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 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $948 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,454
shares
|
$82,834
0.02% of portfolio
|
Q3 2025
Reduced 26.6%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
1,403
shares
|
$79,928
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,074
shares
|
$61,185
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
825
shares
|
$47,000
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
819
shares
|
$46,658
0.03% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
747
shares
|
$42,556
0.0% of portfolio
|
Q3 2025
Reduced 26.33%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
689
shares
|
$39,252
0.02% of portfolio
|
Q3 2025
Added 107.53%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
673
shares
|
$38,340
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
645
shares
|
$36,745
0.0% of portfolio
|
Q3 2025
Reduced 37.38%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
597
shares
|
$34,011
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
537
shares
|
$30,592
0.0% of portfolio
|
Q3 2025
Reduced 85.08%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
526
shares
|
$29,966
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
492
shares
|
$28,029
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
469
shares
|
$26,718
0.0% of portfolio
|
Q2 2025
Reduced 92.07%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
379
shares
|
$21,591
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
356
shares
|
$20,281
0.01% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
332
shares
|
$18,914
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
301
shares
|
$17,147
0.0% of portfolio
|
Q3 2025
Added 144.72%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
289
shares
|
$16,464
0.0% of portfolio
|
Q3 2025
Reduced 30.53%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
236
shares
|
$13,444
0.0% of portfolio
|
Q3 2025
Reduced 29.13%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
216
shares
|
$12,305
0.0% of portfolio
|
Q2 2024
Reduced 23.94%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
210
shares
|
$11,963
0.0% of portfolio
|
Q4 2024
Reduced 95.62%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
193
shares
|
$10,995
0.01% of portfolio
|
Q1 2022
Added 7.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
179
shares
|
$10,197
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
135
shares
|
$7,690
0.0% of portfolio
|
Q3 2025
Added 60.71%
|
|