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 |
---|---|---|---|---|---|
Gould Asset Management LLC
Claremont, CA |
May 03, 2024 Q1 2024 |
42,725
shares
|
$1.99 Million
0.47% of portfolio
|
Q1 2024
Added 28.98%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
42,626
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2024
Added 0.26%
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2024 Q1 2024 |
38,391
shares
|
$1.79 Million
0.17% of portfolio
|
Q1 2024
Added 0.6%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 02, 2024 Q1 2024 |
37,874
shares
|
$1.76 Million
0.4% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
36,722
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2024
Reduced 32.49%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
34,429
shares
|
$1.6 Million
0.01% of portfolio
|
Q1 2024
Added 15.07%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
33,009
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2024
Added 15.52%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
32,883
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Apr 30, 2024 Q1 2024 |
32,623
shares
|
$1.52 Million
0.09% of portfolio
|
Q1 2024
New holding
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
May 02, 2024 Q1 2024 |
32,375
shares
|
$1.51 Million
0.66% of portfolio
|
Q1 2024
Added 17.09%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,971
shares
|
$1.44 Million
0.1% of portfolio
|
Q4 2023
Reduced 7.31%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
30,711
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 17, 2024 Q1 2024 |
29,090
shares
|
$1.36 Million
0.59% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
28,872
shares
|
$1.35 Million
0.09% of portfolio
|
Q1 2024
Added 1.18%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
28,863
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2024
Added 23.4%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
28,405
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2022
Reduced 8.12%
|
|
Austin Private Wealth, LLC
|
Apr 12, 2024 Q1 2024 |
26,878
shares
|
$1.25 Million
0.14% of portfolio
|
Q1 2024
Added 6.04%
|
|
Rkl Wealth Management LLC
|
May 08, 2024 Q1 2024 |
26,573
shares
|
$1.24 Million
0.12% of portfolio
|
Q1 2024
Reduced 7.29%
|
|
Verity Wealth Advisors
|
Apr 04, 2024 Q1 2024 |
26,031
shares
|
$1.21 Million
0.9% of portfolio
|
Q1 2024
Added 12.01%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
25,906
shares
|
$1.21 Million
0.06% of portfolio
|
Q1 2024
Added 4.45%
|
|
Tcwp LLC
Tampa, FL |
May 14, 2024 Q1 2024 |
25,906
shares
|
$1.21 Million
3.15% of portfolio
|
Q1 2024
Added 4.45%
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Apr 16, 2024 Q1 2024 |
25,427
shares
|
$1.18 Million
0.57% of portfolio
|
Q1 2024
Added 63.63%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
24,140
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.14%
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 15, 2024 Q1 2024 |
24,105
shares
|
$1.12 Million
0.46% of portfolio
|
Q1 2024
Reduced 5.19%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
23,795
shares
|
$1.11 Million
0.11% of portfolio
|
Q1 2024
Reduced 16.19%
|