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 |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
21,038
shares
|
$900,636
0.0% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
20,906
shares
|
$894,985
0.0% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
20,504
shares
|
$877,776
0.15% of portfolio
|
Q3 2024
Added 18.02%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
19,956
shares
|
$854,316
0.2% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
19,872
shares
|
$850,720
0.0% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
19,837
shares
|
$849,221
0.1% of portfolio
|
Q3 2024
Added 33.71%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
19,117
shares
|
$818,398
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
17,571
shares
|
$752,214
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
16,976
shares
|
$726,742
0.01% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
16,490
shares
|
$705,936
0.01% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
16,364
shares
|
$700,542
0.04% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,092
shares
|
$688,898
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,989
shares
|
$684,489
0.05% of portfolio
|
Q4 2023
Reduced 11.25%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
14,859
shares
|
$636,113
0.09% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
13,554
shares
|
$580,246
0.25% of portfolio
|
Q2 2024
Added 18.09%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
13,536
shares
|
$579,476
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
12,989
shares
|
$556,059
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,551
shares
|
$537,308
0.07% of portfolio
|
Q3 2024
Added 91.59%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
12,098
shares
|
$517,915
0.16% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,813
shares
|
$505,714
0.01% of portfolio
|
Q3 2024
Added 43.08%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
11,494
shares
|
$492,058
0.09% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
11,178
shares
|
$478,530
0.08% of portfolio
|
Q3 2024
Added 15.77%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
10,924
shares
|
$467,656
0.05% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
10,690
shares
|
$457,638
0.04% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
10,560
shares
|
$452,073
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|