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 208 institutions that hold shares in the stock, with a total of 8.54 Million shares, which have been reported (via 13F filing form) to have a value of $563 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
3,096
shares
|
$204,088
0.02% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
3,083
shares
|
$203,231
0.04% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
3,076
shares
|
$202,769
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,050
shares
|
$201,056
0.0% of portfolio
|
Q3 2024
Reduced 41.14%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
2,998
shares
|
$197,628
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
2,902
shares
|
$191,299
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
2,886
shares
|
$190,245
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,754
shares
|
$181,543
0.01% of portfolio
|
Q3 2024
Added 33.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,572
shares
|
$169,546
0.01% of portfolio
|
Q1 2021
Reduced 98.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,514
shares
|
$165,722
0.01% of portfolio
|
Q3 2024
Added 13.55%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$164,800
0.03% of portfolio
|
Q1 2024
Reduced 78.31%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
2,416
shares
|
$159,262
0.11% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
2,363
shares
|
$155,768
0.05% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,259
shares
|
$148,913
0.03% of portfolio
|
Q3 2024
Added 38.08%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,696
shares
|
$111,800
0.0% of portfolio
|
Q3 2024
Added 19.52%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,665
shares
|
$109,756
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,577
shares
|
$103,955
0.01% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
1,439
shares
|
$94,858
0.05% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,422
shares
|
$93,738
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,350
shares
|
$88,992
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,280
shares
|
$84,377
0.01% of portfolio
|
Q3 2024
Added 690.12%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
1,115
shares
|
$73,500
0.0% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,113
shares
|
$73,368
0.01% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,092
shares
|
$71,984
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
939
shares
|
$61,898
0.0% of portfolio
|
Q4 2022
Added 0.54%
|