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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
6,374
shares
|
$440,634
0.0% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,207
shares
|
$429,089
0.25% of portfolio
|
Q4 2024
Added 65.17%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
6,127
shares
|
$423,559
0.03% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,030
shares
|
$416,853
0.0% of portfolio
|
Q4 2024
Added 24.69%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
6,004
shares
|
$415,056
0.32% of portfolio
|
Q4 2024
Added 27.74%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,852
shares
|
$404,548
0.01% of portfolio
|
Q4 2024
Added 27.86%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
5,699
shares
|
$393,971
0.11% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,670
shares
|
$391,967
0.11% of portfolio
|
Q4 2024
Added 33.85%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
5,538
shares
|
$382,841
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,455
shares
|
$377,104
0.02% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
5,404
shares
|
$373,578
0.12% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
5,386
shares
|
$372,334
0.08% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,291
shares
|
$365,766
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,203
shares
|
$359,683
0.2% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,188
shares
|
$358,646
0.0% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
5,172
shares
|
$357,540
0.0% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
5,113
shares
|
$353,461
0.16% of portfolio
|
Q4 2024
Added 50.87%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
5,081
shares
|
$351,249
0.06% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
5,006
shares
|
$346,064
0.08% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,900
shares
|
$338,737
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
4,711
shares
|
$325,671
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
4,652
shares
|
$321,592
0.05% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,515
shares
|
$312,121
0.01% of portfolio
|
Q4 2024
Reduced 39.71%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,435
shares
|
$306,591
0.0% of portfolio
|
Q4 2024
Added 45.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,417
shares
|
$305,347
0.01% of portfolio
|
Q4 2024
Added 18.13%
|