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Get Institutions for : 
Ishares Esg Advanced Msci Eafe Etf (DMXF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 173    7
Total shares held : 
 6,219,224  
% of shares held : 
 69.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   30  
Amount of shares held : 
 -69,759  
% of shares held change : 
   -0.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 94,415
 1.52%
 
Increased Positions :
76
 303,128
 4.87%
 
Unchanged Positions :
28
 417,638
 6.72%
 
Decreased Positions :
53
-392,727
-6.31%
 
Closed Positions :
9
-74,575
-1.2%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 415 - 2024-03-31 1,643,985 $112,005,000 85,639
   BLACKROCK INC. 2274 - 2024-03-31 922,056 $62,820,000 21,943
   Envestnet Portfolio Solutions Inc. 93 - 2024-03-31 496,401 $33,820,000 1,857
   J P MORGAN CHASE & CO 1949 - 2024-03-31 179,216 $12,210,000 14,966
   HANSON MCCLAIN, INC. 106 - 2024-03-31 170,920 $11,645,000 11,635
   SigFig Wealth Management LLC 33 - 2024-03-31 165,097 $11,248,000 17,404
   LPL FINANCIAL CORP 1320 - 2024-03-31 147,448 $10,046,000 27,348
   PARK AVENUE SECURITIES LLC 117 - 2024-03-31 144,488 $9,844,000 5,738
   MML INVESTORS SERVICES LLC 501 - 2024-03-31 107,842 $7,347,000 10,778
   Adviser Investments LLC 126 - 2024-03-31 96,264 $6,558,000 109
   Cetera Investment Advisers 846 - 2024-03-31 94,346 $6,428,000 43,386
   Invera Wealth Advisors LLC 6 - 2024-03-31 69,251 $4,476,000 403
   Financial Connections Group Inc. - 2024-03-31 60,812 $4,144,000 4,560
   THRIVENT FINANCIAL FOR LUTHERANS 933 - 2024-03-31 56,291 $3,835,000 1,584
   HIGHTOWER ADVISORS, LLC 1065 - 2024-03-31 56,188 $3,831,000 2,720
   UBS Group AG 2427 - 2024-03-31 55,450 $3,778,000 825
   Klaas Financial Asset Advisors LLC 20 - 2024-03-31 48,601 $3,311,000 1,900
   ACCREDITED INVESTORS INC. 45 - 2024-03-31 48,214 $3,285,000 711
   Atlantic Private Wealth LLC 11 - 2024-03-31 42,791 $2,915,000 20
   ROYAL BANK OF CANADA 2300 - 2024-03-31 40,196 $2,739,000 2,975
   FIERA SCEPTRE INC. 274 - 2024-03-31 33,870 $2,308,000 7,960
   FINANCIAL NETWORK 995 - 2024-03-31 30,935 $2,108,000 3,339
   JANNEY MONTGOMERY SCOTT LLC 1162 - 2024-03-31 28,092 $1,914,000 7,125
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 598 - 2024-03-31 27,493 $1,873,000 2,730
   Integrated Wealth Concepts LLC 543 - 2024-03-31 27,127 $1,848,000 477
   ALBION FINANCIAL GROUP /UT 83 - 2024-03-31 25,769 $1,756,000 1,428
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1356 - 2024-03-31 25,440 $1,733,000 2,245
   Equita Financial Network Inc. 27 - 2024-03-31 25,393 $1,730,000 7,325
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 457 - 2024-03-31 25,272 $1,722,000 129
   Horst & Graben Wealth Management LLC 41 - 2024-03-31 23,762 $1,619,000 977
   Atwater Malick LLC 32 - 2024-03-31 20,462 $1,394,000 1,540
   Equitable Holdings Inc. 546 - 2024-03-31 19,719 $1,343,000 950
   FMR LLC 2274 - 2024-03-31 19,526 $1,330,000 324
   COMMONWEALTH EQUITY SERVICES LLC. 2053 - 2024-03-31 18,959 $1,292,000 1,221
   HALBERT, HARGROVE/RUSSELL LLC 36 - 2024-03-31 18,674 $1,272,000 443
   Steward Partners Investment Advisory LLC 715 - 2024-03-31 18,412 $1,254,000 1,529
   GOULD ASSET MANAGEMENT LLC /CA/ 42 - 2024-03-31 18,100 $1,233,000 4,050
   MULTIFINANCIAL SECURITIES CORP 1104 - 2024-03-31 16,471 $1,122,000 8,327
   PRUDENTIAL FINANCIAL INC 1814 - 2024-03-31 15,244 $1,039,000 617
   JMG FINANCIAL GROUP, LTD. 67 - 2024-03-31 14,102 $961,000 2,176
   CREATIVE PLANNING 1370 - 2024-03-31 13,693 $933,000 5,398
