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 165 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $572 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
21,646
shares
|
$921,253
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
21,245
shares
|
$904,187
0.21% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
21,038
shares
|
$895,377
0.0% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
20,906
shares
|
$889,759
0.0% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
19,872
shares
|
$845,752
0.0% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
19,837
shares
|
$844,262
0.1% of portfolio
|
Q3 2024
Added 33.71%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
17,571
shares
|
$747,821
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
17,425
shares
|
$741,608
0.01% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
17,111
shares
|
$728,244
0.0% of portfolio
|
Q4 2024
Reduced 21.28%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
17,008
shares
|
$723,860
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
16,976
shares
|
$722,498
0.01% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,092
shares
|
$684,875
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,989
shares
|
$680,491
0.05% of portfolio
|
Q4 2023
Reduced 11.25%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
13,554
shares
|
$576,858
0.25% of portfolio
|
Q2 2024
Added 18.09%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
13,536
shares
|
$576,092
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
12,989
shares
|
$552,811
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,551
shares
|
$534,170
0.07% of portfolio
|
Q3 2024
Added 91.59%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
12,407
shares
|
$528,041
0.08% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
12,227
shares
|
$520,381
0.16% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
11,971
shares
|
$509,485
0.03% of portfolio
|
Q4 2024
Reduced 26.85%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,813
shares
|
$502,761
0.01% of portfolio
|
Q3 2024
Added 43.08%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
11,788
shares
|
$501,697
0.09% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
10,690
shares
|
$454,966
0.04% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
10,560
shares
|
$449,433
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,367
shares
|
$441,219
0.0% of portfolio
|
Q3 2024
Added 10.97%
|