iSHARES TRUST - DMXF

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$972.8M
QoQ value delta ($000)
+$15K (+0.0%)
Implied price effect (QoQ)
0.0%
Shares
Total shares
11,505,691
QoQ shares delta
+179 (+0.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 3 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Northwest & Ethical Investments L.P. 288,449 3,409,570 6.71%
ENVESTNET ASSET MANAGEMENT INC 94,493 1,116,943 0.02%
IMA Advisory Services, Inc. 69,495 822,257 4.35%
BlackRock, Inc. 65,534 774,640 0.0%
LPL Financial LLC 35,258 416,766 0.01%
SEI INVESTMENTS CO 32,975 389,776 0.03%
SBE LLC DBA CEDAR COVE WEALTH PARTNERS 20,786 245,699 9.77%
Envestnet Portfolio Solutions, Inc. 18,152 214,571 0.09%
JPMORGAN CHASE & CO 17,773 211,765 0.0%
Allworth Financial LP 15,220 179,916 0.06%
RWA WEALTH PARTNERS, LLC 12,881 152,267 0.12%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,605 125,355 0.0%
Cetera Investment Advisers 9,564 113,050 0.01%
BAILARD, INC. 9,139 108,027 0.19%
Values Added Financial LLC 9,132 107,954 3.3%
PARK AVENUE SECURITIES LLC 8,850 104,605 0.06%
Accredited Investors Inc. 8,602 101,689 0.37%
THRIVENT FINANCIAL FOR LUTHERANS 6,372 75,425 0.01%
Apella Capital, LLC 6,336 75,662 0.09%
REGATTA CAPITAL GROUP, LLC 5,952 70,362 0.8%
MML INVESTORS SERVICES, LLC 5,855 69,211 0.01%
HighTower Advisors, LLC 5,802 68,588 0.01%
Invera Wealth Advisors, LLC 5,694 67,313 3.05%
Balanced Rock Investment Advisors LLC 5,328 62,987 3.32%
ROYAL BANK OF CANADA 5,024 59,385 0.0%