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 162 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 $577 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
|
$213 Million
0.0% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,830,042
shares
|
$78.3 Million
0.03% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
661,851
shares
|
$28.3 Million
0.1% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
505,598
shares
|
$21.6 Million
0.81% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Impac Tfolio, LLC
|
Oct 01, 2024 Q3 2024 |
408,570
shares
|
$17.5 Million
9.36% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
382,680
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2024
Added 21.49%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
366,103
shares
|
$15.7 Million
6.06% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
365,655
shares
|
$15.7 Million
0.0% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
239,119
shares
|
$10.2 Million
4.16% of portfolio
|
Q3 2024
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
225,326
shares
|
$9.65 Million
7.83% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
189,573
shares
|
$8.12 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
186,601
shares
|
$7.99 Million
0.05% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
179,896
shares
|
$7.7 Million
0.01% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
174,691
shares
|
$7.48 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
150,089
shares
|
$6.43 Million
0.14% of portfolio
|
Q2 2024
Added 13.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
142,557
shares
|
$6.1 Million
0.01% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
138,442
shares
|
$5.93 Million
0.23% of portfolio
|
Q3 2024
Added 16.93%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
132,002
shares
|
$5.65 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
106,307
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
99,817
shares
|
$4.27 Million
0.48% of portfolio
|
Q4 2023
Added 18.83%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
95,768
shares
|
$4.1 Million
0.05% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
94,084
shares
|
$4.03 Million
0.02% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
79,316
shares
|
$3.4 Million
0.1% of portfolio
|
Q3 2024
Added 21.34%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
74,749
shares
|
$3.2 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
60,750
shares
|
$2.6 Million
0.03% of portfolio
|
Q3 2024
Added 2.57%
|