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 |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -8.1% | 16,201 | $933K |
| Stewardship Advisors, LLC | 0.22% | Add +3.7% | 16,171 | $931K |
| RFG Advisory, LLC | 0.02% | Reduce -22.6% | 15,234 | $877K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +0.1% | 15,051 | $867K |
| Pine Harbor Wealth Management, LLC | 0.26% | No change | 15,013 | $864K |
| Central Pacific Bank - Trust Division | 0.11% | Add +7.1% | 14,903 | $858K |
| Wealth Alliance, LLC | 0.08% | Reduce -1.0% | 14,575 | $839K |
| Regal Investment Advisors LLC | 0.05% | Reduce -1.6% | 14,301 | $823K |
| World Investment Advisors | 0.01% | Add +9.2% | 14,268 | $822K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.3% | 13,881 | $799K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.1% | 13,232 | $762K |
| Ameritas Advisory Services, LLC | 0.03% | Add +1803.7% | 12,279 | $707K |
| eCIO, Inc. | 0.33% | Add +3.5% | 12,133 | $699K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 12,120 | $698K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.7% | 12,075 | $695K |
| Coldstream Capital Management Inc. | 0.01% | No change | 11,910 | $686K |
| JMG Financial Group, Ltd. | 0.02% | No change | 11,633 | $670K |
| CoreCap Advisors, LLC | 0.02% | Add +8.6% | 11,596 | $668K |
| Asempa Wealth Advisors | 0.57% | — | 11,548 | $665K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 11,537 | $664K |
| Van Hulzen Asset Management, LLC | 0.05% | Reduce -11.9% | 11,324 | $652K |
| F/m Investments LLC | 0.02% | Reduce -4.6% | 10,931 | $630K |
| Crew Capital Management, Ltd | 0.40% | Reduce -4.6% | 10,931 | $629K |
| Venturi Wealth Management, LLC | 0.03% | Add +0.6% | 10,884 | $627K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.9% | 10,197 | $587K |
| West Wealth Group, LLC | 0.12% | Reduce -1.4% | 10,193 | $587K |
| Jane Street Group, LLC | 0.00% | Reduce -36.5% | 10,033 | $578K |
| One Wealth Capital Management, LLC | 0.24% | Reduce -8.8% | 9,775 | $563K |
| Keystone Financial Services | 0.17% | Reduce -29.6% | 9,717 | $560K |
| UBS Group AG | 0.00% | Add +0.9% | 9,708 | $559K |
| International Assets Investment Management, LLC | 0.04% | Add +2.3% | 9,631 | $555K |
| LifePlan Investment Advisors, Inc. | 0.22% | Add +7.5% | 9,451 | $544K |
| Advisory Services Network, LLC | 0.01% | Add +202.8% | 9,174 | $528K |
| Wealthgarden F.S. LLC | 0.34% | Reduce -3.0% | 8,753 | $515K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 8,892 | $512K |
| RCS Financial Planning, LLC | 0.22% | Add +14.9% | 8,851 | $510K |
| Susquehanna International Group, LLP | 0.00% | Add +24.1% | 8,752 | $504K |
| Dana Investment Advisors, Inc. | 0.01% | New | 8,652 | $498K |
| Atria Investments, Inc | 0.01% | Add +6.6% | 8,620 | $496K |
| MBE Wealth Management, LLC | 0.21% | Reduce -12.1% | 8,559 | $493K |
| Physician Wealth Advisors, Inc. | 0.07% | Reduce -8.6% | 8,456 | $487K |
| Theory Financial LLC | 0.16% | Add +2.1% | 8,251 | $486K |
| Agf Management Ltd. | 0.00% | Reduce -10.6% | 8,400 | $484K |
| Lifelong Wealth Advisors, Inc. | 0.13% | Reduce -4.7% | 8,349 | $481K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 8,214 | $473K |
| KWB Wealth | 0.04% | Reduce -0.6% | 8,174 | $471K |
| Valmark Advisers, Inc. | 0.01% | No change | 7,984 | $460K |
| Archer Investment Management, LLC | 0.25% | New | 7,971 | $459K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +4.1% | 7,942 | $457K |
| Diversify Wealth Management, LLC | 0.02% | New | 7,669 | $452K |
| Attessa Capital LLC | 0.25% | Add +4.8% | 7,850 | $452K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.0% | 7,757 | $447K |
| Sage Financial Management Group, Inc. | 0.13% | Reduce -3.0% | 7,648 | $440K |
| Bank of Montreal | 0.00% | Add +3060.6% | 7,459 | $429K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.05% | — | 7,358 | $424K |
| US Bancorp \de | 0.00% | Add +23.6% | 7,293 | $420K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.2% | 7,221 | $416K |
