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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,927
shares
|
$298,602
0.0% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
5,840
shares
|
$294,219
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,840
shares
|
$294,219
0.01% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,790
shares
|
$291,700
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,604
shares
|
$282,329
0.0% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
5,482
shares
|
$276,183
0.01% of portfolio
|
Q4 2024
Added 25.59%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
5,466
shares
|
$275,377
0.02% of portfolio
|
Q4 2023
Reduced 16.96%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
5,435
shares
|
$273,815
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
5,386
shares
|
$271,346
0.04% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,366
shares
|
$270,339
0.1% of portfolio
|
Q3 2024
Added 15.82%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
5,322
shares
|
$268,122
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
5,166
shares
|
$260,263
0.01% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,148
shares
|
$259,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,069
shares
|
$255,376
0.02% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,977
shares
|
$250,741
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,911
shares
|
$247,416
0.0% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,878
shares
|
$245,753
0.01% of portfolio
|
Q4 2024
Reduced 17.93%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,832
shares
|
$243,436
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
4,804
shares
|
$242,025
0.01% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,731
shares
|
$238,347
0.05% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
4,667
shares
|
$235,123
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
4,653
shares
|
$234,418
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
4,560
shares
|
$229,732
0.01% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
4,455
shares
|
$224,442
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,380
shares
|
$220,664
0.01% of portfolio
|
Q4 2024
New holding
|