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 241 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $947 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
754
shares
|
$37,880
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
713
shares
|
$35,821
0.0% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
662
shares
|
$33,258
0.0% of portfolio
|
Q3 2024
Added 308.64%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
526
shares
|
$26,426
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
478
shares
|
$24,014
0.01% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
340
shares
|
$17,081
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
280
shares
|
$14,067
0.01% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
277
shares
|
$13,916
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
225
shares
|
$11,304
0.03% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
216
shares
|
$10,851
0.0% of portfolio
|
Q2 2024
Reduced 23.94%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
210
shares
|
$10,550
0.0% of portfolio
|
Q4 2024
Reduced 95.62%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
193
shares
|
$9,696
0.01% of portfolio
|
Q1 2022
Added 7.82%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
186
shares
|
$9,344
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
185
shares
|
$9,294
0.0% of portfolio
|
Q4 2024
Added 39.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
100
shares
|
$5,024
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
45
shares
|
$2,260
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
33
shares
|
$1,657
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3
shares
|
$150
0.0% of portfolio
|
Q3 2024
New holding
|