Ishr ESG Advn Universal BD-$EUSBETF
13F holders, Q3 2025 (September 30)152holders −21
12new positions
27sold out
1famous investor
$43.92avg. 13F price*
At the end of Q3 2025, 152 institutions reported holding Ishr ESG Advn Universal BD-$ (EUSB) in their 13F filings, down 21 from Q2 2025. 12 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($230.6M), SigFig Wealth Management, LLC ($27.0M) and IMPACTfolio, LLC ($23.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishr ESG Advn Universal BD-$
- Filed as
- ISHARES TR (Q3 2025)
- CUSIP
- 46436E619
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $14.1M |
| Exits | 27 | $6.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,244,028 shares bought and 2,371,766 shares sold, net −1,127,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| BlackRock, Inc. | 0.00% | Add +0.6% | 5,249,538 | $230.6M |
| SigFig Wealth Management, LLC | 0.84% | Add +8.6% | 614,694 | $27.0M |
| IMPACTfolio, LLC | 9.90% | Add +9.1% | 522,656 | $23.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -68.4% | 504,348 | $22.2M |
| Thrivent Financial for Lutherans | 0.04% | Add +3939.8% | 456,091 | $20.0M |
| LPL Financial LLC | 0.01% | Reduce -32.8% | 415,161 | $18.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.2% | 371,055 | $16.3M |
| Seeds Investor LLC | 3.20% | Add +4.4% | 345,073 | $15.2M |
| Jones Financial Companies LLLP | 0.01% | Add +16.1% | 298,530 | $13.1M |
| Citadel Advisors | 0.01% | New | 290,680 | $12.8M |
| Allworth Financial LP | 0.05% | Add +3.9% | 233,824 | $10.3M |
| Advisory Services Network, LLC | 0.10% | Reduce -2.3% | 155,136 | $6.8M |
| Morgan Stanley | 0.00% | Add +1.9% | 144,409 | $6.3M |
| Jane Street Group, LLC | 0.01% | Add +247.0% | 110,910 | $4.9M |
| Stewardship Advisors, LLC | 1.09% | Add +2.4% | 104,472 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -74.5% | 93,327 | $4.1M |
| One Wealth Advisors, LLC | 0.47% | Reduce -18.1% | 85,762 | $3.8M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -11.2% | 78,621 | $3.5M |
| Flow Traders U.S. LLC | 0.14% | Add +239.4% | 76,306 | $3.4M |
| Jordan Park Group LLC | 0.19% | Add +18.0% | 74,646 | $3.3M |
| Balanced Rock Investment Advisors LLC | 2.25% | Add +4.4% | 70,136 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -74.1% | 66,614 | $2.9M |
| Decker Retirement Planning Inc. | 1.58% | Reduce -5.4% | 65,207 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.2% | 63,094 | $2.8M |
| Cetera Investment Advisers | 0.00% | Reduce -58.9% | 60,597 | $2.7M |
| Retirement Capital Strategies | 1.02% | Reduce -0.6% | 60,263 | $2.6M |
| GeoWealth Management, LLC | 0.09% | Reduce -18.5% | 59,046 | $2.6M |
| Sofi Wealth, LLC | 0.12% | Add +28.1% | 49,487 | $2.2M |
| Betterment LLC | 0.00% | Add +35.2% | 47,673 | $2.1M |
| Institute for Wealth Management, LLC. | 0.21% | Add +0.5% | 46,383 | $2.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.37% | Add +0.7% | 45,028 | $2.0M |
| Baker Avenue Asset Management, LP | 0.05% | Add +5.7% | 43,198 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +6.8% | 42,669 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.4% | 41,636 | $1.8M |
| Bank of America Corp. | 0.00% | Add +11.0% | 39,317 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -15.8% | 39,209 | $1.7M |
| Accredited Investors Inc. | 0.10% | Add +0.5% | 39,187 | $1.7M |
| Perennial Investment Advisors, LLC | 0.14% | Add +0.9% | 38,567 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +41.7% | 37,359 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +339.1% | 36,452 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.5% | 36,240 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +2.5% | 35,968 | $1.6M |
