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 |
|---|---|---|---|---|---|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
28,793
shares
|
$1.27 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
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
26,277
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
25,720
shares
|
$1.14 Million
0.34% of portfolio
|
Q3 2025
Added 14.82%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
25,365
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2025
Added 24.55%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
24,762
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
24,748
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 74.92%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
22,483
shares
|
$994,872
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
21,107
shares
|
$933,984
0.0% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
20,909
shares
|
$925,223
0.16% of portfolio
|
Q3 2025
Reduced 54.24%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
20,410
shares
|
$903,142
0.44% of portfolio
|
Q2 2025
Reduced 27.17%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
19,537
shares
|
$864,512
0.01% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
18,664
shares
|
$825,882
0.12% of portfolio
|
Q3 2025
Reduced 49.09%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
17,543
shares
|
$776,277
0.01% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
16,397
shares
|
$725,567
0.09% of portfolio
|
Q2 2025
Added 93.98%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,244
shares
|
$718,797
0.01% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,989
shares
|
$707,513
0.05% of portfolio
|
Q4 2023
Reduced 11.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
15,978
shares
|
$707,026
0.01% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
15,702
shares
|
$694,813
0.05% of portfolio
|
Q2 2025
Added 20.81%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
15,671
shares
|
$693,441
0.28% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
15,292
shares
|
$676,671
0.06% of portfolio
|
Q2 2025
Added 103.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13,844
shares
|
$612,597
0.01% of portfolio
|
Q3 2025
Added 30.13%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
13,574
shares
|
$600,649
0.01% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
13,536
shares
|
$598,968
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
13,278
shares
|
$587,551
0.22% of portfolio
|
Q2 2025
Added 2.19%
|