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 240 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $986 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,584
shares
|
$555,024
0.95% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
10,570
shares
|
$554,290
0.32% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,450
shares
|
$547,998
0.0% of portfolio
|
Q3 2024
Added 58.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
10,267
shares
|
$538,401
0.02% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,910
shares
|
$519,680
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
9,828
shares
|
$515,380
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
9,465
shares
|
$496,344
0.01% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,442
shares
|
$495,138
0.02% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
9,422
shares
|
$494,089
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
9,104
shares
|
$477,413
0.4% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,077
shares
|
$475,997
0.0% of portfolio
|
Q3 2024
Added 33.31%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
9,043
shares
|
$474,214
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
8,842
shares
|
$463,674
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
8,816
shares
|
$462,311
0.28% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
8,771
shares
|
$459,951
0.06% of portfolio
|
Q4 2024
Reduced 40.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,751
shares
|
$458,902
0.01% of portfolio
|
Q1 2021
Reduced 98.81%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,649
shares
|
$453,553
0.02% of portfolio
|
Q3 2023
Reduced 6.55%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
8,420
shares
|
$441,544
0.1% of portfolio
|
Q2 2024
Reduced 8.4%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,342
shares
|
$437,454
0.05% of portfolio
|
Q3 2024
Added 20.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,331
shares
|
$436,877
0.01% of portfolio
|
Q3 2024
Added 58.78%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
8,130
shares
|
$426,337
0.18% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,922
shares
|
$415,429
0.16% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,781
shares
|
$408,035
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
7,748
shares
|
$406,305
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
7,732
shares
|
$405,466
0.04% of portfolio
|
Q3 2024
Added 3.05%
|