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 182 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 $596 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
5,031
shares
|
$222,621
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
|
$220,896
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,922
shares
|
$217,798
0.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
4,897
shares
|
$216,692
0.16% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,813
shares
|
$212,975
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,804
shares
|
$212,577
0.01% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
4,709
shares
|
$208,373
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,431
shares
|
$196,071
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
4,399
shares
|
$194,655
0.1% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,105
shares
|
$181,646
0.0% of portfolio
|
Q2 2025
Added 193.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,717
shares
|
$164,477
0.0% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,697
shares
|
$163,592
0.01% of portfolio
|
Q1 2021
Reduced 95.37%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,855
shares
|
$126,333
0.0% of portfolio
|
Q1 2025
Added 1939.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,788
shares
|
$123,369
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,680
shares
|
$118,590
0.0% of portfolio
|
Q2 2025
Added 31.63%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,650
shares
|
$117,262
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,634
shares
|
$116,554
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
2,486
shares
|
$110,005
0.01% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,475
shares
|
$109,518
0.01% of portfolio
|
Q3 2022
Reduced 0.36%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,984
shares
|
$87,792
0.0% of portfolio
|
Q2 2025
Added 26.94%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,973
shares
|
$87,305
0.01% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,901
shares
|
$84,119
0.01% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,834
shares
|
$81,154
0.0% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,443
shares
|
$63,852
0.0% of portfolio
|
Q2 2025
Added 27.25%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,235
shares
|
$54,648
0.02% of portfolio
|
Q2 2025
Reduced 18.16%
|