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 |
| Jane Street Group, LLC | 0.00% | Add +117.6% | 15,813 | $906K |
| Aufman Associates Inc | 0.51% | Add +14.7% | 15,656 | $897K |
| Stewardship Advisors, LLC | 0.21% | Reduce -4.3% | 15,590 | $893K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -21.8% | 15,044 | $862K |
| Pine Harbor Wealth Management, LLC | 0.28% | Reduce -0.4% | 15,013 | $860K |
| Wealth Alliance, LLC | 0.09% | Reduce -22.0% | 14,717 | $843K |
| Regal Investment Advisors LLC | 0.05% | Reduce -30.3% | 14,532 | $833K |
| &partners | 0.01% | Add +100.5% | 14,351 | $831K |
| Mariner, LLC | 0.00% | Reduce -5.6% | 14,099 | $808K |
| Central Pacific Bank - Trust Division | 0.10% | No change | 13,920 | $798K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -28.9% | 13,838 | $793K |
| Keystone Financial Services | 0.25% | Add +1.1% | 13,801 | $791K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.5% | 13,217 | $757K |
| World Investment Advisors | 0.02% | Reduce -22.1% | 13,071 | $749K |
| Van Hulzen Asset Management, LLC | 0.05% | Reduce -3.4% | 12,859 | $737K |
| Maia Wealth LLC | 0.12% | Reduce -18.6% | 12,616 | $735K |
| Oregon Pacific Wealth Management, LLC | 0.62% | Reduce -10.1% | 12,542 | $719K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.7% | 12,155 | $697K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.2% | 11,910 | $683K |
| eCIO, Inc. | 0.25% | Reduce -10.2% | 11,723 | $672K |
| JMG Financial Group, Ltd. | 0.02% | No change | 11,633 | $667K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.9% | 11,537 | $661K |
| F/m Investments LLC | 0.03% | Reduce -36.9% | 11,461 | $657K |
| Crew Capital Management, Ltd | 0.44% | Reduce -36.9% | 11,461 | $657K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -3.7% | 10,819 | $620K |
| One Wealth Capital Management, LLC | 0.28% | Reduce -23.7% | 10,713 | $614K |
| CoreCap Advisors, LLC | 0.02% | Reduce -2.2% | 10,678 | $612K |
| Ameriprise Financial Inc. | 0.00% | New | 10,421 | $597K |
| GC Wealth Management RIA, LLC | 0.02% | New | 10,360 | $594K |
| West Wealth Group, LLC | 0.13% | Reduce -1.7% | 10,337 | $590K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -9.5% | 10,002 | $573K |
| MBE Wealth Management, LLC | 0.24% | Reduce -17.8% | 9,736 | $558K |
| UBS Group AG | 0.00% | Reduce -2.1% | 9,622 | $551K |
| Eq LLC | 0.19% | Reduce -0.1% | 9,542 | $547K |
| Agf Management Ltd. | 0.00% | Add +40.3% | 9,400 | $539K |
| FMR LLC | 0.00% | Reduce -38.3% | 9,276 | $532K |
| Physician Wealth Advisors, Inc. | 0.08% | No change | 9,251 | $530K |
| Wealthgarden F.S. LLC | 0.37% | Reduce -21.3% | 9,019 | $519K |
| International Assets Investment Management, LLC | 0.04% | No change | 9,416 | $506K |
| LifePlan Investment Advisors, Inc. | 0.21% | Reduce -27.6% | 8,793 | $504K |
| Lifelong Wealth Advisors, Inc. | 0.15% | Reduce -0.5% | 8,759 | $502K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 8,214 | $471K |
| Theory Financial LLC | 0.16% | Reduce -33.7% | 8,084 | $465K |
| Atria Investments, Inc | 0.01% | Reduce -16.7% | 8,087 | $463K |
| Strategic Blueprint, LLC | 0.02% | Reduce -12.1% | 8,034 | $460K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.9% | 7,995 | $458K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.8% | 7,984 | $458K |
| Copperleaf Capital, LLC | 0.22% | Reduce -44.0% | 7,946 | $455K |
| Sage Financial Management Group, Inc. | 0.14% | No change | 7,884 | $452K |
| KWB Wealth | 0.05% | Add +1.3% | 8,223 | $443K |
| RCS Financial Planning, LLC | 0.20% | New | 7,703 | $441K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -25.1% | 7,632 | $437K |
