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 |
| One Wealth Management Investment & Advisory Services, LLC | 0.29% | Reduce -5.0% | 15,544 | $724K |
| Van Hulzen Asset Management, LLC | 0.05% | No change | 15,448 | $720K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -1.2% | 15,292 | $712K |
| Pine Harbor Wealth Management, LLC | 0.42% | New | 15,161 | $706K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +597.2% | 14,711 | $695K |
| Strategic Blueprint, LLC | 0.05% | Reduce -5.9% | 14,828 | $691K |
| Sowell Financial Services LLC | 0.03% | Reduce -0.2% | 14,509 | $676K |
| Susquehanna International Group, LLP | 0.00% | Add +115.4% | 13,888 | $647K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -4.7% | 13,868 | $646K |
| Marcum Wealth, LLC | 0.06% | Add +0.0% | 13,867 | $646K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.9% | 13,711 | $639K |
| Aufman Associates Inc | 0.45% | Add +0.2% | 13,571 | $632K |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 13,483 | $628K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -31.4% | 13,183 | $614K |
| Wade Financial Advisory, Inc | 0.22% | Add +11.9% | 12,882 | $600K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -30.3% | 12,847 | $598K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +12.7% | 12,737 | $593K |
| Copperleaf Capital, LLC | 0.46% | Add +15.4% | 12,411 | $578K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.5% | 12,315 | $574K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.7% | 12,291 | $573K |
| Atria Investments, Inc | 0.01% | New | 12,042 | $561K |
| Physician Wealth Advisors, Inc. | 0.10% | Reduce -1.9% | 11,016 | $535K |
| West Wealth Group, LLC | 0.19% | Reduce -3.2% | 11,254 | $524K |
| Wealthgarden F.S. LLC | 0.55% | — | 11,237 | $523K |
| MAI Capital Management | 0.00% | Add +4.5% | 10,713 | $499K |
| Financial Counselors Inc. | 0.01% | Reduce -10.1% | 10,294 | $479K |
| CoreCap Advisors, LLC | 0.05% | Add +1.1% | 10,160 | $473K |
| Maiden Cove Capital, LLC | 1.02% | — | 10,454 | $470K |
| Highland Financial Advisors, LLC | 0.17% | New | 9,828 | $458K |
| Buttonwood Financial Group, LLC | 0.26% | Add +7.0% | 9,706 | $450K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -0.3% | 9,366 | $436K |
| LifePlan Investment Advisors, Inc. | 0.29% | Reduce -6.4% | 8,727 | $407K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -5.5% | 8,506 | $396K |
| Financial Gravity Asset Management, Inc. | 0.10% | Reduce -8.4% | 8,420 | $392K |
| Valmark Advisers, Inc. | 0.01% | Add +28.1% | 7,990 | $372K |
| Ascent Group, LLC | 0.03% | Reduce -31.0% | 7,687 | $358K |
| UBS Group AG | 0.00% | Add +1.2% | 7,652 | $356K |
| Spectrum Planning & Advisory Services Inc. | 0.34% | — | 7,606 | $354K |
| Tempus Wealth Planning, LLC | 0.15% | Add +13.7% | 7,587 | $353K |
| My Legacy Advisors, LLC | 0.11% | Add +32.0% | 7,578 | $353K |
| WBH Advisory Inc. | 0.04% | Add +2.1% | 7,503 | $349K |
| Gen-Wealth Partners Inc | 0.17% | Add +3.1% | 7,495 | $349K |
| Creative Planning | 0.00% | Add +0.9% | 7,260 | $338K |
| Agf Management Ltd. | 0.00% | Reduce -14.3% | 7,200 | $335K |
| Tortoise Investment Management, LLC | 0.04% | No change | 6,902 | $321K |
| Betterment LLC | 0.00% | Reduce -21.8% | 6,856 | $319K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 6,820 | $318K |
| Raymond James & Associates | 0.00% | Add +10.9% | 6,809 | $317K |
| Monterey Private Wealth, Inc. | 0.12% | Add +0.2% | 6,793 | $316K |
| Savvy Advisors, Inc. | 0.10% | New | 6,759 | $315K |
| NewEdge Advisors, LLC | 0.00% | Add +38.5% | 6,746 | $314K |
| Private Advisor Group, LLC | 0.00% | Add +29.8% | 6,592 | $307K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.3% | 6,543 | $305K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +31.1% | 6,408 | $298K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.1% | 6,324 | $295K |