| MML Investors Services, LLC | 0.00% | Reduce -59.6% | 35,791 | $1.6M |
| Haverford Trust Co | 0.01% | No change | 34,728 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -6.9% | 33,150 | $1.5M |
| Skyline Advisors, Inc. | 0.47% | Add +8.7% | 31,292 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -25.6% | 31,285 | $1.4M |
| Johnson Bixby & Associates, LLC | 0.17% | Add +0.1% | 30,068 | $1.3M |
| Tarbox Family Office, Inc. | 0.19% | Reduce -1.2% | 29,570 | $1.3M |
| Davis Wealth Advisors, LLC | 1.16% | Add +7.2% | 29,299 | $1.3M |
| Sandbox Financial Partners, LLC | 0.32% | Add +14.8% | 25,720 | $1.1M |
| UBS Group AG | 0.00% | Add +20.0% | 25,333 | $1.1M |
| Bfsg, LLC | 0.11% | Reduce -0.5% | 25,233 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.08% | No change | 24,762 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -74.9% | 24,748 | $1.1M |
| HSBC Holdings PLC | 0.00% | Reduce -31.6% | 24,700 | $1.1M |
| Charter Oak Capital Management, LLC | 0.08% | Add +59.2% | 24,351 | $1.1M |
| Shared Vision Wealth Group LLC | 0.45% | Add +16.3% | 23,728 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -41.7% | 22,971 | $1.0M |
| Horst & Graben Wealth Management LLC | 0.14% | Reduce -54.2% | 20,909 | $918K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -54.4% | 19,968 | $877K |
| Savant Capital, LLC | 0.01% | Reduce -0.2% | 19,497 | $856K |
| Sharkey, Howes & Javer | 0.11% | Reduce -49.1% | 18,664 | $820K |
| Brookstone Capital Management | 0.01% | Add +10.6% | 17,543 | $770K |
| HighTower Advisors, LLC | 0.00% | Add +57.4% | 16,683 | $733K |
| Central Pacific Bank - Trust Division | 0.09% | No change | 16,397 | $720K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -52.7% | 16,232 | $713K |
| Ally Invest Advisors Inc. | 0.05% | Reduce -3.4% | 15,175 | $667K |
| Natixis Advisors, LLC | 0.00% | Add +12.4% | 14,585 | $641K |
| Assetmark, Inc. | 0.00% | Reduce -46.0% | 14,183 | $623K |
| Farther Finance Advisors, LLC | 0.01% | Add +30.1% | 13,844 | $608K |
| Rockport Wealth LLC | 0.12% | No change | 13,536 | $595K |
| Coldstream Capital Management Inc. | 0.01% | Add +100.0% | 13,368 | $587K |
| Essential Planning, LLC. | 0.20% | Add +0.1% | 13,288 | $584K |
| Synovus Financial Corp. | 0.01% | Reduce -2.9% | 13,183 | $579K |
| Goldstein Advisors, LLC | 0.07% | Add +3.5% | 12,822 | $563K |
| Valley National Advisers Inc. | 0.09% | Add +12.3% | 12,841 | $563K |
| Guardian Capital LP | 0.02% | Add +8.6% | 12,700 | $558K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -25.2% | 11,955 | $525K |
| Red Crane Wealth Management, LLC | 0.43% | Add +0.5% | 11,604 | $510K |
| Theory Financial LLC | 0.18% | Reduce -26.7% | 11,493 | $509K |
| Milestone Investment Advisors LLC | 0.11% | Add +8.7% | 10,290 | $452K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -9.6% | 9,904 | $435K |
| FSB Premier Wealth Management, Inc. | 0.14% | Add +57.9% | 9,866 | $433K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -3.1% | 9,771 | $429K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 9,727 | $427K |
| Apollon Wealth Management, LLC | 0.01% | No change | 9,521 | $418K |
| KWB Wealth | 0.05% | Reduce -0.3% | 9,432 | $411K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.1% | 9,326 | $410K |
| Valmark Advisers, Inc. | 0.01% | Add +4.6% | 9,066 | $398K |
| RFG Advisory, LLC | 0.01% | Reduce -12.8% | 8,502 | $373K |
| LifePlan Investment Advisors, Inc. | 0.16% | Reduce -32.3% | 8,446 | $371K |
| Financial Connections Group, Inc. | 0.13% | Add +3.5% | 7,617 | $334K |
| IHT Wealth Management, LLC | 0.01% | Add +51.4% | 7,273 | $319K |
| Mason & Associates Inc | 0.06% | Add +3.8% | 7,266 | $319K |
