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 224 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $934 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
6,902
shares
|
$347,101
0.04% of portfolio
|
Q1 2024
Added 1.2%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,856
shares
|
$344,788
0.0% of portfolio
|
Q2 2024
Reduced 21.82%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
6,820
shares
|
$342,977
0.01% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
6,811
shares
|
$342,525
0.11% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
6,786
shares
|
$341,267
0.09% of portfolio
|
Q3 2024
Added 104.46%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
6,759
shares
|
$339,910
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
6,746
shares
|
$339,256
0.0% of portfolio
|
Q2 2024
Added 38.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
6,543
shares
|
$329,047
0.01% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
6,324
shares
|
$318,033
0.01% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
6,285
shares
|
$316,072
0.03% of portfolio
|
Q2 2024
Added 9.84%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5,957
shares
|
$299,577
0.0% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
5,944
shares
|
$298,923
0.01% of portfolio
|
Q2 2024
Reduced 30.14%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
5,842
shares
|
$293,794
0.0% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
5,681
shares
|
$285,697
0.04% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
5,595
shares
|
$281,372
0.2% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
5,563
shares
|
$279,763
0.01% of portfolio
|
Q2 2024
Added 18.36%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Jul 23, 2024 Q2 2024 |
5,544
shares
|
$278,807
0.12% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
5,497
shares
|
$276,444
0.01% of portfolio
|
Q2 2024
Added 13.64%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
5,466
shares
|
$274,885
0.02% of portfolio
|
Q4 2023
Reduced 16.96%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
5,404
shares
|
$271,767
0.01% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,366
shares
|
$269,856
0.1% of portfolio
|
Q3 2024
Added 15.82%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
5,322
shares
|
$267,643
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
5,247
shares
|
$263,871
0.0% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,069
shares
|
$254,920
0.02% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
4,977
shares
|
$250,293
0.0% of portfolio
|
Q1 2024
Reduced 4.8%
|