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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
7,157
shares
|
$407,591
0.03% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
7,112
shares
|
$405,028
0.03% of portfolio
|
Q2 2025
Reduced 23.11%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,904
shares
|
$393,182
0.0% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
6,886
shares
|
$392,157
0.13% of portfolio
|
Q4 2024
Reduced 17.25%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
6,798
shares
|
$387,146
0.14% of portfolio
|
Q2 2025
Reduced 14.45%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
6,766
shares
|
$385,323
0.02% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
6,700
shares
|
$381,565
0.0% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
6,684
shares
|
$380,653
0.01% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
6,600
shares
|
$375,870
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
6,461
shares
|
$367,953
0.04% of portfolio
|
Q2 2025
Reduced 23.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,387
shares
|
$363,739
0.01% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
6,385
shares
|
$363,625
0.01% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
6,184
shares
|
$352,178
0.04% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,900
shares
|
$336,005
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
5,864
shares
|
$333,954
0.15% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
5,816
shares
|
$331,221
0.01% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
5,814
shares
|
$331,107
0.12% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
5,779
shares
|
$329,114
0.01% of portfolio
|
Q2 2025
Reduced 26.98%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
5,757
shares
|
$327,861
0.08% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,707
shares
|
$325,013
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
5,645
shares
|
$321,482
0.01% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
5,645
shares
|
$321,482
0.01% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
5,520
shares
|
$314,364
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
5,466
shares
|
$311,288
0.02% of portfolio
|
Q4 2023
Reduced 16.96%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
5,390
shares
|
$306,960
0.08% of portfolio
|
Q2 2025
Reduced 11.45%
|