iShares ESG Advance MSCI USAUSXFETF

13F holders, Q1 2025 (March 31)
245holders −4
16new positions
15sold out
1famous investor
$46.71avg. 13F price*

At the end of Q1 2025, 245 institutions reported holding iShares ESG Advance MSCI USA (USXF) in their 13F filings, down 4 from Q4 2024. 16 opened new positions and 15 sold out. The largest holders were Envestnet Asset Management Inc. ($241.5M), BlackRock, Inc. ($126.9M) and Envestnet Portfolio Solutions, Inc. ($55.5M). 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

0100200300 Q1 2024: 204Q1 2024Q2 2024: 213Q2 2024Q3 2024: 231Q3 2024Q4 2024: 249Q4 2024Q1 2025: 245Q1 2025Q2 2025: 267Q2 2025Q3 2025: 260Q3 2025Q4 2025: 281Q4 2025Q1 2026: 271Q1 2026Q2 2026: 300Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions16$12.0M
Exits15$6.0M

All 13F filers, Q4 2024 → Q1 2025: 1,148,790 shares bought and 831,979 shares sold, net +316,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 245 holders

Envestnet Asset Management Inc. 0.08% Add +1.9% 5,174,807 $241.5M
BlackRock, Inc. 0.00% Add +2.4% 2,719,825 $126.9M
Envestnet Portfolio Solutions, Inc. 0.21% Reduce -21.2% 1,188,627 $55.5M
LPL Financial LLC 0.02% Add +10.6% 1,159,705 $54.1M
SigFig Wealth Management, LLC 1.12% Add +3.0% 668,871 $31.1M
JPMorgan Chase & Co. 0.00% Add +2.5% 624,564 $29.1M
Sei Investments Co. 0.04% Add +20.6% 622,086 $29.0M
Park Avenue Securities LLC 0.29% Add +8.1% 501,576 $23.4M
Mackenzie Financial Corp. 0.02% Reduce -20.7% 369,263 $17.2M
Federation des caisses Desjardins du Quebec 0.08% Add +8.0% 365,571 $17.1M
Cetera Investment Advisers 0.03% Add +12.6% 312,204 $14.6M
MML Investors Services, LLC 0.05% Add +3.4% 293,233 $13.7M
Allworth Financial LP 0.07% Add +2.4% 284,021 $13.1M
Spinnaker Trust 0.83% Reduce -18.2% 272,390 $12.7M
Thrivent Financial for Lutherans 0.03% Add +2.5% 224,445 $11.7M
Financial Connections Group, Inc. 4.62% Add +2.9% 220,521 $10.3M
Balanced Rock Investment Advisors LLC 6.97% Add +2.1% 187,421 $8.7M
Invera Wealth Advisors, LLC 5.20% Reduce -3.6% 172,402 $8.0M
Royal Bank of Canada 0.00% Add +5.0% 137,466 $6.4M
Atria Wealth Solutions, Inc. 0.07% Reduce -7.0% 130,529 $6.1M
Assetmark, Inc. 0.02% Add +4.2% 124,022 $5.8M
One Wealth Advisors, LLC 0.84% Reduce -0.0% 120,197 $5.6M
Rwa Wealth Partners, LLC 0.07% Reduce -9.4% 116,446 $5.4M
Morgan Stanley 0.00% Reduce -2.9% 113,089 $5.3M
Wells Fargo & Company 0.00% Add +18.5% 109,552 $5.1M
Regatta Capital Group, LLC 0.94% Add +14.7% 104,207 $4.9M
Bank of America Corp. 0.00% Add +1.5% 96,848 $4.5M
Janney Montgomery Scott LLC 0.01% Add +4.3% 94,337 $4.4M
Cerity Partners LLC 0.01% Reduce -13.0% 84,503 $3.9M
Optas, LLC 0.68% Add +2.3% 84,301 $3.9M
Accredited Investors Inc. 0.24% Add +6.3% 82,625 $3.9M
United Capital Financial Advisors, LLC 0.03% Reduce -6.9% 82,616 $3.9M
Citadel Advisors 0.00% New 76,501 $3.6M
Goldman Sachs Group Inc. 0.00% Reduce -4.7% 76,019 $3.5M
Commonwealth Equity Services, LLC 0.01% Reduce -2.2% 75,381 $3.5M
