Ishr ESG Advn Universal BD-$EUSBETF
13F holders, Q2 2024 (June 30)140holders +8
16new positions
10sold out
$42.27avg. 13F price*
At the end of Q2 2024, 140 institutions reported holding Ishr ESG Advn Universal BD-$ (EUSB) in their 13F filings, up 8 from Q1 2024. 16 opened new positions and 10 sold out. The largest holders were BlackRock Inc. ($211.7M), Envestnet Asset Management Inc. ($72.7M) and Envestnet Portfolio Solutions, Inc. ($26.7M).
- Company
- Ishr ESG Advn Universal BD-$
- Filed as
- ISHARES TR (Q2 2024)
- CUSIP
- 46436E619
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $6.3M |
| Exits | 10 | $10.3M |
All 13F filers, Q1 2024 → Q2 2024: 772,691 shares bought and 389,120 shares sold, net +383,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| BlackRock Inc. | 0.00% | Add +2.0% | 4,975,806 | $211.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +0.3% | 1,707,650 | $72.7M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -0.8% | 626,658 | $26.7M |
| SigFig Wealth Management, LLC | 0.71% | Add +13.1% | 446,030 | $19.0M |
| IMPACTfolio, LLC | 9.61% | Add +12.6% | 403,162 | $17.2M |
| Seeds Investor LLC | 8.23% | Add +1.0% | 377,347 | $16.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.9% | 352,160 | $15.0M |
| LPL Financial LLC | 0.01% | Add +13.6% | 314,980 | $13.4M |
| Balanced Rock Investment Advisors LLC | 7.59% | Add +2.5% | 212,108 | $9.0M |
| US Bancorp \de | 0.01% | No change | 189,573 | $8.1M |
| Allworth Financial LP | 0.05% | Add +6.7% | 182,723 | $7.9M |
| Osaic Holdings, Inc. | 0.02% | Add +20.3% | 179,672 | $7.6M |
| Jones Financial Companies LLLP | 0.01% | Add +9.2% | 161,506 | $6.9M |
| Advisory Services Network, LLC | 0.13% | Add +13.2% | 150,089 | $6.4M |
| Cetera Investment Advisers | 0.01% | Reduce -0.5% | 139,608 | $5.9M |
| GeoWealth Management, LLC | 0.22% | Add +12.1% | 118,398 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.6% | 93,925 | $4.0M |
| MML Investors Services, LLC | 0.02% | Reduce -4.5% | 91,331 | $3.9M |
| Park Avenue Securities LLC | 0.04% | Reduce -1.5% | 78,907 | $3.4M |
| Old Mission Capital LLC | 0.07% | Add +938.4% | 65,812 | $2.8M |
| Perigon Wealth Management, LLC | 0.08% | Add +7.4% | 65,369 | $2.8M |
| Jane Street Group, LLC | 0.00% | New | 62,013 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -8.7% | 59,226 | $2.5M |
| Horst & Graben Wealth Management LLC | 0.41% | Add +12.8% | 49,884 | $2.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.50% | Add +1.1% | 49,047 | $2.1M |
| United Capital Financial Advisors, LLC | 0.02% | Add +1.5% | 47,340 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +230.9% | 44,525 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +32.0% | 43,786 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +5.1% | 42,073 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 39,841 | $1.7M |
| Baker Avenue Asset Management, LP | 0.05% | No change | 35,301 | $1.5M |
| Betterment LLC | 0.00% | Reduce -22.3% | 34,649 | $1.5M |
| Johnson Bixby & Associates, LLC | 0.24% | Reduce -7.9% | 33,536 | $1.4M |
| Sharkey, Howes & Javer | 0.23% | Add +3.8% | 32,870 | $1.4M |
| Morningstar Investment Services LLC | 0.02% | Add +61.4% | 32,618 | $1.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.4% | 28,095 | $1.2M |
