iShares ESG Advance MSCI USAUSXFETF
13F holders, Q1 2026 (March 31)271holders −10
17new positions
21sold out
$55.28avg. 13F price*
At the end of Q1 2026, 271 institutions reported holding iShares ESG Advance MSCI USA (USXF) in their 13F filings, down 10 from Q4 2025. 17 opened new positions and 21 sold out. The largest holders were Envestnet Asset Management Inc. ($153.8M), BlackRock, Inc. ($130.9M) and LPL Financial LLC ($53.5M).
- Company
- iShares ESG Advance MSCI USA
- CUSIP
- 46436E767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $19.5M |
| Exits | 21 | $4.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,207,524 shares bought and 1,407,041 shares sold, net −199,517 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| Envestnet Asset Management Inc. | 0.04% | Add +4.5% | 2,786,661 | $153.8M |
| BlackRock, Inc. | 0.00% | Add +1.7% | 2,370,895 | $130.9M |
| LPL Financial LLC | 0.01% | Add +8.0% | 970,064 | $53.5M |
| Sei Investments Co. | 0.04% | Add +5.5% | 876,093 | $48.4M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Reduce -1.4% | 518,560 | $28.6M |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 520,923 | $27.8M |
| Mackenzie Financial Corp. | 0.02% | Add +3.9% | 371,876 | $20.5M |
| Park Avenue Securities LLC | 0.13% | Add +1.6% | 310,256 | $17.1M |
| Allworth Financial LP | 0.07% | Add +0.9% | 290,020 | $16.0M |
| Apella Capital, LLC | 0.21% | New | 229,221 | $14.2M |
| Cetera Investment Advisers | 0.01% | Add +1.6% | 232,254 | $12.8M |
| Financial Connections Group, Inc. | 4.37% | Reduce -5.8% | 227,786 | $12.6M |
| MML Investors Services, LLC | 0.03% | Reduce -9.8% | 165,104 | $9.1M |
| Spinnaker Trust | 0.48% | Reduce -2.9% | 155,960 | $8.6M |
| Morgan Stanley | 0.00% | Add +13.6% | 137,108 | $7.6M |
| Wells Fargo & Company | 0.00% | Add +13.3% | 133,772 | $7.4M |
| Royal Bank of Canada | 0.00% | Reduce -27.9% | 131,211 | $7.2M |
| Raymond James Financial Inc. | 0.00% | Add +8.1% | 129,642 | $7.2M |
| Regatta Capital Group, LLC | 1.06% | Add +6.5% | 126,785 | $7.0M |
| Cerity Partners LLC | 0.01% | Add +26.0% | 106,085 | $5.9M |
| Balanced Rock Investment Advisors LLC | 4.03% | Add +1.5% | 104,099 | $5.7M |
| Bank of America Corp. | 0.00% | Add +0.2% | 103,795 | $5.7M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -4.0% | 100,458 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.6% | 96,470 | $5.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +175.3% | 95,906 | $5.3M |
| Pathstone Holdings, LLC | 0.02% | Add +52.3% | 93,966 | $5.2M |
| Decker Retirement Planning Inc. | 2.34% | Add +12.2% | 93,408 | $5.2M |
| Archer Investment Management, LLC | 1.99% | Add +977.0% | 85,845 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.4% | 81,964 | $4.5M |
| Assetmark, Inc. | 0.01% | Add +1.6% | 78,747 | $4.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -14.1% | 77,300 | $4.3M |
| Sofi Wealth, LLC | 0.20% | Add +24.8% | 73,467 | $4.1M |
| One Wealth Advisors, LLC | 0.50% | Reduce -3.2% | 72,193 | $4.0M |
| Avise Financial Cooperative, Inc. | 3.29% | Add +9.0% | 71,447 | $3.9M |
| Accredited Investors Inc. | 0.21% | Reduce -2.0% | 70,646 | $3.9M |
| Walkner Condon Financial Advisors LLC | 0.51% | Add +1.3% | 69,421 | $3.8M |
| Atwater Malick LLC | 1.02% | No change | 68,225 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.2% | 67,306 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.9% | 66,456 | $3.7M |
| GenWealth Group, Inc. | 0.61% | Add +2.2% | 64,975 | $3.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +176.7% | 62,838 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.2% | 59,405 | $3.3M |
| Optas, LLC | 0.49% | Add +72.5% | 58,260 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.8% | 57,618 | $3.2M |
