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 227 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $710 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,320,889
shares
|
$160 Million
0.05% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
919,771
shares
|
$63.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
779,899
shares
|
$53.9 Million
6.08% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
691,050
shares
|
$47.8 Million
0.16% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
504,017
shares
|
$34.8 Million
12.07% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
425,199
shares
|
$29.4 Million
0.01% of portfolio
|
Q4 2024
Added 94.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
293,900
shares
|
$20.3 Million
0.0% of portfolio
|
Q4 2024
Added 34.3%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
233,325
shares
|
$16.1 Million
0.54% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
221,244
shares
|
$15.3 Million
0.02% of portfolio
|
Q4 2024
Added 20.22%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
209,870
shares
|
$14.5 Million
0.14% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
196,388
shares
|
$13.6 Million
0.07% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
153,366
shares
|
$10.6 Million
0.2% of portfolio
|
Q3 2022
Added 24.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
141,221
shares
|
$9.76 Million
0.02% of portfolio
|
Q4 2024
Added 14.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
126,145
shares
|
$8.72 Million
0.03% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
118,023
shares
|
$8.16 Million
0.02% of portfolio
|
Q4 2024
Added 35.35%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
101,562
shares
|
$7.02 Million
0.08% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
72,135
shares
|
$4.99 Million
3.69% of portfolio
|
Q4 2024
Reduced 27.66%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
70,097
shares
|
$4.85 Million
4.9% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
66,087
shares
|
$4.57 Million
0.01% of portfolio
|
Q4 2024
Added 18.37%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
65,776
shares
|
$4.55 Million
2.04% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
60,503
shares
|
$4.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
59,270
shares
|
$4.1 Million
0.23% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
57,780
shares
|
$3.99 Million
0.56% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
55,875
shares
|
$3.86 Million
2.09% of portfolio
|
Q4 2024
Added 24.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
55,872
shares
|
$3.86 Million
0.0% of portfolio
|
Q4 2024
New holding
|