iShares ESG Advance MSCI USAUSXFETF
13F holders, Q2 2025 (June 30)267holders +22
32new positions
9sold out
1famous investor
$53.90avg. 13F price*
At the end of Q2 2025, 267 institutions reported holding iShares ESG Advance MSCI USA (USXF) in their 13F filings, up 22 from Q1 2025. 32 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($201.2M), BlackRock, Inc. ($133.5M) and LPL Financial LLC ($56.1M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $12.0M |
| Exits | 9 | $2.0M |
All 13F filers, Q1 2025 → Q2 2025: 646,825 shares bought and 3,690,167 shares sold, net −3,043,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| Envestnet Asset Management Inc. | 0.06% | Reduce -27.9% | 3,730,985 | $201.2M |
| BlackRock, Inc. | 0.00% | Reduce -9.0% | 2,475,361 | $133.5M |
| LPL Financial LLC | 0.02% | Reduce -10.2% | 1,041,135 | $56.1M |
| Envestnet Portfolio Solutions, Inc. | 0.15% | Reduce -35.2% | 770,227 | $41.5M |
| Sei Investments Co. | 0.04% | Add +15.0% | 715,184 | $38.6M |
| SigFig Wealth Management, LLC | 1.19% | Add +0.6% | 673,120 | $36.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.1% | 493,030 | $26.6M |
| Park Avenue Securities LLC | 0.19% | Reduce -21.7% | 392,790 | $21.2M |
| Mackenzie Financial Corp. | 0.03% | Reduce -1.5% | 363,806 | $19.6M |
| Federation des caisses Desjardins du Quebec | 0.08% | Reduce -4.7% | 348,443 | $18.8M |
| Allworth Financial LP | 0.07% | Reduce -0.3% | 283,077 | $15.3M |
| Spinnaker Trust | 0.91% | Add +3.1% | 280,739 | $15.1M |
| Cetera Investment Advisers | 0.02% | Reduce -23.3% | 239,475 | $12.9M |
| Financial Connections Group, Inc. | 4.95% | Add +0.9% | 222,581 | $12.0M |
| MML Investors Services, LLC | 0.03% | Reduce -24.6% | 221,136 | $11.9M |
| Royal Bank of Canada | 0.00% | Reduce -9.0% | 125,041 | $6.7M |
| Balanced Rock Investment Advisors LLC | 4.96% | Reduce -37.5% | 117,136 | $6.3M |
| Bank of America Corp. | 0.00% | Add +19.9% | 116,126 | $6.3M |
| Regatta Capital Group, LLC | 1.05% | Add +8.4% | 112,976 | $6.1M |
| Invera Wealth Advisors, LLC | 3.94% | Reduce -35.0% | 111,979 | $6.0M |
| Morgan Stanley | 0.00% | Reduce -1.8% | 111,095 | $6.0M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 109,851 | $5.9M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -6.4% | 108,942 | $5.9M |
| Assetmark, Inc. | 0.01% | Reduce -17.8% | 101,926 | $5.5M |
| One Wealth Advisors, LLC | 0.72% | Reduce -20.3% | 95,796 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.0% | 94,999 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.8% | 91,692 | $4.9M |
| Optas, LLC | 0.87% | Add +1.1% | 85,247 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +53.8% | 86,905 | $4.5M |
| Decker Retirement Planning Inc. | 2.62% | Add +30161.7% | 83,825 | $4.5M |
| Accredited Investors Inc. | 0.25% | Reduce -4.9% | 78,611 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.7% | 75,590 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 73,893 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -16.5% | 70,589 | $3.8M |
| Atwater Malick LLC | 1.17% | No change | 68,225 | $3.7M |
| Walkner Condon Financial Advisors LLC | 0.67% | Add +0.2% | 67,502 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.3% | 66,584 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +3.5% | 64,617 | $3.5M |
| GenWealth Group, Inc. | 0.69% | Add +1.8% | 63,214 | $3.4M |
| Financial Advisors, LLC | 0.60% | Add +56.8% | 59,514 | $3.2M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -30.1% | 57,732 | $3.1M |
| Horst & Graben Wealth Management LLC | 0.50% | Reduce -22.5% | 56,386 | $3.0M |
| Ally Invest Advisors Inc. | 0.23% | Add +17.0% | 54,231 | $2.9M |
| GeoWealth Management, LLC | 0.11% | Add +14.3% | 53,161 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -21.3% | 52,452 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -29.3% | 49,278 | $2.7M |
