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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
   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
   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
   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
   GOLDMAN SACHS GROUP INC/ 2677 - 2023-12-31 104,336 $4,155,000 54,335
   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
   Crestone Asset Management LLC 27 - 2024-03-31 60,109 $2,714,000 2,347
   ACCREDITED INVESTORS INC. 52 - 2023-12-31 65,670 $2,615,000 7,277
   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
   GOULD ASSET MANAGEMENT LLC /CA/ 32 - 2024-03-31 42,725 $1,929,000 9,600
   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
   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
   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
   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
   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
   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
   Pensionmark Financial Group LLC 174 - 2023-12-31 18,890 $752,000 688
   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
   Keystone Financial Services 39 - 2023-12-31 15,901 $633,000 1,404
   Farther Finance Advisors LLC 308 - 2023-12-31 15,865 $632,000 154
   LINCOLN NATIONAL CORP 667 - 2024-03-31 13,711 $619,000 5,567
   Perigon Wealth Management LLC 491 - 2024-03-31 13,220 $597,000 1,892
   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
   PROEQUITIES INC. 435 - 2024-03-31 11,303 $510,000 2,231
   STIFEL FINANCIAL CORP 2545 - 2023-12-31 12,517 $498,000 235
   National Wealth Management Group LLC 59 - 2023-12-31 12,042 $480,000 2,638
   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
   Buck Wealth Strategies LLC 66 - 2024-03-31 8,335 $376,000 8,335
   UBS Group AG 4215 - 2023-12-31 8,566 $341,000 569
   WAGNER CAPITAL MANAGEMENT CORP 253 - 2024-03-31 7,351 $332,000 299
   Wade Financial Advisory Inc 64 - 2023-12-31 8,065 $321,000 174
   AGF MANAGEMENT LTD 628 - 2023-12-31 8,000 $319,000 300
   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
   BANK OF MONTREAL /CAN/ 2368 - 2023-12-31 7,414 $296,000 7,414
   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
   COMERICA BANK 2354 - 2023-12-31 3,686 $147,000 11
   FinTrust Capital Advisors LLC 415 - 2024-03-31 1,773 $80,000 80
   Emerald Investment Partners LLC 339 - 2024-03-31 1,485 $67,000 94
   Koesten Hirschmann & Crabtree INC. 119 - 2023-12-31 238 $9,000 2
  77 Records found
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