iSHARES TRUST - DMXF

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$405.1M
QoQ value delta ($000)
+$17.64M (+4.55%)
Implied price effect (QoQ)
-0.68%
Shares
Total shares
5,389,716
QoQ shares delta
+270,028 (+5.27%)
Total shares held by funds (by quarter)

Market chart (DMXF)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
BlackRock, Inc. 63,493 844,783 0.0%
IMA Advisory Services, Inc. 55,036 732,980 5.29%
SEI INVESTMENTS CO 26,874 357,561 0.03%
SBE LLC DBA CEDAR COVE WEALTH PARTNERS 17,722 235,791 9.26%
SigFig Wealth Management, LLC 17,523 233,148 0.52%
Allworth Financial LP 13,297 176,920 0.05%
RWA WEALTH PARTNERS, LLC 10,906 145,106 0.12%
Values Added Financial LLC 7,212 95,967 3.05%
BAILARD, INC. 6,754 89,862 0.15%
LPL Financial LLC 6,390 85,031 0.0%
Accredited Investors Inc. 6,269 83,409 0.33%
Financial Connections Group, Inc. 5,800 77,169 1.99%
Invera Wealth Advisors, LLC 4,909 65,321 3.1%
JPMORGAN CHASE & CO 4,719 62,796 0.0%
HighTower Advisors, LLC 4,693 62,447 0.01%
Balanced Rock Investment Advisors LLC 4,661 62,024 3.31%
FLOW TRADERS U.S. LLC 4,383 58,319 0.14%
UBS Group AG 4,164 55,410 0.0%
REGATTA CAPITAL GROUP, LLC 4,079 54,272 0.62%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,012 53,382 0.0%
CWM, LLC 3,650 48,562 0.01%
Walkner Condon Financial Advisors LLC 3,592 47,802 0.5%
Klaas Financial Asset Advisors, LLC 3,428 45,614 0.5%
TD Waterhouse Canada Inc. 3,278 43,715 0.02%
Atlantic Private Wealth, LLC 3,158 42,022 2.02%