   WELLS FARGO & CO/MN 3044 - 2024-03-31 13,541 $923,000 1,012
   BANK OF NEW YORK MELLON CORP 3183 - 2024-03-31 13,412 $914,000 780
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1031 - 2024-03-31 13,225 $901,000 1,008
   VERITY Wealth Advisors 31 - 2024-03-31 12,840 $875,000 2,771
   Pathstone Holdings LLC 1378 - 2024-03-31 12,383 $843,000 501
   Crestone Asset Management LLC 51 - 2024-03-31 12,376 $843,000 1,550
   Austin Private Wealth LLC 81 - 2024-03-31 11,986 $814,000 1,091
   Skyline Advisors Inc. 30 - 2024-03-31 11,794 $804,000 314
   Wealth Alliance 192 - 2024-03-31 11,398 $777,000 537
   Revolve Wealth Partners LLC 82 - 2024-03-31 10,619 $723,000 2,981
   Kestra Advisory Services LLC 1432 - 2024-03-31 10,579 $721,000 1,822
   HART & PATTERSON FINANCIAL GROUP LLC 42 - 2024-03-31 9,336 $636,000 3,809
   H D Vest Advisory Services 939 - 2024-03-31 9,159 $624,000 1,189
   DIVERSIFIED TRUST CO 456 - 2024-03-31 8,758 $597,000 198
   Snowden Capital Advisors LLC 710 - 2024-03-31 8,039 $548,000 618
   Pensionmark Financial Group LLC 210 - 2024-03-31 7,669 $523,000 198
   REGAL INVESTMENT ADVISORS, LLC 359 - 2024-03-31 7,459 $508,000 437
   Ally Invest Advisors Inc. 41 - 2024-03-31 7,359 $501,000 435
   Mount Yale Investment Advisors LLC 352 - 2024-03-31 7,196 $490,000 307
   Orion Portfolio Solutions LLC 1305 - 2024-03-31 6,579 $448,000 825
   TOWNSQUARE CAPITAL LLC 893 - 2024-03-31 6,154 $419,000 685
   Strategic Blueprint LLC 426 - 2024-03-31 5,734 $391,000 190
   LINCOLN NATIONAL CORP 840 - 2024-03-31 5,586 $381,000 2,039
   One Wealth Management Investment & Advisory Servic 74 - 2024-03-31 5,599 $381,000 130
   NATIONAL ASSET MANAGEMENT, INC. 946 - 2024-03-31 6,416 $366,000 2,550
   Keystone Financial Services 57 - 2023-12-31 5,632 $360,000 652
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2728 - 2024-03-31 5,108 $348,000 405
   Stratos Wealth Advisors LLC 533 - 2024-03-31 5,039 $343,000 26
   Perigon Wealth Management LLC 644 - 2024-03-31 4,974 $339,000 843
   Farther Finance Advisors LLC 490 - 2024-03-31 4,930 $336,000 33
   Copperleaf Capital LLC 76 - 2024-03-31 4,154 $283,000 198
   PROEQUITIES INC. 576 - 2024-03-31 4,138 $282,000 905
   West Wealth Group LLC 65 - 2024-03-31 4,020 $274,000 71
   CITADEL ADVISORS LLC 4362 - 2024-03-31 3,694 $252,000 3,694
   Venturi Wealth Management LLC 330 - 2024-03-31 3,613 $246,000 76
   Ascent Group LLC 467 - 2024-03-31 3,439 $234,000 3
   Aurum Wealth Management Group LLC 316 - 2024-03-31 3,380 $230,000 3
   Buck Wealth Strategies LLC 77 - 2024-03-31 3,166 $216,000 3,166
   MORGAN STANLEY 5576 - 2024-03-31 2,488 $170,000 1,137
   HARBOUR INVESTMENTS INC. 997 - 2023-12-31 2,188 $140,000 332
   Capital Analysts Inc. 515 - 2024-03-31 1,832 $125,000 437
   Sugarloaf Wealth Management LLC 219 - 2024-03-31 1,636 $111,000 101
   JFS WEALTH ADVISORS, LLC 342 - 2024-03-31 1,267 $86,000 25
   Sargent Bickham Lagudis LLC 424 - 2022-12-31 939 $51,000 5
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 246 - 2024-03-31 662 $45,000 41
   AdvisorNet Financial Inc 851 - 2024-03-31 634 $43,000 43
   Emerald Investment Partners LLC 357 - 2024-03-31 547 $37,000 48
   FinTrust Capital Advisors LLC 590 - 2024-03-31 536 $37,000 46
   PNC FINANCIAL SERVICES GROUP INC 3166 - 2024-03-31 484 $33,000 10
   Financial Synergies Wealth Advisors Inc. 201 - 2024-03-31 274 $19,000 68
   Aspire Private Capital LLC 399 - 2024-03-31 145 $10,000 4
   Global Financial Private Client LLC 460 - 2024-03-31 147 $10,000 7
  93 Records found
  1    
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