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 |
|---|---|---|---|---|---|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
7,767
shares
|
$330,563
0.06% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
7,523
shares
|
$320,178
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
7,014
shares
|
$298,515
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
6,940
shares
|
$295,366
0.15% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
6,922
shares
|
$294,600
0.0% of portfolio
|
Q1 2025
Reduced 26.09%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,887
shares
|
$293,110
0.01% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,872
shares
|
$292,472
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,762
shares
|
$287,790
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
6,762
shares
|
$287,790
0.0% of portfolio
|
Q4 2023
Reduced 13.39%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
6,626
shares
|
$282,002
0.01% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
6,571
shares
|
$279,661
0.13% of portfolio
|
Q1 2025
Reduced 70.82%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
6,469
shares
|
$275,320
0.01% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
6,340
shares
|
$269,830
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
6,015
shares
|
$255,998
0.01% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
6,009
shares
|
$255,743
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
5,902
shares
|
$251,189
0.26% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,886
shares
|
$250,508
0.02% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
5,619
shares
|
$239,144
0.09% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
5,527
shares
|
$235,229
0.02% of portfolio
|
Q1 2025
Reduced 31.13%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
5,509
shares
|
$234,463
0.12% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
5,478
shares
|
$233,143
0.06% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
5,397
shares
|
$229,696
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
5,346
shares
|
$227,525
0.12% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,172
shares
|
$220,120
0.0% of portfolio
|
Q1 2025
Reduced 75.35%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
5,152
shares
|
$219,269
0.16% of portfolio
|
Q1 2025
Reduced 1.64%
|