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 234 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 $927 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,703
shares
|
$2.23 Million
0.12% of portfolio
|
Q4 2023
Reduced 7.64%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
43,897
shares
|
$2.19 Million
0.1% of portfolio
|
Q3 2022
Reduced 19.9%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
42,725
shares
|
$2.13 Million
0.45% of portfolio
|
Q1 2024
Added 28.98%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
40,600
shares
|
$2.03 Million
0.18% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
39,484
shares
|
$1.97 Million
0.38% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
37,891
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
37,829
shares
|
$1.89 Million
0.35% of portfolio
|
Q3 2024
Added 135.81%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
37,677
shares
|
$1.88 Million
0.43% of portfolio
|
Q3 2024
Added 81.53%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
36,329
shares
|
$1.81 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
32,609
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
31,258
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
31,013
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,971
shares
|
$1.54 Million
0.1% of portfolio
|
Q4 2023
Reduced 7.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
30,332
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
29,945
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 74.09%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
29,185
shares
|
$1.46 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
28,722
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
28,405
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2022
Reduced 8.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
28,344
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
27,617
shares
|
$1.38 Million
0.13% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
27,057
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
26,697
shares
|
$1.33 Million
0.12% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
26,031
shares
|
$1.3 Million
0.9% of portfolio
|
Q1 2024
Added 12.01%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
24,969
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
24,811
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2024
Added 6.43%
|