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 |
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
28,793
shares
|
$1.25 Million
0.46% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
28,023
shares
|
$1.22 Million
0.66% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,456
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
26,277
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
25,404
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
25,365
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2025
Added 24.55%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
24,762
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
23,872
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Added 645.3%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
22,401
shares
|
$975,563
0.32% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
21,854
shares
|
$951,741
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
20,843
shares
|
$907,712
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
20,508
shares
|
$893,123
0.24% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
17,917
shares
|
$780,285
0.01% of portfolio
|
Q1 2025
Added 69.59%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
17,008
shares
|
$740,698
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
16,397
shares
|
$714,089
0.09% of portfolio
|
Q2 2025
Added 93.98%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,989
shares
|
$696,320
0.05% of portfolio
|
Q4 2023
Reduced 11.25%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
15,864
shares
|
$690,877
0.01% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
15,551
shares
|
$677,246
0.01% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
15,415
shares
|
$671,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
15,292
shares
|
$665,966
0.06% of portfolio
|
Q2 2025
Added 103.27%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
14,476
shares
|
$630,429
0.28% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
13,771
shares
|
$599,727
0.01% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
13,574
shares
|
$591,147
0.01% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
13,536
shares
|
$589,492
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
12,997
shares
|
$566,019
0.05% of portfolio
|
Q1 2025
Added 12.82%
|