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 262 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $967 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,174,807
shares
|
$242 Million
0.08% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,693,042
shares
|
$126 Million
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,188,627
shares
|
$55.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,159,705
shares
|
$54.3 Million
0.02% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
668,871
shares
|
$31.3 Million
1.12% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
609,056
shares
|
$28.5 Million
0.0% of portfolio
|
Q4 2024
Added 28.07%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
515,956
shares
|
$24.1 Million
0.03% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
501,576
shares
|
$23.5 Million
0.29% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
380,706
shares
|
$17.8 Million
0.3% of portfolio
|
Q3 2022
Reduced 3.08%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
369,263
shares
|
$17.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.74%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
338,401
shares
|
$15.8 Million
0.09% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
312,204
shares
|
$14.6 Million
0.03% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
284,021
shares
|
$13.3 Million
0.08% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
283,602
shares
|
$13.3 Million
0.05% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
272,390
shares
|
$12.7 Million
0.84% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
218,923
shares
|
$10.2 Million
0.02% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
214,356
shares
|
$10 Million
5.12% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
183,632
shares
|
$8.59 Million
7.23% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
172,402
shares
|
$8.07 Million
9.99% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
140,407
shares
|
$6.57 Million
0.08% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
130,958
shares
|
$6.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
128,547
shares
|
$6.02 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
124,022
shares
|
$5.8 Million
0.02% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
120,197
shares
|
$5.63 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
116,451
shares
|
$5.45 Million
0.0% of portfolio
|
Q4 2024
Added 27.14%
|