iShares ESG Advanced MSCI USA ETF (USXF) Institutional Ownership

$46.34

+0.65 (+1.42%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Options Chain Ownership Ratings Short Interest Trends

Number of Institutional Buyers (last 12 months): 113
Total Institutional Inflows (last 12 months): $190.88M

Number of Institutional Sellers (last 12 months): 73
Total Institutional Outflows (last 12 months): $88.66M

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USXF Institutional Buying and Selling by Quarter

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iShares ESG Advanced MSCI USA ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Walkner Condon Financial Advisors LLC	103,839	$4.84M	1.0%	-0.4%	0.440%
7/26/2024	Financial Connections Group Inc.	194,290	$9.05M	4.7%	+5.4%	0.823%
7/26/2024	Crew Capital Management Ltd.	18,168	$846K	0.7%	-4.0%	0.077%
7/25/2024	Tempus Wealth Planning LLC	7,587	$353K	0.1%	+13.7%	0.032%
7/25/2024	Optas LLC	79,280	$3.69M	1.0%	-0.4%	0.336%
7/25/2024	Wade Financial Advisory Inc	12,882	$600K	0.2%	+11.9%	0.055%
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7/24/2024	JB Capital LLC	4,781	$223K	0.0%	-4.4%	0.020%
7/24/2024	My Legacy Advisors LLC	7,578	$353K	0.1%	N/A	0.032%
7/23/2024	Concourse Financial Group Securities Inc.	12,737	$593K	0.0%	+12.7%	0.054%
7/23/2024	Keystone Financial Services	16,949	$789K	0.3%	+5.4%	0.072%
7/22/2024	Pallas Capital Advisors LLC	4,514	$213K	0.0%	-8.6%	0.019%
7/20/2024	Continuum Advisory LLC	2,822	$131K	0.0%	+22.1%	0.012%
7/20/2024	Accredited Investors Inc.	70,960	$3.31M	0.2%	+11.0%	0.301%
7/19/2024	Williams Financial LLC	152,037	$6.78M	0.1%	N/A	0.648%
7/19/2024	Spectrum Planning & Advisory Services Inc.	7,606	$354K	0.3%	N/A	0.032%
7/17/2024	Atwater Malick LLC	60,905	$2.84M	1.0%	+30.4%	0.260%
7/17/2024	GenWealth Group Inc.	67,963	$3.17M	0.8%	-0.7%	0.290%
7/17/2024	Sharkey Howes & Javer	59,446	$2.77M	0.4%	+2.1%	0.254%
7/17/2024	Highland Financial Advisors LLC	9,828	$458K	0.2%	N/A	0.042%
7/16/2024	Envestnet Portfolio Solutions Inc.	1,349,721	$62.87M	0.2%	-0.2%	5.756%
7/16/2024	GPS Wealth Strategies Group LLC	1,874	$87K	0.0%	+68.4%	0.008%
7/16/2024	ORG Partners LLC	920	$43K	0.0%	N/A	0.004%
7/16/2024	Wealth Enhancement Advisory Services LLC	13,711	$639K	0.0%	+10.9%	0.058%
7/16/2024	Diversified Trust Co	24,811	$1.16M	0.0%	+6.4%	0.106%
7/16/2024	Maia Wealth LLC	15,375	$740K	0.2%	N/A	0.066%
7/16/2024	Hart & Patterson Financial Group LLC	23,879	$1.11M	0.6%	-6.1%	0.102%
7/13/2024	Austin Private Wealth LLC	26,052	$1.21M	0.1%	-3.1%	0.111%
7/12/2024	Diversify Advisory Services LLC	33,300	$1.58M	0.1%	+2.1%	0.143%
7/11/2024	U.S. Capital Wealth Advisors LLC	6,408	$298K	0.0%	+31.1%	0.027%
7/11/2024	Shotwell Rutter Baer Inc	18,896	$896K	0.8%	N/A	0.081%
7/10/2024	Buttonwood Financial Group LLC	9,706	$450K	0.3%	+7.0%	0.042%
7/10/2024	CWM LLC	17,806	$829K	0.0%	+17.9%	0.076%
7/9/2024	Park Avenue Securities LLC	396,710	$18.48M	0.2%	+1.5%	1.699%
7/2/2024	Transcend Capital Advisors LLC	5,098	$237K	0.0%	-8.1%	0.023%
5/24/2024	Cetera Advisors LLC	46,216	$2.09M	0.0%	+90.3%	0.208%
5/24/2024	Cetera Investment Advisers	230,206	$10.39M	0.0%	+50.1%	1.037%
5/17/2024	National Wealth Management Group LLC	13,156	$594K	0.5%	+9.3%	0.059%
5/17/2024	Comerica Bank	3,433	$155K	0.0%	-6.9%	0.015%
5/16/2024	B. Riley Wealth Advisors Inc.	18,421	$832K	0.0%	+67.5%	0.083%
5/14/2024	CreativeOne Wealth LLC	9,002	$406K	0.0%	N/A	0.041%
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5/13/2024	Balanced Rock Investment Advisors LLC	193,708	$8.75M	7.5%	+272.5%	0.873%
5/9/2024	Orion Portfolio Solutions LLC	22,589	$1.02M	0.0%	+39.8%	0.102%
5/9/2024	SageView Advisory Group LLC	60,866	$2.75M	0.1%	N/A	0.274%
5/8/2024	Avantax Advisory Services Inc.	28,863	$1.30M	0.0%	+23.4%	0.130%
5/7/2024	Sei Investments Co.	170,743	$7.71M	0.0%	N/A	0.769%
