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 |
|---|---|---|---|---|---|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
29,570
shares
|
$1.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,456
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
25,720
shares
|
$1.13 Million
0.34% of portfolio
|
Q3 2025
Added 14.82%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
25,333
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 20.02%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
25,233
shares
|
$1.11 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
24,762
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
24,748
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 74.92%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
24,700
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.58%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
24,351
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2025
Added 59.24%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
23,728
shares
|
$1.04 Million
0.45% of portfolio
|
Q3 2025
Added 16.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
22,971
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 41.66%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
20,909
shares
|
$916,859
0.16% of portfolio
|
Q3 2025
Reduced 54.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
19,968
shares
|
$875,596
0.0% of portfolio
|
Q3 2025
Reduced 54.37%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
19,497
shares
|
$854,943
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
18,664
shares
|
$818,416
0.12% of portfolio
|
Q3 2025
Reduced 49.09%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
17,543
shares
|
$769,260
0.01% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
16,683
shares
|
$731,549
0.0% of portfolio
|
Q3 2025
Added 57.39%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
16,397
shares
|
$719,008
0.09% of portfolio
|
Q2 2025
Added 93.98%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,244
shares
|
$712,299
0.01% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
16,232
shares
|
$711,773
0.0% of portfolio
|
Q3 2025
Reduced 52.69%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,989
shares
|
$701,117
0.05% of portfolio
|
Q4 2023
Reduced 11.25%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
15,175
shares
|
$665,423
0.05% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
14,585
shares
|
$639,552
0.0% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
14,183
shares
|
$621,924
0.0% of portfolio
|
Q3 2025
Reduced 46.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13,844
shares
|
$607,059
0.01% of portfolio
|
Q3 2025
Added 30.13%
|
|