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 |
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5,147
shares
|
$224,151
0.09% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,105
shares
|
$222,322
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
5,105
shares
|
$222,322
0.0% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
4,992
shares
|
$217,401
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,922
shares
|
$214,353
0.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
4,897
shares
|
$213,264
0.16% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
4,818
shares
|
$209,823
0.11% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,680
shares
|
$203,814
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,431
shares
|
$192,970
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
4,399
shares
|
$191,576
0.1% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,105
shares
|
$178,772
0.0% of portfolio
|
Q2 2025
Added 193.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,697
shares
|
$161,004
0.01% of portfolio
|
Q1 2021
Reduced 95.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,694
shares
|
$160,873
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,855
shares
|
$124,335
0.0% of portfolio
|
Q1 2025
Added 1939.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,788
shares
|
$121,417
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,650
shares
|
$115,407
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,475
shares
|
$107,786
0.01% of portfolio
|
Q3 2022
Reduced 0.36%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
2,395
shares
|
$104,302
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,036
shares
|
$88,667
0.0% of portfolio
|
Q1 2025
Added 97.67%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,973
shares
|
$85,924
0.01% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,901
shares
|
$82,788
0.01% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,895
shares
|
$82,527
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,563
shares
|
$68,068
0.0% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,235
shares
|
$53,784
0.02% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,134
shares
|
$49,385
0.0% of portfolio
|
Q1 2025
Reduced 32.46%
|