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 20.9 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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
46,501
shares
|
$2.5 Million
0.09% of portfolio
|
Q1 2025
Added 153.7%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
46,354
shares
|
$2.49 Million
0.19% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
46,296
shares
|
$2.49 Million
1.02% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,703
shares
|
$2.4 Million
0.12% of portfolio
|
Q4 2023
Reduced 7.64%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
43,897
shares
|
$2.36 Million
0.1% of portfolio
|
Q3 2022
Reduced 19.9%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
43,535
shares
|
$2.34 Million
0.42% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
42,725
shares
|
$2.29 Million
0.41% of portfolio
|
Q1 2024
Added 28.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
38,919
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Added 32.0%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
38,793
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
38,320
shares
|
$2.06 Million
0.67% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
38,065
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
37,952
shares
|
$2.04 Million
0.35% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
37,169
shares
|
$2 Million
0.4% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
36,196
shares
|
$1.94 Million
0.83% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
35,519
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Added 324.26%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
35,324
shares
|
$1.9 Million
0.7% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
31,167
shares
|
$1.67 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,971
shares
|
$1.66 Million
0.1% of portfolio
|
Q4 2023
Reduced 7.31%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
30,794
shares
|
$1.65 Million
0.09% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
30,597
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
30,415
shares
|
$1.63 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
29,659
shares
|
$1.59 Million
0.04% of portfolio
|
Q1 2025
Added 21.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
29,412
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2025
Reduced 32.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
29,190
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 117.8%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
28,405
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2022
Reduced 8.12%
|