| Attessa Capital LLC | 0.25% | Reduce -3.1% | 7,492 | $429K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -13.8% | 7,457 | $427K |
| Tortoise Investment Management, LLC | 0.04% | No change | 7,262 | $416K |
| Spectrum Planning & Advisory Services Inc. | 0.23% | Reduce -0.5% | 7,215 | $413K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.1% | 7,055 | $404K |
| Tempus Wealth Planning, LLC | 0.09% | Reduce -5.7% | 6,817 | $391K |
| Savvy Advisors, Inc. | 0.02% | Reduce -5.0% | 6,803 | $390K |
| Endeavor Private Wealth, Inc. | 0.12% | Add +12.6% | 6,604 | $378K |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 6,601 | $378K |
| Ascent Group, LLC | 0.01% | Reduce -24.6% | 6,433 | $369K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 6,385 | $366K |
| Betterment LLC | 0.00% | Reduce -8.3% | 6,329 | $363K |
| Curtis Advisory Group, LLC | 0.08% | Reduce -34.4% | 6,331 | $363K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -34.9% | 6,073 | $358K |
| Beacon Financial Group | 0.03% | Reduce -0.9% | 6,131 | $351K |
| Buttonwood Financial Group, LLC | 0.15% | Reduce -23.4% | 6,092 | $350K |
| US Bancorp \de | 0.00% | No change | 5,900 | $338K |
| Alpha Financial Advisors, LLC | 0.12% | Add +0.2% | 5,827 | $334K |
| Penobscot Wealth Management | 0.11% | New | 5,753 | $330K |
| Milestone Investment Advisors LLC | 0.08% | Reduce -0.1% | 5,752 | $330K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -14.4% | 5,532 | $317K |
| Hoxton Planning & Management, LLC | 0.10% | Reduce -20.3% | 5,490 | $315K |
| Keel Point, LLC | 0.02% | No change | 5,466 | $313K |
| Harbour Investments, Inc. | 0.01% | Reduce -14.4% | 5,465 | $313K |
| Elmwood Wealth Management, Inc. | 0.11% | No change | 5,322 | $305K |
| Stratos Investment Management, LLC | 0.01% | No change | 5,293 | $303K |
| Zacks Investment Management | 0.00% | No change | 5,215 | $299K |
| Capital Analysts, LLC | 0.01% | Reduce -22.3% | 5,195 | $298K |
| Goldstein Advisors, LLC | 0.04% | Reduce -1.9% | 5,198 | $298K |
| Centurion Wealth Management LLC | 0.07% | Reduce -4.5% | 5,149 | $295K |
| Composition Wealth, LLC | 0.00% | Reduce -76.7% | 5,149 | $295K |
| WBH Advisory Inc. | 0.02% | Reduce -28.1% | 5,117 | $293K |
| One Capital Management, LLC | 0.01% | Reduce -3.8% | 5,040 | $289K |
| Gen-Wealth Partners Inc | 0.09% | Reduce -28.9% | 4,831 | $277K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -17.2% | 4,816 | $276K |
| Sovran Advisors, LLC | 0.02% | Reduce -7.0% | 4,665 | $275K |
| Warner Financial, Inc. | 0.10% | New | 4,640 | $266K |
| Apollon Wealth Management, LLC | 0.00% | No change | 4,592 | $263K |
| Sigma Planning Corp | 0.01% | Reduce -2.4% | 4,482 | $257K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -20.6% | 4,481 | $257K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -20.6% | 4,481 | $257K |
| Northern Capital Management, Inc. | 0.14% | No change | 4,455 | $255K |
| Braun-Bostich & Associates Inc. | 0.16% | Reduce -16.4% | 4,413 | $253K |
| Trilogy Capital Inc. | 0.01% | Reduce -35.1% | 4,391 | $252K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -21.5% | 4,332 | $248K |
| Jones Financial Companies LLLP | 0.00% | Add +17.0% | 4,373 | $248K |
| Valtinson Bruner Financial Planning LLC | 0.07% | Reduce -14.8% | 4,177 | $239K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -52.6% | 4,131 | $237K |
| Sovereign Financial Group, Inc. | 0.04% | Reduce -23.6% | 4,071 | $233K |
| Pallas Capital Advisors LLC | 0.01% | No change | 3,988 | $229K |
| Aire Advisors, LLC | 0.04% | Reduce -2.8% | 3,930 | $225K |
| Focus Partners Wealth | 0.00% | No change | 3,879 | $222K |
| Wall Street Financial Group, Inc. | 0.16% | Add +3.3% | 3,871 | $222K |
