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 224 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $934 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
4,529,536
shares
|
$228 Million
0.07% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,693,042
shares
|
$135 Million
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,359,117
shares
|
$68.3 Million
0.24% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
604,534
shares
|
$30.4 Million
1.06% of portfolio
|
Q2 2024
Added 8.39%
|
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
583,583
shares
|
$29.3 Million
0.36% of portfolio
|
Q2 2024
Added 5.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
563,079
shares
|
$28.3 Million
0.01% of portfolio
|
Q2 2024
Added 23.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
476,310
shares
|
$24 Million
0.0% of portfolio
|
Q2 2024
Added 7.53%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
398,850
shares
|
$20.1 Million
0.03% of portfolio
|
Q2 2024
Added 133.6%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
396,025
shares
|
$19.9 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
380,706
shares
|
$19.1 Million
0.3% of portfolio
|
Q3 2022
Reduced 3.08%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 14, 2024 Q2 2024 |
356,074
shares
|
$17.9 Million
0.03% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
298,169
shares
|
$15 Million
0.09% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
278,458
shares
|
$14 Million
0.05% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
229,763
shares
|
$11.6 Million
0.06% of portfolio
|
Q4 2020
Reduced 99.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
227,186
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
209,451
shares
|
$10.5 Million
5.05% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
202,964
shares
|
$10.2 Million
0.62% of portfolio
|
Q3 2024
Added 23.71%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Jul 31, 2024 Q2 2024 |
200,659
shares
|
$10.1 Million
7.86% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Aug 06, 2024 Q2 2024 |
168,896
shares
|
$8.49 Million
8.42% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
149,462
shares
|
$7.52 Million
0.01% of portfolio
|
Q2 2024
Added 10.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
131,701
shares
|
$6.62 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
126,900
shares
|
$6.38 Million
0.02% of portfolio
|
Q2 2024
Added 26.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
123,735
shares
|
$6.22 Million
0.0% of portfolio
|
Q2 2024
Added 2.66%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
112,101
shares
|
$5.64 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
85,560
shares
|
$4.3 Million
0.83% of portfolio
|
Q3 2024
Added 15.28%
|