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 282 institutions that hold shares in the stock, with a total of 18.8 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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
3,730,985
shares
|
$208 Million
0.06% of portfolio
|
Q2 2025
Reduced 27.9%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,693,042
shares
|
$150 Million
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,041,135
shares
|
$58 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
770,227
shares
|
$42.9 Million
0.17% of portfolio
|
Q2 2025
Reduced 35.2%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
715,184
shares
|
$39.9 Million
0.05% of portfolio
|
Q2 2025
Added 14.97%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
673,120
shares
|
$37.5 Million
1.22% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
624,564
shares
|
$34.8 Million
0.0% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
402,982
shares
|
$22.5 Million
0.03% of portfolio
|
Q2 2025
Added 751.03%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
392,790
shares
|
$21.9 Million
0.19% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
380,706
shares
|
$21.2 Million
0.3% of portfolio
|
Q3 2022
Reduced 3.08%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
363,806
shares
|
$20.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
348,443
shares
|
$19.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
283,077
shares
|
$15.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
280,739
shares
|
$15.6 Million
0.92% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
239,475
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
222,581
shares
|
$12.4 Million
4.95% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
221,136
shares
|
$12.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 24.59%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
172,402
shares
|
$9.61 Million
9.99% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
125,041
shares
|
$6.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
117,136
shares
|
$6.53 Million
4.96% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
116,126
shares
|
$6.47 Million
0.0% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
112,976
shares
|
$6.3 Million
1.11% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
111,095
shares
|
$6.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
109,851
shares
|
$6.12 Million
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
108,942
shares
|
$6.07 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.44%
|