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Get Institutions for : 
Ishares Esg Advanced Msci Usa Etf (USXF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 183    11
Total shares held : 
 16,837,867  
% of shares held : 
 12.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   40  
Amount of shares held : 
 280,504  
% of shares held change : 
   0.21%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 250,400
 1.49%
 
Increased Positions :
84
 586,632
 3.48%
 
Unchanged Positions :
22
 368,716
 2.19%
 
Decreased Positions :
55
-503,207
-2.99%
 
Closed Positions :
11
-53,321
-0.32%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 255 - 2024-03-31 4,495,894 $202,990,000 37,542
   SigFig Wealth Management LLC 20 - 2024-03-31 557,761 $25,183,000 50,361
   LPL FINANCIAL CORP 932 - 2024-03-31 456,529 $20,612,000 60,004
   J P MORGAN CHASE & CO 1651 - 2024-03-31 442,969 $20,000,000 36,499
   MML INVESTORS SERVICES LLC 330 - 2024-03-31 295,580 $13,345,000 12,282
   HANSON MCCLAIN, INC. 99 - 2024-03-31 288,907 $13,044,000 9,050
   Cetera Investment Advisers 658 - 2024-03-31 230,206 $10,394,000 76,879
   Balanced Rock Investment Advisor 2 - 2024-03-31 193,708 $8,746,000 141,699
   Financial Connections Group Inc. - 2024-03-31 184,313 $8,322,000 5,000
   Atria Wealth Solutions Inc. 293 - 2024-03-31 131,866 $5,954,000 10,255
   ROYAL BANK OF CANADA 1842 - 2024-03-31 120,531 $5,443,000 43
   One Wealth Advisors LLC 29 - 2024-03-31 116,743 $5,271,000 6,184
   RETIREMENT CAPITAL STRATEGIES 13 - 2024-03-31 111,966 $5,055,000 101,544
   HPM Partners LLC 671 - 2024-03-31 100,051 $4,517,000 55,252
   FIERA SCEPTRE INC. 238 - 2024-03-31 77,500 $3,499,000 15,075
   JANNEY MONTGOMERY SCOTT LLC 909 - 2024-03-31 75,064 $3,389,000 16,210
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 490 - 2024-03-31 74,775 $3,376,000 5,380
   MORGAN STANLEY 4125 - 2024-03-31 74,132 $3,347,000 35,432
   Crestone Asset Management LLC 27 - 2024-03-31 60,109 $2,714,000 2,347
   Equitable Holdings Inc. 378 - 2024-03-31 56,538 $2,553,000 775
   Integrated Wealth Concepts LLC 456 - 2024-03-31 52,856 $2,386,000 395
   BANK OF AMERICA CORP /DE/ 3553 - 2024-03-31 48,818 $2,204,000 1,628
   FINANCIAL NETWORK 970 - 2024-03-31 48,605 $2,194,000 488
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1217 - 2024-03-31 47,128 $2,128,000 7,572
   Atwater Malick LLC 27 - 2024-03-31 46,721 $2,109,000 10,136
   MULTIFINANCIAL SECURITIES CORP 797 - 2024-03-31 46,216 $2,087,000 21,929
   GOULD ASSET MANAGEMENT LLC /CA/ 32 - 2024-03-31 42,725 $1,929,000 9,600
   PRUDENTIAL FINANCIAL INC 1467 - 2024-03-31 42,626 $1,925,000 109
   Ally Invest Advisors Inc. 24 - 2024-03-31 38,391 $1,733,000 229
   BANK OF NEW YORK MELLON CORP 2876 - 2024-03-31 35,808 $1,617,000 324
   Kestra Advisory Services LLC 990 - 2024-03-31 34,429 $1,554,000 4,508
   WELLS FARGO & CO/MN 2758 - 2024-03-31 33,009 $1,490,000 4,435
   Equita Financial Network Inc. 34 - 2024-03-31 32,375 $1,462,000 4,726
   HALBERT, HARGROVE/RUSSELL LLC 35 - 2024-03-31 28,872 $1,304,000 337
   H D Vest Advisory Services 663 - 2024-03-31 28,863 $1,303,000 5,473
   Austin Private Wealth LLC 67 - 2024-03-31 26,878 $1,198,000 1,532
   VERITY Wealth Advisors 18 - 2024-03-31 26,031 $1,175,000 2,791
   TCWP LLC 8 - 2024-03-31 25,906 $1,170,000 1,103
