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 216 institutions that hold shares in the stock, with a total of 8.76 Million shares, which have been reported (via 13F filing form) to have a value of $590 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,096,707
shares
|
$141 Million
0.05% of portfolio
|
Q3 2024
Added 25.29%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
919,771
shares
|
$62 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
622,953
shares
|
$42 Million
0.16% of portfolio
|
Q3 2024
Added 25.28%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
504,017
shares
|
$34 Million
12.07% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
218,839
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
218,326
shares
|
$14.7 Million
0.01% of portfolio
|
Q3 2024
Added 18.21%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
209,870
shares
|
$14.1 Million
0.14% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
203,782
shares
|
$13.7 Million
0.53% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
196,388
shares
|
$13.2 Million
0.07% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
184,037
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Added 21.83%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
153,366
shares
|
$10.3 Million
0.2% of portfolio
|
Q3 2022
Added 24.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
123,323
shares
|
$8.31 Million
0.02% of portfolio
|
Q3 2024
Added 28.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
120,086
shares
|
$8.09 Million
0.03% of portfolio
|
Q3 2024
Added 15.55%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
99,751
shares
|
$6.72 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
99,718
shares
|
$6.72 Million
5.63% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
93,030
shares
|
$6.27 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
87,201
shares
|
$5.87 Million
0.01% of portfolio
|
Q3 2024
Added 49.98%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
71,001
shares
|
$4.78 Million
5.34% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
65,776
shares
|
$4.43 Million
2.04% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
62,497
shares
|
$4.21 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
61,076
shares
|
$4.11 Million
0.0% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
57,780
shares
|
$3.89 Million
0.56% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
55,875
shares
|
$3.76 Million
2.09% of portfolio
|
Q4 2024
Added 24.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
55,830
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
53,800
shares
|
$3.62 Million
0.04% of portfolio
|
Q4 2024
Added 7.91%
|