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 |
|---|---|---|---|---|---|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
43,274
shares
|
$2.07 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
42,725
shares
|
$2.05 Million
0.45% of portfolio
|
Q1 2024
Added 28.98%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,004
shares
|
$2.01 Million
0.08% of portfolio
|
Q4 2024
Added 165.65%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
41,485
shares
|
$1.99 Million
0.03% of portfolio
|
Q4 2024
Added 27.22%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
41,470
shares
|
$1.99 Million
0.18% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
39,984
shares
|
$1.91 Million
0.41% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
39,872
shares
|
$1.91 Million
0.46% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
37,904
shares
|
$1.82 Million
0.36% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
36,958
shares
|
$1.77 Million
0.05% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
35,829
shares
|
$1.72 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
35,662
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
34,766
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Feb 10, 2025 Q4 2023 |
32,721
shares
|
$1.57 Million
1.42% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
31,342
shares
|
$1.5 Million
0.15% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
31,268
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
31,217
shares
|
$1.49 Million
0.06% of portfolio
|
Q4 2024
Added 15.37%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Feb 27, 2025 Q4 2024 |
31,186
shares
|
$1.49 Million
0.6% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,971
shares
|
$1.48 Million
0.1% of portfolio
|
Q4 2023
Reduced 7.31%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
30,783
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 55.89%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
30,110
shares
|
$1.44 Million
0.08% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
29,484
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 291.03%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
28,405
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2022
Reduced 8.12%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
27,392
shares
|
$1.31 Million
0.14% of portfolio
|
Q4 2024
Added 33.72%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
26,788
shares
|
$1.28 Million
0.12% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
26,222
shares
|
$1.26 Million
0.16% of portfolio
|
Q4 2024
Added 17.06%
|