| Spectrum Planning & Advisory Services Inc. | 0.21% | Reduce -0.3% | 7,190 | $414K |
| Jones Financial Companies LLLP | 0.00% | Add +62.7% | 7,114 | $410K |
| Maia Wealth LLC | 0.07% | Reduce -44.4% | 7,019 | $409K |
| Savvy Advisors, Inc. | 0.01% | Add +3.6% | 7,049 | $406K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -4.8% | 6,912 | $398K |
| Tempus Wealth Planning, LLC | 0.09% | Reduce -2.2% | 6,664 | $384K |
| Stifel Financial Corp. | 0.00% | No change | 6,601 | $380K |
| Betterment LLC | 0.00% | Add +3.3% | 6,537 | $376K |
| Eq LLC | 0.11% | Reduce -32.4% | 6,454 | $372K |
| Cora Capital Advisors LLC | 0.14% | Add +73.1% | 6,453 | $372K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 6,385 | $368K |
| Curtis Advisory Group, LLC | 0.08% | No change | 6,331 | $365K |
| Hoxton Planning & Management, LLC | 0.11% | Add +12.9% | 6,200 | $357K |
| Beacon Financial Group | 0.04% | No change | 6,131 | $353K |
| Alpha Financial Advisors, LLC | 0.11% | Add +3.1% | 6,006 | $346K |
| Penobscot Wealth Management | 0.11% | Add +3.5% | 5,955 | $343K |
| Oregon Pacific Wealth Management, LLC | 0.35% | Reduce -52.8% | 5,920 | $341K |
| Financially in Tune, LLC | 0.31% | — | 5,795 | $334K |
| Milestone Investment Advisors LLC | 0.08% | No change | 5,752 | $331K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -11.2% | 5,394 | $320K |
| Strategic Blueprint, LLC | 0.02% | Reduce -31.4% | 5,508 | $317K |
| Keel Point, LLC | 0.02% | No change | 5,466 | $315K |
| Endeavor Private Wealth, Inc. | 0.09% | Reduce -18.2% | 5,403 | $311K |
| Capital Analysts, LLC | 0.01% | Add +2.6% | 5,329 | $307K |
| Elmwood Wealth Management, Inc. | 0.10% | No change | 5,322 | $306K |
| Northland Securities, Inc. | 0.29% | — | 5,256 | $303K |
| Stratos Investment Management, LLC | 0.01% | Reduce -1.3% | 5,222 | $301K |
| Zacks Investment Management | 0.00% | No change | 5,215 | $300K |
| WBH Advisory Inc. | 0.02% | Add +1.9% | 5,214 | $300K |
| Goldstein Advisors, LLC | 0.03% | Reduce -0.3% | 5,181 | $298K |
| Composition Wealth, LLC | 0.00% | Add +0.2% | 5,161 | $297K |
| Centurion Wealth Management LLC | 0.07% | Add +0.0% | 5,151 | $297K |
| Ascent Group, LLC | 0.01% | Reduce -20.6% | 5,105 | $294K |
| Gateway Wealth Partners, LLC | 0.03% | New | 5,103 | $294K |
| Capital Asset Advisory Services LLC | 0.01% | Add +10.0% | 4,929 | $291K |
| Axxcess Wealth Management, LLC | 0.01% | Add +10.0% | 4,929 | $284K |
| Vantus Wealth LLC | 0.21% | — | 4,922 | $283K |
| Warner Financial, Inc. | 0.10% | Add +5.8% | 4,911 | $283K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -11.9% | 4,872 | $281K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +1.2% | 4,872 | $281K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.14% | — | 4,776 | $275K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 4,636 | $267K |
| Apollon Wealth Management, LLC | 0.00% | No change | 4,592 | $264K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,573 | $263K |
| Gen-Wealth Partners Inc | 0.08% | Reduce -7.5% | 4,468 | $257K |
| Northern Capital Management, Inc. | 0.14% | No change | 4,455 | $257K |
| Traveka Wealth, LLC | 0.10% | New | 4,453 | $256K |
| Trilogy Capital Inc. | 0.01% | Add +0.6% | 4,417 | $254K |
| Harbour Investments, Inc. | 0.01% | Reduce -20.0% | 4,374 | $252K |
| Bison Wealth, LLC | 0.03% | New | 4,434 | $245K |
| Godfrey Financial Associates, Inc. | 0.21% | — | 4,235 | $244K |
| AE Wealth Management LLC | 0.00% | Add +38.3% | 4,190 | $241K |
| JB Capital LLC | 0.01% | Add +7.2% | 4,100 | $236K |
| Sovereign Financial Group, Inc. | 0.04% | Add +0.4% | 4,086 | $235K |
| Cypress Wealth Services, LLC | 0.03% | Reduce -6.0% | 4,073 | $235K |
| One Capital Management, LLC | 0.01% | Reduce -19.4% | 4,062 | $234K |
| Sovran Advisors, LLC | 0.02% | Reduce -15.8% | 3,930 | $232K |
| Pallas Capital Advisors LLC | 0.01% | No change | 3,988 | $230K |
| Wall Street Financial Group, Inc. | 0.17% | Add +2.5% | 3,967 | $228K |
| Braun-Bostich & Associates Inc. | 0.14% | Reduce -10.9% | 3,931 | $226K |
