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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
28,405
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2022
Reduced 8.12%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
28,165
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
27,815
shares
|
$1.58 Million
0.13% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
27,604
shares
|
$1.57 Million
0.67% of portfolio
|
Q4 2025
Added 17.81%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
26,031
shares
|
$1.48 Million
0.93% of portfolio
|
Q1 2024
Added 12.01%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
25,205
shares
|
$1.44 Million
1.43% of portfolio
|
Q3 2025
Added 107.41%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
24,862
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
Added 33.75%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
24,736
shares
|
$1.41 Million
1.04% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
24,547
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
23,859
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2025
Reduced 23.88%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
23,622
shares
|
$1.35 Million
0.57% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
22,657
shares
|
$1.29 Million
0.08% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
22,634
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
22,537
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2025
Reduced 2.28%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
21,575
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
21,489
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
21,328
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2025
Reduced 4.85%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
21,303
shares
|
$1.21 Million
0.34% of portfolio
|
Q4 2025
Reduced 26.79%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,275
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 50.4%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
20,708
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 84.14%
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
20,470
shares
|
$1.17 Million
0.1% of portfolio
|
Q4 2025
Reduced 2.79%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 12, 2026 Q4 2025 |
20,470
shares
|
$1.17 Million
0.72% of portfolio
|
Q4 2025
Reduced 0.68%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
20,315
shares
|
$1.16 Million
0.39% of portfolio
|
Q3 2025
Reduced 26.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
20,045
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
19,684
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.43%
|
|