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Who Owns iShares ESG Advanced MSCI USA ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares ESG Advanced MSCI USA ETF.

Who crossed 5% of USXF →
Managers holding
12
as of 2026-09-30
Reported value
$28.2M
summed across filings
Shares held
409.3K
Added vs trimmed
3 / 8
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Apella Capital, LLCESG MSCI USA ETF216.1K shtrimmed$15M
TOMPKINS FINANCIAL CORPESG MSCI USA ETF89.2K shadded$6.1M
SigFig Wealth Management, LLCESG MSCI USA ETF28K shtrimmed$1.9M
Farther Finance Advisors, LLCETF22.2K shtrimmed$1.5M
Central Pacific Bank - Trust DivisionESG MSCI USA ETF14.2K shtrimmed$967.2K
Asempa Wealth AdvisorsESG MSCI USA ETF11.5K shheld$791.7K
CoreCap Advisors, LLCETF9.9K shtrimmed$675.2K
Attessa Capital LLCESG MSCI USA ETF7K shtrimmed$479.6K
Wealth Group LtdISHARES TR ESG MSCI USA ETF3.5K shtrimmed$244.9K
Acropolis Investment Management, LLCESG MSCI USA ETF3.3K shtrimmed$224.6K
Insight Wealth Strategies, LLCESG MSCI USA ETF3.1K shadded$212.2K
Investors Research CorpESG MSCI USA ETF1.2K shadded$79.2K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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