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 182 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 $596 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
49,487
shares
|
$2.19 Million
0.15% of portfolio
|
Q3 2025
Added 28.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
46,548
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
46,383
shares
|
$2.05 Million
0.22% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
45,028
shares
|
$1.99 Million
0.38% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
43,763
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Added 32.39%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
42,080
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
41,079
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2025
Added 22.38%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
40,879
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
39,958
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
39,606
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
39,375
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Added 18.56%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
38,982
shares
|
$1.72 Million
0.1% of portfolio
|
Q2 2025
Added 17.16%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
38,233
shares
|
$1.69 Million
0.17% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
37,359
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Added 41.72%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
36,100
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
35,599
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
35,427
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 17.51%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,270
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
35,098
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
34,728
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
34,312
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 115.62%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,961
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 80.49%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,888
shares
|
$1.41 Million
0.09% of portfolio
|
Q4 2023
Reduced 36.21%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
30,068
shares
|
$1.33 Million
0.18% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
29,570
shares
|
$1.31 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.05%
|