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 |
| Sagespring Wealth Partners, LLC | 0.02% | Add +2.2% | 15,376 | $849K |
| RFG Advisory, LLC | 0.02% | Reduce -0.2% | 15,210 | $840K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +24.4% | 15,072 | $832K |
| Central Pacific Bank - Trust Division | 0.11% | No change | 14,903 | $823K |
| Pine Harbor Wealth Management, LLC | 0.24% | Reduce -2.5% | 14,635 | $808K |
| Wealth Alliance, LLC | 0.08% | Add +0.3% | 14,615 | $807K |
| World Investment Advisors | 0.01% | Add +0.3% | 14,304 | $790K |
| Regal Investment Advisors LLC | 0.04% | Reduce -3.0% | 13,866 | $765K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.2% | 13,574 | $749K |
| Jones Financial Companies LLLP | 0.00% | Add +93.5% | 13,767 | $741K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.4% | 13,049 | $720K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +44.2% | 12,821 | $708K |
| Savvy Advisors, Inc. | 0.02% | Add +78.2% | 12,558 | $693K |
| Ameritas Advisory Services, LLC | 0.03% | Add +2.2% | 12,552 | $693K |
| Diversify Wealth Management, LLC | 0.01% | Add +43.5% | 11,008 | $691K |
| Coldstream Capital Management Inc. | 0.01% | No change | 11,910 | $657K |
| UBS Group AG | 0.00% | Add +22.4% | 11,881 | $656K |
| Asempa Wealth Advisors | 0.56% | No change | 11,548 | $643K |
| JMG Financial Group, Ltd. | 0.02% | No change | 11,633 | $642K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -33.5% | 11,623 | $642K |
| Flputnam Investment Management Co. | 0.01% | Reduce -4.0% | 11,588 | $640K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.4% | 11,492 | $634K |
| eCIO, Inc. | 0.28% | Reduce -6.5% | 11,346 | $626K |
| One Wealth Capital Management, LLC | 0.27% | Add +2.0% | 9,974 | $625K |
| Van Hulzen Asset Management, LLC | 0.05% | No change | 11,324 | $625K |
| Mariner, LLC | 0.00% | Reduce -32.9% | 11,254 | $621K |
| Private Advisor Group, LLC | 0.00% | Add +36.1% | 10,559 | $583K |
| CoreCap Advisors, LLC | 0.02% | Reduce -9.5% | 10,492 | $582K |
| Navigation Group, LLC | 0.14% | — | 10,470 | $578K |
| Brookstone Capital Management | 0.01% | New | 9,906 | $547K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.4% | 9,749 | $538K |
| Keystone Financial Services | 0.16% | Add +0.2% | 9,736 | $537K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +98.3% | 9,662 | $533K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -60.1% | 9,522 | $533K |
| Atria Investments, Inc | 0.01% | Add +8.7% | 9,369 | $517K |
| LifePlan Investment Advisors, Inc. | 0.20% | Reduce -1.7% | 9,292 | $513K |
| Advisory Services Network, LLC | 0.01% | Add +1.3% | 9,290 | $513K |
| Valmark Advisers, Inc. | 0.01% | Add +14.1% | 9,108 | $503K |
| RCS Financial Planning, LLC | 0.25% | Reduce -0.2% | 8,837 | $488K |
| Wealthgarden F.S. LLC | 0.33% | Add +0.6% | 8,802 | $486K |
| West Wealth Group, LLC | 0.09% | Reduce -15.9% | 8,572 | $473K |
| Crew Capital Management, Ltd | 0.31% | Reduce -22.6% | 8,456 | $467K |
| F/m Investments LLC | 0.03% | Reduce -22.6% | 8,456 | $467K |
| Win Advisors, Inc. | 0.21% | New | 8,323 | $459K |
| Lifelong Wealth Advisors, Inc. | 0.12% | Reduce -0.4% | 8,316 | $459K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3.6% | 8,232 | $454K |
| Theory Financial LLC | 0.16% | Reduce -0.4% | 8,221 | $454K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -0.3% | 8,189 | $452K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +26.7% | 8,087 | $446K |
| GTS Financial, LLC | 0.35% | — | 9,521 | $444K |
| Cornerstone Planning Group LLC | 0.06% | Add +1398.7% | 6,954 | $442K |
| Endeavor Private Wealth, Inc. | 0.13% | Add +46.8% | 7,934 | $438K |
| Harbour Investments, Inc. | 0.01% | Add +80.7% | 7,902 | $436K |
| KWB Wealth | 0.04% | Reduce -7.3% | 7,574 | $436K |
| Agf Management Ltd. | 0.00% | Reduce -7.1% | 7,800 | $431K |
