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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
   Adviser Investments LLC 47 - 2024-03-31 554,682 $25,044,000 -5,875
   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
   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
   Walkner Condon Financial Advisors LLC 27 - 2024-03-31 104,300 $4,709,000 -1,596
   Optas LLC 24 - 2024-03-31 79,580 $3,593,000 -1,472
   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
   Advisor Group Holdings Inc. 1453 - 2024-03-31 61,548 $2,779,000 -343,250
   Sharkey Howes & Javer 43 - 2024-03-31 58,250 $2,630,000 -5,399
   COMMONWEALTH EQUITY SERVICES LLC. 1596 - 2024-03-31 56,914 $2,570,000 -2,173
   FINANCIAL NETWORK 980 - 2023-12-31 48,117 $1,916,000 -1,788
   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
   Stratos Wealth Partners LTD. 514 - 2024-03-31 32,883 $1,485,000 -238
   Skyline Advisors Inc. 24 - 2024-03-31 29,090 $1,313,000 -543
   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
   Kestra Advisory Services LLC 1032 - 2023-12-31 29,921 $1,191,000 -312
   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
   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
   TCWP LLC 8 - 2023-12-31 24,803 $988,000 -137
   AE Wealth Management LLC 1212 - 2023-12-31 20,182 $833,000 -2,063
   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
   JMG FINANCIAL GROUP, LTD. 75 - 2024-03-31 16,116 $728,000 -841
   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
   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
   Aufman Associates Inc 20 - 2024-03-31 13,545 $612,000 -5
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1171 - 2023-12-31 13,355 $532,000 -280
   West Wealth Group LLC 45 - 2024-03-31 11,630 $525,000 -172
   FINANCIAL COUNSELORS INC 404 - 2024-03-31 11,452 $517,000 -24
   UMA Financial Services Inc. 92 - 2024-03-31 11,226 $481,000 -493
   Ascent Group LLC 355 - 2023-12-31 11,185 $477,000 -260
   BP WEALTH MANAGEMENT LLC 486 - 2023-12-31 11,712 $466,000 -2,440
   NATIONAL ASSET MANAGEMENT, INC. 879 - 2023-12-31 10,998 $438,000 -7,423
   Copperleaf Capital LLC 59 - 2023-12-31 10,913 $435,000 -278
   CoreCap Advisors LLC 372 - 2023-12-31 10,765 $429,000 -523
   Venturi Wealth Management LLC 280 - 2024-03-31 9,396 $424,000 -674
   Betterment LLC 282 - 2024-03-31 8,770 $396,000 -942
   Apollon Wealth Management LLC 779 - 2024-03-31 8,509 $384,000 -975
   ALESCO ADVISORS LLC 150 - 2024-03-31 6,820 $308,000 -530
   COMERICA SECURITIESINC. 359 - 2023-09-30 8,649 $301,000 -606
   RAYMOND JAMES & ASSOCIATES 3359 - 2024-03-31 6,142 $277,000 -15,963
   Spire Wealth Management 687 - 2024-03-31 6,092 $275,000 -644
   BEACON FINANCIAL GROUP 294 - 2024-03-31 5,722 $258,000 -550
   BAKER TILLY FINANCIAL LLC 375 - 2024-03-31 5,612 $253,000 -654
   Goldstein Advisors LLC 131 - 2023-12-31 6,073 $242,000 -595
   Private Advisor Group LLC 2014 - 2024-03-31 5,077 $229,000 -341
   Pallas Capital Advisors LLC 398 - 2024-03-31 4,940 $223,000 -488
   WEDBUSH MORGAN SECURITIES INC 910 - 2023-12-31 5,586 $222,000 -435
   U.S. Capital Wealth Advisors LLC 625 - 2024-03-31 4,888 $221,000 -248
   CREATIVE FINANCIAL DESIGNS INC /ADV 417 - 2024-03-31 4,395 $198,000 -105
   Capital Analysts Inc. 457 - 2023-12-31 3,907 $156,000 -13
   JFS WEALTH ADVISORS, LLC 268 - 2024-03-31 3,327 $150,000 -263
   AdvisorNet Financial Inc 664 - 2024-03-31 1,912 $86,000 -70
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 183 - 2023-12-31 1,751 $70,000 -3
   PNC FINANCIAL SERVICES GROUP INC 2869 - 2024-03-31 1,400 $63,000 -51
   Aspire Private Capital LLC 340 - 2024-03-31 378 $17,000 -18
   NBT BANK N A /NY 471 - 2024-03-31 162 $11,000 -295
   Goodwin Investment Advisory 158 - 2024-03-31 133 $6,000 -9,349
  74 Records found
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