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 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $948 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,077
shares
|
$517,116
0.0% of portfolio
|
Q3 2024
Added 33.31%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
9,019
shares
|
$513,812
0.37% of portfolio
|
Q3 2025
Reduced 21.34%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
8,793
shares
|
$500,937
0.21% of portfolio
|
Q3 2025
Reduced 27.65%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
8,759
shares
|
$499,000
0.15% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,751
shares
|
$498,544
0.01% of portfolio
|
Q1 2021
Reduced 98.81%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,649
shares
|
$492,733
0.02% of portfolio
|
Q3 2023
Reduced 6.55%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
8,223
shares
|
$468,464
0.05% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
8,214
shares
|
$467,951
0.03% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
8,087
shares
|
$460,716
0.01% of portfolio
|
Q3 2025
Reduced 16.69%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
8,084
shares
|
$460,545
0.18% of portfolio
|
Q3 2025
Reduced 33.67%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,034
shares
|
$457,696
0.02% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
7,995
shares
|
$455,475
0.0% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
7,984
shares
|
$454,848
0.01% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
7,946
shares
|
$452,683
0.33% of portfolio
|
Q3 2025
Reduced 44.01%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
7,884
shares
|
$449,151
0.14% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
7,703
shares
|
$438,839
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7,632
shares
|
$434,795
0.02% of portfolio
|
Q3 2025
Reduced 25.08%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Oct 28, 2025 Q3 2025 |
7,492
shares
|
$426,819
0.25% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,457
shares
|
$424,825
0.0% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,262
shares
|
$413,716
0.04% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
7,215
shares
|
$411,038
0.28% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,055
shares
|
$401,923
0.0% of portfolio
|
Q3 2025
Reduced 71.14%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
6,817
shares
|
$388,364
0.1% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
6,803
shares
|
$387,566
0.02% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
6,604
shares
|
$376,229
0.12% of portfolio
|
Q3 2025
Added 12.62%
|
|