Institutional Ownership Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB). We have compiled data on the 153 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $557 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,975,806
shares
|
$215 Million
0.0% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,707,650
shares
|
$73.7 Million
0.03% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
626,658
shares
|
$27 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
446,030
shares
|
$19.3 Million
0.71% of portfolio
|
Q2 2024
Added 13.11%
|
|
|
Impac Tfolio, LLC
|
Oct 01, 2024 Q3 2024 |
408,570
shares
|
$17.6 Million
9.36% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Seeds Investor LLC
New York, NY |
Aug 02, 2024 Q2 2024 |
377,347
shares
|
$16.3 Million
8.23% of portfolio
|
Q2 2024
Added 0.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
352,160
shares
|
$15.2 Million
0.0% of portfolio
|
Q2 2024
Added 6.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
314,980
shares
|
$13.6 Million
0.01% of portfolio
|
Q2 2024
Added 13.63%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Jul 31, 2024 Q2 2024 |
212,108
shares
|
$9.15 Million
7.59% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
189,573
shares
|
$8.18 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
186,601
shares
|
$8.05 Million
0.05% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
179,672
shares
|
$7.75 Million
0.02% of portfolio
|
Q2 2024
Added 20.25%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
161,506
shares
|
$6.97 Million
0.01% of portfolio
|
Q2 2024
Added 9.2%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
150,089
shares
|
$6.48 Million
0.14% of portfolio
|
Q2 2024
Added 13.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
139,608
shares
|
$6.03 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
132,002
shares
|
$5.7 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
118,398
shares
|
$5.11 Million
0.23% of portfolio
|
Q2 2024
Added 12.11%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
99,817
shares
|
$4.31 Million
0.48% of portfolio
|
Q4 2023
Added 18.83%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
95,768
shares
|
$4.13 Million
0.05% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
93,925
shares
|
$4.05 Million
0.01% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
91,331
shares
|
$3.94 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
89,393
shares
|
$3.86 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
79,316
shares
|
$3.42 Million
0.1% of portfolio
|
Q3 2024
Added 21.34%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
65,812
shares
|
$2.84 Million
0.08% of portfolio
|
Q2 2024
Added 938.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
62,013
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2024
New holding
|