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 258 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $995 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
97,082
shares
|
$4.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
95,398
shares
|
$4.57 Million
0.0% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
92,475
shares
|
$4.43 Million
0.0% of portfolio
|
Q4 2024
Added 19.02%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
90,866
shares
|
$4.35 Million
0.92% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
90,456
shares
|
$4.33 Million
0.01% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
88,752
shares
|
$4.25 Million
0.04% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
82,443
shares
|
$3.95 Million
0.9% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
79,739
shares
|
$3.82 Million
0.0% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
77,739
shares
|
$3.72 Million
0.23% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
77,049
shares
|
$3.69 Million
0.01% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
75,155
shares
|
$3.6 Million
0.69% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
74,247
shares
|
$3.56 Million
0.01% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
72,207
shares
|
$3.46 Million
0.01% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
71,416
shares
|
$3.42 Million
0.74% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
68,706
shares
|
$3.29 Million
0.02% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
68,225
shares
|
$3.27 Million
1.14% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
67,392
shares
|
$3.23 Million
0.5% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
67,277
shares
|
$3.22 Million
0.03% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
63,307
shares
|
$3.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
62,437
shares
|
$2.99 Million
0.71% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
59,390
shares
|
$2.84 Million
0.04% of portfolio
|
Q4 2024
Reduced 34.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
58,757
shares
|
$2.81 Million
0.03% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
49,115
shares
|
$2.35 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,703
shares
|
$2.14 Million
0.12% of portfolio
|
Q4 2023
Reduced 7.64%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
43,897
shares
|
$2.1 Million
0.1% of portfolio
|
Q3 2022
Reduced 19.9%
|