iShares ESG Advance MSCI USAUSXFETF
13F holders, Q2 2026 (June 30)300holders +29
44new positions
12sold out
$69.36avg. 13F price*
At the end of Q2 2026, 300 institutions reported holding iShares ESG Advance MSCI USA (USXF) in their 13F filings, up 29 from Q1 2026. 44 opened new positions and 12 sold out. The largest holders were Envestnet Asset Management Inc. ($190.1M), BlackRock, Inc. ($149.5M) and LPL Financial LLC ($69.4M).
- Company
- iShares ESG Advance MSCI USA
- CUSIP
- 46436E767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $23.1M |
| Exits | 12 | $3.3M |
All 13F filers, Q1 2026 → Q2 2026: 827,099 shares bought and 592,561 shares sold, net +234,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| Envestnet Asset Management Inc. | 0.04% | Reduce -1.8% | 2,736,939 | $190.1M |
| BlackRock, Inc. | 0.00% | Reduce -9.2% | 2,153,160 | $149.5M |
| LPL Financial LLC | 0.02% | Add +3.0% | 999,571 | $69.4M |
| Sei Investments Co. | 0.05% | Reduce -1.5% | 862,590 | $59.9M |
| JPMorgan Chase & Co. | 0.00% | Add +2.1% | 531,659 | $36.4M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -2.8% | 504,269 | $35.0M |
| Mackenzie Financial Corp. | 0.02% | Reduce -9.2% | 337,552 | $23.4M |
| Park Avenue Securities LLC | 0.13% | Reduce -1.2% | 306,440 | $21.3M |
| Allworth Financial LP | 0.09% | Reduce -0.0% | 289,925 | $20.1M |
| Cetera Investment Advisers | 0.02% | Add +5.6% | 245,165 | $17.0M |
| Apella Capital, LLC | 0.22% | Reduce -0.7% | 227,544 | $15.2M |
| MML Investors Services, LLC | 0.03% | Add +20.0% | 198,105 | $13.8M |
| Spinnaker Trust | 0.53% | Reduce -0.1% | 155,820 | $10.8M |
| Royal Bank of Canada | 0.00% | Add +15.1% | 150,992 | $10.5M |
| Wells Fargo & Company | 0.00% | Add +7.0% | 143,096 | $9.9M |
| Raymond James Financial Inc. | 0.00% | Add +8.4% | 140,492 | $9.8M |
| Morgan Stanley | 0.00% | Add +0.7% | 138,023 | $9.6M |
| HighTower Advisors, LLC | 0.01% | Add +687.7% | 129,948 | $9.0M |
| Regatta Capital Group, LLC | 1.19% | Add +0.8% | 127,807 | $8.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +13.5% | 108,894 | $7.6M |
| Pathstone Holdings, LLC | 0.02% | Add +14.3% | 107,355 | $7.5M |
| Bank of America Corp. | 0.00% | Add +2.5% | 106,340 | $7.4M |
| Cerity Partners LLC | 0.01% | Reduce -2.3% | 103,607 | $7.2M |
| Rwa Wealth Partners, LLC | 0.07% | Add +2.1% | 102,543 | $7.1M |
| Decker Retirement Planning Inc. | 2.34% | Add +6.0% | 99,061 | $6.9M |
| Balanced Rock Investment Advisors LLC | 4.22% | Reduce -6.5% | 97,385 | $6.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.3% | 96,764 | $6.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +9.8% | 90,026 | $6.2M |
| Tompkins Financial Corp. | 0.43% | New | 88,052 | $6.1M |
| Sofi Wealth, LLC | 0.25% | Add +19.6% | 87,855 | $6.1M |
| Zenith Solutions, Inc. | 5.14% | — | 81,647 | $5.7M |
| Assetmark, Inc. | 0.01% | Add +2.5% | 80,732 | $5.6M |
| Highland Financial Advisors, LLC | 1.18% | Add +60.7% | 77,452 | $5.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 77,300 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +13.4% | 76,314 | $5.3M |
| One Wealth Advisors, LLC | 0.55% | Reduce -0.9% | 71,552 | $5.0M |
| Accredited Investors Inc. | 0.21% | Add +0.6% | 71,097 | $4.9M |
| Walkner Condon Financial Advisors LLC | 0.55% | Reduce -0.6% | 69,001 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.3% | 68,613 | $4.8M |
| Atwater Malick LLC | 1.03% | No change | 68,225 | $4.7M |
