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 206 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $822 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
4,495,894
shares
|
$209 Million
0.08% of portfolio
|
Q1 2024
Added 0.84%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
2,680,493
shares
|
$125 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.5%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
1,352,004
shares
|
$63 Million
0.24% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
May 10, 2024 Q1 2024 |
557,761
shares
|
$26 Million
0.92% of portfolio
|
Q1 2024
Added 9.93%
|
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
554,682
shares
|
$25.8 Million
0.34% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
456,529
shares
|
$21.3 Million
0.01% of portfolio
|
Q1 2024
Added 15.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
442,969
shares
|
$20.6 Million
0.0% of portfolio
|
Q1 2024
Added 8.98%
|
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
390,944
shares
|
$18.2 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
380,706
shares
|
$17.7 Million
0.3% of portfolio
|
Q3 2022
Reduced 3.08%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 10, 2024 Q1 2024 |
335,140
shares
|
$15.6 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
295,580
shares
|
$13.8 Million
0.06% of portfolio
|
Q1 2024
Added 4.34%
|
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
288,907
shares
|
$13.5 Million
0.09% of portfolio
|
Q1 2024
Added 3.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
230,206
shares
|
$10.7 Million
0.03% of portfolio
|
Q1 2024
Added 70.04%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 13, 2024 Q1 2024 |
193,708
shares
|
$9.02 Million
7.46% of portfolio
|
Q1 2024
Added 272.45%
|
|
|
Financial Connections Group, Inc.
|
May 03, 2024 Q1 2024 |
184,313
shares
|
$8.59 Million
9.34% of portfolio
|
Q1 2024
Added 2.79%
|
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
170,743
shares
|
$7.95 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Apr 22, 2024 Q1 2024 |
166,852
shares
|
$7.77 Million
6.18% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Spinnaker Trust
|
May 06, 2024 Q1 2024 |
163,831
shares
|
$7.63 Million
0.48% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
135,131
shares
|
$6.29 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
133,102
shares
|
$6.2 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
131,866
shares
|
$6.14 Million
0.07% of portfolio
|
Q1 2024
Added 8.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
120,531
shares
|
$5.61 Million
0.0% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
116,743
shares
|
$5.44 Million
0.93% of portfolio
|
Q1 2024
Added 5.59%
|
|
|
Retirement Capital Strategies
|
May 13, 2024 Q1 2024 |
111,966
shares
|
$5.22 Million
2.07% of portfolio
|
Q1 2024
Added 974.32%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2024 Q1 2024 |
104,300
shares
|
$4.86 Million
1.01% of portfolio
|
Q1 2024
Reduced 1.51%
|
|