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 165 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $572 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,590
shares
|
$280,470
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,525
shares
|
$277,704
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
6,419
shares
|
$273,192
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
6,099
shares
|
$259,573
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
6,065
shares
|
$258,126
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
5,864
shares
|
$249,571
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,681
shares
|
$241,783
0.05% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
5,623
shares
|
$239,314
0.03% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
5,577
shares
|
$237,357
0.08% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
5,376
shares
|
$228,802
0.06% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
5,325
shares
|
$226,632
0.14% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
5,299
shares
|
$225,525
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
5,161
shares
|
$219,652
0.0% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5,147
shares
|
$219,056
0.09% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
5,144
shares
|
$218,928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
5,086
shares
|
$216,460
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,986
shares
|
$212,204
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,923
shares
|
$209,522
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,893
shares
|
$208,246
0.01% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
4,819
shares
|
$205,096
0.03% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
4,762
shares
|
$202,670
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
4,731
shares
|
$201,351
0.18% of portfolio
|
Q4 2024
Reduced 30.48%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,708
shares
|
$200,372
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,659
shares
|
$198,287
0.01% of portfolio
|
Q3 2024
Added 20.64%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
4,630
shares
|
$197,052
0.04% of portfolio
|
Q3 2024
New holding
|