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 258 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $995 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
11,777
shares
|
$564,000
0.03% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
11,758
shares
|
$563,090
0.48% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
11,728
shares
|
$561,653
0.02% of portfolio
|
Q4 2024
Reduced 53.03%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
11,583
shares
|
$554,709
0.05% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
11,575
shares
|
$554,326
0.0% of portfolio
|
Q4 2024
Reduced 25.92%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
11,555
shares
|
$553,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,336
shares
|
$542,881
0.0% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
11,323
shares
|
$542,258
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
11,041
shares
|
$528,753
0.07% of portfolio
|
Q4 2024
Added 41.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
10,901
shares
|
$522,048
0.01% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
10,802
shares
|
$517,307
0.31% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
10,789
shares
|
$516,685
0.25% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,789
shares
|
$516,685
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,584
shares
|
$506,867
0.95% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
10,583
shares
|
$506,819
0.02% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
9,989
shares
|
$478,373
0.04% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
9,853
shares
|
$471,860
0.09% of portfolio
|
Q4 2024
Reduced 23.44%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,828
shares
|
$470,662
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
9,339
shares
|
$447,244
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
9,208
shares
|
$440,971
0.02% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
9,178
shares
|
$439,534
0.04% of portfolio
|
Q4 2024
Added 18.7%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,154
shares
|
$438,385
0.01% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
9,104
shares
|
$435,990
0.4% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,077
shares
|
$434,697
0.0% of portfolio
|
Q3 2024
Added 33.31%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
9,043
shares
|
$433,069
0.06% of portfolio
|
Q3 2024
New holding
|