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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
22,603
shares
|
$969,668
0.0% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,580
shares
|
$968,682
0.04% of portfolio
|
Q4 2024
Added 40.32%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
22,515
shares
|
$965,893
0.46% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
22,292
shares
|
$956,326
0.0% of portfolio
|
Q4 2024
Reduced 21.77%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
22,026
shares
|
$944,915
0.0% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
21,891
shares
|
$939,123
0.15% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
20,980
shares
|
$900,042
0.01% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
20,407
shares
|
$875,460
0.2% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
20,365
shares
|
$873,658
0.11% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
20,276
shares
|
$869,840
0.32% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
19,743
shares
|
$846,974
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
17,425
shares
|
$747,532
0.01% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
17,008
shares
|
$729,643
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,989
shares
|
$685,928
0.05% of portfolio
|
Q4 2023
Reduced 11.25%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
15,929
shares
|
$683,354
0.08% of portfolio
|
Q4 2024
Added 26.91%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
15,913
shares
|
$682,667
0.0% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
15,415
shares
|
$661,303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
15,291
shares
|
$655,983
0.01% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
14,212
shares
|
$609,694
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
13,536
shares
|
$580,694
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
13,354
shares
|
$572,886
0.01% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
12,835
shares
|
$550,621
0.01% of portfolio
|
Q4 2024
Reduced 26.95%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
12,407
shares
|
$532,260
0.08% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
12,224
shares
|
$524,409
0.17% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
11,971
shares
|
$513,555
0.03% of portfolio
|
Q4 2024
Reduced 26.85%
|