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 286 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $949 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,697,218
shares
|
$154 Million
0.05% of portfolio
|
Q3 2025
Reduced 27.71%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,693,042
shares
|
$153 Million
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
882,334
shares
|
$50.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.25%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
775,582
shares
|
$44.2 Million
0.05% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
670,255
shares
|
$38.2 Million
1.18% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
525,332
shares
|
$29.9 Million
0.13% of portfolio
|
Q3 2025
Reduced 31.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
499,440
shares
|
$28.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.03%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
380,706
shares
|
$21.7 Million
0.3% of portfolio
|
Q3 2022
Reduced 3.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
361,912
shares
|
$20.6 Million
0.09% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
354,596
shares
|
$20.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
305,490
shares
|
$17.4 Million
0.15% of portfolio
|
Q4 2025
Added 1.66%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
292,208
shares
|
$16.6 Million
0.08% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
241,676
shares
|
$13.8 Million
4.78% of portfolio
|
Q4 2025
Added 1.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
218,487
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
160,940
shares
|
$9.17 Million
0.52% of portfolio
|
Q3 2025
Reduced 42.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
149,545
shares
|
$8.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
148,528
shares
|
$8.46 Million
0.02% of portfolio
|
Q3 2025
Reduced 32.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
120,866
shares
|
$6.89 Million
0.0% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
119,066
shares
|
$6.78 Million
1.12% of portfolio
|
Q4 2025
Added 3.38%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
111,649
shares
|
$6.36 Million
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
108,174
shares
|
$6.16 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
107,818
shares
|
$6.14 Million
4.52% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
107,055
shares
|
$6.1 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
104,620
shares
|
$5.96 Million
0.0% of portfolio
|
Q3 2025
Added 318.01%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Jan 23, 2026 Q4 2025 |
95,787
shares
|
$5.46 Million
3.73% of portfolio
|
Q4 2025
Reduced 9.84%
|
|