Ishr ESG Advn Universal BD-$EUSBETF
13F holders, Q1 2025 (March 31)170holders +6
26new positions
16sold out
1famous investor
$43.31avg. 13F price*
At the end of Q1 2025, 170 institutions reported holding Ishr ESG Advn Universal BD-$ (EUSB) in their 13F filings, up 6 from Q4 2024. 26 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($214.5M), Envestnet Asset Management Inc. ($55.7M) and SigFig Wealth Management, LLC ($23.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishr ESG Advn Universal BD-$
- Filed as
- ISHARES TR (Q1 2025)
- CUSIP
- 46436E619
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $10.4M |
| Exits | 16 | $2.7M |
All 13F filers, Q4 2024 → Q1 2025: 885,072 shares bought and 1,738,591 shares sold, net −853,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 170 holders
| BlackRock, Inc. | 0.00% | Reduce -3.4% | 4,952,117 | $214.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.7% | 1,284,730 | $55.7M |
| SigFig Wealth Management, LLC | 0.85% | Add +1.5% | 543,320 | $23.5M |
| LPL Financial LLC | 0.01% | Add +11.4% | 476,314 | $20.6M |
| IMPACTfolio, LLC | 10.52% | Add +7.4% | 462,133 | $20.0M |
| JPMorgan Chase & Co. | 0.00% | Add +11.3% | 387,181 | $16.8M |
| Seeds Investor LLC | 4.50% | Reduce -1.1% | 369,911 | $16.0M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -25.3% | 339,288 | $14.7M |
| US Bancorp \de | 0.01% | Add +34.1% | 254,194 | $11.0M |
| Jones Financial Companies LLLP | 0.01% | Add +10.6% | 221,583 | $9.6M |
| Allworth Financial LP | 0.05% | Add +5.5% | 219,639 | $9.5M |
| Balanced Rock Investment Advisors LLC | 7.29% | Reduce -8.3% | 211,135 | $9.1M |
| Jane Street Group, LLC | 0.01% | Add +70.0% | 163,855 | $7.1M |
| Advisory Services Network, LLC | 0.13% | Add +2.0% | 155,915 | $6.8M |
| Morgan Stanley | 0.00% | Add +2526.8% | 146,234 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +4.6% | 111,919 | $4.8M |
| Stewardship Advisors, LLC | 1.23% | New | 105,239 | $4.6M |
| One Wealth Advisors, LLC | 0.62% | Reduce -7.9% | 95,484 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -7.2% | 93,590 | $4.0M |
| Perigon Wealth Management, LLC | 0.10% | Add +27.5% | 89,339 | $3.9M |
| GeoWealth Management, LLC | 0.14% | Add +0.6% | 82,389 | $3.6M |
| Jordan Park Group LLC | 0.24% | No change | 74,749 | $3.2M |
| Park Avenue Securities LLC | 0.04% | Add +2.4% | 70,994 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +1.0% | 70,815 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -70.2% | 56,095 | $2.4M |
| Retirement Capital Strategies | 0.86% | Reduce -72.7% | 50,625 | $2.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.45% | Add +0.2% | 48,453 | $2.1M |
| Baker Avenue Asset Management, LP | 0.06% | Add +7.6% | 43,474 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +60.5% | 42,822 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +7.1% | 42,502 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +748.9% | 42,445 | $1.8M |
| Horst & Graben Wealth Management LLC | 0.33% | Reduce -7.5% | 41,926 | $1.8M |
| Perennial Investment Advisors, LLC | 0.19% | Add +139.9% | 38,211 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +4.2% | 37,989 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +3.9% | 37,657 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +19.2% | 37,227 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -9.5% | 37,067 | $1.6M |
| Betterment LLC | 0.00% | Add +0.1% | 35,589 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.9% | 33,566 | $1.5M |
| Accredited Investors Inc. | 0.09% | Add +68.5% | 33,273 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +4.6% | 33,211 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.7% | 33,057 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | New | 31,174 | $1.4M |
| Johnson Bixby & Associates, LLC | 0.20% | Add +1.4% | 30,718 | $1.3M |
| Bank of America Corp. | 0.00% | Add +33.4% | 30,148 | $1.3M |
| Tarbox Family Office, Inc. | 0.22% | Add +36.5% | 29,885 | $1.3M |
| Davis Wealth Advisors, LLC | 1.40% | Add +6.5% | 28,550 | $1.2M |
