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 |
|---|---|---|---|---|---|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
5,076
shares
|
$222,582
0.14% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
5,067
shares
|
$222,187
0.04% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
4,923
shares
|
$215,873
0.15% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4,922
shares
|
$215,829
0.0% of portfolio
|
Q3 2025
Added 241.09%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
4,852
shares
|
$212,760
0.1% of portfolio
|
Q3 2025
Reduced 30.11%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
4,709
shares
|
$206,489
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4,451
shares
|
$195,176
0.03% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,105
shares
|
$180,004
0.0% of portfolio
|
Q2 2025
Added 193.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,717
shares
|
$162,990
0.0% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,697
shares
|
$162,113
0.01% of portfolio
|
Q1 2021
Reduced 95.37%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,855
shares
|
$125,191
0.0% of portfolio
|
Q1 2025
Added 1939.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,798
shares
|
$122,692
0.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,650
shares
|
$116,202
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,634
shares
|
$115,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
2,486
shares
|
$109,011
0.01% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,475
shares
|
$108,528
0.01% of portfolio
|
Q3 2022
Reduced 0.36%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,838
shares
|
$80,596
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,371
shares
|
$60,118
0.0% of portfolio
|
Q3 2025
Reduced 48.84%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,347
shares
|
$59,065
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,258
shares
|
$55,163
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
1,170
shares
|
$51,304
0.03% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
856
shares
|
$37,535
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
671
shares
|
$29,423
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
601
shares
|
$26,353
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
535
shares
|
$23,459
0.01% of portfolio
|
Q1 2025
New holding
|
|