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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,316
shares
|
$141,957
0.01% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
3,119
shares
|
$133,524
0.04% of portfolio
|
Q2 2024
Added 5.76%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,654
shares
|
$113,617
0.0% of portfolio
|
Q2 2024
Added 7.41%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,475
shares
|
$105,954
0.01% of portfolio
|
Q3 2022
Reduced 0.36%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,360
shares
|
$101,031
0.01% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,954
shares
|
$83,650
0.0% of portfolio
|
Q3 2024
Added 195300.0%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
1,922
shares
|
$82,280
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,887
shares
|
$80,782
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,607
shares
|
$68,795
0.01% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,518
shares
|
$64,985
0.01% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,464
shares
|
$62,673
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,300
shares
|
$55,653
0.0% of portfolio
|
Q3 2024
Added 35.56%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,240
shares
|
$53,084
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,231
shares
|
$52,699
0.0% of portfolio
|
Q3 2024
Reduced 28.64%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
894
shares
|
$38,272
0.01% of portfolio
|
Q3 2024
Added 70.61%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
856
shares
|
$36,645
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
671
shares
|
$28,725
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
665
shares
|
$28,468
0.01% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
665
shares
|
$28,468
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
601
shares
|
$25,728
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
511
shares
|
$21,875
0.0% of portfolio
|
Q3 2024
Added 16.14%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
356
shares
|
$15,240
0.0% of portfolio
|
Q2 2024
Reduced 56.85%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
320
shares
|
$13,699
0.0% of portfolio
|
Q2 2024
Reduced 62.4%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
293
shares
|
$12,543
0.0% of portfolio
|
Q2 2024
Reduced 92.68%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
232
shares
|
$9,931
0.0% of portfolio
|
Q3 2024
New holding
|