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 176 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $598 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
|
Apr 29, 2025 Q1 2025 |
1,284,730
shares
|
$55.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
877,100
shares
|
$38.1 Million
0.25% of portfolio
|
Q4 2024
Added 6371.15%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
543,320
shares
|
$23.6 Million
0.85% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Impac Tfolio, LLC
|
Apr 25, 2025 Q1 2025 |
462,133
shares
|
$20.1 Million
10.52% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
427,505
shares
|
$18.5 Million
0.01% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
373,926
shares
|
$16.2 Million
4.53% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
347,847
shares
|
$15.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
339,288
shares
|
$14.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 25.34%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
230,132
shares
|
$9.99 Million
7.74% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
219,639
shares
|
$9.53 Million
0.05% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
200,281
shares
|
$8.69 Million
0.01% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
189,573
shares
|
$8.23 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
185,256
shares
|
$8.04 Million
3.06% of portfolio
|
Q4 2024
Reduced 22.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
174,629
shares
|
$7.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
157,035
shares
|
$6.81 Million
0.0% of portfolio
|
Q4 2024
Added 3089.82%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
152,897
shares
|
$6.63 Million
0.13% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
111,919
shares
|
$4.86 Million
0.01% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
105,239
shares
|
$4.57 Million
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
100,835
shares
|
$4.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
99,817
shares
|
$4.33 Million
0.48% of portfolio
|
Q4 2023
Added 18.83%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
96,398
shares
|
$4.18 Million
0.0% of portfolio
|
Q4 2024
Added 70.65%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
95,484
shares
|
$4.14 Million
0.64% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
89,339
shares
|
$3.88 Million
0.1% of portfolio
|
Q1 2025
Added 27.51%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
81,874
shares
|
$3.55 Million
0.12% of portfolio
|
Q4 2024
Reduced 40.86%
|