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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
14,611
shares
|
$984,343
0.05% of portfolio
|
Q3 2024
Added 22.01%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
14,146
shares
|
$953,016
0.04% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
13,935
shares
|
$938,800
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,209
shares
|
$889,890
0.0% of portfolio
|
Q1 2024
Reduced 4.38%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
13,128
shares
|
$884,433
0.12% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
12,840
shares
|
$865,030
0.65% of portfolio
|
Q1 2024
Added 27.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
12,453
shares
|
$838,958
0.01% of portfolio
|
Q4 2024
Added 50.42%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
12,274
shares
|
$826,899
0.36% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
12,246
shares
|
$825,013
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
11,124
shares
|
$749,423
0.02% of portfolio
|
Q4 2024
Added 76.12%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,985
shares
|
$740,059
0.01% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
10,803
shares
|
$727,798
0.16% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
10,672
shares
|
$718,972
0.07% of portfolio
|
Q4 2024
Added 33.23%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
10,605
shares
|
$714,458
0.05% of portfolio
|
Q3 2024
Added 36.38%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,569
shares
|
$712,033
0.05% of portfolio
|
Q4 2023
Reduced 5.68%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
10,322
shares
|
$695,393
0.32% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,948
shares
|
$670,196
0.02% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
9,922
shares
|
$668,445
0.28% of portfolio
|
Q4 2024
Added 34.39%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
9,850
shares
|
$663,594
0.02% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,744
shares
|
$656,453
0.0% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,479
shares
|
$638,600
0.0% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
9,441
shares
|
$636,040
0.02% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,357
shares
|
$630,381
0.03% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
9,345
shares
|
$629,572
0.02% of portfolio
|
Q3 2024
Added 19.7%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
8,863
shares
|
$597,100
0.29% of portfolio
|
Q4 2024
New holding
|