Horst & Graben Wealth Management LLC 0.61% Reduce -3.2% 72,723 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.9% 71,529 $3.3M
Equitable Holdings, Inc. 0.03% Add +3.6% 69,734 $3.3M
Pathstone Holdings, LLC 0.01% Add +0.2% 68,819 $3.2M
Sharkey, Howes & Javer 0.46% Add +1.3% 68,236 $3.2M
Atwater Malick LLC 1.08% No change 68,225 $3.2M
Walkner Condon Financial Advisors LLC 0.64% Reduce -5.7% 67,363 $3.1M
Sanctuary Advisors, LLC 0.02% Add +5.3% 66,639 $3.1M
Integrated Wealth Concepts LLC 0.03% Add +5.1% 62,439 $2.9M
GenWealth Group, Inc. 0.64% Reduce -0.5% 62,126 $2.9M
Steward Partners Investment Advisory, LLC 0.03% Add +3.1% 60,585 $2.8M
Osaic Holdings, Inc. 0.01% Reduce -23.1% 56,496 $2.6M
Davis Wealth Advisors, LLC 2.97% Reduce -2.9% 56,389 $2.6M
Equita Financial Network, Inc. 0.87% Add +8.4% 53,240 $2.5M
Orion Porfolio Solutions, LLC 0.02% New 47,352 $2.2M
Orion Portfolio Solutions, LLC 0.02% New 47,352 $2.2M
GeoWealth Management, LLC 0.09% Add +153.7% 46,501 $2.2M
Ally Invest Advisors Inc. 0.19% Add +11.8% 46,354 $2.2M
Investor's Fiduciary Advisor Network, LLC 1.02% Add +7.0% 46,296 $2.2M
Perigon Wealth Management, LLC 0.05% Add +18.3% 43,736 $2.0M
Opes Wealth Management LLC 0.41% Add +8.9% 43,535 $2.0M
Gould Asset Management LLC 0.41% No change 42,725 $2.0M
HighTower Advisors, LLC 0.00% Add +32.0% 38,919 $1.8M
Avantax Advisory Services, Inc. 0.01% Add +11.6% 38,793 $1.8M
Stratos Wealth Partners, LTD. 0.03% Reduce -8.2% 38,065 $1.8M
Financial Advisors, LLC 0.35% Add +0.1% 37,952 $1.8M
Bank of New York Mellon Corp 0.00% Add +6.0% 37,835 $1.8M
Dohj, LLC 0.40% Reduce -6.8% 37,169 $1.7M
Elios Financial Group Inc. 0.83% Add +1.0% 36,196 $1.7M
NewEdge Advisors, LLC 0.01% Add +324.3% 35,519 $1.7M
Skyline Advisors, Inc. 0.64% Add +11.0% 34,629 $1.6M
Highland Financial Advisors, LLC 0.54% Add +229.8% 32,416 $1.5M
Austin Private Wealth, LLC 0.13% Reduce -0.6% 31,167 $1.5M
Kestra Advisory Services, LLC 0.01% Reduce -2.1% 30,597 $1.4M
Mgo One Seven LLC 0.06% Reduce -2.6% 30,415 $1.4M
RFG Advisory, LLC 0.04% Add +21.1% 29,659 $1.4M
TD Waterhouse Canada Inc. 0.01% No change 28,405 $1.3M
Magnus Financial Group LLC 0.13% Add +2.0% 27,940 $1.3M
Raymond James Financial Inc. 0.00% Add +32.8% 27,833 $1.3M
Regal Investment Advisors LLC 0.10% Add +8.6% 27,659 $1.3M
Townsquare Capital LLC 0.01% Reduce -11.4% 27,271 $1.3M
VERITY Wealth Advisors 0.90% No change 26,031 $1.2M
FMR LLC 0.00% Reduce -17.9% 25,403 $1.2M
Wealth Alliance, LLC 0.14% Reduce -3.6% 25,281 $1.2M
Snowden Capital Advisors LLC 0.04% Add +0.9% 24,328 $1.1M
Amara Financial, Llc. 1.05% Add +10.8% 24,322 $1.1M
Diversified Trust Co. 0.03% Reduce -3.7% 24,284 $1.1M
Farther Finance Advisors, LLC 0.03% Add +25.4% 24,005 $1.1M
MA Private Wealth 0.21% No change 23,457 $1.1M
Capital Investment Advisors, LLC 0.02% New 23,278 $1.1M
Sagespring Wealth Partners, LLC 0.03% Add +13.8% 22,995 $1.1M
World Investment Advisors 0.03% Add +8.9% 22,795 $1.1M
