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 |
| Strategic Blueprint, LLC | 0.05% | Add +1.6% | 15,067 | $740K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -3.6% | 14,744 | $724K |
| Wade Financial Advisory, Inc | 0.24% | Add +13.9% | 14,678 | $720K |
| Van Hulzen Asset Management, LLC | 0.05% | Reduce -7.4% | 14,309 | $702K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +7.3% | 13,671 | $671K |
| Sowell Financial Services LLC | 0.03% | Reduce -5.9% | 13,657 | $670K |
| Aufman Associates Inc | 0.43% | Add +0.0% | 13,572 | $666K |
| RFG Advisory, LLC | 0.02% | New | 13,527 | $664K |
| Marcum Wealth, LLC | 0.06% | Reduce -2.8% | 13,485 | $662K |
| Physician Wealth Advisors, Inc. | 0.12% | Add +16.8% | 12,870 | $646K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -8.7% | 12,658 | $621K |
| Atria Investments, Inc | 0.01% | Add +4.6% | 12,601 | $618K |
| Stifel Financial Corp. | 0.00% | Reduce -6.6% | 12,591 | $618K |
| Copperleaf Capital, LLC | 0.47% | Reduce -0.2% | 12,384 | $608K |
| Maiden Cove Capital, LLC | 0.94% | Add +18.0% | 12,335 | $605K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.1% | 12,302 | $604K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -25.6% | 12,235 | $601K |
| Elevation Point Wealth Partners, LLC | 0.06% | Reduce -8.6% | 12,044 | $591K |
| Flputnam Investment Management Co. | 0.01% | Reduce -41.8% | 11,853 | $582K |
| Wealthgarden F.S. LLC | 0.55% | Add +2.3% | 11,490 | $564K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -7.8% | 11,336 | $556K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.4% | 11,318 | $555K |
| Stewardship Advisors, LLC | 0.15% | New | 11,054 | $543K |
| West Wealth Group, LLC | 0.17% | Reduce -2.5% | 10,969 | $538K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -72.7% | 10,829 | $532K |
| MAI Capital Management | 0.01% | Add +0.1% | 10,724 | $526K |
| Buttonwood Financial Group, LLC | 0.31% | Add +8.9% | 10,570 | $519K |
| Private Advisor Group, LLC | 0.00% | Add +58.5% | 10,450 | $513K |
| CoreCap Advisors, LLC | 0.02% | Add +1.1% | 10,267 | $504K |
| Sound View Wealth Advisors Group, LLC | 0.04% | New | 9,910 | $486K |
| Highland Financial Advisors, LLC | 0.17% | No change | 9,828 | $482K |
| CreativeOne Wealth, LLC | 0.02% | Add +11.0% | 9,442 | $463K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -26.3% | 9,465 | $463K |
| Venturi Wealth Management, LLC | 0.02% | Add +0.6% | 9,422 | $462K |
| Raymond James & Associates | 0.00% | Add +33.3% | 9,077 | $445K |
| Central Pacific Bank - Trust Division | 0.06% | New | 9,043 | $444K |
| Spectrum Planning & Advisory Services Inc. | 0.42% | Add +17.6% | 8,948 | $439K |
| Eq LLC | 0.22% | New | 8,842 | $434K |
| LifePlan Investment Advisors, Inc. | 0.28% | Add +1.0% | 8,816 | $433K |
| Tortoise Investment Management, LLC | 0.04% | Add +20.9% | 8,342 | $409K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +58.8% | 8,331 | $409K |
| Gen-Wealth Partners Inc | 0.18% | Add +8.5% | 8,130 | $408K |
| Perennial Investment Advisors, LLC | 0.05% | New | 7,781 | $382K |
| UBS Group AG | 0.00% | Add +1.3% | 7,748 | $380K |
| WBH Advisory Inc. | 0.04% | Add +3.0% | 7,732 | $379K |
| Creative Planning | 0.00% | Add +6.3% | 7,718 | $379K |
| Ascent Group, LLC | 0.03% | Reduce -0.3% | 7,663 | $376K |
| My Legacy Advisors, LLC | 0.15% | Add +0.0% | 7,581 | $372K |
| HighTower Advisors, LLC | 0.00% | Add +51.8% | 7,540 | $371K |
| Agf Management Ltd. | 0.00% | Add +4.2% | 7,500 | $368K |
| Tempus Wealth Planning, LLC | 0.13% | Reduce -1.6% | 7,467 | $366K |
| Valmark Advisers, Inc. | 0.01% | Reduce -11.1% | 7,101 | $349K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +8.6% | 6,956 | $341K |
| Savvy Advisors, Inc. | 0.07% | Add +2.5% | 6,930 | $340K |
| Curtis Advisory Group, LLC | 0.10% | New | 6,900 | $339K |
| Betterment LLC | 0.00% | Add +0.4% | 6,884 | $338K |
| Centurion Wealth Management LLC | 0.11% | — | 6,823 | $335K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 6,820 | $335K |
| Monterey Private Wealth, Inc. | 0.11% | Add +0.3% | 6,811 | $334K |
| Milestone Investment Advisors LLC | 0.09% | Add +104.5% | 6,786 | $333K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.1% | 6,537 | $321K |
| Beacon Financial Group | 0.03% | Add +0.1% | 6,289 | $309K |
| Theory Financial LLC | 0.13% | Add +11.9% | 6,204 | $305K |
