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 213 institutions that hold shares in the stock, with a total of 6.33 Million shares, which have been reported (via 13F filing form) to have a value of $484 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
12,276
shares
|
$937,640
0.02% of portfolio
|
Q4 2025
Added 12.77%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
12,134
shares
|
$926,794
0.04% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
11,971
shares
|
$914,344
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
11,537
shares
|
$881,196
0.39% of portfolio
|
Q2 2025
Reduced 13.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,512
shares
|
$879,286
0.01% of portfolio
|
Q3 2025
Added 25.53%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
10,979
shares
|
$838,576
0.02% of portfolio
|
Q4 2025
Reduced 9.58%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
10,679
shares
|
$815,662
0.07% of portfolio
|
Q4 2025
Added 2.68%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,569
shares
|
$807,260
0.05% of portfolio
|
Q4 2023
Reduced 5.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
10,476
shares
|
$800,156
0.0% of portfolio
|
Q3 2025
Reduced 64.05%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
10,322
shares
|
$788,394
0.32% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
10,290
shares
|
$785,950
0.0% of portfolio
|
Q3 2025
Reduced 87.93%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
10,263
shares
|
$783,887
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Oct 28, 2025 Q3 2025 |
10,221
shares
|
$780,679
0.69% of portfolio
|
Q3 2025
Added 16.03%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
10,181
shares
|
$777,624
0.26% of portfolio
|
Q4 2025
Reduced 9.6%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,044
shares
|
$767,160
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
9,895
shares
|
$755,780
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,497
shares
|
$725,380
0.0% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
9,476
shares
|
$723,776
0.0% of portfolio
|
Q3 2025
Added 20.33%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,249
shares
|
$706,438
0.0% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
9,236
shares
|
$705,445
0.02% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
9,155
shares
|
$699,258
0.01% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
9,063
shares
|
$692,231
0.0% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
8,622
shares
|
$658,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
8,216
shares
|
$627,538
0.12% of portfolio
|
Q4 2025
Reduced 15.36%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
8,127
shares
|
$620,740
0.02% of portfolio
|
Q3 2025
Reduced 10.45%
|
|