| Avise Financial Cooperative, Inc. | 3.28% | Reduce -7.2% | 66,279 | $4.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +1.3% | 63,624 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.0% | 62,998 | $4.4M |
| GenWealth Group, Inc. | 0.66% | Reduce -5.9% | 61,136 | $4.2M |
| NewEdge Advisors, LLC | 0.01% | Add +8.3% | 60,517 | $4.2M |
| GeoWealth Management, LLC | 0.13% | Add +19.1% | 60,270 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.9% | 59,297 | $4.1M |
| Archer Investment Management, LLC | 1.36% | Reduce -33.0% | 57,487 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.5% | 55,471 | $3.9M |
| Ally Invest Advisors Inc. | 0.22% | Add +2.0% | 52,573 | $3.7M |
| Modern Wealth Management, LLC | 0.04% | Reduce -7.9% | 51,326 | $3.6M |
| Invera Wealth Advisors, LLC | 1.80% | Add +0.7% | 48,246 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +5.6% | 47,338 | $3.3M |
| CGC Financial Services, LLC | 0.70% | Reduce -15.4% | 45,053 | $3.1M |
| EP Wealth Advisors, LLC | 0.01% | New | 45,022 | $3.1M |
| Gould Asset Management LLC | 0.46% | Reduce -0.5% | 42,360 | $2.9M |
| MAI Capital Management | 0.01% | Add +54.5% | 41,028 | $2.8M |
| Horst & Graben Wealth Management LLC | 0.37% | Reduce -3.5% | 41,174 | $2.8M |
| Equita Financial Network, Inc. | 0.78% | Reduce -0.5% | 40,479 | $2.8M |
| &partners | 0.01% | Add +2.4% | 39,388 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.0% | 38,504 | $2.7M |
| Merit Financial Group, LLC | 0.02% | Add +4.7% | 38,474 | $2.7M |
| Perigon Wealth Management, LLC | 0.04% | Add +7.5% | 38,347 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Reduce -6.9% | 38,337 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.6% | 38,334 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.2% | 38,192 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.7% | 37,591 | $2.6M |
| Values Added Financial LLC | 0.93% | Add +6.7% | 37,216 | $2.6M |
| Amara Financial, Llc. | 1.54% | Add +3.5% | 36,954 | $2.6M |
| Skyline Advisors, Inc. | 0.79% | Reduce -3.8% | 36,174 | $2.5M |
| Sharkey, Howes & Javer | 0.30% | Reduce -7.9% | 35,645 | $2.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -14.6% | 35,143 | $2.4M |
| Haverford Trust Co | 0.02% | Add +0.0% | 34,489 | $2.4M |
| Davis Wealth Advisors, LLC | 1.81% | Add +3.9% | 33,782 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Add +12.8% | 33,003 | $2.3M |
| Summit Wealth Group LLC / Co. | 0.17% | Reduce -2.5% | 30,281 | $2.1M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 28,405 | $1.9M |
| Vise Technologies, Inc. | 0.02% | New | 27,933 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +195.2% | 28,108 | $1.9M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -5.2% | 28,043 | $1.9M |
| GC Wealth Management RIA, LLC | 0.11% | Reduce -8.8% | 26,841 | $1.9M |
| VERITY Wealth Advisors | 1.11% | Add +0.9% | 26,467 | $1.8M |
| Optas, LLC | 0.26% | Reduce -54.7% | 26,375 | $1.8M |
| Creative Planning | 0.00% | Add +44.9% | 25,210 | $1.8M |
| Magnus Financial Group LLC | 0.12% | Reduce -6.9% | 24,666 | $1.7M |
| Clearstead Advisors, LLC | 0.02% | Reduce -46.9% | 24,294 | $1.7M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.6% | 23,779 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | New | 23,730 | $1.6M |
| Diversified Trust Co. | 0.03% | No change | 22,714 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 21,455 | $1.5M |
| National Wealth Management Group, LLC | 0.45% | Reduce -0.0% | 21,186 | $1.5M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.0% | 20,975 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +94.2% | 20,504 | $1.4M |
