Ishr ESG Advn Universal BD-$EUSBETF
13F holders, Q1 2024 (March 31)132holders
$42.84avg. 13F price*
At the end of Q1 2024, 132 institutions reported holding Ishr ESG Advn Universal BD-$ (EUSB) in their 13F filings. The largest holders were BlackRock Inc. ($209.0M), Envestnet Asset Management Inc. ($72.9M) and Envestnet Portfolio Solutions, Inc. ($27.0M).
- Company
- Ishr ESG Advn Universal BD-$
- Filed as
- ISHARES TR (Q1 2024)
- CUSIP
- 46436E619
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $6.8M |
| Exits | 14 | $8.1M |
Ownership 132 holders
| BlackRock Inc. | 0.00% | Add +6.0% | 4,879,411 | $209.0M |
| Envestnet Asset Management Inc. | 0.03% | Add +9.8% | 1,702,938 | $72.9M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Reduce -0.9% | 631,524 | $27.0M |
| SigFig Wealth Management, LLC | 0.62% | Add +16.5% | 394,349 | $16.9M |
| Seeds Investor LLC | 14.75% | Add +11.5% | 373,761 | $16.0M |
| IMPACTfolio, LLC | 9.27% | Add +7.2% | 358,029 | $15.3M |
| JPMorgan Chase & Co. | 0.00% | Add +12.9% | 329,496 | $14.1M |
| LPL Financial LLC | 0.01% | Add +11.1% | 277,190 | $11.9M |
| Balanced Rock Investment Advisors LLC | 7.56% | Reduce -2.1% | 206,933 | $8.9M |
| US Bancorp \de | 0.01% | No change | 189,573 | $8.1M |
| Allworth Financial LP | 0.05% | Add +11.6% | 171,221 | $7.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -44.0% | 149,415 | $6.4M |
| Jones Financial Companies LLLP | 0.01% | Add +23.4% | 147,903 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +60.5% | 140,248 | $6.0M |
| One Wealth Advisors, LLC | 1.00% | Add +4.5% | 133,831 | $5.7M |
| Advisory Services Network, LLC | 0.13% | Reduce -0.2% | 132,546 | $5.7M |
| GeoWealth Management, LLC | 0.17% | New | 105,607 | $4.5M |
| MML Investors Services, LLC | 0.02% | Add +0.8% | 95,619 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.4% | 93,396 | $4.0M |
| Park Avenue Securities LLC | 0.04% | Add +10.0% | 80,116 | $3.4M |
| Financial Connections Group, Inc. | 3.43% | Add +23.7% | 73,051 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -2.9% | 64,869 | $2.8M |
| Perigon Wealth Management, LLC | 0.08% | Add +7.5% | 60,858 | $2.6M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.54% | Add +1.5% | 48,536 | $2.1M |
| United Capital Financial Advisors, LLC | 0.02% | Add +17.3% | 46,639 | $2.0M |
| Betterment LLC | 0.01% | Add +5.3% | 44,598 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.6% | 44,577 | $1.9M |
| Horst & Graben Wealth Management LLC | 0.39% | Add +3.8% | 44,220 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +21.7% | 40,022 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +39.9% | 37,442 | $1.6M |
| Johnson Bixby & Associates, LLC | 0.27% | Add +15.2% | 36,407 | $1.6M |
| Baker Avenue Asset Management, LP | 0.06% | Add +0.6% | 35,301 | $1.5M |
| Clarity Asset Management, Inc. | 0.98% | Add +47.8% | 33,261 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.4% | 33,176 | $1.4M |
| Sharkey, Howes & Javer | 0.22% | Add +2.7% | 31,664 | $1.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +36.8% | 28,205 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 26,499 | $1.1M |
| Cable Hill Partners, LLC | 0.13% | No change | 24,824 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.07% | Add +8.6% | 24,610 | $1.1M |
| Sandbox Financial Partners, LLC | 0.40% | Add +37.8% | 22,402 | $959K |
| Kestra Advisory Services, LLC | 0.01% | Add +6.8% | 22,091 | $946K |
| UBS Group AG | 0.00% | Add +22.1% | 21,382 | $916K |
| Assetmark, Inc. | 0.00% | Add +20.5% | 21,070 | $902K |
| Lincoln National Corp. | 0.01% | Add +19.9% | 20,804 | $891K |
| Bank of America Corp. | 0.00% | Add +11.4% | 20,396 | $874K |
| Morningstar Investment Services LLC | 0.01% | Reduce -29.4% | 20,211 | $866K |
| Janney Montgomery Scott LLC | 0.00% | Add +31.8% | 19,750 | $846K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.1% | 18,557 | $795K |
| Retirement Capital Strategies | 0.31% | Add +4.1% | 17,954 | $769K |
| Dohj, LLC | 0.20% | Add +1.1% | 17,568 | $752K |
| Prudential Financial Inc. | 0.00% | Add +0.0% | 17,512 | $750K |
| Tarbox Family Office, Inc. | 0.13% | Add +4.4% | 17,181 | $736K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.5% | 17,124 | $733K |
| Diversify Advisory Services, LLC | 0.04% | — | 16,767 | $711K |
| Valley National Advisers Inc. | 0.11% | Add +16.0% | 16,279 | $697K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Reduce -9.6% | 15,905 | $681K |
| Brookstone Capital Management | 0.01% | Reduce -5.6% | 15,620 | $669K |
| Fiera Capital Corp | 0.00% | No change | 15,415 | $660K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +183.8% | 15,249 | $623K |
| Carr Financial Group Corp | 0.20% | Reduce -36.2% | 14,314 | $613K |
| Bfsg, LLC | 0.08% | Add +1.7% | 13,885 | $595K |
