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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
   TD Waterhouse Canada Inc. 461 - 2024-03-31 28,405 $1,265,000 0
   MA Private Wealth 42 - 2024-03-31 23,399 $1,056,000 0
   Financial Advisors LLC 31 - 2024-03-31 16,042 $724,000 0
   Aurum Wealth Management Group LLC 157 - 2024-03-31 13,863 $626,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 519 - 2023-12-31 11,910 $474,000 0
   VALMARK ADVISERS INC 452 - 2024-03-31 6,239 $282,000 0
   BLUE CREEK INVESTMENT PARTNERS LLC 327 - 2024-03-31 5,466 $247,000 0
   PRINCIPAL SECURITIES INC. 1167 - 2024-03-31 2,922 $132,000 0
   EverSource Wealth Advisors LLC 697 - 2023-12-31 2,117 $84,000 0
   Milestone Investment Advisors LLC 87 - 2023-12-31 1,938 $77,000 0
   GPS Wealth Strategies Group LLC 509 - 2024-03-31 1,113 $50,000 0
   NBC SECURITIES INC. 1236 - 2024-03-31 780 $35,000 0
   Archer Investment Corp 482 - 2024-03-31 570 $26,000 0
   CVA Family Office LLC 605 - 2024-03-31 526 $24,000 0
   Morton Brown Family Wealth LLC 142 - 2024-03-31 284 $13,000 0
   LGT Financial Advisors LLC 489 - 2024-03-31 224 $10,000 0
   PSI Advisors LLC 511 - 2024-03-31 184 $8,000 0
   FIRST MANHATTAN CO 1180 - 2023-12-31 150 $6,000 0
   BARRETT & COMPANY INC. 476 - 2024-03-31 110 $5,000 0
   Signature Resources Capital Management LLC 317 - 2024-03-31 53 $2,000 0

  20 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results