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 |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -63.7% | 14,547 | $657K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +67.5% | 18,421 | $641K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -5.3% | 14,156 | $639K |
| Marcum Wealth, LLC | 0.06% | No change | 13,863 | $626K |
| Lincoln National Corp. | 0.01% | Add +68.4% | 13,711 | $619K |
| Aufman Associates Inc | 0.43% | Reduce -0.0% | 13,545 | $612K |
| Stifel Financial Corp. | 0.00% | Add +6.9% | 13,379 | $604K |
| Perigon Wealth Management, LLC | 0.02% | Add +16.7% | 13,220 | $597K |
| National Wealth Management Group, LLC | 0.46% | Add +9.3% | 13,156 | $594K |
| Dohj, LLC | 0.16% | New | 13,044 | $589K |
| Coldstream Capital Management Inc. | 0.01% | Add +3.9% | 12,377 | $559K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.0% | 12,361 | $558K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.7% | 11,853 | $535K |
| West Wealth Group, LLC | 0.19% | Reduce -1.5% | 11,630 | $525K |
| Wade Financial Advisory, Inc | 0.19% | Add +42.8% | 11,514 | $520K |
| Financial Counselors Inc. | 0.01% | Reduce -0.2% | 11,452 | $517K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +24.6% | 11,303 | $510K |
| Ascent Group, LLC | 0.04% | Reduce -0.4% | 11,140 | $503K |
| Copperleaf Capital, LLC | 0.42% | Reduce -1.4% | 10,756 | $486K |
| Physician Wealth Advisors, Inc. | 0.10% | Reduce -4.2% | 11,226 | $481K |
| MAI Capital Management | 0.00% | Add +64.6% | 10,254 | $463K |
| Magnus Financial Group LLC | 0.05% | Add +63.3% | 10,143 | $458K |
| CoreCap Advisors, LLC | 0.02% | Reduce -6.7% | 10,044 | $453K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -6.7% | 9,396 | $424K |
| LifePlan Investment Advisors, Inc. | 0.34% | Add +1.4% | 9,328 | $421K |
| Buttonwood Financial Group, LLC | 0.24% | Add +29.4% | 9,072 | $410K |
| CreativeOne Wealth, LLC | 0.02% | New | 9,002 | $406K |
| Betterment LLC | 0.00% | Reduce -9.7% | 8,770 | $396K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -10.3% | 8,509 | $384K |
| Agf Management Ltd. | 0.00% | Add +5.0% | 8,400 | $379K |
| Buck Wealth Strategies, LLC | 0.13% | New | 8,335 | $376K |
| Financial Gravity Asset Management, Inc. | 0.10% | No change | 9,192 | $366K |
| UBS Group AG | 0.00% | Reduce -11.7% | 7,563 | $341K |
| WBH Advisory Inc. | 0.03% | Add +4.2% | 7,351 | $332K |
| Gen-Wealth Partners Inc | 0.16% | — | 7,272 | $328K |
| Creative Planning | 0.00% | Reduce -49.6% | 7,192 | $325K |
| Tortoise Investment Management, LLC | 0.04% | Add +1.2% | 6,902 | $312K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -7.2% | 6,820 | $308K |
| Monterey Private Wealth, Inc. | 0.12% | New | 6,780 | $306K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.4% | 6,695 | $302K |
| Tempus Wealth Planning, LLC | 0.13% | Add +11.7% | 6,671 | $301K |
| Susquehanna International Group, LLP | 0.00% | Add +2.1% | 6,448 | $291K |
| Advisory Services Network, LLC | 0.01% | Add +1.9% | 6,328 | $286K |
| Valmark Advisers, Inc. | 0.00% | No change | 6,239 | $282K |
| Raymond James & Associates | 0.00% | Reduce -72.2% | 6,142 | $277K |
| Spire Wealth Management | 0.01% | Reduce -9.6% | 6,092 | $275K |
| Goldstein Advisors, LLC | 0.05% | Reduce -0.6% | 6,034 | $272K |
| AE Wealth Management LLC | 0.00% | Reduce -71.0% | 5,852 | $264K |
| My Legacy Advisors, LLC | 0.09% | New | 5,740 | $259K |
| Beacon Financial Group | 0.03% | Reduce -8.8% | 5,722 | $258K |
| Theory Financial LLC | 0.13% | New | 5,618 | $254K |
