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 |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
13,278
shares
|
$576,663
0.22% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
13,259
shares
|
$575,838
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,975
shares
|
$563,504
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
12,482
shares
|
$542,093
0.27% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
12,386
shares
|
$537,923
0.07% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Guardian Capital LP
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
11,700
shares
|
$508,131
0.02% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
11,547
shares
|
$501,486
0.46% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
11,432
shares
|
$496,491
0.08% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
11,290
shares
|
$490,324
0.01% of portfolio
|
Q2 2025
Reduced 87.94%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
10,954
shares
|
$475,732
0.01% of portfolio
|
Q2 2025
Added 17.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,639
shares
|
$462,051
0.01% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,600
shares
|
$460,358
0.0% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
10,083
shares
|
$437,904
0.08% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
9,755
shares
|
$423,659
0.02% of portfolio
|
Q2 2025
Added 41.64%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
9,727
shares
|
$422,443
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
9,667
shares
|
$419,837
0.03% of portfolio
|
Q3 2023
Added 4.93%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
9,610
shares
|
$417,362
0.16% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,598
shares
|
$416,841
0.0% of portfolio
|
Q2 2025
Added 20.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
9,523
shares
|
$413,583
0.01% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
9,521
shares
|
$413,497
0.01% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
9,464
shares
|
$411,021
0.05% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
9,463
shares
|
$410,978
0.11% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
8,845
shares
|
$384,138
0.0% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
8,835
shares
|
$383,704
0.02% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
8,828
shares
|
$383,400
0.0% of portfolio
|
Q2 2025
Added 46.91%
|