| Sharkey, Howes & Javer | 0.35% | Reduce -28.5% | 48,801 | $2.6M |
| Equita Financial Network, Inc. | 0.98% | Reduce -14.2% | 45,693 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -25.2% | 45,315 | $2.4M |
| Opes Wealth Management LLC | 0.43% | Add +2.9% | 44,795 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -9.1% | 43,044 | $2.3M |
| Gould Asset Management LLC | 0.45% | No change | 42,725 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -44.9% | 42,184 | $2.3M |
| Davis Wealth Advisors, LLC | 2.20% | Reduce -31.9% | 38,389 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.5% | 38,332 | $2.1M |
| Highland Financial Advisors, LLC | 0.66% | Add +18.2% | 38,320 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -3.4% | 36,786 | $2.0M |
| Skyline Advisors, Inc. | 0.70% | Add +2.0% | 35,324 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -9.6% | 35,077 | $1.9M |
| Haverford Trust Co | 0.02% | New | 34,204 | $1.8M |
| Sofi Wealth, LLC | 0.11% | Add +64.5% | 34,009 | $1.8M |
| Halbert Hargrove Global Advisors, LLC | 0.09% | New | 30,794 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -13.6% | 30,702 | $1.7M |
| Elios Financial Group Inc. | 0.73% | Reduce -17.2% | 29,980 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +117.8% | 29,190 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -32.8% | 29,412 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.1% | 29,341 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 28,405 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -25.7% | 28,114 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | Add +307.4% | 27,807 | $1.5M |
| Magnus Financial Group LLC | 0.13% | Reduce -0.7% | 27,756 | $1.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.55% | Reduce -40.4% | 27,581 | $1.5M |
| VERITY Wealth Advisors | 0.94% | No change | 26,031 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.1% | 25,028 | $1.3M |
| Modern Wealth Management, LLC | 0.03% | Add +74.0% | 24,952 | $1.3M |
| Austin Private Wealth, LLC | 0.11% | Reduce -20.1% | 24,905 | $1.3M |
| Mgo One Seven LLC | 0.04% | Reduce -18.2% | 24,880 | $1.3M |
| Amara Financial, Llc. | 1.17% | Add +1.3% | 24,646 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 24,442 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +5.3% | 23,504 | $1.3M |
| MA Private Wealth | 0.23% | No change | 23,457 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.2% | 23,228 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -3.5% | 23,171 | $1.2M |
| Clarius Group, LLC | 0.07% | Add +3.4% | 22,650 | $1.2M |
| Diversified Trust Co. | 0.03% | Reduce -8.2% | 22,284 | $1.2M |
| Composition Wealth, LLC | 0.02% | New | 22,137 | $1.2M |
| RKL Wealth Management LLC | 0.10% | Add +0.3% | 21,527 | $1.2M |
| CW Advisors, LLC | 0.01% | Add +50.4% | 21,275 | $1.1M |
| RFG Advisory, LLC | 0.03% | Reduce -28.3% | 21,263 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -3.1% | 21,251 | $1.1M |
| Regal Investment Advisors LLC | 0.08% | Reduce -24.7% | 20,838 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -84.1% | 20,708 | $1.1M |
| Shotwell Rutter Baer Inc | 0.71% | Reduce -0.1% | 19,255 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -20.0% | 19,462 | $1.0M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -16.3% | 19,237 | $1.0M |
| Sandbox Financial Partners, LLC | 0.32% | Add +0.1% | 19,024 | $1.0M |
| Wealth Alliance, LLC | 0.11% | Reduce -25.4% | 18,862 | $1.0M |
| MAI Capital Management | 0.01% | Add +0.2% | 18,618 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 18,186 | $981K |
| F/m Investments LLC | 0.04% | No change | 18,168 | $981K |
