Ishr ESG Advn Universal BD-$EUSBETF
13F holders, Q2 2025 (June 30)173holders +3
21new positions
19sold out
$43.54avg. 13F price*
At the end of Q2 2025, 173 institutions reported holding Ishr ESG Advn Universal BD-$ (EUSB) in their 13F filings, up 3 from Q1 2025. 21 opened new positions and 19 sold out. The largest holders were BlackRock, Inc. ($227.3M), Envestnet Asset Management Inc. ($69.5M) and LPL Financial LLC ($26.9M).
- Company
- Ishr ESG Advn Universal BD-$
- Filed as
- ISHARES TR (Q2 2025)
- CUSIP
- 46436E619
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $10.0M |
| Exits | 19 | $6.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,425,640 shares bought and 641,183 shares sold, net +784,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| BlackRock, Inc. | 0.00% | Add +5.4% | 5,219,893 | $227.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +24.3% | 1,596,618 | $69.5M |
| LPL Financial LLC | 0.01% | Add +29.6% | 617,316 | $26.9M |
| SigFig Wealth Management, LLC | 0.81% | Add +4.2% | 566,243 | $24.6M |
| IMPACTfolio, LLC | 9.89% | Add +3.6% | 478,924 | $20.9M |
| JPMorgan Chase & Co. | 0.00% | Add +2.2% | 395,713 | $17.2M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +7.7% | 365,377 | $15.9M |
| Seeds Investor LLC | 3.38% | Reduce -10.7% | 330,494 | $14.4M |
| US Bancorp \de | 0.01% | Add +1.3% | 257,558 | $11.2M |
| Jones Financial Companies LLLP | 0.01% | Add +16.1% | 257,195 | $11.2M |
| Allworth Financial LP | 0.05% | Add +2.5% | 225,155 | $9.8M |
| Advisory Services Network, LLC | 0.11% | Add +1.8% | 158,759 | $6.9M |
| Cetera Investment Advisers | 0.01% | Add +31.6% | 147,271 | $6.4M |
| Morgan Stanley | 0.00% | Reduce -3.1% | 141,702 | $6.2M |
| One Wealth Advisors, LLC | 0.63% | Add +9.7% | 104,719 | $4.6M |
| Stewardship Advisors, LLC | 1.12% | Reduce -3.1% | 102,017 | $4.4M |
| Park Avenue Securities LLC | 0.04% | Add +39.0% | 98,692 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +25.2% | 88,685 | $3.9M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -0.9% | 88,496 | $3.9M |
| GeoWealth Management, LLC | 0.12% | Reduce -12.0% | 72,478 | $3.2M |
| Decker Retirement Planning Inc. | 1.74% | Add +47425.5% | 68,912 | $3.0M |
| Balanced Rock Investment Advisors LLC | 2.30% | Reduce -68.2% | 67,206 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Add +17.4% | 65,827 | $2.9M |
| Jordan Park Group LLC | 0.18% | Reduce -15.4% | 63,271 | $2.8M |
| Retirement Capital Strategies | 1.05% | Add +19.7% | 60,612 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +9.5% | 46,548 | $2.0M |
| Institute for Wealth Management, LLC. | 0.22% | New | 46,163 | $2.0M |
| Horst & Graben Wealth Management LLC | 0.33% | Add +9.0% | 45,690 | $2.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.39% | Reduce -7.7% | 44,737 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +32.4% | 43,763 | $1.9M |
| United Capital Financial Advisors, LLC | 0.01% | Add +10.8% | 42,080 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +22.4% | 41,079 | $1.8M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -6.0% | 40,879 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +6.1% | 39,958 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +6.4% | 39,606 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +18.6% | 39,375 | $1.7M |
| Accredited Investors Inc. | 0.10% | Add +17.2% | 38,982 | $1.7M |
| Sofi Wealth, LLC | 0.10% | Add +61.8% | 38,621 | $1.7M |
| Perennial Investment Advisors, LLC | 0.16% | Add +0.1% | 38,233 | $1.7M |
| Sharkey, Howes & Javer | 0.21% | Add +33.6% | 36,664 | $1.6M |
| HSBC Holdings PLC | 0.00% | New | 36,100 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -16.9% | 35,599 | $1.6M |
| Bank of America Corp. | 0.00% | Add +17.5% | 35,427 | $1.5M |
| Betterment LLC | 0.00% | Reduce -0.9% | 35,270 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +12.6% | 35,098 | $1.5M |