| Captrust Financial Advisors | 0.00% | No change | 3,830 | $219K |
| JB Capital LLC | 0.01% | Reduce -23.1% | 3,826 | $219K |
| Focus Financial Network, Inc. | 0.01% | No change | 3,799 | $218K |
| Armstrong, Fleming & Moore, Inc | 0.10% | New | 3,782 | $217K |
| Sax Wealth Advisors, LLC | 0.01% | New | 3,750 | $215K |
| Madison Wealth Partners, Inc | 0.04% | No change | 3,745 | $215K |
| Cora Capital Advisors LLC | 0.09% | New | 3,728 | $214K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -6.2% | 3,698 | $212K |
| Insight Wealth Strategies, LLC | 0.02% | Reduce -4.0% | 3,677 | $211K |
| Wealth Group Ltd | 0.05% | New | 3,569 | $205K |
| Kestra Investment Management, LLC | 0.01% | Reduce -16.8% | 3,511 | $201K |
| Financial Gravity Asset Management, Inc. | 0.04% | — | 3,151 | $181K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,115 | $179K |
| AE Wealth Management LLC | 0.00% | Reduce -4.6% | 3,030 | $174K |
| Advisory Services Network, LLC | 0.00% | Reduce -24.7% | 3,030 | $174K |
| Principal Securities, Inc. | 0.00% | No change | 2,988 | $171K |
| Global Retirement Partners, LLC | 0.00% | Reduce -24.2% | 2,576 | $148K |
| Raelipskie Partnership | 0.06% | No change | 2,250 | $129K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -29.0% | 2,189 | $125K |
| Comerica Bank | 0.00% | Reduce -23.9% | 2,108 | $121K |
| Wagner Wealth Management, LLC | 0.03% | Add +0.2% | 1,910 | $109K |
| Rossby Financial, LCC | 0.04% | No change | 1,898 | $109K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -4.0% | 1,774 | $102K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -4.8% | 1,767 | $101K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -9.4% | 1,763 | $101K |
| Archer Investment Corp | 0.02% | Reduce -26.6% | 1,454 | $83K |
| Rossmore Private Capital | 0.01% | New | 1,403 | $80K |
| Lanark Financial, Inc. | 0.00% | No change | 825 | $47K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.2% | 819 | $47K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -26.3% | 747 | $43K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | Add +107.5% | 689 | $39K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 673 | $39K |
| NBT Bank, N.A. | 0.00% | New | 57 | $38K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -37.4% | 645 | $37K |
| Evolution Wealth Management Inc. | 0.04% | No change | 597 | $34K |
| Creative Financial Designs Inc. | 0.00% | Reduce -85.1% | 537 | $31K |
| CVA Family Office, LLC | 0.00% | No change | 526 | $30K |
| Smartleaf Asset Management LLC | 0.00% | No change | 492 | $28K |
| Golden State Wealth Management, LLC | 0.00% | No change | 469 | $27K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.3% | 379 | $22K |
| Birchbrook, Inc. | 0.01% | No change | 356 | $20K |
| Investors Research Corp | 0.00% | Add +144.7% | 301 | $17K |
| WealthShield Partners, LLC | 0.00% | Reduce -30.5% | 289 | $17K |
| Kilter Group LLC | 0.01% | Reduce -21.4% | 261 | $15K |
| Bank of Montreal | 0.00% | Reduce -29.1% | 236 | $14K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 216 | $12K |
| Mather Group, Llc. | 0.00% | New | 179 | $10K |
| Wolff Wiese Magana LLC | 0.00% | Add +60.7% | 135 | $8K |
| IFP Advisors, Inc | 0.00% | No change | 114 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 107 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 107 | $6K |
| Abound Wealth Management | 0.00% | New | 50 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $3K |
| Citigroup Inc. | 0.00% | Reduce -100.0% | 1 | $57 |
| RMG Wealth Management LLC | 0.00% | New | 1,600 | $0 |
"% 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.