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 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $552 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
8,501
shares
|
$372,768
0.0% of portfolio
|
Q3 2025
Reduced 24.89%
|
|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
8,482
shares
|
$371,935
0.13% of portfolio
|
Q4 2025
Added 11.36%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
8,446
shares
|
$370,357
0.16% of portfolio
|
Q3 2025
Reduced 32.33%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,089
shares
|
$354,702
0.16% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
7,896
shares
|
$346,239
0.01% of portfolio
|
Q4 2025
Reduced 18.82%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 23, 2026 Q4 2025 |
7,756
shares
|
$340,100
0.15% of portfolio
|
Q4 2025
Added 41.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,273
shares
|
$318,921
0.01% of portfolio
|
Q3 2025
Added 51.39%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
7,266
shares
|
$318,614
0.07% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Brewster Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
7,233
shares
|
$317,167
0.2% of portfolio
|
Q4 2025
Added 3.34%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
6,909
shares
|
$302,959
0.01% of portfolio
|
Q4 2025
Reduced 2.91%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,872
shares
|
$301,337
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
6,812
shares
|
$298,706
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
6,762
shares
|
$296,513
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,762
shares
|
$296,513
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,762
shares
|
$296,513
0.0% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
6,339
shares
|
$277,965
0.09% of portfolio
|
Q3 2025
Added 413.28%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,295
shares
|
$276,035
0.01% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
6,144
shares
|
$269,414
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
5,660
shares
|
$248,191
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
5,575
shares
|
$244,463
0.0% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,404
shares
|
$236,965
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
5,226
shares
|
$229,160
0.1% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
5,150
shares
|
$225,827
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5,147
shares
|
$225,695
0.09% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,105
shares
|
$223,854
0.0% of portfolio
|
Q1 2025
New holding
|
|