   We Are One Seven LLC 306 - 2024-03-31 25,906 $1,170,000 1,103
   HART & PATTERSON FINANCIAL GROUP LLC 38 - 2024-03-31 25,427 $1,148,000 9,888
   Orion Portfolio Solutions LLC 971 - 2024-03-31 22,589 $1,020,000 6,430
   FMR LLC 2342 - 2024-03-31 22,454 $1,014,000 1,257
   Clarius Group LLC 128 - 2024-03-31 20,343 $918,000 3
   Mount Yale Investment Advisors LLC 246 - 2024-03-31 19,214 $868,000 78
   F/M Investments LLC 37 - 2024-03-31 18,917 $854,000 1,317
   Crew Capital Management Ltd. 42 - 2024-03-31 18,917 $854,000 1,317
   Congress Wealth Management LLC / DE / 390 - 2024-03-31 18,302 $826,000 1,832
   TOWNSQUARE CAPITAL LLC 712 - 2024-03-31 17,823 $805,000 1,632
   WRAPMANAGER INC 95 - 2024-03-31 17,783 $803,000 1,185
   One Wealth Management Investment & Advisory Servic 53 - 2024-03-31 16,362 $739,000 171
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1100 - 2024-03-31 16,273 $735,000 2,918
   CWM LLC 999 - 2024-03-31 15,098 $682,000 3,027
   Sowell Financial Services LLC 411 - 2024-03-31 14,543 $657,000 14,543
   NATIONAL ASSET MANAGEMENT, INC. 677 - 2024-03-31 18,421 $641,000 7,423
   Keystone Financial Services 39 - 2023-12-31 15,901 $633,000 1,404
   LINCOLN NATIONAL CORP 667 - 2024-03-31 13,711 $619,000 5,567
   STIFEL FINANCIAL CORP 2488 - 2024-03-31 13,379 $604,000 862
   Perigon Wealth Management LLC 491 - 2024-03-31 13,220 $597,000 1,892
   National Wealth Management Group LLC 51 - 2024-03-31 13,156 $594,000 1,114
   COLDSTREAM CAPITAL MANAGEMENT INC 510 - 2024-03-31 12,377 $559,000 467
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1505 - 2024-03-31 12,361 $558,000 120
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2444 - 2024-03-31 11,853 $535,000 422
   Wade Financial Advisory Inc 50 - 2024-03-31 11,514 $520,000 3,449
   PROEQUITIES INC. 435 - 2024-03-31 11,303 $510,000 2,231
   MCCORMACK ADVISORS INTERNATIONAL 745 - 2024-03-31 10,254 $463,000 4,024
   Magnus Financial Group LLC 196 - 2024-03-31 10,143 $458,000 3,931
   Buttonwood Financial Group LLC 26 - 2024-03-31 9,072 $410,000 2,059
   AGF MANAGEMENT LTD 606 - 2024-03-31 8,400 $379,000 400
   Buck Wealth Strategies LLC 66 - 2024-03-31 8,335 $376,000 8,335
   WAGNER CAPITAL MANAGEMENT CORP 253 - 2024-03-31 7,351 $332,000 299
   Tortoise Investment Management LLC 178 - 2024-03-31 6,902 $312,000 82
   Tempus Wealth Planning LLC 152 - 2024-03-31 6,671 $301,000 700
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4069 - 2024-03-31 6,448 $291,000 132
   Spectrum Planning & Advisory Services Inc. 38 - 2023-12-31 7,251 $289,000 7,251
   ADVISORY SERVICES NETWORK, LLC 1165 - 2024-03-31 6,328 $286,000 121
   HARBOUR INVESTMENTS INC. 744 - 2023-12-31 6,722 $268,000 921
   KESTRA PRIVATE WEALTH SERVICES LLC 1104 - 2024-03-31 5,237 $236,000 13
   Sugarloaf Wealth Management LLC 136 - 2024-03-31 4,852 $219,000 280
   Capital Analysts Inc. 424 - 2024-03-31 4,837 $218,000 930
   FinTrust Capital Advisors LLC 415 - 2024-03-31 1,773 $80,000 80
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 197 - 2024-03-31 1,771 $80,000 20
   Emerald Investment Partners LLC 339 - 2024-03-31 1,485 $67,000 94
   Global Financial Private Client LLC 405 - 2024-03-31 407 $18,000 11
  83 Records found
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