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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
12,639
shares
|
$678,587
0.04% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
12,582
shares
|
$675,527
0.01% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
12,302
shares
|
$660,494
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
12,206
shares
|
$655,340
0.27% of portfolio
|
Q1 2025
Added 13.13%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
12,152
shares
|
$652,440
0.62% of portfolio
|
Q1 2025
Reduced 62.86%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
11,962
shares
|
$642,239
0.02% of portfolio
|
Q1 2025
Added 55.59%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
11,851
shares
|
$636,280
0.0% of portfolio
|
Q1 2025
Added 36.97%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,847
shares
|
$636,065
0.31% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
11,633
shares
|
$624,575
0.02% of portfolio
|
Q1 2025
Reduced 26.57%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,607
shares
|
$623,179
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
11,465
shares
|
$615,555
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,336
shares
|
$608,629
0.0% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
11,164
shares
|
$599,395
0.02% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
11,132
shares
|
$597,677
0.01% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
11,115
shares
|
$596,764
0.03% of portfolio
|
Q1 2025
Added 20.71%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
11,043
shares
|
$592,898
0.01% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
10,843
shares
|
$582,160
0.15% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,819
shares
|
$580,872
0.02% of portfolio
|
Q1 2025
Reduced 69.66%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
10,776
shares
|
$578,563
0.28% of portfolio
|
Q1 2025
Added 84.52%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,584
shares
|
$568,254
0.95% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
10,539
shares
|
$565,838
0.19% of portfolio
|
Q1 2025
Added 96.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
10,230
shares
|
$549,248
0.01% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
9,686
shares
|
$520,041
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
9,653
shares
|
$518,269
0.14% of portfolio
|
Q1 2025
Added 39.9%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,578
shares
|
$514,242
0.0% of portfolio
|
Q1 2025
Added 30.05%
|