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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SEI INVESTMENTS CO 1013 *New 2024-03-31 170,743 $7,709,000 170,743
   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
   SageView Advisory Group LLC 144 *New 2024-03-31 60,866 $1,490,000 60,866
   Sigma Planning Corp 401 *New 2024-03-31 30,711 $1,387,000 30,711
   We Are One Seven LLC 326 *New 2023-12-31 24,803 $988,000 24,803
   DOHJ LLC 106 *New 2024-03-31 13,044 $589,000 13,044
   CREATIVE PLANNING 1621 *New 2023-12-31 14,273 $568,000 14,273
   RETIREMENT CAPITAL STRATEGIES 54 *New 2023-12-31 10,422 $415,000 10,422
   AMERIPRISE FINANCIAL INC 3459 *New 2023-12-31 9,872 $393,000 9,872
   Monterey Private Wealth Inc. 82 *New 2024-03-31 6,780 $306,000 6,780
   TRANSCEND WEALTH COLLECTIVE LLC 452 *New 2024-03-31 5,546 $250,000 5,546
   Claro Advisors LLC 365 *New 2024-03-31 5,151 $233,000 5,151
   JB Capital LLC 208 *New 2024-03-31 5,002 $226,000 5,002
   HIGHTOWER ADVISORS, LLC 2865 *New 2024-03-31 4,942 $224,000 4,942
   CONCENTRIC WEALTH MANAGEMENT LLC 132 *New 2024-03-31 4,709 $213,000 4,709
   Hoxton Planning & Management LLC 150 *New 2024-03-31 4,724 $213,000 4,724
   MERCER GLOBAL ADVISORS INC /ADV 1818 *New 2023-12-31 5,228 $208,000 5,228
   Gateway Wealth Partners LLC 219 *New 2023-12-31 5,150 $205,000 5,150
   HANSON INVESTMENT MANAGEMENT 316 *New 2024-03-31 960 $43,000 960
   Arjuna Capital 95 *New 2023-12-31 301 $12,000 301
   MATHER GROUP, INC. 1429 *New 2024-03-31 70 $3,000 70
   Qube Research & Technologies Ltd 3433 *New 2023-12-31 20 $1,000 20
  23 Records found
  1    
  Page 1 of 1
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