| Sage Financial Management Group, Inc. | 0.13% | No change | 7,648 | $422K |
| OneDigital Investment Advisors LLC | 0.00% | Add +4.3% | 7,532 | $416K |
| Hoxton Planning & Management, LLC | 0.12% | Add +19.4% | 7,405 | $409K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.05% | Add +0.3% | 7,382 | $407K |
| Attessa Capital LLC | 0.22% | Reduce -6.3% | 7,354 | $406K |
| Curtis Advisory Group, LLC | 0.09% | Add +14.0% | 7,219 | $398K |
| Eq LLC | 0.11% | Add +10.4% | 7,128 | $393K |
| MBE Wealth Management, LLC | 0.16% | Reduce -18.0% | 7,018 | $387K |
| Tortoise Investment Management, LLC | 0.03% | Add +0.2% | 6,927 | $382K |
| Spectrum Planning & Advisory Services Inc. | 0.19% | Reduce -5.2% | 6,820 | $376K |
| Tempus Wealth Planning, LLC | 0.08% | Reduce -1.9% | 6,538 | $361K |
| Beacon Financial Group | 0.04% | Add +6.3% | 6,514 | $360K |
| Penobscot Wealth Management | 0.11% | Add +9.1% | 6,494 | $358K |
| Cora Capital Advisors LLC | 0.12% | No change | 6,453 | $356K |
| US Bancorp \de | 0.00% | Reduce -11.7% | 6,440 | $355K |
| Stifel Financial Corp. | 0.00% | Reduce -3.9% | 6,345 | $350K |
| Alpha Financial Advisors, LLC | 0.10% | Add +0.2% | 6,019 | $332K |
| Physician Wealth Advisors, Inc. | 0.05% | Reduce -29.3% | 5,978 | $330K |
| Capital Asset Advisory Services LLC | 0.01% | Add +6.8% | 5,263 | $327K |
| Financially in Tune, LLC | 0.28% | Add +0.9% | 5,850 | $323K |
| Milestone Investment Advisors LLC | 0.08% | Reduce -0.2% | 5,743 | $317K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -47.2% | 5,742 | $317K |
| Strategic Blueprint, LLC | 0.02% | Add +2.5% | 5,646 | $312K |
| Oregon Pacific Wealth Management, LLC | 0.32% | Reduce -6.6% | 5,528 | $305K |
| Keel Point, LLC | 0.02% | No change | 5,466 | $302K |
| Maia Wealth LLC | 0.05% | Reduce -22.8% | 5,419 | $299K |
| Bison Wealth, LLC | 0.03% | No change | 4,434 | $294K |
| Elmwood Wealth Management, Inc. | 0.08% | No change | 5,322 | $294K |
| Trilogy Capital Inc. | 0.01% | Add +19.6% | 5,282 | $292K |
| Northland Securities, Inc. | 0.28% | No change | 5,256 | $290K |
| WBH Advisory Inc. | 0.02% | Reduce -0.7% | 5,177 | $288K |
| Zacks Investment Management | 0.00% | No change | 5,215 | $288K |
| Contango Wealth Management LLC | 0.34% | New | 5,205 | $287K |
| Composition Wealth, LLC | 0.00% | No change | 5,161 | $285K |
| Goldstein Advisors, LLC | 0.03% | Reduce -1.2% | 5,118 | $283K |
| Ascent Group, LLC | 0.01% | Reduce -0.2% | 5,094 | $281K |
| Centurion Wealth Management LLC | 0.06% | Reduce -2.1% | 5,045 | $278K |
| Cypress Wealth Services, LLC | 0.04% | Add +23.6% | 5,035 | $278K |
| FFT Wealth Management LLC | 0.05% | New | 4,988 | $275K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +7.3% | 4,975 | $275K |
| Warner Financial, Inc. | 0.09% | Add +0.2% | 4,922 | $272K |
| Traveka Wealth, LLC | 0.10% | Add +9.8% | 4,888 | $270K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 4,872 | $269K |
| Stratos Investment Management, LLC | 0.01% | Reduce -7.5% | 4,832 | $267K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.14% | Reduce -1.6% | 4,700 | $259K |
| Gen-Wealth Partners Inc | 0.08% | Add +3.5% | 4,622 | $255K |
| Focus Partners Wealth | 0.00% | Add +18.1% | 4,583 | $253K |
| Northern Capital Management, Inc. | 0.12% | No change | 4,455 | $246K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -3.6% | 4,425 | $244K |
| Sovran Advisors, LLC | 0.02% | Reduce -4.6% | 3,748 | $236K |
| ArborFi Advisors, LLC | 0.19% | New | 4,223 | $233K |
| Sovereign Financial Group, Inc. | 0.04% | No change | 4,086 | $226K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 3,888 | $224K |
| JB Capital LLC | 0.01% | Reduce -3.6% | 3,951 | $218K |
| Focus Financial Network, Inc. | 0.01% | Add +3.6% | 3,937 | $217K |
| Aire Advisors, LLC | 0.04% | Add +0.2% | 3,932 | $217K |
| Braun-Bostich & Associates Inc. | 0.14% | Reduce -0.2% | 3,922 | $216K |
