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 245 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $957 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,812
shares
|
$796,608
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
15,626
shares
|
$787,237
0.0% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
15,161
shares
|
$763,811
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15,106
shares
|
$761,040
0.05% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,309
shares
|
$720,887
0.05% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
13,671
shares
|
$688,744
0.04% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
13,657
shares
|
$688,039
0.03% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
13,572
shares
|
$683,757
0.43% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
13,487
shares
|
$679,475
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
12,997
shares
|
$654,788
0.19% of portfolio
|
Q4 2024
Added 17.58%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
12,880
shares
|
$648,894
0.19% of portfolio
|
Q4 2024
Added 17.42%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
12,870
shares
|
$648,390
0.11% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
12,658
shares
|
$637,710
0.01% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
12,601
shares
|
$634,838
0.01% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
12,591
shares
|
$634,334
0.0% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
12,496
shares
|
$629,548
0.04% of portfolio
|
Q4 2024
Reduced 17.06%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
12,325
shares
|
$620,933
0.21% of portfolio
|
Q4 2024
Reduced 16.03%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
12,302
shares
|
$619,774
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
11,853
shares
|
$597,154
0.01% of portfolio
|
Q3 2024
Reduced 41.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
11,777
shares
|
$593,325
0.03% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
11,758
shares
|
$592,368
0.48% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
11,583
shares
|
$583,551
0.05% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,336
shares
|
$571,107
0.0% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
11,323
shares
|
$570,452
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
11,318
shares
|
$570,200
0.0% of portfolio
|
Q3 2024
Reduced 17.45%
|