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 173 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $542 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
60,597
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 58.85%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
60,263
shares
|
$2.64 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
59,046
shares
|
$2.59 Million
0.1% of portfolio
|
Q3 2025
Reduced 18.53%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
49,487
shares
|
$2.17 Million
0.15% of portfolio
|
Q3 2025
Added 28.13%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
47,673
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Added 35.17%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
46,383
shares
|
$2.03 Million
0.22% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
45,028
shares
|
$1.97 Million
0.38% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
43,198
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
42,669
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
41,636
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
39,317
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
39,209
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
39,187
shares
|
$1.72 Million
0.1% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
38,567
shares
|
$1.69 Million
0.15% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
37,359
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 41.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
36,452
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Added 339.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
36,240
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
35,968
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
35,791
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 59.64%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
34,728
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
33,150
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,888
shares
|
$1.4 Million
0.09% of portfolio
|
Q4 2023
Reduced 36.21%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Nov 12, 2025 Q3 2025 |
31,292
shares
|
$1.37 Million
0.47% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
31,285
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 25.65%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
30,068
shares
|
$1.32 Million
0.18% of portfolio
|
Q3 2025
Added 0.06%
|
|