5/6/2024	Envestnet Portfolio Solutions Inc.	1,352,004	$61.04M	0.2%	-4.4%	6.090%
5/4/2024	Financial Connections Group Inc.	184,313	$8.32M	9.1%	+2.8%	0.830%
5/4/2024	Gould Asset Management LLC CA	42,725	$1.93M	0.5%	+29.0%	0.192%
5/4/2024	Buck Wealth Strategies LLC	8,335	$376K	0.1%	N/A	0.038%
5/1/2024	Janney Montgomery Scott LLC	75,064	$3.39M	0.0%	+27.5%	0.338%
5/1/2024	Concourse Financial Group Securities Inc.	11,303	$510K	0.0%	+24.6%	0.051%
5/1/2024	Diversify Advisory Services LLC	32,623	$1.47M	0.1%	N/A	0.147%
4/30/2024	JMG Financial Group Ltd.	16,116	$728K	0.0%	-5.0%	0.073%
4/30/2024	Perigon Wealth Management LLC	13,220	$597K	0.0%	+16.7%	0.060%
4/29/2024	Commonwealth Equity Services LLC	56,914	$2.57M	0.0%	-3.7%	0.256%
4/29/2024	Crew Capital Management Ltd.	18,917	$854K	0.7%	+7.5%	0.085%
4/29/2024	RWA Wealth Partners LLC	554,682	$25.04M	0.3%	-1.0%	2.499%
4/26/2024	Crestone Asset Management LLC	60,109	$2.71M	0.5%	+4.1%	0.271%
4/24/2024	Spire Wealth Management	6,092	$275K	0.0%	-9.6%	0.028%
4/23/2024	Venturi Wealth Management LLC	9,396	$424K	0.0%	-6.7%	0.042%
4/23/2024	F M Investments LLC	18,917	$854K	0.6%	+7.5%	0.085%
4/23/2024	Sugarloaf Wealth Management LLC	4,852	$219K	0.0%	+6.1%	0.022%
4/23/2024	Regatta Capital Group LLC	63,317	$2.86M	0.6%	N/A	0.286%
4/23/2024	Strategic Blueprint LLC	15,756	$711K	0.1%	-5.5%	0.071%
4/23/2024	Hanson & Doremus Investment Management	960	$43K	0.0%	N/A	0.004%
4/22/2024	Invera Wealth Advisors LLC	166,852	$7.04M	5.9%	-0.8%	0.753%
4/22/2024	Horst & Graben Wealth Management LLC	67,685	$3.06M	0.6%	-2.4%	0.306%
4/19/2024	Tempus Wealth Planning LLC	6,671	$301K	0.1%	+11.7%	0.030%
4/18/2024	Claro Advisors LLC	5,151	$233K	0.0%	N/A	0.023%
4/18/2024	Diversified Trust Co	23,311	$1.05M	0.0%	-5.6%	0.105%
4/18/2024	Skyline Advisors Inc.	29,090	$1.31M	0.6%	-1.8%	0.131%
4/18/2024	Optas LLC	79,580	$3.59M	1.0%	-1.8%	0.359%
4/17/2024	Physician Wealth Advisors Inc.	11,226	$481K	0.1%	-4.2%	0.051%
4/16/2024	Atwater Malick LLC	46,721	$2.11M	0.7%	+27.7%	0.212%
4/16/2024	Dohj LLC	13,044	$589K	0.2%	N/A	0.059%
4/15/2024	Sandbox Financial Partners LLC	24,105	$1.09M	0.5%	-5.2%	0.110%
4/13/2024	Hoxton Planning & Management LLC	4,724	$213K	0.1%	N/A	0.021%
4/12/2024	Austin Private Wealth LLC	26,878	$1.20M	0.1%	+6.0%	0.122%
4/11/2024	GenWealth Group Inc.	68,433	$3.09M	0.8%	-4.2%	0.312%
4/11/2024	International Assets Investment Management LLC	23,795	$1.07M	0.0%	-16.2%	0.108%
4/11/2024	Buttonwood Financial Group LLC	9,072	$410K	0.2%	+29.4%	0.041%
4/10/2024	Park Avenue Securities LLC	390,944	$17.65M	0.2%	-0.6%	1.781%
4/9/2024	Monterey Private Wealth Inc.	6,780	$306K	0.1%	N/A	0.031%
4/5/2024	VERITY Wealth Advisors	26,031	$1.18M	0.9%	+12.0%	0.119%
3/15/2024	Hart & Patterson Financial Group LLC	15,539	$619K	0.3%	N/A	0.074%
3/15/2024	Skyline Advisors Inc.	29,633	$1.18M	0.6%	N/A	0.142%
3/15/2024	B. Riley Wealth Advisors Inc.	10,998	$438K	0.0%	-40.3%	0.053%
2/23/2024	Beacon Financial Group	6,272	$250K	0.0%	N/A	0.030%
2/14/2024	Retirement Capital Strategies	10,422	$415K	0.2%	N/A	0.050%
2/14/2024	Regal Investment Advisors LLC	19,999	$796K	0.1%	-2.5%	0.096%
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2/13/2024	Morningstar Investment Services LLC	54,391	$2.17M	0.0%	+227.5%	0.260%
2/13/2024	Envestnet Asset Management Inc.	4,458,352	$177.53M	0.1%	-1.5%	21.332%
2/12/2024	Goldstein Advisors LLC	6,073	$242K	0.0%	-8.9%	0.029%
2/12/2024	Steward Partners Investment Advisory LLC	47,777	$1.90M	0.0%	+11.7%	0.229%
2/9/2024	Congress Wealth Management LLC DE	16,470	$656K	0.0%	+5.0%	0.079%
2/9/2024	Advisory Services Network LLC	6,207	$247K	0.0%	+4.1%	0.030%
2/9/2024	Assetmark Inc.	69,395	$2.76M	0.0%	+6.6%	0.332%
2/8/2024	SigFig Wealth Management LLC	507,400	$20.21M	0.8%	+15.4%	2.428%
2/8/2024	Fiera Capital Corp	62,425	$2.49M	0.0%	+256.4%	0.299%
2/8/2024	Janney Montgomery Scott LLC	58,854	$2.34M	0.0%	+5.9%	0.282%

