Ishr ESG Advn Universal BD-$EUSBETF
13F holders, Q2 2026 (June 30)159holders −3
14new positions
12sold out
1famous investor
$43.46avg. 13F price*
At the end of Q2 2026, 159 institutions reported holding Ishr ESG Advn Universal BD-$ (EUSB) in their 13F filings, down 3 from Q1 2026. 14 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($252.2M), IMPACTfolio, LLC ($27.7M) and LPL Financial LLC ($23.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishr ESG Advn Universal BD-$
- Filed as
- ISHARES TR (Q2 2026)
- CUSIP
- 46436E619
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $8.7M |
| Exits | 12 | $4.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,295,559 shares bought and 510,315 shares sold, net +785,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| BlackRock, Inc. | 0.00% | Add +11.7% | 5,803,299 | $252.2M |
| IMPACTfolio, LLC | 10.44% | Add +2.8% | 638,127 | $27.7M |
| LPL Financial LLC | 0.01% | Reduce -9.5% | 545,647 | $23.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.0% | 525,409 | $22.8M |
| Jones Financial Companies LLLP | 0.01% | Add +11.8% | 412,309 | $18.0M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -7.3% | 376,418 | $16.4M |
| Seeds Investor LLC | 1.64% | Reduce -1.0% | 366,740 | $15.9M |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 314,386 | $13.7M |
| Allworth Financial LP | 0.05% | Add +6.1% | 272,256 | $11.8M |
| Advisory Services Network, LLC | 0.09% | Add +2.4% | 173,077 | $7.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.3% | 161,071 | $7.0M |
| Morgan Stanley | 0.00% | Add +2.5% | 160,267 | $7.0M |
| Bond & Devick Financial Network, Inc. | 1.63% | Add +6.3% | 152,643 | $6.6M |
| Decker Retirement Planning Inc. | 1.53% | Add +23.9% | 103,122 | $4.5M |
| Perigon Wealth Management, LLC | 0.07% | Add +17.0% | 99,965 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +7.2% | 96,390 | $4.2M |
| Sofi Wealth, LLC | 0.16% | Add +19.1% | 93,698 | $4.1M |
| One Wealth Advisors, LLC | 0.45% | Add +18.5% | 93,372 | $4.1M |
| Stewardship Advisors, LLC | 0.79% | Add +23.0% | 87,081 | $3.8M |
| Susquehanna International Group, LLP | 0.00% | Add +23.6% | 78,761 | $3.4M |
| Xena Financial Planning, LLC | 3.20% | Add +67.8% | 76,669 | $3.3M |
| Archer Investment Management, LLC | 1.14% | Add +1.2% | 76,663 | $3.3M |
| Bank of America Corp. | 0.00% | Add +88.5% | 76,171 | $3.3M |
| Jordan Park Group LLC | 0.16% | No change | 74,646 | $3.2M |
| US Bancorp \de | 0.00% | Add +10.8% | 73,634 | $3.2M |
| Cetera Investment Advisers | 0.00% | Add +5.7% | 72,905 | $3.2M |
| Retirement Capital Strategies | 1.08% | Reduce -0.2% | 71,252 | $3.1M |
| Balanced Rock Investment Advisors LLC | 1.92% | Add +3.3% | 70,839 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Add +20.2% | 67,315 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Add +19.4% | 65,555 | $2.8M |
| Mercer Global Advisors Inc. | 0.00% | New | 58,916 | $2.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.3% | 52,950 | $2.3M |
| Fiduciary Financial Advisors | 0.23% | Add +143.1% | 51,593 | $2.2M |
| Accredited Investors Inc. | 0.10% | Add +24.6% | 51,114 | $2.2M |
| Baker Avenue Asset Management, LP | 0.04% | Add +0.6% | 50,814 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +9.2% | 48,694 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +6.3% | 47,230 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -4.2% | 46,283 | $2.0M |
| Tarbox Family Office, Inc. | 0.26% | Add +29.5% | 42,320 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +51.5% | 41,300 | $1.8M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.83% | Add +6.5% | 40,628 | $1.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.26% | Reduce -8.4% | 38,808 | $1.7M |
| HSBC Holdings PLC | 0.00% | Add +80.2% | 36,760 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +4.3% | 36,334 | $1.6M |
| UBS Group AG | 0.00% | Add +16.5% | 36,187 | $1.6M |
