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 |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
40,911
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jul 31, 2024 Q2 2024 |
40,415
shares
|
$2.03 Million
0.79% of portfolio
|
Q2 2024
Added 24.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
39,600
shares
|
$1.99 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
39,484
shares
|
$1.99 Million
0.38% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
37,829
shares
|
$1.9 Million
0.35% of portfolio
|
Q3 2024
Added 135.81%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
37,677
shares
|
$1.89 Million
0.43% of portfolio
|
Q3 2024
Added 81.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
37,230
shares
|
$1.87 Million
0.05% of portfolio
|
Q2 2024
Added 21.23%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
37,227
shares
|
$1.87 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
32,771
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
32,609
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,971
shares
|
$1.56 Million
0.1% of portfolio
|
Q4 2023
Reduced 7.31%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
30,831
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2024
Added 6.82%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
30,332
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
29,185
shares
|
$1.47 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
28,722
shares
|
$1.44 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
28,405
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2022
Reduced 8.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
28,344
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
27,617
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
27,057
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Rkl Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
26,624
shares
|
$1.34 Million
0.12% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
26,031
shares
|
$1.31 Million
0.9% of portfolio
|
Q1 2024
Added 12.01%
|
|
|
Tcwp LLC
Tampa, FL |
Aug 13, 2024 Q2 2024 |
25,537
shares
|
$1.28 Million
2.95% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
24,811
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
24,131
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
23,623
shares
|
$1.19 Million
0.22% of portfolio
|
Q3 2024
Added 0.96%
|