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 |
|---|---|---|---|---|---|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
6,604
shares
|
$376,229
0.12% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,601
shares
|
$376,058
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
6,385
shares
|
$363,753
0.01% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jan 22, 2026 Q4 2025 |
6,331
shares
|
$360,677
0.08% of portfolio
|
Q3 2025
Reduced 34.41%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,329
shares
|
$360,563
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
6,131
shares
|
$349,283
0.04% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 20, 2026 Q4 2025 |
6,006
shares
|
$342,161
0.11% of portfolio
|
Q4 2025
Added 3.07%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 16, 2026 Q4 2025 |
5,920
shares
|
$337,262
0.35% of portfolio
|
Q4 2025
Reduced 52.8%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
5,900
shares
|
$336,123
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
5,753
shares
|
$327,748
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
5,752
shares
|
$327,691
0.08% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
5,532
shares
|
$315,158
0.04% of portfolio
|
Q3 2025
Reduced 14.38%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
5,490
shares
|
$312,765
0.1% of portfolio
|
Q3 2025
Reduced 20.27%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
5,466
shares
|
$311,398
0.02% of portfolio
|
Q4 2023
Reduced 16.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,465
shares
|
$311,341
0.01% of portfolio
|
Q3 2025
Reduced 14.44%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
5,394
shares
|
$307,296
0.01% of portfolio
|
Q4 2025
Reduced 11.18%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
5,322
shares
|
$303,194
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Northland Securities, Inc.
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
5,256
shares
|
$299,434
0.29% of portfolio
|
Q4 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
5,222
shares
|
$297,497
0.01% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,215
shares
|
$297,098
0.0% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
5,198
shares
|
$296,130
0.04% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,195
shares
|
$295,959
0.01% of portfolio
|
Q3 2025
Reduced 22.28%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
5,151
shares
|
$293,452
0.06% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
5,149
shares
|
$293,338
0.0% of portfolio
|
Q3 2025
Reduced 76.74%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
5,117
shares
|
$291,515
0.02% of portfolio
|
Q3 2025
Reduced 28.05%
|
|