| Shotwell Rutter Baer Inc | 0.76% | Reduce -4.0% | 19,943 | $1.4M |
| Capital Analysts, LLC | 0.03% | Add +3.0% | 19,855 | $1.4M |
| RKL Wealth Management LLC | 0.11% | Reduce -8.9% | 19,754 | $1.4M |
| Aufman Associates Inc | 0.50% | Add +0.2% | 18,217 | $1.3M |
| Mgo One Seven LLC | 0.02% | Reduce -1.1% | 18,150 | $1.3M |
| MA Private Wealth | 0.18% | Reduce -8.2% | 17,594 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +6.5% | 16,049 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +3.9% | 15,977 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +35.7% | 15,777 | $1.1M |
| Stewardship Advisors, LLC | 0.23% | Reduce -6.0% | 15,666 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +15.6% | 15,918 | $1.1M |
| RFG Advisory, LLC | 0.02% | Reduce -2.0% | 14,905 | $1.0M |
| Central Pacific Bank - Trust Division | 0.11% | No change | 14,903 | $1.0M |
| Pine Harbor Wealth Management, LLC | 0.26% | Reduce -2.9% | 14,215 | $987K |
| Regal Investment Advisors LLC | 0.05% | Add +1.8% | 14,110 | $980K |
| Wealth Alliance, LLC | 0.08% | Reduce -4.9% | 13,896 | $965K |
| FFT Wealth Management LLC | 0.14% | Add +166.7% | 13,302 | $924K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.7% | 13,076 | $908K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.5% | 12,989 | $902K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -24.0% | 12,819 | $890K |
| Savvy Advisors, Inc. | 0.02% | Add +1.5% | 12,741 | $885K |
| International Assets Investment Management, LLC | 0.05% | Add +447.2% | 12,837 | $878K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -4.5% | 12,249 | $851K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.3% | 12,212 | $848K |
| Mission Wealth Management, LP | 0.01% | New | 12,208 | $848K |
| Coldstream Capital Management Inc. | 0.01% | No change | 11,910 | $827K |
| Flputnam Investment Management Co. | 0.01% | Add +0.7% | 11,674 | $819K |
| UBS Group AG | 0.00% | Reduce -0.9% | 11,775 | $818K |
| JMG Financial Group, Ltd. | 0.02% | No change | 11,633 | $808K |
| Asempa Wealth Advisors | 0.61% | No change | 11,548 | $802K |
| World Investment Advisors | 0.01% | Reduce -0.1% | 14,282 | $798K |
| Van Hulzen Asset Management, LLC | 0.06% | No change | 11,324 | $786K |
| Diversify Advisory Services, LLC | 0.01% | New | 11,569 | $765K |
| Diversify Wealth Management, LLC | 0.01% | Add +5.1% | 11,569 | $765K |
| GGM Financial LLC | 0.28% | New | 10,628 | $738K |
| CoreCap Advisors, LLC | 0.02% | Add +0.0% | 10,496 | $729K |
| One Wealth Capital Management, LLC | 0.21% | Add +4.5% | 10,423 | $724K |
| Navigation Group, LLC | 0.14% | Reduce -1.1% | 10,358 | $719K |
| J. Mark Nickell & Co. | 0.57% | New | 4,594 | $709K |
| Keystone Financial Services | 0.18% | Add +4.5% | 10,177 | $707K |
| eCIO, Inc. | 0.20% | Reduce -10.9% | 10,104 | $702K |
| Brookstone Capital Management | 0.01% | No change | 9,906 | $688K |
| Advisory Services Network, LLC | 0.01% | Add +4.8% | 9,731 | $676K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +11.6% | 9,190 | $638K |
| Valmark Advisers, Inc. | 0.01% | No change | 9,108 | $633K |
| Lifelong Wealth Advisors, Inc. | 0.15% | Add +8.3% | 9,004 | $625K |
| Wealthgarden F.S. LLC | 0.35% | Add +1.3% | 8,916 | $619K |
| GTS Financial, LLC | 0.45% | Add +20.5% | 11,471 | $619K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -46.3% | 8,727 | $606K |
