iShares ESG Advance MSCI USAUSXFETF
13F holders, Q3 2025 (September 30)260holders −7
20new positions
19sold out
1famous investor
$57.29avg. 13F price*
At the end of Q3 2025, 260 institutions reported holding iShares ESG Advance MSCI USA (USXF) in their 13F filings, down 7 from Q2 2025. 20 opened new positions and 19 sold out. The largest holders were Envestnet Asset Management Inc. ($154.6M), BlackRock, Inc. ($137.3M) and LPL Financial LLC ($50.6M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $17.1M |
| Exits | 19 | $3.8M |
All 13F filers, Q2 2025 → Q3 2025: 714,056 shares bought and 2,404,781 shares sold, net −1,690,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| Envestnet Asset Management Inc. | 0.04% | Reduce -27.7% | 2,697,218 | $154.6M |
| BlackRock, Inc. | 0.00% | Reduce -3.2% | 2,395,741 | $137.3M |
| LPL Financial LLC | 0.01% | Reduce -15.3% | 882,334 | $50.6M |
| Sei Investments Co. | 0.05% | Add +8.4% | 775,582 | $44.4M |
| SigFig Wealth Management, LLC | 1.18% | Reduce -0.9% | 667,268 | $38.0M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce -31.8% | 525,332 | $30.1M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 499,440 | $28.6M |
| Federation des caisses Desjardins du Quebec | 0.08% | Add +3.9% | 361,912 | $20.7M |
| Mackenzie Financial Corp. | 0.02% | Reduce -2.5% | 354,596 | $20.3M |
| Park Avenue Securities LLC | 0.13% | Reduce -23.5% | 300,505 | $17.2M |
| Allworth Financial LP | 0.07% | Add +3.2% | 292,208 | $16.7M |
| Financial Connections Group, Inc. | 5.30% | Add +6.5% | 237,052 | $13.6M |
| Cetera Investment Advisers | 0.01% | Reduce -8.8% | 218,487 | $12.5M |
| Spinnaker Trust | 0.51% | Reduce -42.7% | 160,940 | $9.2M |
| Royal Bank of Canada | 0.00% | Add +19.6% | 149,545 | $8.6M |
| MML Investors Services, LLC | 0.02% | Reduce -32.8% | 148,528 | $8.5M |
| Wells Fargo & Company | 0.00% | Add +10.0% | 120,866 | $6.9M |
| Regatta Capital Group, LLC | 1.04% | Add +1.9% | 115,172 | $6.6M |
| Morgan Stanley | 0.00% | Add +0.5% | 111,649 | $6.4M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -0.7% | 108,174 | $6.2M |
| Balanced Rock Investment Advisors LLC | 4.52% | Reduce -8.0% | 107,818 | $6.2M |
| GTS Securities LLC | 0.24% | New | 107,055 | $6.1M |
| Invera Wealth Advisors, LLC | 3.75% | Reduce -5.1% | 106,244 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Add +318.0% | 104,620 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +4.6% | 90,932 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.5% | 89,411 | $5.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.6% | 86,819 | $5.0M |
| Bank of America Corp. | 0.00% | Reduce -25.6% | 86,388 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +698.5% | 80,728 | $4.6M |
| One Wealth Advisors, LLC | 0.57% | Reduce -17.6% | 78,970 | $4.5M |
| Decker Retirement Planning Inc. | 2.45% | Reduce -7.2% | 77,784 | $4.5M |
| Assetmark, Inc. | 0.01% | Reduce -23.8% | 77,643 | $4.4M |
| Accredited Investors Inc. | 0.24% | Reduce -4.7% | 74,934 | $4.3M |
| Atwater Malick LLC | 1.14% | No change | 68,225 | $3.9M |
| Cerity Partners LLC | 0.01% | Reduce -3.9% | 67,820 | $3.9M |
| Walkner Condon Financial Advisors LLC | 0.60% | Reduce -1.7% | 66,329 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.6% | 66,035 | $3.8M |
| GenWealth Group, Inc. | 0.68% | Add +1.5% | 64,154 | $3.7M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -2.1% | 63,261 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.5% | 62,906 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -18.1% | 61,880 | $3.5M |
| Financial Advisors, LLC | 0.60% | Add +0.0% | 59,527 | $3.4M |
| Ally Invest Advisors Inc. | 0.23% | Add +4.5% | 56,660 | $3.2M |
| CGC Financial Services, LLC | 0.87% | New | 54,813 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -5.0% | 49,824 | $2.9M |
