Public ownership evidence

iShares ESG Advanced MSCI USA ETF (USXF) Ownership Disclosures

Read USXF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares ESG Advanced MSCI USA ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
3,637
Value (USD)
$252,583
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read USXF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read USXF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-283,637$252,583None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-267,358$423,674None
Rehmann Capital Advisory Group2026-06-302026-08-213,679$255,561None
Archer Investment Corp2026-06-302026-08-201,457$101,169None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,600$319,437None
Beacon Pointe Advisors, LLC2026-06-302026-08-19108,894$7,562,679None
Wealth Management Strategies, Inc.2026-06-302026-08-182,881$200,071None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1897,385$6,763,358None
Corient Private Wealth LP2026-06-302026-08-183,637$252,583None
Transamerica Financial Advisors, LLC2026-06-302026-08-183,121$216,755None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1835,143$2,443,712None
Equitable Holdings, Inc.2026-06-302026-08-1838,337$2,662,479None
GTS FINANCIAL, LLC2026-06-302026-08-1511,471$618,631None
EFG International AG2026-06-302026-08-15634$44,031None
SEI INVESTMENTS CO2026-06-302026-08-15862,590$59,906,860None
Federation des caisses Desjardins du Quebec2026-06-302026-08-152,270$157,651None
Modern Wealth Management, LLC2026-06-302026-08-1551,326$3,564,572None
Advyzon Investment Management, LLC2026-06-302026-08-153,701$257,034None
Milestone Investment Advisors LLC2026-06-302026-08-155,737$398,435None
Perennial Investment Advisors, LLC2026-06-302026-08-1512,819$890,491None
Capital Asset Advisory Services LLC2026-06-302026-08-155,411$375,816None
AIRE ADVISORS, LLC2026-06-302026-08-153,907$271,340None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-157,233$502,317None
NFSG Corp2026-06-302026-08-15130$9,029None
Qube Research & Technologies Ltd2026-06-302026-08-1553$3,681None
IFG Advisory, LLC2026-06-302026-08-15433$30,072None
OSAIC HOLDINGS, INC.2026-06-302026-08-1526,655$1,851,156None
OSAIC HOLDINGS, INC.2026-06-302026-08-15916$63,616None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,971$623,028None
OSAIC HOLDINGS, INC.2026-06-302026-08-1539,772$2,762,744None
Orion Porfolio Solutions, LLC2026-06-302026-08-1547,338$3,287,616None
Regal Investment Advisors LLC2026-06-302026-08-1514,110$979,940None
Medallion Wealth Advisors, LLC2026-06-302026-08-15607$49,791None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15345$23,960None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15644$44,710None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1519$1,320None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1590$6,247None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15146$10,152None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15145$10,079None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15280$19,446None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1547$3,276None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,355$94,087None
Keel Point, LLC2026-06-302026-08-155,466$379,614None
Davis Wealth Advisors, LLC2026-06-302026-08-156,799$472,193None
Davis Wealth Advisors, LLC2026-06-302026-08-1526,983$1,874,075None
&PARTNERS2026-06-302026-08-1539,388$2,735,144None
Thrivent Financial for Lutherans2026-06-302026-08-1579,921$5,520,000None
Thrivent Financial for Lutherans2026-06-302026-08-1510,105$702,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1515,918$1,072,203None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1533,003$2,292,038None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Rehmann Capital Advisory Group ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Wealth Management Strategies, Inc. ↗Balanced Rock Investment Advisors LLC ↗Corient Private Wealth LP ↗Transamerica Financial Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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