| Aire Advisors, LLC | 0.04% | Reduce -0.1% | 3,924 | $226K |
| Sax Wealth Advisors, LLC | 0.01% | Add +3.7% | 3,888 | $224K |
| Focus Partners Wealth | 0.00% | No change | 3,879 | $223K |
| Madison Wealth Partners, Inc | 0.04% | Add +3.4% | 3,874 | $223K |
| Focus Financial Network, Inc. | 0.01% | Add +0.0% | 3,800 | $219K |
| Rockefeller Capital Management L.P. | 0.00% | Add +20.7% | 3,759 | $216K |
| Buttonwood Financial Group, LLC | 0.11% | Reduce -41.1% | 3,589 | $212K |
| FMR LLC | 0.00% | Reduce -60.5% | 3,669 | $211K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -0.8% | 3,668 | $211K |
| Insight Wealth Strategies, LLC | 0.02% | Reduce -0.2% | 3,668 | $211K |
| Corient Private Wealth LP | 0.00% | New | 3,622 | $209K |
| Sigma Planning Corp | 0.01% | Reduce -20.3% | 3,572 | $206K |
| Kestra Investment Management, LLC | 0.01% | Add +1.7% | 3,572 | $206K |
| Wealth Group Ltd | 0.05% | No change | 3,569 | $206K |
| First National Trust Co | 0.01% | New | 3,525 | $203K |
| Financial Gravity Asset Management, Inc. | 0.03% | Reduce -2.0% | 3,088 | $178K |
| Raelipskie Partnership | 0.06% | Add +6.9% | 2,405 | $138K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.2% | 2,193 | $126K |
| Comerica Bank | 0.00% | Reduce -5.7% | 1,987 | $114K |
| Wagner Wealth Management, LLC | 0.02% | Add +0.3% | 1,916 | $110K |
| Rossby Financial, LCC | 0.03% | No change | 1,898 | $109K |
| Global Retirement Partners, LLC | 0.00% | Reduce -28.1% | 1,852 | $107K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -1.0% | 1,757 | $101K |
| National Bank of Canada | 0.00% | New | 1,700 | $98K |
| Archer Investment Corp | 0.02% | Add +0.1% | 1,455 | $84K |
| Rossmore Private Capital | 0.01% | No change | 1,403 | $81K |
| Bessemer Group Inc. | 0.00% | New | 1,265 | $73K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,187 | $68K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +48.9% | 1,002 | $58K |
| Evolution Wealth Management Inc. | 0.05% | Add +64.8% | 984 | $57K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 979 | $56K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -47.8% | 921 | $53K |
| Dunhill Financial, LLC | 0.02% | New | 907 | $52K |
| Lanark Financial, Inc. | 0.00% | No change | 825 | $48K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.2% | 821 | $47K |
| Birchbrook, Inc. | 0.02% | Add +128.7% | 814 | $47K |
| Triumph Capital Management | 0.01% | New | 803 | $46K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.3% | 715 | $41K |
| NBT Bank, N.A. | 0.00% | Add +1.8% | 58 | $38K |
| Investors Research Corp | 0.01% | Add +82.4% | 549 | $32K |
| CVA Family Office, LLC | 0.00% | No change | 526 | $30K |
| Smartleaf Asset Management LLC | 0.00% | No change | 492 | $29K |
| Cornerstone Planning Group LLC | 0.00% | Add +22.4% | 464 | $28K |
| Golden State Wealth Management, LLC | 0.00% | No change | 469 | $27K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 421 | $24K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 407 | $23K |
| Creative Financial Designs Inc. | 0.00% | Reduce -42.8% | 307 | $18K |
| WealthShield Partners, LLC | 0.00% | Add +2.4% | 296 | $17K |
| Kilter Group LLC | 0.01% | Reduce -5.0% | 248 | $14K |
| Camelot Portfolios, LLC | 0.01% | New | 224 | $13K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 216 | $12K |
| Arax Advisory Partners | 0.00% | New | 211 | $12K |
| Wolff Wiese Magana LLC | 0.01% | Add +18.5% | 160 | $9K |
| NFSG Corp | 0.00% | New | 130 | $7K |
| 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 |
| Atomic Invest LLC | 0.00% | — | 73 | $4K |
| SageView Advisory Group, LLC | 0.00% | New | 60 | $3K |
| Abound Wealth Management | 0.00% | No change | 50 | $3K |
| Larson Financial Group LLC | 0.00% | New | 47 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $3K |
| Key Capital Management, INC | 0.00% | — | 37 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 33 | $2K |
"% 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.