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 173 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $586 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,975,806
shares
|
$213 Million
0.0% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,293,910
shares
|
$55.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.3%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
877,100
shares
|
$37.5 Million
0.25% of portfolio
|
Q4 2024
Added 6371.15%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
535,241
shares
|
$22.9 Million
0.82% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
454,452
shares
|
$19.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 31.34%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
430,297
shares
|
$18.4 Million
9.49% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
427,505
shares
|
$18.3 Million
0.01% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
373,926
shares
|
$16 Million
4.53% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
347,847
shares
|
$14.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
230,132
shares
|
$9.84 Million
7.74% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
208,252
shares
|
$8.9 Million
0.05% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
200,281
shares
|
$8.56 Million
0.01% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
189,573
shares
|
$8.1 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
185,256
shares
|
$7.92 Million
3.06% of portfolio
|
Q4 2024
Reduced 22.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
174,629
shares
|
$7.46 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
157,035
shares
|
$6.71 Million
0.0% of portfolio
|
Q4 2024
Added 3089.82%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
152,897
shares
|
$6.53 Million
0.13% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
107,034
shares
|
$4.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.92%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
103,659
shares
|
$4.43 Million
0.67% of portfolio
|
Q4 2024
Reduced 21.47%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
100,835
shares
|
$4.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
99,817
shares
|
$4.27 Million
0.48% of portfolio
|
Q4 2023
Added 18.83%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
96,398
shares
|
$4.12 Million
0.0% of portfolio
|
Q4 2024
Added 70.65%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
81,874
shares
|
$3.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 40.86%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
74,749
shares
|
$3.19 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
70,133
shares
|
$3 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.46%
|