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 |
|---|---|---|---|---|---|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
12,542
shares
|
$714,517
0.62% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
12,155
shares
|
$692,470
0.01% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
11,910
shares
|
$678,512
0.01% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
E Cio, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
11,723
shares
|
$667,859
0.25% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
11,633
shares
|
$662,732
0.02% of portfolio
|
Q1 2025
Reduced 26.57%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,607
shares
|
$661,250
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
11,582
shares
|
$659,826
0.02% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
11,537
shares
|
$657,262
0.0% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
11,461
shares
|
$652,933
0.03% of portfolio
|
Q3 2025
Reduced 36.92%
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
11,461
shares
|
$652,933
0.5% of portfolio
|
Q3 2025
Reduced 36.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,336
shares
|
$645,811
0.0% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
10,819
shares
|
$616,358
0.03% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
10,713
shares
|
$610,319
0.28% of portfolio
|
Q3 2025
Reduced 23.7%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
10,678
shares
|
$608,325
0.02% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,584
shares
|
$602,970
0.95% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
10,421
shares
|
$593,684
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
10,360
shares
|
$590,209
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
10,337
shares
|
$588,898
0.15% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,002
shares
|
$569,813
0.02% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
9,736
shares
|
$554,659
0.26% of portfolio
|
Q3 2025
Reduced 17.82%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
9,622
shares
|
$548,165
0.0% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
9,542
shares
|
$543,607
0.23% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
9,416
shares
|
$536,429
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
9,400
shares
|
$535,518
0.0% of portfolio
|
Q3 2025
Added 40.3%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
9,251
shares
|
$527,029
0.08% of portfolio
|
Q2 2025
Reduced 2.13%
|
|