| Shared Vision Wealth Group LLC | 0.66% | No change | 28,023 | $1.2M |
| Sharkey, Howes & Javer | 0.17% | Add +11.0% | 27,450 | $1.2M |
| Skyline Advisors, Inc. | 0.46% | Add +15.6% | 27,031 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.4% | 25,404 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.10% | No change | 24,762 | $1.1M |
| Sofi Wealth, LLC | 0.08% | Add +645.3% | 23,872 | $1.0M |
| UBS Group AG | 0.00% | Reduce -0.8% | 21,854 | $947K |
| Assetmark, Inc. | 0.00% | Reduce -2.8% | 21,675 | $939K |
| Dohj, LLC | 0.20% | Reduce -3.9% | 20,407 | $884K |
| Bfsg, LLC | 0.11% | Add +2.5% | 20,365 | $882K |
| Sandbox Financial Partners, LLC | 0.31% | Reduce -13.4% | 20,276 | $878K |
| Savant Capital, LLC | 0.01% | Add +69.6% | 17,917 | $776K |
| Financial Advocates Investment Management | 0.05% | No change | 17,008 | $737K |
| Brookstone Capital Management | 0.01% | Reduce -3.6% | 16,800 | $728K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.0% | 15,913 | $689K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.7% | 15,551 | $674K |
| Fiera Capital Corp | 0.00% | No change | 15,415 | $668K |
| Theory Financial LLC | 0.26% | Add +1.9% | 14,476 | $627K |
| CW Advisors, LLC | 0.01% | Add +7.3% | 13,771 | $597K |
| Synovus Financial Corp. | 0.01% | Add +1.6% | 13,574 | $588K |
| Rockport Wealth LLC | 0.21% | No change | 13,536 | $586K |
| Ally Invest Advisors Inc. | 0.05% | Add +12.8% | 12,997 | $563K |
| Essential Planning, LLC. | 0.23% | Reduce -98.5% | 12,994 | $563K |
| Natixis Advisors, LLC | 0.00% | Add +18.0% | 12,846 | $556K |
| Goldstein Advisors, LLC | 0.08% | Add +1.1% | 12,542 | $543K |
| Carr Financial Group Corp | 0.17% | Reduce -0.0% | 12,224 | $530K |
| Farther Finance Advisors, LLC | 0.01% | Add +29.1% | 11,970 | $518K |
| Valley National Advisers Inc. | 0.09% | Reduce -3.0% | 11,439 | $495K |
| Guardian Capital LP | 0.02% | New | 11,400 | $494K |
| Red Crane Wealth Management, LLC | 0.47% | Add +0.3% | 11,394 | $494K |
| LifePlan Investment Advisors, Inc. | 0.28% | Add +1.1% | 11,137 | $482K |
| HighTower Advisors, LLC | 0.00% | New | 10,839 | $470K |
| Walkner Condon Financial Advisors LLC | 0.09% | Add +0.3% | 10,761 | $466K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 10,690 | $463K |
| KWB Wealth | 0.05% | Add +10.4% | 10,436 | $443K |
| Longview Financial Advisors, Inc. | 0.38% | Add +11.0% | 10,216 | $443K |
| Investor's Fiduciary Advisor Network, LLC | 0.20% | Add +3.9% | 10,009 | $433K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -18.5% | 9,751 | $423K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 9,727 | $421K |
| Milestone Investment Advisors LLC | 0.11% | Add +11.8% | 9,475 | $410K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.5% | 9,398 | $407K |
| Harbour Investments, Inc. | 0.01% | Add +12.4% | 9,335 | $404K |
| Integrated Wealth Concepts LLC | 0.00% | Add +53.2% | 9,290 | $402K |
| Citadel Advisors | 0.00% | Reduce -94.4% | 8,786 | $381K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.9% | 8,501 | $368K |
| Central Pacific Bank - Trust Division | 0.05% | No change | 8,453 | $366K |
| Ascent Group, LLC | 0.02% | New | 8,440 | $366K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.1% | 8,120 | $352K |
| Avantax Advisory Services, Inc. | 0.00% | Add +4.3% | 7,957 | $345K |
| Optas, LLC | 0.06% | Add +2.5% | 7,767 | $336K |
| Charter Oak Capital Management, LLC | 0.03% | New | 7,523 | $326K |
| Mason & Associates Inc | 0.08% | New | 7,014 | $304K |
| Bank of New York Mellon Corp | 0.00% | Add +9.1% | 7,005 | $303K |
| Elios Financial Group Inc. | 0.15% | Reduce -2.5% | 6,940 | $301K |
| Townsquare Capital LLC | 0.00% | Reduce -26.1% | 6,922 | $300K |
| RFG Advisory, LLC | 0.01% | Reduce -10.7% | 6,887 | $298K |
| Cable Hill Partners, LLC | 0.03% | No change | 6,872 | $298K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,762 | $293K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.8% | 6,626 | $287K |
| Financial Connections Group, Inc. | 0.13% | Reduce -70.8% | 6,571 | $284K |
