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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
210
shares
|
$11,963
0.0% of portfolio
|
Q4 2024
Reduced 95.62%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
193
shares
|
$10,995
0.01% of portfolio
|
Q1 2022
Added 7.82%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
160
shares
|
$9,115
0.01% of portfolio
|
Q4 2025
Added 18.52%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
130
shares
|
$7,406
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
114
shares
|
$6,494
0.0% of portfolio
|
Q2 2025
Reduced 94.98%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
107
shares
|
$6,095
0.0% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
58
shares
|
$3,304
0.0% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
50
shares
|
$2,848
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
45
shares
|
$2,563
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1
shares
|
$56
0.0% of portfolio
|
Q3 2025
Reduced 99.99%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|