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 |
|---|---|---|---|---|---|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
26,031
shares
|
$1.48 Million
0.95% of portfolio
|
Q1 2024
Added 12.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
25,028
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
24,905
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
24,880
shares
|
$1.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 18.2%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
24,646
shares
|
$1.4 Million
1.17% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
24,442
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
23,622
shares
|
$1.35 Million
0.57% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
23,504
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
23,457
shares
|
$1.34 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
23,228
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
23,171
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
22,650
shares
|
$1.29 Million
0.07% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
22,284
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
22,137
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
21,527
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,275
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 50.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
21,263
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.31%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
21,251
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
21,231
shares
|
$1.21 Million
0.31% of portfolio
|
Q2 2025
Reduced 42.88%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
20,988
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
Added 46.34%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
20,838
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 24.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
20,708
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 84.14%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,462
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
19,255
shares
|
$1.1 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
19,237
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.34%
|