USXF Institutional Ownership
iShares ESG Advanced MSCI USA ETF
1W: +0.7%
1M: +2.8%
3M: +1.5%
YTD: +19.0%
1Y: +20.5%
3Y: +105.8%
5Y: +93.1%
$69.07
+0.51 (+0.74%)
Weekly Expected Move ±2.1%
$66
$68
$69
$71
$72
Overview
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Holdings
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Institutional Ownership — USXF
314
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
48
New Positions
109
Increased
121
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (333 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2,736,939 | $189M | -49,722 | -1.8% | 23Q | SEC ↗ |
| 2 | BlackRock, Inc. | 2,153,160 | $149M | -217,735 | -9.2% | 8Q | SEC ↗ |
| 3 | LPL Financial LLC | 999,571 | $69M | +29,507 | +3.0% | 23Q | SEC ↗ |
| 4 | SEI INVESTMENTS CO | 862,590 | $60M | -13,503 | -1.5% | 10Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 531,659 | $37M | +10,736 | +2.1% | 15Q | SEC ↗ |
| 6 | Envestnet Portfolio Solutions, Inc. | 504,269 | $35M | -14,291 | -2.8% | 12Q | SEC ↗ |
| 7 | MACKENZIE FINANCIAL CORP | 337,552 | $23M | -34,324 | -9.2% | 19Q | SEC ↗ |
| 8 | PARK AVENUE SECURITIES LLC | 306,440 | $21M | -3,816 | -1.2% | 23Q | SEC ↗ |
| 9 | Allworth Financial LP | 289,925 | $20M | -95 | -0.0% | 20Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 245,165 | $17M | +12,911 | +5.6% | 21Q | SEC ↗ |
| 11 | Financial Connections Group, Inc. | 227,786 | $16M | -13,890 | -5.7% | 18Q | SEC ↗ |
| 12 | Apella Capital, LLC | 227,544 | $16M | -1,677 | -0.7% | 2Q | SEC ↗ |
| 13 | MML INVESTORS SERVICES, LLC | 198,105 | $14M | +33,001 | +20.0% | 23Q | SEC ↗ |
| 14 | SPINNAKER TRUST | 155,820 | $11M | -140 | -0.1% | 21Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 150,992 | $10M | +19,781 | +15.1% | 23Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 143,096 | $10M | +9,324 | +7.0% | 18Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 140,492 | $10M | +10,850 | +8.4% | 7Q | SEC ↗ |
| 18 | MORGAN STANLEY | 138,023 | $10M | +915 | +0.7% | 19Q | SEC ↗ |
| 19 | HighTower Advisors, LLC | 129,948 | $9M | +113,450 | +687.7% | 10Q | SEC ↗ |
| 20 | REGATTA CAPITAL GROUP, LLC | 127,807 | $9M | +1,022 | +0.8% | 10Q | SEC ↗ |
| 21 | Beacon Pointe Advisors, LLC | 108,894 | $8M | +12,988 | +13.5% | 4Q | SEC ↗ |
| 22 | Pathstone Holdings, LLC | 107,355 | $7M | +13,389 | +14.2% | 9Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 106,340 | $7M | +2,545 | +2.5% | 15Q | SEC ↗ |
| 24 | Cerity Partners LLC | 103,607 | $7M | -2,478 | -2.3% | 15Q | SEC ↗ |
| 25 | RWA WEALTH PARTNERS, LLC | 102,543 | $7M | +2,085 | +2.1% | 16Q | SEC ↗ |
| 26 | Decker Retirement Planning Inc. | 99,061 | $7M | +5,653 | +6.1% | 7Q | SEC ↗ |
| 27 | Balanced Rock Investment Advisors LLC | 97,385 | $7M | -6,714 | -6.4% | 11Q | SEC ↗ |
| 28 | Janney Montgomery Scott LLC | 96,764 | $7M | +294 | +0.3% | 21Q | SEC ↗ |
| 29 | Thrivent Financial for Lutherans | 90,026 | $6M | +8,062 | +9.8% | 23Q | SEC ↗ |
| 30 | TOMPKINS FINANCIAL CORP NEW | 88,052 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 31 | SOFI WEALTH, LLC | 87,855 | $6M | +14,388 | +19.6% | 7Q | SEC ↗ |
| 32 | ZENITH SOLUTIONS, INC. NEW | 81,647 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 33 | ASSETMARK, INC | 80,732 | $6M | +1,985 | +2.5% | 17Q | SEC ↗ |
| 34 | Highland Financial Advisors, LLC | 77,452 | $5M | +29,248 | +60.7% | 9Q | SEC ↗ |
| 35 | Mirae Asset Global Investments Co., Lt | 77,300 | $5M | — | +0.0% | 4Q | SEC ↗ |
| 36 | OSAIC HOLDINGS, INC. | 76,314 | $5M | +9,008 | +13.4% | 23Q | SEC ↗ |
| 37 | One Wealth Advisors, LLC | 71,552 | $5M | -641 | -0.9% | 22Q | SEC ↗ |
| 38 | Accredited Investors Inc. | 71,097 | $5M | +451 | +0.6% | 24Q | SEC ↗ |
| 39 | Walkner Condon Financial Advisors LLC | 69,001 | $5M | -420 | -0.6% | 19Q | SEC ↗ |
| 40 | GOLDMAN SACHS GROUP INC | 68,613 | $5M | +2,157 | +3.2% | 15Q | SEC ↗ |
| 41 | Atwater Malick LLC | 68,225 | $5M | — | +0.0% | 13Q | SEC ↗ |
