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 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $587 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
11,011
shares
|
$473,473
0.29% of portfolio
|
Q4 2024
Added 32.87%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
10,889
shares
|
$468,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
10,732
shares
|
$461,476
0.09% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
10,690
shares
|
$459,670
0.04% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
10,565
shares
|
$454,295
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
9,667
shares
|
$415,681
0.03% of portfolio
|
Q3 2023
Added 4.93%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
9,632
shares
|
$414,176
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
9,539
shares
|
$410,177
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
9,455
shares
|
$406,565
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
9,365
shares
|
$402,695
0.0% of portfolio
|
Q4 2024
Added 23.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
9,268
shares
|
$398,524
0.01% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
9,204
shares
|
$395,772
0.31% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,845
shares
|
$380,335
0.0% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
8,479
shares
|
$364,597
0.1% of portfolio
|
Q4 2024
Added 171.85%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
8,453
shares
|
$363,479
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,307
shares
|
$357,201
0.01% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
8,132
shares
|
$349,676
0.0% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
8,025
shares
|
$345,075
0.03% of portfolio
|
Q4 2024
Reduced 26.54%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
7,714
shares
|
$331,702
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
7,669
shares
|
$329,767
0.01% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,628
shares
|
$328,004
0.0% of portfolio
|
Q4 2024
Reduced 26.42%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
7,576
shares
|
$325,768
0.07% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
7,119
shares
|
$306,117
0.14% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
6,872
shares
|
$295,496
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
6,789
shares
|
$291,927
0.01% of portfolio
|
Q4 2024
Reduced 21.57%
|