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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
9,251
shares
|
$526,844
0.08% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
9,197
shares
|
$523,769
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
9,137
shares
|
$520,352
0.03% of portfolio
|
Q2 2025
Reduced 27.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,077
shares
|
$516,935
0.0% of portfolio
|
Q3 2024
Added 33.31%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
8,805
shares
|
$501,444
0.16% of portfolio
|
Q2 2025
Reduced 27.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,751
shares
|
$498,369
0.01% of portfolio
|
Q1 2021
Reduced 98.81%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
8,719
shares
|
$496,547
0.04% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,649
shares
|
$492,560
0.02% of portfolio
|
Q3 2023
Reduced 6.55%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
8,649
shares
|
$492,560
0.01% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
8,526
shares
|
$485,555
0.02% of portfolio
|
Q2 2025
Reduced 28.72%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
8,442
shares
|
$480,771
0.04% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
8,214
shares
|
$467,787
0.03% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
8,152
shares
|
$464,256
0.0% of portfolio
|
Q2 2025
Reduced 31.21%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,131
shares
|
$463,060
0.01% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
8,120
shares
|
$462,434
0.05% of portfolio
|
Q2 2025
Added 54.05%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
7,949
shares
|
$452,695
0.24% of portfolio
|
Q2 2025
Reduced 31.09%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
7,884
shares
|
$448,993
0.15% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
7,735
shares
|
$440,508
0.27% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
7,426
shares
|
$422,910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
7,426
shares
|
$422,910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,267
shares
|
$413,855
0.0% of portfolio
|
Q2 2025
Reduced 24.97%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,262
shares
|
$413,570
0.04% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
7,253
shares
|
$413,058
0.29% of portfolio
|
Q2 2025
Reduced 32.61%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
7,227
shares
|
$411,577
0.11% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
7,159
shares
|
$407,705
0.0% of portfolio
|
Q2 2025
Added 74.14%
|