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 245 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $957 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
91,590
shares
|
$4.61 Million
0.0% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
91,316
shares
|
$4.6 Million
0.01% of portfolio
|
Q3 2024
Added 14.04%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
90,866
shares
|
$4.58 Million
0.92% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
90,456
shares
|
$4.56 Million
0.01% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
90,422
shares
|
$4.56 Million
0.06% of portfolio
|
Q3 2024
Added 70.93%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
82,443
shares
|
$4.15 Million
0.9% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
78,836
shares
|
$3.97 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
77,700
shares
|
$3.91 Million
0.0% of portfolio
|
Q3 2024
Added 22.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
75,729
shares
|
$3.82 Million
0.0% of portfolio
|
Q3 2024
Added 21.0%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
75,155
shares
|
$3.79 Million
0.69% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
71,854
shares
|
$3.62 Million
0.04% of portfolio
|
Q3 2024
Added 24.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
71,672
shares
|
$3.61 Million
0.01% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
71,416
shares
|
$3.6 Million
0.74% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
70,241
shares
|
$3.54 Million
0.21% of portfolio
|
Q3 2024
Reduced 70.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
69,351
shares
|
$3.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
68,225
shares
|
$3.44 Million
1.14% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
66,482
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
65,484
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
63,307
shares
|
$3.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
62,437
shares
|
$3.15 Million
0.71% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
59,493
shares
|
$3 Million
0.44% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
58,805
shares
|
$2.96 Million
0.03% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
50,579
shares
|
$2.55 Million
0.02% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
49,115
shares
|
$2.47 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
46,949
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Added 14.76%
|