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 |
|---|---|---|---|---|---|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Aug 06, 2024 Q2 2024 |
5,803
shares
|
$250,457
0.1% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
5,478
shares
|
$236,430
0.09% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
5,447
shares
|
$235,092
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Aug 12, 2024 Q2 2024 |
5,327
shares
|
$229,913
0.06% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 22, 2024 Q3 2024 |
5,265
shares
|
$227,237
0.15% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5,147
shares
|
$222,144
0.09% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
5,136
shares
|
$221,669
0.16% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
5,030
shares
|
$217,094
0.01% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,986
shares
|
$215,195
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
4,925
shares
|
$212,562
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
4,908
shares
|
$211,829
0.01% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,893
shares
|
$211,181
0.01% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
4,882
shares
|
$210,707
0.03% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
4,676
shares
|
$201,816
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,659
shares
|
$201,082
0.01% of portfolio
|
Q3 2024
Added 20.64%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
4,630
shares
|
$199,830
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
3,872
shares
|
$167,115
0.01% of portfolio
|
Q2 2024
Reduced 6.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,697
shares
|
$159,562
0.01% of portfolio
|
Q1 2021
Reduced 95.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,612
shares
|
$155,893
0.0% of portfolio
|
Q1 2024
Reduced 11.47%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,316
shares
|
$143,118
0.01% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2024 Q2 2024 |
3,119
shares
|
$134,616
0.04% of portfolio
|
Q2 2024
Added 5.76%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
2,654
shares
|
$114,546
0.0% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,475
shares
|
$106,820
0.01% of portfolio
|
Q3 2022
Reduced 0.36%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,360
shares
|
$101,857
0.01% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
2,131
shares
|
$91,973
0.01% of portfolio
|
Q2 2024
Added 25.57%
|