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 20.8 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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
109,552
shares
|
$5.88 Million
0.0% of portfolio
|
Q1 2025
Added 18.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
96,848
shares
|
$5.2 Million
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
95,796
shares
|
$5.14 Million
0.77% of portfolio
|
Q2 2025
Reduced 20.3%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
91,692
shares
|
$4.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
84,503
shares
|
$4.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
84,301
shares
|
$4.53 Million
0.69% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
82,625
shares
|
$4.44 Million
0.24% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
82,616
shares
|
$4.44 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
76,501
shares
|
$4.11 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
76,019
shares
|
$4.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
75,381
shares
|
$4.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
72,723
shares
|
$3.9 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
71,529
shares
|
$3.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
69,734
shares
|
$3.74 Million
0.03% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
68,819
shares
|
$3.69 Million
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
68,225
shares
|
$3.66 Million
1.08% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
67,363
shares
|
$3.62 Million
0.65% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
63,307
shares
|
$3.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
63,214
shares
|
$3.39 Million
0.69% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
62,439
shares
|
$3.35 Million
0.04% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
60,585
shares
|
$3.25 Million
0.03% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
56,496
shares
|
$3.03 Million
0.01% of portfolio
|
Q4 2024
Added 29.99%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
53,240
shares
|
$2.86 Million
0.88% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
48,801
shares
|
$2.62 Million
0.39% of portfolio
|
Q2 2025
Reduced 28.48%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
47,352
shares
|
$2.54 Million
0.02% of portfolio
|
Q1 2025
New holding
|