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 172 institutions that hold shares in the stock, with a total of 13.7 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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
70,994
shares
|
$3.05 Million
0.04% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
70,133
shares
|
$3.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.46%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
70,062
shares
|
$3.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
48,453
shares
|
$2.08 Million
0.44% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
45,343
shares
|
$1.95 Million
0.36% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
40,963
shares
|
$1.76 Million
0.02% of portfolio
|
Q4 2024
Reduced 32.57%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
40,407
shares
|
$1.73 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
39,677
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
36,445
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.63%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
36,248
shares
|
$1.56 Million
0.02% of portfolio
|
Q4 2024
Added 89.61%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,549
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
34,689
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 32.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
32,940
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,888
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2023
Reduced 36.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
31,758
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
31,240
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
30,301
shares
|
$1.3 Million
0.21% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
28,343
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
28,023
shares
|
$1.2 Million
0.63% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
27,031
shares
|
$1.16 Million
0.46% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
26,683
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 34.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,456
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
24,762
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
24,729
shares
|
$1.06 Million
0.16% of portfolio
|
Q4 2024
Reduced 26.39%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
23,872
shares
|
$1.02 Million
0.09% of portfolio
|
Q1 2025
Added 645.3%
|