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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,589
shares
|
$998,043
0.01% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
18,502
shares
|
$993,372
0.57% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
18,409
shares
|
$988,379
0.0% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
18,168
shares
|
$975,439
0.8% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
|
F
|
May 14, 2025 Q1 2025 |
18,168
shares
|
$975,439
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
17,983
shares
|
$965,507
0.1% of portfolio
|
Q1 2025
Added 62.87%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
17,900
shares
|
$961,051
0.18% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
17,451
shares
|
$936,944
0.47% of portfolio
|
Q1 2025
Added 22.01%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
16,327
shares
|
$876,596
0.33% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
16,290
shares
|
$874,610
0.24% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
15,161
shares
|
$813,994
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
14,931
shares
|
$801,645
0.67% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
14,751
shares
|
$791,981
0.04% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
14,562
shares
|
$781,833
0.23% of portfolio
|
Q1 2025
Added 18.15%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
14,342
shares
|
$770,021
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
14,309
shares
|
$768,250
0.06% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
14,146
shares
|
$759,498
0.01% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
14,022
shares
|
$752,841
0.53% of portfolio
|
Q1 2025
Added 19.25%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
13,957
shares
|
$749,351
0.71% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
13,920
shares
|
$747,364
0.1% of portfolio
|
Q2 2025
Added 53.93%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
13,777
shares
|
$739,687
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
13,648
shares
|
$732,761
0.44% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,423
shares
|
$720,680
0.0% of portfolio
|
Q1 2025
Added 68.93%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
13,142
shares
|
$705,593
0.0% of portfolio
|
Q1 2025
Added 62.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
13,135
shares
|
$705,218
0.02% of portfolio
|
Q1 2025
Added 8.24%
|