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 264 institutions that hold shares in the stock, with a total of 20.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
7,200
shares
|
$386,568
0.0% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,021
shares
|
$376,957
0.01% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,826
shares
|
$366,487
0.01% of portfolio
|
Q1 2025
Reduced 83.75%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
6,766
shares
|
$363,266
0.02% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
6,740
shares
|
$361,870
0.05% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
6,703
shares
|
$359,884
0.02% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
6,385
shares
|
$342,810
0.01% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
6,382
shares
|
$342,649
0.09% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
6,184
shares
|
$332,018
0.04% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
6,079
shares
|
$326,381
0.01% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
6,045
shares
|
$324,556
0.02% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
5,911
shares
|
$317,361
0.04% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,900
shares
|
$316,771
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
5,816
shares
|
$312,261
0.01% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
5,810
shares
|
$311,938
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
5,800
shares
|
$311,402
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
5,783
shares
|
$310,489
0.06% of portfolio
|
Q1 2025
Added 34.11%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,779
shares
|
$310,274
0.01% of portfolio
|
Q1 2025
Added 31.94%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
5,657
shares
|
$303,724
0.11% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
5,645
shares
|
$303,080
0.01% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
5,466
shares
|
$293,469
0.02% of portfolio
|
Q4 2023
Reduced 16.96%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
5,390
shares
|
$289,389
0.08% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
5,322
shares
|
$285,738
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
5,308
shares
|
$284,986
0.04% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
5,282
shares
|
$283,590
0.21% of portfolio
|
Q2 2025
Reduced 17.55%
|