| Beacon Financial Group | 0.03% | Add +9.8% | 6,285 | $293K |
| Goldstein Advisors, LLC | 0.05% | Reduce -1.3% | 5,958 | $278K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -30.1% | 5,944 | $277K |
| AE Wealth Management LLC | 0.00% | Reduce -0.2% | 5,842 | $272K |
| Old Mission Capital LLC | 0.01% | Add +18.4% | 5,563 | $259K |
| Theory Financial LLC | 0.12% | Reduce -1.3% | 5,544 | $258K |
| Claro Advisors Inc. | 0.04% | Add +7.0% | 5,511 | $257K |
| Capital Analysts, LLC | 0.01% | Add +13.6% | 5,497 | $256K |
| Keel Point, LLC | 0.02% | No change | 5,466 | $252K |
| Wedbush Securities Inc. | 0.01% | Add +0.0% | 5,404 | $252K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.2% | 5,247 | $244K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -8.1% | 5,098 | $237K |
| Braun-Bostich & Associates Inc. | 0.17% | New | 5,027 | $234K |
| US Bancorp \de | 0.00% | New | 5,015 | $234K |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 4,967 | $232K |
| Mercer Global Advisors Inc. | 0.00% | No change | 4,977 | $232K |
| Sugarloaf Wealth Management, LLC | 0.04% | No change | 4,852 | $226K |
| Zacks Investment Management | 0.00% | Reduce -0.1% | 4,835 | $225K |
| JB Capital LLC | 0.01% | Reduce -4.4% | 4,781 | $223K |
| Concentric Wealth Management, LLC | 0.06% | Add +0.2% | 4,718 | $220K |
| Focus Financial Network, Inc. | 0.01% | New | 4,567 | $216K |
| Hoxton Planning & Management, LLC | 0.10% | Reduce -1.9% | 4,633 | $216K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -8.6% | 4,514 | $213K |
| Northern Capital Management, Inc. | 0.14% | New | 4,455 | $208K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.7% | 4,363 | $203K |
| Comerica Bank | 0.00% | Add +6.4% | 3,652 | $170K |
| JFS Wealth Advisors, LLC | 0.01% | Add +5.1% | 3,498 | $163K |
| Milestone Investment Advisors LLC | 0.04% | Add +72.9% | 3,319 | $155K |
| Principal Securities, Inc. | 0.00% | No change | 2,922 | $136K |
| Continuum Advisory, LLC | 0.02% | Add +22.1% | 2,822 | $131K |
| PNC Financial Services Group, Inc. | 0.00% | Add +46.1% | 2,046 | $95K |
| AdvisorNet Financial, Inc | 0.01% | Add +3.5% | 1,978 | $92K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +68.4% | 1,874 | $87K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +4.4% | 1,851 | $86K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -4.6% | 1,689 | $79K |
| Raelipskie Partnership | 0.04% | No change | 1,675 | $78K |
| WealthShield Partners, LLC | 0.01% | No change | 1,485 | $69K |
| Hanson & Doremus Investment Management | 0.01% | Add +24.3% | 1,193 | $56K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 1,074 | $50K |
| Bank of Montreal | 0.00% | Reduce -11.7% | 920 | $44K |
| ORG Partners LLC | 0.01% | New | 920 | $43K |
| Lanark Financial, Inc. | 0.00% | Add +5.8% | 825 | $38K |
| Global Retirement Partners, LLC | 0.00% | New | 712 | $33K |
| Birchbrook, Inc. | 0.02% | No change | 604 | $28K |
| Archer Investment Corp | 0.01% | No change | 570 | $27K |
| CVA Family Office, LLC | 0.00% | No change | 526 | $25K |
| Global Financial Private Client, LLC | 0.01% | Add +3.7% | 422 | $20K |
| NBT Bank, N.A. | 0.00% | No change | 162 | $11K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 238 | $11K |
| LGT Financial Advisors LLC | 0.02% | Add +0.5% | 225 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -23.9% | 216 | $10K |
| PSI Advisors, LLC | 0.00% | Add +0.5% | 185 | $9K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 184 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 100 | $5K |
| Kelly Financial Services LLC | 0.00% | Add +16.1% | 94 | $4K |
| Mather Group, Llc. | 0.00% | Reduce -2.9% | 68 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 45 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 33 | $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.