iShares ESG Advance MSCI USAUSXFETF
13F holders, Q3 2024 (September 30)231holders +18
25new positions
9sold out
$49.12avg. 13F price*
At the end of Q3 2024, 231 institutions reported holding iShares ESG Advance MSCI USA (USXF) in their 13F filings, up 18 from Q2 2024. 25 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($223.5M), BlackRock, Inc. ($131.9M) and Envestnet Portfolio Solutions, Inc. ($66.7M).
- Company
- iShares ESG Advance MSCI USA
- CUSIP
- 46436E767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $7.5M |
| Exits | 9 | $4.5M |
All 13F filers, Q2 2024 → Q3 2024: 847,687 shares bought and 700,978 shares sold, net +146,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 231 holders
| Envestnet Asset Management Inc. | 0.07% | Add +0.5% | 4,552,890 | $223.5M |
| BlackRock, Inc. | 0.00% | — | 2,687,160 | $131.9M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Add +0.7% | 1,359,117 | $66.7M |
| SigFig Wealth Management, LLC | 1.11% | Add +3.1% | 623,487 | $30.6M |
| LPL Financial LLC | 0.01% | Add +4.1% | 586,101 | $28.8M |
| Sei Investments Co. | 0.03% | Add +20.9% | 482,070 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 475,561 | $23.3M |
| Park Avenue Securities LLC | 0.22% | Reduce -0.2% | 396,025 | $19.4M |
| Mackenzie Financial Corp. | 0.03% | Add +5.9% | 377,237 | $18.5M |
| Federation des caisses Desjardins du Quebec | 0.07% | Add +31.5% | 302,059 | $14.8M |
| Allworth Financial LP | 0.09% | Add +1.8% | 298,169 | $14.6M |
| MML Investors Services, LLC | 0.05% | Reduce -4.5% | 265,902 | $13.1M |
| Cetera Investment Advisers | 0.03% | Add +9.0% | 247,536 | $12.1M |
| Financial Connections Group, Inc. | 5.05% | Add +7.8% | 209,451 | $10.3M |
| Spinnaker Trust | 0.61% | Add +23.7% | 202,964 | $10.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +35.4% | 202,305 | $9.9M |
| Balanced Rock Investment Advisors LLC | 7.68% | Reduce -0.5% | 199,653 | $9.8M |
| Invera Wealth Advisors, LLC | 8.84% | Add +1.0% | 170,513 | $8.9M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +0.6% | 132,528 | $6.5M |
| Royal Bank of Canada | 0.00% | Add +7.1% | 132,471 | $6.5M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -77.5% | 131,245 | $6.4M |
| One Wealth Advisors, LLC | 0.84% | Reduce -1.1% | 112,101 | $5.5M |
| Cerity Partners LLC | 0.01% | Reduce -23.4% | 97,275 | $4.8M |
| Bank of America Corp. | 0.00% | Add +34.1% | 93,780 | $4.6M |
| Morgan Stanley | 0.00% | Add +11.4% | 91,590 | $4.5M |
| Assetmark, Inc. | 0.01% | Add +14.0% | 91,316 | $4.5M |
| Integrated Wealth Concepts LLC | 0.05% | Add +70.9% | 90,422 | $4.4M |
| Regatta Capital Group, LLC | 0.81% | Add +15.3% | 85,560 | $4.2M |
| Optas, LLC | 0.91% | Add +1.9% | 80,821 | $4.0M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -1.3% | 78,836 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.1% | 78,258 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +22.7% | 77,700 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +21.0% | 75,729 | $3.7M |
| Walkner Condon Financial Advisors LLC | 0.76% | Reduce -27.1% | 75,717 | $3.7M |
| Morningstar Investment Services LLC | 0.04% | Add +24.8% | 71,854 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.6% | 71,672 | $3.5M |
| Accredited Investors Inc. | 0.20% | Reduce -1.0% | 70,241 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +9.1% | 65,880 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.2% | 69,351 | $3.4M |
| Horst & Graben Wealth Management LLC | 0.61% | Add +2.7% | 69,353 | $3.4M |
| Atwater Malick LLC | 1.06% | Add +10.4% | 67,235 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +8.2% | 66,482 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.4% | 65,484 | $3.2M |
| GenWealth Group, Inc. | 0.73% | Reduce -4.9% | 64,633 | $3.2M |
