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 162 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 $577 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
56,490
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
54,055
shares
|
$2.31 Million
0.45% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
51,041
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
48,816
shares
|
$2.09 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
47,105
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
43,076
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
42,712
shares
|
$1.83 Million
0.06% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
42,307
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
39,311
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2024
Added 20.52%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
35,549
shares
|
$1.52 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,471
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
33,595
shares
|
$1.44 Million
0.22% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
32,093
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.92%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,888
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2023
Reduced 36.21%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
29,351
shares
|
$1.26 Million
0.21% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
28,496
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 30.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
27,988
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
27,945
shares
|
$1.2 Million
0.66% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,456
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
24,762
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
22,568
shares
|
$966,136
0.36% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
22,188
shares
|
$949,868
0.48% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
21,929
shares
|
$938,780
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
21,736
shares
|
$930,518
0.0% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
21,646
shares
|
$926,665
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|