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 |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
6,776
shares
|
$324,502
0.09% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,755
shares
|
$323,496
0.0% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
6,657
shares
|
$318,803
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
6,615
shares
|
$316,792
0.04% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
6,481
shares
|
$310,375
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
6,322
shares
|
$302,760
0.04% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
6,087
shares
|
$291,506
0.09% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
5,967
shares
|
$285,759
0.22% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
5,949
shares
|
$284,897
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
5,916
shares
|
$283,317
0.01% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
5,840
shares
|
$279,677
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
5,506
shares
|
$263,682
0.0% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
5,482
shares
|
$262,532
0.01% of portfolio
|
Q4 2024
Added 25.59%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
5,466
shares
|
$261,766
0.02% of portfolio
|
Q4 2023
Reduced 16.96%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
5,440
shares
|
$260,521
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
5,386
shares
|
$257,935
0.04% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,366
shares
|
$256,977
0.1% of portfolio
|
Q3 2024
Added 15.82%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
5,322
shares
|
$254,870
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,215
shares
|
$249,746
0.0% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
5,203
shares
|
$249,171
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
5,166
shares
|
$247,399
0.01% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
5,122
shares
|
$245,292
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
4,972
shares
|
$238,109
0.0% of portfolio
|
Q4 2024
Reduced 21.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,878
shares
|
$233,607
0.01% of portfolio
|
Q4 2024
Reduced 17.93%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,832
shares
|
$231,404
0.14% of portfolio
|
Q4 2024
New holding
|