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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
9,251
shares
|
$496,686
0.08% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
9,250
shares
|
$496,632
0.04% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
9,174
shares
|
$492,552
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,077
shares
|
$487,344
0.0% of portfolio
|
Q3 2024
Added 33.31%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
8,805
shares
|
$472,740
0.16% of portfolio
|
Q2 2025
Reduced 27.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,751
shares
|
$469,841
0.01% of portfolio
|
Q1 2021
Reduced 98.81%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
8,747
shares
|
$469,626
0.02% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,649
shares
|
$464,364
0.02% of portfolio
|
Q3 2023
Reduced 6.55%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
8,646
shares
|
$464,203
0.11% of portfolio
|
Q1 2025
Reduced 41.08%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
8,630
shares
|
$463,344
0.04% of portfolio
|
Q1 2025
Added 65.87%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
8,460
shares
|
$454,217
0.06% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
8,442
shares
|
$453,250
0.04% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
8,214
shares
|
$441,009
0.03% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
8,120
shares
|
$435,962
0.05% of portfolio
|
Q2 2025
Added 54.05%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
7,949
shares
|
$426,781
0.24% of portfolio
|
Q2 2025
Reduced 31.09%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
7,946
shares
|
$426,620
0.15% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
7,942
shares
|
$426,405
0.04% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
7,930
shares
|
$425,761
0.13% of portfolio
|
Q1 2025
Added 96.09%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
7,735
shares
|
$415,292
0.27% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
7,617
shares
|
$408,956
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
7,397
shares
|
$397,144
0.08% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,312
shares
|
$392,581
0.0% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
7,298
shares
|
$391,829
0.03% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
7,253
shares
|
$389,413
0.29% of portfolio
|
Q2 2025
Reduced 32.61%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
7,227
shares
|
$388,017
0.11% of portfolio
|
Q2 2025
Reduced 17.26%
|