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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 268 - 2023-12-31 4,458,352 $177,532,000 -68,598
   BLACKROCK INC. 1931 - 2024-03-31 2,680,493 $121,024,000 -314,555
   Envestnet Portfolio Solutions Inc. 60 - 2024-03-31 1,352,004 $61,043,000 -62,917
   SigFig Wealth Management LLC 20 - 2024-03-31 557,761 $25,183,000 50,361
   Adviser Investments LLC 47 - 2024-03-31 554,682 $25,044,000 -5,875
   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
   PARK AVENUE SECURITIES LLC 67 - 2024-03-31 390,944 $17,651,000 -2,401
   MACKENZIE FINANCIAL CORP 375 - 2024-03-31 335,140 $15,132,000 -5,010
   HANSON MCCLAIN, INC. 99 - 2024-03-31 288,907 $13,044,000 9,050
   MML INVESTORS SERVICES LLC 344 - 2023-12-31 283,298 $11,281,000 69
   Financial Connections Group Inc. - 2024-03-31 184,313 $8,322,000 5,000
   SEI INVESTMENTS CO 1013 *New 2024-03-31 170,743 $7,709,000 170,743
   SPINNAKER TRUST 54 - 2024-03-31 163,831 $7,397,000 -5,080
   Invera Wealth Advisors LLC 1 - 2024-03-31 166,852 $7,044,000 -1,297
   Cetera Investment Advisers 378 - 2023-12-31 153,327 $6,105,000 -10,984
   THRIVENT FINANCIAL FOR LUTHERANS 761 - 2023-12-31 138,466 $5,514,000 4,464
   One Wealth Advisors LLC 29 - 2024-03-31 116,743 $5,271,000 6,184
   Atria Wealth Solutions Inc. 315 - 2023-12-31 121,611 $4,843,000 11,082
   ROYAL BANK OF CANADA 1908 - 2023-12-31 120,488 $4,799,000 25,996
   Walkner Condon Financial Advisors LLC 27 - 2024-03-31 104,300 $4,709,000 -1,596
   GOLDMAN SACHS GROUP INC/ 2677 - 2023-12-31 104,336 $4,155,000 54,335
   Optas LLC 24 - 2024-03-31 79,580 $3,593,000 -1,472
   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
   GenWealth Group Inc. 25 - 2024-03-31 68,433 $3,090,000 -3,022
   Horst & Graben Wealth Management LLC 30 - 2024-03-31 67,685 $3,056,000 -1,665
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 355 *New 2023-12-31 72,281 $2,878,000 72,281
   REGATTA CAPITAL GROUP LLC 32 *New 2024-03-31 63,317 $2,859,000 63,317
   Advisor Group Holdings Inc. 1453 - 2024-03-31 61,548 $2,779,000 -343,250
   Crestone Asset Management LLC 27 - 2024-03-31 60,109 $2,714,000 2,347
   Sharkey Howes & Javer 43 - 2024-03-31 58,250 $2,630,000 -5,399
   ACCREDITED INVESTORS INC. 52 - 2023-12-31 65,670 $2,615,000 7,277
   COMMONWEALTH EQUITY SERVICES LLC. 1596 - 2024-03-31 56,914 $2,570,000 -2,173
   Equitable Holdings Inc. 384 - 2023-12-31 55,763 $2,220,000 359
   MORNINGSTAR INVESTMENT SERVICES, INC. 184 - 2023-12-31 54,391 $2,170,000 37,781
   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
   Integrated Wealth Concepts LLC 460 - 2023-12-31 52,461 $2,089,000 2,132
   Balanced Rock Investment Advisor 15 - 2023-12-31 52,009 $2,071,000 0
   GOULD ASSET MANAGEMENT LLC /CA/ 32 - 2024-03-31 42,725 $1,929,000 9,600
   FINANCIAL NETWORK 980 - 2023-12-31 48,117 $1,916,000 -1,788
   Steward Partners Investment Advisory LLC 515 - 2023-12-31 47,777 $1,902,000 4,994
   BANK OF AMERICA CORP /DE/ 3577 - 2023-12-31 47,190 $1,879,000 4,746
   HPM Partners LLC - 2023-12-31 44,799 $1,784,000 -674
   WEALTHSOURCE PARTNERS LLC 138 - 2023-12-31 44,703 $1,780,000 -3,697
   Opes Wealth Management LLC 48 - 2024-03-31 37,874 $1,710,000 -1,595
   PRUDENTIAL FINANCIAL INC 1538 - 2023-12-31 42,517 $1,693,000 -9,400
