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 |
|---|---|---|---|---|---|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
27,031
shares
|
$1.15 Million
0.46% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
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%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
25,404
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
24,762
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
23,872
shares
|
$1.02 Million
0.09% of portfolio
|
Q1 2025
Added 645.3%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
21,854
shares
|
$930,106
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
21,675
shares
|
$922,488
0.0% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
20,407
shares
|
$868,521
0.2% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
20,365
shares
|
$866,734
0.11% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
20,276
shares
|
$862,946
0.32% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
17,917
shares
|
$762,547
0.01% of portfolio
|
Q1 2025
Added 69.59%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
17,008
shares
|
$723,860
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
16,800
shares
|
$715,008
0.01% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,989
shares
|
$680,491
0.05% of portfolio
|
Q4 2023
Reduced 11.25%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
15,913
shares
|
$677,257
0.0% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
15,551
shares
|
$661,850
0.01% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
15,415
shares
|
$656,062
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
14,476
shares
|
$616,098
0.28% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
13,771
shares
|
$586,093
0.01% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
13,574
shares
|
$577,709
0.01% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
13,536
shares
|
$576,092
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
12,997
shares
|
$553,152
0.05% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
12,994
shares
|
$553,024
0.23% of portfolio
|
Q1 2025
Reduced 98.52%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
12,846
shares
|
$546,725
0.0% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
12,542
shares
|
$533,787
0.08% of portfolio
|
Q1 2025
Added 1.09%
|