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 258 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 $995 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,089
shares
|
$100,042
0.0% of portfolio
|
Q4 2024
Added 19.24%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,980
shares
|
$94,822
0.03% of portfolio
|
Q4 2024
Added 247.37%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,878
shares
|
$89,937
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,851
shares
|
$88,644
0.02% of portfolio
|
Q2 2024
Added 4.4%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,847
shares
|
$88,452
0.01% of portfolio
|
Q4 2024
Added 28.89%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,711
shares
|
$81,939
0.02% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,704
shares
|
$81,604
0.01% of portfolio
|
Q4 2024
Added 14.75%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,695
shares
|
$81,173
0.0% of portfolio
|
Q4 2024
Added 33.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,086
shares
|
$52,008
0.0% of portfolio
|
Q4 2024
Reduced 23.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,074
shares
|
$51,433
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,025
shares
|
$49,087
0.01% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
866
shares
|
$41,472
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
821
shares
|
$39,317
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
794
shares
|
$38,024
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
713
shares
|
$34,145
0.0% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
667
shares
|
$31,942
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
662
shares
|
$31,703
0.0% of portfolio
|
Q3 2024
Added 308.64%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
526
shares
|
$25,190
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
478
shares
|
$22,891
0.01% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
372
shares
|
$17,815
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
340
shares
|
$16,282
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
281
shares
|
$13,457
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
277
shares
|
$13,265
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
216
shares
|
$10,344
0.0% of portfolio
|
Q2 2024
Reduced 23.94%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
210
shares
|
$10,056
0.0% of portfolio
|
Q4 2024
Reduced 95.62%
|