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 |
|---|---|---|---|---|---|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
30,050
shares
|
$1.31 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
29,885
shares
|
$1.3 Million
0.22% of portfolio
|
Q1 2025
Added 36.52%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
28,793
shares
|
$1.25 Million
0.46% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,456
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
26,362
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
26,277
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
25,365
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2025
Added 24.55%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
24,762
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
22,483
shares
|
$976,436
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
22,401
shares
|
$972,875
0.32% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
21,107
shares
|
$916,677
0.0% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
20,843
shares
|
$905,211
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
20,508
shares
|
$890,662
0.24% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
20,410
shares
|
$886,406
0.44% of portfolio
|
Q2 2025
Reduced 27.17%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
19,537
shares
|
$848,491
0.01% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
16,397
shares
|
$712,121
0.09% of portfolio
|
Q2 2025
Added 93.98%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,244
shares
|
$705,476
0.01% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,989
shares
|
$694,402
0.05% of portfolio
|
Q4 2023
Reduced 11.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
15,978
shares
|
$693,924
0.01% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
15,864
shares
|
$688,973
0.01% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
15,702
shares
|
$681,937
0.05% of portfolio
|
Q2 2025
Added 20.81%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
15,671
shares
|
$680,591
0.28% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
15,292
shares
|
$664,131
0.06% of portfolio
|
Q2 2025
Added 103.27%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
13,574
shares
|
$589,518
0.01% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
13,536
shares
|
$587,868
0.14% of portfolio
|
Q1 2024
New holding
|