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 229 institutions that hold shares in the stock, with a total of 8.87 Million shares, which have been reported (via 13F filing form) to have a value of $660 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,685
shares
|
$199,602
0.01% of portfolio
|
Q1 2025
Reduced 40.53%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
2,636
shares
|
$195,960
0.03% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,572
shares
|
$191,202
0.01% of portfolio
|
Q1 2021
Reduced 98.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,543
shares
|
$189,046
0.01% of portfolio
|
Q1 2025
Reduced 30.82%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
2,500
shares
|
$185,850
0.03% of portfolio
|
Q1 2024
Reduced 78.31%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
2,432
shares
|
$180,794
0.07% of portfolio
|
Q1 2025
Reduced 34.9%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
2,416
shares
|
$179,605
0.11% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
2,351
shares
|
$174,773
0.05% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,109
shares
|
$156,783
0.01% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,104
shares
|
$156,411
0.02% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,513
shares
|
$112,476
0.0% of portfolio
|
Q1 2025
Reduced 15.99%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
1,439
shares
|
$106,975
0.05% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,422
shares
|
$105,711
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,390
shares
|
$103,332
0.01% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,350
shares
|
$100,359
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,276
shares
|
$94,857
0.0% of portfolio
|
Q1 2025
Reduced 50.6%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
1,265
shares
|
$94,040
0.01% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,262
shares
|
$93,817
0.01% of portfolio
|
Q1 2025
Reduced 41.49%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,131
shares
|
$84,078
0.0% of portfolio
|
Q1 2025
Reduced 42.24%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,121
shares
|
$83,335
0.0% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,097
shares
|
$81,550
0.0% of portfolio
|
Q1 2025
Added 119.4%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,018
shares
|
$75,678
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
939
shares
|
$69,805
0.0% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
925
shares
|
$68,764
0.0% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
894
shares
|
$66,459
0.03% of portfolio
|
Q1 2025
New holding
|