| SageView Advisory Group, LLC | 0.03% | New | 9,286 | $588K |
| Rockport Wealth LLC | 0.39% | — | 13,536 | $580K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.5% | 13,456 | $576K |
| Austin Private Wealth, LLC | 0.06% | Add +20.9% | 12,186 | $516K |
| Essential Planning, LLC. | 0.25% | No change | 11,478 | $497K |
| Shared Vision Wealth Group LLC | 0.31% | Reduce -16.4% | 11,570 | $496K |
| Ascent Group, LLC | 0.04% | Add +0.0% | 11,177 | $479K |
| Bank of New York Mellon Corp | 0.00% | Add +10.3% | 10,371 | $444K |
| Apollon Wealth Management, LLC | 0.01% | Add +76.7% | 10,074 | $431K |
| Invera Wealth Advisors, LLC | 0.36% | Add +44.1% | 10,219 | $426K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +7.7% | 9,519 | $408K |
| Gould Asset Management LLC | 0.10% | New | 9,500 | $407K |
| Goldstein Advisors, LLC | 0.07% | Reduce -0.1% | 9,478 | $406K |
| Walkner Condon Financial Advisors LLC | 0.09% | No change | 9,427 | $404K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.5% | 8,331 | $357K |
| Ally Invest Advisors Inc. | 0.04% | Add +43.6% | 8,312 | $356K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -4.2% | 8,244 | $353K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 7,835 | $336K |
| Farther Finance Advisors, LLC | 0.02% | Add +2.5% | 7,916 | $335K |
| Longview Financial Advisors, Inc. | 0.25% | New | 7,736 | $331K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,620 | $326K |
| World Investment Advisors | 0.04% | Add +6.6% | 7,108 | $304K |
| Townsquare Capital LLC | 0.00% | Add +29.5% | 7,060 | $302K |
| TCWP LLC | 0.78% | Add +7.5% | 6,844 | $293K |
| Mgo One Seven LLC | 0.02% | Add +7.6% | 6,845 | $293K |
| Optas, LLC | 0.08% | Reduce -1.6% | 6,774 | $290K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,762 | $290K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1131.6% | 6,552 | $281K |
| Williams Financial, LLC | 0.18% | Reduce -16.4% | 6,364 | $273K |
| Old Mission Capital LLC | 0.01% | New | 6,338 | $271K |
| Wealth Alliance, LLC | 0.04% | Add +5.7% | 6,331 | $271K |
| First Horizon Advisors, Inc. | 0.01% | Add +1.7% | 6,316 | $271K |
| LifePlan Investment Advisors, Inc. | 0.21% | Reduce -0.1% | 6,184 | $265K |
| One Wealth Management Investment & Advisory Services, LLC | 0.11% | Add +11.1% | 6,056 | $259K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -8.0% | 5,948 | $255K |
| Buck Wealth Strategies, LLC | 0.09% | New | 5,916 | $253K |
| Savant Capital, LLC | 0.00% | Add +4.4% | 5,788 | $248K |
| Tempus Wealth Planning, LLC | 0.10% | Add +12.4% | 5,534 | $237K |
| Flagstar Securities, Inc. | 0.06% | Add +0.6% | 5,279 | $226K |
| Wells Fargo & Company | 0.00% | Add +16.7% | 5,174 | $222K |
| Modera Wealth Management, LLC | 0.00% | New | 4,842 | $207K |
| Strategic Blueprint, LLC | 0.01% | Add +0.4% | 4,820 | $206K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -6.7% | 4,792 | $205K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.5% | 4,156 | $178K |
| Spire Wealth Management | 0.00% | Add +61.9% | 4,003 | $171K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +62.0% | 3,807 | $163K |
| Principal Securities, Inc. | 0.00% | Reduce -11.5% | 3,612 | $155K |
| Creative Financial Designs Inc. | 0.01% | Add +3.4% | 3,205 | $137K |
| Milestone Investment Advisors LLC | 0.03% | No change | 2,949 | $126K |
| Comerica Bank | 0.00% | Add +11.2% | 2,471 | $106K |
| JFS Wealth Advisors, LLC | 0.01% | Add +11.0% | 2,356 | $101K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.2% | 1,880 | $81K |
| Continuum Advisory, LLC | 0.01% | New | 1,697 | $72K |
| Hanson & Doremus Investment Management | 0.01% | New | 1,283 | $55K |
| Private Capital Management LLC | 0.01% | New | 1,240 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.5% | 1,236 | $53K |
| Capital Analysts, LLC | 0.00% | Add +8.8% | 959 | $41K |
| Archer Investment Corp | 0.01% | No change | 851 | $36K |
| Cwm, LLC | 0.00% | Reduce -92.3% | 825 | $35K |
| Bank of Montreal | 0.00% | No change | 712 | $31K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +4.7% | 627 | $27K |
| CVA Family Office, LLC | 0.00% | No change | 601 | $26K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -69.9% | 524 | $22K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 400 | $17K |
| Franklin Resources Inc. | 0.00% | Reduce -20.5% | 380 | $16K |
| Aspire Private Capital, LLC | 0.00% | Add +8.9% | 268 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 180 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 110 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 70 | $3K |
| Mather Group, Llc. | 0.00% | New | 35 | $2K |
| FMR LLC | 0.00% | New | 2 | $86 |
"% of holder's portfolio" is EUSB's weight in each manager's 13F, not the share of Ishr ESG Advn Universal BD-$ the manager owns.