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 |
|---|---|---|---|---|---|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
281
shares
|
$15,086
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
277
shares
|
$14,872
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
224
shares
|
$12,026
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
216
shares
|
$11,597
0.0% of portfolio
|
Q2 2024
Reduced 23.94%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
210
shares
|
$11,274
0.0% of portfolio
|
Q4 2024
Reduced 95.62%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
193
shares
|
$10,362
0.01% of portfolio
|
Q1 2022
Added 7.82%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
123
shares
|
$6,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
107
shares
|
$5,744
0.0% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
84
shares
|
$4,509
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
53
shares
|
$2,845
0.0% of portfolio
|
Q1 2025
Reduced 95.12%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
45
shares
|
$2,416
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
33
shares
|
$1,771
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
6
shares
|
$322
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|