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 |
|---|---|---|---|---|---|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
23,623
shares
|
$1.18 Million
0.22% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
23,595
shares
|
$1.18 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
22,467
shares
|
$1.12 Million
0.4% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
22,400
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
22,262
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
21,887
shares
|
$1.09 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
20,485
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2024
Added 29.29%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
20,348
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,211
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
20,006
shares
|
$997,899
0.81% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
19,746
shares
|
$984,930
0.01% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
19,601
shares
|
$977,697
0.04% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
18,911
shares
|
$943,280
0.03% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
18,168
shares
|
$906,219
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
18,168
shares
|
$906,219
0.73% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
17,742
shares
|
$884,970
0.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
17,416
shares
|
$868,710
0.58% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
17,011
shares
|
$848,508
0.33% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
16,544
shares
|
$825,214
0.01% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
16,394
shares
|
$817,732
0.21% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
16,233
shares
|
$809,702
0.03% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
15,866
shares
|
$791,396
0.2% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,812
shares
|
$788,702
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
15,626
shares
|
$779,424
0.0% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
15,161
shares
|
$756,230
0.37% of portfolio
|
Q2 2024
New holding
|