| 42 | Avise Financial Cooperative, Inc. | 66,279 | $5M | -5,168 | -7.2% | 3Q | SEC ↗ |
| 43 | Integrated Wealth Concepts LLC | 63,624 | $4M | +786 | +1.3% | 21Q | SEC ↗ |
| 44 | Cambridge Investment Research Advisors | 62,998 | $4M | +3,593 | +6.0% | 23Q | SEC ↗ |
| 45 | GenWealth Group, Inc. | 61,136 | $4M | -3,839 | -5.9% | 20Q | SEC ↗ |
| 46 | NewEdge Advisors, LLC | 60,517 | $4M | +4,649 | +8.3% | 10Q | SEC ↗ |
| 47 | GeoWealth Management, LLC | 60,270 | $4M | +9,668 | +19.1% | 8Q | SEC ↗ |
| 48 | COMMONWEALTH EQUITY SERVICES, LLC | 59,297 | $4M | +1,679 | +2.9% | 22Q | SEC ↗ |
| 49 | Archer Investment Management, LLC | 57,487 | $4M | -28,358 | -33.0% | 3Q | SEC ↗ |
| 50 | Sanctuary Advisors, LLC | 55,471 | $4M | +1,854 | +3.5% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TOMPKINS FINANCIAL CORP | 88,052 | $6M |
| ZENITH SOLUTIONS, INC. | 81,647 | $6M |
| EP Wealth Advisors, LLC | 45,022 | $3M |
| Vise Technologies, Inc. | 27,933 | $2M |
| Baird Financial Group, Inc. | 23,730 | $2M |
| MISSION WEALTH MANAGEMENT, LP | 12,208 | $843K |
| Diversify Advisory Services, LLC | 11,569 | $799K |
| GGM Financial LLC | 10,628 | $734K |
| AXXCESS WEALTH MANAGEMENT, LLC | 5,411 | $374K |
| Contango Wealth Management LLC | 5,205 | $360K |
| Curi Capital, LLC | 5,194 | $359K |
| Chicago Partners Investment Group L | 4,871 | $336K |
| Arax Advisory Partners | 4,769 | $329K |
| MERCER GLOBAL ADVISORS INC /ADV | 4,600 | $318K |
| J. Mark Nickell & Co. | 4,594 | $317K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 4,565 | $315K |
| SEVEN MILE ADVISORY | 4,451 | $307K |
| Godfrey Financial Associates, Inc. | 4,134 | $286K |
| Vantus Wealth LLC | 3,831 | $265K |
| Wealth Group Ltd | 3,564 | $246K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Investor's Fiduciary Advisor Networ | 19,832 | $1M |
| Ameritas Advisory Services, LLC | 12,552 | $867K |
| JANE STREET GROUP, LLC | 10,033 | $693K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,752 | $605K |
| Dana Investment Advisors, Inc. | 8,652 | $598K |
| KWB Wealth | 7,574 | $523K |
| Betterment LLC | 6,537 | $452K |
| ZACKS INVESTMENT MANAGEMENT | 5,215 | $360K |
| Centurion Wealth Management LLC | 5,045 | $348K |
| One Capital Management, LLC | 4,062 | $281K |
| SAX WEALTH ADVISORS, LLC | 3,888 | $269K |
| Wall Street Financial Group, Inc. | 3,873 | $268K |
| Sigma Planning Corp | 3,572 | $247K |
| First National Trust Co | 3,525 | $243K |
| Western Wealth Management, LLC | 1,915 | $132K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1,600 | $111K |
| BESSEMER GROUP INC | 1,265 | $87K |
| Clarity Asset Management, Inc. | 243 | $17K |
| Camelot Portfolios, LLC | 224 | $15K |
| SageView Advisory Group, LLC | 60 | $4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | +113,450 | +687.7% | 129,948 |
| MML INVESTORS SERVICES, LLC | +33,001 | +20.0% | 198,105 |
| LPL Financial LLC | +29,507 | +3.0% | 999,571 |
| Highland Financial Advisors, LLC | +29,248 | +60.7% | 77,452 |
| ROYAL BANK OF CANADA | +19,781 | +15.1% | 150,992 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +18,586 | +195.2% | 28,108 |
| MAI Capital Management | +14,478 | +54.5% | 41,028 |
| SOFI WEALTH, LLC | +14,388 | +19.6% | 87,855 |
| Pathstone Holdings, LLC | +13,389 | +14.2% | 107,355 |
| Beacon Pointe Advisors, LLC | +12,988 | +13.5% | 108,894 |
| Cetera Investment Advisers | +12,911 | +5.6% | 245,165 |
| RAYMOND JAMES FINANCIAL INC | +10,850 | +8.4% | 140,492 |
| JPMORGAN CHASE & CO | +10,736 | +2.1% | 531,659 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +10,491 | +447.2% | 12,837 |
| Private Advisor Group, LLC | +9,945 | +94.2% | 20,504 |
| GeoWealth Management, LLC | +9,668 | +19.1% | 60,270 |
| WELLS FARGO & COMPANY/MN | +9,324 | +7.0% | 143,096 |
| OSAIC HOLDINGS, INC. | +9,008 | +13.4% | 76,314 |
| FFT WEALTH MANAGEMENT LLC | +8,314 | +166.7% | 13,302 |
| Thrivent Financial for Lutherans | +8,062 | +9.8% | 90,026 |