Vault-13

ISHARES TR DMXF

ESG EAFE ETF · ETP · CUSIP 46436E759

263 institutional holders +18 vs Q1 2026
11,487,21311.5m shares reported held*
$971.4mreported value*
33 new 123 added 59 reduced 17 sold out net bought ≈ $314.0m (+3.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $84.56.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 115Q4 22: 142Q1 23: 147Q2 23: 154Q3 23: 162Q4 23: 185Q1 24: 184Q2 24: 186Q3 24: 207Q4 24: 222Q1 25: 213Q2 25: 225Q3 25: 190Q4 25: 196Q1 26: 245Q2 26: 263263Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022115
Q4 2022142
Q1 2023147
Q2 2023154
Q3 2023162
Q4 2023185
Q1 2024184
Q2 2024186
Q3 2024207
Q4 2024222
Q1 2025213
Q2 2025225
Q3 2025190
Q4 2025196
Q1 2026245
Q2 2026263

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 138 bought or addedQ3 24: 42 cut or sold outQ4 24: 154 bought or addedQ4 24: 50 cut or sold outQ4 24Q1 25: 74 bought or addedQ1 25: 127 cut or sold outQ2 25: 95 bought or addedQ2 25: 115 cut or sold outQ2 25Q3 25: 71 bought or addedQ3 25: 115 cut or sold outQ4 25: 101 bought or addedQ4 25: 71 cut or sold outQ4 25Q1 26: 155 bought or addedQ1 26: 47 cut or sold outQ2 26: 156 bought or addedQ2 26: 76 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202413842
Q4 202415450
Q1 202574127
Q2 202595115
Q3 202571115
Q4 202510171
Q1 202615547
Q2 202615676

Biggest buyers

Northwest & Ethical Investments L.P. New +3,409,570+3.4m
IMA Advisory Services, Inc. Added +85,622+85.6k
LPL Financial LLC Added +57,303+57.3k
Thrivent Financial for Lutherans Added +46,931+46.9k
FLOW TRADERS U.S. LLC New +38,309+38.3k
Cambridge Investment Research Advisors, Inc. Added +25,392+25.4k
EP Wealth Advisors, LLC New +21,859+21.9k
Avise Financial Cooperative, Inc. Added +21,479+21.5k
TWIN FOCUS CAPITAL PARTNERS, LLC New +19,083+19.1k
BROWN ADVISORY INC Added +18,045+18.0k

Biggest sellers

Clearstead Advisors, LLC Reduced -66,379-66.4k
BlackRock, Inc. Reduced -66,341-66.3k
GOLDMAN SACHS GROUP INC Reduced -37,811-37.8k
Corient Private Wealth LP Sold out -33,053-33.1k
XY Planning Network, Inc. Sold out -24,815-24.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -16,522-16.5k
GTS SECURITIES LLC Sold out -14,942-14.9k
Cerity Partners LLC Reduced -9,415-9.4k
Investor's Fiduciary Advisor Network, LLC Sold out -6,881-6.9k
Arjuna Capital Reduced -6,817-6.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution -2.5 pts · filed 2026-07-17 5.4% -2.5 pts 774.6k≈ $65.5m 2026-07-17

