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 264 institutions that hold shares in the stock, with a total of 20.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,389
shares
|
$128,265
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,286
shares
|
$122,735
0.0% of portfolio
|
Q1 2025
Reduced 98.09%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,272
shares
|
$121,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
2,250
shares
|
$120,802
0.05% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,192
shares
|
$117,688
0.01% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,089
shares
|
$112,158
0.0% of portfolio
|
Q4 2024
Added 19.24%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,007
shares
|
$107,755
0.0% of portfolio
|
Q1 2025
Reduced 33.17%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,980
shares
|
$106,306
0.02% of portfolio
|
Q4 2024
Added 247.37%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1,906
shares
|
$102,333
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,879
shares
|
$100,883
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,851
shares
|
$99,380
0.02% of portfolio
|
Q2 2024
Added 4.4%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,847
shares
|
$99,165
0.01% of portfolio
|
Q4 2024
Added 28.89%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,718
shares
|
$92,239
0.03% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,555
shares
|
$83,487
0.0% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,074
shares
|
$57,663
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
873
shares
|
$46,871
0.04% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
848
shares
|
$45,529
0.03% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
825
shares
|
$44,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
795
shares
|
$42,683
0.02% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
764
shares
|
$41,019
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
662
shares
|
$35,542
0.0% of portfolio
|
Q3 2024
Added 308.64%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
557
shares
|
$29,905
0.01% of portfolio
|
Q1 2025
Added 49.73%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
534
shares
|
$28,670
0.0% of portfolio
|
Q1 2025
Reduced 68.66%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
526
shares
|
$28,240
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
312
shares
|
$16,751
0.01% of portfolio
|
Q1 2025
Reduced 42.75%
|