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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
3,930
shares
|
$223,892
0.02% of portfolio
|
Q4 2025
Reduced 15.76%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
3,930
shares
|
$223,892
0.04% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
3,888
shares
|
$221,499
0.01% of portfolio
|
Q4 2025
Added 3.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,830
shares
|
$218,195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
3,800
shares
|
$216,486
0.01% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
3,745
shares
|
$213,352
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
3,728
shares
|
$212,384
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
3,668
shares
|
$208,965
0.03% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 13, 2026 Q4 2025 |
3,589
shares
|
$204,465
0.16% of portfolio
|
Q4 2025
Reduced 41.09%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
3,569
shares
|
$203,325
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
3,511
shares
|
$200,021
0.01% of portfolio
|
Q3 2025
Reduced 16.8%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
3,167
shares
|
$180,423
0.03% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
3,151
shares
|
$179,512
0.04% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,115
shares
|
$177,461
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,030
shares
|
$172,619
0.0% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,030
shares
|
$172,619
0.0% of portfolio
|
Q3 2025
Reduced 24.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,988
shares
|
$170,226
0.0% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,576
shares
|
$146,754
0.0% of portfolio
|
Q3 2025
Reduced 24.19%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
2,250
shares
|
$128,182
0.06% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,193
shares
|
$124,935
0.01% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,108
shares
|
$120,092
0.0% of portfolio
|
Q3 2025
Reduced 23.9%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,910
shares
|
$108,812
0.03% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,898
shares
|
$108,129
0.04% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,851
shares
|
$105,451
0.02% of portfolio
|
Q2 2024
Added 4.4%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,767
shares
|
$100,665
0.01% of portfolio
|
Q3 2025
Reduced 4.8%
|
|