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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
29,150
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2025
Added 16.82%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
29,099
shares
|
$1.66 Million
0.49% of portfolio
|
Q3 2025
Added 52.96%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
28,405
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2022
Reduced 8.12%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
28,165
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
27,775
shares
|
$1.58 Million
0.14% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Verity Wealth Advisors
|
Oct 17, 2025 Q3 2025 |
26,031
shares
|
$1.48 Million
0.95% of portfolio
|
Q1 2024
Added 12.01%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
25,205
shares
|
$1.44 Million
1.43% of portfolio
|
Q3 2025
Added 107.41%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
24,862
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
Added 33.75%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
24,736
shares
|
$1.41 Million
1.04% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
24,547
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.96%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
23,622
shares
|
$1.35 Million
0.57% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
23,430
shares
|
$1.33 Million
0.6% of portfolio
|
Q3 2025
Added 59.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
23,063
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
22,653
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
22,634
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
22,416
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
21,575
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
21,489
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,275
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 50.4%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
21,058
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 15.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
20,708
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 84.14%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 09, 2025 Q3 2025 |
20,610
shares
|
$1.17 Million
0.77% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
20,315
shares
|
$1.16 Million
0.39% of portfolio
|
Q3 2025
Reduced 26.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
20,045
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
19,684
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.43%
|
|