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 244 institutions that hold shares in the stock, with a total of 8.66 Million shares, which have been reported (via 13F filing form) to have a value of $641 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
2,986
shares
|
$220,964
0.08% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,973
shares
|
$220,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
2,965
shares
|
$219,410
0.06% of portfolio
|
Q2 2025
Reduced 19.49%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,924
shares
|
$216,376
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
2,828
shares
|
$209,272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
2,814
shares
|
$208,236
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
2,763
shares
|
$204,462
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,757
shares
|
$204,018
0.0% of portfolio
|
Q2 2025
Reduced 90.05%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
2,743
shares
|
$202,982
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,741
shares
|
$202,834
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
2,728
shares
|
$201,872
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,638
shares
|
$195,212
0.01% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2,613
shares
|
$193,362
0.03% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,585
shares
|
$191,290
0.01% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,572
shares
|
$190,328
0.01% of portfolio
|
Q1 2021
Reduced 98.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,502
shares
|
$185,148
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
2,500
shares
|
$185,000
0.03% of portfolio
|
Q1 2024
Reduced 78.31%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,441
shares
|
$180,634
0.01% of portfolio
|
Q2 2025
Added 61.34%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
2,416
shares
|
$178,784
0.09% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
2,406
shares
|
$178,044
0.07% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
2,351
shares
|
$173,974
0.05% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,108
shares
|
$155,992
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
2,052
shares
|
$151,848
0.01% of portfolio
|
Q2 2025
Added 47.63%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,836
shares
|
$135,864
0.01% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,557
shares
|
$115,218
0.0% of portfolio
|
Q2 2025
Added 68.32%
|