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 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $587 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,762
shares
|
$290,766
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,762
shares
|
$290,766
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
6,680
shares
|
$287,240
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,668
shares
|
$286,724
0.02% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
6,065
shares
|
$260,795
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
6,064
shares
|
$260,752
0.0% of portfolio
|
Q4 2024
Reduced 48.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,967
shares
|
$256,581
0.02% of portfolio
|
Q4 2024
Reduced 36.47%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
5,842
shares
|
$251,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
5,597
shares
|
$240,671
0.01% of portfolio
|
Q4 2024
Reduced 32.29%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
5,585
shares
|
$240,155
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
5,583
shares
|
$240,069
0.09% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
5,577
shares
|
$239,811
0.08% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,567
shares
|
$239,381
0.0% of portfolio
|
Q4 2024
Added 184.9%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
5,444
shares
|
$234,092
0.06% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
5,330
shares
|
$229,190
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
5,325
shares
|
$228,975
0.14% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
5,299
shares
|
$227,857
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
5,238
shares
|
$225,234
0.15% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5,147
shares
|
$221,321
0.09% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,133
shares
|
$220,719
0.01% of portfolio
|
Q4 2024
Reduced 32.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$215,000
0.0% of portfolio
|
Q4 2024
Reduced 38.88%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
4,819
shares
|
$207,217
0.03% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
4,762
shares
|
$204,766
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
4,731
shares
|
$203,433
0.18% of portfolio
|
Q4 2024
Reduced 30.48%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
4,666
shares
|
$200,638
0.03% of portfolio
|
Q4 2024
Added 0.78%
|