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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
320
shares
|
$13,673
0.0% of portfolio
|
Q2 2024
Reduced 62.4%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
293
shares
|
$12,519
0.0% of portfolio
|
Q2 2024
Reduced 92.68%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
253
shares
|
$10,810
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
232
shares
|
$9,913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
210
shares
|
$8,973
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
161
shares
|
$6,879
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
145
shares
|
$6,195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
140
shares
|
$5,982
0.0% of portfolio
|
Q4 2024
Reduced 60.67%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
104
shares
|
$4,443
0.0% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
81
shares
|
$3,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
75
shares
|
$3,204
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
70
shares
|
$2,991
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
68
shares
|
$2,905
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
47
shares
|
$2,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
37
shares
|
$1,581
0.0% of portfolio
|
Q4 2024
Reduced 44.78%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
36
shares
|
$1,538
0.0% of portfolio
|
Q4 2024
Reduced 95.97%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
31
shares
|
$1,324
0.0% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
24
shares
|
$1,025
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
3
shares
|
$128
0.0% of portfolio
|
Q4 2024
New holding
|