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 |
---|---|---|---|---|---|
Ma Private Wealth
|
Apr 30, 2024 Q1 2024 |
23,399
shares
|
$1.09 Million
0.21% of portfolio
|
Q4 2023
Reduced 5.48%
|
|
Diversified Trust CO
|
Apr 18, 2024 Q1 2024 |
23,311
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.62%
|
|
Wealth Alliance
Mellville, NY |
May 10, 2024 Q1 2024 |
23,044
shares
|
$1.07 Million
0.14% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
22,589
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2024
Added 39.79%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
20,424
shares
|
$951,554
0.03% of portfolio
|
Q1 2024
Reduced 5.53%
|
|
Clarius Group, LLC
Seattle, WA |
Apr 17, 2024 Q1 2024 |
20,343
shares
|
$947,780
0.06% of portfolio
|
Q1 2024
Added 0.01%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
19,972
shares
|
$930,495
0.06% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Mount Yale Investment Advisors, LLC
|
May 15, 2024 Q1 2024 |
19,214
shares
|
$895,180
0.07% of portfolio
|
Q1 2024
Added 0.41%
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2024 Q1 2024 |
18,917
shares
|
$881,343
0.7% of portfolio
|
Q1 2024
Added 7.48%
|
|
F
|
Apr 23, 2024 Q1 2024 |
18,917
shares
|
$881,343
0.78% of portfolio
|
Q1 2024
Added 7.48%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
18,568
shares
|
$865,083
0.14% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
18,421
shares
|
$858,234
0.02% of portfolio
|
Q1 2024
Added 67.49%
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
18,302
shares
|
$852,690
0.01% of portfolio
|
Q1 2024
Added 11.12%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
17,823
shares
|
$830,373
0.01% of portfolio
|
Q1 2024
Added 10.08%
|
|
Wrapmanager Inc
|
May 09, 2024 Q1 2024 |
17,783
shares
|
$828,509
0.23% of portfolio
|
Q1 2024
Added 7.14%
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
May 14, 2024 Q1 2024 |
16,362
shares
|
$762,305
0.3% of portfolio
|
Q1 2024
Added 1.06%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
16,273
shares
|
$758,159
0.0% of portfolio
|
Q1 2024
Added 21.85%
|
|
Jmg Financial Group, Ltd.
|
Apr 30, 2024 Q1 2024 |
16,116
shares
|
$750,844
0.03% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
Keystone Financial Services
|
Jun 13, 2024 Q1 2024 |
16,080
shares
|
$749,167
0.32% of portfolio
|
Q1 2024
Added 1.13%
|
|
Financial Advisors, LLC
Andover, MA |
May 03, 2024 Q1 2024 |
16,042
shares
|
$747,396
0.15% of portfolio
|
Q4 2023
Added 0.98%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
15,849
shares
|
$738,404
0.04% of portfolio
|
Q1 2024
Added 0.97%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
15,756
shares
|
$734,072
0.05% of portfolio
|
Q1 2024
Reduced 5.47%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
15,474
shares
|
$720,933
0.11% of portfolio
|
Q1 2024
Reduced 6.7%
|
|
Van Hulzen Asset Management, LLC
|
May 06, 2024 Q1 2024 |
15,448
shares
|
$719,722
0.05% of portfolio
|
Q1 2024
Reduced 16.69%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
15,098
shares
|
$703,415
0.0% of portfolio
|
Q1 2024
Added 25.08%
|