| Mgo One Seven LLC | 0.01% | Reduce -4.7% | 6,469 | $280K |
| Stratos Investment Management, LLC | 0.01% | New | 6,340 | $275K |
| World Investment Advisors | 0.01% | Add +7.5% | 6,015 | $261K |
| Merit Financial Group, LLC | 0.00% | New | 6,009 | $260K |
| Oregon Pacific Wealth Management, LLC | 0.26% | Reduce -2.7% | 5,902 | $256K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 5,886 | $255K |
| Tidemark, LLC | 0.09% | Add +0.6% | 5,619 | $243K |
| Austin Private Wealth, LLC | 0.02% | Reduce -31.1% | 5,527 | $239K |
| Keyvantage Wealth, LLC | 0.12% | Reduce -1.4% | 5,509 | $239K |
| Flagstar Securities, Inc. | 0.06% | Add +0.6% | 5,478 | $237K |
| Wealth Alliance, LLC | 0.03% | New | 5,397 | $234K |
| One Wealth Capital Management, LLC | 0.12% | Add +0.9% | 5,346 | $232K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -75.3% | 5,172 | $224K |
| W.H. Cornerstone Investments Inc. | 0.15% | Reduce -1.6% | 5,152 | $223K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,105 | $221K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 5,105 | $221K |
| Spectrum Planning & Advisory Services Inc. | 0.18% | Add +6.7% | 5,048 | $219K |
| MBE Wealth Management, LLC | 0.10% | New | 4,926 | $213K |
| Traveka Wealth, LLC | 0.12% | New | 4,857 | $210K |
| Brewster Financial Planning LLC | 0.15% | No change | 4,762 | $206K |
| IHT Wealth Management, LLC | 0.01% | New | 4,680 | $203K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -5.5% | 4,408 | $191K |
| Keener Financial Planning LLC | 0.12% | Reduce -3.6% | 4,399 | $190K |
| Principal Securities, Inc. | 0.00% | No change | 3,694 | $157K |
| Cwm, LLC | 0.00% | Add +1939.3% | 2,855 | $124K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +89.7% | 2,779 | $120K |
| Key Financial Inc | 0.03% | New | 2,650 | $115K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.4% | 2,431 | $105K |
| Hanson & Doremus Investment Management | 0.01% | No change | 2,372 | $103K |
| Capital Analysts, LLC | 0.00% | Add +97.7% | 2,036 | $88K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.2% | 1,895 | $82K |
| Comerica Bank | 0.00% | Reduce -6.1% | 1,563 | $68K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -3.8% | 1,516 | $66K |
| Rossby Financial, LCC | 0.03% | New | 1,509 | $65K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.3% | 1,400 | $61K |
| AE Wealth Management LLC | 0.00% | Reduce -32.5% | 1,134 | $49K |
| Continuum Advisory, LLC | 0.01% | Reduce -5.0% | 927 | $40K |
| CVA Family Office, LLC | 0.00% | No change | 601 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.7% | 600 | $26K |
| Gen-Wealth Partners Inc | 0.01% | New | 535 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 491 | $21K |
| Transce3nd, LLC | 0.01% | Reduce -13.0% | 489 | $21K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 400 | $17K |
| SouthState Bank Corp | 0.00% | New | 391 | $17K |
| Archer Investment Corp | 0.00% | No change | 320 | $14K |
| 1 North Wealth Services LLC | 0.01% | New | 310 | $13K |
| Spire Wealth Management | 0.00% | No change | 293 | $13K |
| Fort Vancouver Investment Management, LLC | 0.01% | Add +21.9% | 256 | $11K |
| WealthTrak Capital Management LLC | 0.01% | No change | 205 | $9K |
| WASHINGTON TRUST Co | 0.00% | No change | 161 | $7K |
| Ameriflex Group, Inc. | 0.00% | New | 159 | $7K |
| Decker Retirement Planning Inc. | 0.00% | No change | 145 | $6K |
| IFP Advisors, Inc | 0.00% | New | 143 | $6K |
| Golden State Wealth Management, LLC | 0.00% | New | 105 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 104 | $5K |
| Mather Group, Llc. | 0.00% | Add +97.3% | 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% | No change | 66 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 58 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 47 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 45 | $2K |
| Global Financial Private Client, LLC | 0.00% | No change | 31 | $1K |
"% of holder's portfolio" is EUSB's weight in each manager's 13F, not the share of Ishr ESG Advn Universal BD-$ the manager owns.