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 239 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $962 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,718
shares
|
$395,393
0.0% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
7,663
shares
|
$392,575
0.03% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,540
shares
|
$386,274
0.0% of portfolio
|
Q3 2024
Added 51.8%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
7,500
shares
|
$384,225
0.0% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
7,467
shares
|
$382,534
0.14% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
7,101
shares
|
$363,784
0.01% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
6,956
shares
|
$356,355
0.01% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
6,930
shares
|
$355,023
0.07% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
6,900
shares
|
$353,487
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,884
shares
|
$352,667
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
6,835
shares
|
$350,157
0.11% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
6,823
shares
|
$349,542
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
6,820
shares
|
$349,388
0.01% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
6,786
shares
|
$347,646
0.09% of portfolio
|
Q3 2024
Added 104.46%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
6,781
shares
|
$347,390
0.05% of portfolio
|
Q4 2024
Added 15.15%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
6,657
shares
|
$341,038
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,537
shares
|
$334,890
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
6,324
shares
|
$323,978
0.01% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
6,289
shares
|
$322,185
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
6,204
shares
|
$317,830
0.12% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
5,967
shares
|
$305,689
0.22% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5,957
shares
|
$305,177
0.0% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
5,944
shares
|
$304,511
0.01% of portfolio
|
Q2 2024
Reduced 30.14%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,927
shares
|
$303,640
0.0% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,840
shares
|
$299,183
0.01% of portfolio
|
Q3 2024
Added 6.24%
|