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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
5,240
shares
|
$281,335
0.01% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
5,215
shares
|
$279,993
0.0% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
5,087
shares
|
$273,121
0.01% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,028
shares
|
$269,953
0.1% of portfolio
|
Q2 2025
Reduced 38.72%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,014
shares
|
$269,201
0.03% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
4,982
shares
|
$267,483
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
4,904
shares
|
$263,295
0.12% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
4,831
shares
|
$259,376
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,731
shares
|
$254,007
0.05% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,641
shares
|
$249,175
0.01% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
4,574
shares
|
$245,578
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,572
shares
|
$245,470
0.06% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
4,455
shares
|
$239,188
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,419
shares
|
$237,256
0.0% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,326
shares
|
$232,262
0.0% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
4,325
shares
|
$232,209
0.02% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,174
shares
|
$224,102
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
4,111
shares
|
$220,719
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,111
shares
|
$220,719
0.0% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
3,988
shares
|
$214,115
0.01% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
3,832
shares
|
$205,740
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
3,799
shares
|
$203,968
0.01% of portfolio
|
Q2 2025
Reduced 28.64%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
3,433
shares
|
$184,317
0.04% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,291
shares
|
$176,693
0.03% of portfolio
|
Q1 2025
Reduced 60.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,988
shares
|
$160,425
0.0% of portfolio
|
Q4 2024
Added 2.26%
|