Fell to 5% or below in the last year: Northwest & Ethical Investments L.P. (0.0%, 2026-08-04)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Northwest & Ethical Investments L.P. 6.72% of their portfolio TORONTO, A6 3,409,5703.4m $288.4m $288.4m 6.72% New
2 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,116,9431.1m $94.5m $94.5m 0.02% Added +10.2k +10,219
3 IMA Advisory Services, Inc. 4.35% of their portfolio DENVER, CO 822,257822.3k $69.5m $69.5m 4.35% Added +85.6k +85,622
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 774,640774.6k $65.5m $65.5m 0.00% Reduced -66.3k -66,341
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 416,766416.8k $35.3m $35.3m 0.01% Added +57.3k +57,303
6 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 389,776389.8k $33.0m $33.0m 0.03% Added +15.8k +15,798
7 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 9.77% of their portfolio BLOOMINGTON, MN 245,699245.7k $20.8m $20.8m 9.77% Added +8.4k +8,366
8 Envestnet Portfolio Solutions, Inc. 0.09% of their portfolio BERWYN, PA 214,571214.6k $18.2m $18.2m 0.09% Added +2.3k +2,322
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 211,765211.8k $17.8m $17.8m 0.00% Added +1.1k +1,081
10 Allworth Financial LP 0.06% of their portfolio FOLSOM, CA 179,916179.9k $15.2m $15.2m 0.06% Added +1.9k +1,875
11 RWA WEALTH PARTNERS, LLC 0.12% of their portfolio BOSTON, MA 152,267152.3k $12.9m $12.9m 0.12% Added +3.1k +3,070
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 125,355125.4k $10.6m $10.6m 0.01% Reduced -16.5k -16,522
13 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 113,050113.0k $9.6m $9.6m 0.01% Added +2.0k +1,953
14 BAILARD, INC. 0.19% of their portfolio Foster City, CA 108,027108.0k $9.1m $9.1m 0.19% Added +3.8k +3,848
15 Values Added Financial LLC 3.30% of their portfolio WASHINGTON, DC 107,954108.0k $9.1m $9.1m 3.30% Added +1.4k +1,430
16 PARK AVENUE SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 104,605104.6k $8.8m $8.8m 0.06% Reduced -2.7k -2,720
17 Accredited Investors Inc. 0.37% of their portfolio EDINA, MN 101,689101.7k $8.6m $8.6m 0.37% Added +17.1k +17,060
18 Apella Capital, LLC 0.09% of their portfolio WEST HARTFORD, CT 75,66275.7k $6.3m $6.3m 0.09% Reduced -61 -61
19 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 75,42575.4k $6.4m $6.4m 0.01% Added +46.9k +46,931
20 REGATTA CAPITAL GROUP, LLC 0.80% of their portfolio EL SEGUNDO, CA 70,36270.4k $6.0m $6.0m 0.80% Added +13.2k +13,169
21 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 69,21169.2k $5.9m $5.9m 0.01% Added +13.4k +13,377
22 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 68,58868.6k $5.8m $5.8m 0.01% Added +5.0k +5,025
23 Invera Wealth Advisors, LLC 3.05% of their portfolio BEND, OR 67,31367.3k $5.7m $5.7m 3.05% Added +826 +826
24 Balanced Rock Investment Advisors LLC 3.32% of their portfolio ROSLINDALE, MA 62,98763.0k $5.3m $5.3m 3.32% Added +656 +656
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 59,38559.4k $5.0m $5.0m 0.00% Added +10.9k +10,892
26 SeedSafe Financial LLC 3.45% of their portfolio AUSTIN, TX 56,70056.7k $4.8m $4.8m 3.45% Added +6.0k +6,044
27 Modern Wealth Management, LLC 0.06% of their portfolio KANSAS CITY, MO 54,84354.8k $4.6m $4.6m 0.06% Added +7.8k +7,776
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 53,99054.0k $4.6m $4.6m 0.00% Reduced -96 -96
29 Walkner Condon Financial Advisors LLC 0.47% of their portfolio MADISON, WI 48,43748.4k $4.1m $4.1m 0.47% Reduced -602 -602
30 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 46,58246.6k $3.9m $3.9m 0.00% Added +25.4k +25,392
31 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 43,71543.7k $3.7m $3.7m 0.01% Unchanged
32 SOFI WEALTH, LLC 0.15% of their portfolio SAN FRANCISCO, CA 43,13443.1k $3.6m $3.6m 0.15% Added +9.5k +9,544
