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 283 institutions that hold shares in the stock, with a total of 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $948 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
90,932
shares
|
$5.18 Million
0.01% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
89,411
shares
|
$5.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
86,819
shares
|
$4.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
86,388
shares
|
$4.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.61%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
80,728
shares
|
$4.6 Million
0.01% of portfolio
|
Q3 2025
Added 698.5%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
78,970
shares
|
$4.5 Million
0.62% of portfolio
|
Q3 2025
Reduced 17.56%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
77,784
shares
|
$4.43 Million
2.45% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
77,643
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.82%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
74,934
shares
|
$4.27 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
68,225
shares
|
$3.89 Million
1.15% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
67,820
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
66,329
shares
|
$3.78 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
66,035
shares
|
$3.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
64,154
shares
|
$3.65 Million
0.69% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
63,307
shares
|
$3.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
63,261
shares
|
$3.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
62,906
shares
|
$3.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
61,880
shares
|
$3.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.14%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
59,527
shares
|
$3.39 Million
0.61% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
56,660
shares
|
$3.23 Million
0.23% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
54,813
shares
|
$3.12 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
47,352
shares
|
$2.7 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
46,904
shares
|
$2.67 Million
0.19% of portfolio
|
Q3 2025
Added 37.92%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
46,429
shares
|
$2.65 Million
0.02% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
45,569
shares
|
$2.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 14.28%
|
|