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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5,147
shares
|
$219,056
0.09% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,105
shares
|
$217,268
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
5,048
shares
|
$214,842
0.21% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,926
shares
|
$209,650
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
4,857
shares
|
$206,713
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Brewster Financial Planning LLC
|
Apr 22, 2025 Q1 2025 |
4,762
shares
|
$202,670
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,680
shares
|
$199,180
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
4,408
shares
|
$187,604
0.03% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
4,399
shares
|
$187,221
0.12% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,697
shares
|
$157,344
0.01% of portfolio
|
Q1 2021
Reduced 95.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,694
shares
|
$157,216
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,855
shares
|
$121,508
0.0% of portfolio
|
Q1 2025
Added 1939.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,779
shares
|
$118,274
0.02% of portfolio
|
Q1 2025
Added 89.69%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,650
shares
|
$112,784
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,475
shares
|
$105,336
0.01% of portfolio
|
Q3 2022
Reduced 0.36%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,431
shares
|
$103,463
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
2,372
shares
|
$100,952
0.02% of portfolio
|
Q4 2024
Added 47.6%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,036
shares
|
$86,652
0.0% of portfolio
|
Q1 2025
Added 97.67%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,895
shares
|
$80,651
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,563
shares
|
$66,521
0.0% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,516
shares
|
$64,520
0.0% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,509
shares
|
$64,223
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,400
shares
|
$59,584
0.0% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,134
shares
|
$48,263
0.0% of portfolio
|
Q1 2025
Reduced 32.46%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
927
shares
|
$39,453
0.01% of portfolio
|
Q1 2025
Reduced 5.02%
|