iShares ESG Advance MSCI USAUSXFETF
13F holders, Q2 2026 (June 30)300holders +29
44new positions
12sold out
$69.36avg. 13F price*
At the end of Q2 2026, 300 institutions reported holding iShares ESG Advance MSCI USA (USXF) in their 13F filings, up 29 from Q1 2026. 44 opened new positions and 12 sold out. The largest holders were Envestnet Asset Management Inc. ($190.1M), BlackRock, Inc. ($149.5M) and LPL Financial LLC ($69.4M).
- Company
- iShares ESG Advance MSCI USA
- CUSIP
- 46436E767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $23.1M |
| Exits | 12 | $3.3M |
All 13F filers, Q1 2026 → Q2 2026: 827,099 shares bought and 592,561 shares sold, net +234,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| Envestnet Asset Management Inc. | 0.04% | Reduce -1.8% | 2,736,939 | $190.1M |
| BlackRock, Inc. | 0.00% | Reduce -9.2% | 2,153,160 | $149.5M |
| LPL Financial LLC | 0.02% | Add +3.0% | 999,571 | $69.4M |
| Sei Investments Co. | 0.05% | Reduce -1.5% | 862,590 | $59.9M |
| JPMorgan Chase & Co. | 0.00% | Add +2.1% | 531,659 | $36.4M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -2.8% | 504,269 | $35.0M |
| Mackenzie Financial Corp. | 0.02% | Reduce -9.2% | 337,552 | $23.4M |
| Park Avenue Securities LLC | 0.13% | Reduce -1.2% | 306,440 | $21.3M |
| Allworth Financial LP | 0.09% | Reduce -0.0% | 289,925 | $20.1M |
| Cetera Investment Advisers | 0.02% | Add +5.6% | 245,165 | $17.0M |
| Apella Capital, LLC | 0.22% | Reduce -0.7% | 227,544 | $15.2M |
| MML Investors Services, LLC | 0.03% | Add +20.0% | 198,105 | $13.8M |
| Spinnaker Trust | 0.53% | Reduce -0.1% | 155,820 | $10.8M |
| Royal Bank of Canada | 0.00% | Add +15.1% | 150,992 | $10.5M |
| Wells Fargo & Company | 0.00% | Add +7.0% | 143,096 | $9.9M |
| Raymond James Financial Inc. | 0.00% | Add +8.4% | 140,492 | $9.8M |
| Morgan Stanley | 0.00% | Add +0.7% | 138,023 | $9.6M |
| HighTower Advisors, LLC | 0.01% | Add +687.7% | 129,948 | $9.0M |
| Regatta Capital Group, LLC | 1.19% | Add +0.8% | 127,807 | $8.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +13.5% | 108,894 | $7.6M |
| Pathstone Holdings, LLC | 0.02% | Add +14.3% | 107,355 | $7.5M |
| Bank of America Corp. | 0.00% | Add +2.5% | 106,340 | $7.4M |
| Cerity Partners LLC | 0.01% | Reduce -2.3% | 103,607 | $7.2M |
| Rwa Wealth Partners, LLC | 0.07% | Add +2.1% | 102,543 | $7.1M |
| Decker Retirement Planning Inc. | 2.34% | Add +6.0% | 99,061 | $6.9M |
| Balanced Rock Investment Advisors LLC | 4.22% | Reduce -6.5% | 97,385 | $6.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.3% | 96,764 | $6.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +9.8% | 90,026 | $6.2M |
| Tompkins Financial Corp. | 0.43% | New | 88,052 | $6.1M |
| Sofi Wealth, LLC | 0.25% | Add +19.6% | 87,855 | $6.1M |
| Zenith Solutions, Inc. | 5.14% | — | 81,647 | $5.7M |
| Assetmark, Inc. | 0.01% | Add +2.5% | 80,732 | $5.6M |
| Highland Financial Advisors, LLC | 1.18% | Add +60.7% | 77,452 | $5.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 77,300 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +13.4% | 76,314 | $5.3M |
| One Wealth Advisors, LLC | 0.55% | Reduce -0.9% | 71,552 | $5.0M |
| Accredited Investors Inc. | 0.21% | Add +0.6% | 71,097 | $4.9M |
| Walkner Condon Financial Advisors LLC | 0.55% | Reduce -0.6% | 69,001 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.3% | 68,613 | $4.8M |
| Atwater Malick LLC | 1.03% | No change | 68,225 | $4.7M |
| Avise Financial Cooperative, Inc. | 3.28% | Reduce -7.2% | 66,279 | $4.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +1.3% | 63,624 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.0% | 62,998 | $4.4M |
| GenWealth Group, Inc. | 0.66% | Reduce -5.9% | 61,136 | $4.2M |
| NewEdge Advisors, LLC | 0.01% | Add +8.3% | 60,517 | $4.2M |