| Modern Wealth Management, LLC | 0.05% | Add +56.8% | 55,706 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Add +18.8% | 55,868 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.9% | 53,617 | $3.0M |
| CGC Financial Services, LLC | 0.85% | Reduce -4.7% | 53,270 | $2.9M |
| Ally Invest Advisors Inc. | 0.19% | Add +0.9% | 51,564 | $2.8M |
| GeoWealth Management, LLC | 0.10% | Add +1.8% | 50,602 | $2.8M |
| Horst & Graben Wealth Management LLC | 0.37% | Reduce -2.0% | 42,655 | $2.7M |
| Highland Financial Advisors, LLC | 0.70% | Add +12.0% | 48,204 | $2.7M |
| Invera Wealth Advisors, LLC | 1.70% | Reduce -50.0% | 47,904 | $2.6M |
| Clearstead Advisors, LLC | 0.02% | New | 45,746 | $2.5M |
| Opes Wealth Management LLC | 0.43% | No change | 45,274 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -11.2% | 44,836 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.1% | 41,165 | $2.4M |
| Gould Asset Management LLC | 0.41% | Add +3.9% | 42,555 | $2.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.5% | 41,168 | $2.3M |
| Equita Financial Network, Inc. | 0.71% | Reduce -4.5% | 40,680 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Add +17.6% | 39,030 | $2.2M |
| Sharkey, Howes & Javer | 0.29% | Reduce -0.6% | 38,685 | $2.1M |
| &partners | 0.01% | Add +60.9% | 38,471 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -3.0% | 38,111 | $2.1M |
| Skyline Advisors, Inc. | 0.72% | Add +7.7% | 37,594 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Add +47.2% | 36,746 | $2.0M |
| Amara Financial, Llc. | 1.36% | Add +34.5% | 35,691 | $2.0M |
| Perigon Wealth Management, LLC | 0.04% | Add +9.6% | 35,689 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.4% | 35,668 | $2.0M |
| Values Added Financial LLC | 0.81% | Add +26.4% | 34,897 | $1.9M |
| Haverford Trust Co | 0.02% | Add +0.0% | 34,476 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +14.2% | 33,150 | $1.8M |
| Davis Wealth Advisors, LLC | 1.49% | Add +0.8% | 32,523 | $1.8M |
| Summit Wealth Group LLC / Co. | 0.18% | Add +0.6% | 31,046 | $1.7M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -95.6% | 29,588 | $1.6M |
| GC Wealth Management RIA, LLC | 0.07% | Add +8.8% | 29,445 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +44.0% | 29,247 | $1.6M |
| TD Waterhouse Canada Inc. | 0.00% | No change | 28,405 | $1.6M |
| MAI Capital Management | 0.01% | Add +6.6% | 26,550 | $1.5M |
| Magnus Financial Group LLC | 0.12% | Reduce -4.8% | 26,493 | $1.5M |
| VERITY Wealth Advisors | 0.97% | Add +0.8% | 26,236 | $1.4M |
| Cwm, LLC | 0.00% | Add +20.5% | 25,813 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Add +6.1% | 23,918 | $1.3M |
| Diversified Trust Co. | 0.02% | Add +0.3% | 22,714 | $1.3M |
| RKL Wealth Management LLC | 0.11% | Add +0.2% | 21,690 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.5% | 21,487 | $1.2M |
| National Wealth Management Group, LLC | 0.44% | Add +23.9% | 21,190 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.6% | 20,982 | $1.2M |
| Shotwell Rutter Baer Inc | 0.67% | Add +1.5% | 20,769 | $1.1M |
| Sandbox Financial Partners, LLC | 0.31% | Reduce -5.4% | 20,162 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.34% | Reduce -0.1% | 19,832 | $1.1M |
| Capital Analysts, LLC | 0.03% | Add +261.6% | 19,269 | $1.1M |
| MA Private Wealth | 0.18% | No change | 19,169 | $1.1M |
| Mgo One Seven LLC | 0.02% | Add +1.9% | 18,361 | $1.0M |
| Aufman Associates Inc | 0.49% | Add +9.7% | 18,188 | $1.0M |
| Creative Planning | 0.00% | Reduce -1.4% | 17,397 | $960K |
| Perennial Investment Advisors, LLC | 0.07% | Add +4.1% | 16,871 | $931K |
| Stewardship Advisors, LLC | 0.21% | Add +3.0% | 16,665 | $920K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 16,498 | $911K |
| Gateway Wealth Partners, LLC | 0.04% | Add +218.4% | 16,250 | $897K |
"% 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.