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 |
---|---|---|---|---|---|
Comerica Bank
|
May 15, 2024 Q1 2024 |
3,433
shares
|
$159,943
0.0% of portfolio
|
Q1 2024
Reduced 6.86%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
3,327
shares
|
$155,004
0.01% of portfolio
|
Q1 2024
Reduced 7.33%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
2,922
shares
|
$136,135
0.0% of portfolio
|
Q4 2023
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
2,311
shares
|
$107,669
0.02% of portfolio
|
Q1 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
2,110
shares
|
$98,304
0.01% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
May 14, 2024 Q1 2024 |
1,920
shares
|
$89,452
0.02% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
1,912
shares
|
$89,080
0.01% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
1,773
shares
|
$82,604
0.02% of portfolio
|
Q1 2024
Added 4.73%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
1,771
shares
|
$82,510
0.02% of portfolio
|
Q1 2024
Added 1.14%
|
|
Raelipskie Partnership
Waterloo, A6 |
May 23, 2024 Q1 2024 |
1,675
shares
|
$78,038
0.04% of portfolio
|
Q4 2023
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
1,485
shares
|
$69,186
0.01% of portfolio
|
Q1 2024
Added 6.76%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,400
shares
|
$65,226
0.0% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,113
shares
|
$51,854
0.01% of portfolio
|
Q1 2023
New holding
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,042
shares
|
$48,546
0.0% of portfolio
|
Q1 2023
Reduced 20.92%
|
|
Hanson & Doremus Investment Management
|
Apr 22, 2024 Q1 2024 |
960
shares
|
$44,726
0.01% of portfolio
|
Q1 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
780
shares
|
$36,340
0.0% of portfolio
|
Q4 2023
New holding
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
570
shares
|
$26,556
0.01% of portfolio
|
Q2 2023
New holding
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
562
shares
|
$26,183
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cva Family Office, LLC
|
Apr 10, 2024 Q1 2024 |
526
shares
|
$24,506
0.0% of portfolio
|
Q4 2023
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
407
shares
|
$18,962
0.01% of portfolio
|
Q1 2024
Added 2.78%
|
|
Aspire Private Capital, LLC
|
Apr 18, 2024 Q1 2024 |
378
shares
|
$17,611
0.0% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
Morton Brown Family Wealth, LLC
|
Apr 23, 2024 Q1 2024 |
284
shares
|
$13,231
0.0% of portfolio
|
Q4 2023
Added 11.81%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
May 22, 2024 Q1 2024 |
238
shares
|
$11,088
0.01% of portfolio
|
Q4 2023
Added 0.85%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 02, 2024 Q1 2024 |
224
shares
|
$10,436
0.01% of portfolio
|
Q4 2023
Added 0.9%
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
193
shares
|
$8,991
0.01% of portfolio
|
Q1 2022
Added 7.82%
|