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 169 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $578 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
4,562
shares
|
$194,934
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,697
shares
|
$157,972
0.01% of portfolio
|
Q1 2021
Reduced 95.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,694
shares
|
$157,844
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,316
shares
|
$141,692
0.01% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
3,203
shares
|
$136,864
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
3,119
shares
|
$133,274
0.04% of portfolio
|
Q2 2024
Added 5.76%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,654
shares
|
$113,405
0.0% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,475
shares
|
$105,756
0.01% of portfolio
|
Q3 2022
Reduced 0.36%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
2,372
shares
|
$101,355
0.02% of portfolio
|
Q4 2024
Added 47.6%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,954
shares
|
$83,494
0.0% of portfolio
|
Q3 2024
Added 195300.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,887
shares
|
$80,631
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,575
shares
|
$67,299
0.0% of portfolio
|
Q4 2024
Reduced 33.26%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,518
shares
|
$64,864
0.01% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,465
shares
|
$62,599
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,433
shares
|
$61,232
0.0% of portfolio
|
Q4 2024
Reduced 80.6%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,300
shares
|
$55,548
0.0% of portfolio
|
Q3 2024
Added 35.56%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,240
shares
|
$52,985
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,231
shares
|
$52,600
0.0% of portfolio
|
Q3 2024
Reduced 28.64%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
856
shares
|
$36,576
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
722
shares
|
$30,851
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
671
shares
|
$28,671
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
665
shares
|
$28,415
0.01% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
601
shares
|
$25,680
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
511
shares
|
$21,835
0.0% of portfolio
|
Q3 2024
Added 16.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
431
shares
|
$18,416
0.0% of portfolio
|
Q4 2024
Reduced 35.19%
|