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 |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
45,005
shares
|
$2.56 Million
0.46% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
44,826
shares
|
$2.55 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,703
shares
|
$2.55 Million
0.12% of portfolio
|
Q4 2023
Reduced 7.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
44,499
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2025
Added 44.94%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
44,000
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
43,897
shares
|
$2.5 Million
0.1% of portfolio
|
Q3 2022
Reduced 19.9%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
43,216
shares
|
$2.46 Million
0.43% of portfolio
|
Q3 2025
Reduced 23.36%
|
|
|
Highland Financial Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
43,052
shares
|
$2.45 Million
0.69% of portfolio
|
Q4 2025
Reduced 2.83%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
42,725
shares
|
$2.43 Million
0.46% of portfolio
|
Q1 2024
Added 28.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
39,998
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
39,412
shares
|
$2.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
39,306
shares
|
$2.24 Million
0.03% of portfolio
|
Q4 2025
Added 2.01%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
38,951
shares
|
$2.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 32.53%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
38,924
shares
|
$2.22 Million
0.32% of portfolio
|
Q4 2025
Added 2.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
38,715
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
35,077
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
34,920
shares
|
$1.99 Million
0.67% of portfolio
|
Q4 2025
Reduced 2.33%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
34,446
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
34,105
shares
|
$1.94 Million
0.34% of portfolio
|
Q3 2025
Reduced 59.99%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
32,556
shares
|
$1.85 Million
0.04% of portfolio
|
Q4 2025
Added 7.94%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
32,375
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,971
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2023
Reduced 7.31%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
30,757
shares
|
$1.75 Million
0.09% of portfolio
|
Q4 2025
Added 1.32%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
29,980
shares
|
$1.71 Million
0.73% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
29,150
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2025
Added 16.82%
|
|