| Stratos Investment Management, LLC | 0.01% | Reduce -2.5% | 7,116 | $313K |
| Brewster Financial Planning LLC | 0.19% | Add +2.1% | 6,999 | $307K |
| Sonoma Allocations LLC | 0.11% | — | 6,812 | $301K |
| Mariner, LLC | 0.00% | Add +7.2% | 6,762 | $297K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,762 | $297K |
| Rossby Financial, LCC | 0.09% | Add +413.3% | 6,339 | $278K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.4% | 6,295 | $276K |
| Ascent Group, LLC | 0.01% | Reduce -29.9% | 6,189 | $272K |
| Northeast Financial Group, Inc. | 0.07% | New | 6,144 | $270K |
| Traveka Wealth, LLC | 0.11% | Add +21.2% | 5,840 | $256K |
| Oregon Pacific Wealth Management, LLC | 0.22% | Add +0.5% | 5,806 | $255K |
| GC Wealth Management RIA, LLC | 0.01% | New | 5,660 | $249K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.4% | 5,575 | $245K |
| Keener Financial Planning LLC | 0.11% | Add +24.5% | 5,477 | $240K |
| &partners | 0.00% | New | 5,404 | $237K |
| Keyvantage Wealth, LLC | 0.10% | Reduce -3.3% | 5,226 | $230K |
| Sax Wealth Advisors, LLC | 0.01% | New | 5,176 | $227K |
| Whitegate Investment Counselors, Inc. | 0.07% | No change | 5,150 | $226K |
| W.H. Cornerstone Investments Inc. | 0.14% | Add +0.9% | 5,076 | $223K |
| Schmidt P J Investment Management Inc. | 0.04% | Add +1.5% | 5,067 | $223K |
| Spectrum Planning & Advisory Services Inc. | 0.12% | Add +0.5% | 4,923 | $216K |
| AE Wealth Management LLC | 0.00% | Add +241.1% | 4,922 | $216K |
| One Wealth Capital Management, LLC | 0.10% | Reduce -30.1% | 4,852 | $213K |
| Lifelong Wealth Advisors, Inc. | 0.06% | New | 4,709 | $207K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +0.5% | 4,451 | $195K |
| Principal Securities, Inc. | 0.00% | No change | 3,717 | $163K |
| Cwm, LLC | 0.00% | No change | 2,855 | $125K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 2,798 | $123K |
| Key Financial Inc | 0.02% | No change | 2,650 | $116K |
| Hanson & Doremus Investment Management | 0.01% | Add +3.8% | 2,486 | $109K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.2% | 1,838 | $81K |
| Capital Analysts, LLC | 0.00% | Reduce -48.8% | 1,371 | $60K |
| MAI Capital Management | 0.00% | New | 1,347 | $59K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,258 | $55K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.9% | 1,170 | $51K |
| CVA Family Office, LLC | 0.00% | No change | 601 | $26K |
| Gen-Wealth Partners Inc | 0.01% | No change | 535 | $23K |
| Creative Financial Designs Inc. | 0.00% | Reduce -73.4% | 525 | $23K |
| Evolution Wealth Management Inc. | 0.02% | No change | 463 | $20K |
| Franklin Resources Inc. | 0.00% | Reduce -20.1% | 416 | $18K |
| 1 North Wealth Services LLC | 0.01% | No change | 310 | $14K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 300 | $13K |
| Spire Wealth Management | 0.00% | No change | 293 | $13K |
| Fort Vancouver Investment Management, LLC | 0.01% | No change | 256 | $11K |
| IFP Advisors, Inc | 0.00% | Add +0.7% | 152 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 105 | $5K |
| 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 |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -89.8% | 60 | $3K |
| NBT Bank, N.A. | 0.00% | Reduce -6.4% | 44 | $2K |
| Larson Financial Group LLC | 0.00% | Reduce -62.5% | 39 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 28 | $1K |
| Mather Group, Llc. | 0.00% | New | 22 | $966 |
| FMR LLC | 0.00% | No change | 20 | $879 |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 6 | $264 |
| Kilter Group LLC | 0.00% | Reduce -96.9% | 4 | $176 |
"% of holder's portfolio" is EUSB's weight in each manager's 13F, not the share of Ishr ESG Advn Universal BD-$ the manager owns.