   BANK OF NEW YORK MELLON CORP 2876 - 2024-03-31 35,808 $1,617,000 324
   Aptus Capital Advisors LLC 241 - 2023-12-31 40,059 $1,595,000 27,530
   MORGAN STANLEY 4559 - 2023-12-31 38,700 $1,541,000 29,167
   Ally Invest Advisors Inc. 21 - 2023-12-31 38,162 $1,520,000 2,001
   WELLS FARGO & CO/MN 2758 - 2024-03-31 33,009 $1,490,000 4,435
   SageView Advisory Group LLC 144 *New 2024-03-31 60,866 $1,490,000 60,866
   Stratos Wealth Partners LTD. 514 - 2024-03-31 32,883 $1,485,000 -238
   Diversify Advisory Services LLC 187 - 2024-03-31 32,623 $1,466,000 0
   Equita Financial Network Inc. 34 - 2024-03-31 32,375 $1,462,000 4,726
   Sigma Planning Corp 401 *New 2024-03-31 30,711 $1,387,000 30,711
   Skyline Advisors Inc. 24 - 2024-03-31 29,090 $1,313,000 -543
   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
   TD Waterhouse Canada Inc. 461 - 2024-03-31 28,405 $1,265,000 0
   DFPG INVESTMENTS INC. 203 - 2023-12-31 30,971 $1,203,000 -2,443
   Kuntz Lesher Capital LLC 74 - 2024-03-31 26,573 $1,200,000 -2,091
   Austin Private Wealth LLC 67 - 2024-03-31 26,878 $1,198,000 1,532
   Kestra Advisory Services LLC 1032 - 2023-12-31 29,921 $1,191,000 -312
   VERITY Wealth Advisors 18 - 2024-03-31 26,031 $1,175,000 2,791
   HART & PATTERSON FINANCIAL GROUP LLC 38 - 2024-03-31 25,427 $1,148,000 9,888
   FTB Advisors Inc. 241 - 2024-03-31 24,140 $1,090,000 -527
   Sandbox Financial Partners LLC 40 - 2024-03-31 24,105 $1,088,000 -1,320
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 195 - 2024-03-31 23,795 $1,070,000 -4,595
   MA Private Wealth 42 - 2024-03-31 23,399 $1,056,000 0
   DIVERSIFIED TRUST CO 300 - 2024-03-31 23,311 $1,052,000 -1,387
   Wealth Alliance 153 - 2024-03-31 23,044 $1,040,000 -57
   Orion Portfolio Solutions LLC 971 - 2024-03-31 22,589 $1,020,000 6,430
   We Are One Seven LLC 326 *New 2023-12-31 24,803 $988,000 24,803
   TCWP LLC 8 - 2023-12-31 24,803 $988,000 -137
   MULTIFINANCIAL SECURITIES CORP 788 - 2023-12-31 24,287 $967,000 565
   Clarius Group LLC 128 - 2024-03-31 20,343 $918,000 3
   Snowden Capital Advisors LLC 475 - 2023-12-31 21,620 $861,000 1,217
   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
   FMR LLC 2374 - 2023-12-31 21,197 $844,000 272
   AE Wealth Management LLC 1212 - 2023-12-31 20,182 $833,000 -2,063
   Congress Wealth Management LLC / DE / 390 - 2024-03-31 18,302 $826,000 1,832
   WRAPMANAGER INC 95 - 2024-03-31 17,783 $803,000 1,185
   REGAL INVESTMENT ADVISORS, LLC 253 - 2023-12-31 19,999 $796,000 -520
   Mount Yale Investment Advisors LLC 246 - 2023-12-31 19,136 $762,000 -151
   Pensionmark Financial Group LLC 174 - 2023-12-31 18,890 $752,000 688
   JMG FINANCIAL GROUP, LTD. 75 - 2024-03-31 16,116 $728,000 -841
   Financial Advisors LLC 31 - 2024-03-31 16,042 $724,000 0
   Strategic Blueprint LLC 308 - 2024-03-31 15,756 $711,000 -911
   Patriot Financial Group Insurance Agency LLC 205 - 2024-03-31 15,474 $699,000 -1,112
   Van Hulzen Asset Management LLC 196 - 2024-03-31 15,448 $697,000 -3,095
   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
   One Wealth Management Investment & Advisory Servic - 2023-12-31 16,191 $645,000 0
   TOWNSQUARE CAPITAL LLC 706 - 2023-12-31 16,191 $645,000 -885
   Stratos Wealth Advisors LLC 412 - 2024-03-31 14,156 $639,000 -787
  100 Records found
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