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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
45,315
shares
|
$2.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.2%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
44,795
shares
|
$2.55 Million
0.44% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,703
shares
|
$2.55 Million
0.12% of portfolio
|
Q4 2023
Reduced 7.64%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
43,897
shares
|
$2.5 Million
0.1% of portfolio
|
Q3 2022
Reduced 19.9%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
43,044
shares
|
$2.45 Million
0.02% of portfolio
|
Q2 2025
Reduced 89.32%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
42,725
shares
|
$2.43 Million
0.45% of portfolio
|
Q1 2024
Added 28.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
42,184
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 44.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
38,332
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
38,320
shares
|
$2.18 Million
0.67% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
36,786
shares
|
$2.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
35,324
shares
|
$2.01 Million
0.7% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
35,077
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
34,204
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
34,009
shares
|
$1.94 Million
0.14% of portfolio
|
Q2 2025
Added 64.46%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,971
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2023
Reduced 7.31%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
30,794
shares
|
$1.75 Million
0.09% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
30,702
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
29,980
shares
|
$1.71 Million
0.73% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
29,412
shares
|
$1.68 Million
0.04% of portfolio
|
Q2 2025
Reduced 32.75%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
29,341
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
29,190
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 117.8%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
28,405
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2022
Reduced 8.12%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
27,807
shares
|
$1.58 Million
0.06% of portfolio
|
Q2 2025
Added 307.37%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
27,756
shares
|
$1.58 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
27,581
shares
|
$1.57 Million
0.55% of portfolio
|
Q2 2025
Reduced 40.42%
|