Ishr ESG Advn Universal BD-$EUSBETF
13F holders, Q4 2024 (December 31)164holders +7
19new positions
24sold out
1famous investor
$42.54avg. 13F price*
At the end of Q4 2024, 164 institutions reported holding Ishr ESG Advn Universal BD-$ (EUSB) in their 13F filings, up 7 from Q3 2024. 19 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($217.7M), Envestnet Asset Management Inc. ($55.0M) and Essential Planning, LLC. ($37.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishr ESG Advn Universal BD-$
- Filed as
- ISHARES TR (Q4 2024)
- CUSIP
- 46436E619
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $6.2M |
| Exits | 24 | $8.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,507,638 shares bought and 1,352,932 shares sold, net +154,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 164 holders
| BlackRock, Inc. | 0.00% | Add +1.5% | 5,124,338 | $217.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -29.3% | 1,293,910 | $55.0M |
| Essential Planning, LLC. | 0.25% | Add +6371.1% | 877,100 | $37.9M |
| SigFig Wealth Management, LLC | 0.82% | Add +5.9% | 535,241 | $22.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -31.3% | 454,452 | $19.3M |
| IMPACTfolio, LLC | 9.49% | Add +5.3% | 430,297 | $18.3M |
| LPL Financial LLC | 0.01% | Add +11.7% | 427,505 | $18.2M |
| Seeds Investor LLC | 4.53% | Add +2.1% | 373,926 | $15.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.9% | 347,847 | $14.8M |
| Balanced Rock Investment Advisors LLC | 7.74% | Add +2.1% | 230,132 | $9.8M |
| Allworth Financial LP | 0.05% | Add +11.6% | 208,252 | $8.9M |
| Jones Financial Companies LLLP | 0.01% | Add +11.3% | 200,281 | $8.5M |
| US Bancorp \de | 0.01% | No change | 189,573 | $8.1M |
| Osaic Holdings, Inc. | 0.02% | Add +7.7% | 188,185 | $8.0M |
| Retirement Capital Strategies | 2.98% | Reduce -22.5% | 185,256 | $7.9M |
| Citadel Advisors | 0.01% | Add +3089.8% | 157,035 | $6.7M |
| Advisory Services Network, LLC | 0.12% | Add +1.9% | 152,897 | $6.5M |
| Cetera Investment Advisers | 0.01% | Reduce -24.9% | 107,034 | $4.5M |
| One Wealth Advisors, LLC | 0.65% | Reduce -21.5% | 103,659 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.2% | 100,835 | $4.3M |
| Jane Street Group, LLC | 0.01% | Add +70.7% | 96,398 | $4.1M |
| GeoWealth Management, LLC | 0.11% | Reduce -40.9% | 81,874 | $3.5M |
| Jordan Park Group LLC | 0.23% | No change | 74,749 | $3.2M |
| MML Investors Services, LLC | 0.01% | Reduce -25.5% | 70,133 | $3.0M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -11.7% | 70,062 | $3.0M |
| Park Avenue Securities LLC | 0.03% | Reduce -27.6% | 69,335 | $2.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.47% | Reduce -0.9% | 48,367 | $2.1M |
| Horst & Graben Wealth Management LLC | 0.34% | Reduce -16.1% | 45,343 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -32.6% | 40,963 | $1.7M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -5.4% | 40,407 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -7.9% | 39,677 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -22.6% | 36,445 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +89.6% | 36,248 | $1.5M |
| Betterment LLC | 0.00% | Add +3.1% | 35,549 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -32.0% | 34,689 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +2.6% | 32,940 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -24.9% | 31,758 | $1.3M |
| Raymond James Financial Inc. | 0.00% | — | 31,240 | $1.3M |
| Johnson Bixby & Associates, LLC | 0.20% | Add +3.2% | 30,301 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 28,343 | $1.2M |
| Shared Vision Wealth Group LLC | 0.63% | Add +0.3% | 28,023 | $1.2M |
| Davis Wealth Advisors, LLC | 1.25% | — | 26,804 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +34.3% | 26,683 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.08% | No change | 24,762 | $1.1M |
| Sharkey, Howes & Javer | 0.15% | Reduce -26.4% | 24,729 | $1.1M |
