证券记录 · 已归档季度
USXF
iShares ESG Advanced MSCI USA ETF · Financial Services · Asset Management - Global
41被追踪持有人
-3Δ持有人
9.64M持有股份
$531.32M报告持仓市值
+1新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -6.8% ·
股份流向 +2.8% ·
净新建仓位 -7.3%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +5 | 9.62M | $667.49M | +5 | — |
| Q1 2026 | 41 | -3 | 9.64M | $531.32M | +1 | −4 |
| Q4 2025 | 44 | -1 | 9.38M | $540.17M | — | −1 |
| Q3 2025 | 6 | 0 | 3.64M | $208.67M | — | — |
| Q2 2025 | 3 | 0 | 2.53M | $136.58M | — | — |
| Q1 2025 | 1 | +1 | 76.50K | $3.57M | +1 | — |
| Q2 2024 | 1 | — | 18.46K | $859,867 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.79M | +4.5% | $153.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 2.37M | +1.7% | $130.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 970.06K | +8.0% | $53.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Sei Investments Co | 876.09K | +5.5% | $48.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 520.92K | +4.0% | $27.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 520.92K | +4.0% | $27.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mackenzie Financial Corp | 371.88K | +3.9% | $20.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 232.25K | +1.6% | $12.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 165.10K | -9.8% | $9.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 137.11K | +13.6% | $7.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 137.11K | +13.6% | $7.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 133.77K | +13.3% | $7.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 133.77K | +13.3% | $7.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 133.77K | +13.3% | $7.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 133.77K | +13.3% | $7.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 131.21K | -27.9% | $7.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 131.21K | -27.9% | $7.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 131.21K | -27.9% | $7.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 131.21K | -27.9% | $7.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 129.64K | +8.1% | $7.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 129.64K | +8.1% | $7.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 106.08K | +26.0% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 103.80K | +0.2% | $5.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 103.80K | +0.2% | $5.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 103.80K | +0.2% | $5.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 78.75K | +1.6% | $4.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mirae Asset Global Investments Co.… | 77.30K | -14.1% | $4.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 67.31K | -2.2% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 67.31K | -2.2% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 67.31K | -2.2% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 66.46K | -15.9% | $3.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 57.62K | +7.8% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 39.03K | +17.6% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 39.03K | +17.6% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 29.25K | +44.0% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 28.41K | 0.0% | $1.58M | 0.0% | Held | 2 | SEC ↗ |
| 37 | Cwm, Llc | 25.81K | +20.5% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 21.49K | +6.5% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Creative Planning | 17.40K | -1.4% | $960,314 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 16.50K | -6.0% | $910,662 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 13.77K | +93.5% | $740,611 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | UBS Group AG | 11.88K | +22.4% | $655,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Mariner, LLC | 11.25K | -32.9% | $621,206 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Mariner, LLC | 11.25K | -32.9% | $621,206 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 9.52K | -60.1% | $532,637 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Us Bancorp \De\ | 6.44K | -11.7% | $355,486 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Stifel Financial Corp | 6.34K | -3.9% | $350,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Stifel Financial Corp | 6.34K | -3.9% | $350,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Stifel Financial Corp | 6.34K | -3.9% | $350,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Focus Partners Wealth | 4.58K | +18.1% | $252,982 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 3.82K | +4.1% | $210,886 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Rockefeller Capital Management L.P. | 3.76K | 0.0% | $207,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Corient Private Wealth LP | 3.63K | -49.9% | $200,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 3.50K | +105.9% | $192,885 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Fifth Third Bancorp | 1.93K | 新增 | $106,702 | 0.0% | New | 1 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 998 | +1.9% | $55,090 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 795 | +11.2% | $43,899 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 111 | -98.5% | $6,127 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Fifth Third Bancorp | $106,702 | 0.0% |
已清仓
| Jane Street Group, Llc | $577,700 | 曾为 0.0% |
| Susquehanna International… | $503,940 | 曾为 0.0% |
| Mercer Global Advisors Inc… | $263,313 | 曾为 0.0% |
| Qube Research & Technologies… | $53,031 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 268 持有人, 14.91M 股份, $780.86M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
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