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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15,106
shares
|
$753,487
0.05% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
15,067
shares
|
$751,541
0.05% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
14,744
shares
|
$735,430
0.1% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
14,678
shares
|
$732,138
0.24% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,309
shares
|
$713,732
0.05% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
13,671
shares
|
$681,909
0.04% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
13,657
shares
|
$681,211
0.03% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
13,572
shares
|
$676,971
0.43% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
13,527
shares
|
$674,726
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
13,485
shares
|
$672,631
0.06% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
12,870
shares
|
$641,955
0.11% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
12,658
shares
|
$631,381
0.01% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
12,601
shares
|
$628,537
0.01% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
12,591
shares
|
$628,039
0.0% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
12,384
shares
|
$617,713
0.53% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
12,302
shares
|
$613,623
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
12,235
shares
|
$610,281
0.03% of portfolio
|
Q3 2024
Reduced 25.63%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
12,044
shares
|
$600,754
0.06% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
11,853
shares
|
$591,227
0.01% of portfolio
|
Q3 2024
Reduced 41.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,336
shares
|
$565,439
0.0% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
11,318
shares
|
$564,541
0.0% of portfolio
|
Q3 2024
Reduced 17.45%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,054
shares
|
$551,373
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
10,969
shares
|
$547,133
0.18% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,829
shares
|
$540,150
0.01% of portfolio
|
Q3 2024
Reduced 72.65%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
10,724
shares
|
$534,913
0.01% of portfolio
|
Q3 2024
Added 0.1%
|