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 172 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $605 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
|
$213 Million
0.0% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,830,042
shares
|
$78.3 Million
0.03% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
877,100
shares
|
$37.5 Million
0.25% of portfolio
|
Q4 2024
Added 6371.15%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
535,241
shares
|
$22.9 Million
0.82% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
454,452
shares
|
$19.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 31.34%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
430,297
shares
|
$18.4 Million
9.49% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
427,505
shares
|
$18.3 Million
0.01% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
366,103
shares
|
$15.7 Million
6.06% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
365,655
shares
|
$15.6 Million
0.0% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
225,326
shares
|
$9.64 Million
7.83% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
208,252
shares
|
$8.91 Million
0.05% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
200,281
shares
|
$8.57 Million
0.01% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
189,573
shares
|
$8.11 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
185,256
shares
|
$7.93 Million
3.06% of portfolio
|
Q4 2024
Reduced 22.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
174,629
shares
|
$7.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
150,089
shares
|
$6.42 Million
0.14% of portfolio
|
Q2 2024
Added 13.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
142,557
shares
|
$6.1 Million
0.01% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
138,442
shares
|
$5.92 Million
0.23% of portfolio
|
Q3 2024
Added 16.93%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
103,659
shares
|
$4.44 Million
0.67% of portfolio
|
Q4 2024
Reduced 21.47%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
100,835
shares
|
$4.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
99,817
shares
|
$4.27 Million
0.48% of portfolio
|
Q4 2023
Added 18.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
94,084
shares
|
$4.03 Million
0.02% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
74,749
shares
|
$3.2 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
70,062
shares
|
$3 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
69,335
shares
|
$2.97 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.6%
|