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 182 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 $596 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
7,617
shares
|
$337,052
0.13% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,363
shares
|
$325,812
0.02% of portfolio
|
Q2 2025
Added 25.09%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
7,301
shares
|
$323,069
0.02% of portfolio
|
Q2 2025
Added 15.16%
|
|
|
Brewster Financial Planning LLC
|
Oct 08, 2025 Q3 2025 |
6,999
shares
|
$309,705
0.19% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
6,999
shares
|
$309,705
0.07% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
6,942
shares
|
$307,183
0.14% of portfolio
|
Q2 2025
Added 29.85%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
6,925
shares
|
$306,431
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,872
shares
|
$304,086
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
6,812
shares
|
$301,431
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
6,762
shares
|
$299,218
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,762
shares
|
$299,218
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
6,684
shares
|
$295,767
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
6,309
shares
|
$279,173
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
6,270
shares
|
$277,447
0.01% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
6,248
shares
|
$276,474
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,189
shares
|
$273,863
0.01% of portfolio
|
Q3 2025
Reduced 29.95%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
5,840
shares
|
$258,420
0.11% of portfolio
|
Q3 2025
Added 21.21%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,832
shares
|
$258,066
0.0% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
5,806
shares
|
$256,915
0.22% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,531
shares
|
$244,746
0.07% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
5,406
shares
|
$239,215
0.11% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
5,176
shares
|
$229,038
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
5,150
shares
|
$227,887
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5,147
shares
|
$227,754
0.09% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,105
shares
|
$225,896
0.0% of portfolio
|
Q1 2025
New holding
|