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 |
|---|---|---|---|---|---|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
19,024
shares
|
$1.08 Million
0.33% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
18,862
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2025
Reduced 25.39%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,589
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
18,502
shares
|
$1.05 Million
0.57% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
18,186
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
18,168
shares
|
$1.03 Million
0.8% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
18,168
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
17,511
shares
|
$997,251
0.1% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
16,790
shares
|
$956,190
0.02% of portfolio
|
Q2 2025
Reduced 26.34%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
16,290
shares
|
$927,715
0.24% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
16,039
shares
|
$913,421
0.0% of portfolio
|
Q2 2025
Added 19.49%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
15,502
shares
|
$882,838
0.16% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
15,067
shares
|
$858,065
0.29% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
14,932
shares
|
$850,377
0.0% of portfolio
|
Q2 2025
Added 55.9%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
14,729
shares
|
$838,816
0.39% of portfolio
|
Q2 2025
Added 36.68%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
14,562
shares
|
$829,305
0.23% of portfolio
|
Q1 2025
Added 18.15%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
14,191
shares
|
$808,177
0.55% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
14,040
shares
|
$799,578
0.36% of portfolio
|
Q2 2025
Reduced 34.16%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
13,957
shares
|
$794,851
0.71% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
13,920
shares
|
$792,744
0.1% of portfolio
|
Q2 2025
Added 53.93%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
13,654
shares
|
$777,595
0.27% of portfolio
|
Q2 2025
Reduced 32.77%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
13,648
shares
|
$777,253
0.45% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
13,422
shares
|
$764,382
0.01% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
13,309
shares
|
$757,947
0.06% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
13,053
shares
|
$743,368
0.3% of portfolio
|
Q2 2025
New holding
|