
Reduced 79.43%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,045
shares
|
$308,957
0.01% of portfolio
|
Q2 2025
Added 21.22%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,043
shares
|
$308,804
0.06% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,991
shares
|
$304,832
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
3,944
shares
|
$301,242
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
3,867
shares
|
$295,361
0.12% of portfolio
|
Q2 2025
Reduced 33.51%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,767
shares
|
$287,723
0.01% of portfolio
|
Q2 2025
Added 40.3%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
3,766
shares
|
$287,647
0.05% of portfolio
|
Q3 2025
Reduced 33.62%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,755
shares
|
$286,806
0.01% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
3,734
shares
|
$285,202
0.01% of portfolio
|
Q3 2025
Reduced 36.33%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
3,700
shares
|
$282,606
0.0% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
3,694
shares
|
$282,147
0.24% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
3,661
shares
|
$279,627
0.04% of portfolio
|
Q3 2025
Added 21.51%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
3,635
shares
|
$277,641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
3,591
shares
|
$274,280
0.13% of portfolio
|
Q3 2025
Reduced 21.75%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
3,583
shares
|
$273,669
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
3,523
shares
|
$269,086
0.41% of portfolio
|
Q4 2024
Reduced 17.42%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
3,506
shares
|
$267,788
0.1% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
3,460
shares
|
$264,274
0.08% of portfolio
|
Q2 2024
New holding
|
|