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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,671
shares
|
$376,581
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
8,469
shares
|
$367,808
0.01% of portfolio
|
Q2 2025
Added 30.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
8,301
shares
|
$360,512
0.0% of portfolio
|
Q2 2025
Reduced 80.44%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,089
shares
|
$351,305
0.16% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
7,787
shares
|
$338,189
0.0% of portfolio
|
Q2 2025
Added 52.54%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
7,702
shares
|
$334,497
0.07% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
7,550
shares
|
$327,896
0.01% of portfolio
|
Q2 2025
Added 25.52%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
7,403
shares
|
$321,512
0.03% of portfolio
|
Q2 2025
Added 33.94%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,363
shares
|
$319,775
0.02% of portfolio
|
Q2 2025
Added 25.09%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
7,361
shares
|
$319,688
0.13% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
7,301
shares
|
$317,082
0.02% of portfolio
|
Q2 2025
Added 15.16%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
6,999
shares
|
$303,966
0.07% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
6,942
shares
|
$301,491
0.14% of portfolio
|
Q2 2025
Added 29.85%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
6,925
shares
|
$300,752
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,872
shares
|
$298,450
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
6,857
shares
|
$297,799
0.2% of portfolio
|
Q2 2025
Added 43.99%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,762
shares
|
$293,673
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
6,762
shares
|
$293,673
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
6,684
shares
|
$290,286
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
6,309
shares
|
$273,999
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
6,270
shares
|
$272,306
0.01% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
6,248
shares
|
$271,350
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,832
shares
|
$253,283
0.0% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
5,778
shares
|
$250,938
0.24% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,531
shares
|
$240,211
0.07% of portfolio
|
Q2 2025
Added 0.97%
|