Merit Financial Group, LLC 0.02% Add +429.6% 22,321 $1.0M
Cwm, LLC 0.00% Add +0.7% 21,941 $1.0M
Clarius Group, LLC 0.06% Add +5.4% 21,915 $1.0M
RKL Wealth Management LLC 0.09% Reduce -19.8% 21,474 $1.0M
One Wealth Capital Management, LLC 0.53% Add +4.9% 21,325 $995K
Diversify Advisory Services, LLC 0.06% Reduce -12.9% 20,834 $970K
Sofi Wealth, LLC 0.07% Add +641.2% 20,679 $965K
Keystone Financial Services 0.36% Add +19.4% 20,309 $948K
Sandbox Financial Partners, LLC 0.31% Reduce -8.7% 18,999 $887K
MAI Capital Management 0.01% Add +1.1% 18,589 $868K
National Wealth Management Group, LLC 0.57% Add +2.4% 18,502 $863K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.0% 18,409 $859K
Crew Capital Management, Ltd 0.69% No change 18,168 $848K
F/m Investments LLC 0.03% No change 18,168 $848K
Perennial Investment Advisors, LLC 0.09% Add +62.9% 17,983 $839K
LifePlan Investment Advisors, Inc. 0.47% Add +22.0% 17,451 $814K
Maia Wealth LLC 0.18% Reduce -1.4% 17,900 $811K
Shotwell Rutter Baer Inc 0.71% Add +6.0% 19,276 $810K
Theory Financial LLC 0.32% Add +0.8% 16,327 $762K
Stewardship Advisors, LLC 0.20% Add +22.5% 15,926 $743K
Pine Harbor Wealth Management, LLC 0.28% No change 15,161 $708K
Wealthgarden F.S. LLC 0.67% Add +5.3% 14,931 $697K
EverSource Wealth Advisors, LLC 0.04% Reduce -11.4% 14,751 $688K
Wade Financial Advisory, Inc 0.23% Add +18.1% 14,562 $680K
Modern Wealth Management, LLC 0.02% New 14,342 $669K
Van Hulzen Asset Management, LLC 0.06% No change 14,309 $668K
CW Advisors, LLC 0.01% Add +9.4% 14,146 $660K
Oregon Pacific Wealth Management, LLC 0.66% Add +4.5% 14,094 $658K
Copperleaf Capital, LLC 0.39% Add +19.3% 14,022 $654K
Aptus Capital Advisors, LLC 0.01% Add +0.1% 13,777 $643K
Aufman Associates Inc 0.44% Add +0.2% 13,648 $637K
Creative Planning 0.00% Add +68.9% 13,423 $626K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -38.1% 13,402 $625K
UBS Group AG 0.00% Add +62.6% 13,142 $613K
CreativeOne Wealth, LLC 0.02% Add +8.2% 13,135 $613K
Strategic Blueprint, LLC 0.03% Add +1.1% 12,639 $590K
Flputnam Investment Management Co. 0.01% Add +4.9% 12,582 $587K
Coldstream Capital Management Inc. 0.01% No change 12,302 $574K
Eq LLC 0.27% Add +13.1% 12,206 $570K
Lifelong Wealth Advisors, Inc. 0.27% Add +30.4% 12,178 $568K
Ramiah Investment Group 0.54% Reduce -64.4% 12,152 $567K
Ascent Group, LLC 0.02% Add +55.6% 11,962 $558K
MBE Wealth Management, LLC 0.27% Add +146.1% 11,890 $555K
Private Advisor Group, LLC 0.00% Add +37.0% 11,851 $553K
JMG Financial Group, Ltd. 0.02% Reduce -26.6% 11,633 $543K
Marcum Wealth, LLC 0.05% Add +0.2% 11,607 $542K
O'shaughnessy Asset Management, LLC 0.00% Reduce -0.8% 11,465 $535K
CoreCap Advisors, LLC 0.02% Add +5.5% 11,164 $521K
First Horizon Advisors, Inc. 0.01% Reduce -5.1% 11,132 $520K
Venturi Wealth Management, LLC 0.03% Add +20.7% 11,115 $519K
Atria Investments, Inc 0.01% Add +1.3% 11,043 $515K
Buttonwood Financial Group, LLC 0.30% Add +6.8% 11,536 $508K
