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 284 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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,077
shares
|
$517,116
0.0% of portfolio
|
Q3 2024
Added 33.31%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
9,019
shares
|
$513,812
0.37% of portfolio
|
Q3 2025
Reduced 21.34%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
8,851
shares
|
$504,241
0.22% of portfolio
|
Q4 2025
Added 14.9%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
8,793
shares
|
$500,937
0.21% of portfolio
|
Q3 2025
Reduced 27.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,751
shares
|
$498,544
0.01% of portfolio
|
Q1 2021
Reduced 98.81%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,649
shares
|
$492,733
0.02% of portfolio
|
Q3 2023
Reduced 6.55%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
8,349
shares
|
$475,642
0.13% of portfolio
|
Q4 2025
Reduced 4.68%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
8,214
shares
|
$467,951
0.03% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
8,174
shares
|
$465,672
0.05% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
8,087
shares
|
$460,716
0.01% of portfolio
|
Q3 2025
Reduced 16.69%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
8,084
shares
|
$460,545
0.18% of portfolio
|
Q3 2025
Reduced 33.67%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,034
shares
|
$457,696
0.02% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
7,995
shares
|
$455,475
0.0% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
7,984
shares
|
$454,848
0.01% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
7,971
shares
|
$454,107
0.25% of portfolio
|
Q4 2025
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
7,946
shares
|
$452,683
0.33% of portfolio
|
Q3 2025
Reduced 44.01%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
7,884
shares
|
$449,151
0.14% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 06, 2026 Q4 2025 |
7,850
shares
|
$447,214
0.25% of portfolio
|
Q4 2025
Added 4.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7,632
shares
|
$434,795
0.02% of portfolio
|
Q3 2025
Reduced 25.08%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,457
shares
|
$424,825
0.0% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,262
shares
|
$413,716
0.04% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
7,215
shares
|
$411,038
0.28% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,055
shares
|
$401,923
0.0% of portfolio
|
Q3 2025
Reduced 71.14%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
6,803
shares
|
$387,566
0.02% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
6,664
shares
|
$379,648
0.1% of portfolio
|
Q4 2025
Reduced 2.24%
|
|