iShares ESG Advance MSCI USAUSXFETF
13F holders, Q4 2025 (December 31)281holders +21
26new positions
14sold out
$57.61avg. 13F price*
At the end of Q4 2025, 281 institutions reported holding iShares ESG Advance MSCI USA (USXF) in their 13F filings, up 21 from Q3 2025. 26 opened new positions and 14 sold out. The largest holders were Envestnet Asset Management Inc. ($153.6M), BlackRock, Inc. ($134.2M) and LPL Financial LLC ($51.7M).
- Company
- iShares ESG Advance MSCI USA
- CUSIP
- 46436E767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $6.1M |
| Exits | 14 | $11.9M |
All 13F filers, Q3 2025 → Q4 2025: 583,108 shares bought and 526,575 shares sold, net +56,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| Envestnet Asset Management Inc. | 0.05% | Reduce -1.1% | 2,667,032 | $153.6M |
| BlackRock, Inc. | 0.00% | Reduce -2.7% | 2,330,660 | $134.2M |
| LPL Financial LLC | 0.01% | Add +1.8% | 897,925 | $51.7M |
| Sei Investments Co. | 0.05% | Add +7.1% | 830,543 | $47.8M |
| SigFig Wealth Management, LLC | 1.15% | Add +0.5% | 670,255 | $38.6M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +0.1% | 525,690 | $30.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 500,953 | $28.8M |
| Federation des caisses Desjardins du Quebec | 0.09% | Add +8.0% | 390,978 | $22.5M |
| Mackenzie Financial Corp. | 0.02% | Add +0.9% | 357,927 | $20.8M |
| Park Avenue Securities LLC | 0.15% | Add +1.7% | 305,490 | $17.6M |
| Allworth Financial LP | 0.07% | Reduce -1.6% | 287,552 | $16.6M |
| Financial Connections Group, Inc. | 4.78% | Add +1.9% | 241,676 | $13.9M |
| Cetera Investment Advisers | 0.01% | Add +4.6% | 228,586 | $13.2M |
| MML Investors Services, LLC | 0.03% | Add +23.3% | 183,084 | $10.5M |
| Royal Bank of Canada | 0.00% | Add +21.7% | 181,974 | $10.5M |
| Spinnaker Trust | 0.49% | Reduce -0.2% | 160,570 | $9.2M |
| Morgan Stanley | 0.00% | Add +8.1% | 120,658 | $6.9M |
| Raymond James Financial Inc. | 0.00% | Add +14.6% | 119,911 | $6.9M |
| Regatta Capital Group, LLC | 1.04% | Add +3.4% | 119,066 | $6.9M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 118,110 | $6.8M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -3.3% | 104,618 | $6.0M |
| Bank of America Corp. | 0.00% | Add +19.9% | 103,549 | $6.0M |
| Balanced Rock Investment Advisors LLC | 4.20% | Reduce -4.8% | 102,592 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.3% | 95,901 | $5.5M |
| Invera Wealth Advisors, LLC | 3.49% | Reduce -9.8% | 95,787 | $5.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +104.5% | 90,000 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +4.0% | 83,986 | $4.9M |
| Cerity Partners LLC | 0.01% | Add +24.2% | 84,207 | $4.8M |
| Decker Retirement Planning Inc. | 2.38% | Add +7.0% | 83,226 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.0% | 78,986 | $4.5M |
| Assetmark, Inc. | 0.01% | Reduce -0.1% | 77,523 | $4.5M |
| One Wealth Advisors, LLC | 0.52% | Reduce -5.6% | 74,553 | $4.3M |
| Accredited Investors Inc. | 0.22% | Reduce -3.8% | 72,098 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -24.3% | 68,822 | $4.0M |
| Walkner Condon Financial Advisors LLC | 0.55% | Add +3.3% | 68,524 | $3.9M |
| Atwater Malick LLC | 1.08% | No change | 68,225 | $3.9M |
| Avise Financial Cooperative, Inc. | 3.43% | — | 65,554 | $3.8M |
| GenWealth Group, Inc. | 0.64% | Reduce -0.9% | 63,564 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.9% | 61,708 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.9% | 60,732 | $3.5M |
| Sofi Wealth, LLC | 0.17% | Add +25.5% | 58,851 | $3.4M |
| CGC Financial Services, LLC | 0.86% | Add +2.0% | 55,913 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.0% | 53,468 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +5.7% | 52,638 | $3.0M |