| Madison Wealth Partners, Inc | 0.03% | No change | 3,874 | $214K |
| Wall Street Financial Group, Inc. | 0.13% | Reduce -2.4% | 3,873 | $214K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 3,832 | $212K |
| FMR LLC | 0.00% | Add +4.1% | 3,820 | $211K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 3,760 | $208K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -7.1% | 3,706 | $205K |
| Advyzon Investment Management, LLC | 0.02% | New | 3,701 | $204K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.2% | 3,674 | $203K |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 3,631 | $200K |
| Kestra Investment Management, LLC | 0.00% | Add +1.5% | 3,625 | $200K |
| AE Wealth Management LLC | 0.00% | Reduce -15.6% | 3,537 | $195K |
| National Bank of Canada | 0.00% | Add +105.9% | 3,500 | $193K |
| Acropolis Investment Management, LLC | 0.01% | New | 3,400 | $188K |
| Financial Gravity Asset Management, Inc. | 0.03% | Add +0.6% | 3,107 | $172K |
| Rossby Financial, LCC | 0.03% | Add +48.0% | 2,809 | $156K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -99.3% | 2,778 | $153K |
| Raelipskie Partnership | 0.06% | No change | 2,405 | $133K |
| International Assets Investment Management, LLC | 0.01% | Reduce -75.6% | 2,346 | $131K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 2,193 | $121K |
| Fifth Third Bancorp | 0.00% | New | 1,933 | $107K |
| Wagner Wealth Management, LLC | 0.02% | Add +0.2% | 1,920 | $106K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +75.8% | 1,761 | $97K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -3.8% | 1,690 | $93K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 1,600 | $88K |
| Archer Investment Corp | 0.02% | Add +0.1% | 1,456 | $80K |
| Rossmore Private Capital | 0.01% | No change | 1,403 | $77K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,060 | $59K |
| Evolution Wealth Management Inc. | 0.04% | Add +4.0% | 1,023 | $56K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.9% | 998 | $55K |
| Vanguard Advisers Inc. | 0.00% | — | 932 | $51K |
| Dunhill Financial, LLC | 0.01% | No change | 907 | $50K |
| Investors Research Corp | 0.01% | Add +52.8% | 839 | $46K |
| Lanark Financial, Inc. | 0.00% | No change | 825 | $46K |
| Birchbrook, Inc. | 0.02% | No change | 814 | $45K |
| Triumph Capital Management | 0.01% | No change | 803 | $44K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.2% | 795 | $44K |
| NBT Bank, N.A. | 0.00% | Add +1041.4% | 662 | $37K |
| EFG International AG | 0.00% | New | 615 | $34K |
| CVA Family Office, LLC | 0.00% | No change | 526 | $29K |
| Smartleaf Asset Management LLC | 0.00% | No change | 492 | $26K |
| Golden State Wealth Management, LLC | 0.00% | No change | 469 | $26K |
| IFP Advisors, Inc | 0.00% | Add +236.0% | 383 | $21K |
| WealthShield Partners, LLC | 0.00% | Add +1.0% | 299 | $17K |
| Creative Financial Designs Inc. | 0.00% | Reduce -8.1% | 282 | $16K |
| Kilter Group LLC | 0.01% | Add +5.2% | 261 | $14K |
| Kennebec Savings Bank | 0.01% | New | 260 | $14K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -70.4% | 243 | $13K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 216 | $12K |
| Mather Group, Llc. | 0.00% | New | 209 | $12K |
| Wolff Wiese Magana LLC | 0.00% | No change | 160 | $9K |
| NFSG Corp | 0.00% | No change | 130 | $7K |
| Bank of Montreal | 0.00% | Reduce -98.5% | 111 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 107 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 107 | $6K |
| Abound Wealth Management | 0.00% | No change | 50 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 47 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $2K |
| Key Capital Management, INC | 0.00% | No change | 37 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 23 | $1K |
"% 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.