West Wealth Group, LLC 0.15% Reduce -15.8% 10,843 $507K
Sigma Planning Corp 0.02% Reduce -69.7% 10,819 $505K
Values Added Financial LLC 0.28% Add +84.5% 10,776 $503K
Spectrum Planning & Advisory Services Inc. 0.42% Add +18.2% 10,763 $502K
Hoxton Planning & Management, LLC 0.19% Add +85.0% 10,539 $492K
OneDigital Investment Advisors LLC 0.01% Reduce -5.2% 10,230 $477K
Jane Street Group, LLC 0.00% New 9,686 $452K
Curtis Advisory Group, LLC 0.13% Add +39.9% 9,653 $451K
Mariner, LLC 0.00% Add +30.1% 9,578 $447K
Physician Wealth Advisors, Inc. 0.08% Reduce -4.1% 9,452 $441K
WBH Advisory Inc. 0.04% Add +0.8% 9,250 $432K
Kestra Private Wealth Services, LLC 0.01% Add +0.2% 9,174 $428K
Central Pacific Bank - Trust Division 0.06% No change 9,043 $422K
Capital Analysts, LLC 0.02% Add +10.5% 8,747 $409K
Tempus Wealth Planning, LLC 0.12% Add +2.3% 8,735 $408K
Wrapmanager Inc. 0.11% Reduce -41.1% 8,646 $404K
Freedom Investment Management, Inc. 0.03% Add +65.9% 8,630 $403K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -3.5% 8,460 $395K
Bison Wealth, LLC 0.04% Reduce -5.5% 8,407 $392K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -17.8% 8,214 $383K
My Legacy Advisors, LLC 0.15% Add +3.6% 8,205 $383K
Gen-Wealth Partners Inc 0.15% Add +1.9% 7,946 $371K
Tortoise Investment Management, LLC 0.04% No change 7,942 $371K
Sage Financial Management Group, Inc. 0.13% Add +96.1% 7,930 $370K
Trilogy Capital Inc. 0.02% Add +43.0% 7,841 $366K
U.S. Capital Wealth Advisors, LLC 0.01% Add +2.4% 7,743 $361K
Valmark Advisers, Inc. 0.01% Reduce -0.3% 7,617 $355K
Sovereign Financial Group, Inc. 0.08% Add +11.1% 7,397 $345K
Betterment LLC 0.00% Add +8.3% 7,312 $341K
Savvy Advisors, Inc. 0.03% Add +10.3% 7,298 $341K
Agf Management Ltd. 0.00% Reduce -8.9% 7,200 $336K
Harbour Investments, Inc. 0.01% Add +2.1% 7,021 $328K
Attessa Capital LLC 0.21% Reduce -38.7% 6,943 $324K
Flow Traders U.S. LLC 0.01% Reduce -83.8% 6,826 $319K
Claro Advisors Inc. 0.04% Reduce -0.6% 6,740 $315K
JB Capital LLC 0.02% Reduce -2.7% 6,703 $313K
Centurion Wealth Management LLC 0.09% No change 6,087 $303K
Braun-Bostich & Associates Inc. 0.22% Add +7.4% 6,406 $299K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -6.4% 6,385 $298K
Milestone Investment Advisors LLC 0.08% Reduce -5.8% 6,382 $298K
Beacon Financial Group 0.03% Add +0.1% 6,330 $295K
Wedbush Securities Inc. 0.01% Add +2.8% 6,079 $284K
Hilltop Holdings Inc. 0.02% Reduce -6.7% 6,045 $282K
Golden State Wealth Management, LLC 0.04% Add +37.3% 5,911 $276K
US Bancorp \de 0.00% Reduce -0.8% 5,900 $275K
&partners 0.00% New 4,111 $273K
Stratos Investment Management, LLC 0.01% New 5,810 $271K
Alpha Financial Advisors, LLC 0.12% New 5,800 $271K
Gateway Wealth Partners, LLC 0.06% Add +34.1% 5,783 $270K
Kestra Investment Management, LLC 0.01% Add +31.9% 5,779 $270K
Sovran Advisors, LLC 0.03% New 6,022 $266K
Valtinson Bruner Financial Planning LLC 0.09% Add +10.4% 5,657 $264K
KWB Wealth 0.03% New 5,271 $262K
