Security Snapshot

iSHARES TRUST - Shares of Beneficial Interest of iShares ESG Advanced MSCI EAFE ETF (DMXF) Institutional Ownership

CUSIP: 46436E759

13F Institutional Holders and Ownership History from Q1 2019 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

262

Shares (Excl. Options)

11,503,818

Price

$84.60

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+3,691,477
Value change
+$313,216,838
Number of holders
262
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
14,377,025
SEC-reported price per share
$81.94
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • DMXF - iSHARES TRUST - Shares of Beneficial Interest of iShares ESG Advanced MSCI EAFE ETF is tracked under CUSIP 46436E759.
  • 262 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 244 to 262 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $599,797,656 to $972,761,924.

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

Latest holder context comes from 262 institutions filings for Q2 2026.

Open SEC evidence

Security key

46436E759

Latest holder period

Q2 2026

13F holders

262

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
DMXF
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
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 30 Jun 2026, 262 institutional investors reported holding 11,503,818 shares of iSHARES TRUST - Shares of Beneficial Interest of iShares ESG Advanced MSCI EAFE ETF (DMXF). This represents 80% of the company’s total 14,377,025 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
64%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Northwest & Ethical Investments L.P. 24% 3,409,570 6.7% $288,449,622
ENVESTNET ASSET MANAGEMENT INC 7.8% 1,116,943 +0.92% 0.02% $94,493,392
IMA Advisory Services, Inc. 5.7% 822,257 +12% 4.3% $69,495,724
BlackRock, Inc. 5.4% 774,640 -7.9% 0% $65,534,544
LPL Financial LLC 2.9% 416,766 +16% 0.01% $35,258,375
SEI INVESTMENTS CO 2.7% 389,776 +4.2% 0.03% $32,975,080
SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1.7% 245,699 +3.5% 9.8% $20,786,124
Envestnet Portfolio Solutions, Inc. 1.5% 214,571 +1.1% 0.09% $18,152,700
JPMORGAN CHASE & CO 1.5% 211,765 +0.51% 0% $17,773,263
Allworth Financial LP 1.3% 179,916 +1.1% 0.06% $15,220,910
RWA WEALTH PARTNERS, LLC 1.1% 152,267 +2.1% 0.12% $12,881,835
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.87% 125,355 -12% 0.01% $10,605,033
Cetera Investment Advisers 0.79% 113,050 +1.8% 0.01% $9,564,017
BAILARD, INC. 0.75% 108,027 +3.7% 0.19% $9,139,084
Values Added Financial LLC 0.75% 107,954 +1.3% 3.3% $9,132,869
PARK AVENUE SECURITIES LLC 0.73% 104,605 -2.5% 0.06% $8,850,000
Accredited Investors Inc. 0.71% 101,689 +20% 0.37% $8,602,890
Apella Capital, LLC 0.53% 75,662 -0.08% 0.09% $6,336,504
Thrivent Financial for Lutherans 0.52% 75,425 +165% 0.01% $6,372,000
REGATTA CAPITAL GROUP, LLC 0.49% 70,362 +23% 0.8% $5,952,640
MML INVESTORS SERVICES, LLC 0.48% 69,211 +24% 0.01% $5,855,272
HighTower Advisors, LLC 0.48% 68,588 +7.9% 0.01% $5,802,525
Invera Wealth Advisors, LLC 0.47% 67,313 +1.2% 3.1% $5,694,680
Balanced Rock Investment Advisors LLC 0.44% 62,987 +1.1% 3.3% $5,328,700
ROYAL BANK OF CANADA 0.41% 59,385 +22% 0% $5,024,000

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
30
Latest
Q2 2026
Rows shown
1-25 of 30
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 11,503,818 $972,761,924 +$313,216,838 $84.60 262
2026 Q1 7,946,784 $599,797,656 +$189,798,399 $75.45 244
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
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