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 185 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 $588 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,975,806
shares
|
$216 Million
0.0% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,596,618
shares
|
$69.3 Million
0.02% of portfolio
|
Q2 2025
Added 24.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
617,316
shares
|
$26.8 Million
0.01% of portfolio
|
Q2 2025
Added 29.6%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
566,243
shares
|
$24.6 Million
0.83% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Impac Tfolio, LLC
|
Jul 10, 2025 Q2 2025 |
478,924
shares
|
$20.8 Million
9.89% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
387,181
shares
|
$16.8 Million
0.0% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
369,911
shares
|
$16.1 Million
4.5% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
365,377
shares
|
$15.9 Million
0.07% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
257,558
shares
|
$11.2 Million
0.01% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
257,195
shares
|
$11.2 Million
0.01% of portfolio
|
Q2 2025
Added 16.07%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
225,155
shares
|
$9.78 Million
0.05% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
155,915
shares
|
$6.77 Million
0.14% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
147,271
shares
|
$6.4 Million
0.01% of portfolio
|
Q2 2025
Added 31.59%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
141,702
shares
|
$6.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
104,719
shares
|
$4.55 Million
0.68% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
102,017
shares
|
$4.43 Million
1.2% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
99,817
shares
|
$4.34 Million
0.48% of portfolio
|
Q4 2023
Added 18.83%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
98,692
shares
|
$4.29 Million
0.04% of portfolio
|
Q2 2025
Added 39.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
88,685
shares
|
$3.85 Million
0.01% of portfolio
|
Q2 2025
Added 25.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
88,496
shares
|
$3.84 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
72,478
shares
|
$3.15 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
68,912
shares
|
$2.99 Million
1.74% of portfolio
|
Q2 2025
Added 47425.52%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
67,206
shares
|
$2.92 Million
2.3% of portfolio
|
Q2 2025
Reduced 68.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
64,475
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
63,271
shares
|
$2.75 Million
0.18% of portfolio
|
Q2 2025
Reduced 15.36%
|