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 |
|---|---|---|---|---|---|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
7,617
shares
|
$334,005
0.13% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,273
shares
|
$318,921
0.01% of portfolio
|
Q3 2025
Added 51.39%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
7,266
shares
|
$318,614
0.07% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
7,116
shares
|
$312,036
0.01% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Brewster Financial Planning LLC
|
Oct 08, 2025 Q3 2025 |
6,999
shares
|
$306,906
0.19% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,872
shares
|
$301,337
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
6,812
shares
|
$298,706
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,762
shares
|
$296,513
0.0% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,762
shares
|
$296,513
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
6,762
shares
|
$296,513
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
6,339
shares
|
$277,965
0.09% of portfolio
|
Q3 2025
Added 413.28%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,295
shares
|
$276,035
0.01% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,189
shares
|
$271,387
0.01% of portfolio
|
Q3 2025
Reduced 29.95%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
6,144
shares
|
$269,414
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
5,840
shares
|
$256,084
0.11% of portfolio
|
Q3 2025
Added 21.21%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
5,806
shares
|
$254,593
0.22% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
5,660
shares
|
$248,191
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
5,575
shares
|
$244,463
0.0% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
5,477
shares
|
$240,166
0.11% of portfolio
|
Q3 2025
Added 24.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,404
shares
|
$236,965
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
5,226
shares
|
$229,160
0.1% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
5,176
shares
|
$226,967
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
5,150
shares
|
$225,827
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5,147
shares
|
$225,695
0.09% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,105
shares
|
$223,854
0.0% of portfolio
|
Q1 2025
New holding
|
|