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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
5,466
shares
|
$272,644
0.02% of portfolio
|
Q4 2023
Reduced 16.96%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
5,435
shares
|
$271,097
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,366
shares
|
$267,656
0.1% of portfolio
|
Q3 2024
Added 15.82%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
5,322
shares
|
$265,461
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,148
shares
|
$256,782
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,069
shares
|
$252,841
0.02% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,977
shares
|
$248,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,911
shares
|
$244,960
0.0% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
4,900
shares
|
$244,412
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
4,811
shares
|
$239,972
0.01% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
4,798
shares
|
$239,324
0.05% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,731
shares
|
$235,982
0.05% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
4,653
shares
|
$232,091
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
4,576
shares
|
$228,250
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
4,560
shares
|
$227,452
0.01% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
4,455
shares
|
$222,215
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
4,365
shares
|
$217,726
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,356
shares
|
$217,277
0.02% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
4,344
shares
|
$216,678
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
4,310
shares
|
$214,982
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,174
shares
|
$208,199
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
3,675
shares
|
$183,309
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,652
shares
|
$182,161
0.0% of portfolio
|
Q2 2024
Added 6.38%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,469
shares
|
$173,033
0.01% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,922
shares
|
$145,749
0.0% of portfolio
|
Q4 2023
New holding
|