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 |
|---|---|---|---|---|---|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
13,536
shares
|
$593,553
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
13,368
shares
|
$586,186
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
13,288
shares
|
$582,678
0.2% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
13,183
shares
|
$578,074
0.01% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
12,841
shares
|
$563,077
0.09% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
12,822
shares
|
$562,244
0.07% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
12,700
shares
|
$556,895
0.02% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,955
shares
|
$524,226
0.0% of portfolio
|
Q3 2025
Reduced 25.18%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
11,604
shares
|
$508,835
0.43% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
11,493
shares
|
$503,968
0.2% of portfolio
|
Q3 2025
Reduced 26.66%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
10,290
shares
|
$451,216
0.11% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
9,904
shares
|
$434,290
0.0% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
9,866
shares
|
$432,624
0.16% of portfolio
|
Q3 2025
Added 57.91%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
9,771
shares
|
$428,458
0.07% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
9,727
shares
|
$426,528
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
9,667
shares
|
$423,897
0.03% of portfolio
|
Q3 2023
Added 4.93%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,598
shares
|
$420,872
0.0% of portfolio
|
Q2 2025
Added 20.62%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,521
shares
|
$417,495
0.01% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
9,432
shares
|
$413,593
0.05% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
9,326
shares
|
$408,945
0.01% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
9,066
shares
|
$397,544
0.01% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,845
shares
|
$387,853
0.0% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
8,502
shares
|
$372,812
0.01% of portfolio
|
Q3 2025
Reduced 12.84%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
8,446
shares
|
$370,357
0.16% of portfolio
|
Q3 2025
Reduced 32.33%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,089
shares
|
$354,702
0.16% of portfolio
|
Q2 2025
Added 16.56%
|
|