| Crew Capital Management, Ltd | 0.70% | No change | 18,168 | $980K |
| Dohj, LLC | 0.28% | Reduce -42.9% | 21,231 | $952K |
| Perennial Investment Advisors, LLC | 0.09% | Reduce -2.6% | 17,511 | $944K |
| World Investment Advisors | 0.02% | Reduce -26.3% | 16,790 | $906K |
| National Wealth Management Group, LLC | 0.50% | Reduce -9.7% | 16,705 | $901K |
| Stewardship Advisors, LLC | 0.22% | Add +2.3% | 16,290 | $879K |
| Creative Planning | 0.00% | Add +19.5% | 16,039 | $865K |
| Ramiah Investment Group | 0.90% | Add +27.8% | 15,528 | $837K |
| Maia Wealth LLC | 0.16% | Reduce -13.4% | 15,502 | $836K |
| Pine Harbor Wealth Management, LLC | 0.29% | Reduce -0.6% | 15,067 | $813K |
| FMR LLC | 0.00% | Reduce -40.8% | 15,039 | $811K |
| Mariner, LLC | 0.00% | Add +55.9% | 14,932 | $805K |
| Values Added Financial LLC | 0.39% | Add +36.7% | 14,729 | $794K |
| Copperleaf Capital, LLC | 0.39% | Add +1.2% | 14,191 | $765K |
| One Wealth Capital Management, LLC | 0.36% | Reduce -34.2% | 14,040 | $757K |
| Oregon Pacific Wealth Management, LLC | 0.71% | Reduce -1.0% | 13,957 | $753K |
| Central Pacific Bank - Trust Division | 0.10% | Add +53.9% | 13,920 | $751K |
| Keystone Financial Services | 0.25% | Reduce -32.8% | 13,654 | $736K |
| Aufman Associates Inc | 0.45% | No change | 13,648 | $736K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -2.6% | 13,422 | $724K |
| Van Hulzen Asset Management, LLC | 0.06% | Reduce -7.0% | 13,309 | $718K |
| eCIO, Inc. | 0.30% | New | 13,053 | $704K |
| Theory Financial LLC | 0.26% | Reduce -25.4% | 12,188 | $675K |
| Coldstream Capital Management Inc. | 0.01% | No change | 12,302 | $663K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.7% | 12,241 | $660K |
| LifePlan Investment Advisors, Inc. | 0.33% | Reduce -30.4% | 12,154 | $655K |
| MBE Wealth Management, LLC | 0.28% | Reduce -0.4% | 11,847 | $639K |
| Wealthgarden F.S. LLC | 0.53% | Reduce -23.2% | 11,466 | $635K |
| JMG Financial Group, Ltd. | 0.02% | No change | 11,633 | $627K |
| First Horizon Advisors, Inc. | 0.02% | Add +4.0% | 11,582 | $625K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.2% | 11,437 | $617K |
| Venturi Wealth Management, LLC | 0.03% | Add +1.1% | 11,232 | $606K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -15.8% | 11,055 | $596K |
| CoreCap Advisors, LLC | 0.02% | Reduce -2.2% | 10,922 | $589K |
| West Wealth Group, LLC | 0.15% | Reduce -3.0% | 10,513 | $584K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -30.9% | 10,187 | $549K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -95.5% | 10,110 | $545K |
| UBS Group AG | 0.00% | Reduce -25.2% | 9,825 | $530K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -55.2% | 9,326 | $524K |
| Atria Investments, Inc | 0.01% | Reduce -12.1% | 9,707 | $523K |
| Curtis Advisory Group, LLC | 0.13% | No change | 9,653 | $521K |
| Eq LLC | 0.20% | Reduce -21.8% | 9,547 | $515K |
| International Assets Investment Management, LLC | 0.04% | New | 9,416 | $508K |
| Physician Wealth Advisors, Inc. | 0.08% | Reduce -2.1% | 9,251 | $499K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 9,197 | $496K |
| Strategic Blueprint, LLC | 0.02% | Reduce -27.7% | 9,137 | $493K |
| Lifelong Wealth Advisors, Inc. | 0.16% | Reduce -27.7% | 8,805 | $475K |
| Freedom Investment Management, Inc. | 0.04% | Add +1.0% | 8,719 | $470K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -15.4% | 8,649 | $466K |
| Ascent Group, LLC | 0.02% | Reduce -28.7% | 8,526 | $460K |
| Bison Wealth, LLC | 0.04% | Add +0.4% | 8,442 | $455K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 8,214 | $443K |
| Private Advisor Group, LLC | 0.00% | Reduce -31.2% | 8,152 | $440K |
| Valmark Advisers, Inc. | 0.01% | Add +6.8% | 8,131 | $439K |