| Sandbox Financial Partners, LLC | 0.33% | Add +3.8% | 23,423 | $995K |
| Skyline Advisors, Inc. | 0.39% | New | 23,375 | $993K |
| Bank of America Corp. | 0.00% | Add +3.1% | 22,603 | $960K |
| Flow Traders U.S. LLC | 0.04% | Add +40.3% | 22,580 | $959K |
| Financial Connections Group, Inc. | 0.46% | Add +1.5% | 22,515 | $956K |
| Assetmark, Inc. | 0.00% | Reduce -21.8% | 22,292 | $947K |
| UBS Group AG | 0.00% | Add +5.4% | 22,026 | $936K |
| Tarbox Family Office, Inc. | 0.15% | Add +6.8% | 21,891 | $930K |
| Dohj, LLC | 0.21% | Add +6.5% | 21,245 | $902K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.1% | 20,980 | $891K |
| Bfsg, LLC | 0.10% | Add +0.1% | 19,866 | $844K |
| Accredited Investors Inc. | 0.05% | New | 19,743 | $839K |
| Brookstone Capital Management | 0.01% | Add +5.7% | 17,425 | $740K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.3% | 17,111 | $727K |
| Financial Advocates Investment Management | 0.04% | New | 17,008 | $723K |
| Perennial Investment Advisors, LLC | 0.08% | Add +26.9% | 15,929 | $677K |
| Fiera Capital Corp | 0.00% | New | 15,415 | $655K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -9.9% | 15,291 | $650K |
| Theory Financial LLC | 0.25% | New | 14,212 | $604K |
| Rockport Wealth LLC | 0.26% | No change | 13,536 | $575K |
| Synovus Financial Corp. | 0.01% | Add +2.8% | 13,354 | $567K |
| CW Advisors, LLC | 0.01% | Reduce -26.9% | 12,835 | $545K |
| Goldstein Advisors, LLC | 0.08% | Add +11.0% | 12,407 | $527K |
| Carr Financial Group Corp | 0.16% | Add +1.1% | 12,227 | $519K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -26.9% | 11,971 | $505K |
| Valley National Advisers Inc. | 0.09% | Add +2.6% | 11,788 | $500K |
| Ally Invest Advisors Inc. | 0.04% | Add +11.6% | 11,520 | $489K |
| Red Crane Wealth Management, LLC | 0.46% | — | 11,365 | $483K |
| LifePlan Investment Advisors, Inc. | 0.29% | Add +32.9% | 11,011 | $468K |
| Natixis Advisors, LLC | 0.00% | New | 10,889 | $463K |
| Walkner Condon Financial Advisors LLC | 0.09% | Add +17.9% | 10,732 | $456K |
| Sax Wealth Advisors, LLC | 0.04% | No change | 10,690 | $454K |
| Savant Capital, LLC | 0.00% | Add +0.1% | 10,565 | $449K |
| KWB Wealth | 0.05% | New | 9,455 | $419K |
| Investor's Fiduciary Advisor Network, LLC | 0.16% | — | 9,632 | $409K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.0% | 9,539 | $405K |
| Townsquare Capital LLC | 0.00% | Add +23.8% | 9,365 | $398K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.1% | 9,268 | $394K |
| Longview Financial Advisors, Inc. | 0.31% | Add +0.1% | 9,204 | $391K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.1% | 8,845 | $379K |
| Milestone Investment Advisors LLC | 0.10% | Add +171.8% | 8,479 | $360K |
| Central Pacific Bank - Trust Division | 0.05% | No change | 8,453 | $359K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.6% | 8,307 | $353K |
| Goldman Sachs Group Inc. | 0.00% | Add +6.7% | 8,132 | $345K |
| Austin Private Wealth, LLC | 0.03% | Reduce -26.5% | 8,025 | $341K |
| RFG Advisory, LLC | 0.01% | New | 7,714 | $328K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -26.4% | 7,628 | $324K |
| Optas, LLC | 0.07% | Add +5.9% | 7,576 | $322K |
| Elios Financial Group Inc. | 0.14% | Add +10.9% | 7,119 | $302K |
| Cable Hill Partners, LLC | 0.03% | Reduce -0.3% | 6,872 | $292K |
| Mgo One Seven LLC | 0.01% | Reduce -21.6% | 6,789 | $288K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,762 | $287K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 6,680 | $284K |
| Venturi Wealth Management, LLC | 0.01% | Add +9.3% | 6,668 | $283K |
| Bank of New York Mellon Corp | 0.00% | Reduce -39.3% | 6,421 | $273K |
| Oregon Pacific Wealth Management, LLC | 0.25% | — | 6,065 | $258K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -48.7% | 6,064 | $258K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -36.5% | 5,967 | $253K |
| Old Mission Capital LLC | 0.01% | New | 5,842 | $248K |
