iShares ESG Advance MSCI USAUSXFETF
13F holders, Q4 2024 (December 31)249holders +18
23new positions
18sold out
$49.83avg. 13F price*
At the end of Q4 2024, 249 institutions reported holding iShares ESG Advance MSCI USA (USXF) in their 13F filings, up 18 from Q3 2024. 23 opened new positions and 18 sold out. The largest holders were Envestnet Asset Management Inc. ($252.6M), BlackRock, Inc. ($132.1M) and Envestnet Portfolio Solutions, Inc. ($75.0M).
- Company
- iShares ESG Advance MSCI USA
- CUSIP
- 46436E767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $6.7M |
| Exits | 18 | $9.2M |
All 13F filers, Q3 2024 → Q4 2024: 2,273,874 shares bought and 385,516 shares sold, net +1,888,358 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 249 holders
| Envestnet Asset Management Inc. | 0.08% | Add +11.6% | 5,079,847 | $252.6M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 2,657,215 | $132.1M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Add +10.9% | 1,507,637 | $75.0M |
| LPL Financial LLC | 0.02% | Add +78.8% | 1,048,166 | $52.1M |
| SigFig Wealth Management, LLC | 1.17% | Add +4.1% | 649,148 | $32.4M |
| JPMorgan Chase & Co. | 0.00% | Add +28.1% | 609,056 | $30.3M |
| Sei Investments Co. | 0.03% | Add +7.0% | 515,956 | $25.7M |
| Mackenzie Financial Corp. | 0.03% | Add +23.5% | 465,904 | $23.2M |
| Park Avenue Securities LLC | 0.24% | Add +17.1% | 463,821 | $23.1M |
| Federation des caisses Desjardins du Quebec | 0.09% | Add +12.0% | 338,401 | $16.8M |
| Spinnaker Trust | 1.04% | Add +64.0% | 332,968 | $16.6M |
| Allworth Financial LP | 0.08% | Reduce -7.0% | 277,362 | $14.5M |
| MML Investors Services, LLC | 0.05% | Add +6.7% | 283,602 | $14.1M |
| Cetera Investment Advisers | 0.03% | Add +12.1% | 277,383 | $13.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +8.2% | 218,923 | $11.4M |
| Financial Connections Group, Inc. | 5.12% | Add +2.3% | 214,356 | $10.7M |
| Invera Wealth Advisors, LLC | 9.32% | Add +4.8% | 178,758 | $9.4M |
| Balanced Rock Investment Advisors LLC | 7.23% | Reduce -8.0% | 183,632 | $9.1M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +6.0% | 140,407 | $7.0M |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 130,958 | $6.5M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -2.1% | 128,547 | $6.4M |
| One Wealth Advisors, LLC | 0.89% | Add +7.2% | 120,212 | $6.0M |
| Assetmark, Inc. | 0.02% | Add +30.4% | 119,064 | $5.9M |
| Morgan Stanley | 0.00% | Add +27.1% | 116,451 | $5.8M |
| Cerity Partners LLC | 0.01% | Reduce -0.2% | 97,082 | $4.8M |
| Bank of America Corp. | 0.00% | Add +1.7% | 95,398 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +19.0% | 92,475 | $4.6M |
| Regatta Capital Group, LLC | 0.88% | Add +6.2% | 90,866 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +15.6% | 90,456 | $4.5M |
| United Capital Financial Advisors, LLC | 0.04% | Add +12.6% | 88,752 | $4.4M |
| Optas, LLC | 0.88% | Add +2.0% | 82,443 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.3% | 79,739 | $4.0M |
| Accredited Investors Inc. | 0.23% | Add +10.7% | 77,739 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.5% | 77,049 | $3.8M |
| Horst & Graben Wealth Management LLC | 0.67% | Add +8.4% | 75,155 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +5.9% | 73,439 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.3% | 72,207 | $3.6M |
| Walkner Condon Financial Advisors LLC | 0.72% | Reduce -5.7% | 71,416 | $3.6M |
| Pathstone Holdings, LLC | 0.02% | Add +3.4% | 68,706 | $3.4M |
| Atwater Malick LLC | 1.14% | Add +1.5% | 68,225 | $3.4M |
| Sharkey, Howes & Javer | 0.47% | Add +13.3% | 67,392 | $3.4M |
| Equitable Holdings, Inc. | 0.03% | Add +14.4% | 67,277 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -3.9% | 63,307 | $3.2M |