| GeoWealth Management, LLC | 0.13% | Add +19.1% | 60,270 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.9% | 59,297 | $4.1M |
| Archer Investment Management, LLC | 1.36% | Reduce -33.0% | 57,487 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.5% | 55,471 | $3.9M |
| Ally Invest Advisors Inc. | 0.22% | Add +2.0% | 52,573 | $3.7M |
| Modern Wealth Management, LLC | 0.04% | Reduce -7.9% | 51,326 | $3.6M |
| Invera Wealth Advisors, LLC | 1.80% | Add +0.7% | 48,246 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +5.6% | 47,338 | $3.3M |
| CGC Financial Services, LLC | 0.70% | Reduce -15.4% | 45,053 | $3.1M |
| EP Wealth Advisors, LLC | 0.01% | New | 45,022 | $3.1M |
| Gould Asset Management LLC | 0.46% | Reduce -0.5% | 42,360 | $2.9M |
| MAI Capital Management | 0.01% | Add +54.5% | 41,028 | $2.8M |
| Horst & Graben Wealth Management LLC | 0.37% | Reduce -3.5% | 41,174 | $2.8M |
| Equita Financial Network, Inc. | 0.78% | Reduce -0.5% | 40,479 | $2.8M |
| &partners | 0.01% | Add +2.4% | 39,388 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.0% | 38,504 | $2.7M |
| Merit Financial Group, LLC | 0.02% | Add +4.7% | 38,474 | $2.7M |
| Perigon Wealth Management, LLC | 0.04% | Add +7.5% | 38,347 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Reduce -6.9% | 38,337 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.6% | 38,334 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.2% | 38,192 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.7% | 37,591 | $2.6M |
| Values Added Financial LLC | 0.93% | Add +6.7% | 37,216 | $2.6M |
| Amara Financial, Llc. | 1.54% | Add +3.5% | 36,954 | $2.6M |
| Skyline Advisors, Inc. | 0.79% | Reduce -3.8% | 36,174 | $2.5M |
| Sharkey, Howes & Javer | 0.30% | Reduce -7.9% | 35,645 | $2.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -14.6% | 35,143 | $2.4M |
| Haverford Trust Co | 0.02% | Add +0.0% | 34,489 | $2.4M |
| Davis Wealth Advisors, LLC | 1.81% | Add +3.9% | 33,782 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Add +12.8% | 33,003 | $2.3M |
| Summit Wealth Group LLC / Co. | 0.17% | Reduce -2.5% | 30,281 | $2.1M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 28,405 | $1.9M |
| Vise Technologies, Inc. | 0.02% | New | 27,933 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +195.2% | 28,108 | $1.9M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -5.2% | 28,043 | $1.9M |
| GC Wealth Management RIA, LLC | 0.11% | Reduce -8.8% | 26,841 | $1.9M |
| VERITY Wealth Advisors | 1.11% | Add +0.9% | 26,467 | $1.8M |
| Optas, LLC | 0.26% | Reduce -54.7% | 26,375 | $1.8M |
| Creative Planning | 0.00% | Add +44.9% | 25,210 | $1.8M |
| Magnus Financial Group LLC | 0.12% | Reduce -6.9% | 24,666 | $1.7M |
| Clearstead Advisors, LLC | 0.02% | Reduce -46.9% | 24,294 | $1.7M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.6% | 23,779 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | New | 23,730 | $1.6M |
| Diversified Trust Co. | 0.03% | No change | 22,714 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 21,455 | $1.5M |
| National Wealth Management Group, LLC | 0.45% | Reduce -0.0% | 21,186 | $1.5M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.0% | 20,975 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +94.2% | 20,504 | $1.4M |
| Shotwell Rutter Baer Inc | 0.76% | Reduce -4.0% | 19,943 | $1.4M |
| Capital Analysts, LLC | 0.03% | Add +3.0% | 19,855 | $1.4M |
| RKL Wealth Management LLC | 0.11% | Reduce -8.9% | 19,754 | $1.4M |
| Aufman Associates Inc | 0.50% | Add +0.2% | 18,217 | $1.3M |
| Mgo One Seven LLC | 0.02% | Reduce -1.1% | 18,150 | $1.3M |
| MA Private Wealth | 0.18% | Reduce -8.2% | 17,594 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +6.5% | 16,049 | $1.1M |
"% of holder's portfolio" is USXF's weight in each manager's 13F, not the share of iShares ESG Advance MSCI USA the manager owns.