Latest Period
Q1 2026
Security Snapshot
ISHARES ESG ADVANCED MSCI EAFE ETF - Common Stock (DMXF) Institutional Ownership
CUSIP: 46436E759
13F Institutional Holders and Ownership History from Q1 2019 to Q2 2026
Institutions Reporting
242
Shares (Excl. Options)
7,891,740
Price
$75.45
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- Security type / class
- Equity / Common Stock
- Symbol
- DMXF
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 7,891,740
- Total 13F value
- $595,644,586
- Portfolio coverage rank
- 0.01%
- Share change
- +2,504,495
- Value change
- +$189,233,200
- Number of holders
- 242
- Shares outstanding
- 14,345,185
- SEC-reported price per share
- $84.60
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- DMXF - ISHARES ESG ADVANCED MSCI EAFE ETF - Common Stock is tracked under CUSIP 46436E759.
- 242 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 242 to 32 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $595,644,586 to $30,749,930.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 242 institutions filings for Q1 2026.
Security key
46436E759
Latest holder period
Q1 2026
13F holders
242
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46436E759:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
DMXF
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 23% | +33% | $253,772,295 | +$75,471,259 | 3,078,640 | +42% | Northwest & Ethical Investments L.P. | 22 May 2026 |
| BlackRock Portfolio Management LLC | 5.4% | -44% | $65,534,544 | -$5,934,098 | 774,640 | -8.3% | BlackRock Portfolio Management LLC | 30 Jun 2026 |
As of 31 Mar 2026, 242 institutional investors reported holding 7,891,740 shares of ISHARES ESG ADVANCED MSCI EAFE ETF - Common Stock (DMXF). This represents 55% of the company’s total 14,345,185 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
39%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 7.7% | 1,106,724 | +7839% | 0.02% | $83,502,355 |
| BlackRock, Inc. | 5.9% | 840,981 | -0.45% | 0% | $63,452,016 |
| IMA Advisory Services, Inc. | 5.1% | 736,635 | +0.5% | 5.4% | $55,527,836 |
| SEI INVESTMENTS CO | 2.6% | 373,978 | +4.6% | 0.03% | $28,216,620 |
| LPL Financial LLC | 2.5% | 359,463 | +323% | 0.01% | $27,121,447 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 1.7% | 237,333 | +0.65% | 9.4% | $17,906,772 |
| Envestnet Portfolio Solutions, Inc. | 1.5% | 212,249 | 0.09% | $16,014,187 | |
| JPMORGAN CHASE & CO | 1.5% | 210,684 | +236% | 0% | $15,356,847 |
| Allworth Financial LP | 1.2% | 178,041 | +0.63% | 0.05% | $13,433,222 |
| RWA WEALTH PARTNERS, LLC | 1% | 149,197 | +2.8% | 0.12% | $11,256,896 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.99% | 141,877 | +166% | 0.01% | $10,704,620 |
| Cetera Investment Advisers | 0.77% | 111,097 | +177% | 0.01% | $8,382,247 |
| PARK AVENUE SECURITIES LLC | 0.75% | 107,325 | 0.06% | $8,098,000 | |
| Values Added Financial LLC | 0.74% | 106,524 | +11% | 3.4% | $8,037,201 |
| BAILARD, INC. | 0.73% | 104,179 | +16% | 0.18% | $7,860,306 |
| Accredited Investors Inc. | 0.59% | 84,629 | +1.5% | 0.34% | $6,385,258 |
| Apella Capital, LLC | 0.53% | 75,723 | 0.09% | $6,222,583 | |
| Financial Connections Group, Inc. | 0.52% | 75,280 | -2.4% | 2% | $5,679,000 |
| Clearstead Advisors, LLC | 0.52% | 74,514 | 0.05% | $5,622,081 | |
| Invera Wealth Advisors, LLC | 0.46% | 66,487 | +1.8% | 3.2% | $5,016,444 |
| HighTower Advisors, LLC | 0.44% | 63,563 | +1.8% | 0.01% | $4,795,812 |
| Balanced Rock Investment Advisors LLC | 0.43% | 62,331 | +0.49% | 3.3% | $4,702,874 |
| REGATTA CAPITAL GROUP, LLC | 0.4% | 57,193 | +5.4% | 0.65% | $4,315,235 |
| MML INVESTORS SERVICES, LLC | 0.39% | 55,834 | +415% | 0.01% | $4,212,692 |
| CWM, LLC | 0.39% | 55,675 | +15% | 0.01% | $4,200,694 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
30
Latest
Q1 2026
Rows shown
1-25 of 30
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 364,626 | $30,749,930 | +$328,196 | $84.60 | 32 |
| 2026 Q1 | 7,891,740 | $595,644,586 | +$189,233,200 | $75.45 | 242 |
| 2025 Q4 | 5,390,262 | $405,169,431 | -$18,138,430 | $75.16 | 194 |
| 2025 Q3 | 5,371,683 | $406,750,294 | -$178,952,399 | $75.74 | 189 |
| 2025 Q2 | 7,802,254 | $580,552,634 | -$18,045,459 | $74.44 | 222 |
| 2025 Q1 | 8,110,684 | $546,459,382 | -$93,505,894 | $67.34 | 210 |
| 2024 Q4 | 9,549,554 | $618,213,512 | +$102,627,788 | $64.62 | 218 |
| 2024 Q3 | 8,341,727 | $600,402,262 | +$60,978,992 | $72.04 | 207 |
| 2024 Q2 | 7,532,796 | $508,125,908 | +$32,279,441 | $67.43 | 186 |
| 2024 Q1 | 7,014,156 | $477,493,536 | +$14,627,642 | $68.13 | 183 |
| 2023 Q4 | 6,823,866 | $435,816,414 | +$35,359,893 | $63.88 | 186 |
| 2023 Q3 | 6,046,211 | $345,142,658 | -$12,149,942 | $57.09 | 161 |
| 2023 Q2 | 5,726,594 | $348,691,275 | +$14,248,676 | $60.91 | 153 |
| 2023 Q1 | 5,466,214 | $325,734,613 | -$9,317,003 | $59.59 | 147 |
| 2022 Q4 | 5,640,206 | $306,557,073 | +$16,565,002 | $54.27 | 141 |
| 2022 Q3 | 5,300,798 | $247,206,655 | +$1,430,730 | $46.58 | 109 |
| 2022 Q2 | 5,227,337 | $272,754,477 | +$2,161,565 | $52.15 | 114 |
| 2022 Q1 | 5,174,332 | $315,585,442 | +$96,146,260 | $61.00 | 105 |
| 2021 Q4 | 3,551,550 | $244,260,959 | +$40,534,493 | $68.77 | 109 |
| 2021 Q3 | 2,754,642 | $186,750,050 | +$47,869,044 | $67.77 | 83 |
| 2021 Q2 | 2,084,825 | $141,170,946 | +$29,191,737 | $67.71 | 78 |
| 2021 Q1 | 1,656,521 | $107,619,637 | +$45,340,872 | $64.91 | 49 |
| 2020 Q4 | 957,930 | $60,718,509 | +$35,433,134 | $63.20 | 32 |
| 2020 Q3 | 407,367 | $22,947,000 | +$9,462,290 | $55.22 | 4 |
| 2020 Q2 | 236,007 | $12,683,000 | +$10,231,000 | $51.21 | 3 |