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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,601
shares
|
$376,058
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,433
shares
|
$366,488
0.01% of portfolio
|
Q3 2025
Reduced 24.55%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
6,385
shares
|
$363,753
0.01% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
6,331
shares
|
$360,677
0.09% of portfolio
|
Q3 2025
Reduced 34.41%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,329
shares
|
$360,563
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
6,131
shares
|
$349,283
0.04% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Buttonwood Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
6,092
shares
|
$347,061
0.22% of portfolio
|
Q3 2025
Reduced 23.36%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
6,073
shares
|
$345,978
0.01% of portfolio
|
Q3 2025
Reduced 34.88%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
5,900
shares
|
$336,123
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,827
shares
|
$331,964
0.12% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
5,753
shares
|
$327,748
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
5,752
shares
|
$327,691
0.08% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
5,532
shares
|
$315,158
0.04% of portfolio
|
Q3 2025
Reduced 14.38%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
5,490
shares
|
$312,765
0.1% of portfolio
|
Q3 2025
Reduced 20.27%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
5,466
shares
|
$311,398
0.02% of portfolio
|
Q4 2023
Reduced 16.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,465
shares
|
$311,341
0.01% of portfolio
|
Q3 2025
Reduced 14.44%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
5,322
shares
|
$303,194
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
5,293
shares
|
$301,542
0.01% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,215
shares
|
$297,098
0.0% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
5,198
shares
|
$296,130
0.04% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,195
shares
|
$295,959
0.01% of portfolio
|
Q3 2025
Reduced 22.28%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
5,149
shares
|
$293,338
0.07% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
5,149
shares
|
$293,338
0.0% of portfolio
|
Q3 2025
Reduced 76.74%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
5,117
shares
|
$291,515
0.02% of portfolio
|
Q3 2025
Reduced 28.05%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
5,040
shares
|
$287,128
0.01% of portfolio
|
Q3 2025
Reduced 3.82%
|
|