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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
27,833
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Added 32.84%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
27,756
shares
|
$1.49 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
27,659
shares
|
$1.49 Million
0.11% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
27,271
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
26,031
shares
|
$1.4 Million
0.9% of portfolio
|
Q1 2024
Added 12.01%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
25,281
shares
|
$1.36 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,328
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
24,322
shares
|
$1.31 Million
1.05% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
23,622
shares
|
$1.27 Million
0.57% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
23,457
shares
|
$1.26 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
23,228
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
23,171
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
22,995
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
22,795
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
22,321
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Added 429.56%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
22,284
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
21,941
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
21,915
shares
|
$1.18 Million
0.07% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
21,527
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
21,325
shares
|
$1.14 Million
0.53% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
20,834
shares
|
$1.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
20,679
shares
|
$1.11 Million
0.08% of portfolio
|
Q1 2025
Added 641.18%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
20,309
shares
|
$1.09 Million
0.37% of portfolio
|
Q1 2025
Added 19.35%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
19,255
shares
|
$1.03 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
19,024
shares
|
$1.02 Million
0.33% of portfolio
|
Q2 2025
Added 0.13%
|