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 232 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $952 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,978
shares
|
$101,313
0.01% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,876
shares
|
$96,088
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,851
shares
|
$94,808
0.02% of portfolio
|
Q2 2024
Added 4.4%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
1,800
shares
|
$92,196
0.04% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,752
shares
|
$89,737
0.0% of portfolio
|
Q3 2024
Added 146.07%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,711
shares
|
$87,637
0.02% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,485
shares
|
$76,061
0.01% of portfolio
|
Q1 2024
Added 6.76%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,433
shares
|
$73,398
0.01% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,414
shares
|
$72,425
0.0% of portfolio
|
Q3 2024
Added 53.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,265
shares
|
$64,793
0.0% of portfolio
|
Q3 2024
Reduced 38.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,074
shares
|
$55,010
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
954
shares
|
$48,863
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
920
shares
|
$47,122
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
825
shares
|
$42,256
0.0% of portfolio
|
Q2 2024
Added 5.77%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
754
shares
|
$38,619
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
724
shares
|
$37,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
662
shares
|
$33,907
0.0% of portfolio
|
Q3 2024
Added 308.64%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
570
shares
|
$29,195
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
526
shares
|
$26,941
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
483
shares
|
$24,739
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
422
shares
|
$21,614
0.01% of portfolio
|
Q2 2024
Added 3.69%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
280
shares
|
$14,341
0.01% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
225
shares
|
$11,524
0.03% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
216
shares
|
$11,063
0.0% of portfolio
|
Q2 2024
Reduced 23.94%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
193
shares
|
$9,885
0.01% of portfolio
|
Q1 2022
Added 7.82%
|