| Shared Vision Wealth Group LLC | 0.69% | Add +140.9% | 27,870 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.0% | 26,775 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.07% | Reduce -1.8% | 24,166 | $1.0M |
| Sandbox Financial Partners, LLC | 0.36% | Reduce -0.3% | 22,347 | $951K |
| Assetmark, Inc. | 0.00% | Add +3.8% | 21,863 | $930K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.8% | 21,704 | $924K |
| Financial Connections Group, Inc. | 0.48% | Reduce -70.5% | 21,553 | $917K |
| Bank of America Corp. | 0.00% | Add +5.4% | 21,493 | $915K |
| UBS Group AG | 0.00% | Reduce -2.2% | 20,906 | $890K |
| Wells Fargo & Company | 0.00% | Add +287.7% | 20,061 | $854K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.7% | 19,215 | $818K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.9% | 19,099 | $813K |
| Dohj, LLC | 0.20% | Add +6.7% | 18,746 | $798K |
| Prudential Financial Inc. | 0.00% | Add +4.3% | 18,265 | $777K |
| Diversify Advisory Services, LLC | 0.04% | Add +3.7% | 17,386 | $741K |
| Tarbox Family Office, Inc. | 0.13% | Add +1.1% | 17,373 | $739K |
| CW Advisors, LLC | 0.01% | New | 17,181 | $731K |
| Valley National Advisers Inc. | 0.11% | Add +3.5% | 16,842 | $716K |
| Cable Hill Partners, LLC | 0.08% | Reduce -32.4% | 16,786 | $714K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.6% | 16,505 | $702K |
| Brookstone Capital Management | 0.01% | Add +1.9% | 15,913 | $685K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -2.2% | 15,557 | $662K |
| Fiera Capital Corp | 0.00% | No change | 15,415 | $656K |
| Bfsg, LLC | 0.08% | Add +6.8% | 14,836 | $631K |
| Sanctuary Advisors, LLC | 0.00% | — | 14,440 | $602K |
| Essential Planning, LLC. | 0.25% | Add +18.1% | 13,554 | $577K |
| Rockport Wealth LLC | 0.24% | No change | 13,536 | $576K |
| Synovus Financial Corp. | 0.01% | New | 13,424 | $571K |
| Carr Financial Group Corp | 0.16% | Reduce -15.7% | 12,063 | $513K |
| Austin Private Wealth, LLC | 0.05% | Reduce -7.8% | 11,230 | $478K |
| Sax Wealth Advisors, LLC | 0.04% | New | 10,725 | $456K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +12.1% | 10,666 | $454K |
| Savant Capital, LLC | 0.00% | Add +82.8% | 10,578 | $450K |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 10,500 | $447K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.2% | 9,955 | $424K |
| Goldstein Advisors, LLC | 0.07% | Add +1.9% | 9,655 | $411K |
| EverSource Wealth Advisors, LLC | 0.03% | New | 9,359 | $405K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.6% | 9,520 | $405K |
| Gould Asset Management LLC | 0.09% | No change | 9,500 | $404K |
| Avantax Advisory Services, Inc. | 0.00% | Add +13.3% | 9,342 | $398K |
| Longview Financial Advisors, Inc. | 0.30% | Add +18.6% | 9,171 | $390K |
| Walkner Condon Financial Advisors LLC | 0.08% | Reduce -7.5% | 8,725 | $371K |
| Ally Invest Advisors Inc. | 0.03% | Add +1.9% | 8,474 | $361K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.9% | 8,256 | $351K |
| LifePlan Investment Advisors, Inc. | 0.25% | Add +33.4% | 8,252 | $351K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -46.3% | 8,193 | $349K |
| Farther Finance Advisors, LLC | 0.02% | Add +4.5% | 8,271 | $348K |
| World Investment Advisors | 0.02% | Add +8.8% | 7,732 | $329K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,620 | $324K |
| TCWP LLC | 0.74% | Add +4.2% | 7,133 | $304K |
| Mgo One Seven LLC | 0.01% | Add +4.2% | 7,133 | $304K |
