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 258 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $989 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
4,804
shares
|
$228,718
0.01% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
4,804
shares
|
$228,718
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,731
shares
|
$225,242
0.05% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
4,667
shares
|
$222,195
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
4,653
shares
|
$221,529
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
4,560
shares
|
$217,101
0.01% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
4,556
shares
|
$216,911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
4,455
shares
|
$212,102
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
4,421
shares
|
$210,483
0.02% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,380
shares
|
$208,531
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,348
shares
|
$207,008
0.01% of portfolio
|
Q4 2024
Added 25.34%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
4,312
shares
|
$205,294
0.06% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,305
shares
|
$204,961
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
4,222
shares
|
$201,009
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,215
shares
|
$200,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,174
shares
|
$198,724
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,044
shares
|
$192,534
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
4,024
shares
|
$191,582
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,892
shares
|
$185,298
0.0% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
3,433
shares
|
$163,445
0.04% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
3,003
shares
|
$142,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,988
shares
|
$142,258
0.0% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
2,790
shares
|
$132,831
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
2,263
shares
|
$107,741
0.01% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
2,250
shares
|
$107,122
0.06% of portfolio
|
Q4 2024
Added 25.0%
|