33 Atlantic Private Wealth, LLC 2.23% of their portfolio CHAPEL HILL, NC 42,91742.9k $3.6m $3.6m 2.23% Reduced -1.3k -1,271
34 Equita Financial Network, Inc. 1.00% of their portfolio FORT WASHINGTON, PA 42,42742.4k $3.6m $3.6m 1.00% Added +3.0k +3,007
35 FMR LLC 0.00% of their portfolio BOSTON, MA 42,39342.4k $3.6m $3.6m 0.00% Reduced -937 -937
36 Decker Retirement Planning Inc. 1.14% of their portfolio LEVI, UT 39,43839.4k $3.3m $3.3m 1.14% Added +5.2k +5,181
37 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 39,27839.3k $3.3m $3.3m 0.01% Added +1.3k +1,280
38 ALBION FINANCIAL GROUP /UT 0.19% of their portfolio SALT LAKE CITY, UT 38,66238.7k $3.3m $3.3m 0.19% Added +168 +168
39 FLOW TRADERS U.S. LLC 0.13% of their portfolio NEW YORK, NY 38,30938.3k $3.2m $3.2m 0.13% New
40 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 37,59337.6k $3.2m $3.2m 0.01% Added +7.3k +7,295
41 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 35,67735.7k $3.0m $3.0m 0.00% Added +6.1k +6,131
42 Robertson Stephens Wealth Management, LLC 0.07% of their portfolio San Francisco, CA 35,59335.6k $3.0m $3.0m 0.07% Added +2.5k +2,455
43 Atwater Malick LLC 0.64% of their portfolio LANCASTER, PA 34,84334.8k $2.9m $2.9m 0.64% Added +1.6k +1,640
44 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 34,31534.3k $2.9m $2.9m 0.01% Unchanged
45 Westfuller Advisors, LLC 0.99% of their portfolio New York, NY 32,12532.1k $2.7m $2.7m 0.99% Reduced -254 -254
46 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 30,95231.0k $2.6m $2.6m 0.00% Added +1.6k +1,555
47 NorthRock Partners, LLC 0.04% of their portfolio MINNEAPOLIS, MN 30,83130.8k $2.6m $2.6m 0.04% Added +59 +59
48 One Wealth Advisors, LLC 0.28% of their portfolio SAN FRANCISCO, CA 30,15130.2k $2.6m $2.6m 0.28% Added +745 +745
49 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 30,11730.1k $2.5m $2.5m 0.00% Added +10.0k +10,004
50 Avise Financial Cooperative, Inc. 1.69% of their portfolio LOS ANGELES, CA 28,21128.2k $2.4m $2.4m 1.69% Added +21.5k +21,479
51 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 28,05428.1k $2.4m $2.4m 0.01% Added +1.9k +1,914
52 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 27,73527.7k $2.3m $2.3m 0.01% Added +2.4k +2,363
53 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 26,96527.0k $2.3m $2.3m 0.00% Added +3.1k +3,085
54 Arjuna Capital 0.46% of their portfolio MANCHESTER, MA 24,26124.3k $2.1m $2.1m 0.46% Reduced -6.8k -6,817
55 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 23,46623.5k $2.0m $2.0m 0.02% Added +32 +32
56 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 22,99523.0k $1.9m $1.9m 0.00% Added +876 +876
57 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 22,62222.6k $1.9m $1.9m 0.00% Added +647 +647
58 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 22,17022.2k $1.9m $1.9m 0.00% Added +943 +943
59 GeoWealth Management, LLC 0.06% of their portfolio CHICAGO, IL 22,06422.1k $1.9m $1.9m 0.06% Added +3.8k +3,822
60 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 22,04522.0k $1.9m $1.9m 0.00% Added +18.0k +18,045
61 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 21,85921.9k $1.8m $1.8m 0.01% New
62 Archer Investment Management, LLC 0.62% of their portfolio AUSTIN, TX 21,61021.6k $1.8m $1.8m 0.62% Reduced -1.9k -1,916
63 GOULD ASSET MANAGEMENT LLC /CA/ 0.28% of their portfolio CLAREMONT, CA 20,67020.7k $1.7m $1.7m 0.28% Unchanged
64 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 20,20120.2k $1.7m $1.7m 0.01% Added +1.7k +1,684
65 WARNER FINANCIAL, INC 0.50% of their portfolio BETHESDA, MD 20,03120.0k $1.7m $1.7m 0.50% Added +1.4k +1,448
66 Shotwell Rutter Baer Inc 0.91% of their portfolio LANSING, MI 19,64019.6k $1.7m $1.7m 0.91% Reduced -23 -23
