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 258 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $995 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
26,031
shares
|
$1.25 Million
0.94% of portfolio
|
Q1 2024
Added 12.01%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
25,461
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
25,211
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
24,487
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Added 81.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,100
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Added 19.24%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
24,075
shares
|
$1.15 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
23,915
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
23,622
shares
|
$1.13 Million
0.57% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
23,457
shares
|
$1.12 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
21,962
shares
|
$1.05 Million
1.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
21,796
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 22.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
21,655
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 91.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
20,953
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
20,932
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
20,814
shares
|
$996,782
0.35% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
20,789
shares
|
$995,585
0.07% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
20,334
shares
|
$973,795
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
20,213
shares
|
$968,000
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
19,149
shares
|
$917,045
0.03% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
18,389
shares
|
$880,649
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
18,329
shares
|
$877,775
0.03% of portfolio
|
Q4 2024
Added 1821.28%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
18,181
shares
|
$870,688
0.76% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
18,168
shares
|
$870,065
0.8% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
18,168
shares
|
$870,065
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
18,153
shares
|
$869,347
0.2% of portfolio
|
Q4 2024
Added 14.41%
|