Keel Point, LLC 0.02% No change 5,466 $255K
Focus Financial Network, Inc. 0.01% Add +3.1% 5,324 $248K
Elmwood Wealth Management, Inc. 0.10% No change 5,322 $248K
Goldstein Advisors, LLC 0.04% Reduce -1.4% 5,308 $248K
One Capital Management, LLC 0.01% Reduce -3.7% 5,240 $245K
Zacks Investment Management 0.00% No change 5,215 $243K
Capital Asset Advisory Services LLC 0.01% Add +5.9% 5,087 $240K
Axxcess Wealth Management, LLC 0.01% Add +5.9% 5,087 $237K
Advisory Services Network, LLC 0.00% Add +0.2% 4,982 $233K
Endeavor Private Wealth, Inc. 0.12% Add +5.1% 4,904 $229K
Simplicity Wealth,LLC 0.02% New 4,831 $225K
JFS Wealth Advisors, LLC 0.01% Add +6.7% 4,641 $217K
First Trust Advisors LP 0.00% Add +0.4% 4,574 $213K
Monterey Private Wealth, Inc. 0.06% Reduce -33.1% 4,572 $213K
Pallas Capital Advisors LLC 0.01% No change 4,560 $213K
Northern Capital Management, Inc. 0.14% No change 4,455 $208K
Apollon Wealth Management, LLC 0.00% Reduce -9.4% 4,419 $206K
AE Wealth Management LLC 0.00% Reduce -21.4% 4,326 $202K
Creative Financial Designs Inc. 0.02% Reduce -2.2% 4,325 $202K
Comerica Bank 0.00% Add +5.6% 4,111 $192K
Financial Gravity Asset Management, Inc. 0.03% — 3,291 $154K
Principal Securities, Inc. 0.00% No change 2,988 $149K
Rossby Financial, LCC 0.05% New 2,389 $111K
Jones Financial Companies LLLP 0.00% Add +1509.9% 2,286 $106K
IFP Advisors, Inc 0.00% New 2,272 $106K
Raelipskie Partnership 0.05% No change 2,250 $105K
Continuum Advisory, LLC 0.01% Reduce -3.1% 2,192 $102K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -33.2% 2,007 $94K
Archer Investment Corp 0.02% No change 1,980 $92K
GPS Wealth Strategies Group, LLC 0.01% Add +0.1% 1,879 $88K
Hanson & Doremus Investment Management 0.01% No change 1,847 $86K
PNC Financial Services Group, Inc. 0.00% Reduce -8.3% 1,555 $73K
Capital A Wealth Management, LLC 0.04% Add +0.8% 873 $41K
WealthTrak Capital Management LLC 0.03% Add +6.8% 848 $40K
Lanark Financial, Inc. 0.00% — 825 $38K
Transce3nd, LLC 0.02% Reduce -3.2% 795 $37K
Cornerstone Planning Group LLC 0.01% New 764 $34K
NBT Bank, N.A. 0.00% No change 662 $31K
Ameriflex Group, Inc. 0.01% Add +49.7% 557 $26K
WealthShield Partners, LLC 0.00% Reduce -68.7% 534 $25K
CVA Family Office, LLC 0.00% No change 526 $25K
Global Financial Private Client, LLC 0.01% Add +5.7% 505 $24K
Birchbrook, Inc. 0.01% Reduce -42.8% 312 $15K
Mather Group, Llc. 0.00% Add +58.4% 293 $14K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 281 $13K
Decker Retirement Planning Inc. 0.01% No change 277 $13K
National Bank of Canada 0.00% New 224 $10K
Morton Brown Family Wealth, LLC 0.00% No change 216 $10K
Parallel Advisors, LLC 0.00% Reduce -15.8% 107 $5K
Medallion Wealth Advisors, LLC 0.00% No change 106 $5K
Bank of Montreal 0.00% Reduce -95.1% 53 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 45 $2K
Bristlecone Advisors, LLC 0.00% Add +100.0% 6 $282

"% 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.