| Ally Invest Advisors Inc. | 0.20% | Reduce -9.8% | 51,094 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +8.7% | 50,488 | $2.9M |
| GeoWealth Management, LLC | 0.11% | Add +9.1% | 49,706 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Add +5.7% | 47,035 | $2.7M |
| Opes Wealth Management LLC | 0.44% | Add +0.6% | 45,274 | $2.6M |
| Horst & Graben Wealth Management LLC | 0.38% | Add +0.7% | 43,523 | $2.5M |
| Highland Financial Advisors, LLC | 0.69% | Reduce -2.8% | 43,052 | $2.5M |
| Equita Financial Network, Inc. | 0.74% | Reduce -5.0% | 42,579 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +5.6% | 41,605 | $2.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +6.2% | 41,375 | $2.4M |
| Gould Asset Management LLC | 0.42% | Reduce -4.1% | 40,975 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +2.0% | 39,306 | $2.3M |
| Sharkey, Howes & Javer | 0.28% | Add +2.2% | 38,924 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.6% | 38,537 | $2.2M |
| Modern Wealth Management, LLC | 0.04% | Add +21.9% | 35,521 | $2.0M |
| Skyline Advisors, Inc. | 0.67% | Reduce -2.3% | 34,920 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +7.6% | 34,841 | $2.0M |
| Haverford Trust Co | 0.02% | Add +0.0% | 34,461 | $2.0M |
| Optas, LLC | 0.30% | Reduce -1.0% | 33,774 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Add +21.0% | 33,196 | $1.9M |
| Perigon Wealth Management, LLC | 0.03% | Add +7.9% | 32,556 | $1.9M |
| Davis Wealth Advisors, LLC | 1.54% | Add +7.3% | 32,252 | $1.9M |
| Summit Wealth Group LLC / Co. | 0.24% | New | 30,870 | $1.8M |
| Halbert Hargrove Global Advisors, LLC | 0.08% | Add +1.3% | 30,757 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.1% | 29,029 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 28,405 | $1.6M |
| Magnus Financial Group LLC | 0.12% | Add +0.1% | 27,815 | $1.6M |
| Values Added Financial LLC | 0.67% | Add +17.8% | 27,604 | $1.6M |
| GC Wealth Management RIA, LLC | 0.06% | Add +161.1% | 27,053 | $1.6M |
| Amara Financial, Llc. | 1.06% | Add +7.3% | 26,531 | $1.5M |
| VERITY Wealth Advisors | 0.93% | No change | 26,031 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Add +34.0% | 24,970 | $1.4M |
| MAI Capital Management | 0.01% | Add +0.1% | 24,898 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -23.9% | 23,859 | $1.4M |
| &partners | 0.01% | Add +66.6% | 23,906 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -64.1% | 22,709 | $1.3M |
| Clarius Group, LLC | 0.07% | Add +0.0% | 22,657 | $1.3M |
| Diversified Trust Co. | 0.02% | No change | 22,634 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.3% | 22,537 | $1.3M |
| RKL Wealth Management LLC | 0.10% | Add +0.3% | 21,642 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -0.3% | 21,417 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -4.8% | 21,328 | $1.2M |
| Sandbox Financial Partners, LLC | 0.34% | Reduce -26.8% | 21,303 | $1.2M |
| Shotwell Rutter Baer Inc | 0.72% | Reduce -0.7% | 20,470 | $1.2M |
| Austin Private Wealth, LLC | 0.09% | Reduce -2.8% | 20,470 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +94.9% | 20,309 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 20,167 | $1.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.25% | Reduce -2.3% | 19,852 | $1.1M |
| MA Private Wealth | 0.18% | Add +0.5% | 19,169 | $1.1M |
| Mgo One Seven LLC | 0.02% | Reduce -3.5% | 18,015 | $1.0M |
| Creative Planning | 0.00% | Add +7.9% | 17,637 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -28.5% | 17,556 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +6.0% | 17,476 | $1.0M |
| National Wealth Management Group, LLC | 0.34% | Add +1.1% | 17,099 | $985K |
| Mariner, LLC | 0.00% | Add +19.0% | 16,779 | $966K |
| Aufman Associates Inc | 0.49% | Add +5.9% | 16,585 | $955K |
"% 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.