| Buttonwood Financial Group, LLC | 0.22% | Reduce -31.1% | 7,949 | $431K |
| Sage Financial Management Group, Inc. | 0.15% | Reduce -0.6% | 7,884 | $425K |
| Attessa Capital LLC | 0.27% | Add +11.4% | 7,735 | $417K |
| Old Mission Capital LLC | 0.01% | New | 7,426 | $400K |
| Citigroup Inc. | 0.00% | New | 7,426 | $400K |
| Jane Street Group, LLC | 0.00% | Reduce -25.0% | 7,267 | $392K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -8.6% | 7,262 | $392K |
| Spectrum Planning & Advisory Services Inc. | 0.25% | Reduce -32.6% | 7,253 | $391K |
| &partners | 0.00% | Add +74.1% | 7,159 | $390K |
| Tempus Wealth Planning, LLC | 0.10% | Reduce -17.3% | 7,227 | $390K |
| Savvy Advisors, Inc. | 0.03% | Reduce -1.9% | 7,157 | $386K |
| WBH Advisory Inc. | 0.03% | Reduce -23.1% | 7,112 | $384K |
| KWB Wealth | 0.05% | Add +54.0% | 8,120 | $379K |
| Betterment LLC | 0.00% | Reduce -5.6% | 6,904 | $372K |
| Hoxton Planning & Management, LLC | 0.13% | Reduce -34.7% | 6,886 | $371K |
| Gen-Wealth Partners Inc | 0.14% | Reduce -14.4% | 6,798 | $367K |
| Trilogy Capital Inc. | 0.02% | Reduce -13.7% | 6,766 | $365K |
| Agf Management Ltd. | 0.00% | Reduce -6.9% | 6,700 | $361K |
| Capital Analysts, LLC | 0.01% | Reduce -23.6% | 6,684 | $360K |
| Stifel Financial Corp. | 0.00% | New | 6,600 | $356K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -23.6% | 6,461 | $348K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.0% | 6,387 | $344K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 6,385 | $344K |
| Beacon Financial Group | 0.03% | Reduce -2.3% | 6,184 | $334K |
| US Bancorp \de | 0.00% | No change | 5,900 | $318K |
| Endeavor Private Wealth, Inc. | 0.15% | Add +19.6% | 5,864 | $316K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -24.9% | 5,816 | $314K |
| Alpha Financial Advisors, LLC | 0.12% | Add +0.2% | 5,814 | $314K |
| Milestone Investment Advisors LLC | 0.08% | Reduce -9.8% | 5,757 | $310K |
| HRT Financial LP | 0.00% | New | 5,707 | $307K |
| Axxcess Wealth Management, LLC | 0.01% | Add +11.0% | 5,645 | $304K |
| Capital Asset Advisory Services LLC | 0.01% | Add +11.0% | 5,645 | $303K |
| Cypress Wealth Services, LLC | 0.05% | New | 5,520 | $298K |
| Keel Point, LLC | 0.02% | No change | 5,466 | $295K |
| Centurion Wealth Management LLC | 0.08% | Reduce -11.4% | 5,390 | $291K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -28.0% | 5,329 | $287K |
| Elmwood Wealth Management, Inc. | 0.11% | No change | 5,322 | $287K |
| Goldstein Advisors, LLC | 0.04% | Reduce -0.1% | 5,300 | $286K |
| Stratos Investment Management, LLC | 0.01% | Reduce -8.9% | 5,293 | $285K |
| Braun-Bostich & Associates Inc. | 0.19% | Reduce -17.6% | 5,282 | $285K |
| One Capital Management, LLC | 0.01% | No change | 5,240 | $283K |
| First Trust Advisors LP | 0.00% | Add +14.0% | 5,216 | $281K |
| Zacks Investment Management | 0.00% | No change | 5,215 | $281K |
| My Legacy Advisors, LLC | 0.10% | Reduce -38.7% | 5,028 | $275K |
| Sovran Advisors, LLC | 0.03% | Reduce -16.7% | 5,014 | $272K |
| JB Capital LLC | 0.01% | Reduce -25.8% | 4,976 | $268K |
| Wrapmanager Inc. | 0.06% | Reduce -43.1% | 4,920 | $265K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Reduce -13.3% | 4,904 | $264K |
| Apollon Wealth Management, LLC | 0.00% | Add +3.9% | 4,592 | $248K |
| Sigma Planning Corp | 0.01% | Reduce -57.6% | 4,592 | $248K |
| Hilltop Holdings Inc. | 0.02% | Reduce -24.2% | 4,584 | $247K |
| Macroview Investment Management LLC | 0.20% | New | 4,485 | $242K |
| Northern Capital Management, Inc. | 0.14% | No change | 4,455 | $240K |
| Wedbush Securities Inc. | 0.01% | Reduce -29.8% | 4,270 | $230K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -27.0% | 4,220 | $228K |
| Kestra Investment Management, LLC | 0.01% | Reduce -27.0% | 4,220 | $228K |
