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 |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
8,901
shares
|
$426,268
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
8,771
shares
|
$420,043
0.06% of portfolio
|
Q4 2024
Reduced 40.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,751
shares
|
$419,085
0.01% of portfolio
|
Q1 2021
Reduced 98.81%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
8,652
shares
|
$414,344
0.0% of portfolio
|
Q4 2024
Reduced 17.21%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,649
shares
|
$414,200
0.02% of portfolio
|
Q3 2023
Reduced 6.55%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
8,539
shares
|
$408,932
0.14% of portfolio
|
Q4 2024
Added 14.36%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
8,420
shares
|
$403,233
0.1% of portfolio
|
Q2 2024
Reduced 8.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,372
shares
|
$400,935
0.0% of portfolio
|
Q4 2024
Added 49.39%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
8,082
shares
|
$387,046
0.0% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,946
shares
|
$380,533
0.0% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
7,942
shares
|
$380,342
0.04% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,922
shares
|
$379,384
0.16% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
7,917
shares
|
$379,145
0.02% of portfolio
|
Q4 2024
Added 35.57%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
7,900
shares
|
$378,331
0.0% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
7,795
shares
|
$373,302
0.17% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
7,688
shares
|
$368,178
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
7,644
shares
|
$366,071
0.01% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
7,562
shares
|
$362,144
0.01% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,365
shares
|
$352,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
6,900
shares
|
$330,441
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
6,890
shares
|
$329,962
0.02% of portfolio
|
Q4 2024
Added 43.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,874
shares
|
$329,195
0.01% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
6,835
shares
|
$327,328
0.11% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
6,820
shares
|
$326,609
0.01% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
6,781
shares
|
$324,742
0.05% of portfolio
|
Q4 2024
Added 15.15%
|