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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
59,226
shares
|
$2.56 Million
0.03% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
54,055
shares
|
$2.33 Million
0.45% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
51,041
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
48,816
shares
|
$2.11 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
47,340
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2024
Added 1.5%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
44,525
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2024
Added 230.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
42,073
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2024
Added 5.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
39,841
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2024
Added 6.41%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
35,301
shares
|
$1.52 Million
0.04% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
34,649
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.31%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
33,595
shares
|
$1.45 Million
0.22% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
32,618
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2024
Added 61.39%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,888
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2023
Reduced 36.21%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
29,351
shares
|
$1.27 Million
0.21% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
27,988
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Jul 23, 2024 Q2 2024 |
27,870
shares
|
$1.2 Million
0.69% of portfolio
|
Q2 2024
Added 140.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,456
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 07, 2024 Q2 2024 |
24,166
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
22,568
shares
|
$974,034
0.36% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
22,188
shares
|
$957,634
0.48% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
21,863
shares
|
$943,607
0.0% of portfolio
|
Q2 2024
Added 3.76%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
21,736
shares
|
$938,125
0.0% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
21,704
shares
|
$936,744
0.01% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
21,493
shares
|
$927,637
0.0% of portfolio
|
Q2 2024
Added 5.38%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
20,906
shares
|
$902,302
0.0% of portfolio
|
Q2 2024
Reduced 2.23%
|