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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
12,302
shares
|
$700,598
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
12,241
shares
|
$697,124
0.01% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
12,188
shares
|
$694,106
0.27% of portfolio
|
Q2 2025
Reduced 25.35%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
12,154
shares
|
$692,170
0.33% of portfolio
|
Q2 2025
Reduced 30.35%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
12,152
shares
|
$692,056
0.62% of portfolio
|
Q1 2025
Reduced 62.86%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,847
shares
|
$674,686
0.31% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
11,633
shares
|
$662,499
0.02% of portfolio
|
Q1 2025
Reduced 26.57%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,607
shares
|
$661,018
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
11,582
shares
|
$659,594
0.02% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
11,466
shares
|
$652,988
0.53% of portfolio
|
Q2 2025
Reduced 23.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
11,437
shares
|
$651,337
0.0% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,336
shares
|
$645,585
0.0% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
11,232
shares
|
$639,662
0.03% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
11,055
shares
|
$629,582
0.02% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
10,922
shares
|
$622,007
0.02% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,584
shares
|
$602,758
0.95% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
10,513
shares
|
$598,715
0.15% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,187
shares
|
$580,149
0.03% of portfolio
|
Q2 2025
Reduced 30.94%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
10,110
shares
|
$575,764
0.0% of portfolio
|
Q2 2025
Reduced 95.5%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
9,825
shares
|
$559,533
0.0% of portfolio
|
Q2 2025
Reduced 25.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
9,707
shares
|
$552,813
0.01% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
9,653
shares
|
$549,738
0.14% of portfolio
|
Q1 2025
Added 39.9%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
9,547
shares
|
$543,701
0.24% of portfolio
|
Q2 2025
Reduced 21.78%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
9,416
shares
|
$536,241
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,326
shares
|
$531,115
0.02% of portfolio
|
Q2 2025
Reduced 55.24%
|