iShares ESG Advance MSCI USAUSXFETF
13F holders, Q1 2024 (March 31)204holders
$45.03avg. 13F price*
At the end of Q1 2024, 204 institutions reported holding iShares ESG Advance MSCI USA (USXF) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($203.0M), BlackRock Inc. ($121.0M) and Envestnet Portfolio Solutions, Inc. ($61.0M).
- Company
- iShares ESG Advance MSCI USA
- CUSIP
- 46436E767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $18.5M |
| Exits | 13 | $3.2M |
Ownership 204 holders
| Envestnet Asset Management Inc. | 0.08% | Add +0.8% | 4,495,894 | $203.0M |
| BlackRock Inc. | 0.00% | Reduce -10.5% | 2,680,493 | $121.0M |
| Envestnet Portfolio Solutions, Inc. | 0.23% | Reduce -4.5% | 1,352,004 | $61.0M |
| SigFig Wealth Management, LLC | 0.92% | Add +9.9% | 557,761 | $25.2M |
| Rwa Wealth Partners, LLC | 0.34% | Reduce -1.1% | 554,682 | $25.0M |
| LPL Financial LLC | 0.01% | Add +15.1% | 456,529 | $20.6M |
| JPMorgan Chase & Co. | 0.00% | Add +9.0% | 442,969 | $20.0M |
| Park Avenue Securities LLC | 0.23% | Reduce -0.6% | 390,944 | $17.7M |
| Mackenzie Financial Corp. | 0.02% | Reduce -1.5% | 335,140 | $15.1M |
| MML Investors Services, LLC | 0.06% | Add +4.3% | 295,580 | $13.3M |
| Allworth Financial LP | 0.09% | Add +3.2% | 288,907 | $13.0M |
| Cetera Investment Advisers | 0.02% | Add +50.1% | 230,206 | $10.4M |
| Balanced Rock Investment Advisors LLC | 7.46% | Add +272.4% | 193,708 | $8.7M |
| Financial Connections Group, Inc. | 9.11% | Add +2.8% | 184,313 | $8.3M |
| Sei Investments Co. | 0.01% | New | 170,743 | $7.7M |
| Spinnaker Trust | 0.48% | Reduce -3.0% | 163,831 | $7.4M |
| Invera Wealth Advisors, LLC | 5.98% | Reduce -0.8% | 166,852 | $7.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.4% | 135,131 | $6.1M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -38.5% | 133,102 | $6.0M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +8.4% | 131,866 | $6.0M |
| Royal Bank of Canada | 0.00% | Add +0.0% | 120,531 | $5.4M |
| One Wealth Advisors, LLC | 0.92% | Add +5.6% | 116,743 | $5.3M |
| Retirement Capital Strategies | 2.07% | Add +974.3% | 111,966 | $5.1M |
| Walkner Condon Financial Advisors LLC | 1.00% | Reduce -1.5% | 104,300 | $4.7M |
| Cerity Partners LLC | 0.01% | Add +123.3% | 100,051 | $4.5M |
| Optas, LLC | 0.98% | Reduce -1.8% | 79,580 | $3.6M |
| Fiera Capital Corp | 0.01% | Add +24.1% | 77,500 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +27.5% | 75,064 | $3.4M |
| Assetmark, Inc. | 0.01% | Add +7.8% | 74,775 | $3.4M |
| Morgan Stanley | 0.00% | Add +91.6% | 74,132 | $3.3M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -2.4% | 70,525 | $3.2M |
| GenWealth Group, Inc. | 0.78% | Reduce -4.2% | 68,433 | $3.1M |
| Horst & Graben Wealth Management LLC | 0.62% | Reduce -2.4% | 67,685 | $3.1M |
| Accredited Investors Inc. | 0.19% | Reduce -2.6% | 63,942 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.8% | 63,840 | $2.9M |
| Regatta Capital Group, LLC | 0.64% | New | 63,317 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -84.8% | 61,548 | $2.8M |
| Crestone Asset Management LLC | 0.55% | Add +4.1% | 60,109 | $2.7M |
| Sharkey, Howes & Javer | 0.43% | Reduce -8.5% | 58,250 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.7% | 56,914 | $2.6M |
| Equitable Holdings, Inc. | 0.03% | Add +1.4% | 56,538 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.8% | 52,856 | $2.4M |
| Bank of America Corp. | 0.00% | Add +3.5% | 48,818 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.2% | 47,201 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +19.1% | 47,128 | $2.1M |
| Atwater Malick LLC | 0.74% | Add +27.7% | 46,721 | $2.1M |
| Gould Asset Management LLC | 0.47% | Add +29.0% | 42,725 | $1.9M |
