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 |
---|---|---|---|---|---|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
100,051
shares
|
$4.66 Million
0.01% of portfolio
|
Q1 2024
Added 123.33%
|
|
Optas, LLC
|
Apr 17, 2024 Q1 2024 |
79,580
shares
|
$3.71 Million
0.99% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
Fiera Capital Corp
Montreal, A8 |
May 01, 2024 Q1 2024 |
77,500
shares
|
$3.61 Million
0.01% of portfolio
|
Q1 2024
Added 24.15%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
75,064
shares
|
$3.5 Million
0.01% of portfolio
|
Q1 2024
Added 27.54%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
74,775
shares
|
$3.48 Million
0.01% of portfolio
|
Q1 2024
Added 7.75%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
74,132
shares
|
$3.45 Million
0.0% of portfolio
|
Q1 2024
Added 91.56%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
70,525
shares
|
$3.29 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
Gen Wealth Group, Inc.
|
Apr 11, 2024 Q1 2024 |
68,433
shares
|
$3.19 Million
0.78% of portfolio
|
Q1 2024
Reduced 4.23%
|
|
Horst & Graben Wealth Management LLC
|
Apr 22, 2024 Q1 2024 |
67,685
shares
|
$3.15 Million
0.64% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
Accredited Investors Inc.
|
May 14, 2024 Q1 2024 |
63,942
shares
|
$2.98 Million
0.19% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
63,840
shares
|
$2.97 Million
0.0% of portfolio
|
Q1 2024
Reduced 38.81%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 23, 2024 Q1 2024 |
63,317
shares
|
$2.95 Million
0.65% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
61,548
shares
|
$2.87 Million
0.01% of portfolio
|
Q1 2024
Reduced 84.8%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 08, 2024 Q1 2024 |
60,866
shares
|
$2.84 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
Crestone Asset Management LLC
|
Apr 26, 2024 Q1 2024 |
60,109
shares
|
$2.8 Million
0.55% of portfolio
|
Q1 2024
Added 4.06%
|
|
Sharkey, Howes & Javer
|
Apr 18, 2024 Q1 2024 |
58,250
shares
|
$2.71 Million
0.45% of portfolio
|
Q1 2024
Reduced 8.48%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
56,914
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.68%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
56,538
shares
|
$2.63 Million
0.03% of portfolio
|
Q1 2024
Added 1.39%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
52,856
shares
|
$2.46 Million
0.04% of portfolio
|
Q1 2024
Added 0.75%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
48,818
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2024
Added 3.45%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
47,201
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
47,128
shares
|
$2.2 Million
0.01% of portfolio
|
Q1 2024
Added 19.14%
|
|
Atwater Malick LLC
|
Apr 16, 2024 Q1 2024 |
46,721
shares
|
$2.18 Million
0.74% of portfolio
|
Q1 2024
Added 27.71%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,703
shares
|
$2.08 Million
0.12% of portfolio
|
Q4 2023
Reduced 7.64%
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
43,897
shares
|
$2.05 Million
0.1% of portfolio
|
Q3 2022
Reduced 19.9%
|