67 TWIN FOCUS CAPITAL PARTNERS, LLC 0.16% of their portfolio Boston, MA 19,08319.1k $1.6m $1.6m 0.16% New
68 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 18,93418.9k $1.6m $1.6m 0.00% Added +2.3k +2,306
69 FIGURE 8 INVESTMENT STRATEGIES LLC 1.35% of their portfolio BOISE, ID 18,84018.8k $1.6m $1.6m 1.35% Added +1.9k +1,930
70 First Pacific Financial 0.19% of their portfolio VANCOUVER, WA 18,82118.8k $1.6m $1.6m 0.19% Reduced -471 -471
71 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 18,21418.2k $1.5m $1.5m 0.01% Added +1.7k +1,718
72 Plancorp, LLC 0.04% of their portfolio SAINT LOUIS, MO 18,05818.1k $1.5m $1.5m 0.04% Reduced -105 -105
73 Fairlight Advisors 1.24% of their portfolio SAN FRANCISCO, CA 18,02418.0k $1.5m $1.5m 1.24% First filing
74 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 17,66617.7k $1.5m $1.5m 0.00% Reduced -37.8k -37,811
75 Revolve Wealth Partners, LLC 0.16% of their portfolio Hackensack, NJ 17,65417.7k $1.5m $1.5m 0.16% Reduced -483 -483
76 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 16,96317.0k $1.4m $1.4m 0.02% Added +1.9k +1,891
77 Cornerstone Financial Management LLC 1.15% of their portfolio BURLINGTON, MA 16,89716.9k $1.4m $1.4m 1.15% Added +960 +960
78 Urban Financial Advisory Corp 0.38% of their portfolio CHICAGO, IL 16,43516.4k $1.4m $1.4m 0.38% Added +5.8k +5,829
79 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 16,25116.3k $1.4m $1.4m 0.01% Added +2.2k +2,231
80 Horst & Graben Wealth Management LLC 0.18% of their portfolio PORTLAND, OR 16,10816.1k $1.3m $1.3m 0.18% Added +320 +320
81 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 15,47715.5k $1.3m $1.3m 0.00% Reduced -594 -594
82 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,38215.4k $1.3m $1.3m 0.01% Added +1.7k +1,720
83 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 15,00215.0k $1.3m $1.3m 0.01% Added +210 +210
84 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 14,66414.7k $1.2m $1.2m 0.00% Reduced -479 -479
85 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 14,33214.3k $1.2m $1.2m 0.01% Reduced -1.5k -1,540
86 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,20614.2k $1.2m $1.2m 0.00% Added +3.7k +3,716
87 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 13,94113.9k $1.2m $1.2m 0.00% Unchanged
88 Sharkey, Howes & Javer 0.14% of their portfolio DENVER, CO 13,90613.9k $1.2m $1.2m 0.14% Reduced -704 -704
89 VERITY Wealth Advisors 0.69% of their portfolio SAUSALITO, X1 13,42813.4k $1.1m $1.1m 0.69% Added +92 +92
90 SUMMIT WEALTH GROUP LLC / CO 0.09% of their portfolio COLORADO SPRINGS, CO 13,39013.4k $1.1m $1.1m 0.09% Reduced -77 -77
91 Ally Invest Advisors Inc. 0.07% of their portfolio CHARLOTTE, NC 13,37313.4k $1.1m $1.1m 0.07% Added +863 +863
92 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 13,20913.2k $1.1m $1.1m 0.00% Unchanged
93 Moors & Cabot, Inc. 0.04% of their portfolio BOSTON, MA 13,02613.0k $1.1m $1.1m 0.04% Added +189 +189
94 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,99313.0k $1.1m $1.1m 0.00% Added +132 +132
95 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 12,94612.9k $1.1m $1.1m 0.01% Added +1.3k +1,298
96 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 12,65012.7k $1.1m $1.1m 0.01% Added +1.1k +1,075
97 DIVERSIFIED TRUST CO 0.02% of their portfolio MEMPHIS, TN 12,27612.3k $1.0m $1.0m 0.02% Unchanged
98 SigFig Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 11,86811.9k $996.1k $996.1k 0.03% Added +88 +88
99 Davis Wealth Advisors, LLC 0.74% of their portfolio SALEM, NH 11,33411.3k $958.9k $958.9k 0.74% Added +1.8k +1,752
100 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,95211.0k $926.5k $926.5k 0.00% Added +4.6k +4,562