Ishr ESG Advn Universal BD-$EUSBETF
13F holders, Q3 2024 (September 30)157holders +17
24new positions
6sold out
1famous investor
$44.28avg. 13F price*
At the end of Q3 2024, 157 institutions reported holding Ishr ESG Advn Universal BD-$ (EUSB) in their 13F filings, up 17 from Q2 2024. 24 opened new positions and 6 sold out. The largest holders were BlackRock, Inc. ($223.7M), Envestnet Asset Management Inc. ($81.1M) and Envestnet Portfolio Solutions, Inc. ($29.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishr ESG Advn Universal BD-$
- Filed as
- ISHARES TR (Q3 2024)
- CUSIP
- 46436E619
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $25.1M |
| Exits | 6 | $4.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,060,715 shares bought and 257,421 shares sold, net +803,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| BlackRock, Inc. | 0.00% | — | 5,050,180 | $223.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +7.2% | 1,830,042 | $81.1M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +5.6% | 661,851 | $29.3M |
| SigFig Wealth Management, LLC | 0.81% | Add +13.4% | 505,598 | $22.4M |
| IMPACTfolio, LLC | 9.34% | Add +1.3% | 408,570 | $18.1M |
| LPL Financial LLC | 0.01% | Add +21.5% | 382,680 | $17.0M |
| Seeds Investor LLC | 6.06% | Reduce -3.0% | 366,103 | $16.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.8% | 365,655 | $16.2M |
| Retirement Capital Strategies | 4.15% | New | 239,119 | $10.6M |
| Balanced Rock Investment Advisors LLC | 7.83% | Add +6.2% | 225,326 | $10.0M |
| US Bancorp \de | 0.01% | No change | 189,573 | $8.4M |
| Allworth Financial LP | 0.05% | Add +2.1% | 186,601 | $8.3M |
| Jones Financial Companies LLLP | 0.01% | Add +11.4% | 179,896 | $8.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.8% | 174,691 | $7.7M |
| Advisory Services Network, LLC | 0.13% | No change | 150,089 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +2.1% | 142,557 | $6.3M |
| GeoWealth Management, LLC | 0.22% | Add +16.9% | 138,442 | $6.1M |
| One Wealth Advisors, LLC | 0.90% | New | 132,002 | $5.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +13.2% | 106,307 | $4.7M |
| Park Avenue Securities LLC | 0.05% | Add +21.4% | 95,768 | $4.2M |
| MML Investors Services, LLC | 0.02% | Add +3.0% | 94,084 | $4.2M |
| Perigon Wealth Management, LLC | 0.09% | Add +21.3% | 79,316 | $3.5M |
| Jordan Park Group LLC | 0.23% | New | 74,749 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +2.6% | 60,750 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -8.9% | 56,490 | $2.5M |
| Horst & Graben Wealth Management LLC | 0.43% | Add +8.4% | 54,055 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +16.6% | 51,041 | $2.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.49% | Reduce -0.5% | 48,816 | $2.2M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.5% | 47,105 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +8.1% | 43,076 | $1.9M |
| Baker Avenue Asset Management, LP | 0.06% | Add +21.0% | 42,712 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +0.6% | 42,307 | $1.9M |
| Morningstar Investment Services LLC | 0.02% | Add +20.5% | 39,311 | $1.7M |
| Clarity Asset Management, Inc. | 1.09% | New | 35,549 | $1.6M |
| Betterment LLC | 0.00% | Reduce -0.5% | 34,471 | $1.5M |
| Sharkey, Howes & Javer | 0.21% | Add +2.2% | 33,595 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -27.9% | 32,093 | $1.4M |
| Johnson Bixby & Associates, LLC | 0.20% | Reduce -12.5% | 29,351 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +30.3% | 28,496 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.5% | 27,988 | $1.2M |
| Shared Vision Wealth Group LLC | 0.66% | Add +0.3% | 27,945 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -5.8% | 26,456 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.08% | Add +2.5% | 24,762 | $1.1M |
| Sandbox Financial Partners, LLC | 0.35% | Add +1.0% | 22,568 | $1000K |