| World Investment Advisors | 0.01% | Reduce -32.3% | 5,597 | $238K |
| Keyvantage Wealth, LLC | 0.17% | — | 5,585 | $237K |
| Tidemark, LLC | 0.09% | Reduce -15.6% | 5,583 | $237K |
| Tempus Wealth Planning, LLC | 0.07% | Add +1.8% | 5,577 | $237K |
| Morgan Stanley | 0.00% | Add +184.9% | 5,567 | $236K |
| Flagstar Securities, Inc. | 0.06% | Add +1.3% | 5,444 | $231K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 5,330 | $226K |
| Williams Financial, LLC | 0.14% | Add +1.1% | 5,325 | $226K |
| One Wealth Capital Management, LLC | 0.11% | — | 5,299 | $225K |
| W.H. Cornerstone Investments Inc. | 0.15% | Add +3.0% | 5,238 | $223K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -32.2% | 5,133 | $218K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.9% | 5,000 | $212K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -4.0% | 4,819 | $205K |
| Brewster Financial Planning LLC | 0.15% | New | 4,762 | $202K |
| Spectrum Planning & Advisory Services Inc. | 0.17% | Reduce -30.5% | 4,731 | $201K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +0.8% | 4,666 | $198K |
| Keener Financial Planning LLC | 0.11% | New | 4,562 | $193K |
| Principal Securities, Inc. | 0.00% | Add +2.3% | 3,694 | $157K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -26.7% | 3,416 | $145K |
| Sofi Wealth, LLC | 0.01% | New | 3,203 | $136K |
| Creative Financial Designs Inc. | 0.01% | Reduce -25.7% | 2,465 | $105K |
| Hanson & Doremus Investment Management | 0.02% | Add +47.6% | 2,372 | $101K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 1,892 | $80K |
| AE Wealth Management LLC | 0.00% | New | 1,679 | $71K |
| Comerica Bank | 0.00% | Reduce -37.3% | 1,665 | $71K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -33.3% | 1,575 | $67K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.1% | 1,465 | $62K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -80.6% | 1,433 | $61K |
| Capital Analysts, LLC | 0.00% | Reduce -20.8% | 1,030 | $44K |
| Continuum Advisory, LLC | 0.01% | Reduce -35.7% | 976 | $41K |
| Endeavor Private Wealth, Inc. | 0.03% | — | 722 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -46.6% | 657 | $28K |
| CVA Family Office, LLC | 0.00% | No change | 601 | $26K |
| Transce3nd, LLC | 0.01% | — | 562 | $24K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -92.5% | 491 | $21K |
| ORG Partners LLC | 0.00% | Reduce -35.2% | 431 | $18K |
| Franklin Resources Inc. | 0.00% | Reduce -21.9% | 399 | $17K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -46.0% | 359 | $15K |
| Archer Investment Corp | 0.00% | No change | 320 | $14K |
| Spire Wealth Management | 0.00% | No change | 293 | $12K |
| FMR LLC | 0.00% | New | 255 | $11K |
| Kestra Investment Management, LLC | 0.00% | New | 253 | $11K |
| Global Retirement Partners, LLC | 0.00% | No change | 232 | $10K |
| Fort Vancouver Investment Management, LLC | 0.01% | No change | 210 | $9K |
| WealthTrak Capital Management LLC | 0.01% | — | 205 | $9K |
| WASHINGTON TRUST Co | 0.00% | No change | 161 | $7K |
| Decker Retirement Planning Inc. | 0.00% | — | 145 | $6K |
| Cwm, LLC | 0.00% | Reduce -60.7% | 140 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 104 | $4K |
| Atlatl Advisers LLC | 0.00% | — | 81 | $3K |
| Parallel Advisors, LLC | 0.00% | New | 73 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 70 | $3K |
| Qube Research & Technologies Ltd | 0.00% | No change | 68 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 66 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 47 | $2K |
| Mather Group, Llc. | 0.00% | Reduce -44.8% | 37 | $2K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -96.0% | 36 | $2K |
| Global Financial Private Client, LLC | 0.00% | Add +6.9% | 31 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 24 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 3 | $127 |
"% of holder's portfolio" is EUSB's weight in each manager's 13F, not the share of Ishr ESG Advn Universal BD-$ the manager owns.