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 |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
856
shares
|
$36,431
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
671
shares
|
$28,557
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
601
shares
|
$25,578
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
600
shares
|
$25,536
0.0% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
535
shares
|
$22,769
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
491
shares
|
$20,896
0.0% of portfolio
|
Q4 2024
Reduced 92.48%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
489
shares
|
$20,811
0.01% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
400
shares
|
$17,024
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
391
shares
|
$16,640
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
359
shares
|
$15,279
0.0% of portfolio
|
Q4 2024
Reduced 46.02%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
320
shares
|
$13,619
0.0% of portfolio
|
Q2 2024
Reduced 62.4%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
310
shares
|
$13,193
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
293
shares
|
$12,470
0.0% of portfolio
|
Q2 2024
Reduced 92.68%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
256
shares
|
$10,895
0.01% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
232
shares
|
$9,873
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
205
shares
|
$8,724
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
161
shares
|
$6,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
159
shares
|
$6,767
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
145
shares
|
$6,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
143
shares
|
$6,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
105
shares
|
$4,468
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
104
shares
|
$4,426
0.0% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
73
shares
|
$3,106
0.0% of portfolio
|
Q1 2025
Added 97.3%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
70
shares
|
$2,979
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
68
shares
|
$2,894
0.0% of portfolio
|
Q3 2024
New holding
|