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 |
---|---|---|---|---|---|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
9,192
shares
|
$428,255
0.1% of portfolio
|
Q4 2023
Added 15.7%
|
|
Buttonwood Financial Group, LLC
|
Apr 11, 2024 Q1 2024 |
9,072
shares
|
$422,664
0.25% of portfolio
|
Q1 2024
Added 29.36%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
9,002
shares
|
$419,403
0.02% of portfolio
|
Q1 2024
New holding
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
8,770
shares
|
$408,594
0.0% of portfolio
|
Q1 2024
Reduced 9.7%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,751
shares
|
$407,709
0.01% of portfolio
|
Q1 2021
Reduced 98.81%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,649
shares
|
$402,956
0.02% of portfolio
|
Q3 2023
Reduced 6.55%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
8,509
shares
|
$396,434
0.01% of portfolio
|
Q1 2024
Reduced 10.28%
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 13, 2024 Q1 2024 |
8,400
shares
|
$391,356
0.0% of portfolio
|
Q1 2024
Added 5.0%
|
|
Buck Wealth Strategies, LLC
Denver, CO |
May 03, 2024 Q1 2024 |
8,335
shares
|
$388,327
0.13% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
7,563
shares
|
$352,360
0.0% of portfolio
|
Q1 2024
Reduced 11.71%
|
|
Wbh Advisory Inc
|
Apr 16, 2024 Q1 2024 |
7,351
shares
|
$342,483
0.03% of portfolio
|
Q1 2024
Added 4.24%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 15, 2024 Q1 2024 |
7,272
shares
|
$338,802
0.16% of portfolio
|
Q1 2024
New holding
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 18, 2024 Q4 2023 |
7,251
shares
|
$337,824
0.41% of portfolio
|
Q4 2023
New holding
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
7,192
shares
|
$335,075
0.0% of portfolio
|
Q1 2024
Reduced 49.61%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
6,902
shares
|
$321,564
0.04% of portfolio
|
Q1 2024
Added 1.2%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
6,820
shares
|
$317,743
0.01% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
Monterey Private Wealth, Inc.
|
Apr 09, 2024 Q1 2024 |
6,780
shares
|
$315,880
0.12% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
6,722
shares
|
$313,177
0.01% of portfolio
|
Q4 2023
Added 15.88%
|
|
Tempus Wealth Planning, LLC
|
Apr 19, 2024 Q1 2024 |
6,671
shares
|
$310,801
0.15% of portfolio
|
Q1 2024
Added 11.72%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
6,448
shares
|
$300,412
0.0% of portfolio
|
Q1 2024
Added 2.09%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
6,328
shares
|
$294,821
0.01% of portfolio
|
Q1 2024
Added 1.95%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
6,239
shares
|
$290,675
0.0% of portfolio
|
Q1 2023
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
6,142
shares
|
$286,155
0.0% of portfolio
|
Q1 2024
Reduced 72.21%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
6,092
shares
|
$283,826
0.01% of portfolio
|
Q1 2024
Reduced 9.56%
|
|
Goldstein Advisors, LLC
Madison, WI |
May 13, 2024 Q1 2024 |
6,034
shares
|
$281,124
0.05% of portfolio
|
Q1 2024
Reduced 9.51%
|