iShares ESG Advance MSCI USAUSXFETF
13F holders, Q2 2024 (June 30)213holders +9
20new positions
15sold out
1famous investor
$46.57avg. 13F price*
At the end of Q2 2024, 213 institutions reported holding iShares ESG Advance MSCI USA (USXF) in their 13F filings, up 9 from Q1 2024. 20 opened new positions and 15 sold out. The largest holders were Envestnet Asset Management Inc. ($211.0M), BlackRock Inc. ($125.4M) and Envestnet Portfolio Solutions, Inc. ($62.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Advance MSCI USA
- CUSIP
- 46436E767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $10.5M |
| Exits | 15 | $9.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,185,632 shares bought and 405,928 shares sold, net +779,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 213 holders
| Envestnet Asset Management Inc. | 0.07% | Add +0.8% | 4,529,536 | $211.0M |
| BlackRock Inc. | 0.00% | Add +0.5% | 2,693,042 | $125.4M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Reduce -0.2% | 1,349,721 | $62.9M |
| SigFig Wealth Management, LLC | 1.06% | Add +8.4% | 604,534 | $28.2M |
| Rwa Wealth Partners, LLC | 0.36% | Add +5.2% | 583,583 | $27.2M |
| LPL Financial LLC | 0.01% | Add +23.3% | 563,079 | $26.2M |
| JPMorgan Chase & Co. | 0.00% | Add +7.5% | 476,310 | $22.2M |
| Sei Investments Co. | 0.03% | Add +133.6% | 398,850 | $18.6M |
| Park Avenue Securities LLC | 0.23% | Add +1.5% | 396,710 | $18.5M |
| Mackenzie Financial Corp. | 0.02% | Add +6.3% | 356,074 | $16.6M |
| Allworth Financial LP | 0.09% | Add +1.4% | 293,052 | $13.7M |
| MML Investors Services, LLC | 0.05% | Reduce -5.8% | 278,458 | $13.0M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +72.6% | 229,763 | $10.7M |
| Cetera Investment Advisers | 0.02% | Reduce -1.3% | 227,186 | $10.6M |
| Balanced Rock Investment Advisors LLC | 7.86% | Add +3.6% | 200,659 | $9.3M |
| Financial Connections Group, Inc. | 4.70% | Add +5.4% | 194,290 | $9.1M |
| Invera Wealth Advisors, LLC | 8.25% | Add +1.2% | 168,896 | $8.0M |
| Spinnaker Trust | 0.49% | Add +0.1% | 164,068 | $7.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +10.6% | 149,462 | $7.0M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -0.1% | 131,701 | $6.1M |
| Cerity Partners LLC | 0.02% | Add +26.8% | 126,900 | $5.9M |
| Royal Bank of Canada | 0.00% | Add +2.7% | 123,735 | $5.8M |
| One Wealth Advisors, LLC | 1.09% | Reduce -2.9% | 113,340 | $5.1M |
| Walkner Condon Financial Advisors LLC | 1.04% | Reduce -0.4% | 103,839 | $4.8M |
| Morgan Stanley | 0.00% | Add +10.9% | 82,223 | $3.8M |
| Assetmark, Inc. | 0.01% | Add +7.1% | 80,075 | $3.7M |
| United Capital Financial Advisors, LLC | 0.03% | Add +13.2% | 79,833 | $3.7M |
| Optas, LLC | 0.95% | Reduce -0.4% | 79,280 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.1% | 77,366 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +22.7% | 75,527 | $3.5M |
| Regatta Capital Group, LLC | 0.74% | Add +17.2% | 74,222 | $3.5M |
| Accredited Investors Inc. | 0.21% | Add +11.0% | 70,960 | $3.3M |
| Bank of America Corp. | 0.00% | Add +43.3% | 69,947 | $3.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +21.6% | 69,211 | $3.2M |
| GenWealth Group, Inc. | 0.78% | Reduce -0.7% | 67,963 | $3.2M |
| Horst & Graben Wealth Management LLC | 0.60% | Reduce -0.3% | 67,512 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +35.7% | 63,959 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +91.9% | 63,336 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.0% | 62,586 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | New | 61,474 | $2.9M |
| Atwater Malick LLC | 0.98% | Add +30.4% | 60,905 | $2.8M |
| Sharkey, Howes & Javer | 0.45% | Add +2.0% | 59,446 | $2.8M |
| Equitable Holdings, Inc. | 0.03% | Add +3.8% | 58,684 | $2.7M |