| West Wealth Group, LLC | 0.10% | Add +0.4% | 8,606 | $598K |
| LifePlan Investment Advisors, Inc. | 0.20% | Reduce -9.6% | 8,405 | $584K |
| Penobscot Wealth Management | 0.16% | Add +28.7% | 8,355 | $580K |
| Hoxton Planning & Management, LLC | 0.15% | Add +10.7% | 8,194 | $569K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,087 | $562K |
| RCS Financial Planning, LLC | 0.27% | Reduce -8.8% | 8,063 | $560K |
| Sage Financial Management Group, Inc. | 0.15% | Add +4.0% | 7,956 | $553K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -2.9% | 7,948 | $552K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.5% | 7,865 | $546K |
| OneDigital Investment Advisors LLC | 0.00% | Add +1.6% | 7,656 | $532K |
| Theory Financial LLC | 0.17% | Reduce -7.0% | 7,642 | $531K |
| Crew Capital Management, Ltd | 0.29% | Reduce -9.7% | 7,636 | $530K |
| Atria Investments, Inc | 0.01% | Reduce -19.2% | 7,568 | $526K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +611.9% | 7,546 | $524K |
| F/m Investments LLC | 0.03% | Reduce -9.7% | 7,636 | $523K |
| Win Advisors, Inc. | 0.19% | Reduce -10.0% | 7,491 | $520K |
| Endeavor Private Wealth, Inc. | 0.12% | Reduce -8.8% | 7,233 | $502K |
| Attessa Capital LLC | 0.22% | Reduce -3.0% | 7,136 | $496K |
| Cora Capital Advisors LLC | 0.14% | Add +9.8% | 7,083 | $492K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.05% | Reduce -4.9% | 7,020 | $488K |
| Cornerstone Planning Group LLC | 0.06% | Add +4.2% | 7,249 | $487K |
| Mariner, LLC | 0.00% | Reduce -37.9% | 6,989 | $485K |
| Eq LLC | 0.12% | Reduce -4.1% | 6,834 | $475K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -6.5% | 6,477 | $450K |
| Beacon Financial Group | 0.04% | Reduce -0.6% | 6,473 | $450K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 6,422 | $446K |
| MBE Wealth Management, LLC | 0.15% | Reduce -9.7% | 6,339 | $440K |
| Agf Management Ltd. | 0.00% | Reduce -20.5% | 6,200 | $431K |
| Tempus Wealth Planning, LLC | 0.08% | Reduce -6.9% | 6,085 | $423K |
| Alpha Financial Advisors, LLC | 0.12% | Add +0.2% | 6,030 | $419K |
| Physician Wealth Advisors, Inc. | 0.05% | Reduce -1.5% | 5,891 | $409K |
| Curtis Advisory Group, LLC | 0.08% | Reduce -18.5% | 5,884 | $409K |
| Stifel Financial Corp. | 0.00% | Reduce -7.9% | 5,842 | $406K |
| Focus Financial Network, Inc. | 0.01% | Add +46.2% | 5,757 | $400K |
| Milestone Investment Advisors LLC | 0.09% | Reduce -0.1% | 5,737 | $398K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -0.2% | 5,731 | $398K |
| Trilogy Capital Inc. | 0.02% | Add +7.2% | 5,664 | $393K |
| FMR LLC | 0.00% | Add +47.4% | 5,631 | $391K |
| Ascent Group, LLC | 0.01% | Add +9.0% | 5,554 | $386K |
| Oregon Pacific Wealth Management, LLC | 0.36% | Reduce -0.1% | 5,521 | $383K |
| Keel Point, LLC | 0.02% | No change | 5,466 | $380K |
| Capital Asset Advisory Services LLC | 0.01% | Add +2.8% | 5,411 | $376K |
| Axxcess Wealth Management, LLC | 0.01% | New | 5,411 | $376K |
| AE Wealth Management LLC | 0.00% | Add +52.8% | 5,405 | $375K |
| Strategic Blueprint, LLC | 0.02% | Reduce -4.4% | 5,397 | $375K |
| Traveka Wealth, LLC | 0.12% | Add +10.0% | 5,378 | $374K |
| Elmwood Wealth Management, Inc. | 0.09% | No change | 5,322 | $370K |
| Maia Wealth LLC | 0.05% | Reduce -2.0% | 5,313 | $369K |
| Cypress Wealth Services, LLC | 0.04% | Add +4.4% | 5,256 | $365K |
| WBH Advisory Inc. | 0.02% | Add +0.6% | 5,206 | $362K |
| Curi Capital, LLC | 0.01% | New | 5,194 | $361K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +3.8% | 5,163 | $359K |
