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 183 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $552 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
|
$212 Million
0.0% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,284,730
shares
|
$54.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
543,320
shares
|
$23.1 Million
0.85% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
476,314
shares
|
$20.3 Million
0.01% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Impac Tfolio, LLC
|
Apr 25, 2025 Q1 2025 |
462,133
shares
|
$19.7 Million
10.52% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
387,181
shares
|
$16.5 Million
0.0% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
369,911
shares
|
$15.7 Million
4.5% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
339,288
shares
|
$14.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 25.34%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
254,194
shares
|
$10.8 Million
0.01% of portfolio
|
Q1 2025
Added 34.09%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
219,639
shares
|
$9.35 Million
0.05% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
211,135
shares
|
$8.99 Million
7.29% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
207,217
shares
|
$8.82 Million
0.0% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
163,855
shares
|
$6.97 Million
0.0% of portfolio
|
Q1 2025
Added 69.98%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
155,915
shares
|
$6.64 Million
0.14% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
146,234
shares
|
$6.22 Million
0.0% of portfolio
|
Q1 2025
Added 2526.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
111,919
shares
|
$4.76 Million
0.01% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
105,239
shares
|
$4.48 Million
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
99,817
shares
|
$4.25 Million
0.48% of portfolio
|
Q4 2023
Added 18.83%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
95,484
shares
|
$4.06 Million
0.64% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
93,590
shares
|
$3.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
89,339
shares
|
$3.8 Million
0.1% of portfolio
|
Q1 2025
Added 27.51%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
82,389
shares
|
$3.51 Million
0.15% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
74,749
shares
|
$3.18 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
70,994
shares
|
$3.02 Million
0.04% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
70,815
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Added 0.97%
|