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 173 institutions that hold shares in the stock, with a total of 13.7 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 |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
7,119
shares
|
$304,194
0.14% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
7,014
shares
|
$299,708
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,887
shares
|
$294,281
0.01% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
6,872
shares
|
$293,640
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
6,789
shares
|
$290,093
0.01% of portfolio
|
Q4 2024
Reduced 21.57%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,762
shares
|
$288,940
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,762
shares
|
$288,940
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
6,680
shares
|
$285,436
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,668
shares
|
$284,923
0.02% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
6,065
shares
|
$259,157
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
6,064
shares
|
$259,114
0.0% of portfolio
|
Q4 2024
Reduced 48.67%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
6,009
shares
|
$256,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,967
shares
|
$254,969
0.02% of portfolio
|
Q4 2024
Reduced 36.47%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
5,842
shares
|
$249,628
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
5,597
shares
|
$239,159
0.01% of portfolio
|
Q4 2024
Reduced 32.29%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
5,585
shares
|
$238,647
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
5,583
shares
|
$238,561
0.09% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
5,577
shares
|
$238,305
0.08% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,567
shares
|
$237,877
0.0% of portfolio
|
Q4 2024
Added 184.9%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
5,478
shares
|
$234,074
0.06% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
5,325
shares
|
$227,537
0.14% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
5,299
shares
|
$226,426
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
5,238
shares
|
$223,819
0.15% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5,147
shares
|
$219,931
0.09% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,133
shares
|
$219,333
0.01% of portfolio
|
Q4 2024
Reduced 32.22%
|