| Financial Connections Group, Inc. | 0.48% | Add +3.0% | 22,188 | $982K |
| Bank of America Corp. | 0.00% | Add +2.0% | 21,929 | $971K |
| Janney Montgomery Scott LLC | 0.00% | Add +13.1% | 21,736 | $963K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.3% | 21,646 | $959K |
| Prudential Financial Inc. | 0.00% | Add +15.2% | 21,038 | $932K |
| UBS Group AG | 0.00% | No change | 20,906 | $926K |
| Tarbox Family Office, Inc. | 0.15% | Add +18.0% | 20,504 | $908K |
| Dohj, LLC | 0.21% | Add +6.5% | 19,956 | $883K |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 19,872 | $880K |
| Bfsg, LLC | 0.10% | Add +33.7% | 19,837 | $879K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 19,117 | $847K |
| CW Advisors, LLC | 0.01% | Add +2.3% | 17,571 | $778K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.9% | 16,976 | $752K |
| Brookstone Capital Management | 0.01% | Add +3.6% | 16,490 | $731K |
| Flow Traders U.S. LLC | 0.04% | New | 16,092 | $713K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -5.9% | 16,364 | $710K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -4.5% | 14,859 | $658K |
| Essential Planning, LLC. | 0.25% | No change | 13,554 | $600K |
| Rockport Wealth LLC | 0.16% | No change | 13,536 | $600K |
| Synovus Financial Corp. | 0.01% | Reduce -3.2% | 12,989 | $575K |
| Perennial Investment Advisors, LLC | 0.07% | Add +91.6% | 12,551 | $556K |
| Carr Financial Group Corp | 0.16% | Add +0.3% | 12,098 | $536K |
| Integrated Wealth Concepts LLC | 0.01% | Add +43.1% | 11,813 | $523K |
| Valley National Advisers Inc. | 0.09% | Reduce -31.8% | 11,494 | $509K |
| Goldstein Advisors, LLC | 0.08% | Add +15.8% | 11,178 | $495K |
| Austin Private Wealth, LLC | 0.05% | Reduce -2.7% | 10,924 | $484K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 10,690 | $474K |
| Bank of New York Mellon Corp | 0.00% | Add +0.8% | 10,580 | $469K |
| Savant Capital, LLC | 0.00% | Reduce -0.2% | 10,560 | $468K |
| Avantax Advisory Services, Inc. | 0.00% | Add +11.0% | 10,367 | $459K |
| Ally Invest Advisors Inc. | 0.04% | Add +21.8% | 10,325 | $457K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.2% | 9,834 | $436K |
| Farther Finance Advisors, LLC | 0.02% | Add +16.9% | 9,665 | $428K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -31.9% | 9,837 | $421K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +0.3% | 9,392 | $416K |
| Longview Financial Advisors, Inc. | 0.30% | Add +0.3% | 9,194 | $407K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +4.3% | 9,099 | $403K |
| Mgo One Seven LLC | 0.02% | Add +21.4% | 8,656 | $383K |
| Harbour Investments, Inc. | 0.01% | Add +120.3% | 8,529 | $378K |
| Central Pacific Bank - Trust Division | 0.05% | New | 8,453 | $374K |
| LifePlan Investment Advisors, Inc. | 0.23% | Add +0.4% | 8,287 | $367K |
| World Investment Advisors | 0.01% | Add +6.9% | 8,266 | $366K |
| Susquehanna International Group, LLP | 0.00% | Reduce -14.1% | 8,180 | $362K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -6.4% | 7,669 | $339K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,620 | $338K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -29.0% | 7,573 | $336K |
| Townsquare Capital LLC | 0.00% | Add +10.9% | 7,566 | $335K |
| First Horizon Advisors, Inc. | 0.01% | Add +16.1% | 7,386 | $327K |
| Optas, LLC | 0.07% | Add +5.9% | 7,152 | $317K |
| Cable Hill Partners, LLC | 0.03% | Reduce -58.9% | 6,893 | $305K |
| Spectrum Planning & Advisory Services Inc. | 0.29% | New | 6,805 | $301K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,762 | $300K |
| Tidemark, LLC | 0.12% | New | 6,618 | $293K |
| IHT Wealth Management, LLC | 0.01% | New | 6,590 | $292K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.4% | 6,525 | $289K |
| Elios Financial Group Inc. | 0.13% | — | 6,419 | $284K |
"% of holder's portfolio" is EUSB's weight in each manager's 13F, not the share of Ishr ESG Advn Universal BD-$ the manager owns.