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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
525
shares
|
$23,021
0.0% of portfolio
|
Q3 2025
Reduced 73.39%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
463
shares
|
$20,302
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
416
shares
|
$18,241
0.0% of portfolio
|
Q3 2025
Reduced 20.15%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
341
shares
|
$14,952
0.01% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
310
shares
|
$13,593
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
300
shares
|
$13,155
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
293
shares
|
$12,848
0.0% of portfolio
|
Q2 2024
Reduced 92.68%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
256
shares
|
$11,225
0.01% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
153
shares
|
$6,709
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
128
shares
|
$5,612
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
105
shares
|
$4,604
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
70
shares
|
$3,069
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
68
shares
|
$2,981
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
66
shares
|
$2,894
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
60
shares
|
$2,631
0.0% of portfolio
|
Q3 2025
Reduced 89.78%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
44
shares
|
$1,929
0.0% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
39
shares
|
$1,710
0.0% of portfolio
|
Q3 2025
Reduced 62.5%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
36
shares
|
$1,578
0.0% of portfolio
|
Q4 2024
Reduced 95.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
28
shares
|
$1,227
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
24
shares
|
$1,052
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
22
shares
|
$964
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
6
shares
|
$263
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|