| Morningstar Investment Services LLC | 0.03% | Add +56.8% | 57,570 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | — | 60,413 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.1% | 52,901 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.5% | 48,870 | $2.3M |
| Gould Asset Management LLC | 0.46% | No change | 42,725 | $2.0M |
| Prudential Financial Inc. | 0.00% | Reduce -4.0% | 40,911 | $1.9M |
| Equita Financial Network, Inc. | 0.79% | Add +24.8% | 40,415 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | New | 39,600 | $1.8M |
| Opes Wealth Management LLC | 0.37% | No change | 37,874 | $1.8M |
| Sigma Planning Corp | 0.06% | Add +21.2% | 37,230 | $1.7M |
| Ally Invest Advisors Inc. | 0.17% | Reduce -3.0% | 37,227 | $1.7M |
| Ramiah Investment Group | 1.66% | Add +3.2% | 36,429 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 35,693 | $1.7M |
| Diversify Advisory Services, LLC | 0.09% | Add +2.1% | 33,300 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.1% | 32,913 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.8% | 32,771 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.8% | 30,831 | $1.4M |
| Skyline Advisors, Inc. | 0.59% | Add +0.4% | 29,205 | $1.4M |
| Halbert Hargrove Global Advisors, LLC | 0.08% | Add +0.1% | 28,909 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 28,405 | $1.3M |
| RKL Wealth Management LLC | 0.12% | Add +0.2% | 26,624 | $1.2M |
| Austin Private Wealth, LLC | 0.13% | Reduce -3.1% | 26,052 | $1.2M |
| VERITY Wealth Advisors | 0.91% | No change | 26,031 | $1.2M |
| TCWP LLC | 2.92% | Reduce -1.4% | 25,537 | $1.2M |
| Mgo One Seven LLC | 0.06% | Reduce -1.4% | 25,537 | $1.2M |
| Diversified Trust Co. | 0.03% | Add +6.4% | 24,811 | $1.2M |
| Sandbox Financial Partners, LLC | 0.44% | Add +1.4% | 24,454 | $1.1M |
| First Horizon Advisors, Inc. | 0.03% | Reduce -0.0% | 24,131 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +82.0% | 24,067 | $1.1M |
| Hart & Patterson Financial Group LLC | 0.55% | Reduce -6.1% | 23,879 | $1.1M |
| International Assets Investment Management, LLC | 0.10% | Reduce -0.4% | 23,695 | $1.1M |
| MA Private Wealth | 0.22% | No change | 23,399 | $1.1M |
| Wealth Alliance, LLC | 0.14% | Add +0.0% | 23,053 | $1.1M |
| FMR LLC | 0.00% | Reduce -0.7% | 22,304 | $1.0M |
| Dohj, LLC | 0.24% | Add +59.1% | 20,755 | $967K |
| Regal Investment Advisors LLC | 0.06% | Add +3.1% | 20,594 | $959K |
| Flputnam Investment Management Co. | 0.02% | New | 20,372 | $949K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.3% | 20,352 | $948K |
| Clarius Group, LLC | 0.07% | Add +0.0% | 20,345 | $948K |
| Shotwell Rutter Baer Inc | 0.79% | New | 18,896 | $896K |
| World Investment Advisors | 0.06% | Add +2.2% | 18,976 | $884K |
| Citadel Advisors | 0.00% | New | 18,460 | $860K |
| Townsquare Capital LLC | 0.01% | Add +3.0% | 18,355 | $855K |
| Crew Capital Management, Ltd | 0.68% | Reduce -4.0% | 18,168 | $846K |
| Cwm, LLC | 0.00% | Add +17.9% | 17,806 | $829K |
| Farther Finance Advisors, LLC | 0.04% | Add +10.5% | 17,520 | $813K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.7% | 17,201 | $801K |
| CW Advisors, LLC | 0.01% | Reduce -6.3% | 17,143 | $799K |
| Keystone Financial Services | 0.33% | Add +5.4% | 16,949 | $789K |
| Retirement Capital Strategies | 0.32% | Reduce -84.9% | 16,888 | $787K |
| Wrapmanager Inc. | 0.22% | Reduce -5.3% | 16,834 | $784K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +16.2% | 16,451 | $766K |
| JMG Financial Group, Ltd. | 0.03% | No change | 16,116 | $751K |
| Financial Advisors, LLC | 0.15% | No change | 16,042 | $747K |
| National Wealth Management Group, LLC | 0.56% | Add +20.8% | 15,893 | $740K |
| Maia Wealth LLC | 0.22% | — | 15,375 | $740K |
| Magnus Financial Group LLC | 0.08% | Add +56.2% | 15,844 | $738K |
"% 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.