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 256 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
5,079,847
shares
|
$257 Million
0.08% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,693,042
shares
|
$136 Million
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
1,507,637
shares
|
$76.3 Million
0.27% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,048,166
shares
|
$53 Million
0.02% of portfolio
|
Q4 2024
Added 78.84%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
649,148
shares
|
$32.8 Million
1.17% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
609,056
shares
|
$30.8 Million
0.0% of portfolio
|
Q4 2024
Added 28.07%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
515,956
shares
|
$26.1 Million
0.03% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
465,904
shares
|
$23.6 Million
0.03% of portfolio
|
Q4 2024
Added 23.5%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
463,821
shares
|
$23.5 Million
0.24% of portfolio
|
Q4 2024
Added 17.12%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
380,706
shares
|
$19.3 Million
0.3% of portfolio
|
Q3 2022
Reduced 3.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
338,401
shares
|
$17.1 Million
0.09% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
332,968
shares
|
$16.8 Million
1.06% of portfolio
|
Q4 2024
Added 64.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
283,602
shares
|
$14.4 Million
0.05% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
277,383
shares
|
$14 Million
0.03% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
277,362
shares
|
$14 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
218,923
shares
|
$11.1 Million
0.02% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
214,356
shares
|
$10.8 Million
5.12% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
183,632
shares
|
$9.29 Million
7.23% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
178,758
shares
|
$9.05 Million
9.62% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
140,407
shares
|
$7.1 Million
0.08% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
130,958
shares
|
$6.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
128,547
shares
|
$6.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
120,212
shares
|
$6.08 Million
0.9% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
119,064
shares
|
$6.02 Million
0.02% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
116,451
shares
|
$5.89 Million
0.0% of portfolio
|
Q4 2024
Added 27.14%
|