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 183 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 $587 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
56,095
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2024
Added 235.48%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
50,625
shares
|
$2.2 Million
0.88% of portfolio
|
Q1 2025
Reduced 72.67%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
46,163
shares
|
$2.01 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
45,690
shares
|
$1.99 Million
0.36% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
44,737
shares
|
$1.95 Million
0.39% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
43,763
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
Added 32.39%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
43,474
shares
|
$1.89 Million
0.06% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
42,822
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Added 60.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
42,502
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
42,445
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Added 748.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
39,958
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
38,211
shares
|
$1.66 Million
0.19% of portfolio
|
Q1 2025
Added 139.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
37,989
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
37,227
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 19.16%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
36,664
shares
|
$1.6 Million
0.24% of portfolio
|
Q2 2025
Added 33.57%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
35,589
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
34,312
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 115.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
33,566
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
33,273
shares
|
$1.45 Million
0.09% of portfolio
|
Q1 2025
Added 68.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
33,211
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,888
shares
|
$1.39 Million
0.09% of portfolio
|
Q4 2023
Reduced 36.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
31,174
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
30,148
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 33.38%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
30,050
shares
|
$1.31 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
29,885
shares
|
$1.3 Million
0.22% of portfolio
|
Q1 2025
Added 36.52%
|