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 153 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $556 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
1,922
shares
|
$82,953
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
1,883
shares
|
$81,270
0.0% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,725
shares
|
$74,451
0.0% of portfolio
|
Q2 2024
Added 39.56%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,607
shares
|
$69,358
0.01% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,464
shares
|
$63,186
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
959
shares
|
$41,390
0.0% of portfolio
|
Q1 2024
Added 8.85%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
894
shares
|
$38,585
0.01% of portfolio
|
Q3 2024
Added 70.61%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
856
shares
|
$36,944
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
671
shares
|
$28,960
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
665
shares
|
$28,701
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
615
shares
|
$26,543
0.01% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
601
shares
|
$25,939
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
440
shares
|
$18,990
0.0% of portfolio
|
Q2 2024
Added 15.79%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
356
shares
|
$15,364
0.0% of portfolio
|
Q2 2024
Reduced 56.85%
|
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
320
shares
|
$13,811
0.0% of portfolio
|
Q2 2024
Reduced 62.4%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
293
shares
|
$12,645
0.0% of portfolio
|
Q2 2024
Reduced 92.68%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
236
shares
|
$10,185
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
232
shares
|
$10,013
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
210
shares
|
$9,063
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
186
shares
|
$8,027
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
161
shares
|
$6,948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
110
shares
|
$4,747
0.0% of portfolio
|
Q2 2023
Added 182.05%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
70
shares
|
$3,021
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
67
shares
|
$2,891
0.0% of portfolio
|
Q3 2024
Added 123.33%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
42
shares
|
$1,812
0.0% of portfolio
|
Q3 2024
New holding
|