| Baker Tilly Wealth Management, LLC | 0.05% | Reduce -10.4% | 5,612 | $253K |
| Transcend Capital Advisors, LLC | 0.02% | New | 5,546 | $250K |
| Keel Point, LLC | 0.03% | No change | 5,466 | $247K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.3% | 5,402 | $244K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 5,237 | $236K |
| Claro Advisors Inc. | 0.04% | New | 5,151 | $233K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.3% | 5,077 | $229K |
| JB Capital LLC | 0.01% | New | 5,002 | $226K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.8% | 4,977 | $225K |
| HighTower Advisors, LLC | 0.00% | New | 4,942 | $224K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -9.0% | 4,940 | $223K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -4.8% | 4,888 | $221K |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -5.1% | 4,887 | $221K |
| NewEdge Advisors, LLC | 0.00% | New | 4,870 | $220K |
| Sugarloaf Wealth Management, LLC | 0.05% | Add +6.1% | 4,852 | $219K |
| Zacks Investment Management | 0.00% | New | 4,840 | $219K |
| Capital Analysts, LLC | 0.01% | Add +23.8% | 4,837 | $218K |
| Hoxton Planning & Management, LLC | 0.10% | New | 4,724 | $213K |
| Concentric Wealth Management, LLC | 0.06% | New | 4,709 | $213K |
| Old Mission Capital LLC | 0.01% | New | 4,700 | $212K |
| Creative Financial Designs Inc. | 0.02% | Reduce -2.3% | 4,395 | $198K |
| Comerica Bank | 0.00% | Reduce -6.9% | 3,433 | $155K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -7.3% | 3,327 | $150K |
| Principal Securities, Inc. | 0.00% | No change | 2,922 | $132K |
| Continuum Advisory, LLC | 0.02% | New | 2,311 | $102K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 2,110 | $90K |
| Milestone Investment Advisors LLC | 0.02% | Reduce -0.9% | 1,920 | $87K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -3.5% | 1,912 | $86K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +4.7% | 1,773 | $80K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Add +1.1% | 1,771 | $80K |
| Raelipskie Partnership | 0.04% | No change | 1,675 | $76K |
| WealthShield Partners, LLC | 0.01% | Add +6.8% | 1,485 | $67K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.5% | 1,400 | $63K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,113 | $50K |
| Bank of Montreal | 0.00% | Reduce -86.0% | 1,042 | $47K |
| Hanson & Doremus Investment Management | 0.01% | New | 960 | $43K |
| Lanark Financial, Inc. | 0.00% | No change | 780 | $35K |
| Birchbrook, Inc. | 0.02% | Reduce -14.9% | 604 | $27K |
| Archer Investment Corp | 0.01% | No change | 570 | $26K |
| Jones Financial Companies LLLP | 0.00% | New | 562 | $25K |
| CVA Family Office, LLC | 0.00% | No change | 526 | $24K |
| Global Financial Private Client, LLC | 0.01% | Add +2.8% | 407 | $18K |
| Aspire Private Capital, LLC | 0.00% | Reduce -4.5% | 378 | $17K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 284 | $13K |
| NBT Bank, N.A. | 0.00% | Reduce -64.5% | 162 | $11K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 238 | $11K |
| LGT Financial Advisors LLC | 0.01% | No change | 224 | $10K |
| PSI Advisors, LLC | 0.00% | No change | 184 | $8K |
| First Manhattan Co. Llc. | 0.00% | No change | 150 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 110 | $5K |
| Kelly Financial Services LLC | 0.00% | No change | 81 | $4K |
| Mather Group, Llc. | 0.00% | New | 70 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 53 | $2K |
"% 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.