| Haverford Trust Co | 0.01% | No change | 35,865 | $1.6M |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -16.0% | 34,335 | $1.5M |
| Johnson Bixby & Associates, LLC | 0.15% | Add +4.0% | 31,489 | $1.4M |
| Bfsg, LLC | 0.12% | Add +10.7% | 31,335 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.7% | 31,054 | $1.3M |
| Vise Technologies, Inc. | 0.02% | New | 30,971 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | New | 30,401 | $1.3M |
| GeoWealth Management, LLC | 0.04% | Reduce -26.6% | 29,562 | $1.3M |
| Van Hulzen Asset Management, LLC | 0.08% | No change | 24,635 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -24.3% | 24,237 | $1.1M |
| Central Pacific Bank - Trust Division | 0.11% | Add +7.4% | 23,547 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +7.6% | 22,360 | $972K |
| Davis Wealth Advisors, LLC | 0.75% | Reduce -18.8% | 22,260 | $967K |
| Natixis Advisors, LLC | 0.00% | Add +24.0% | 22,135 | $961K |
| Brookstone Capital Management | 0.01% | Add +10.2% | 21,935 | $953K |
| Horst & Graben Wealth Management LLC | 0.12% | Add +3.0% | 21,324 | $923K |
| Park Avenue Securities LLC | 0.01% | New | 20,941 | $910K |
| Sharkey, Howes & Javer | 0.11% | Add +15.5% | 20,640 | $897K |
| Private Advisor Group, LLC | 0.00% | New | 20,116 | $874K |
| Apollon Wealth Management, LLC | 0.01% | Add +29.5% | 19,463 | $846K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.3% | 18,843 | $819K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +32.8% | 17,600 | $765K |
| Mason & Associates Inc | 0.12% | Reduce -1.7% | 17,402 | $756K |
| Savant Capital, LLC | 0.00% | Add +0.0% | 16,888 | $734K |
| Ally Invest Advisors Inc. | 0.04% | Add +6.1% | 16,584 | $721K |
| Assetmark, Inc. | 0.00% | Add +2.5% | 15,977 | $694K |
| Janney Montgomery Scott LLC | 0.00% | New | 15,843 | $688K |
| Valley National Advisers Inc. | 0.08% | Add +2.0% | 15,727 | $683K |
| FSB Premier Wealth Management, Inc. | 0.18% | Reduce -1.9% | 14,585 | $634K |
| Goldstein Advisors, LLC | 0.06% | Add +9.5% | 14,497 | $630K |
| Shared Vision Wealth Group LLC | 0.21% | Add +32.1% | 14,274 | $620K |
| Rossby Financial, LCC | 0.11% | Add +4.4% | 14,184 | $616K |
| Jane Street Group, LLC | 0.00% | Reduce -79.4% | 14,099 | $613K |
| Rockport Wealth LLC | 0.10% | No change | 14,080 | $612K |
| GC Wealth Management RIA, LLC | 0.03% | Add +1.5% | 13,844 | $602K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 13,553 | $589K |
| Essential Planning, LLC. | 0.16% | Add +1.2% | 13,177 | $573K |
| Milestone Investment Advisors LLC | 0.12% | Reduce -0.5% | 13,060 | $567K |
| Guardian Capital LP | 0.01% | Reduce -7.3% | 12,600 | $547K |
| Theory Financial LLC | 0.17% | Add +3.3% | 12,220 | $531K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.5% | 12,059 | $524K |
| Traveka Wealth, LLC | 0.17% | Add +27.1% | 11,899 | $517K |
| Keener Financial Planning LLC | 0.17% | Add +30.3% | 11,142 | $484K |
| Red Crane Wealth Management, LLC | 0.34% | Add +0.3% | 10,772 | $468K |
| Avise Financial Cooperative, Inc. | 0.32% | Add +5.9% | 10,319 | $448K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +0.5% | 9,922 | $431K |
| Skyline Advisors, Inc. | 0.13% | Reduce -46.8% | 9,678 | $421K |
| Apella Capital, LLC | 0.01% | Add +7.2% | 9,735 | $420K |
| Integrated Wealth Concepts LLC | 0.00% | Add +12.2% | 9,486 | $412K |
| Balance Wealth Partners LLC | 0.11% | Add +76.1% | 9,275 | $403K |
| Endeavor Private Wealth, Inc. | 0.10% | Reduce -3.0% | 9,224 | $401K |
| Valmark Advisers, Inc. | 0.00% | No change | 9,066 | $394K |
| Merit Financial Group, LLC | 0.00% | Reduce -8.0% | 9,025 | $392K |
| Summit Financial, LLC | 0.00% | New | 8,918 | $387K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +7.3% | 8,713 | $379K |
"% of holder's portfolio" is EUSB's weight in each manager's 13F, not the share of Ishr ESG Advn Universal BD-$ the manager owns.