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 282 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $949 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
19,083
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2025
Reduced 18.65%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
18,678
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2025
Reduced 24.93%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
18,627
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.75%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
17,630
shares
|
$1 Million
0.09% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
16,912
shares
|
$963,476
0.37% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
16,479
shares
|
$938,808
0.01% of portfolio
|
Q3 2025
Added 79.18%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,346
shares
|
$931,231
0.0% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,933
shares
|
$907,703
0.04% of portfolio
|
Q3 2025
Reduced 42.7%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15,813
shares
|
$900,866
0.0% of portfolio
|
Q3 2025
Added 117.6%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
15,656
shares
|
$891,922
0.5% of portfolio
|
Q3 2025
Added 14.71%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
15,590
shares
|
$888,162
0.23% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
15,051
shares
|
$857,455
0.02% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
15,013
shares
|
$855,290
0.28% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
14,903
shares
|
$849,023
0.11% of portfolio
|
Q4 2025
Added 7.06%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
14,717
shares
|
$838,427
0.09% of portfolio
|
Q3 2025
Reduced 21.98%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
14,562
shares
|
$829,597
0.23% of portfolio
|
Q1 2025
Added 18.15%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
14,532
shares
|
$827,888
0.06% of portfolio
|
Q3 2025
Reduced 30.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
14,351
shares
|
$817,576
0.01% of portfolio
|
Q3 2025
Added 100.46%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,099
shares
|
$803,220
0.0% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,838
shares
|
$788,350
0.02% of portfolio
|
Q3 2025
Reduced 28.9%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
13,801
shares
|
$786,242
0.26% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,217
shares
|
$752,972
0.01% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
13,071
shares
|
$744,654
0.02% of portfolio
|
Q3 2025
Reduced 22.15%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,859
shares
|
$732,577
0.06% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
12,616
shares
|
$718,733
0.12% of portfolio
|
Q3 2025
Reduced 18.62%
|
|