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 |
|---|---|---|---|---|---|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
23,595
shares
|
$1.19 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
23,053
shares
|
$1.16 Million
0.14% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
22,467
shares
|
$1.13 Million
0.4% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
20,594
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2024
Added 3.11%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
20,485
shares
|
$1.03 Million
0.1% of portfolio
|
Q3 2024
Added 29.29%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
20,372
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
20,352
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
20,348
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
20,006
shares
|
$1.01 Million
0.81% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
19,601
shares
|
$985,734
0.04% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
18,976
shares
|
$954,303
0.06% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
18,460
shares
|
$928,353
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
18,355
shares
|
$923,072
0.01% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
18,168
shares
|
$913,668
0.73% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
18,168
shares
|
$913,668
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
17,742
shares
|
$892,245
0.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
17,201
shares
|
$865,038
0.0% of portfolio
|
Q2 2024
Added 5.7%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
17,143
shares
|
$862,121
0.01% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Keystone Financial Services
|
Jul 23, 2024 Q2 2024 |
16,949
shares
|
$852,365
0.33% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Retirement Capital Strategies
|
Aug 13, 2024 Q2 2024 |
16,888
shares
|
$849,297
0.32% of portfolio
|
Q2 2024
Reduced 84.92%
|
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
16,834
shares
|
$846,581
0.22% of portfolio
|
Q2 2024
Reduced 5.34%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
16,233
shares
|
$816,357
0.03% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
15,893
shares
|
$799,258
0.56% of portfolio
|
Q2 2024
Added 20.8%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
15,866
shares
|
$797,901
0.2% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Aug 06, 2024 Q2 2024 |
15,544
shares
|
$781,707
0.29% of portfolio
|
Q2 2024
Reduced 5.0%
|