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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
5,329
shares
|
$303,486
0.06% of portfolio
|
Q2 2025
Reduced 27.96%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,322
shares
|
$303,087
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
5,300
shares
|
$301,835
0.04% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
5,293
shares
|
$301,436
0.01% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
5,282
shares
|
$300,809
0.21% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
5,240
shares
|
$298,418
0.01% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
5,216
shares
|
$297,051
0.0% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
5,215
shares
|
$296,994
0.0% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,028
shares
|
$286,344
0.1% of portfolio
|
Q2 2025
Reduced 38.72%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,014
shares
|
$285,547
0.03% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
4,976
shares
|
$283,383
0.01% of portfolio
|
Q2 2025
Reduced 25.76%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
4,920
shares
|
$280,194
0.07% of portfolio
|
Q2 2025
Reduced 43.1%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
4,904
shares
|
$279,282
0.1% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,731
shares
|
$269,430
0.05% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
4,592
shares
|
$261,514
0.01% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,592
shares
|
$261,514
0.01% of portfolio
|
Q2 2025
Reduced 57.56%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,584
shares
|
$261,058
0.02% of portfolio
|
Q2 2025
Reduced 24.17%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,572
shares
|
$260,375
0.06% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
4,485
shares
|
$255,420
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,455
shares
|
$253,712
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,270
shares
|
$243,176
0.01% of portfolio
|
Q2 2025
Reduced 29.76%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
4,220
shares
|
$240,329
0.04% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,174
shares
|
$237,709
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
4,049
shares
|
$230,590
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
4,041
shares
|
$230,134
0.05% of portfolio
|
Q2 2025
New holding
|