| Advisory Services Network, LLC | 0.01% | No change | 6,324 | $295K |
| US Bancorp \de | 0.00% | Add +18.8% | 5,957 | $292K |
| Apollon Wealth Management, LLC | 0.01% | No change | 5,944 | $292K |
| AE Wealth Management LLC | 0.00% | Add +1.4% | 5,927 | $291K |
| Claro Advisors Inc. | 0.04% | Add +6.9% | 5,889 | $289K |
| Capital Analysts, LLC | 0.01% | Add +6.2% | 5,840 | $287K |
| IHT Wealth Management, LLC | 0.01% | New | 5,790 | $282K |
| Goldstein Advisors, LLC | 0.04% | Reduce -4.7% | 5,681 | $279K |
| NewEdge Advisors, LLC | 0.00% | Reduce -16.9% | 5,604 | $275K |
| Braun-Bostich & Associates Inc. | 0.19% | Add +11.3% | 5,595 | $275K |
| Keel Point, LLC | 0.02% | No change | 5,466 | $268K |
| Wedbush Securities Inc. | 0.01% | Add +0.6% | 5,435 | $267K |
| Hoxton Planning & Management, LLC | 0.10% | Add +15.8% | 5,366 | $263K |
| Elmwood Wealth Management, Inc. | 0.11% | New | 5,322 | $261K |
| Captrust Financial Advisors | 0.00% | New | 5,148 | $253K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -0.6% | 5,069 | $249K |
| Ameriprise Financial Inc. | 0.00% | New | 4,977 | $244K |
| Zacks Investment Management | 0.00% | Add +1.6% | 4,911 | $241K |
| Gateway Wealth Partners, LLC | 0.07% | New | 4,900 | $240K |
| JB Capital LLC | 0.01% | Add +0.6% | 4,811 | $236K |
| Sugarloaf Wealth Management, LLC | 0.04% | Reduce -1.1% | 4,798 | $235K |
| Concentric Wealth Management, LLC | 0.06% | Add +0.3% | 4,731 | $232K |
| Pallas Capital Advisors LLC | 0.01% | Add +1.0% | 4,560 | $229K |
| Talisman Wealth Advisors LLC | 0.24% | New | 4,653 | $228K |
| Focus Financial Network, Inc. | 0.01% | Add +0.2% | 4,576 | $225K |
| Northern Capital Management, Inc. | 0.14% | No change | 4,455 | $219K |
| Capital Asset Advisory Services LLC | 0.01% | New | 4,344 | $216K |
| Trilogy Capital Inc. | 0.01% | New | 4,365 | $214K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.2% | 4,356 | $214K |
| Simplicity Wealth,LLC | 0.02% | New | 4,310 | $212K |
| Emergent Wealth Advisors, LLC | 0.15% | New | 4,086 | $201K |
| Financial Gravity Companies, Inc. | 0.05% | — | 3,675 | $180K |
| Comerica Bank | 0.00% | No change | 3,652 | $179K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 3,469 | $170K |
| Principal Securities, Inc. | 0.00% | No change | 2,922 | $143K |
| Continuum Advisory, LLC | 0.02% | Reduce -10.5% | 2,526 | $131K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,978 | $97K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.1% | 1,876 | $92K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 1,851 | $91K |
| Raelipskie Partnership | 0.04% | Add +7.5% | 1,800 | $88K |
| Global Retirement Partners, LLC | 0.00% | Add +146.1% | 1,752 | $86K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Add +1.3% | 1,711 | $84K |
| WealthShield Partners, LLC | 0.01% | No change | 1,485 | $73K |
| Hanson & Doremus Investment Management | 0.01% | Add +20.1% | 1,433 | $70K |
| Bank of Montreal | 0.00% | Add +53.7% | 1,414 | $69K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -38.2% | 1,265 | $62K |
| GeoWealth Management, LLC | 0.00% | New | 954 | $47K |
| ORG Partners LLC | 0.01% | No change | 920 | $45K |
| Lanark Financial, Inc. | 0.00% | No change | 825 | $40K |
| Clarity Asset Management, Inc. | 0.03% | New | 754 | $37K |
| Geneos Wealth Management Inc. | 0.00% | New | 724 | $36K |
| NBT Bank, N.A. | 0.00% | Add +308.6% | 662 | $32K |
| Archer Investment Corp | 0.01% | No change | 570 | $28K |
| Birchbrook, Inc. | 0.01% | Reduce -9.8% | 545 | $27K |
| CVA Family Office, LLC | 0.00% | No change | 526 | $26K |
| Ascentis Independent Advisors | 0.00% | New | 483 | $24K |
| Global Financial Private Client, LLC | 0.01% | No change | 422 | $21K |
| Copley Financial Group, Inc. | 0.02% | — | 340 | $17K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Add +17.6% | 280 | $14K |
| LGT Financial Advisors LLC | 0.03% | No change | 225 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 216 | $11K |
| PSI Advisors, LLC | 0.00% | No change | 185 | $9K |
| Mather Group, Llc. | 0.00% | Add +95.6% | 133 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 100 | $5K |
| Raleigh Capital Management Inc. | 0.00% | New | 58 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 33 | $2K |
| Bristlecone Advisors, LLC | 0.00% | New | 3 | $148 |
"% 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.