Institutional Ownership Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF). We have compiled data on the 262 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,174,807
shares
|
$263 Million
0.08% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,693,042
shares
|
$137 Million
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,188,627
shares
|
$60.4 Million
0.23% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,159,705
shares
|
$58.9 Million
0.02% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
668,871
shares
|
$34 Million
1.12% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
624,564
shares
|
$31.7 Million
0.0% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
622,086
shares
|
$31.6 Million
0.04% of portfolio
|
Q1 2025
Added 20.57%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
501,576
shares
|
$25.5 Million
0.29% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
380,706
shares
|
$19.3 Million
0.3% of portfolio
|
Q3 2022
Reduced 3.08%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
369,263
shares
|
$18.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.74%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
365,571
shares
|
$18.6 Million
0.09% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
312,204
shares
|
$15.9 Million
0.03% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
293,233
shares
|
$14.9 Million
0.05% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
284,021
shares
|
$14.4 Million
0.08% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
272,390
shares
|
$13.8 Million
0.84% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
224,445
shares
|
$11.4 Million
0.04% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
220,521
shares
|
$11.2 Million
4.62% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
187,421
shares
|
$9.52 Million
6.97% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
172,402
shares
|
$8.76 Million
9.99% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
137,466
shares
|
$6.98 Million
0.0% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
130,529
shares
|
$6.63 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
124,022
shares
|
$6.3 Million
0.02% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
120,197
shares
|
$6.11 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
116,446
shares
|
$5.92 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
113,089
shares
|
$5.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.89%
|