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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,901
shares
|
$82,560
0.01% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,834
shares
|
$79,650
0.0% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,443
shares
|
$62,669
0.0% of portfolio
|
Q2 2025
Added 27.25%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,235
shares
|
$53,636
0.02% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
1,159
shares
|
$50,335
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,111
shares
|
$48,250
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
856
shares
|
$37,176
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
676
shares
|
$29,358
0.0% of portfolio
|
Q2 2025
Added 191.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
672
shares
|
$29,184
0.0% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
671
shares
|
$29,141
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
601
shares
|
$26,101
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
587
shares
|
$25,493
0.0% of portfolio
|
Q2 2025
Added 19.55%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
550
shares
|
$23,886
0.01% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
535
shares
|
$23,235
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
521
shares
|
$22,627
0.0% of portfolio
|
Q2 2025
Added 30.25%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
468
shares
|
$20,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
341
shares
|
$14,809
0.01% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
320
shares
|
$13,897
0.0% of portfolio
|
Q2 2024
Reduced 62.4%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
310
shares
|
$13,463
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
293
shares
|
$12,724
0.0% of portfolio
|
Q2 2024
Reduced 92.68%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
256
shares
|
$11,118
0.01% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
205
shares
|
$8,903
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
180
shares
|
$7,817
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
151
shares
|
$6,557
0.0% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
151
shares
|
$6,557
0.0% of portfolio
|
Q2 2025
Added 5.59%
|