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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
56,095
shares
|
$2.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 67.88%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
50,625
shares
|
$2.15 Million
0.88% of portfolio
|
Q1 2025
Reduced 72.67%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
48,453
shares
|
$2.06 Million
0.44% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
43,474
shares
|
$1.85 Million
0.06% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
42,822
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Added 60.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
42,502
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
42,445
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 748.9%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
41,926
shares
|
$1.78 Million
0.35% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
38,211
shares
|
$1.63 Million
0.19% of portfolio
|
Q1 2025
Added 139.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
37,989
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
37,657
shares
|
$1.6 Million
0.03% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
37,227
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 19.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
37,067
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
35,589
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
33,566
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
33,273
shares
|
$1.42 Million
0.09% of portfolio
|
Q1 2025
Added 68.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
33,211
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
33,057
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,888
shares
|
$1.36 Million
0.09% of portfolio
|
Q4 2023
Reduced 36.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
31,174
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
30,718
shares
|
$1.31 Million
0.21% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
30,148
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 33.38%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
29,885
shares
|
$1.27 Million
0.22% of portfolio
|
Q1 2025
Added 36.52%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
28,023
shares
|
$1.19 Million
0.66% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
27,450
shares
|
$1.17 Million
0.18% of portfolio
|
Q1 2025
Added 11.0%
|