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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
82,223
shares
|
$4.13 Million
0.0% of portfolio
|
Q2 2024
Added 10.91%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
80,821
shares
|
$4.06 Million
0.92% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
80,075
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2024
Added 7.09%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
79,833
shares
|
$4.01 Million
0.03% of portfolio
|
Q2 2024
Added 13.2%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
78,258
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
75,717
shares
|
$3.81 Million
0.77% of portfolio
|
Q3 2024
Reduced 27.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
75,527
shares
|
$3.8 Million
0.01% of portfolio
|
Q2 2024
Added 22.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
71,672
shares
|
$3.6 Million
0.01% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Accredited Investors Inc.
|
Jul 19, 2024 Q2 2024 |
70,960
shares
|
$3.57 Million
0.21% of portfolio
|
Q2 2024
Added 10.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
69,947
shares
|
$3.52 Million
0.0% of portfolio
|
Q2 2024
Added 43.28%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
69,353
shares
|
$3.49 Million
0.64% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
67,235
shares
|
$3.38 Million
1.07% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
65,484
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
64,633
shares
|
$3.25 Million
0.73% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
63,336
shares
|
$3.19 Million
0.0% of portfolio
|
Q2 2024
Added 91.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
62,586
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
61,474
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
59,493
shares
|
$2.99 Million
0.44% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
58,684
shares
|
$2.95 Million
0.03% of portfolio
|
Q2 2024
Added 3.8%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
57,570
shares
|
$2.9 Million
0.03% of portfolio
|
Q2 2024
Added 56.77%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
52,901
shares
|
$2.66 Million
0.04% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
48,870
shares
|
$2.46 Million
0.02% of portfolio
|
Q2 2024
Added 3.54%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
44,703
shares
|
$2.25 Million
0.12% of portfolio
|
Q4 2023
Reduced 7.64%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
43,897
shares
|
$2.21 Million
0.1% of portfolio
|
Q3 2022
Reduced 19.9%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
42,725
shares
|
$2.15 Million
0.46% of portfolio
|
Q1 2024
Added 28.98%
|