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 283 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
4,026
shares
|
$229,280
0.0% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
3,988
shares
|
$227,116
0.01% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
3,870
shares
|
$220,396
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
3,832
shares
|
$218,232
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,830
shares
|
$218,118
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
3,799
shares
|
$216,353
0.01% of portfolio
|
Q2 2025
Reduced 28.64%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
3,745
shares
|
$213,277
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,738
shares
|
$212,879
0.0% of portfolio
|
Q2 2025
Added 63.52%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,599
shares
|
$204,963
0.02% of portfolio
|
Q2 2025
Reduced 16.79%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,398
shares
|
$193,516
0.0% of portfolio
|
Q2 2025
Added 62.66%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,291
shares
|
$187,422
0.03% of portfolio
|
Q1 2025
Reduced 60.91%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,176
shares
|
$180,873
0.0% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
3,167
shares
|
$180,360
0.03% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,082
shares
|
$175,519
0.01% of portfolio
|
Q2 2025
Reduced 33.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,988
shares
|
$170,166
0.0% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,770
shares
|
$157,751
0.0% of portfolio
|
Q2 2025
Reduced 32.62%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,670
shares
|
$152,056
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2,523
shares
|
$143,684
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
2,250
shares
|
$128,137
0.06% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,007
shares
|
$114,298
0.0% of portfolio
|
Q1 2025
Reduced 33.17%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,981
shares
|
$112,817
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,945
shares
|
$110,767
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1,906
shares
|
$108,546
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,898
shares
|
$108,091
0.04% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,856
shares
|
$105,699
0.01% of portfolio
|
Q2 2025
Reduced 1.22%
|