| Haverford Trust Co | 0.01% | New | 34,728 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +115.6% | 34,312 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -80.5% | 31,961 | $1.4M |
| Johnson Bixby & Associates, LLC | 0.18% | Reduce -2.2% | 30,050 | $1.3M |
| Tarbox Family Office, Inc. | 0.20% | Add +0.2% | 29,935 | $1.3M |
| Skyline Advisors, Inc. | 0.46% | Add +6.5% | 28,793 | $1.3M |
| Davis Wealth Advisors, LLC | 1.26% | Reduce -4.3% | 27,328 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.8% | 26,362 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +21.2% | 26,277 | $1.1M |
| Bfsg, LLC | 0.12% | Add +24.6% | 25,365 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.09% | No change | 24,762 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 22,483 | $979K |
| Sandbox Financial Partners, LLC | 0.31% | Add +10.5% | 22,401 | $976K |
| UBS Group AG | 0.00% | Reduce -3.4% | 21,107 | $919K |
| Composition Wealth, LLC | 0.02% | New | 20,843 | $908K |
| Shared Vision Wealth Group LLC | 0.44% | Reduce -27.2% | 20,410 | $884K |
| Dohj, LLC | 0.26% | Add +0.5% | 20,508 | $878K |
| Savant Capital, LLC | 0.01% | Add +9.0% | 19,537 | $851K |
| Central Pacific Bank - Trust Division | 0.09% | Add +94.0% | 16,397 | $714K |
| CW Advisors, LLC | 0.01% | Add +18.0% | 16,244 | $707K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.8% | 15,978 | $696K |
| Brookstone Capital Management | 0.01% | Reduce -5.6% | 15,864 | $691K |
| Ally Invest Advisors Inc. | 0.05% | Add +20.8% | 15,702 | $684K |
| Theory Financial LLC | 0.26% | Add +8.3% | 15,671 | $679K |
| Charter Oak Capital Management, LLC | 0.06% | Add +103.3% | 15,292 | $666K |
| Synovus Financial Corp. | 0.01% | No change | 13,574 | $591K |
| Rockport Wealth LLC | 0.14% | No change | 13,536 | $589K |
| Essential Planning, LLC. | 0.22% | Add +2.2% | 13,278 | $578K |
| Old Mission Capital LLC | 0.02% | New | 13,259 | $577K |
| Natixis Advisors, LLC | 0.00% | Add +1.0% | 12,975 | $565K |
| LifePlan Investment Advisors, Inc. | 0.27% | Add +12.1% | 12,482 | $544K |
| Goldstein Advisors, LLC | 0.07% | Reduce -1.2% | 12,386 | $539K |
| Guardian Capital LP | 0.02% | Add +2.6% | 11,700 | $510K |
| Red Crane Wealth Management, LLC | 0.46% | Add +1.3% | 11,547 | $503K |
| Valley National Advisers Inc. | 0.08% | Reduce -0.1% | 11,432 | $497K |
| Sanctuary Advisors, LLC | 0.00% | Add +33.1% | 11,318 | $493K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -87.9% | 11,290 | $492K |
| Integrated Wealth Concepts LLC | 0.00% | Add +17.9% | 10,954 | $477K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -11.1% | 10,639 | $463K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.2% | 10,600 | $462K |
| Walkner Condon Financial Advisors LLC | 0.08% | Reduce -6.3% | 10,083 | $439K |
| RFG Advisory, LLC | 0.01% | Add +41.6% | 9,755 | $425K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 9,727 | $424K |
| Investor's Fiduciary Advisor Network, LLC | 0.16% | Reduce -4.0% | 9,610 | $418K |
| Avantax Advisory Services, Inc. | 0.00% | Add +20.6% | 9,598 | $418K |
| Harbour Investments, Inc. | 0.01% | Add +2.0% | 9,523 | $415K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.3% | 9,521 | $415K |
| Milestone Investment Advisors LLC | 0.11% | Reduce -0.1% | 9,463 | $412K |
| KWB Wealth | 0.05% | Reduce -9.3% | 9,464 | $410K |
| Bank of New York Mellon Corp | 0.00% | Add +27.4% | 8,928 | $389K |
| Ascent Group, LLC | 0.01% | Add +4.7% | 8,835 | $385K |
| Merit Financial Group, LLC | 0.00% | Add +46.9% | 8,828 | $384K |
| Valmark Advisers, Inc. | 0.01% | New | 8,671 | $378K |
| Mgo One Seven LLC | 0.01% | Add +30.9% | 8,469 | $369K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.4% | 8,301 | $362K |
"% of holder's portfolio" is EUSB's weight in each manager's 13F, not the share of Ishr ESG Advn Universal BD-$ the manager owns.