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 232 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $952 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,552,890
shares
|
$233 Million
0.07% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,693,042
shares
|
$138 Million
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,359,117
shares
|
$69.6 Million
0.24% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
623,487
shares
|
$31.9 Million
1.11% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
586,101
shares
|
$30 Million
0.01% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
482,070
shares
|
$24.7 Million
0.03% of portfolio
|
Q3 2024
Added 20.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
475,561
shares
|
$24.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
396,025
shares
|
$20.3 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
380,706
shares
|
$19.5 Million
0.3% of portfolio
|
Q3 2022
Reduced 3.08%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
377,237
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
302,059
shares
|
$15.5 Million
0.08% of portfolio
|
Q3 2024
Added 31.47%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
298,169
shares
|
$15.3 Million
0.09% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
265,902
shares
|
$13.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
247,536
shares
|
$12.7 Million
0.03% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
209,451
shares
|
$10.7 Million
5.05% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
202,964
shares
|
$10.4 Million
0.62% of portfolio
|
Q3 2024
Added 23.71%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
202,305
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2024
Added 35.36%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
199,653
shares
|
$10.2 Million
7.68% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
170,513
shares
|
$8.73 Million
8.74% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
132,528
shares
|
$6.79 Million
0.07% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
132,471
shares
|
$6.79 Million
0.0% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
131,245
shares
|
$6.72 Million
0.08% of portfolio
|
Q3 2024
Reduced 77.51%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
112,101
shares
|
$5.74 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
97,275
shares
|
$4.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
93,780
shares
|
$4.8 Million
0.0% of portfolio
|
Q3 2024
Added 34.07%
|