| Prudential Financial Inc. | 0.00% | Add +0.3% | 42,626 | $1.9M |
| Ally Invest Advisors Inc. | 0.17% | Add +0.6% | 38,391 | $1.7M |
| Opes Wealth Management LLC | 0.39% | Reduce -4.0% | 37,874 | $1.7M |
| Morningstar Investment Services LLC | 0.02% | Reduce -32.5% | 36,722 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +0.9% | 35,808 | $1.6M |
| Ramiah Investment Group | 1.50% | Add +7.9% | 35,292 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.1% | 34,429 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +15.5% | 33,009 | $1.5M |
| SageView Advisory Group, LLC | 0.08% | New | 60,866 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.7% | 32,883 | $1.5M |
| Diversify Advisory Services, LLC | 0.09% | — | 32,623 | $1.5M |
| Equita Financial Network, Inc. | 0.66% | Add +17.1% | 32,375 | $1.5M |
| Sigma Planning Corp | 0.04% | New | 30,711 | $1.4M |
| Skyline Advisors, Inc. | 0.59% | Reduce -1.8% | 29,090 | $1.3M |
| Halbert Hargrove Global Advisors, LLC | 0.09% | Add +1.2% | 28,872 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +23.4% | 28,863 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 28,405 | $1.3M |
| RKL Wealth Management LLC | 0.12% | Reduce -7.3% | 26,573 | $1.2M |
| Austin Private Wealth, LLC | 0.14% | Add +6.0% | 26,878 | $1.2M |
| VERITY Wealth Advisors | 0.90% | Add +12.0% | 26,031 | $1.2M |
| TCWP LLC | 3.11% | Add +4.5% | 25,906 | $1.2M |
| Mgo One Seven LLC | 0.06% | Add +4.5% | 25,906 | $1.2M |
| Hart & Patterson Financial Group LLC | 0.57% | Add +63.6% | 25,427 | $1.1M |
| First Horizon Advisors, Inc. | 0.03% | Reduce -2.1% | 24,140 | $1.1M |
| Sandbox Financial Partners, LLC | 0.46% | Reduce -5.2% | 24,105 | $1.1M |
| International Assets Investment Management, LLC | 0.11% | Reduce -16.2% | 23,795 | $1.1M |
| MA Private Wealth | 0.21% | No change | 23,399 | $1.1M |
| Diversified Trust Co. | 0.03% | Reduce -5.6% | 23,311 | $1.1M |
| Wealth Alliance, LLC | 0.14% | Reduce -0.3% | 23,044 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +39.8% | 22,589 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +39.8% | 22,589 | $1.0M |
| FMR LLC | 0.00% | Add +5.9% | 22,454 | $1.0M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -5.5% | 20,424 | $922K |
| Clarius Group, LLC | 0.06% | Add +0.0% | 20,343 | $918K |
| Regal Investment Advisors LLC | 0.06% | Reduce -0.1% | 19,972 | $902K |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +0.4% | 19,214 | $868K |
| Crew Capital Management, Ltd | 0.70% | Add +7.5% | 18,917 | $854K |
| F/m Investments LLC | 0.58% | Add +7.5% | 18,917 | $854K |
| World Investment Advisors | 0.12% | Reduce -1.7% | 18,568 | $838K |
| CW Advisors, LLC | 0.01% | Add +11.1% | 18,302 | $826K |
| Townsquare Capital LLC | 0.01% | Add +10.1% | 17,823 | $805K |
| Wrapmanager Inc. | 0.22% | Add +7.1% | 17,783 | $803K |
| One Wealth Management Investment & Advisory Services, LLC | 0.30% | Add +1.1% | 16,362 | $739K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.9% | 16,273 | $735K |
| JMG Financial Group, Ltd. | 0.03% | Reduce -5.0% | 16,116 | $728K |
| Keystone Financial Services | 0.32% | Add +1.1% | 16,080 | $726K |
| Financial Advisors, LLC | 0.15% | No change | 16,042 | $724K |
| Farther Finance Advisors, LLC | 0.04% | Reduce -0.1% | 15,849 | $712K |
| Strategic Blueprint, LLC | 0.05% | Reduce -5.5% | 15,756 | $711K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Reduce -6.7% | 15,474 | $699K |
| Van Hulzen Asset Management, LLC | 0.05% | Reduce -16.7% | 15,448 | $697K |
| Cwm, LLC | 0.00% | Add +25.1% | 15,098 | $682K |
| Sowell Financial Services LLC | 0.03% | New | 14,543 | $657K |
"% 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.