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 153 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $556 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
9,665
shares
|
$417,141
0.02% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
9,520
shares
|
$410,883
0.0% of portfolio
|
Q2 2024
Reduced 78.64%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
9,500
shares
|
$410,019
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
9,359
shares
|
$403,934
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
9,342
shares
|
$403,200
0.0% of portfolio
|
Q2 2024
Added 13.32%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
8,725
shares
|
$376,570
0.08% of portfolio
|
Q2 2024
Reduced 7.45%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,656
shares
|
$373,592
0.02% of portfolio
|
Q3 2024
Added 21.35%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
8,474
shares
|
$365,737
0.03% of portfolio
|
Q2 2024
Added 1.95%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
8,453
shares
|
$364,831
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
8,256
shares
|
$356,328
0.0% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
8,193
shares
|
$353,609
0.01% of portfolio
|
Q2 2024
Reduced 46.27%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
7,732
shares
|
$333,713
0.02% of portfolio
|
Q2 2024
Added 8.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
7,620
shares
|
$328,879
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
7,573
shares
|
$326,850
0.02% of portfolio
|
Q3 2024
Reduced 29.0%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
7,152
shares
|
$308,680
0.07% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Tcwp LLC
Tampa, FL |
Aug 13, 2024 Q2 2024 |
7,133
shares
|
$307,860
0.75% of portfolio
|
Q2 2024
Added 4.22%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
6,821
shares
|
$294,394
0.0% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
6,762
shares
|
$291,847
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,762
shares
|
$291,847
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
6,552
shares
|
$282,784
0.01% of portfolio
|
Q1 2024
Added 1131.58%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
6,551
shares
|
$282,741
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
6,509
shares
|
$280,928
0.04% of portfolio
|
Q2 2024
Added 2.81%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
6,363
shares
|
$274,627
0.01% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
6,073
shares
|
$262,110
0.02% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
5,883
shares
|
$253,910
0.02% of portfolio
|
Q2 2024
Reduced 47.37%
|