(Data available from 1/1/2016 forward)

USXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USXF shares?: During the previous two years, 184 institutional investors and hedge funds held shares of iShares ESG Advanced MSCI USA ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($14.52B), Envestnet Asset Management Inc. ($177.53M), Envestnet Portfolio Solutions Inc. ($62.87M), RWA Wealth Partners LLC ($25.04M), Adviser Investments LLC ($22.50M), SigFig Wealth Management LLC ($20.21M), and Park Avenue Securities LLC ($18.48M).Learn more on USXF's institutional investors.
Which institutional investors have been buying iShares ESG Advanced MSCI USA ETF stock?: Of the 159 institutional investors that purchased iShares ESG Advanced MSCI USA ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($1.43M), International Assets Investment Management LLC ($1.16M), Adviser Investments LLC ($650.74K), SigFig Wealth Management LLC ($407.67K), LPL Financial LLC ($229.57K), Allworth Financial LP ($183.52K), and Sei Investments Co. ($170.74K).
How much institutional buying is happening at iShares ESG Advanced MSCI USA ETF?: Institutional investors have bought a total of 7,278,019 shares in the last 24 months. This purchase volume represents approximately $327.78M in transactions.

Which iShares ESG Advanced MSCI USA ETF major shareholders have been selling company stock?: Of the 96 institutional investors that sold iShares ESG Advanced MSCI USA ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($3.64M), Advisor Group Holdings Inc. ($193.27K), Sharkey Howes & Javer ($169.37K), Park Avenue Securities LLC ($116.73K), RWA Wealth Partners LLC ($94.46K), Envestnet Portfolio Solutions Inc. ($80.89K), and Spinnaker Trust ($59.60K).
How much institutional selling is happening at iShares ESG Advanced MSCI USA ETF?: Institutional investors have sold a total of 4,977,878 shares in the last 24 months. This volume of shares sold represents approximately $238.59M in transactions.