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 |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
95,796
shares
|
$5.46 Million
0.77% of portfolio
|
Q2 2025
Reduced 20.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
94,999
shares
|
$5.41 Million
0.0% of portfolio
|
Q2 2025
Added 24.97%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
91,692
shares
|
$5.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
86,905
shares
|
$4.95 Million
0.01% of portfolio
|
Q2 2025
Added 15.24%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
85,247
shares
|
$4.85 Million
0.89% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
83,825
shares
|
$4.77 Million
2.62% of portfolio
|
Q2 2025
Added 30161.73%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
78,611
shares
|
$4.48 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
75,590
shares
|
$4.3 Million
0.01% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
73,893
shares
|
$4.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
70,589
shares
|
$4.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
68,225
shares
|
$3.89 Million
1.18% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
67,502
shares
|
$3.84 Million
0.69% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
66,584
shares
|
$3.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
64,617
shares
|
$3.68 Million
0.04% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
63,307
shares
|
$3.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
63,214
shares
|
$3.6 Million
0.69% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
59,514
shares
|
$3.39 Million
0.6% of portfolio
|
Q2 2025
Added 56.81%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
57,732
shares
|
$3.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.12%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
56,386
shares
|
$3.21 Million
0.56% of portfolio
|
Q2 2025
Reduced 22.46%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
54,231
shares
|
$3.09 Million
0.23% of portfolio
|
Q2 2025
Added 16.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
53,161
shares
|
$3.03 Million
0.12% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
49,278
shares
|
$2.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 29.33%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
48,801
shares
|
$2.78 Million
0.39% of portfolio
|
Q2 2025
Reduced 28.48%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
47,352
shares
|
$2.7 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
45,693
shares
|
$2.6 Million
1.0% of portfolio
|
Q2 2025
Reduced 14.18%
|