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 |
|---|---|---|---|---|---|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,028
shares
|
$286,445
0.1% of portfolio
|
Q2 2025
Reduced 38.72%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
4,831
shares
|
$275,222
0.09% of portfolio
|
Q3 2025
Reduced 28.93%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
4,816
shares
|
$274,367
0.01% of portfolio
|
Q3 2025
Reduced 17.19%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,731
shares
|
$269,525
0.05% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
4,665
shares
|
$265,765
0.02% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
4,640
shares
|
$264,340
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,592
shares
|
$261,606
0.0% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,572
shares
|
$260,466
0.06% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
4,482
shares
|
$255,339
0.01% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
4,481
shares
|
$255,282
0.01% of portfolio
|
Q3 2025
Reduced 20.62%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
4,481
shares
|
$255,282
0.01% of portfolio
|
Q3 2025
Reduced 20.62%
|
|
|
Northern Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
4,455
shares
|
$253,801
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
4,413
shares
|
$251,408
0.17% of portfolio
|
Q3 2025
Reduced 16.45%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
4,391
shares
|
$250,155
0.01% of portfolio
|
Q3 2025
Reduced 35.1%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,373
shares
|
$249,129
0.0% of portfolio
|
Q3 2025
Added 16.99%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
4,332
shares
|
$246,794
0.04% of portfolio
|
Q3 2025
Reduced 21.52%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
4,177
shares
|
$237,963
0.09% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,174
shares
|
$237,792
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
4,131
shares
|
$235,343
0.07% of portfolio
|
Q3 2025
Reduced 52.62%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
4,071
shares
|
$231,924
0.05% of portfolio
|
Q3 2025
Reduced 23.61%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
3,988
shares
|
$227,196
0.01% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
3,930
shares
|
$223,892
0.04% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,830
shares
|
$218,195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
3,826
shares
|
$217,967
0.01% of portfolio
|
Q3 2025
Reduced 23.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,799
shares
|
$216,429
0.01% of portfolio
|
Q2 2025
Reduced 28.64%
|
|