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 |
|---|---|---|---|---|---|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
5,406
shares
|
$234,782
0.11% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
5,150
shares
|
$223,664
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5,147
shares
|
$223,534
0.09% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,105
shares
|
$221,710
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
5,031
shares
|
$218,496
0.14% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
4,992
shares
|
$216,802
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,922
shares
|
$213,762
0.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
4,897
shares
|
$212,676
0.16% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
4,818
shares
|
$209,245
0.11% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,813
shares
|
$209,028
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,804
shares
|
$208,637
0.01% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,431
shares
|
$192,438
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
4,399
shares
|
$191,048
0.1% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,105
shares
|
$178,280
0.0% of portfolio
|
Q2 2025
Added 193.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,717
shares
|
$161,429
0.0% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,697
shares
|
$160,560
0.01% of portfolio
|
Q1 2021
Reduced 95.37%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,855
shares
|
$123,992
0.0% of portfolio
|
Q1 2025
Added 1939.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,788
shares
|
$121,082
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,680
shares
|
$116,392
0.0% of portfolio
|
Q2 2025
Added 31.63%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,650
shares
|
$115,089
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,634
shares
|
$114,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,475
shares
|
$107,489
0.01% of portfolio
|
Q3 2022
Reduced 0.36%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
2,395
shares
|
$104,014
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,984
shares
|
$86,165
0.0% of portfolio
|
Q2 2025
Added 26.94%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,973
shares
|
$85,687
0.01% of portfolio
|
Q2 2025
Reduced 18.84%
|