| Gen-Wealth Partners Inc | 0.10% | Add +11.6% | 5,158 | $358K |
| Composition Wealth, LLC | 0.00% | Reduce -1.1% | 5,102 | $354K |
| Warner Financial, Inc. | 0.10% | Add +0.2% | 4,931 | $342K |
| Stratos Investment Management, LLC | 0.01% | Reduce -0.4% | 4,814 | $334K |
| Arax Advisory Partners | 0.00% | New | 4,769 | $331K |
| Sovereign Financial Group, Inc. | 0.05% | Add +16.1% | 4,744 | $329K |
| Chicago Partners Investment Group LLC | 0.01% | New | 4,871 | $326K |
| Focus Partners Wealth | 0.00% | Add +1.2% | 4,637 | $322K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,600 | $319K |
| Absolute Capital Management, LLC | 0.08% | New | 4,565 | $317K |
| Northern Capital Management, Inc. | 0.13% | No change | 4,455 | $309K |
| Seven Mile Advisory | 0.21% | New | 4,451 | $309K |
| Goldstein Advisors, LLC | 0.03% | Reduce -13.3% | 4,437 | $308K |
| Bison Wealth, LLC | 0.03% | Add +0.2% | 4,442 | $302K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.14% | Reduce -8.9% | 4,281 | $297K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -56.4% | 4,250 | $295K |
| Spectrum Planning & Advisory Services Inc. | 0.13% | Reduce -38.4% | 4,200 | $292K |
| Godfrey Financial Associates, Inc. | 0.22% | New | 4,134 | $287K |
| ArborFi Advisors, LLC | 0.21% | Reduce -2.9% | 4,102 | $285K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -58.2% | 4,042 | $281K |
| Aire Advisors, LLC | 0.04% | Reduce -0.6% | 3,907 | $271K |
| Madison Wealth Partners, Inc | 0.03% | No change | 3,874 | $269K |
| JB Capital LLC | 0.01% | Reduce -3.0% | 3,834 | $266K |
| Vantus Wealth LLC | 0.14% | — | 3,831 | $266K |
| Schmidt P J Investment Management Inc. | 0.04% | Reduce -1.3% | 3,784 | $263K |
| Braun-Bostich & Associates Inc. | 0.15% | Reduce -3.8% | 3,774 | $262K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 3,764 | $261K |
| Pallas Capital Advisors LLC | 0.01% | No change | 3,706 | $257K |
| Kestra Investment Management, LLC | 0.01% | Add +2.1% | 3,702 | $257K |
| Advyzon Investment Management, LLC | 0.02% | No change | 3,701 | $257K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.1% | 3,679 | $256K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -17.7% | 3,641 | $253K |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 3,637 | $253K |
| Wealth Group Ltd | 0.05% | New | 3,564 | $248K |
| Northland Securities, Inc. | 0.14% | Reduce -32.4% | 3,555 | $247K |
| Quantinno Capital Management LP | 0.00% | New | 3,537 | $246K |
| Carnegie Investment Counsel | 0.00% | New | 3,529 | $245K |
| Sovran Advisors, LLC | 0.02% | Add +1.5% | 3,804 | $244K |
| National Bank of Canada | 0.00% | No change | 3,500 | $243K |
| Acropolis Investment Management, LLC | 0.01% | No change | 3,400 | $236K |
| Wrapmanager Inc. | 0.07% | New | 3,378 | $235K |
| Bank of Hawaii | 0.01% | New | 3,294 | $229K |
| Busey Bank | 0.01% | New | 3,247 | $226K |
| Sterling Investment Counsel, LLC | 0.05% | New | 3,206 | $223K |
| Silver Oak Securities, Incorporated | 0.01% | New | 3,183 | $221K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +77.2% | 3,121 | $217K |
| Financial Gravity Companies, Inc. | 0.04% | — | 3,117 | $216K |
| Bright Futures Wealth Management, LLC. | 0.14% | New | 3,081 | $214K |
| Fiduciary Financial Advisors | 0.02% | New | 3,071 | $213K |
| Insight Wealth Strategies, LLC | 0.02% | New | 3,114 | $213K |
| Valtinson Bruner Financial Planning LLC | 0.05% | New | 3,043 | $211K |
