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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,356
shares
|
$219,455
0.02% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,348
shares
|
$219,052
0.01% of portfolio
|
Q4 2024
Added 25.34%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
4,312
shares
|
$217,238
0.06% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
4,310
shares
|
$217,137
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,305
shares
|
$216,885
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,215
shares
|
$212,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,174
shares
|
$210,286
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,044
shares
|
$203,736
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
3,675
shares
|
$185,146
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,652
shares
|
$183,987
0.0% of portfolio
|
Q2 2024
Added 6.38%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
3,003
shares
|
$151,291
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,988
shares
|
$150,535
0.0% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,526
shares
|
$127,259
0.02% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
2,250
shares
|
$113,355
0.06% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,089
shares
|
$105,243
0.0% of portfolio
|
Q4 2024
Added 19.24%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,980
shares
|
$99,752
0.03% of portfolio
|
Q4 2024
Added 247.37%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,878
shares
|
$94,613
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,851
shares
|
$93,253
0.02% of portfolio
|
Q2 2024
Added 4.4%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,847
shares
|
$93,051
0.01% of portfolio
|
Q4 2024
Added 28.89%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,711
shares
|
$86,200
0.02% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,485
shares
|
$74,814
0.01% of portfolio
|
Q1 2024
Added 6.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,414
shares
|
$71,237
0.0% of portfolio
|
Q3 2024
Added 53.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,265
shares
|
$63,730
0.0% of portfolio
|
Q3 2024
Reduced 38.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,074
shares
|
$54,108
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,025
shares
|
$51,639
0.01% of portfolio
|
Q4 2024
Added 11.41%
|