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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,851
shares
|
$105,414
0.02% of portfolio
|
Q2 2024
Added 4.4%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,847
shares
|
$105,186
0.01% of portfolio
|
Q4 2024
Added 28.89%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,718
shares
|
$97,840
0.03% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,074
shares
|
$61,164
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,030
shares
|
$58,658
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,014
shares
|
$57,747
0.0% of portfolio
|
Q2 2025
Reduced 34.79%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
873
shares
|
$49,717
0.04% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
848
shares
|
$48,293
0.03% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
825
shares
|
$46,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
817
shares
|
$46,528
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
597
shares
|
$33,999
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
550
shares
|
$31,322
0.01% of portfolio
|
Q2 2025
Reduced 30.82%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
526
shares
|
$29,955
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
492
shares
|
$28,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
469
shares
|
$26,709
0.0% of portfolio
|
Q2 2025
Reduced 92.07%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
416
shares
|
$23,691
0.0% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
398
shares
|
$22,666
0.01% of portfolio
|
Q2 2025
Reduced 28.55%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
378
shares
|
$21,527
0.0% of portfolio
|
Q2 2025
Reduced 50.52%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
356
shares
|
$20,274
0.01% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
333
shares
|
$18,964
0.0% of portfolio
|
Q2 2025
Added 528.3%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
332
shares
|
$18,907
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
332
shares
|
$18,907
0.01% of portfolio
|
Q2 2025
Added 18.15%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
216
shares
|
$12,301
0.0% of portfolio
|
Q2 2024
Reduced 23.94%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
210
shares
|
$11,959
0.0% of portfolio
|
Q4 2024
Reduced 95.62%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
193
shares
|
$10,991
0.01% of portfolio
|
Q1 2022
Added 7.82%
|