| W.H. Cornerstone Investments Inc. | 0.12% | New | 3,033 | $211K |
| Meridian Wealth Management, LLC | 0.01% | New | 3,014 | $209K |
| PW Nova Financial Services LLC | 0.04% | New | 3,005 | $209K |
| Buttonwood Financial Group, LLC | 0.12% | New | 2,989 | $208K |
| Accel Wealth Management | 0.05% | New | 2,898 | $201K |
| Russell Investments Group, Ltd. | 0.00% | New | 2,891 | $201K |
| Wealth Management Strategies, Inc. | 0.08% | New | 2,881 | $200K |
| Raelipskie Partnership | 0.06% | No change | 2,405 | $167K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -18.3% | 2,270 | $158K |
| Rossby Financial, LCC | 0.03% | Reduce -20.4% | 2,237 | $155K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -10.3% | 1,966 | $137K |
| Wagner Wealth Management, LLC | 0.02% | Add +0.2% | 1,923 | $134K |
| Fifth Third Bancorp | 0.00% | Reduce -7.3% | 1,792 | $124K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -4.4% | 1,615 | $112K |
| Founders Financial Alliance, LLC | 0.01% | New | 1,592 | $111K |
| Archer Investment Corp | 0.02% | Add +0.1% | 1,457 | $101K |
| Evolution Wealth Management Inc. | 0.06% | Add +39.9% | 1,431 | $99K |
| Rossmore Private Capital | 0.01% | No change | 1,403 | $97K |
| Prudential PLC | 0.00% | New | 1,400 | $97K |
| Global Retirement Partners, LLC | 0.00% | — | 1,392 | $97K |
| Continuum Advisory, LLC | 0.01% | New | 1,114 | $77K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 998 | $69K |
| Investors Research Corp | 0.01% | Add +18.6% | 995 | $69K |
| Vanguard Advisers Inc. | 0.00% | No change | 932 | $65K |
| Lanark Financial, Inc. | 0.00% | No change | 825 | $57K |
| Triumph Capital Management | 0.01% | No change | 803 | $56K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.3% | 729 | $51K |
| Birchbrook, Inc. | 0.02% | Reduce -10.4% | 729 | $51K |
| Parallel Advisors, LLC | 0.00% | Add +580.4% | 728 | $51K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +467.3% | 607 | $50K |
| EFG International AG | 0.00% | Add +3.1% | 634 | $44K |
| CVA Family Office, LLC | 0.00% | No change | 526 | $37K |
| Smartleaf Asset Management LLC | 0.00% | No change | 492 | $34K |
| Golden State Wealth Management, LLC | 0.00% | No change | 469 | $33K |
| IFG Advisory, LLC | 0.00% | New | 433 | $30K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 421 | $29K |
| NBT Bank, N.A. | 0.00% | Reduce -40.8% | 392 | $27K |
| First Bancorp, Inc | 0.01% | New | 388 | $27K |
| Buck Wealth Strategies, LLC | 0.00% | New | 377 | $26K |
| WealthShield Partners, LLC | 0.00% | Add +4.7% | 313 | $22K |
| Creative Financial Designs Inc. | 0.00% | Add +3.5% | 292 | $20K |
| Kennebec Savings Bank | 0.01% | No change | 260 | $18K |
| Kilter Group LLC | 0.01% | Reduce -7.7% | 241 | $17K |
| IFP Advisors, Inc | 0.00% | Reduce -40.0% | 230 | $16K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 216 | $15K |
| Mather Group, Llc. | 0.00% | Add +2.4% | 214 | $15K |
| Wolff Wiese Magana LLC | 0.01% | No change | 160 | $11K |
| NFSG Corp | 0.00% | No change | 130 | $9K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 126 | $9K |
| Qube Research & Technologies Ltd | 0.00% | New | 53 | $4K |
| Abound Wealth Management | 0.00% | No change | 50 | $3K |
| Bank of Montreal | 0.00% | Reduce -56.8% | 48 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $3K |
| Dunhill Financial, LLC | 0.00% | Reduce -95.3% | 43 | $3K |
| Key Capital Management, INC | 0.00% | Reduce -10.8% | 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.