| Sharkey, Howes & Javer | 0.42% | Add +0.1% | 59,493 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Add +0.2% | 58,805 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.5% | 50,579 | $2.5M |
| Equita Financial Network, Inc. | 0.89% | Add +23.1% | 49,773 | $2.4M |
| Prudential Financial Inc. | 0.00% | Add +14.8% | 46,949 | $2.3M |
| Gould Asset Management LLC | 0.45% | No change | 42,725 | $2.1M |
| Ally Invest Advisors Inc. | 0.18% | Add +9.1% | 40,600 | $2.0M |
| Opes Wealth Management LLC | 0.37% | Add +4.3% | 39,484 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +1.8% | 37,891 | $1.9M |
| Financial Advisors, LLC | 0.35% | Add +135.8% | 37,829 | $1.9M |
| Dohj, LLC | 0.43% | Add +81.5% | 37,677 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 36,982 | $1.8M |
| Ramiah Investment Group | 1.68% | Reduce -0.2% | 36,353 | $1.8M |
| Elios Financial Group Inc. | 0.82% | — | 36,329 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.9% | 32,609 | $1.6M |
| Diversify Advisory Services, LLC | 0.08% | Reduce -8.9% | 30,332 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.6% | 31,258 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.6% | 31,013 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +74.1% | 29,945 | $1.5M |
| Skyline Advisors, Inc. | 0.59% | Reduce -0.1% | 29,185 | $1.4M |
| Halbert Hargrove Global Advisors, LLC | 0.08% | Reduce -0.7% | 28,722 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Add +17.8% | 28,344 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 28,405 | $1.4M |
| Austin Private Wealth, LLC | 0.13% | Add +6.0% | 27,617 | $1.4M |
| Mgo One Seven LLC | 0.06% | Add +6.0% | 27,057 | $1.3M |
| FMR LLC | 0.00% | Add +20.5% | 26,872 | $1.3M |
| RKL Wealth Management LLC | 0.12% | Add +0.3% | 26,697 | $1.3M |
| VERITY Wealth Advisors | 0.90% | No change | 26,031 | $1.3M |
| First Horizon Advisors, Inc. | 0.03% | Add +3.5% | 24,969 | $1.2M |
| Diversified Trust Co. | 0.03% | No change | 24,811 | $1.2M |
| MA Private Wealth | 0.22% | Add +1.0% | 23,623 | $1.2M |
| Hart & Patterson Financial Group LLC | 0.55% | Reduce -1.2% | 23,595 | $1.2M |
| Sandbox Financial Partners, LLC | 0.39% | Reduce -8.1% | 22,467 | $1.1M |
| Wealth Alliance, LLC | 0.13% | Reduce -2.8% | 22,400 | $1.1M |
| Regal Investment Advisors LLC | 0.08% | Add +8.1% | 22,262 | $1.1M |
| Amara Financial, Llc. | 1.03% | — | 21,887 | $1.1M |
| Magnus Financial Group LLC | 0.10% | Add +29.3% | 20,485 | $1.0M |
| Clarius Group, LLC | 0.07% | Add +0.0% | 20,348 | $999K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.7% | 20,211 | $992K |
| Shotwell Rutter Baer Inc | 0.81% | Add +5.9% | 20,006 | $983K |
| Townsquare Capital LLC | 0.01% | Add +7.6% | 19,746 | $969K |
| Farther Finance Advisors, LLC | 0.04% | Add +11.9% | 19,601 | $962K |
| World Investment Advisors | 0.03% | Reduce -0.3% | 18,911 | $928K |
| Crew Capital Management, Ltd | 0.72% | No change | 18,168 | $892K |
| F/m Investments LLC | 0.03% | New | 18,168 | $891K |
| Cwm, LLC | 0.00% | Reduce -0.4% | 17,742 | $871K |
| National Wealth Management Group, LLC | 0.58% | Add +9.6% | 17,416 | $855K |
| Keystone Financial Services | 0.32% | Add +0.4% | 17,011 | $835K |
| CW Advisors, LLC | 0.01% | Reduce -3.5% | 16,544 | $812K |
| Wrapmanager Inc. | 0.21% | Reduce -2.6% | 16,394 | $805K |
| JMG Financial Group, Ltd. | 0.03% | Add +0.7% | 16,233 | $797K |
| Maia Wealth LLC | 0.20% | Add +3.2% | 15,866 | $796K |
| Flow Traders U.S. LLC | 0.04% | New | 15,812 | $776K |
| Susquehanna International Group, LLP | 0.00% | Add +12.5% | 15,626 | $767K |
| Pine Harbor Wealth Management, LLC | 0.37% | No change | 15,161 | $744K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +2.7% | 15,106 | $741K |
"% 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.