| GenWealth Group, Inc. | 0.71% | Reduce -3.4% | 62,437 | $3.1M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -34.3% | 59,390 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +16.2% | 58,757 | $2.9M |
| Davis Wealth Advisors, LLC | 3.17% | — | 58,054 | $2.9M |
| Equita Financial Network, Inc. | 0.88% | Reduce -1.3% | 49,115 | $2.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.82% | — | 43,274 | $2.2M |
| Gould Asset Management LLC | 0.45% | No change | 42,725 | $2.1M |
| Flow Traders U.S. LLC | 0.08% | Add +165.7% | 42,004 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +27.2% | 41,485 | $2.1M |
| Ally Invest Advisors Inc. | 0.18% | Add +2.1% | 41,470 | $2.1M |
| Opes Wealth Management LLC | 0.41% | Add +1.3% | 39,984 | $2.0M |
| Dohj, LLC | 0.46% | Add +5.8% | 39,872 | $2.0M |
| Financial Advisors, LLC | 0.36% | Add +0.2% | 37,904 | $1.9M |
| Perigon Wealth Management, LLC | 0.05% | Add +30.4% | 36,958 | $1.9M |
| Elios Financial Group Inc. | 0.84% | Reduce -1.4% | 35,829 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 35,693 | $1.8M |
| Sigma Planning Corp | 0.06% | Reduce -5.9% | 35,662 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +12.1% | 34,766 | $1.7M |
| Ramiah Investment Group | 1.55% | Reduce -6.0% | 34,176 | $1.7M |
| Austin Private Wealth, LLC | 0.15% | Add +13.5% | 31,342 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.0% | 31,268 | $1.6M |
| Mgo One Seven LLC | 0.06% | Add +15.4% | 31,217 | $1.6M |
| Skyline Advisors, Inc. | 0.60% | Add +6.9% | 31,186 | $1.6M |
| FMR LLC | 0.00% | Add +15.1% | 30,939 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +55.9% | 30,783 | $1.5M |
| Halbert Hargrove Global Advisors, LLC | 0.08% | Add +4.8% | 30,110 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +291.0% | 29,484 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 28,405 | $1.4M |
| Magnus Financial Group LLC | 0.13% | Add +33.7% | 27,392 | $1.4M |
| RKL Wealth Management LLC | 0.12% | Add +0.3% | 26,788 | $1.3M |
| Wealth Alliance, LLC | 0.16% | Add +17.1% | 26,222 | $1.3M |
| VERITY Wealth Advisors | 0.93% | No change | 26,031 | $1.3M |
| Regal Investment Advisors LLC | 0.10% | Add +14.4% | 25,461 | $1.3M |
| Diversified Trust Co. | 0.03% | Add +1.6% | 25,211 | $1.3M |
| RFG Advisory, LLC | 0.03% | Add +81.0% | 24,487 | $1.2M |
| International Assets Investment Management, LLC | 0.10% | New | 24,075 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Add +19.2% | 24,100 | $1.2M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -21.2% | 23,915 | $1.2M |
| Hart & Patterson Financial Group LLC | 0.57% | Add +0.1% | 23,622 | $1.2M |
| MA Private Wealth | 0.22% | Reduce -0.7% | 23,457 | $1.2M |
| Amara Financial, Llc. | 1.01% | Add +0.3% | 21,962 | $1.1M |
| Cwm, LLC | 0.00% | Add +22.9% | 21,796 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +91.3% | 21,655 | $1.1M |
| Raymond James Financial Inc. | 0.00% | — | 20,953 | $1.0M |
| World Investment Advisors | 0.03% | Add +10.7% | 20,932 | $1.0M |
| Sandbox Financial Partners, LLC | 0.35% | Reduce -7.4% | 20,814 | $1.0M |
| Clarius Group, LLC | 0.07% | Add +2.2% | 20,789 | $1.0M |
| One Wealth Capital Management, LLC | 0.51% | — | 20,334 | $1.0M |
| Sagespring Wealth Partners, LLC | 0.03% | — | 20,213 | $1.0M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -2.3% | 19,149 | $952K |
| MAI Capital Management | 0.01% | Add +71.5% | 18,389 | $914K |
| GeoWealth Management, LLC | 0.03% | Add +1821.3% | 18,329 | $911K |
| Maia Wealth LLC | 0.20% | Add +14.4% | 18,153 | $910K |
| Crew Capital Management, Ltd | 0.75% | No change | 18,168 | $903K |
| F/m Investments LLC | 0.03% | No change | 18,168 | $903K |
| National Wealth Management Group, LLC | 0.60% | Add +3.8% | 18,074 | $899K |
| Shotwell Rutter Baer Inc | 0.76% | Reduce -9.1% | 18,181 | $897K |
"% 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.