| Sofi Wealth, LLC | 0.14% | Add +37.9% | 46,904 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +7.9% | 46,429 | $2.7M |
| GeoWealth Management, LLC | 0.10% | Reduce -14.3% | 45,569 | $2.6M |
| Opes Wealth Management LLC | 0.45% | Add +0.5% | 45,005 | $2.6M |
| Equita Financial Network, Inc. | 0.87% | Reduce -1.9% | 44,826 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +44.9% | 44,499 | $2.6M |
| Highland Financial Advisors, LLC | 0.73% | Add +15.6% | 44,304 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | New | 44,000 | $2.5M |
| Horst & Graben Wealth Management LLC | 0.38% | Reduce -23.4% | 43,216 | $2.5M |
| Gould Asset Management LLC | 0.45% | No change | 42,725 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -11.7% | 39,998 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -20.0% | 39,412 | $2.3M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -32.5% | 38,951 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -8.2% | 38,715 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +4.8% | 38,533 | $2.2M |
| Sharkey, Howes & Javer | 0.28% | Reduce -22.0% | 38,081 | $2.2M |
| Skyline Advisors, Inc. | 0.71% | Add +1.2% | 35,754 | $2.0M |
| Haverford Trust Co | 0.02% | Add +0.7% | 34,446 | $2.0M |
| Optas, LLC | 0.33% | Reduce -60.0% | 34,105 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | New | 32,375 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.4% | 31,343 | $1.8M |
| Halbert Hargrove Global Advisors, LLC | 0.09% | Reduce -1.4% | 30,355 | $1.7M |
| Perigon Wealth Management, LLC | 0.04% | Add +2.5% | 30,160 | $1.7M |
| Davis Wealth Advisors, LLC | 1.55% | Reduce -21.7% | 30,056 | $1.7M |
| Modern Wealth Management, LLC | 0.03% | Add +16.8% | 29,150 | $1.7M |
| Sandbox Financial Partners, LLC | 0.48% | Add +53.0% | 29,099 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 28,405 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.0% | 28,165 | $1.6M |
| Magnus Financial Group LLC | 0.13% | Add +0.1% | 27,775 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.4% | 27,427 | $1.6M |
| VERITY Wealth Advisors | 0.94% | No change | 26,031 | $1.5M |
| Ramiah Investment Group | 1.28% | Add +62.3% | 25,205 | $1.4M |
| MAI Capital Management | 0.01% | Add +33.5% | 24,862 | $1.4M |
| Amara Financial, Llc. | 1.04% | Add +0.4% | 24,736 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -36.0% | 24,547 | $1.4M |
| Values Added Financial LLC | 0.60% | Add +59.1% | 23,430 | $1.3M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -0.5% | 23,063 | $1.3M |
| Clarius Group, LLC | 0.08% | Add +0.0% | 22,653 | $1.3M |
| Diversified Trust Co. | 0.03% | Add +1.6% | 22,634 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -3.5% | 22,416 | $1.3M |
| RKL Wealth Management LLC | 0.11% | Add +0.2% | 21,575 | $1.2M |
| Cwm, LLC | 0.00% | Add +1.1% | 21,489 | $1.2M |
| Austin Private Wealth, LLC | 0.09% | Reduce -15.4% | 21,058 | $1.2M |
| Shotwell Rutter Baer Inc | 0.77% | Add +7.0% | 20,610 | $1.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.39% | Reduce -26.3% | 20,315 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.2% | 20,045 | $1.1M |
| RFG Advisory, LLC | 0.02% | Reduce -7.4% | 19,684 | $1.1M |
| MA Private Wealth | 0.18% | Reduce -18.6% | 19,083 | $1.1M |
| Mgo One Seven LLC | 0.02% | Reduce -24.9% | 18,678 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -20.8% | 18,627 | $1.1M |
| Perennial Investment Advisors, LLC | 0.08% | Add +0.7% | 17,630 | $1.0M |
| National Wealth Management Group, LLC | 0.37% | Add +1.2% | 16,912 | $969K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +79.2% | 16,479 | $944K |
| Creative Planning | 0.00% | Add +1.9% | 16,346 | $937K |
| Flow Traders U.S. LLC | 0.04% | Reduce -42.7% | 15,933 | $913K |
"% 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.