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 |
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
8,469
shares
|
$368,824
0.01% of portfolio
|
Q2 2025
Added 30.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
8,120
shares
|
$353,626
0.0% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,957
shares
|
$346,527
0.0% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
7,702
shares
|
$335,422
0.07% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
7,550
shares
|
$328,802
0.01% of portfolio
|
Q2 2025
Added 25.52%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
7,403
shares
|
$322,400
0.03% of portfolio
|
Q2 2025
Added 33.94%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
7,361
shares
|
$320,571
0.13% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
7,301
shares
|
$317,958
0.02% of portfolio
|
Q2 2025
Added 15.16%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
6,999
shares
|
$304,806
0.07% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
6,940
shares
|
$302,237
0.15% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
6,922
shares
|
$301,453
0.0% of portfolio
|
Q1 2025
Reduced 26.09%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,872
shares
|
$299,275
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
6,857
shares
|
$298,622
0.2% of portfolio
|
Q2 2025
Added 43.99%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
6,762
shares
|
$294,485
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,762
shares
|
$294,485
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
6,270
shares
|
$273,058
0.01% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,886
shares
|
$256,335
0.02% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
5,778
shares
|
$251,631
0.24% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
5,619
shares
|
$244,707
0.09% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,531
shares
|
$240,875
0.07% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
5,509
shares
|
$239,916
0.12% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
5,397
shares
|
$235,039
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
5,346
shares
|
$232,818
0.12% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,172
shares
|
$225,240
0.0% of portfolio
|
Q1 2025
Reduced 75.35%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
5,152
shares
|
$224,369
0.16% of portfolio
|
Q1 2025
Reduced 1.64%
|