| Advisory Services Network, LLC | 0.00% | Reduce -19.2% | 4,026 | $223K |
| Black Diamond Financial, LLC | 0.03% | New | 4,049 | $218K |
| Aire Advisors, LLC | 0.04% | New | 4,041 | $218K |
| Two West Capital Advisors LLC | 0.14% | New | 3,870 | $216K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -12.5% | 3,988 | $215K |
| Rehmann Capital Advisory Group | 0.01% | New | 3,943 | $213K |
| Focus Partners Wealth | 0.00% | New | 3,879 | $209K |
| Captrust Financial Advisors | 0.00% | New | 3,830 | $207K |
| Insight Wealth Strategies, LLC | 0.03% | New | 3,832 | $206K |
| Focus Financial Network, Inc. | 0.01% | Reduce -28.6% | 3,799 | $205K |
| Emergent Wealth Advisors, LLC | 0.13% | New | 3,799 | $205K |
| Wall Street Financial Group, Inc. | 0.18% | New | 3,749 | $202K |
| Madison Wealth Partners, Inc | 0.04% | New | 3,745 | $202K |
| Jones Financial Companies LLLP | 0.00% | Add +63.5% | 3,738 | $200K |
| Creative Financial Designs Inc. | 0.01% | Reduce -16.8% | 3,599 | $194K |
| Global Retirement Partners, LLC | 0.00% | — | 3,398 | $183K |
| AE Wealth Management LLC | 0.00% | Reduce -26.6% | 3,176 | $171K |
| Financial Gravity Companies, Inc. | 0.03% | — | 3,167 | $171K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -33.6% | 3,082 | $166K |
| Principal Securities, Inc. | 0.00% | No change | 2,988 | $161K |
| Comerica Bank | 0.00% | Reduce -32.6% | 2,770 | $149K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 2,670 | $144K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | New | 2,523 | $142K |
| Raelipskie Partnership | 0.06% | No change | 2,250 | $121K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 2,007 | $108K |
| Archer Investment Corp | 0.03% | Add +0.1% | 1,981 | $107K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,945 | $105K |
| Wagner Wealth Management, LLC | 0.02% | New | 1,906 | $103K |
| Rossby Financial, LCC | 0.04% | Reduce -20.6% | 1,898 | $102K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -1.2% | 1,856 | $100K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,847 | $100K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | — | 1,718 | $80K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,030 | $56K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.8% | 1,014 | $55K |
| Clarity Asset Management, Inc. | 0.03% | New | 817 | $44K |
| Lanark Financial, Inc. | 0.00% | No change | 825 | $44K |
| WealthTrak Capital Management LLC | 0.03% | Reduce -19.5% | 683 | $37K |
| Evolution Wealth Management Inc. | 0.04% | — | 597 | $32K |
| Transce3nd, LLC | 0.01% | Reduce -30.8% | 550 | $30K |
| CVA Family Office, LLC | 0.00% | No change | 526 | $28K |
| Smartleaf Asset Management LLC | 0.00% | New | 492 | $26K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -92.1% | 469 | $25K |
| WealthShield Partners, LLC | 0.00% | Reduce -22.1% | 416 | $22K |
| Ameriflex Group, Inc. | 0.01% | Reduce -28.6% | 398 | $21K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -50.5% | 378 | $21K |
| Birchbrook, Inc. | 0.01% | Add +14.1% | 356 | $19K |
| Bank of Montreal | 0.00% | Add +528.3% | 333 | $18K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Add +18.1% | 332 | $18K |
| Kilter Group LLC | 0.01% | New | 332 | $18K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 216 | $12K |
| Investors Research Corp | 0.00% | New | 123 | $7K |
| IFP Advisors, Inc | 0.00% | Reduce -95.0% | 114 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 107 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +0.9% | 107 | $6K |
| Wolff Wiese Magana LLC | 0.00% | New | 84 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $2K |
| Bristlecone Advisors, LLC | 0.00% | No change | 6 | $327 |
"% 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.