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 241 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $947 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
24,487
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 81.02%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
24,075
shares
|
$1.21 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
23,915
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
23,622
shares
|
$1.19 Million
0.57% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
23,457
shares
|
$1.18 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
22,400
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
22,262
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
21,887
shares
|
$1.1 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
20,814
shares
|
$1.05 Million
0.35% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
20,789
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
20,334
shares
|
$1.02 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,211
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
19,746
shares
|
$992,039
0.01% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
19,601
shares
|
$984,754
0.04% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
18,911
shares
|
$950,088
0.03% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
18,181
shares
|
$913,413
0.76% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
18,168
shares
|
$912,760
0.73% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
18,168
shares
|
$912,760
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
17,742
shares
|
$891,358
0.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
17,416
shares
|
$874,979
0.58% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
17,011
shares
|
$854,632
0.33% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
16,544
shares
|
$831,170
0.01% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
16,394
shares
|
$823,634
0.21% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
16,233
shares
|
$815,545
0.03% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
15,866
shares
|
$797,107
0.2% of portfolio
|
Q3 2024
Added 3.19%
|