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 |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
5,105
shares
|
$290,831
0.01% of portfolio
|
Q4 2025
Reduced 20.64%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
5,040
shares
|
$287,128
0.01% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,028
shares
|
$286,445
0.1% of portfolio
|
Q2 2025
Reduced 38.72%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
4,929
shares
|
$280,805
0.01% of portfolio
|
Q4 2025
Added 10.0%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 21, 2026 Q4 2025 |
4,911
shares
|
$279,779
0.1% of portfolio
|
Q4 2025
Added 5.84%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
4,872
shares
|
$277,557
0.01% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
4,831
shares
|
$275,222
0.09% of portfolio
|
Q3 2025
Reduced 28.93%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,731
shares
|
$269,525
0.05% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,592
shares
|
$261,606
0.0% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,572
shares
|
$260,466
0.06% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
4,482
shares
|
$255,339
0.01% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
4,481
shares
|
$255,282
0.01% of portfolio
|
Q3 2025
Reduced 20.62%
|
|
|
Northern Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
4,455
shares
|
$253,801
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
4,453
shares
|
$253,687
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
4,391
shares
|
$250,155
0.01% of portfolio
|
Q3 2025
Reduced 35.1%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,373
shares
|
$249,129
0.0% of portfolio
|
Q3 2025
Added 16.99%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
4,177
shares
|
$237,963
0.09% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,174
shares
|
$237,792
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
4,131
shares
|
$235,343
0.07% of portfolio
|
Q3 2025
Reduced 52.62%
|
|
|
Jb Capital LLC
|
Jan 20, 2026 Q4 2025 |
4,100
shares
|
$233,577
0.01% of portfolio
|
Q4 2025
Added 7.16%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
4,086
shares
|
$232,779
0.04% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
4,073
shares
|
$232,038
0.04% of portfolio
|
Q4 2025
Reduced 5.98%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
3,988
shares
|
$227,196
0.01% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2026 Q4 2025 |
3,967
shares
|
$225,999
0.17% of portfolio
|
Q4 2025
Added 2.48%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
3,931
shares
|
$223,949
0.15% of portfolio
|
Q4 2025
Reduced 10.92%
|
|