| Townsquare Capital LLC | 0.00% | Reduce -3.4% | 6,821 | $290K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,762 | $288K |
| Optas, LLC | 0.07% | Reduce -0.3% | 6,755 | $287K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 6,552 | $279K |
| Perennial Investment Advisors, LLC | 0.04% | New | 6,551 | $279K |
| Wealth Alliance, LLC | 0.04% | Add +2.8% | 6,509 | $277K |
| First Horizon Advisors, Inc. | 0.01% | Add +0.7% | 6,363 | $271K |
| Venturi Wealth Management, LLC | 0.02% | Add +2.1% | 6,073 | $258K |
| Ascent Group, LLC | 0.02% | Reduce -47.4% | 5,883 | $250K |
| One Wealth Management Investment & Advisory Services, LLC | 0.10% | Reduce -4.2% | 5,803 | $247K |
| Williams Financial, LLC | 0.16% | Reduce -9.6% | 5,751 | $245K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -30.0% | 5,485 | $233K |
| Tempus Wealth Planning, LLC | 0.10% | Reduce -1.0% | 5,478 | $233K |
| Savvy Advisors, Inc. | 0.08% | New | 5,447 | $232K |
| Flagstar Securities, Inc. | 0.06% | Add +0.9% | 5,327 | $227K |
| Braun-Bostich & Associates Inc. | 0.17% | New | 5,218 | $222K |
| Transcend Capital Advisors, LLC | 0.02% | New | 4,929 | $210K |
| Atria Investments, Inc | 0.00% | New | 4,925 | $210K |
| Institute for Wealth Management, LLC. | 0.03% | Add +1.9% | 4,882 | $208K |
| Strategic Blueprint, LLC | 0.01% | Add +0.1% | 4,825 | $205K |
| Mercer Global Advisors Inc. | 0.00% | New | 89,393 | $168K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.8% | 3,872 | $165K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +1.4% | 3,862 | $164K |
| Principal Securities, Inc. | 0.00% | No change | 3,612 | $154K |
| Creative Financial Designs Inc. | 0.01% | Add +2.0% | 3,268 | $139K |
| Milestone Investment Advisors LLC | 0.04% | Add +5.8% | 3,119 | $133K |
| Comerica Bank | 0.00% | Add +7.4% | 2,654 | $113K |
| JFS Wealth Advisors, LLC | 0.01% | Add +2.8% | 2,421 | $103K |
| Continuum Advisory, LLC | 0.01% | Add +25.6% | 2,131 | $91K |
| Mfa Wealth Advisors, LLC | 0.02% | New | 1,922 | $82K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.2% | 1,883 | $80K |
| PNC Financial Services Group, Inc. | 0.00% | Add +39.6% | 1,725 | $73K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +265.8% | 1,463 | $62K |
| Hanson & Doremus Investment Management | 0.01% | Add +9.3% | 1,402 | $60K |
| Private Capital Management LLC | 0.01% | No change | 1,240 | $53K |
| Capital Analysts, LLC | 0.00% | No change | 959 | $41K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 671 | $29K |
| ORG Partners LLC | 0.00% | New | 665 | $28K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -1.9% | 615 | $26K |
| CVA Family Office, LLC | 0.00% | No change | 601 | $26K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 524 | $22K |
| Franklin Resources Inc. | 0.00% | Add +15.8% | 440 | $19K |
| Cwm, LLC | 0.00% | Reduce -56.9% | 356 | $15K |
| Archer Investment Corp | 0.00% | Reduce -62.4% | 320 | $14K |
| Spire Wealth Management | 0.00% | Reduce -92.7% | 293 | $12K |
| Fort Vancouver Investment Management, LLC | 0.01% | — | 210 | $9K |
| 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% | Reduce -14.3% | 30 | $1K |
| Tucker Asset Management LLC | 0.00% | New | 24 | $1K |
| FMR LLC | 0.00% | No change | 2 | $85 |
| Morgan Stanley | 0.00% | New | 1 | $65 |
"% of holder's portfolio" is EUSB's weight in each manager's 13F, not the share of Ishr ESG Advn Universal BD-$ the manager owns.